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Oracle® Contract Lifecycle Management for Public
Sector
iProcurement User Guide
Release 12.2
Part No. E48938-16
November 2022
Oracle Contract Lifecycle Management for Public Sector iProcurement User Guide, Release 12.2
Part No. E48938-16
Copyright © 2020, 2022, Oracle and/or its affiliates.
Primary Author: Gowri Arur
Contributing Author: Pragya Singh Nair, Procurement PM Team, Procurement Development Team, Oracle
Support
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Contents
Send Us Your Comments
Preface
1 Key Concepts: Public Sector Procurement

Overview of Oracle Contract Lifecycle Management for Public Sector.................................. 1-1
Document Numbering.............................................................................................................. 1-2
Contract Line / Sub-Line (CLIN / SLIN)................................................................................... 1-3
Exhibit Line / Contract Data Requirements List (ELIN/CDRL) .............................................. 1-3
Acquisition Plan........................................................................................................................ 1-4
Options...................................................................................................................................... 1-4
Pricing........................................................................................................................................ 1-5
Incremental Funding................................................................................................................. 1-5
Purchase Requisition Amendment........................................................................................... 1-6
2 Oracle Contract Lifecycle Management for Public Sector Command Center

Contract Lifecycle Management (CLM) for Public Sector Command Center..........................2-2
Contract Lifecycle Management (CLM) for Public Sector Command Center Overview......2-2
Dashboards for Program Management Office (PMO) Managers............................................ 2-7
Overview of Dashboards for Program Management Office (PMO) Managers ................... 2-7
PMO Acquisition Plans Dashboard..................................................................................... 2-7
PMO Requisitions Dashboard............................................................................................ 2-11
PMO Solicitations Dashboard............................................................................................ 2-20
PMO IDVs Dashboard....................................................................................................... 2-23
PMO Awards Dashboard................................................................................................... 2-25
iii
3 Shop
Stores......................................................................................................................................... 3-1
Shopping Lists........................................................................................................................... 3-3
Creating a Non-Catalog Request............................................................................................... 3-4
4 Purchase Requisitions
Preferences page........................................................................................................................ 4-1
Shopping Cart............................................................................................................................ 4-1
Checkout: Requisition Information.......................................................................................... 4-3
Editing Requisition Lines......................................................................................................... 4-7
Update Selected Line(s)........................................................................................................... 4-13
Checkout: Approvals and Notes............................................................................................. 4-19
Checkout: Review and Submit............................................................................................... 4-19
Requisitions - Views and Search............................................................................................ 4-20
Notifications............................................................................................................................ 4-22
Approvals................................................................................................................................ 4-22
5 Requisition Amendments
Overview of Requisition Amendments.................................................................................... 5-1
Requisition Amendment: Requisition Information................................................................. 5-4
Editing Requisition Amendment Lines.................................................................................... 5-7
Amendment History................................................................................................................ 5-19
Amendment Checkout: Approvals and Notes........................................................................ 5-19
Checkout: Review and Submit Requisition Amendment...................................................... 5-21
Approving a Requisition Amendment................................................................................... 5-21
6 Military Interdepartmental Purchase Requests (MIPR)

Creating and using MIPRs........................................................................................................ 6-1
7 Post Award Requests

Overview of Post Award Requests........................................................................................... 7-1
Using Post Award Requests...................................................................................................... 7-2
8 Receiving
Overview of Receiving ............................................................................................................. 8-1
Receiving Items ........................................................................................................................ 8-2
Return Items.............................................................................................................................. 8-3
Correct Receipts......................................................................................................................... 8-3
iv
View Receipts............................................................................................................................ 8-4
Work Confirmation................................................................................................................... 8-4
9 Reports
Overview................................................................................................................................... 9-1
Print CLM Requisitions Report................................................................................................ 9-1
Print CLM Requisition Amendments Report........................................................................... 9-2
A Pages and Navigation Paths
B Common CLM Functionality

Document Numbering.............................................................................................................. B-1
Contract Line / Sub-Line (CLIN / SLIN) .................................................................................. B-3
Exhibit Line / Contract Data Requirements List (ELIN/CDRL)............................................... B-6
Options...................................................................................................................................... B-7
Pricing....................................................................................................................................... B-9
Funding .................................................................................................................................. B-15
C Copy Action
Copy Action............................................................................................................................. C-1
CLM Glossary
Index
v
Send Us Your Comments
Oracle Contract Lifecycle Management for Public Sector iProcurement User Guide, Release 12.2
Part No. E48938-16
Oracle welcomes customers' comments and suggestions on the quality and usefulness of this document.
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vii
Preface
Intended Audience
Welcome to Release 12.2 of the Oracle Contract Lifecycle Management for Public Sector
iProcurement User Guide.
See Related Information Sources on page x for more Oracle E-Business Suite product
information.
Documentation Accessibility
For information about Oracle's commitment to accessibility, visit the Oracle
Accessibility Program website at http://www.oracle.com/pls/topic/lookup?
ctx=acc&id=docacc.
Access to Oracle Support

Oracle customers that have purchased support have access to electronic support
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Structure
1 Key Concepts: Public Sector Procurement
2 Oracle Contract Lifecycle Management for Public Sector Command Center
3 Shop
4 Purchase Requisitions
5 Requisition Amendments
6 Military Interdepartmental Purchase Requests (MIPR)
7 Post Award Requests
8 Receiving
9 Reports
ix
A Pages and Navigation Paths
Use the CLM iProcurement responsibility.
B Common CLM Functionality
C Copy Action
CLM Glossary
Related Information Sources
Integration Repository
The Oracle Integration Repository is a compilation of information about the service
endpoints exposed by the Oracle E-Business Suite of applications. It provides a
complete catalog of Oracle E-Business Suite's business service interfaces. The tool lets
users easily discover and deploy the appropriate business service interface for
integration with any system, application, or business partner.
The Oracle Integration Repository is shipped as part of the Oracle E-Business Suite. As
your instance is patched, the repository is automatically updated with content
appropriate for the precise revisions of interfaces in your environment.
Do Not Use Database Tools to Modify Oracle E-Business Suite Data

Oracle STRONGLY RECOMMENDS that you never use SQL*Plus, Oracle Data
Browser, database triggers, or any other tool to modify Oracle E-Business Suite data
unless otherwise instructed.
Oracle provides powerful tools you can use to create, store, change, retrieve, and
maintain information in an Oracle database. But if you use Oracle tools such as
SQL*Plus to modify Oracle E-Business Suite data, you risk destroying the integrity of
your data and you lose the ability to audit changes to your data.
Because Oracle E-Business Suite tables are interrelated, any change you make using an
Oracle E-Business Suite form can update many tables at once. But when you modify
Oracle E-Business Suite data using anything other than Oracle E-Business Suite, you
may change a row in one table without making corresponding changes in related tables.
If your tables get out of synchronization with each other, you risk retrieving erroneous
information and you risk unpredictable results throughout Oracle E-Business Suite.
When you use Oracle E-Business Suite to modify your data, Oracle E-Business Suite
automatically checks that your changes are valid. Oracle E-Business Suite also keeps
track of who changes information. If you enter information into database tables using
database tools, you may store invalid information. You also lose the ability to track who
has changed your information because SQL*Plus and other database tools do not keep a
record of changes.
x
1
Key Concepts: Public Sector Procurement
Overview of Oracle Contract Lifecycle Management for Public Sector

Oracle Contract Lifecycle Management (CLM) for Public Sector is a comprehensive
solution for managing procurement processes that are performed by federal agencies.
CLM features are available in OA Framework HTML pages. CLM supports FAR,
DFARS, and other agency regulations that define the federal business processes, and
encompasses a full procure-to-pay process flow within Oracle e-Business Suite which
maximizes benefits to federal users. CLM enables contracting officers to drive
operational excellence in federal procurement functions and enables the agencies to cut
procurement costs dramatically. By providing the end-to-end business intelligence with
a single source of data, CLM provides data transparency and visibility and provides
contracting officers with support for strategic planning and improved decision making.
The following process flow depicts the procurement lifecycle in CLM:
Key Concepts: Public Sector Procurement 1-1

The flow starts with the creation of a purchase requisition which is a document that
represents a requirement or demand for supplies and services. This is associated to an
Acquisition Plan that outlines the procurement plan on a larger scale. The purchase
requisition is converted to a solicitation and the solicitation is sent out to vendors for
obtaining their quotes/offers. When the offers are received from the vendors, they are
evaluated and the contract is awarded to one of the vendors.
This process depicts all of the major procurement steps from purchase request initiation
and commitment, through competitive solicitation with an offer evaluation phase, and
ultimate award decision. The process is often not executed in its entirety – several steps
are optional and at the discretion of the contracting officer depending on the
procurement. Some steps may be required by an agency in order to follow it's policies
and regulations, but from a system's perspective, the steps can be executed without
every procurement document in the chain.
Document Numbering
You can create a configurable, intelligent numbering format for CLM documents that
follow Federal Acquisition Regulations (FAR) and Defence Federal Acquisition
Regulations (DFARs) processes. Based on your configuration and setup of the
numbering structure, a document number is defaulted automatically on the CLM
documents. You can modify the defaulted document number as long as the document is
in draft mode.
For more information on the document numbering guidelines, please refer to the
appendix - Common CLM Functionality, page B-1.
Note: To set up the document numbering structure for use in CLM

documents, please refer to the Oracle Contract Lifecycle Management for
1-2 Oracle Contract Lifecycle Management for Public Sector iProcurement User Guide
Public Sector Implementation Guide.
Contract Line / Sub-Line (CLIN / SLIN)

The Contract Line (CLIN) and Sub-line (SLIN) structure is used in all CLM documents,
including modifications and amendments to the purchasing documents. A Contract
Line captures information about the item(s) or service(s) to be procured in the contract
with or without the pricing details. Thus, a Contract Line (CLIN) can be a priced line or
an informational line. Similarly, Sub-Lines, which are used to capture additional
information about the CLIN, can be priced sub-lines or informational sub-lines.
When a line is added to a CLM document, it is numbered automatically according to
the line numbering setup that follows federal government regulations. This provides a
flexible way to configure line numbering. In the CLM document, you can specify if the
line should be priced or informational, as well as organize them into a complex line and
sub-line structure, in accordance with federal regulations.
For more information on CLIN/SLIN, please refer to the appendix - Common CLM
Functionality, page B-3.
Exhibit Line / Contract Data Requirements List (ELIN/CDRL)

Exhibit Lines (ELINs) are lines in a contract that are typically bulky (100s / 1000s) and
are printed separately for ease of use. ELINs are like any other lines in a contract
document. Exhibit Lines can be Contract Data Requirements Lists (CDRLs) or Non-
CDRLs.
Contract Data Requirements Lists (CDRLs) are lines that have no cost or not separately
priced, but are related to other contract lines. CDRLs need to be received, accepted and
otherwise accounted for.
The actual exhibit information prints separately from the contract, similar to an
attachment. Users have the ability to print each individual exhibit along with the
corresponding exhibit lines in a PDF format. The Non-CDRL exhibit lines should print
in a standard format similar to the way in which CLINs/SLINs appear on the contract
continuation pages (Section B of UCF). CDRLs, however, need to be generated on the
standard DD1423 form.
ELINs are similar to CLINs and SLINs in that they can be either Priced or
Informational, can be multiple in a contract, can be funded, can be received, and can be
matched and paid for. However, ELINs are different from CLINs and SLINs in that :
ELINs must always have a parent line reference to a CLIN or a SLIN, they can have
multiple parent lines, a CLIN can have multiple Exhibits (each Exhibit can have
multiple lines).
CDRLs are similar to CLINs and SLINs in that they can be multiple in a contract, can
refer to an Exhibit line and can be received. However, CDRLs are different from CLINs

and SLINs in that: CDRLs must always have a parent line reference, they can have
multiple parent lines, cannot be informational, cannot be funded, has additional
information that is captured separately.
For more information on ELINs and CDRLs, please refer to the appendix – Common
CLM Functionality, page B-6.
Acquisition Plan
An Acquisition Plan is created and used by a federal agency to outline the proposed
requirements and acquisitions of the agency. The Acquisition Plan ensures that the
agency fulfills it's procurement requirements in a timely and cost-effective manner.
CLM addresses the frequently used (but non-standardized) need across federal agencies
to coordinate and plan acquisition efforts. You can perform a combination of actions
within the Acquisition Plan Summary, including capturing information related to
procurement purpose, solicitation method, extent of competition, potential vendors,
supporting attachments in multiple formats and other key data elements associated
with typical procurement activities. The Acquisition Plan Summary is routed through
an approval chain before it gets finalized. Another important feature of the Acquisition
Plan is the ability to reference the Acquisition Plan Summary in Purchase Requisition
and Solicitation documents. The Acquisition Plan Summary is referenced at the header
level of these documents. You can also print the Acquisition Plan Summary as a draft or
finalized copy.
For more information on Acquisition Plan, please refer to My Oracle Support.
Options
You can choose to create an option line on a requisition that you intend to exercise as a
regular line at a future point in time. For example, a software purchase can be entered
as a base line. This necessarily entails support and training as options for the purchase
of a software package. Therefore support and training can be entered as option lines if
the buying organization intends to procure them at a later point of time. At a later date,
the options of support and training can be exercised as regular purchase order lines. If it
is not required to procure the optional support and training from the same vendor who
supplies the software package, the option lines can be created without linking them to
the software package line as the base line. The option lines can be created without a
base line as well. The option lines of support and training, once exercised, can be
received and invoiced as well.
This capability in CLM enables the contracting professional to mark lines as Option
lines – lines which can be exercised later via a modification to the award if desired.
Option lines may or may not be associated with base lines and often involve follow-on
work. Option lines behave similarly to CLINs/SLINs except they are not funded, cannot
be received or invoiced until exercised after the awarding of the contract.
A priced CLIN or SLIN can be further defined as an Option Line. An Option Line stores
and displays information that is used at a future point in time.
For more information on Options, please refer to the appendix - Common CLM
Pricing
Using CLM, contracting professionals are able to price Requisitions, Awards, Orders,
IDVs and Modifications by specifying federal Contract Types such as Firm Fixed Price,
Cost plus Award Fee, Time & Materials, Cost Sharing, etc. The Contract Types form the
basis for determining the price payable to a vendor. Prices are manually entered by the
user or are defaulted on the purchasing document line depending on the
item/supplies/service setup. The final price calculation depends on a number of factors:
Contract Type, Cost Constraint, price of the item/service.
The CLIN or SLIN can be a Priced or Informational line. For pricing calculations to take
place, the line should be defined as a Priced Line, and not an Informational Line.
Lines can be Quantity Based or Amount Based. A Quantity Based Line Type enables
you to enter information for goods/supplies. An Amount Based Line Type enables you
to enter pricing information about services. Different Contract Types display based on
the line type you select.
The Contract Type is available on the lines of a Purchase Requisition, an Award, IDV or
a Solicitation. The Contract Type may be changed by the user depending on business
requirements.
The IDC Type field displays for Solicitation documents (where the outcome document
is an IDV) and IDVs on the line details page.
For more information on Pricing, please refer to the appendix - Common CLM
Incremental Funding
CLM enables you to provide funding information for a Requisition or Award / Order.
You can create and approve Requisitions, Awards and Orders with no funding or with
partially available funds. You can incrementally fund the Award / Order lines through
the Modification feature, depending upon the availability of funds. Additionally, you
can add funds to an existing distribution or add new distribution(s) to existing line.
Due to system-enforced rules, you cannot receive and pay beyond the funded line
amount thereby ensuring that the obligation cannot be more than the funds available.
Contract Funding guidelines are outlined in the FAR site. You can reserve funds for a
Purchase Requisition or Award line and ensure that the line amount is equal to or less
than the reserved or encumbered amount. Enter the funded value on purchasing
documents such as Purchase Requisitions and Awards. You can reserve funds as Null,
partially or fully, i.e., the funded amount can be less than the line amount. You can
modify these documents without having to liquidate the existing funds on the

documents.
Note: IDVs will not have the funded value field, i.e. IDVs cannot be
encumbered.
For more information on Funding, please refer to the appendix - Common CLM
Purchase Requisition Amendment

Requesters can make changes to approved requisitions via requisition amendments as
is sometimes required in the procurement cycle. The requester can create a requisition
amendment after requisition lines have been approved, solicited, offers have been
received, and a draft award has been created. Changes in the requisition amendment
serve varied purposes, such as, changing line item information, adding funds to
partially funded lines, adding new lines for goods and services or cancelling existing
lines. Line changes in requisition amendments are made available to contracting
professionals and they can implement the changes in the Solicitation or Award
documents. Additionally, you can see a history of all the amendments made to a
requisition and can also compare changes made through a specific amendment on the
conformed requisition.
Purchase Requisition Amendment
For more information on Purchase Requisition Amendments, please refer to the chapter
Requisition Amendments, page 5-1.
2
Oracle Contract Lifecycle Management for
Public Sector Command Center
This chapter covers the following topics:

• Contract Lifecycle Management (CLM) for Public Sector Command Center
Overview
• Overview of Dashboards for Program Management Office (PMO) Managers
• PMO Acquisition Plans Dashboard
• PMO Requisitions Dashboard
• PMO Solicitations Dashboard
• PMO IDVs Dashboard
• PMO Awards Dashboard
Oracle Contract Lifecycle Management for Public Sector Command Center 2-1
Contract Lifecycle Management (CLM) for Public
Sector Command Center
Contract Lifecycle Management (CLM) for Public Sector Command Center

Overview
The Oracle Contract Lifecycle Management (CLM) for Public Sector Command Center
presents contracting officers, contracting specialists, program managers, and members
of the legal team with information from all procurement processes in the enterprise. Use
this data to maximize productivity for a variety of end-to-end business processes.
The command center enables procurements teams to collaborate, review, analyze, and
act to:
• Maintain information symmetry.
• Provide consistent document visibility to program office and procurement
teams across projects.
• Ensure that contract insights are available to all stakeholders.
• Improve procurement cycle-time management.

• Identify critical activities that require attention by comparing planned versus
actual durations.
• Maintain IAE: Integrated Award Environment (IAE) and Small Business

Coordination Record (SBCR) compliance.
• Better contract compliance through proactive alerts.
• Increase Contract Action Report (CAR) compliance.
• Meet socioeconomic distribution requirements for contract compliance

mandates.
The CLM Command Center includes role-based dashboards with metrics and charts
that highlight critical information around the day-to-day activities of contracting
officers, specialists, and project managers. The command center provides in-depth,
multidimensional analysis using transactional data so that you can take corrective
actions to resolve issues proactively. You can drill down directly from the dashboards
to the CLM application pages for immediate access to the underlying processes.
CLM Command Center Dashboards for Roles
The CLM Command Center provides dashboards for two primary roles:
• Contracting Officer (CO)
• Program Management Office (PMO) Manager
These dashboards are organized by role under the following responsibilities and
menus:
• Dashboards for Program Management Office (PMO) Managers: The following
dashboards are available under the Command Center menu in the CLM
iProcurement responsibility.
• Acquisition Plans
• Requisitions
• Solicitations
• IDVs
• Awards
See Overview of Dashboards for Program Management Office (PMO) Managers,

page 2-7.
• Dashboards for Contracting Officers: The following dashboards are available under
the Command Center menu in the CLM Purchasing Super User responsibility.
• Requisitions
• Solicitations
• IDVs
• Awards
See Overview of Dashboards for Contracting Officers, Oracle Contract Lifecycle

Management for Public Sector Purchasing User Guide.
Important: Though the same dashboards (Requisitions, Solicitation,

IDVs, and Awards) are available to PMO managers and contracting
officers, these dashboards display metrics, refinements, charts, tag
clouds, results tables, and actions specific to the target roles.
Note: You can use the CLM Command Center only after the installation
and common configurations are completed as described in My Oracle
Support Knowledge Document 2495053.1, Installing Oracle Enterprise
Command Center Framework, Release 12.2. For additional ECC overview
information, see Overview of Enterprise Command Centers, Oracle E-
Business Suite User's Guide.
Searching Enterprise Command Center Dashboards

Use the dashboard sidebar to refine (filter) the data on each dashboard. You can select a
value or record from the Available Refinements component, or use Search to find a
keyword, a value, or a specific record. The type-ahead feature suggests matches for
your entry that correspond to the available refinements. When you submit a search, the
search term is added to the Selected Refinements list, and the dashboard data is refined
to include only records that match the search. You can add multiple refinements and
remove any of them at any time. Use Saved Search to create and save your search. You
can edit, delete, or refer to this saved search. You can also use data sets to further refine
your search.
Use an asterisk (*) or percent (%) to perform a partial keyword or record search that
matches any string of zero or more characters. You can also use a question mark (?) to
perform a partial search that matches any single character.
Additional Information: For more information about searching for and

refining data in enterprise command centers, see Search in Highlights
of an Enterprise Command Center, Oracle E-Business Suite User's Guide.
User Defined Attribute Search

In addition to the predefined search attributes displayed in the Available Refinements
component, the CLM Command Center dashboards display the following attributes, if
relevant data exists for these attributes.
Attribute Description
POP Start Date Within Search for requisitions for which the need-by
date or the period of performance (POP) start
date is the value defined in the date range. As
a date range, you can provide a value such as
0 to 30 days or 0 to 60 days.
Submitted Before Need-By Date The approved date of a requisition line is less
than or equal to the value defined in the date
range from the need-by date or the period of
performance start date. Use this attribute to
search for requisitions that are submitted and
the need-by date or the period of performance
start date falls in the specified date range. As a
date range, you can provide value such as 0 to
30 days or 0 to 60 days.
Options Exercised On Time If the option is exercised on time then it is

YES. If the option is not exercised or exercised
not within time, then the value is NO.
Elapsed Days This is the number of days that are remaining

to start working on assignment. This attribute
is calculated as: system date minus (-) start
date for assignment.
Funded On Time Award or IDV lines that are fully funded

before the need-by date or the period of
performance start date.
Planned Duration in Days The total duration in days for an acquisition

plan. This attribute is calculated as: expiration
date minus (-) effective date.
Elapsed Duration in Days The number of days from which the

acquisition plan is effective. This attribute is
calculated as: system date minus (-) start date
for acquisition plan.
Liquidatable This attribute is available on the Requisitions

dashboard if there are partially funded
requisition lines. The Details option in the
Requisition Lines results table displays the
following columns:
• Liquidatable: This column shows the Y or

N value, which indicates whether
liquidation is allowed for a line.
• Funds Liquidatable: This column displays

the funds that are available for
liquidation.
Dashboards for Program Management Office (PMO)
Managers
Overview of Dashboards for Program Management Office (PMO) Managers

See Contract Lifecycle Management (CLM) for Public Sector Command Center
Overview, page 2-2 for information about the CLM Command Center.
As a PMO manager, use the dashboards to work with the following procurement
documents:
• Acquisition plans, page 2-7
• Requisitions, page 2-11
• Solicitations, page 2-20
• Indefinite Delivery Vehicles (IDVs), page 2-23
• Awards, page 2-25
Navigate to the dashboards using the CLM iProcurement responsibility.
PMO Acquisition Plans Dashboard

For information about dashboards for PMO managers, see Overview of Dashboards for
Program Management Office (PMO) Managers, page 2-7.
Use the Acquisition Plans dashboard to:
• Track the progress of procurement requirements in a timely and cost-effective
manner.
• Identify plans waiting for approval.
• Follow up on expiring plans.
• Analyze reasons for plan rejection.
• Gain insight into the number of acquisition plans per plan amount.
• Monitor the performance of milestones.

• Review the status of milestones in acquisition plans.
• Measure the time taken for completion of milestones by gathering details about
milestone duration.
• Update acquisition plans.
Access the Acquisition Plans dashboard using the following navigation.

CLM iProcurement responsibility >Command Center >Acquisition Plans
Acquisition Plans Dashboard
The following table describes the dashboard:
Component Description
Requires Attention (summary bar) This summary bar displays the following
metrics.
• Pending Approval: This metric shows the

number of acquisition plans for which
you are the administrator that are waiting
for approval. Approvers can include you
and others. To follow up on approvals,
use the Current Approvers column in the
Acquisition Plan Details results table.
• Expiring Plans: This metric shows the

number of acquisition plans that expire
within 30 days.
• Rejected Plans: This metric shows the

number of rejected acquisition plans.
Update or correct the rejected plans and
resubmit them for approval. You can also
cancel the plans.
Acquisition Plan Summary (Count) by The chart shows the number of plans in each
Acquisition Plan Amount (chart) range of amounts, and the amount
distribution by percentage. The hover text for
each segment on the chart displays the
number of acquisition plans in a specific
amount range.
Milestone (Count) by Execution Status This bar chart displays the number of
(chart) milestones for various execution statuses.
Acquisition Plan Details and Milestone These tables display acquisition plan
Details (results tables) summaries and milestone details. Use
attribute groups in the results tables to see
more information about acquisition plans. To
edit the details for an acquisition plan or a
milestone, click the link icon in the Update
column.
Options (table-level actions) The following are the common actions that are
available from the Options icon in the results
tables.
• Compare: Select multiple rows to

compare information.
• Export: Use this action to export the

search results in a comma-separated
values (CSV) file.
PMO Requisitions Dashboard

The Requisitions dashboard provides end-to-end visibility into requisitions
management. From this dashboard, you can review, monitor, and analyze requisitions.
Use the Requisitions dashboard to:
• Prioritize work and discover and resolve problems in requisition management.
• Review requisition authorization status.
• Analyze reasons for requisition rejection.
• Track the status of Military Interdepartmental Purchase Requests (MIPRs).
• Monitor contract lines (CLINs) and sublines (SLINs).
• Take action to decrease requisition backlog.

• Monitor pending requisition tasks.
• Review requisitions that are pending approval and follow up with approvers.
• Identify and follow up on options that are due for exercising.
• Analyze the fund status of requisition lines.

• View the percentages of requisition lines that are fully, partially, and not
funded.
• View the reserved and funded value for requisition lines.
• Evaluate project budget details using information such as project obligated funds,
task obligated and unobligated funds, and the remaining budget.
• Assess business priority and project information using details such as the Defense
Priorities and Allocations System Rating (DPAS) and the customer project code.
Access the Requisitions dashboard using the following navigation:

CLM iProcurement responsibility > Command Center >Requisitions
Requisitions Dashboard
metrics.
• Pending Approval: This metric shows the

number of requisitions that are waiting
for approval. Click this metric to view the
current approvers in the results table and
to follow up on approvals.
• Rejected: This metric shows the number

of rejected requisitions
• Options Due for Exercising: This metric

shows the number of requisition option
lines that are due for exercising
Status (tab) This tab shows the following charts:
• Requisition (Count) by Requisition

Type, Authorization Status (chart)
By default, this bar chart shows the

number and the authorization status of
requisitions for each requisition type. The
group dimensions are acquisition plan,
customer project code, requesting office,
issuing office, and COR office.
• Requisition Line (Count) by Line Status

(chart)
This pie chart shows the percentage of

requisition lines for each line status. The
hover text for each segment displays the
number of requisition lines in that status.
Analysis (tab) This tab shows the following charts:
• Requisition Line (Count) by Fund Status

(chart)
This pie chart shows the percentages of

lines that are fully, partially, and not
funded. The hover text for each pie chart
segment displays the number of lines in
that fund status.
• Requisition Amount (Sum), Requisition

(Count) by FSC or PSC (chart)
By default, this bar chart shows the sum

of requisition amounts and the number of
requisitions by FSC or PSC. Select a
different dimension to view the sum of
requisition amounts and the number of
requisitions by project, task, expenditure
type, expenditure organization, or item.
Requisitions, Requisition Lines, Funding, These tables display requisitions summaries

and Budget Details (results tables) and details for requisition lines, funding, and
budget. Use attribute groups in the results
tables to see more information about
requisitions. To view details for requisitions,
requisition lines, and funding, click the link
icon in the View column.
Options (table-level actions) See Performing Actions, page 2-15 for

information about the available actions that
you can perform by selecting the Options icon
in the results tables.
Performing Actions
The following sections describe the actions that you can perform from the Options icon
in the results tables.
Common Actions
The following are the common actions that are available from the Options icon in the
results tables.
• Compare: Select multiple rows to compare information.
• Export: Use this action to export the search results in a comma-separated values
(CSV) file.
Actions for Requisitions
Actions for Requisition Lines
The following table describes the actions available when you select the Options icon in
the results tables. Select one or more rows and click the Options icon to act on your
selection.
Action Results Table Action Description
Liquidate Requisitions, Use this action to unreserve funds from

Requisition requisitions and requisition lines. If there
Lines are funds remaining in a requisition, and
they will not be used to fund other awards,
then the remaining funds can be liquidated.
Liquidation unreserves funds from
requisitions only, and this action does not
affect the line amounts and distributions.
Note: If a requisition is partially awarded

and the amendment on the requisition is in
process, then you cannot liquidate this
requisition.
You can unreserve funds from the

following requisitions:
• Approved requisitions
• Approved requisitions, which are

partially placed on awards or
requisition funds partially utilized for
awards and the remaining funds are
available in the requisitions.
• Requisitions that are placed on an

award
• Requisitions with funds partially

utilized for awards
To view requisitions that are partially

utilized for awards, in Available
Refinements, select Liquidatable and date
range options. In the Requisitions Lines
table, select the Details option and review
the Liquidatable column, which shows
whether requisition lines are allowed for
liquidation. The Funds Liquidatable
column displays the funds that are
available for liquidation.
To unreserve funds:
1. Select the appropriate requisition lines
and click Liquidate. A Review page
appears, which displays information
about the status of lines and whether

the selected lines are allowed for
liquidation.
2. Submit to unreserve funds.
Cancel Requisitions, Use this action to cancel multiple

Requisition requisitions as part of the period end
Lines process to relieve funds from commitments.
You can cancel the following requisitions:
• Approved requisitions
• Requisitions that are not placed on an

award
• Requisitions that do not have an

amendment in progress.
To cancel requisition lines, use the

Requisitions in pool and date range filters
from Available Refinements and review
the requisition lines. When you select lines
and click Cancel, a Review page appears
with lines' details. Review the status of
lines, enter a reason for cancellation, and
click Submit.
Cancelling Project Related Requisitions
Note: To cancel project related

requisitions, you must have access to
Oracle Projects Command Center.
To cancel requisition lines of a project:

1. Navigate to the Oracle Projects
Command Center, Budgetary Control
dashboard.
2. In the Projects tab, select one or more

project rows and then select View
Unobligated Requisitions in the
Options icon. The PMO Requisitions
dashboard appears with the
requisitions for the selected projects.
3. Review the requisitions lines and select

Cancel from the Options icon.
4. Review the status of the requisitions

lines and provide a reason for the
cancellation.
5. Submit your action.
PMO Solicitations Dashboard

Use the Solicitations dashboard to track and analyze the solicitation process.
You can:
• Speed up the procurement process by monitoring the progress of solicitations.
• Track draft solicitation amendments that are waiting for approval.
• Review open protests and take action to resolve them.
• Follow up on solicitation deliverables that are due or overdue.
• Quickly see the total number of solicitations per solicitation type and view their
statuses.
• Review the time taken by each solicitation in a solicitation phase.
• Review responses to solicitations.
Access the Solicitations dashboard using the following navigation.

CLM iProcurement responsibility >Command Center >Solicitations
Solicitations Dashboard
metrics.
• Amendments: This metric shows the

number of active solicitation amendments
that are either in draft or waiting for
approval
• Open Protests: Use this information to

resolve the protests and change the status
of the solicitations.
• Deliverables Due: This metric shows the

number of solicitation deliverables that
are due or overdue.
Solicitation (Count) by Status, Solicitation By default, this bar chart shows the number
Type (chart) and the status of solicitations for each
solicitation type. Select a different dimension
to view the number and the status of
solicitations by solicitation number, sourcing
project, category, or acquisition plan.
Elapsed Time (Average) by Solicitation This bar chart shows the average time it takes
Phases, Solicitation Amount Range (chart) to process solicitations through phases and by
amount ranges.
Solicitations, Solicitation Lines, Responses, These tables display solicitations summaries

Deliverables, Protests, and Forms and and details for solicitation lines, responses,
Notices (results tables) deliverables, protests, and forms and notices.
Use attribute groups in the results tables to see
more information about solicitations. To view
details, click the link icon in the View column
in these results tables.
tables.


values (CSV) file.
PMO IDVs Dashboard

Use the IDVs dashboard to:
• Identify IDVs that must be completed.
• Monitor the status of IDVs.
• Compare the amount agreed to with the amount released for IDVs.
• Review header-level and line-level IDV details.
• Review the ordering constraints for IDVs.
• Analyze the business priority and set-aside information such as the set-aside status,
the set-aside type, and the set-aside percentage.
• Match new requirements to existing IDVs using the Federal Supply Classification
(FSC) or the item description.
Access the IDVs dashboard using the following navigation.

CLM iProcurement responsibility > Command Center >IDVs
IDVs Dashboard
Note: You can view only IDVs that are approved.
Requires Attention (summary bar) The Expiring IDVs metric shows the number
of IDVs that will expire within the next 30
days.
IDV Number (Count) by IDV Type, Status This bar chart shows the number and the
(chart) status of IDVs for each IDV type.
Amount Agreed (Sum), Amount Released This dual metric bar chart shows the sum of
(Sum) by IDV Number (chart) the amount agreed to and the sum of the
amount released – that is, the amount
consumed for an IDV.
IDV Details (tabbed component) These tables show details for IDV headers and
lines. Use attribute groups in the results tables
Header and Lines (results tables) to see more information about IDVs. To view
details for a header or a line, click the link icon
in the View column.
tables.


values (CSV) file.
PMO Awards Dashboard

Use the Awards dashboard to:
• Track and monitor award-related tasks and take corrective on open protests,
deliverables due, and draft and rejected post-award requests.
• Assess awards and their statuses to follow up and complete them.
• Review the award header and lines summary and details.
• Review the budget distribution amount set for specific disadvantaged businesses
for compliance.
• Compare awarded, funded, billed, received, and paid amounts.
Access the Awards dashboard using the following navigation.

CLM iProcurement responsibility >Command Center >Awards
Awards Dashboard
Note: To view awards, the following rules apply:
• The awards must be approved with backing requisitions.
• You must have access to the backing requisitions.
metrics:
• Options Due for Exercising: This metric

shows the number of award option lines
that are due for exercising.
• Open Protests: Use this metric to resolve

protests and change the status of awards.
• Deliverables Due: This metric shows the

number of award deliverables that are
due or overdue.
• Draft PARs: This metric shows the

number of draft post award requests
(PARs).
• Rejected PARs: This metric shows the

number of rejected post award requests
(PARs).
Status (tab) This tab contains the following charts.
• Award Number (Count) by Status,

Award Type: By default, this bar chart
shows the number and the status of
awards for each award type. The group
dimensions are administration office,
invoice office, issuing office, and payment
office. The dimensions are administration
office, invoice office, issuing office,
payment office, and COR office.
• Set-Aside Amount by Set-Aside Type:

This pie chart shows the percentage of
amount distribution for a set-aside type.
Analysis (tab) This tab contains the following charts.
• Award Number (Count) by Award

Amount Range: This pie chart shows the
number of awards in each award amount
range.
• Award Total (Sum), Funded Value

(Sum), Amount Billed (Sum) by Award
Number: This dual metric bar chart helps
you see the total award amount, the
funded value, and the amount billed for
an award.
Awards (tabbed component) These tables display details for headers, lines,
schedules, funding, deliverables, and protests.
Header, Lines, Schedules, Funding, To view details, click the link icon in the View
Deliverables, and Protests (results tables) column in these results tables.
Post Award Requests (tabbed component) These tables display details for headers, lines,
schedules, and funding. Use attribute groups
Header, Lines, Schedules, and Funding in the results tables to see more information
(results tables) about awards. To view details, click the link
icon in the View column in these results
tables.
tables.


values (CSV) file.
3
Shop
Stores
The CLM iProcurement application consists of the following main tabs: Shop,
Requisitions, Receiving. The Shop tab consists of the following sub-tabs: Stores,
Shopping Lists, and Non-Catalog Requests.
When you need to shop for a particular item or service, click the Stores sub-tab and then
select a store. The catalogs associated with that store are displayed and you can search
for a specific item or service from a catalog and then select it for your use.
Use the Search LOV to find an item associated to that store. You can filter an item by
store as well.
Click the Advanced Search button to specify other search criteria such as Store,
Description, Supplier Item, Supplier. For more search criteria, use the Add Another
LOV to add additional search criteria and click Add. Enter a value for the search criteria
and click Go to search for the item.
The Stores region lists all the stores that you have access to. Click on a store to open it
and view the catalogs associated with it. Click on a catalog to view the items associated
to the catalog. For example, Main Store has a catalog called Industrial Supplies, which
in turn has several item categories such as Abrasive Belts, Casters, Pliers Sets, Utility
Carts etc. Click on any item category to view the items in that category.
The Stores search results region also enables you to perform the following additional
activities:
• Add to Favorites: Click on Add to Favorites in order to be able to add an item to
your primary favorites list. A message displays on the page, confirming that you
have added one or more items to your primary favorites list.
• Add to Compare: You can compare items for variables such as price and supplier
information by clicking Add to Compare, then click Compare in the Compare Items
region.
Shop 3-1
Note: You cannot use the Add to Compare option for CLIN/SLIN
structures.
• Add IDV Structure to Cart: Add IDV Structure to Cart enables you to add items
along with the entire CLIN/SLIN structure as defined from the IDV, to the shopping
cart. For example, if your cart contains personal computers, you could add a IDV
structure that contains other hardware such as Hard Disks, CD-ROM Drives and
Keyboards to the Shopping Cart. Thus, you would have a complete requisition for
the hardware needed.
Items and services in the stores that are associated with IDVs, need to be validated
as active. When creating a requisition for an item associated with an IDV, the
system checks if the system date is within the IDV start date and IDV end date. If
so, the item is valid and active and is displayed to the requester. Otherwise, the
item is not active, and is not displayed. Additionally, inactive items are highlighted
to approvers in the requisition approval notification, if the item becomes inactive
during the approval process.
Note: Requisition Templates and Contractor Requests are not

supported in CLM.
When you add an item to your shopping cart, it gets added as a CLIN (contract line) in
the requisition. You can further add an item as a SLIN (sub-line) or an option line to the
CLIN. For more information on CLINs/SLINs, please refer to the appendix - Common
CLM Functionality.
For items sourced from an IDV, you can add a complete CLIN/SLIN structure of that
item as is found in the IDV, by clicking on Add IDV Structure to Cart.
The Add as SLIN or Option button enables you to add the item line as a SLIN or an
Option Line. For more information on SLINs, please refer to the appendix – Common
CLM Functionality, page B-3. For more information on Option Lines, please refer to
the appendix – Common CLM Functionality, page B-7. When you click the Add as
SLIN or Option button, the Add Item as SLIN or Option page displays with the item
details. The existing lines are also displayed below the item details rows.
To add an item as a SLIN, select the value SLIN from the Add As LOV and also select
the Parent CLIN to which the SLIN should be added, and then click Add to Cart. The
Shopping Cart region displays the additional lines that you added.
To add an item as an Option line, select the value Option SLIN or Option CLIN from
the Add As LOV. Enter the Option Dates and optionally select the base line from the
Base Line LOV for the option line. If you wish to add an option SLIN, you also need to
specify the Parent CLIN because the Parent CLIN field is mandatory for any SLIN.
Click Add to Cart to add the option line(s) to the shopping cart. The Shopping Cart
region displays the additional lines that you added.
The Stores page also consists of the following regions:
• Shopping Cart – The Shopping Cart region provides a summary of the items that
you have added to the shopping cart. Select an item from the store, catalog, or item
category and click Add to add it to your shopping cart. This creates a requisition
line from the shopping cart. You can view the items added to the cart and checkout.
For more details, please refer to the section Shopping Cart.
• My Requisitions – this region provides a summary of the recent requisitions created

by you. It displays the Requisition number, Description, Total (value), Status.
Recent incomplete requisition amendments are also displayed in this region. You
can copy the requisition, create a requisition amendment for changing the values
you need to change, or express receive the requisition (if it has been approved and
has an award associated to it). Click Full List to go to the Requisitions tab, where
the entire list of requisitions is displayed.
• My Notifications – this region summarizes the notifications that have been sent by
Oracle Workflow.
Related Topics
Document Numbering, page B-1
Contract Line / Sub-Line (CLIN / SLIN), page B-3
Exhibit Line / Contract Data Requirements List (ELIN/CDRL), page B-6
Options, page B-7
Pricing, page B-9
Funding, page B-15
Copy Action, page C-1
Shopping Lists
A shopping list consists of a list of items that you would request for / procure
frequently. The Shopping Lists page displays the items in your favorite lists. Select a
favorite list from the Select List LOV and click Go. The items in your favorite list are
displayed in the search results page. Sort by various fields such as Currency,
Description etc., in ascending or descending order.
As in catalogs, when an item gets added from the shopping list to the shopping cart, it
gets added as a CLIN (contract line). You can also add items as SLINs or Option lines
(items that you wish to purchase at a future date) to the shopping cart. For more
information on CLIN/SLIN and Option lines, please refer to the appendix - Common
CLM Functionality.
Add all the items in the favorite list to your cart by clicking Add All Items to Cart. Add
Shop 3-3
the items to your cart as SLINs or Options. For more information on SLINS and
Options, please refer to the appendix – Common CLM Functionality.
You can delete an item from your favorite list by clicking Delete. A warning message
displays, confirming if you want to continue with the deletion of the item from the
favorite list. Please note that the item gets removed from your favorite list only, it is
retained in the store.
Add IDV Structure to Cart enables you to add items along with the entire CLIN/SLIN
structure as defined from the IDV, to the shopping cart. For example, if your cart
contains personal computers, you could add a IDV structure that contains other lines
that consists of hardware such as Hard Disks, CD-ROM Drives, and Keyboards to the
shopping cart. Thus, you would have a complete requisition for the hardware needed.
Create shopping lists as public and personal favorites using the Preferences page. Click
the Preferences link at the top of any iProcurement page and select the iProcurement
Preferences hyperlink.
In the Favorites region of the iProcurement Preferences page, click Add Another Row.
Enter a name for your new favorite list and click Apply. If you want this list to be your
default, select it and click Set as Primary.
Your lists are displayed in the Select List drop down in the Shopping Lists page. You
can move items from one favorite list to another by selecting the item in your search
results and clicking Move.
Creating a Non-Catalog Request

Non-catalog requests help you purchase goods and services not available in the online
catalog. Your agency maintains a catalog of items, item information, and preferred
supplier information. When searching, you search this online catalog. Use non-catalog
requests to request items that are not available in this catalog.
The requisitioning process for catalog and non-catalog request items are similar except
that for a catalog item, you search for the catalog item online and select it while for a
non-catalog request, you enter the item information yourself. In both cases, the
checkout process is the same.
Select an Item Type - Goods billed by Quantity, Goods or Services billed by Amount,
Services billed by Quantity.
Enter the Item Description - this is a mandatory field.
Enter a Category - Category represents the purchasing category of the item.
Select the Informational checkbox to indicate that the line is an Informational line and
not a priced line.
Select a Contract Type - A Contract Type is used to determine the pricing calculation for
the item or service to be procured. For example, if the Contract Type is Firm Fixed Price,
the price is calculated as Quantity * Unit Price. For an item type of Goods billed by
Quantity, the Contract Types are different from the item type of Goods or Services
billed by Amount. For more information on Contract Types and their pricing formulas,
please refer to the appendix - Common CLM Functionality, page B-9.
Enter a Cost Constraint, if required. The default value of the Cost Constraint field is
Null. A Cost Constraint is an indicator at CLIN/SLIN level that controls the pricing or
the document printing behavior for that CLIN/SLIN.
Enter a Quantity, Unit of Measure, Unit Price, Currency as per your requirements. The
Extended Price is automatically calculated for that item or service. Below the Extended
Price field, a pricing formula is displayed, telling you the formula that was used in
calculating the Extended Price. Please note that the final calculated price may be called
Extended Price or something else, depending on factors such as the Contract Type and
other pricing attributes that to into the price calculation. For goods or services billed by
amount item types only, the Pricing Details hyperlink is displayed; on clicking the
hyperlink, the Pricing Details popup displays, showing you additional pricing
attributes that contribute to the calculation of the final price.
The Pricing details popup is enabled only for amount-based lines. Depending on the
contract type you select for the amount-based line, the relevant pricing attributes
display in the popup. You can enter the values in the popup for the attributes and the
formula as well as the final calculated price is shown in the line in the total line amount
field (this field may be called Extended Price, Total Amount, etc, depending on the
contract type and formula).
Solicitation Required: By default, this field is hidden on the page that the requester uses
to enter the non-catalog request. Requesters use the Solicitation Required flag to
indicate to the buyer that he should request for a quotation for the item. This is an
optional field.
Negotiated: By default, this field is hidden on the page that the requester uses to enter
the non-catalog request. Use the Personalize Page link at the top of the page if you want
to display this field. Use the Negotiated field if you are or will be implementing Daily
Business Intelligence (DBI) for Procurement. If you select Yes, then DBI for Procurement
considers all items ordered through this template to have negotiated prices, for
reporting purposes. By default, this field is set to No and is optional.
Select a Contract Number that you have established with the supplier for procuring
goods or services.
If you enter supplier information for a non-catalog request, selecting the New Supplier
check box tells iProcurement not to validate the supplier. This allows you to enter a
name for suppliers that are not yet approved for use by your organization. It does not
add them to your supplier base. This is an optional field.
Select a Supplier Name and a Supplier Site that you will be procuring the goods or
services from. You can enter the Supplier Contact Name, Phone Number and the item
number as specified by the supplier. For example, your item number is AS54999,
however your supplier item number for the same item is PC93938.
You can add the non-catalog item to your primary favorites list by clicking the Add to
Favorites button.
Shop 3-5
Add to Cart adds your non-catalog item to the shopping cart as a CLIN. The line
displays in the Shopping Cart region on the right of the page. Click View Cart and
Checkout to initiate the checkout process. The checkout process will convert the non-
catalog request to a requisition CLIN.
The Add as SLIN or Option button enables you to add the item line as a SLIN or an
Option Line. For more information on SLINs, please refer to the appendix – Common
CLM Functionality, page B-3. For more information on Option Lines, please refer to
the appendix – Common CLM Functionality, page B-7. When you click the Add as
SLIN or Option button, the Add Item as SLIN or Option page displays with the item
details. Select one of the following values from the Add As LOV – SLIN, Option SLIN
or Option CLIN. If you have selected SLIN or Option SLIN from the Add As LOV, you
also need to select a Parent CLIN for the SLIN or Option SLIN. For Option SLINs and
Option CLINs the Base Line LOV displays to enable you to select a base line for the
option line. This is an optional field, because option lines can be created without base
lines too. Click Add to Cart and the Shopping Cart region displays the additional lines
that you added.
Step 1 of the checkout process involves entering the requisition information. For more
details on entering the relevant data in this page, please refer to the Purchase
Requisitions chapter in this guide.
Step 2 of the checkout process involves viewing and managing approvals and notes.
View the approvers and enter a justification if you need to make any changes to the
approval hierarchy. Optionally enter a note to the buyer.
Step 3 of the checkout process involves reviewing and submitting your items. The
Review and Submit Requisition page displays the header, line and attachment details
associated with your checkout. You can choose to Save your work and return to it at a
later point of time. You could also opt to submit the requisition for approval by clicking
Submit. When you click Submit, a confirmation message displays, telling you that the
requisition (with a Purchase Requisition number) has been submitted for approval.
Click the Continue Shopping button to return to the Stores page and proceed with your
shopping activities.
4
Purchase Requisitions
Preferences page
Click the Preferences link located at the top of the page to view and edit the default
values that will appear on the requisition. The CLM Preferences (Office and Contacts
defaults) link opens a region that enables you to select the Location and Contact for an
Office Type (COR Office, Requesting Office, Issuing Office etc.). The selected master
data defaults the addresses and charge account information on the requisition. You can
change the values of the defaulted data on the specific requisition. This data on the
requisition is retained, even if the preference settings change at a later point of time.
Shopping Cart
A requisition is created when you add items to a shopping cart (catalog or non-catalog
items) and checkout the items. Checkout is a 3-stage process. Each stage has it's own
page and sub-pages that you can drill down to, in order to enter the information
relevant to the requisition. Given below are the details of the 3-stage checkout process.
Note: Please note that internal requisitions are not supported in CLM.
Note: Purchase requisitions may also be created using other e-Business

Suite modules (such as Planning, Manufacturing, etc). Please note that
in a CLM enabled instance, these purchase requisitions are always
imported as non-FAR documents. As a result, the subsequent or
ensuing orders are also created as non-FAR (non-CLM enabled)
documents. As non-FAR (non-CLM enabled) documents, they are
seamlessly integrated with Receiving and Invoicing functions in e-
Business Suite.
Shopping Cart enables you to create requisitions quickly and in a user-friendly manner.
Select an item that you have chosen from a store or from a shopping list search result
Purchase Requisitions 4-1

and click Add to Cart. The item gets placed on the shopping cart and the Shopping Cart
region displays the item that you have added. Please note that the item gets placed on
the shopping cart as a CLIN (contract line), that is, it becomes a line in the requisition.
If one or items in this shopping cart have information templates associated to them, you
can provide additional information for those items in the shopping cart page. For more
information on Information Templates, please refer to the Oracle iProcurement
Implementation and Administration Guide.
The Shopping Cart displays the number of lines that it contains as well as some details
of recently added lines. Click View Cart and Checkout to proceed with the checkout
process. The Shopping Cart page opens, displaying the line information for the item(s)
you added to the shopping cart. You can edit the line numbers that have been defaulted
for CLINs on this page.
Click Organize Lines if you wish to move the lines to other locations, for example, you
wish to move a line to be a SLIN below a CLIN. The Organize Lines page displays. The
Organize Lines page consists of 2 regions: Current Structure (source) and Target
Structure (destination). Select one or more lines by clicking on the Select checkbox in the
Current Structure region. Then select the type of move you wish to perform using the
Select Action LOV in the Target Structure region. Select from one of the 3 possible
values: Move After Selected Line (moves the line after the line you selected in the
previous page), Move Before Selected Line (moves the line above the line you selected
in the previous page) and Move as subline(s) under selected line (moves lines as SLINs
under selected CLIN).
The action Move as sub-line(s) under selected line is not applicable for:
• Option SLINs without a base line
• SLINs that are base lines
• CLINs containing cross-linked option lines
Click Done to save and apply your changes and return to the previous page. The
Shopping Cart page displays, showing you the new structure of the lines.
Clicking Save saves the items of the shopping cart in an incomplete requisition. The
items will remain in the shopping cart and will not be converted to purchase requisition
lines.
Click Checkout if you wish to save your work, check out your items and convert the
shopping cart items into requisition lines. Checkout is a 3-step process which you can
follow to checkout your items quickly.
Step 1 of the checkout process involves entering the requisition information. For more
details on entering the relevant data in this page, please refer to the Purchase
Requisitions chapter in this guide.
Note: The Emergency Requisitioning feature is not supported in CLM.
View the approvers and enter a justification if you need to make any changes to the
approval hierarchy. Optionally enter a note to the buyer.
Step 3 of the checkout process involves reviewing and submitting your items. The
Review and Submit Requisition page displays the header, line and attachment details
associated with your checkout. You can choose to Save your work and return to it at a
later point of time. You could also opt to submit the requisition for approval by clicking
Submit. When you click Submit, a confirmation message displays, telling you that the
requisition (with a Purchase Requisition number) has been submitted for approval.
Click the Continue Shopping button to return to the Stores page and proceed with your
shopping activities.
When the items and the CLINs/SLINs/Options are added to the requisition via the
shopping cart, you can go to the requisition lines and edit the information as per your
requirement, anytime before the requisition is submitted for approval.
Related Topics
Document Numbering, page B-1
Contract Line / Sub-Line (CLIN / SLIN), page B-3
Exhibit Line / Contract Data Requirements List (ELIN/CDRL), page B-6
Options, page B-7
Pricing, page B-9
Funding, page B-15
Copy Action, page C-1
Checkout: Requisition Information

The first stage displays the Checkout: Requisition Information page. Enter the relevant
requisition header information on this page.
A requisition number is automatically assigned to the requisition. This number
typically has the following structure, which can be changed during setup: Prefix-Fiscal
Year-Agency Identifier- Serial Number (example: PR-10-CDC-12345). For more
information on document numbering, please refer to the appendix - Common CLM
For more information on setting up CLM document numbering, please refer to the
Oracle Contract Lifecycle Management for Public Sector Implementation Guide.
Click the Edit Requisition Number link below the Requisition Number to change the
numbering sequences and serial numbers via the popup.
Enter a Requisition Description that will help you to identify the requisition's purpose.
The requisition description is defaulted from the description of the first item. This is a

mandatory field.
Addresses region
The Addresses region in the Checkout: Requisition Information page enables you to
enter the relevant office addresses and contacts for the following offices. Please note
that the addresses and contact information default based on the address preference
setup in the Preferences page, however you can overwrite the default values.
• Suggested Property Administration Office: The Suggested Property Administration
Office is responsible for maintaining and tracking any government property that
may be acquired or used as part of the resulting contract. When the requisition is
created, the requester decides whether the line item has a government property
implication and if that is the case, selects the suggested property administration
office and contact. The Suggested Property Administration Office details are
defaulted on the requisition by selecting the information; however the details can be
changed at any point of time using the LOVs for Location and Contact. You can
only select from one of the locations that have been designated as a potential
Property Administration office and that office and address should be active at the
time of selection (this is always a government office location).
The following address fields are defaulted from the master data: Office Name,
Address Line 1, Address Line 2, City, State, Postal Code, and Country.
The following Contact details are displayed for the Suggested Property
Administration Office: Name, Telephone Number, and E-mail Address. You can
establish a default Property Administration contact associated to the Property
Administration office that will populate the requisition upon creation, however the
details can be changed on the requisition.
• Suggested COR Office: The COR is the Contracting Officer Technical

Representative – a stakeholder who has responsibility around the contract. Within
the system, the CORs' duties could include accepting deliverables under the
contract, and receiving notifications related to the contract.
When the Requisition is created, the buyer decides if a COR is necessary for the
procurement and, if so, the buyer selects an appropriate COR and COR address.
Follow on tasks for approval of invoices and acceptance of services or similar items
may also be assigned to the COR. You can only select from one of the locations that
have been designated as a potential COR office and that office and address should
be active at the time of selection (this is always a government office location).
The following Contact details are displayed for the Suggested COR Office: Name,
Telephone Number, and E-mail Address. You can establish a default Suggested
COR contact associated to the Suggested COR office that will populate the
requisition upon creation; however the details can be changed on the requisition
using the Contact LOV.
• Issuing Office: This is the office that receives the requisition for the purpose of
competing and awarding the requisition. You can only select from one of the
locations that have been designated as a potential Issuing office from the Location
LOV and that office and address should be active at the time of selection (this is
always a government office location).
The Issuing Office Contact Name is the Contracting Officer's Name. This is the
name of the individual responsible for the contracting action. This field prints on
each standard form in the Printed Name block near the signature block depending
on the form. The following details for the Issuing Office Contact are displayed
depending on the contact you choose from the Contact LOV: Name, Title, Phone
Number, E-mail Address.
• Requesting Office: This is the office where the requisition originates. The buyer who
is assigned the purchase requisition uses the address to know who to contact in the
case the requisition needs to be revised or questions arise. It can also be used in
reporting to find out how much business is coming from the different offices. You
can only select from one of the locations (using the Location LOV) that have been
designated as a potential Requesting office and that office and address should be
active at the time of selection (this is always a government office location). This
information is defined on the originating requisition and is forwarded to the
solicitation and then to the award.
The following details for the Requesting Office Contact are displayed: Name, Title,
Phone Number, E-mail Address. You can establish a default Requesting Office
contact associated to the Requesting office that will populate the requisition on
creation, however it can be changed subsequently on the requisition using the
Contact LOV.
Business Priority and Project Information region

The fields in the Business Priority and Project Information region are:
• DPAS Rating: Defense Priorities and Allocations System Rating. This is a list from
which you can select a value.
• Priority Code: A numerical rating, 1-15, that describes the priority and is used
internally within the Department of Defense. It is from the UNIFORM MATERIAL
MOVEMENT AND ISSUE PRIORITY SYSTEM. It helps buyers prioritize their
workload and is also used for management tracking in reports. This is a list from

which you can select a value.
• Customer Project Code: This LOV identifies documents created for special
programs, exercises, projects, operations, or other purposes. Sites can establish their
own set of codes and use them to identify and group solicitations. Used in
reporting, especially across entire agencies, to find out how much was done for a
given project.
• Customer Project Text: Text Description of the selected project code. Used in
given project. The value in this field gets defaulted, depending on the value you
select in the Customer Project Code LOV. However you can edit the defaulted
value.
Sourcing Information region

The fields in the Sourcing Information region are:
• Suggested Award Number: This free-text field enables the requestor to specify a
contract or agreement that the need can be fulfilled under, or enter a Federal Supply
Schedule number (free-entry) to provide the contracting specialist with this
information. This information can be used by the Procurement Office Manager to
assign out the requisition to a specialist familiar with the base contract, and can be
used by the contract specialist as guidance. The contracting specialist does not need
to award the requisition under that vehicle, it is suggested but not required. If this
field is populated, the award does not get automatically created.
• Justification and Approval Number: This is a free-text field where you can enter the
number assigned to the Justification and Approval document. The Justification and
Approval is an attachment that would contain information such as the justification
for pursuing a sole-source buy instead of a competed procurement.
• Security Clearance Required: This list indicates the security clearance required for
the action. The contracting officer would use this information to inform the source
selection process (vendors could only be selected with the ability to staff work with
the individuals possessing the designated clearance), no system validation is
required as the vendor employee information is not recorded in CLM.
Delivery Information region

The following fields are in the Delivery Information region. Fields in this region are
used to enter default values for all the lines in the requisition.
• Need-By Date: Need-by Date is the contractual start date that the vendor must
perform the services.
• Period of Performance Start Date and Period of Performance End Date: The Period
of Performance (POP) is specified for services. The POP defines the period in which
the service will be provided. Both a start and end date must be specified.
Note: If Period of Performance dates are entered, then a Need-by

Date cannot be specified.
• Requester: The person who wishes to procure the items or services. Select a person
from the Requester LOV.
• Deliver-To Location: This is the location to which the supplier needs to deliver the
items/services. Select a location from the Deliver-To Location LOV.
• The Enter One-Time Address hyperlink enables you to enter an address that has not
been defaulted in the Deliver-To Location. This address entry is meant for this
requisition only.
• The Deliver to Inventory checkbox, if selected, indicates that items are to be

delivered to Inventory
• Subinventory: If the Deliver to Inventory checkbox is selected, you need to specify a

subinventory.
Billing region
The information in this region is related to Oracle Projects and Billing. Fields in this
region are used to enter default values for all the lines in the requisition. For more
information, please refer to the Oracle iProcurement Implementation and Administration
Guide.
Editing Requisition Lines

In the Checkout: Requisition Information page, click Edit Lines in order to view and
edit the requisition lines.
The Line Number is automatically populated for you. A line can be a CLIN (contract
line) or a SLIN (sub-line). A CLIN/SLIN can be a priced line or an informational line. An
informational line does not have any pricing details associated with it. Similarly, SLINs,
which are used to capture additional information about the CLIN, can be priced sub-
lines or informational sub-lines.
CLIN numbers are always 4 digit numeric values that fall in the range 0001-9999. SLINS
are lines that use a 6-character numbering format – numeric or alphanumeric. The first 4
digits of the SLINs are populated with the parent CLIN number. The next 2 digits are
automatically generated, based on whether the SLIN is a Priced sub-line or an
Informational sub-line. Informational SLINs have the last 2 digits numeric values in the

range 01-99. For Priced SLINs, the last 2 digits are always alphabetical values ranging
from AA to ZZ (except the alphabets I and O which are not used in number generation
at all).
A CLIN or SLIN can be further defined as an Option Line. An Option Line stores and
displays information that is used at a future point in time. For example, in a CLIN/SLIN
structure that consists of the following, SLIN 0001AD is an Option Line:
• SLIN 0001AA – Hard Disk 8 GB
• SLIN 0001AB – Mouse
• SLIN 0001AC – Keyboard
• SLIN 0001AD – Servicing of Hard Disk 8 GB (Option Line)
In the example above, the SLIN 0001AD can be exercised or used only in the future (i.e.
when the warranty coverage for the above hardware part expires). Please note that you
can create an option line without a base line as well.
Option lines cannot be Informational lines but the base line of an option line can be an
Informational line. The base line of an option line cannot be an option line.
The Requisition Information: Edit Lines page consists of 4 tabs – Delivery, Billing,
Accounts, and Attachments.
Using the Edit Lines page, you can edit the line information in the Delivery, Project,
Item and Accounting tabs. You can also perform actions such as copy, delete and
reorganize the CLIN/SLIN structure of the requisition lines.
Delivery: The fields that you can change on the Delivery tab are: Need-By Date, Period
of Performance Start Date, Period of Performance End Date, Requestor, Deliver-To
Location, and Destination Type.
Note: Please note that Need-By Date and the Period of Performance
dates cannot be entered together, you would need to enter either one of
them.
Billing: Select a p-card if applicable. The fields you can change on the Billing tab are:
Project, Expenditure Type, Expenditure Organization, Expenditure Item Date.
Click the Split icon to split the line into 2 or more billing lines. The Requisition
Information: Split Cost Allocation page opens, enabling you to split the line. Click
Apply to return to the Edit Lines page. When you click Apply, the GL Date is either
automatically corrected or validated with an error message. Please refer to the GL Date
field description for more information.
Accounts: The charge account for the line is defaulted in this tab, along with the line
information. You can also split the line into 2 or more lines using the Split icon.
Click the Charge Account hyperlink in order to enter the funding and other account
related information for the line.
External Account: In cases where CLM is used without Oracle e-Business Suite as the
backing financial system or when a CLM site needs to use funds from another agency,
the External Account field is present to record line of accounting that represents the
funds from the other system. This is a free text, non segmented, non-validated field that
can be printed and externally integrated.
Fund Source Not Known: Use this checkbox to indicate to the system that the charge
account for this request is not known yet. For example, the requester might want to
initiate the requisitioning process so that the procurement office can complete the pre-
award activities (solicitation, supplier selection) by the time the source of funds
becomes available. This checkbox is not available for lines that do not have
distributions. Examples of such lines are: Informational Lines, Option Lines, Priced
CLINs with Informational Funded SLINs. For the rest of the purchase requisition lines,
this checkbox is available for use. If you select Fund Source Not Known, the system
warns you that it will clear any PO Charge Account and GL Date information that was
defaulted. Select Yes to clear the accounting details, or No to retain the accounting
details and specify the fund source. If you do not know the funding details or if the
source of funds is unknown at this time, select the Fund Source Not Known checkbox.
When the source of funds is known to you later, you can always return to the
requisition and create an amendment to specify the fund source and other accounting
information.
If you have selected Fund Source Not Known, the requisition is created without
accounting information. Awards that are autocreated from these requisition lines
(without accounting information) will have no distributions. Also, if a solicitation is
autocreated using these requisition lines (without accounting information), the outcome
award from the solicitation will have no distributions.
If you have not selected Fund Source Not Known, the accounting information is
defaulted on the requisition Accounts tab, as per the rules defined in the Account
Generator. If the accounting information is not defaulted, you can manually enter the
Charge Account and GL Date details.
Defense Funding: This checkbox determines if the LOA (Line of Accounting) is
provided from the DoD or not. In case of DoD orders, this information is relevant for
FPDS-NG reporting.
Operations Accounting Flex: This flexfield displays the segment-wise combination of
the account. You can click on the Search icon next to the field and choose another
combination of segments for the account. This flexfield name is dependent on the
organization's accounting structure.
FMS Case Number: Foreign Military Sales (FMS) case number, which is assigned for
DoD purchases for FMS. It is used for FPDS-NG reporting and other roll up reporting
so the amount of money spent can be tracked. This free-text field displays regardless of
whether the Charge Account or External Account is being utilized.
Agency Accounting Identifier: This field is used to identify the accounting system to
which funds belong. This free-text field displays regardless of whether the Charge

Account or External Account is being utilized.
Note: 'Apply this Cost Allocation information to all applicable

requisition lines' is not supported in CLM.
GL Date: The GL (General Ledger) date is automatically defaulted to the current

(system) date for you when you select a Charge Account. You can change this value to a
valid date (the date should be within an open purchasing period when the journal entry
for this requisition is created). The GL Date is validated during the time the requisition
is submitted for approval.
A profile option, PO: Validate GL Period, controls the validation of this GL Date field.
For more information on the profile option, please refer to the Contract Lifecycle
Management for Public Sector Implementation Guide. If the value of the GL Date is invalid
(for example, the date is in a closed GL period, or in a period that is not yet open), the
system automatically corrects the GL Date value to reflect the current date.
A message displays on the page, informing you that the GL Date value has been
adjusted automatically for you. However, you still can opt to change the GL Date value
to any other valid date if required.
You can enter a funded value in the Split Cost Allocation page. The funded value is
defaulted to the total line amount in the Accounts tab. However this can be modified
and the funded value may be 0 or less than the line amount. The Partial Funded
checkbox is selected to indicate that the funded value is less than the line amount. The
following funding-related fields are in the Accounts tab to capture the funding
information:
• Partial Funded Flag – indicates if a requisition line is partially funded or not. If the
Partial Funded checkbox is selected, the Funded Value field is enabled. If the Partial
Funded checkbox is not selected, the Funded Value field is not enabled. By default,
this checkbox is unselected and the Funded Value gets defaulted with total line
amount. However, users can fully fund the document even when the Partial
Funded flag is checked. If the Partial Funded flag is unselected, and the Funded
Value is less than the line amount, an error message displays.
• Funded Value – enter and save the Funded Value for each line in functional
currency. Funded Value is an updateable field provided the Partial Funded
checkbox is selected. The Funded Value cannot be greater than the line amount for
a distribution. The Funded Value cannot be negative. In case you do enter a Funded
Value that is greater than the total line amount or a negative amount, an error
message displays.
• Quantity Funded – This is the quantity funded for each line and displayed only for
Quantity Based lines. The Quantity Funded field is non updateable and is
calculated by the system based on the Funded Value. The value of the Quantity
Ordered is defaulted to the Quantity Funded field. The value of the Quantity
Funded field gets overwritten if users modify the Funded Value.
• Amount Funded – Amount funded in document currency for Amount Based lines
only. The Amount Funded field is not updateable and is calculated by the system
based on the Funded Value. The value of the Amount Ordered field is defaulted to
the Amount Funded field. The value of the Amount Funded field gets overwritten
if users modify the Funded Value.
• GL Date – the GL Date value is automatically validated or corrected during the time
you reserve or unreserved funds. Please refer to the GL Date field description above
for more information.
Functionality.
Attachments: Add an attachment to the line by selecting the Add Attachments icon.
The Add Attachments page displays, with the attachment options. Click Add Another
to add another attachment, or click Apply to save your attachment to the line and
return to the Edit Lines page.
Actions:
Using the Accounts tab, select a distribution and click Check Funds. If the check funds
action completes successfully, a message displays, informing you that the check funds
has been successful. The GL Date is automatically corrected if it is an invalid date and
an informational message telling you about the automatic correction is displayed on the
page.
From any of the tabs (except the Attachments tab), select a line using the Select
checkbox and then click Update. The line information is available for you to update.
Using any of the tabs (except the Attachments tab), select a line using the Select
checkbox and then click Copy. The Copy Lines : Specify Copying Options page enables
you to copy CLIN/SLIN structures and option lines in the same CLM document. The
copy alternatives are:
• Copy CLINs with associated SLINs - use this checkbox to specify if only selected
lines are to be copied, or associated SLINs of a selected CLIN are also to be copied.
• Copy as Option Lines - use this checkbox to specify if you wish to copy one or more
lines as option lines.
• Maintain Base Line References - use this checkbox to specify if the base line
reference needs to be maintained between the source line and the option line
that will be created.
In addition, the Define Need By Date and Period of Performance Dates region enables
you to enter a specific date or obtain a derived date. A derived date is calculated from
the existing date values by the system after you enter a duration, for example, 1 month
after the Need By Date of the source line.
The Need By Date and Period of Performance date entries are optional. If you do not
enter the date values, they are defaulted from the original (source) line.

The Define Option Dates region enables you to either enter a specific date or obtain a
derived date. A derived date is calculated from the existing date values by the system
after you enter a duration, for example, you can specify that the option start date should
be set to 3 months earlier than the Need-By Date derived for that line.
Click Apply to initiate the copy and when you return to the Lines page, you will see the
copied lines with the appropriate dates and CLIN/SLIN structures and options, if any.
For more information on the rules governing the copy action, please refer to the
Appendix - Copy Action, page C-1.
checkbox and then click Delete. The line is deleted from the requisition. Delete an
Option Line directly by clicking the Delete button. If you attempt to delete a Base Line
that is associated with one or more Option Lines, a warning message is displayed,
informing you that the base line with associated option lines will be deleted. You can
choose to cancel the delete operation, delete the linked option lines or unlink the option
lines.
checkbox and then click Move. The Organize Lines page opens, enabling you to move
the selected line before or after other lines.
Organize Lines
The Organize Lines page consists of 2 regions: Current Structure (source) and Target
values: Move After Selected Line (moves the line after the line you selected in the Edit
Lines page), Move Before Selected Line (moves the line above the line you selected in
the Edit Lines page) and Move as sub-line(s) under selected line (moves a line as a SLIN
under a CLIN).
The action Move as sub-line(s) under selected line is not applicable for :
• SLINs that are base lines to other option lines
Click Done to save and apply your changes and return to the Edit Lines page. The Edit
Lines page displays, showing you the new structure of the lines.
Related Topics
Update Selected Line(s), page 4-13
Update Selected Line(s)
When you need to change any values of the items that you created while shopping, you
can use the Update Selected Lines page to make updates to the item line information. If
you have selected a line and clicked Update, the Requisition Information: Update
Selected Line page opens with the following regions:
Item region
Most of the requisition information is defaulted on this page. Enter or update the rest of
the fields, if required.
Pricing related fields are displayed if the line is a priced line. If the line is Informational,
the pricing related fields are not displayed.
Select a Contract Type - The Contract Type list is used to determine the pricing
calculation for the item or service to be procured. For example, if the Contract Type is
Firm Fixed Price, the price is calculated as Quantity * Unit Price. For an item type of
Goods billed by Quantity, the Contract Types are different from the item type of Goods
or Services billed by Amount. For more information on Contract Types and their
pricing formulas, please refer to the appendix - Common CLM Functionality, page B-9
.
Enter a Cost Constraint while updating the line, if required. The default value of the
Cost Constraint list is Null. A Cost Constraint is an indicator at CLIN/SLIN level that
controls the pricing and/or the document printing behavior for that CLIN/SLIN.
total line amount is automatically calculated for that item or service. The total line
amount is calculated for that Contract Type and the formula that was used in
calculating the total line amount is displayed below the final price value. The field label
of the total line amount is also subject to change, depending on the contract type
selected by you. Example: For some contract types, the total line amount may be called
Extended Price and for other contract types, it may be called Total Amount.
Below the Extended Price field, a pricing formula is displayed, telling you the formula
that was used in calculating the Extended Price. For goods or services billed by amount
line types only, the Pricing Details hyperlink is displayed; on clicking the hyperlink, the
Pricing Details popup displays, showing you additional pricing attributes that
contribute to the calculation of the total line amount.
Note: Please note that rate based temp labor line types are not
supported in CLM.
Supplier region
Enter the supplier information that you will need to procure the items from. If you enter

supplier information for a non-catalog request, selecting the New Supplier check box
tells iProcurement not to validate the supplier. This allows you to enter a name for
suppliers that are not yet approved for use by your organization. It does not add them
to your supplier base.
Please note that the Supplier region is updateable for non-catalog items only. In case of
catalog items, the Supplier region is view-only and you cannot update it.
Option region
The Option checkbox in the Option region enables you to specify whether the line
should be treated as an Option line. You can convert a regular line into an option line,
and an option line into a regular line by toggling this check-box. The system displays a
warning before allowing the change. Click Continue to proceed with the conversion or
Cancel to retain the existing lines as is.
If you wish to associate a base line to your option line, select a Base Line Number from
the LOV. The option line may or may not be associated with a base line.
Option Num (Number) is a system generated number and is non-updateable.
Option Dates are mandatory fields.
Additional Item Information region

This region contains additional information about the item to be procured.
• NSN: NSN stands for National Stock Number which is a thirteen (13) digit number
assigned to an item of supply. It consists of the four digit Federal Supply Class
(FSC) and the nine digit National Item Identification Number (NIIN). A NIIN is a
unique nine character code assigned to each item of supply purchased, stocked or
distributed within the Federal Government; when combined with the four character
FSC it comprises the NSN. The NSN free-text field is used as the common
denominator to tie together logistics information for an item of supply. An example
of the NSN would be 6130-01-537-7617 DC Power Adapter for Panasonic laptops.
This is the item number of the goods that the government is procuring. The
supplier, receiving clerk, and payment office will use this to ensure that the correct
items were shipped, received and invoiced.
• Specification Number: This is the number as given by the manufacturer/vendor for

the item being purchased. This free-text field provides the ability to more
specifically identify the item being requested. This detail helps to ensure that the
correct item is procured.
• Drawing Number: The drawing number as given by the manufacturer/vendor for

• Manufacturer Name: The name of the manufacturer from whom the item is being
purchased. This free-text field provides the ability to more specifically identify the
item being requested. This detail helps to ensure that the correct item is procured.
• Serial Number: The serial number as given by the manufacturer for the item being
• Manufacturer Part Number: The part number as given by the manufacturer for the
item being purchased. This free-text field provides the ability to more specifically
identify the item being requested. This detail helps to ensure that the correct item is
procured.
• Piece Number: The piece number as given by the manufacturer for the item being
• Product/Catalog Number: In the case where a manufacturer provides a catalog

from which items can be purchased, this is the product/catalog number associated
to the item being requested. This free-text field provides the ability to more
• Model Number: The model number as given by the manufacturer for the item being
• Supplier Part Number: The part number as given by the vendor for the item being
• Item Long Description (Extended Description): In cases where the Description field
for item or service name is not adequate to hold a long description, the Item Long
Description free-text field is used to enter additional descriptive text. The text
entered in this field is carried forward to subsequent transactions.
This is the description of what the agency is procuring. The supplier, receiving
clerk, and payment office will use the description to ensure that the correct items
are shipped, received and invoiced.
Federal Customer Designation region

The fields within this region provide information that will allow the requester to
designate a particular classification code, project and/or program to the item being
procured.
• MDAPS/MAIS: Major Defense Acquisition Programs/ Major Automated

Information System Acquisition Programs. Select a value from the MDAPS/MAIS
LOV.
• NAICS: The commodity group (defined by the NAICS) under which the size
standard is applied. Select a value from the NAICS LOV.
• Program Code: Select from established Program Codes using the Program Code
LOV. Programs are also agency-defined and can be used to group and report
purchases under a particular program.
• FSC/PSC: The Federal Supply Classification (FSC) is a set of codes designed to help
the federal government in supplying operations. Select a value from the FSC/PSC
LOV.
• Customer Project Code: This identifies PRs created for special programs, exercises,
projects, operations, or other purposes. Sites can establish their own set of codes
and use them to identify and group requisitions. It is used to capture the
Construction Project Number for the SF1442 (block 6). Select a value from the
Customer Project Code LOV.
• Customer Project Text: Text Description of the selected project code. It is used to
capture /map the A&E Project Title and Location for the SF252 form and the Project
number for the 1442 form as well. The value of this field defaults from the value
you select in the Customer Project Code LOV.
Additional Shipping Information region

The fields in this region provide specific shipment information about the items being
procured.
• FOB Code: this list indicates broad category (destination or origin) and/or specifics
(e.g., FOB inland point country of importation, etc.) dealing with where the goods
are delivered 'free on board'. This indicator drives the selection of particular clauses
and, if all indicators are the same across the document, prints on the face page of
several standard forms. Please refer to FAR 47.302 for further details.
• Shipment Mode: Select from among the established reference shipping modes in the
LOV (for example: air, air freight, air express, etc.).
• Charge Shipping To: You can describe the shipping charges in this free-text field.
• MILSTRIP Code: 80 character string concatenating various piece of information and

used in several legacy operations across the DoD. MILSTRIP is an acronym for
Military Standard Requisitioning and Issue Procedures, a manual is available
online. Enter the relevant MILSTRIP Code in this free-text field.
• Additional Marking Text: A free-text field for indicating other markings on the
shipment.
• Transportation Control Number (TCN): The TCN is a 17-character data element

assigned to control and manage every shipment unit throughout the transportation
pipeline. The TCN for each shipment is unique and not duplicated. Enter a TCN in
this free-text field.
• Transportation Priority: Indicator assigned to eligible traffic that establishes its

movement precedence. Appropriate priority systems apply to the movement of
traffic by sea and air. In times of emergency, priorities may be applicable to
continental United States movements by land, water, or air. Enter the relevant value
in this free-text field.
• Precious Metal Code: Select from the available precious metal codes list, if
applicable.
• HAZMAT Code: A list containing four character alphanumeric values, describing

the hazardous material, if applicable.
• Ship-To Address: This is the location to which the goods are requested to be
delivered. This is the address detail of the Deliver-to location specified on the line
and is view-only.
Inspection Information region

The fields in this region enable you to define the specific inspection location for the
items/goods being procured.
• Inspection Responsibility: This list identifies whose responsibility it is to inspect the
items. This could either be carried out by the federal agency, the contractor or
someone else. The user is responsible for determining whether the goods/services
will be inspected by the government representative or whether the contractor is
responsible (usually through pre-established methods agreed upon by the
government).
• Inspection Location: This list identifies whether the location of inspection is a

destination, source or other facility. The value of the field may be null as well. The
value of this field is carried forward to all subsequent documents including receipt
and invoice, if applicable.
• Inspection Level: This is a one or two character integer describing the level of
inspection for the item. This field is intended to record one of the industry standard
levels (originally based on the MIL-STD-105E) that should be used when
completing the inspection. This free-text field is informational only.
• Inspection Address: After an item has been shipped, it must be inspected for
missing parts/damage and ensure it is the correct item that was requested. The

inspection address indicates the location where the inspection of the item is to take
place. Enter the relevant inspection address details in this free-text field.
Delivery region
the service will be provided. Both a start and end date must be specified. If a POP is
entered, then a Need-by Date cannot be specified.
• Requester: The person who wishes to procure the items or services. Enter a person
items/services. Enter a location using the Deliver-To Location LOV.
• The Enter One-Time Address field enables you to enter an address that is not
available in the lookup values for the Deliver-to location. This address entry is
meant for this requisition only.
• The Deliver to Inventory checkbox, if selected, indicates that the items are to be
delivered to Inventory.

subinventory.
Billing region
This region consists of fields associated to Oracle Projects. For more information on this
region, please refer to the Oracle iProcurement Implementation and Administration Guide.
Notes and Attachments region

Add notes or attachments using this region. Notes are usually short texts that you need
to communicate to suppliers. You can also attach documents in the line details by
clicking the Add Attachments icon. The Add Attachment page displays, and you can
add an attachment of type Desktop File/Text/URL or From Document Catalog to the
requisition line. Enter the Attachment Summary Information and then define the
attachment by selecting a File, URL or text to attach. Click Add Another if you wish to
attach another document in addition to the one you have just attached. Click Apply to
save your attachment to the checkout and return to the checkout process.
Click Apply to save your changes and proceed with the checkout.
Checkout: Approvals and Notes
View the sequence of approvers for your requisition and enter a justification if you need
to make any changes to the approval hierarchy. Optionally enter a note to the buyer.
You can attach documents during the checkout by clicking the Add Attachment button.
The Add Attachment page displays, and you can add an attachment of type Desktop
File/Text/URL or From Document Catalog. Enter the Attachment Summary Information
and then define the attachment by selecting a File, URL or text to attach. Click Add
Another if you wish to attach another document in addition to the one you have just
attached. Click Apply to save your attachment to the checkout and return to the
checkout process.
When you copy a requisition, all associated attachments get copied to the new
requisition.
For more information on setting up approvals management, please refer to the Oracle
Contract Lifecycle Management for Public Sector Implementation Guide.
Checkout: Review and Submit

Step 3 of the checkout process involves reviewing and submitting the requisition for
approval. A requisition number is displayed at the top of the Checkout: Review and
Submit page, along with the Total (with Options) of the Requisition lines and Total
Without Options. The Total value of the requisition includes option line values. The
Total Without Options value excludes the values of the option lines. For more
information on Options, please refer to the Editing Requisition Lines section in this
chapter.
If you have attached any documents to the requisition, the Requisition Attachments
region displays a summary line of the attachments.
The Lines region displays all the lines that have been created as part of the requisition.
Click on the Show link to display a few more requisition details, including Billing
Information.
Click Submit to submit the requisition for approval. You can continue to create further
requisitions using the Continue Shopping button, which takes you back to the Stores
tab.
After the requisition is approved by all the approvers, the reserve at completion
workflow reserves the funds in the requisition.
When the requisition is approved, use it to create a solicitation or an award using
Document Builder in the CLM Sourcing or CLM Purchasing modules.

Requisitions - Views and Search
The Requisitions > Requisitions tab consists of a View region where you can see
requisitions according to the view selected. For example, you can see the requisitions
that you have created using the All My Requisitions view. Select a view from the View
LOV and click Go. The Views region populates with the relevant requisition details.
Search for a requisition that you do not see in your view by clicking Search. The
Requisitions Search page enables you to enter one or multiple search criteria to find
your requisition. For example, you can search by Requester, Requisition Number,
Issuing Office, Suggested COR Office Address, Suggested COR Office Contact,
Suggested Award etc. Enter values in the Search Criteria fields and then click Go. The
search results display in the region below. The search results display the requisition
numbers with a hyperlink, so you can click on any requisition number and open it to
view the details of the requisition. If the requisition has an order associated to it (that is,
an order has been created from the requisition), the order number displays in the search
results as well. If there are multiple awards that are funded by a single requisition line,
the term Multiple displays in the Award column. Click the Requisition number link to
open the Requisition page. Scroll down to the Details region. The Details region shows
you the line details with the associated awards. The Award column displays the term
Multiple if multiple award lines are associated to the single requisition line. If a single
award is associated to the requisition line, the award number displays. Click the Details
icon to open the Requisition: Details page. Select an award using the Select radiobutton
and the related documents (such as receipts, invoices, Advanced Shipment Notices,
payments) are displayed for that award. Click the Return link to go back to the
Requisition page.
Some of the actions that you can perform by selecting a requisition (use the Select radio
button) and clicking the appropriate action button (either in the search results page or
in the Views page):
• Copy to Cart: The lines of the existing requisition get copied to a new or in-use cart
and you can proceed with the checkout process as described above. Thus you can
copy line items from one requisition to another. This often serves as a shortcut to
reorder frequently requested items. When you copy a requisition, all associated
attachments get copied to the new requisition.
• Cancel Requisition: You can only cancel Approved requisitions. If you attempt to
cancel an Incomplete requisition, an error message will display. Click Cancel
Requisition button to cancel a requisition and the Cancel Requisition: Select Lines
page appears. You can choose to cancel the requisition in its entirety by clicking
Cancel Entire Requisition. Otherwise, enter a reason for the cancellation and select a
line or lines to cancel, and then click Continue. The Cancel Requisition: Review and
Submit page displays, showing you the line details of the cancelled requisition.
Click Submit to submit the requisition for cancellation, a confirmation page
displays, with the cancellation confirmation details. View the status of the
cancelation request(s) using the Requisition Status page. The value of the
requisition will be changed to 0 (zero).
• Change: Click Change if you wish to make any changes to a requisition that has
been approved. You cannot change a requisition that has a status of Incomplete. For
more information on changing data on a requisition, please refer to the chapter
Requisition Amendments in this guide.
• Complete: You can complete a requisition that has a status of Incomplete. Click on
the Complete Button, the Shopping Cart page displays with the line items of the
incomplete requisition. Click Checkout and you will be taken through the entire
checkout process for the requisition, including editing the lines and submitting for
approval.
• Liquidate: Use Liquidate to unreserved the funds in the requisition. If there are
funds remaining in the requisition, and will not be used to fund other awards, these
remaining funds can be liquidated. Liquidation, in effect, unreserves the funds in
the requisition only, and this does not affect the line amounts, distribution values
etc. Click Liquidate to unreserve the funds. The system displays a message,
confirming that the liquidation of funds has completed successfully. Note that you
can unreserve the funds at the PR document level only, and not for individual
requisition lines within the PR. The unreserved funds go back to the budget account
where they can be used in any other requisitions. If any of the PR funds are
associated to one or more Award lines that are still being drafted, then the
Liquidate action will not affect those funds. Such funds associated with draft award
lines are not unreserved.
Show Procurement History to Requesters

In order that requesters have visibility into the entire procurement cycle, starting with
the requisitions they create or approve, CLM provides procurement history to
requesters. Requesters need to be aware of downstream activities that take place on the
requisition. For example, requesters need to be able to track procurement operations
such as RFQ initiated, Award Approved, on the requested item/services. Click Current
Procurement Status to open the popup that provides the action history for the
downstream procurement activities. For example, when the current status is Award
Approved, the action history will show display who approved the award and when the
solicitation was published.
In the requisition line, there are two columns for tracking downstream documents:
Current Procurement Status (such as Award Approved, Solicitation Published, Partially
Received, Fully Invoiced) and Document Number. Click the Current Procurement
Status links to open the relevant popup that provides details on the downstream
document.
Click Document Number to open the actual document (such as solicitation, award).
If the line is placed on multiple awards, the document number displays the Multiple

link. Click the Multiple link to open the popup and view the award document numbers.
Notifications
Unlike the Notifications region in the Stores page that displays the recent notifications
only, this Requisitions > Notifications page displays all the notifications depending on
the Notifications View that you select. The Views LOV displays the following seeded
notification views: All Notifications, FYI Notifications, Notifications From Me, Open
Notifications, To Do Notifications.
When a requisition with lines that do not have accounting information is approved, the
notification displays all the requisition lines, including the lines where the Fund Source
Not Known checkbox is selected. A note in the Requisition Lines region informs you
that there are priced lines in the requisition that do not have charge account details.
For requisitions with accounting information, the Line of Accounting details are
displayed in the notification at the requisition line level. When there are multiple charge
accounts, the Multiple link is displayed instead of the charge account. Click the
Multiple link to open the Distributions popup window that displays the charge
accounts, with the Allocation Percentage, Quantity, and Amount. If needed, you can
add an external account number in the External Account column. Use personalization
to hide or display this column.
You can perform the following actions after selecting one or more notifications: Open a
notification, Reassign a notification to another approver, Close a notification.
See also: Approving a Requisition Amendment, page 5-21.
Approvals
The Requisitions > Approvals page has a View region where you can view requisitions
at different stages of approval. For example, the seeded views in the page are:
Requisitions I Have Approved and Requisitions to Approve. The results of the view are
displayed in the region below. Select a requisition by clicking on the Select radio button
and then perform any of the following actions:
• Copy to Cart (for Approved Requisitions) : The lines of the existing requisition get
copied to a new or in-use cart and you can proceed with the checkout process as
described above. Thus you can copy line items from one requisition to another. This
often serves as a shortcut to reorder frequently requested items. When you copy a
requisition, all associated attachments get copied to the new requisition.
• Cancel (for Approved Requisitions): You can only cancel Approved requisitions. If
you attempt to cancel an Incomplete requisition, an error message will display.
Click Cancel Requisition button to cancel a requisition and the Cancel Requisition:
Select Lines page appears. You can choose to cancel the requisition in its entirety by
clicking Cancel Entire Requisition. Otherwise, enter a reason for the cancellation
and select a line or lines to cancel, and then click Continue. The Cancel Requisition:
Review and Submit page displays, showing you the line details of the cancelled
requisition. Click Submit to submit the requisition for cancellation, a confirmation
page displays, with the cancellation confirmation details. View the status of the
cancelation request(s) using the Requisition Status page. The value of the
Use Search to enter search criteria to look for a requisition or a set of similar
requisitions. Search for a requisition that you do not see in your view by clicking
Search. The Requisitions Search page enables you to enter one or multiple search
criteria to find your requisition. For example, you can search by Requester, Requisition
Number, Issuing Office, Suggested COR Office Address, Suggested COR Office
Contact, Suggested Award etc. Enter values in the Search Criteria fields and then click
Go. The search results display in the region below. The search results display the
requisition numbers with a hyperlink, so you can click on any requisition number and
open it to view the details of the requisition. If the requisition has an order associated to
it (that is, an order has been created from the requisition), the order number displays in
the search results as well. Using the search results, you can select a requisition and
perform the following actions:
• Copy to Cart: The lines of the existing requisition get copied to a new or in-use cart
and you can proceed with the checkout process as described above. Thus you can
copy line items from one requisition to another. This often serves as a shortcut to
reorder frequently requested items. When you copy a requisition, all associated
attachments get copied to the new requisition.
cancel an Incomplete requisition, an error message will display. Click Cancel
Requisition button to cancel a requisition and the Cancel Requisition: Select Lines
page appears. You can choose to cancel the requisition in its entirety by clicking
Cancel Entire Requisition. Otherwise, enter a reason for the cancellation and select a
line or lines to cancel, and then click Continue. The Cancel Requisition: Review and
Submit page displays, showing you the line details of the cancelled requisition.
Click Submit to submit the requisition for cancellation, a confirmation page
displays, with the cancellation confirmation details. View the status of the
cancellation request(s) using the Requisition Status page. The value of the
• Approve: You can approve an Incomplete, Pre-Approved or In Process requisition

if it has been submitted to you for approval. Already approved requisitions may not
be approved again.
• Reject: Reject an requisition if it has been submitted to you for approval. You can
reject a requisition that has a status of Incomplete, Pre-Approved or In Process.
• Respond: You can respond to the request for approval, by approving, rejecting or
requesting for more information. You can respond to a requisition that has a status
of Incomplete, Pre-Approved or In Process.

The Related Applications region consists of the following actions you can perform on
the requisition:
• Edit Requisition: Use this action to update the requisition details. If the requester
has specified that the funds source is not known for some or all of the requisition
lines, the approver can edit the requisition lines to specify the fund source and enter
the Charge Account and GL Date details. The approver needs to simply check or
uncheck the Funds Source Not Known checkbox in order to perform the required
action. Please note that the approver cannot save the document, if the approver
does not select the Fund Source Not Known checkbox and no charge account details
are provided (either by the system or manually).
• View Requisition Details: Click the View Requisition Details link to see the
requisition information on a single page. Click Return to come back to the
Notifications pages.
• Open Document
5
Requisition Amendments
Overview of Requisition Amendments

Requisition Amendments enables you to make changes to approved requisitions as may
be required during the lifecycle of the requisition. You can create requisition
amendment even after requisition lines have been solicited, offers have been received,
and awards have been created for them. The creation of a requisition amendment does
not affect the solicitation and award creation process from requisitions. Using
requisition amendments, you can add new lines, cancel one or more lines as well as
update information in the original requisition, such as line item information, delivery,
billing and funding information. Requisition lines changed in requisition amendments
are made available to contracting professionals and they can implement the changes in
the Solicitation or Award documents created from the requisition lines.
Use the Requisition Amendment functionality when you need to make changes on an
approved requisition. The Requisition Amendment is a separate document that
maintains the changes suggested to an approved Requisition and it contains some
additional amendment-specific fields. Thus, all the requisition information in the
header, lines and distributions gets copied to the amendment document. You can
edit/update any of the information. Enter your changes in the Requisition Amendment
document (including adding new lines or cancelling lines), and then save and submit
the amendment for approval. When the amendment gets approved, changes made in
the requisition amendment are merged into the conformed requisition document. The
Amendment History page enables you to view and track the changes that you have
made in the lifecycle of the amendment.
Note: You can only create amendments for requisitions that have a
status of Approved or Returned.
Note: The change order process is not supported in CLM.
At any point of time, there can be only one inprocess amendment for a requisition and
Requisition Amendments 5-1

only when this amendment is approved or rejected, another amendment can be started.
Thus, only one amendment document per requisition is allowed at a given time.
When the amendment is approved, the updates / changes that were made as part of the
amendment are now made part of the conformed requisition. For example, a new line
has been added as part of the amendment. When the amendment is approved, the new
line is added to the original conformed requisition.
During the approval of an amendment, the amendment can be withdrawn from
approval. Withdrawing an amendment enables you to edit and resubmit the
amendment or delete the amendment. This is useful in situations where you require
updating the details even though the amendment is submitted for approval.
You can create a requisition amendment if the requisition lines have been used to create
a solicitation (using Document Builder), that has either been submitted for approval or
has been approved. When the award has been approved, the only changes
(amendments) you can make to the requisition are to modify the funding information
(such as Quantity, Total Amount, Distribution, Funded Value, and so on) on the lines.
To create an amendment for an approved requisition, click the Change icon (in the
Requisition Summary page) or the Change button (in a requisition checkout page).
Prior to this, if you have already clicked Change and your amendment is in progress,
you may not create another amendment unless you have completed the first
amendment. An error message displays that there is a pending amendment.
If a requisition amendment has a status of InProcess, you can withdraw it from the
approval process and update it again. A withdrawn requisition amendment is removed
from the approval process and the status displays as Incomplete. You can edit the
withdrawn requisition amendment and resubmit it for approval.
Review and Implement Amendments from Demand Workbench

View the approved requisition amendment lines in the Amendments tab of Buyer Work
Center. Only those requisition amendment lines that have been referenced in the award
are displayed in this tab. Changes to the amendment lines can be implemented in the
following scenarios:
• Header has been changed. Click Review and Implement, the Amendment Changes
page displays, showing you the change history for the line. Click Accept to accept
the changes. The draft award displays, enabling you to enter your changes
manually. If the award has a status of Approved, a message displays, prompting
you to create a modification, using which the changes can be applied. Click Reject if
you do not want to apply the changes. The line is removed from the Amendments
tab. It is not visible again in the Amendments tab and does not reappear in the
search results rows when you query for requisition amendment lines again.
• If you have added a new SLIN (informational SLIN with funding) as part of the
requisition amendment, the new SLIN is automatically updated in the award or
solicitation when you click Accept. Changes to any other lines need to be updated
manually by the user in the award or solicitation, the system does not update these
automatically.
• If you have added a new distribution to the requisition amendment, the new
distribution information is automatically updated in the award when you click
Accept. Changes to existing distributions need to be updated manually, they are not
automatically updated.
• Implementing multiple amendment lines: You can either select and accept/reject
one amendment line or multiple amendment lines and accept or reject them using a
single action (Accept or Reject). To accept or reject multiple lines, ensure that all the
selected lines belong to same Award.
The system automatically displays all the fields you entered in the original requisition
and enables you to edit them per your requirements, except the requisition creation
date. You can add new attachments or edit existing ones, add or update supporting
documents and exhibits. You can create a requisition amendment even after creating
awards or solicitations. For solicitations, you can also create an amendment after receipt
of offers, and creation of a draft award. You can create requisition amendments at any
time. However, if the award is closed, then the application ensures that your changes
are not implemented. If the amendment line you are accessing is part of a modification
that is undergoing approval, the amendment cannot be accepted until the modification
gets approved.
Click Review and Implement to view and the requisition line changes that will be made
to the award or solicitation. The Amendment Changes page displays the changes made
to the line or lines of the requisition. The associated award or solicitation number is also
displayed and once you have entered your comments in the Comments field, click
Accept or Reject.
When accepting the changes by clicking Accept, the draft Awards or Solicitation page
displays, enabling you to enter the changes manually in case of header level changes. If
the Award or Solicitation has been approved, you will get a message, prompting you to
enter a modification or solicitation amendment for updating the Award or Solicitation
with the changes.
When rejecting the changes by clicking Reject, a page displays where you need to enter
comments. The rejected lines are flagged as Rejected in the amendment and will be
removed from the amendment list. They will not be available to the buyer and if
required, the requester has to create a new amendment line. Any comments that are
made by you are visible to the requester in the lifecycle page of the requisition
amendment line.
Amendment Checkout Process

If you have clicked the Change button or the Change icon to start the requisition
amendment process, your shopping cart now displays a label - Amendment Cart, and
any actions that you perform will be applicable to the requisition amendment.

The Amendment Cart enables you to start changes to the requisition lines, add new
lines to the requisition lines, or cancel a requisition line.
The Amendment Checkout process is the same as the requisition checkout process. To
add a new line to the requisition amendment, click the Return to Shopping link. To
continue updating existing line information, click Amendment Checkout. You will be
taken to the Amendment Checkout page, which is similar to the Requisition checkout
page. Additionally, you will need to provide a reason for the amendment in the
Requisition Amendment page.
Amendment Checkout is a 3-stage process. Each stage has it's own page and sub-pages
that you can drill down to, in order to enter the information relevant to the requisition
amendment. Given below are the details of the 3-stage amendment checkout process.
Requisition Amendment: Requisition Information

The first stage displays the Requisition Amendment: Requisition Information page.
Enter the relevant requisition amendment header information on this page.
A requisition amendment number is automatically assigned to the requisition
amendment. This number typically has the following structure, which can be changed
during setup: Prefix-Fiscal Year-Agency Identifier-Serial Number-Amendment Number
(example: PR-10-CDC-12345-0001).
For more information on document numbering, please refer to the appendix - Common
CLM Functionality, page B-1.
The Requisition Description field value defaults from the purchase requisition
description. Enter a reason for the amendment in the Reason for Amendment field, this
is a mandatory field.
The following header fields can be changed in an amendment:
• Requisition Description
• DPAS Rating
• Priority Code
• Customer Project Code
• Customer Project Text
• Issuing Office Address
• Suggested COR Address
• Suggested COR Contact Name
• Requesting Office Address
• Requesting Office Contact Name
• Suggested Property Administration Office
• Suggested Property Administration Office Contact Name
• Security Clearance Required Flag
• Referenced Acquisition Plan
• Justification and Approval Number
• Justification
Addresses region
The Addresses region in the Requisition Amendment: Requisition Information page
enables you to update the relevant office addresses and contacts for the following
offices. Please note that the office addresses and contacts default based on address
preference setup on the Preferences page, however you can overwrite the default
values. The defaulting of the office addresses and contacts enables you to save on data
entry time and effort.
• Suggested Property Administration Office and Contact information
• Suggested COR Office and Contact information
• Issuing Office and Contact Information
• Requesting Office and Contact Information
Business Priority and Project Information region

The fields in the Business Priority and Project Information region are:
• DPAS Rating: Select a Defense Priorities and Allocations System Rating from the
list.
• Priority Code: A numerical rating, 1-15, that describes the priority and is used
internally within the Department of Defense. It is from the UNIFORM MATERIAL
MOVEMENT AND ISSUE PRIORITY SYSTEM. This list helps buyers prioritize
their workload and is also used for management tracking in reports.
• Customer Project Code: This LOV identifies documents created for special
programs, exercises, projects, operations, or other purposes. Sites can establish their
own set of codes and use them to identify and group solicitations. Used in

given project.
• Customer Project Text: Free-text description of the selected project code. Used in
given project. This value is defaulted from the Customer Project Code LOV and can
be edited.
Sourcing Information region

The fields in the Sourcing Information region are:
• Suggested Award Number: This free-text field enables the requestor to specify a
contract or agreement that the need can be fulfilled under, or enter a Federal Supply
Schedule number (free-entry) to provide the contracting specialist with this
information. This information can be used by the Procurement Office Manager to
assign out the requisition to a specialist familiar with the base contract, and can be
used by the contract specialist as guidance. The contracting specialist does not need
to award the requisition under that vehicle, it is suggested but not required. If this
field is populated, the award does not get automatically created.
• Justification and Approval Number: This is a number (free-text field) assigned to

the Justification and Approval document. The Justification and Approval is an
attachment that would contain information such as the justification for pursuing a
sole-source buy instead of a competed procurement.
• Security Clearance Required: This list indicates the security clearance required for
the action. The contracting officer would use this information to inform the source
selection process (vendors could only be selected with the ability to staff work with
the individuals possessing the designated clearance), no system validation is
required as the vendor employee information is not recorded in CLM.
Delivery Information region

The following fields are in the Delivery Information region. Fields in this region are
used to enter default values for all the lines in the requisition.
• Need-By Date: Need-By Date is the contractual start date that the vendor must
Note: If a POP is entered, then a Need-By Date cannot be specified.
• Requester: The person who wishes to procure the items or services. Select a person
items/services.
• The Enter One-Time Address enables you to enter an address that has not been
defaulted in the Deliver-To Location. This address entry is meant for this
requisition only.
• The Deliver to Inventory checkbox, if selected, indicates that items are to be


subinventory.
Billing region
region are used to enter default values for all the lines in the requisition amendment.
For more information, please refer to the Oracle iProcurement Implementation and
Administration Guide.
Cancelling Requisition Amendment Lines

Please note that requisition lines that are referenced in an award cannot be cancelled.
If a CLIN is cancelled, then all the SLINs associated with the CLIN is also cancelled.
SLINs and option lines can be cancelled individually.
During the Amendment Checkout process, select one or more lines and click Cancel.
The selected lines will get cancelled automatically.
Editing Requisition Amendment Lines

You can update the details of the lines that are copied from the original requisition, in
the requisition amendment. You can make updates to lines until the amendment is
submitted for approval. You can update details of the CLINs/SLINs and option lines
that are copied from the original requisition. The Informational line (indicated by a
checkbox if a line is Informational or Priced) is not enabled for update.
The following kinds of lines are available in a requisition amendment:
• Lines that are newly added to the amendment - you can modify the lines with any
type of changes.
• Lines that are not used during the creation of a solicitation or award - you cannot

change information such as line type, line numbers etc., however you can change
information such as the item, delivery and billing information.
• Lines that are used during the creation of a solicitation - you cannot change
information such as line type, line numbers etc., however you can change
information such as the item, delivery and billing information.
• Lines that are placed on the approved award - you can change only the funding
information for these lines, such as creating a new distribution and modifying the
funded quantity or funded amount for the distribution.
You can create new lines in the requisition amendment. New Lines can be added from
the Catalog, Non Catalog Form and Shopping List. When all the lines on the requisition
have been moved to an award with a status of InProcess or Approved, you may not
create new CLINs in the amendment. However, it is possible to add new SLINs to
existing CLINs.
Additionally you can cancel one or more lines in the amendment. However, if a line
was cancelled in the original requisition, it does not display in the amendment page.
In the Checkout: Requisition Information page, click Edit Lines in order to view and
edit the requisition lines.
The Line Number is automatically populated for you. A line can be a CLIN (contract
line) or a SLIN (sub-line). A CLIN/SLIN can be a priced line or an informational line. An
informational line does not have any pricing details associated with it. Similarly, SLINs,
which are used to capture additional information about the CLIN, can be priced sub-
lines or informational sub-lines.
CLIN numbers are always 4 digit numeric values that fall in the range 0001-9999. SLINS
are lines that use a 6-character numbering format – numeric or alphanumeric. The first 4
digits of the SLINs are populated with the parent CLIN number. The next 2 digits are
automatically generated, based on whether the SLIN is a Priced sub-line or an
Informational sub-line. Informational SLINs have the last 2 digits numeric values in the
range 01-99. For Priced SLINs, the last 2 digits are always alphabetical values ranging
from AA to ZZ (except the alphabets I and O which are not used in number generation
at all).
A CLIN or SLIN can be further defined as an Option Line. An Option Line stores and
displays information that is used at a future point in time.
Moving funds from one line to another

Use the Convert Funds to Info SLIN button on the Edit Lines page to select a parent
priced CLIN, and move the distributions of that CLIN to Info SLINs.
Note that the Info SLINs are updated according to the number and values of the
distributions of the priced CLIN. The distributions in the priced CLIN are then deleted.
If you select a non-priced CLIN, an error message informs you that only priced CLINs
are eligible for conversion of funds to Info SLINs.
Editing Tabs and Actions

The Requisition Amendment: Edit Lines page consists of 4 tabs – Delivery, Billing,
Accounts, and Attachments.
Using the Edit Lines page, you can edit the line information in the Delivery, Project,
Item and Accounting tabs. You can also perform actions such as copy, delete and
reorganize the CLIN/SLIN structure of the requisition lines.
Note: Please note that you cannot copy from a CLM document to a non-
FAR document.
Delivery: The fields that you can change on the Delivery tab are: Need-By Date, Period
of Performance Start Date, Period of Performance End Date, Requestor, Deliver-To
Location, and Destination Type.
Note: Please note that Need-By Date and the Period of Performance
Start Date/Period of Performance End Date cannot be entered together,
you would need to enter either one of them.
Billing: Select a p-card if applicable. The fields you can change on the Billing tab are:
Project, Expenditure Type, Expenditure Organization, Expenditure Item Date.
Click the Split icon to split the line into 2 or more billing lines. The Requisition
Information: Split Cost Allocation page opens, enabling you to split the line. Click
Apply to return to the Edit Lines page.
Accounts: The charge account for the line is defaulted in this tab, along with the line
information. You can also split the line into 2 or more lines using the Split icon.
Click the Charge Account hyperlink in order to enter the funding and other account
related information for the line.
External Account: In cases where CLM is used without Oracle e-Business Suite as the
backing financial system or when a CLM site needs to use funds from another agency,
the External Account field is present to record line of accounting that represents the
funds from the other system. This is a free text, non segmented, non-validated field that
can be printed and externally integrated.
Fund Source Not Known: Use this checkbox to indicate to the system that the charge
account for this request is not known yet. For example, the requester might want to
initiate the requisitioning process so that the procurement office can complete the pre-
award activities (solicitation, supplier selection) by the time the source of funds
becomes available. This checkbox is not available for lines that do not have
distributions. Examples of such lines are: Informational Lines, Option Lines, Priced
CLINs with Informational Funded SLINs. For the rest of the purchase requisition
amendment lines, this checkbox is available for use. If you select Fund Source Not

Known, the system warns you that it will clear any PO Charge Account and GL Date
information that was defaulted. Select Yes to clear the accounting details, or No to
retain the accounting details and specify the fund source.
If you have selected Fund Source Not Known, the requisition amendment is created
without accounting information. Awards that are autocreated from these requisition
amendment lines (without accounting information) will have no distributions. Also, if a
solicitation is autocreated using these requisition amendment lines (without accounting
information), the outcome award from the solicitation will have no distributions.
If you have not selected Fund Source Not Known, the accounting information is
defaulted on the requisition Accounts tab as per the rules defined in the Account
Generator. If the accounting information is not defaulted, you can manually enter the
Charge Account and GL Date details.
After approval, the requisition amendment is conformed to the requisition and when
the contracting specialist implements this amendment, a new distribution is created for
the corresponding PR line.
Via an amendment to a requisition, you can specify funds on a line that had the Fund
Source Not Known checkbox selected in the previous version of the document. As part
of the amendment, unselect the Fund Source Not Known checkbox. The system defaults
the charge account based on rules specified in the Account Generator. If no charge
account is defaulted, click the Enter Charge Account link and specify a source of funds.
Defense Funding: This indicator determines if the LOA (Line of Accounting) is
provided from the DoD or not. In case of DoD orders, this information is relevant for
FPDS-NG reporting.
Operations Accounting Flex: This flexfield displays the segment-wise combination of
the account. You can click on the Search icon next to the field and choose another
combination of segments for the account.
FMS Case Number: Foreign Military Sales (FMS) case number, which is assigned for
DoD purchases for FMS. It is used for FPDS-NG reporting and other roll up reporting
so the amount of money spent can be tracked. This field displays regardless of whether
the Charge Account or External Account is being utilized.
Agency Accounting Identifier: This field is used to identify the accounting system to
which funds belong. This field displays regardless of whether the Charge Account or
External Account is being utilized.
GL Date: If you have changed the funded value, the GL (General Ledger) Date will also
be updated in the amendment document. If there is no change in the funded value
(reserving or unreserving of funds in the document), the GL Date value that was on the
original requisition remains as is. Please refer to the section Editing Requisition Lines,
page 4-7 in this guide for more information on the GL Date field validations.
You can enter/update a funded value in the Split Cost Allocation page. The funded
value is defaulted to the total line amount in the Accounts tab. However this can be
modified and the funded value may be 0 or less than the line amount. The Partial
Funded checkbox is selected to indicate that the funded value is less than the line
amount. The following funding-related fields are in the Accounts tab to capture the
funding information:
• Partial Funded Flag – indicates if a requisition is partially funded or not. If the
Partial Funded checkbox is selected, the Funded Value field is enabled. If the Partial
Funded checkbox is not selected, the Funded Value field is not enabled. By default,
this checkbox is unselected and the Funded Value gets defaulted with total line
Value is less than the line amount, an error message displays.
• Funded Value – enter and save the Funded Value for each line in functional
currency. Funded Value is an updateable field provided the Partial Funded
checkbox is selected. The Funded Value cannot be greater than the line amount for
a distribution. The Funded Value cannot be negative. In case you do enter a Funded
Value that is greater than the total line amount or a negative amount, an error
message displays.
• Quantity Funded – This is the quantity funded for each line and displayed only for
Quantity Based lines. The Quantity Funded field is non updateable and is
calculated by the system based on the Funded Value. The value of the Quantity
Ordered is defaulted to the Quantity Funded field. The value of the Quantity
Funded field gets overwritten if users modify the Funded Value.
• Amount Funded – Amount funded in document currency for Amount Based lines
only. The Amount Funded field is not updateable and is calculated by the system
based on the Funded Value. The value of the Amount Ordered field is defaulted to
the Amount Funded field. The value of the Amount Funded field gets overwritten
if users modify the Funded Value.
When a requisition amendment is created, all the distribution lines from the original
requisition are copied to the requisition amendment. In the requisition amendment
document, you can update the line distribution information. You can make updates
until amendment is submitted for approval. You can update the distribution
information of the CLINs/SLINs and option lines that are copied from the original
requisition.
You may not delete the distribution lines. If you need to modify the charge account
number on a distribution line, please set the value of the Amount field to 0 (zero) and
then create a new distribution line with a new charge account.
Attachments: Add an attachment to the line by selecting the Add Attachments icon.
The Add Attachments page displays, with the attachment options. Click Add Another
to add another attachment, or click Apply to save your attachment to the line and
return to the Edit Lines page.

Actions:
From any of the tabs (except the Attachments tab), select a line using the Select
checkbox and then click Update. The line information is available for you to update.
checkbox and then click Copy. The Copy Lines : Specify Copying Options page enables
you to copy CLIN/SLIN structures and option lines in the same CLM document. The
copy alternatives are:
• Copy CLINs with associated SLINs - use this checkbox to specify if only selected
lines are to be copied, or associated SLINs of a selected CLIN are also to be copied.
• Copy as Option Lines - use this checkbox to specify if you wish to copy one or more
lines as option lines.
• Maintain Base Line References - use this checkbox to specify if the base line
reference needs to be maintained between the source line and the option line
that will be created.
In addition, the Define Need By Date and Period of Performance Dates region enables
you to enter a specific date or obtain a derived date. A derived date is calculated from
the existing date values by the system after you enter a duration, for example, 1 month
after the Need By Date of the source line.
The Define Option Dates region enables you to either enter a specific date or obtain a
derived date. A derived date is calculated from the existing date values by the system
after you enter a duration, for example, you can specify that the option start date should
be set to 3 months earlier than the need-by-date derived for that line.
Click Apply to initiate the copy and when you return to the Lines page, you will see the
copied lines with the appropriate dates and CLIN/SLIN structures and options, if any.
For more information on the rules governing the copy action, please refer to the
Appendix - Copy Action, page C-1.
checkbox and then click Delete. The line is deleted from the requisition amendment.
Delete an Option Line directly by clicking the Delete button. If you attempt to delete a
Base Line that is associated with one or more Option Lines, a warning message is
displayed, informing you that the base line with associated option lines will be deleted.
You can choose to cancel the delete operation, delete the linked option lines or unlink
the option lines.
checkbox and then click Move. The Organize Lines page opens, enabling you to move
the selected line before or after other lines.
The Organize Lines page consists of 2 regions: Current Structure (source) and Target
values: Move After Selected Line (moves the line after the line you selected in the Edit
Lines page), Move Before Selected Line (moves the line above the line you selected in
the Edit Lines page) and Move as subline(s) under selected line (moves a line as a SLIN
under a CLIN).
The action Move as sub-line(s) under selected line is not applicable for :
• SLINs that are base lines to other option lines
Click Done to save and apply your changes and return to the Edit Lines page. The Edit
Lines page displays, showing you the new structure of the lines.
Update Selected Lines

If you have selected a line and clicked Update, the Requisition Amendment: Update
Selected Line page opens with the following regions:
Item region
Enter the item details in this region. The Item Description is defaulted for you.
Pricing related fields are displayed if the line is a priced line. If the line is Informational,
the pricing related fields are not displayed.
Select a Contract Type - A Contract Type is used to determine the pricing calculation for
the item or service to be procured. For example, if the Contract Type is Firm Fixed Price,
the price is calculated as Quantity * Unit Price. For an item type of Goods billed by
Quantity, the Contract Types are different from the item type of Goods or Services
billed by Amount. For more information on Contract Types and their pricing formulas,
please refer to the appendix - Common CLM Functionality, page B-9.
Enter a Cost Constraint while updating the line, if required. The default value of the
Cost Constraint field is Null. A Cost Constraint is an indicator at CLIN/SLIN level that
controls the pricing or the document printing behavior for that CLIN/SLIN.
Extended Price is automatically calculated for that item or service. The final price is
calculated for that Contract Type and the formula that was used in calculating the final
price is displayed below the final price value. The field label of the final price is also
subject to change, depending on the contract type selected by you. Example: For some
contract types, the final price may be called Extended Price and for other contract types,
it may be called Total Amount.
Below the Extended Price field, a pricing formula is displayed, telling you the formula
that was used in calculating the Extended Price. For goods or services billed by amount
line types only, the Pricing Details hyperlink is displayed; on clicking the hyperlink, the

Pricing Details popup displays, showing you additional pricing attributes that
contribute to the calculation of the final price.
Note: Please note that rate based temp labor line types are not
supported in CLM.
Supplier region
Enter the supplier information that you will need to procure the items from. If you enter
supplier information for a non-catalog request, selecting the New Supplier check box
tells iProcurement not to validate the supplier. This allows you to enter a name for
suppliers that are not yet approved for use by your organization. It does not add them
to your supplier base.
Please note that the Supplier region is updateable for non-catalog items only. In case of
catalog items, the Supplier region is view-only and you cannot update it.
Option region
The Option checkbox in the Option region enables you to specify whether the line
should be treated as an Option line. conversions You can convert a regular line into an
option line, and an option line into a regular line by selecting or unselecting this
checkbox. The system displays a warning before allowing the change. Click Continue to
proceed with the conversion or Cancel to retain the existing lines as is.
While creating a requisition amendment, you may not select-unselect the Option
checkbox for a pre-existing line. A pre-existing regular line cannot be converted to an
option line via an amendment. To convert a pre-existing option line to a regular line,
check the Exercisable checkbox and enter a fund source. You can select-unselect the
Option checkbox for newly created lines in the amendment
If you wish to associate a base line to your option line, select a base line number from
the LOV. The option line may or may not be associated with a base line.
Option Num (Number) is a system generated number and is non-updateable.
Option Dates are mandatory fields.
Additional Item Information region

This region contains additional information about the item to be procured.
• NSN: NSN stands for National Stock Number (NSN), which is a thirteen (13) digit
number assigned to an item of supply. It consists of the four digit Federal Supply
Class (FSC) and the nine digit National Item Identification Number (NIIN). A NIIN
is a unique nine character code assigned to each item of supply purchased, stocked
or distributed within the Federal Government; when combined with the four
character FSC it comprises the NSN. The NSN free-text field is used as the common
denominator to tie together logistics information for an item of supply. An example
of the NSN would be 6130-01-537-7617 DC Power Adapter for Panasonic laptops.
This is the item number of the goods that the government is procuring. The
supplier, receiving clerk, and payment office will use this to ensure that the correct
items were shipped, received and invoiced.
• Specification Number: This is the number as given by the manufacturer/vendor for

• Drawing Number: The drawing number as given by the manufacturer/vendor for

• Manufacturer Name: The name of the manufacturer from whom the item is being
• Serial Number: The serial number as given by the manufacturer for the item being
• Manufacturer Part Number: The part number as given by the manufacturer for the
item being purchased. This free-text field provides the ability to more specifically
identify the item being requested. This detail helps to ensure that the correct item is
procured.
• Piece Number: The piece number as given by the manufacturer for the item being
• Product/Catalog Number: In the case where a manufacturer provides a catalog

from which items can be purchased, this is the product/catalog number associated
to the item being requested. This free-text field provides the ability to more
• Model Number: The model number as given by the manufacturer for the item being
• Supplier Part Number: The part number as given by the vendor for the item being

• Item Long Description (Extended Description): In cases where the Description field
for item or service name is not adequate to hold a long description, the Item Long
Description free-text field is used to enter additional descriptive text. The text
entered in this field is carried forward to subsequent transactions.
This is the description of what the agency is procuring. The supplier, receiving
clerk, and payment office use the description to ensure that the correct items are
shipped, received and invoiced.
Federal Customer Designation region

The fields within this region provide information that will allow the requester to
designate a particular classification code, project and/or program to the item being
procured.
• MDAPS/MAIS: Major Defense Acquisition Programs/Major Automated
Information System Acquisition Programs. Select a value from the MDAPS/MAICS
LOV.
• NAICS: The commodity group (defined by the NAICS) under which the size
standard is applied. Select a value from the NAICS LOV.
• Program Code: Select from established Program Codes using the Program Code
LOV. Programs are also agency-defined and can be used to group and report
purchases under a particular program.
• FSC/PSC: The Federal Supply Classification (FSC) is a set of codes designed to help
the federal government in supplying operations. Select a value from the FSC/PSC
LOV.
• Customer Project Code: This identifies PRs created for special programs, exercises,
projects, operations, or other purposes. Sites can establish their own set of codes
and use them to identify and group requisitions. It is used to capture the
Construction Project Number for SF1442. Select a value from the Customer Project
Code LOV.
• Customer Project Text: Text Description of the selected project code. It is used to
capture /map the A&E Project Title and Location for the SF252 form and the Project
number for the SF1442 form as well.
Additional Shipping Information region

• FOB Code: This list indicates broad category (destination or origin) and/or specifics
(e.g., FOB inland point country of importation, etc.) dealing with where the goods
are delivered 'free on board'. This indicator drives the selection of particular clauses
and, if all indicators are the same across the document, prints on the face page of
several standard forms. Please refer to FAR 47.302 for further details.
• Shipment Mode: Select from among the established reference shipping modes in the
LOV(for example: air, air freight, air express, etc.).
• Charge Shipping To: You can describe the shipping charges in this free-text field.
• MILSTRIP Code: 80 character string concatenating various piece of information and

used in several legacy operations across the DoD. MILSTRIP is an acronym for
Military Standard Requisitioning and Issue Procedures, a manual is available
online. Enter the relevant MILSTRIP Code in this free-text field.
• Additional Marking Text: A free-text field for indicating other markings on the
shipment.
• Transportation Control Number (TCN): The TCN is a 17-character data element

assigned to control and manage every shipment unit throughout the transportation
pipeline. The TCN for each shipment is unique and not duplicated. Enter a TCN in
this free-text field.
• Transportation Priority: Indicator assigned to eligible traffic that establish its

movement precedence. Appropriate priority systems apply to the movement of
traffic by sea and air. In times of emergency, priorities may be applicable to
continental United States movements by land, water, or air. Enter the relevant value
in this free-text field.
• Precious Metal Code: Select from the available precious metal codes list, if
applicable.
• HAZMAT Code: A list containing four character alphanumeric values, describing

the hazardous material, if applicable.
• Ship-To Address: This is the location to which the goods are requested to be
delivered. This is the address detail of the Deliver-to location specified on the line
and is view-only..
Inspection Information region

The fields in this region enable you to define the specific inspection location for the
items/goods being procured.
• Inspection Responsibility: This list identifies whose responsibility it is to inspect the
items. This could either be carried out by the federal agency, the contractor or
someone else. The user is responsible for determining whether the goods/services
will be inspected by the government representative or whether the contractor is
responsible (usually through pre-established methods agreed upon by the
government).

• Inspection Location: This list identifies whether the location of inspection is a
destination, source or other facility. The value of the field may be null as well. The
value of this field is carried forward to all subsequent documents including receipt
and invoice, if applicable.
• Inspection Level: This is a one or two character integer describing the level of
inspection for the item. This field is intended to record one of the industry standard
levels (originally based on the MIL-STD-105E) that should be used when
completing the inspection. This free-text field is informational only.
• Inspection Address: After an item has been shipped, it must be inspected for
missing parts/damage and ensure it is the correct item that was requested. The
inspection address indicates the location where the inspection of the item is to take
place. Enter the relevant inspection address details in this free-text field.
Delivery region
Note: If a POP is entered, then a Need-by Date cannot be specified.
• Requester: The person who wishes to procure the items or services.
items/services.
• The Enter One-Time Address field enables you to enter an address that is not
available in the lookup values for the Deliver-to location. This address entry is
meant for this requisition only.
• The Deliver to Inventory checkbox, if selected, indicates that the items are to be

subinventory.
Billing region
region are used to enter default values for all the lines in the requisition amendment.
For more information, please refer to the Oracle iProcurement Implementation and
Administration Guide.
Notes and Attachments region

Add notes or attachments using this region. Notes are usually short texts that you need
to communicate to suppliers. You can also attach documents in the line details by
clicking the Add Attachments icon. The Add Attachment page displays, and you can
add an attachment of type Desktop File/Text/URL or From Document Catalog to the
requisition line. Enter the Attachment Summary Information and then define the
attachment by selecting a File, URL or text to attach. Click Add Another if you wish to
attach another document in addition to the one you have just attached. Click Apply to
save your attachment to the checkout and return to the checkout process.
Click Apply to save your changes and proceed with the checkout.
Amendment History
If a requisition has been amended, the Amendment History link on the Requisitions
details page (for a single requisition or amendment) will display as Yes and will be
hyperlinked. Click on the Yes hyperlink to open the Amendment History page. The
Amendment History page shows you the details of the requisition and amendment:
Document Number, Description, Status, Creation Date, Approval Date. You can review
the changes made to a requisition or amendment by clicking the Review Changes icon.
Click on the Document Number hyperlink to view the requisition or amendment
details. Click on the Update icon to update the amendments that have a status of
Incomplete. For amendments with other statuses, the Update icon does not appear.
Clicking on the View All Changes icon opens the Amendment Comparison Result page.
The Show Previous Amendment Changes region displays the previous values and the
changed values of a given field in the amendment. The following information is
displayed in the Amendment Comparison Result page:
• Header, Line and Distribution level fields that got changed in an amendment
• New Lines that have been added to the amendment
• Lines that got cancelled in the amendment
• New Distribution that was entered in the amendment
Click Export to save the comparison rows in an Office Excel comma separated values (.
csv) file. Click Return to go back to the Amendment History page.
Amendment Checkout: Approvals and Notes


View the sequence of approvers for your requisition amendment and enter a
justification if you need to make any changes to the approval hierarchy. Optionally
enter a note to the buyer.
You can attach documents during the checkout by clicking the Add Attachment button.
The Add Attachment page displays, and you can add an attachment of type Desktop
File/Text/URL or From Document Catalog. Enter the Attachment Summary Information
and then define the attachment by selecting a File, URL or text to attach. Click Add
Another if you wish to attach another document in addition to the one you have just
attached. Click Apply to save your attachment to the checkout and return to the
checkout process.
For more information on setting up approvals management, please refer to the Oracle
Contract Lifecycle Management for Public Sector Implementation Guide.
Using Attachments in Amendments

Use amendments to edit attachments at the header or line level. Edit the title,
description, text (short text attachments), and attachment date. You can replace the
original file with a new file using file-based attachments. All Header/ Line attachments
copied from the original requisition can be deleted. In addition, you can add new
header/line attachments to the amendment.
You can track attachments added to the base document, conformed copy and each
amendment. The Amendment Action History displays attachments that are added,
updated and deleted. For example, if a requisition has three amendments, then each
amendment level displays the attachments that are added, updated or deleted.
You can review base document/conformed copy attachments, add, update or delete an
attachment as part of the amendment. This can be done for both header level
attachments and line level attachments. This is reflected in the Action History page.
The Attachments region has three blocks: Attachments on Conformed Copy, New /
Updated Attachment in Amendment, and Marked for Deletion.
Attachments on Conformed Copy: Displays attachments that are associated with the
conformed copy of the requisition.
New / Updated Attachment in Amendment: Displays new and updated attachments in
this block.
Marked for Deletion: Deleted Attachment names (with a link) are displayed here.
You can track attachments and attachment history using the following pages:
• PR Amendment History Summary page
• PR Amendment History page
• Checkout: Review and Submit Requisition Amendment page
• Checkout: Approvals and Notes page
• Requisition Amendment: Edit Lines page
Checkout: Review and Submit Requisition Amendment

Step 3 of the checkout process involves reviewing and submitting the requisition
amendment for approval. A requisition amendment number is displayed at the top of
the Checkout: Review and Submit Requisition Amendment page, along with the Total
(with Options) of the Requisition lines and Total Without Options. The Total value of
the requisition includes option line values. The Total Without Options value excludes
the values of the option lines. For more information on Options, please refer to the
Editing Requisition Amendment Lines, page 5-7 section in this chapter.
If you have attached any documents to the requisition amendment, the Requisition
Attachments region displays a summary line of the attachments.
The Lines region displays all the lines that have been created as part of the requisition
amendment. Click the Show link to display a few more requisition amendment details,
including Billing Information. The Action column displays a value of Changed when
the charge account details are modified. If you have added a charge account and GL
Date as part of the amendment, the details will also display in the requisition
amendment details region.
Click Submit to submit the requisition amendment for approval. You can continue to
create further requisitions using the Continue Shopping button, which takes you back
to the Stores tab.
When the requisition amendment is approved, the original requisition is updated with
the amendment changes.
Approving a Requisition Amendment

The following notifications are generated by the system when a requisition amendment
is submitted for approval:
• Requisition Amendment Notification to Approver: When the requisition
amendment is submitted for approval, a notification is sent to the approver(s) for
their information and action. The amendment can be edited by the approver
anytime prior to approval.
• Requisition Amendment Approval Notification to Preparer: When the requisition

amendment gets approved by all the required approvers in the approval hierarchy,
the preparer of the amendment is notified.
• Requisition Amendment Approval Notification to Buyer and Sourcing User: When

the requisition amendment gets approved by all the required approvers in the
approval hierarchy, and if the requisition lines are placed on solicitations or awards
then appropriate sourcing users and buyers are notified. If none of the lines are

placed on a solicitation or award, then this notification will not be sent. The content
of the notification is the same as the notification content sent to the preparer.
Requisition Amendment Notifications for Approvers

After you have entered the changes/updates to the amendment, you need to submit the
amendment for approval. Though the Requisition Amendment Approval workflow
provides a list of approvers that you need to route your amendment through, you can
change the approval hierarchy and add new approvers by clicking the Manage
Approvals button. The Manage Approvals page opens, and you can insert an
approver/viewer, change an approver, delete an approver/viewer, or reset the approval
list altogether.
Please refer to the Amendment History section, page 5-19 in this chapter to know how
to view the original and amended requisition information.
Click Submit to submit an amendment for approval. You will be notified that the
amendment has been submitted for approval to the named approvers, and you can
return to the Stores page by clicking Continue Shopping.
As an approver, you will need to login to CLM iProcurement and open the notification
that has been sent to you for approval. Use the Advanced Worklist link or the
Notifications link to view your notifications from the requester / preparer of the
requisition amendment. You can perform the following actions with respect to the
notification:
• Approve the amendment
• Approve and Forward (to the next approver)
• Forward (to the next approver without approving)
• Reject the amendment
• Reassign to another user
• Request Information from other users or from the requester/preparer
The main region of the notification displays the requisition amendment details such as
From, To, Requisition Total, Description etc. The Requisition Lines region displays the
amendment lines information.
There is a Review Changes icon that indicates the line(s) with changes. The approver
can view the changes in the notification by clicking the Review Changes icon; The
Review Changes popup shows you the changes that took place in the line as part of the
amendment. To help the approver to identify the changed / amended lines, the Review
Changes icon is enabled. For lines that have no changes, the Review Changes icon is
disabled.
The Approval Sequence region displays the set of approvers to whom the notification
will be sent. It also displays an approval history that shows the approver name and the
actions they have taken with respect to the notification.
The Related Applications region enables you to edit the requisition amendment, or
view the requisition in read-only mode.
Enter your response in the Response region. You can forward your response note to all
employees and users or specific users.
After you have taken one of the above actions on the request for approving the
amendment, the notification is removed from your list of Open notifications.
When you click Approve or Approve and Forward, a validation is carried out to see if
any of the lines that were updated in the amendment have their corresponding
purchase order with a status of Approved. If so, a warning message is displayed. You
can ignore the warning message and proceed with the approval of the requisition
amendment.

6
Military Interdepartmental Purchase
Requests (MIPR)
Creating and using MIPRs
Overview
A Military Interdepartmental Purchase Request (MIPR) is used when one department
within the DoD (or any non-DoD department) requests for goods or services that can be
provided by another site / department (through an existing contract, for example). The
MIPR provides funding information and a description of the goods and services
required. The MIPR is created by the requesting agency, it is generated on the DD-448
standard form and send to the assisting agency.
When the MIPR is received, the assisting agency must formally accept or reject MIPR by
completing DD448-2 form, Acceptance of MIPR form. Primarily the Acceptance of
MIPR form has funding information, Reimbursement Order (Category I) or Direct
Citation (Category II) based on which receiving/invoicing/payment processes are
determined. The MIPR acceptance form is sent to the requesting agency.
The assisting agency determines whether to use the Reimbursement Order (Category I)
or the Direct Citation (Category II) method of funding. With the Reimbursement Order
(Category I), the assisting agency pay for the items up front and is then reimbursed by
the requesting agency. With Direct Citation (Category II), the requesting agency
provides the funds up front.
An example of where a MIPR might be used is when an enhancement/fix needs to be
applied to a software/system that is implemented at multiple government agencies.
While one agency may be overseeing the contracting services that are responsible for
developing the fix, the agencies that will benefit from the enhancement provide a
certain percentage of the funds to pay for the software enhancement. These funds are
recorded in the form of a MIPR and sent to the overseeing agency. The overseeing
agency then receives the MIPR in the contracting system.
Military Interdepartmental Purchase Requests (MIPR) 6-1

Funding Methods
There are two funding methods for a MIPR:
• Reimbursement Order: A MIPR is created by the requesting agency, which sends
the DD-448 form (MIPR Form) to the assisting agency. The Assisting agency
receives MIPR and reviews it. After the review, the assisting agency either accepts
or rejects MIPR and sends the DD-448-2 form (MIPR Acceptance Form) to the
requesting agency. Further procurement activities are carried out based on the
funding category Reimbursement Order. After the MIPR is accepted, the assisting
agency commits the purchase requisition (which is actually a MIPR Others with a
MIPR Reference of the requesting agency) and obligates the award from its corpus
of funds. Later, the assisting agency receives the items or sends the items directly to
requesting agency, and makes the payments to the supplier. Finally, the assisting
agency sends items to the requesting agency and gets the required reimbursement
by providing an invoice that has the MIPR number as a reference.
• Direct Citation: A MIPR is created by the requesting agency, which sends the DD-
448 form (MIPR Form) to the assisting agency. The Assisting agency receives MIPR
and reviews it. After the review, the assisting agency either accepts or rejects MIPR
and sends the DD-448-2 form (MIPR Acceptance Form) to the requesting agency.
Further procurement activities are carried out based on the funding category Direct
Citation. The assisting agency creates an award without obligation (funds). The
assisting agency sends the award to supplier and the items are received either at the
assisting agency or at the requesting agency location. The assisting agency informs
the requesting agency about this award (in an offline process, outside the CLM
system).Hence, the requesting agency obligates the award. After performing
downstream activities (such as receiving,invoicing and payment),the requesting
agency requests the assisting agency to close the award.
Shopping Cart
MIPRs can be created using any appropriate CLM iProcurement responsibility. MIPRs
are created in a manner similar to purchase requisitions.
MIPRs can be created for both catalog as well as non-catalog items. Add items to your
shopping cart in the same way you would do for regular purchase requisitions and click
Checkout. In the Shopping Cart page, below the line details region, you will see a
checkbox – Military Interdepartmental Purchase Request. If you select this checkbox,
you are indicating to the system that this purchase requisition is a MIPR. This checkbox
is not enabled by default. When you select this checkbox, the MIPR Type list of values
displays with 2 values: Military Interdepartmental Purchase Request – Others and
Military Interdepartmental Purchase Request – Own (the same agency can play the role
of requesting agency as well as assisting agency). Select Military Interdepartmental
Purchase Request – Own when you wish to create a MIPR for your own agency (your
agency is the requesting agency as well as the assisting agency). Select Military
Interdepartmental Purchase Request – Others for incoming MIPRs from requesting
agencies, for which your agency is the assisting agency. If either of these values are
selected (Military Interdepartmental Purchase Request – Own is the default value), the
relevant MIPR information is displayed in the Requisition Information page and related
pages.
MIPR Assisting Agency is a business classification for suppliers or supplier sites, using
which a MIPR Assisting Office can be defined as a supplier. A MIPR Assisting Agency
displays it's contact and location details (as a supplier) when a MIPR-Own is created.
MIPR Requesting Agency is a business classification for suppliers or supplier sites,
using which a MIPR Requesting Office can be defined as a supplier. This supplier
(MIPR Requesting Agency) displays their contact and location details when a MIPR-
Others is created. For MIPR-Others, the requesting office is an external agency, so the
MIPR-Others is defined and set up outside of the HR locations (HR Extra Information
Types form).
For information about setting up the Assisting Agency, and Requesting Agency, see:
Oracle Contract Lifecycle Management for Public Sector Implementation Guide.
The Checkout: Requisition Information page displays the MIPR related fields along
with the purchase requisition information. After you have entered the Requisition
Name and Date Prepared (the MIPR Type you selected in the Shopping Cart page
displays in this page too), navigate to the Addresses region. You need to enter the
addresses, including the MIPR related addresses, Invoice Office and Assisting Office.
Enter a Location, an Address Code and a Contact for the Invoice Office and Assisting
Office addresses and save your work.
The MIPR Information region enables you to enter MIPR specific details. Enter relevant
data in the fields provided.
FSC/PSC: The Federal Supply Classification (FSC) is a set of codes designed to help the
federal government in supplying operations.
Use the field Reimbursable Agreement to enter the value for Reimbursable Agreement
Number or Contract Number for the MIPR. This will flow down to award as well.
Control Symbol Number: optional text field.
Transportation Allotment: optional text field.
Signature: The values for this dropdown are: None, Proxy Signature, Signature.
Authorizing Officer: Use the LOV to select a person who will sign the DD-448 form.
Statutory Authority: This is a mandatory field. Enter the specific authority that is cited
for making the acquisition.
The MIPR Acceptance region displays for all MIPR type MIPR – Others; however for
the MIPR type MIPR – Own, the MIPR Acceptance region displays only if you have
selected the MIPR Acceptance checkbox in the Setup: Purchasing Options page > CLM
Options region.
Enter the relevant field values in the MIPR Acceptance Information region. The fields
marked with an asterisk (*) are required fields.

Click Edit Lines to open the Requisition Information: Edit Lines page. Click the
Accounts tab and then click the Update button. The distribution details for the line
display on the page. Click the Split Cost Allocation icon at the end of the line to view
the ACRN details in the Charge Accounts tab or click the Charge Account link to view
the ACRN details. You can enter an ACRN (Accounting Classification Reference
Number). The ACRN along with the Appropriation and Limit/Subhead information
gets printed in the DD-448 form. The ACRN can be entered by you or it can be system
generated. Whether the ACRN is entered by you or is generated by the system, it
should begin with AA and follow the numbering scheme cited in DFARS 204.7107 to
include starting with A1-A9, B1-B9, etc., after ZZ. The letters I and O cannot be used in
the ACRN number.
Each distribution (charge account) can be assigned one ACRN only. Each ACRN
represents a given charge account within a single contract. For example, if the system
assigns ACRN AA to charge account 112300023234YXZ, and if 112300023234YXZ
happens to appear on multiple CLINs within the same contract, it will always be
assigned to ACRN AA.
The Regenerate ACRN button enables you to allow the system to generate the ACRN
across lines, even if you have entered the ACRN manually. If you click Regenerate
ACRN, the changes you entered to the ACRN field are lost. This button is displayed
only when the checkbox Enable MIPR is selected in the Setup: Purchasing Options page
> CLM Controls region.
In addition, the Accounts tab also has a field called MIPR Obligation Type for each line
of account. If the value of the MIPR Obligation Type field in the Checkout: Requisition
Information page is Both, then you need to enter the MIPR Obligation Type value for
each line.
Save your work and return to the Checkout: Requisition Information page by clicking
Apply.
If all the remaining information (approvals etc) is entered in the MIPR, you can submit
the MIPR for approval. MIPR–Own and MIPR–Others follow the same approval
process as purchase requisitions.
For MIPRs that are of type MIPR-Own, click Submit to get the document approved by
various approvers. Notifications are sent to the various approvers to inform them that
they need to approve / reject the MIPR document. The MIPR Number is in the
notification, making it easier for approvers to refer to. When all the approvers approve
the document, the approval Status changes to Approved.
However this approved MIPR will not be available in Demand Workbench (thus you
cannot create an award ). The approved MIPR-Own should have a status Approved,
Acknowledged, which would make it eligible to show up in the Demand Workbench.
In order to reach this status, (Approved, Acknowledged), the MIPR-Own needs to go
through the MIPR acceptance acknowledgement action. The following sections describe
how the MIPR-Own is accepted and acknowledged.
For MIPRs that are of type MIPR-Others, click Submit to get the document approved by
various approvers. Notifications are sent to the various approvers to inform them that
they need to approve / reject the MIPR document. The MIPR Number is in the
notification, making it easier for approvers to refer to. When all the approvers approve
the document, the approval status changes to Approved, Accepted. Other statuses can
be Approved, Rejected; Approved, Rejected with Changes. These statuses are based on
the MIPR Acceptance information. The approval status shows as Approved, Accepted
only when MIPR Others with MIPR Acceptance status Accepted is selected.
Only MIPR-Others with a status of Approved, Accepted are eligible to be in displayed
in the Demand Workbench. Thus you can also create an award from a MIPR-Others
with a status Approved, Accepted.
Requisitions page
The Requisitions page enables you to search for and view MIPRs of both types – MIPR-
Own and MIPR-Others – along with other requisitions. Use the search criteria to search
for MIPRs. The search results display a column called Requisition Type that shows you
whether the purchase request is a MIPR-Own, MIPR-Others or a purchase requisition.
The Requisitions page also enables you to perform various actions, depending on which
MIPR Type you select. The Actions list of values changes it's values according to which
requisition type you select using the Select radio button.
If you select a MIPR-Own, the following actions are available for you to use:
• Acknowledge MIPR Acceptance: Select an approved MIPR-Own to perform an
acceptance acknowledgement. The Update MIPR Acceptance page displays on
selecting this action. The page enables you to update relevant acceptance
acknowledgement information such as MIPR acceptance status, MIPR obligation
type, funds information, Authorizing Officer, etc. The Assisting Agency
Authorizing Officer field is a free text field in the MIPR Acceptance region, using
which you can enter the authorizing officer name, even if the officer does not
belong to the agency. After entering the acceptance acknowledgement information,
click Continue to go back to the Requisition: Edit Lines page where the Accounts
tab is highlighted. The charge account and other accounting details for the MIPR-
Own is displayed. Using this page, you can specify the MIPR Obligation Type for
each line, provided you have selected the value Both in the main MIPR creation
page. The value Both indicates that some MIPR-Own lines have an obligation type
of Reimbursement Order and other MIPR-Own lines have an obligation type of
Direct Citation. Therefore, it is important to specify the value of the MIPR
Obligation Type for individual lines. If the Obligation Type is not Both, you need
not continue to the next page because it is not required. Click Apply to return to the
Update MIPR Acceptance page.
At times, you may not have decided on the funding method, thus you could select
the value Both at the line level too. Thus, regardless of the header level value
(Reimbursement / Direct Citation / Both), you can select the Obligation Type Both at
the line level. Please note that if you change the Obligation Type at the header level
to Both, this will not necessarily cascade down to the line level.

cancel an Incomplete requisition, an error message will display. Select Cancel
Requisition to cancel a requisition and the Cancel Requisition: Select Lines page
appears. You can choose to cancel the requisition in its entirety by clicking Cancel
Entire Requisition. Otherwise, enter a reason for the cancellation and select a line or
lines to cancel, and then click Continue. The Cancel Requisition: Review and Submit
page displays, showing you the line details of the cancelled requisition. Click
Submit to submit the requisition for cancellation, a confirmation page displays, with
the cancellation confirmation details. View the status of the cancellation request(s)
using the Requisition Status page. The value of the requisition will be changed to 0
(zero).
• Change: Click Change if you wish to make any changes to a MIPR that has been
approved. You cannot change a MIPR that has a status of Incomplete.
When you initiate a change (amendment) to the MIPR, a warning message displays,
asking if the changes due to the amendment are acceptable to the assisting agency.
Click Yes to continue or No to return to the previous window.
If you initiate an amendment for a MIPR that has some quantity already received,
you cannot amend the MIPR to a quantity less than the received quantity.
For more information on changing data on a MIPR, please refer to the chapter
Requisition Amendments and this chapter.
checkout process for the MIPR, including editing the lines and submitting for
approval.
• Copy to Cart: The lines of the existing MIPR get copied to a new or in-use cart and
you can proceed with the checkout process. Thus you can copy line items from one
MIPR to another. This often serves as a shortcut to reorder frequently requested
items.
• Generate DD-448: Select this action to generate the DD-448 form in PDF format. You
can generate a DD-448 form for both draft (incomplete) and approved MIPRs, and
also for MIPR Amendments, however, you can send a DD-448 only if the status of
the MIPR is approved. If the DD-448 is generated, it is also stored in the system for
later retrieval and viewing.
Note that when a MIPR-Own is submitted for approval, the system automatically
generates a DD-448.
• Send DD-448: Select this action to send the DD-448 form to the assisting agency. The
page that displays shows a region Send DD-448 with the details of the assisting
agency as well as the person details of the assisting agency authorizing officer. You
can view the DD-448 form before sending it, by clicking View DD-448. Click Send to
send the DD-448 to the multiple recipients (usernames or email addresses) in the
assisting agency. A confirmation message displays, stating that the DD-448 has
been sent successfully. Otherwise an error message displays, telling you why the
sending of the DD-448 failed. You can resend the DD-448 in case of an error.
• View DD-448: If you have generated a DD-448, it is stored in the system and can be
retrieved later for viewing. Select this action if you wish to view a DD-448 form.
You will be prompted to save or open the DD-448 form as a PDF. When you open
the DD-448 form or save it and open it later, the Signature block is displayed as
//Signed/<authorizing officer name>. The Signature block appears as Signed only
for approved requisitions.
• View MIPR History: View the actions taken on the MIPR using the View MIPR
History action. The page that displays when you select the View MIPR History
action shows you the action and action date along with the office address and
contact details of the sender. Optionally, you can add notes to individual actions
and save the notes. The MIPR Acceptance Response column enables you to view
responses such as MIPR Accepted, or MIPR Rejected. Click the Return link at the
bottom of the page to go back to the Requisitions page.
Receiving DD-448 by the assisting agency

The assisting agency receives the DD-448 as an email attachment /fax/print from the
requesting agency contact. As the assisting agency contact, you need to check your
email / fax / print to verify receipt of the DD-448 form from the requesting agency. To
configure email to receive the DD-448, you need to perform some setup steps, the
details of which are in the Oracle Contract Lifecycle Management for Public Sector
Implementation Guide.
The Requisitions page also enables you to perform various actions, depending on which
MIPR Type you select. The Actions list of values changes it's values according to which
requisition type you select using the Select radio button.
If you select a MIPR-Others, the following actions are available for you to use:
• Change MIPR Acceptance: Note that this action is different from the Change action,
which is used to initiate amendments. Change MIPR Acceptance is a request to the
requesting agency to initiate an amendment for an already accepted MIPR without
incrementing the amendment number. Even though the MIPR-Others has been
accepted by sending DD448-2 (MIPR Acceptance form), it still needs to be amended
by the assisting agency. Select an approved MIPR-Others to perform a change MIPR
acceptance. The Update MIPR Acceptance page displays on selecting this action.
The page enables you to update relevant acceptance acknowledgement information
such as MIPR Acceptance Status, MIPR Obligation Type, funds information,
Authorizing Officer, etc. With MIPR-Others, the Authorizing Officer is a free text
field in the MIPR Details region in the requisition header. The Attachments region
enables you to add as many attachments as required to the acceptance
acknowledgement information. After entering the acceptance acknowledgement

information, click Continue to go back to the Requisition: Edit Lines page where the
Accounts tab is highlighted. The charge account and other accounting details for the
MIPR-Others is displayed. Using this page, you can specify the MIPR Obligation
Type for each line, provided you have selected the value Both in the main MIPR
creation page. The value Both indicates that some MIPR-Others lines have an
obligation type of Reimbursement Order (where the line of accounting belongs to
the assisting agency) and other MIPR-Others lines have an obligation type of Direct
Citation (an external value for line of accounting is used and the charge account for
the assisting agency is a dummy value). Therefore, it is important to specify the
value of the MIPR Obligation Type for individual lines.
At times, you may not have decided on the funding method, thus you could select
the value Both at the line level too. Thus, regardless of the header level value
(Reimbursement / Direct Citation / Both), you can select the Obligation Type Both at
the line level. Please note that if you change the Obligation Type at the header level
to Both, this will not necessarily cascade down to the line level.
Click Apply to return to the Update MIPR Acceptance page. In the Update MIPR
Acceptance page, click Return to go back to the Requisitions page.
cancel an Incomplete requisition, an error message will display. Select Cancel
Requisition to cancel a requisition and the Cancel Requisition: Select Lines page
appears. You can choose to cancel the requisition in its entirety by clicking Cancel
Entire Requisition. Otherwise, enter a reason for the cancellation and select a line or
lines to cancel, and then click Continue. The Cancel Requisition: Review and Submit
page displays, showing you the line details of the cancelled requisition. Click
Submit to submit the requisition for cancellation, a confirmation page displays, with
the cancellation confirmation details. View the status of the cancellation request(s)
using the Requisition Status page. The value of the requisition will be changed to 0
(zero).
• Change: Click Change if you wish to make any changes to a MIPR that has been
approved. You cannot change a MIPR that has a status of Incomplete.
When you initiate a change (amendment) to the MIPR, a warning message displays,
asking if the changes due to the amendment are acceptable to the assisting agency.
Click Yes to continue or No to return to the previous window.
If you initiate an amendment for a MIPR that has some quantity already received,
you cannot amend the MIPR to a quantity less than the received quantity.
For more information on changing data on a MIPR, please refer to the chapter
Requisition Amendments and this chapter.
checkout process for the MIPR, including editing the lines and submitting for
approval.
• Copy to Cart: The lines of the existing MIPR get copied to a new or in-use cart and
you can proceed with the checkout process. Thus you can copy line items from one
MIPR to another. This often serves as a shortcut to reorder frequently requested
items.
• Generate DD-448-2: Select this action to generate the DD-448-2 form (MIPR
Amendment Acceptance) in PDF format. You can generate a DD-448-2 form for
both draft (incomplete) and approved MIPRs, and for MIPR Amendments too,
however, you can send a DD-448-2 only if the status of the MIPR is Approved,
Accepted. If the DD-448-2 is generated, it is also stored in the system for later
retrieval and viewing.
Note that when a MIPR-Others is submitted for approval, the system automatically
generates a DD-448-2.
• Liquidate: Use Liquidate to unreserved the funds in the MIPR. If there are funds
remaining in the MIPR, and will not be used to fund other awards, these remaining
funds can be liquidated. Liquidation, in effect, unreserves the funds in the MIPR
only, and this does not affect the line amounts, distribution values etc. Click
Liquidate to unreserve the funds. The system displays a message, confirming that
the liquidation of funds has completed successfully. Note that you can unreserve
the funds at the MIPR document level only, and not for individual lines within the
MIPR.
• Send DD-448-2: Select this action to send the DD-448-2 form to the assisting agency.
The page that displays shows a region Send DD-448-2 with the details of the
assisting agency as well as the persons details of the sender of the DD-448-2. You
can view the DD-448-2 form before sending it, by clicking View DD-448-2. Click
Send to send the DD-448-2 to multiple recipients (user names or email addresses) in
the assisting agency. A confirmation message displays, stating that the DD-448-2
has been sent successfully. Otherwise an error message displays, telling you why
the sending of the DD-448-2 failed. You can resend the DD-448-2 in case of an error.
• View DD-448-2: If you have generated a DD-448-2, it is stored in the system and can
be retrieved later for viewing. Select this action if you wish to view a DD-448-2
form. You will be prompted to save or open the DD-448 form as a PDF. When you
open the DD-448 form or save it and open it later, the Signature block is displayed
as //Signed/<authorizing officer name>. The Signature block appears as Signed only
for approved requisitions.
• View MIPR History: View the actions taken on the MIPR using the View MIPR
History action. The page that displays when you select the View MIPR History
action shows you the action code and action date along with the office address and
contact details of the sender. Optionally, you can add notes to individual actions
and save the notes. The MIPR Acceptance Response column enables you to view

responses such as MIPR Accepted, or MIPR Rejected. Click the Return link at the
bottom of the page to go back to the Requisitions page.
The MIPRs thus completed are eligible to be available in the Demand Workbench of
Buyer Work Center. Please note that the MIPR-Own should have a status of Approved,
Acknowledged to be eligible for the Demand Workbench and the MIPR-Others should
have a status of Approved, Accepted to be eligible for the Demand Workbench. In the
Demand Workbench, if you click the MIPR number hyperlink, the MIPR information
displays in read-only mode in a new page. For more information on autocreating MIPR
lines to awards, please refer to the Buyer Work Center chapter of the Oracle Contract
Lifecycle Management for Public Sector Purchasing User Guide.
Purchase Request Data Standard (PRDS) Inbound

CLM for Public Sector can receive purchase requisitions in a standard format from an
external requisition system. This ability helps agencies achieve traceability and
transparency of contract expenditures, by properly linking requirements, as found in
purchase requests. It also helps agencies comply with the regulations for creating
requisitions.
Requisitions are created using requisition web services. An XML file is imported from
external federal systems, that the CLM requisition web service uses as a source file.
When you invoke the requisition web service, the transformed XML is used to create a
requisition in the CLM system. Note that the PRDS file is received with additional
information when a MIPR (such as a DD-448 or DD-448-2 form) is imported. Use web
services to validate the imported PRDS XML, and update the requisition tables.
For more information on setting up PRDS Inbound, see: Oracle Contract Lifecycle
Management for Public Sector Implementation Guide.
Purchase Request Data Standard (PRDS) Outbound

The Purchase Request Data Standard (PRDS) schema is a way for the Department of
Defence to standardize the Purchase Requisition data. This ensures that the right data is
provided in order to establish Awards. PRDS is built to be compatible with the PDS for
Awards. PRDS XML Generation establishes standard and accurate data that is in
compliance with Department of Defense standards. The purchase requisition is also the
source for critical data used in contract awards, and thus accurate PRDS XML
generation is more important than ever before.
The system has the ability to send CLM iProcurement purchase requisitions outbound
in the PRDS format. CLM generates PRDS compliant XML files. The PRDS files contain
specific purchase request data elements. In order to ensure that CLM purchase
requisition documents are compliant with DoD standards, the system capture all data
elements as required by PRDS and also provides the ability to produce an XML file in
accordance with the PRDS Schema. However, CLM currently does not support sending
PRDS XML files to other agencies.
You can generate the PRDS XML file manually by running the concurrent program
called Generate PRDS XML.
The PRDS XML file is auto-generated when the purchase requisition is approved. The
Requisition Approval Workflow initiates the PRDS XML generation process if PRDS
flag is enabled at office level depending on the requisition type.
In order to generate the PRDS XML file automatically for a purchase requisition, the
following criteria must be met:
• In case of requisitions that are of type Purchase Requisitions, the PRDS XML file is
generated only when PRDS flag is enabled at Issuing Office level.
• For MIPR-Own and MIPR-Others type of requisitions: the PRDS XML file is
generated only when PRDS is enabled at Assisting Office level.
The Requisitions Details page has an Action History for PRDS. The PRDS field shows
the value Yes with a link when the PRDS XML file is generated successfully. Click the
link to open the PRDS Action History page. The concurrent request details, along with
the posting information, is displayed in this page. The View XML link enables you to
open or download the PRDS XML file.
The system notifies the final approver of the purchase requisition document when the
PRDS XML file is successfully generated. This FYI notification is sent to the approver
only when PRDS XML file has been successfully generated. The notification contains
the details of the outbound directory path that contains the generated PRDS XML file.
The requester needs to go to the Action History page (View XML link) in order to view
or download the PRDS XML file.

7
Post Award Requests
Overview of Post Award Requests

Post Award Requests, as the name suggests, are documents created after the award is
approved. These documents capture the required changes to the approved award. With
post award requests, contracting professionals do not have to go through the more
formal cycle of creating modification documents immediately. When the post award
request is created, capturing the changes to the award that are required, and after it is
approved, it can be merged with the modification document. Thus post award request
documents are interim documents that enable contracting professionals to make
changes on an award and then create modification documents which capture the same
changes from the post award request documents.
Post award requests are similar to purchase requisitions, however, unlike purchase
requisitions that are created before the award, post award requests are created after the
award is approved.
Requesters usually initiate change requests for an approved award. When the change
request is approved by the relevant approvers, a post award request is created for the
award. Then the Contract Administrator, who manages requests for changes to an
existing contract from various sources, incorporates the changes from the post award
request to a modification.
The post award request is similar to a modification document and thus the attributes at
header, line, schedule, distribution, pay item level are mostly the same for post award
requests and for modifications. Post award requests can commit funds (in a manner
similar to purchase requests) or make any other changes to the award as well.
You can create any number of post award request documents for an award, as long as
the award has a status of Approved. If the award is closed, you cannot create a post
award request for the award. The post award request is linked to, and used to create the
same award modification. The information in post award request document can be in a
single or multiple modification documents; also, the information in multiple post award
request documents can be a single or multiple modification documents.
Post Award Requests 7-1

Using Post Award Requests
Click the Post Award Request tab and you will see two sub-tabs: Post Award Requests
and Awards.
The Views region in the Post-Award Request Summary page enables you to view a list
of post award requests that have been created in Oracle CLM Purchasing or Oracle
CLM iProcurement. Select a post award request and then choose an action that you
wish to perform on the post award request:
• Update: Open the post award request for editing.
• Delete: You can delete a post award request if you no longer require it. A warning
message displays, prompting you to continue with the delete or not. If you click
Yes, the post award request document gets deleted.
• Notify: you can send to-do notifications or FYI notifications to different users in the
system.
The Post Award Request sub-tab enables you to search for post-award request
documents and view their information. Search by any combination of the following
search criteria: Award, Supplier, Buyer or Approval Status. You can add more search
criteria fields by selecting a value for the search criteria fields from the Add Another list
of values. The search criteria field will appear below the default search criteria fields
(that is, below, Award, Supplier, Buyer and Approval Status). Click Go to view the
search results.
Select a post award request from the search results and then choose one of the following
actions from the Select Post Award Request: actions list of values:
• View Base Document: View the details of the award from which the post award
request was created.
• View Base Document PDF: View the details of the award from which the post
award request was created in a PDF format.
• View Post Award Request PDF: View the post award request document as a PDF.
• View Contract File: View the post award request in the Contract File hierarchy. The
post award requests are displayed in the Award / IDV Administration link under
the Conformed Award folder. The folder is called Post Award Requests and it
shows you all the post award requests created for that award. The post award
details are displayed in the right pane of the page. Click the Return To Post Award
Request Summary link to go back to the post award requests search page.
The Awards sub-tab enables you to search for awards, and perform other actions on the
awards that appear in the search results region:
• View Approval Workflow: This action enables you to view the workflow activities
that are associated with the award.
• View Invoices: View the invoices associated with the award.
• View PDF: View the award in PDF format.
• View Payments: View the payments associated with the award.
• View Receipts: View the receipts associated with the award.
• View Contract File: View the award in the Contract File hierarchy. The award is
displayed in the Award / IDV folder in the left pane. The right pane displays the
award details.
• Create Post Award Request: The detailed information on creating post award
requests is provided in the section Creating Post Award Requests.
Creating Post Award Requests

Use the Create Post Award Requests action to create post award requests. The Create
Post Award Request page displays and you need to enter relevant information in order
to create the post award request document.
The first region in the Header tab contains information specific to the post award
request. Enter the Requester and Comments in the required fields. The post award
request number is derived by appending the PAR indicator and control number as a
suffix to the award number. Thus, as an example, if the award number is KPS-13-A-
0245, the post award request number will be KPS-13-A-0245-PAR-0001.
The Award Details region consists of some fields that can be updated via a post award
request: Effective Date, Supplier Contact, Communication Method, External IDV
Number, Buyer, Award Administrator, Description, Conforming Award. The updates
you make to the above fields are also shown in the modification document. This occurs
when you create a modification from the post award request using AutoCreate. For
more information on creating a modification from post award requests, please refer to
the Oracle Contract Lifecycle Management for Public Sector Purchasing User Guide.
The Terms region consists of some fields that can be updated via a post award request:
Payment Terms, Number of Signed copies, Default ship to Location, Ship Via, Freight
Terms and Transportation Arranger. The updates you make to the above fields are also
shown in the modification document. This occurs when you create a modification from
the post award request using AutoCreate.
The Business Priority and Project Information region consists of the following fields that
can be updated via a post award request: DPAS Rating, Customer Project Code, Priority
Code, Customer Project Text. The updates you make to the above fields are also shown
in the modification document. This occurs when you create a modification from the
post award request using AutoCreate.

The Award Categorization region consists of some fields that can be updated via a post
award request: No Competition Reason, Admin SCD, Contract Category. The updates
you make to the above fields are also shown in the modification document. This occurs
when you create a modification from the post award request using AutoCreate.
The Attachment region enables you to attach one or more attachments (Notes, Files or
URLs) to the post award request. When you create attachments in the post award
request, and then create modifications from the post award requests, the system saves
the attachments of the post award requests in the modification documents.
Address and Supplier Details:
Ensure that the addresses, locations and contacts are appropriate and relevant. Also
ensure that the supplier details are correct. Any updates you make to these regions are
reflected in the modification document that will be created from the post award request.
Lines:
New line numbers are generated by the system by incrementing the previous line
number by 1. Thus, the previous line number could belong to an award line or could be
a post award request line. In case the previous line number is an award line, the line
number is not updateable. However, for newly created post award request lines, the
line number is updateable. The intent here is to ensure that the line numbers are unique
across all the related documents – awards, post award requests, modifications and
concurrent modifications, and conformed awards.
The new line number of a post award request is generated based on the following rules:
If there are no post award requests for the award document, then the new line number
in the post award request is the last generated line number on the award+1.
If there are post award request documents available for the award document, then the
line number will be last generated line number+1 of the most recently created post
award request.
If there are post award requests and modification documents created for the award
document, then the line number will be the last generated line number of the recent-
most document +1 (the last document can be a modification or a post award request
document).
If you have created post award request documents for the award and have manually
updated the line numbers in the post award request documents, then the line number
generated will be the greatest line number among the newly created lines on the
modification document +1.
Existing lines in a post award request (from the base award) may not be deleted,
however, they can be updated in a post award request. You can create new lines in a
post award request that will be used to create modification lines using the AutoCreate
process. You also need to enter a comment in the Comments field for the new line.
You can definitize or undefinitize a line in a post award request using the Undefinitize /
Definitize related fields that are available in the line details page. For more information
on definitization and undefinitization, please refer to the Awards chapter (Lines
section) in the Oracle Contract Lifecycle Management for Public Sector Purchasing User
Guide.
Additionally, the actions in the Actions LOV that are applicable for awards are also
displayed for post award request lines. Therefore, you can perform line level actions
such as View Change Summary, Global Update, Copy, etc., for the post award request
as well. Click Show Only PAR Lines if you wish to exclude the original award lines
from the page view.
Schedules:
The Schedules tab displays all the shipments for the base award lines as well as the post
award request lines. You cannot delete a schedule, however, you can update it by
clicking the Update (pencil) icon. The Schedule Details page has a Comments field,
where you can enter comments for the schedule.
Pay Items:
If you create or update Pay Items as part of your post award request creation, ensure
that you enter a comment in the Pay Items details page using the Comments field.
The post award request document displays the distributions created during the award
creation. Please note that in a post award request, you cannot increase the distribution
amount and funded amount via the distribution that was created in the award. If you
need to increase the distribution amount or funded amount, you will need to create a
new distribution.
Note: Use the Split icon to create a new distribution in order to add
new funds via a post award request.
To manage the Funded Amount value in a post award request distribution:

• In order to increase the funded amount for a specific distribution, a new
distribution is created in the post award request, that will be incorporated in the
modification, and will eventually update the award.
• In order to decrease the funded amount for a specific distribution, you can use the
existing distribution in the post award request, that will be incorporated in the
• In order to update any other field values (other than funded amount), you can use
the existing distribution in the post award request, that will be incorporated in the
To manage encumbrance in a post award request:

• The funds committed by a post award request are always for individual
distributions (with distinct charge accounts).
• The post award request will commit the changed amount if it's an increase.

• There will not be any posting to encumbrance accounting if the changed amount of
a distribution in a post award request is negative.
• When there are unused funds on the post award request, you can use the Withdraw
action to remove the unused funds from the post award request and update the
budget.
Attachments:
Attachments from the award are copied over to the post award request. Attachments
can be added to the header, lines and shipments.
Click Add Attachment in the Attachments region to add an attachment to the post
award request. Attachments belonging to the award are displayed in the Awards block
of the Attachments region and attachments belonging to the post award request are
displayed in the Post Award Request block of the Attachments region. For more
information on using attachments, please refer to the Attachments section in the
Awards chapter of the Oracle Contract Lifecycle Management for Public Sector Purchasing
User Guide.
Liquidating Funds on a Post Award Request
The Withdraw action enables you to liquidate available balance funds on a post award
request. Use the Withdraw action on post award requests with the following statuses:
Returned, Rejected, In-Process, Approved, Approved–Assigned, Pre-Approved. If any
post award request line is linked to a draft modification, you cannot use the Withdraw
action. If the Encumbrance function is enabled, you can perform the Withdraw
operation on post award requests. You cannot withdraw individual lines, you can only
withdraw the post award request document. When you withdraw the post award
request, the remaining funds are unreserved on the document lines. These funds are
then available for use.
8
Receiving
Overview of Receiving
A requester can create receipts against orders in Oracle CLM iProcurement. For an
order to appear in the receiving module, it must have a receipt routing of Direct
Delivery. (You cannot create receipts against orders with a receipt routing of Standard
or Inspection.) Destination types of Expense, Inventory, and Outside Processing are
supported. When a requester has selected one or more lines from an order to receive,
they can enter Waybill, Packing Slip and Comment information. After submitting a
receipt, a receipt confirmation number appears for reference purposes. Some key
features of Receiving in Contract Lifecycle Management are:
Express Receiving
Using the Express Receive functionality in receiving reduces the number of receipt
pages from three to one. After entering a receipt quantity the requester clicks Express
Receive to directly receive a receipt number. This process bypasses the packing slip,
waybill, and receipt comments fields as well as the Receive Items: Review and Submit
page.
Blind Receiving
Some enterprises have a blind receiving process for their employees (especially in the
case of direct goods in a manufacturing environment). With blind receiving, a requester
creating a receipt does not see the quantity ordered, quantity already received, or the
default receipt quantity. This forces the person creating the receipt to count the number
of items received and then enter the receipt quantity into the Quantity Received field.
The receiving date and receiving quantity tolerances are ignored when blind receiving
is enabled.
Receiving Intransit Shipments
Intransit shipments are a shipment of items from one inventory organization or
supplier to a destination inventory warehouse. The goods associated with an advance
shipping notice (ASN) might not yet have arrived at the destination warehouse.
Receiving 8-1
Receiving upto the Funded Amount
You can receive quantities upto the funded amount on the requisition. For example, if
you have a requisition line with a funded amount of $1000, you can only receive
quantities of the item upto a value of the $1000 and not more than that. This is
applicable for partially funded lines.
Receiving Option Lines
You can receive items against option lines provided the option lines have been
exercised. If the exercised option line has been funded, you can receive quantities upto
the funded amount only.
Informational Lines and Priced Lines
Please note that Informational lines cannot be received, they are not priced lines.
Any priced line can be received even if it is a Not Separately Priced (NSP) line.
Receiving Items
The Receiving > Receiving page enables you to carry out all desktop receiving activities.
Search for your items using the Search LOV. Also use the Search LOV to find:
• Items to Receive
• Items to Return
• Receipts to Correct
• Receipts to View
Use the Search Attribute LOV to search by Requisition Number, Order Number or
Supplier. Enter a Search Value and then click Go. For example, select Items to Receive
using the Search LOV, select Find by Requisition Number using the Search Attribute
LOV and enter a requisition number (for example: PR-10-001-0126) in the Search Value
field and click Go.
The Receive Items: Select Items page opens, with the search criteria – Requester,
Requisition Number, Supplier, Order Number, Shipment Number, and Items Due. Your
search criteria values (for example: Requisition Number, will be defaulted in the search
criteria fields. Click Go to search for the requisition / award to receive. The Receive
Items: Select Items page also opens if you have clicked the Receive Items hyperlink at
the top of the main Receiving page.
Select a Requisition using the Select checkbox. You can choose whether to use Express
Receiving or the normal receiving process. Clear Changes unselects your selection of
requisitions to receive.
Select a requisition and click Next to perform a normal receive. The Receive Items: Enter
Receipt Information page displays, where you need to enter the following fields:
Receipt Date, Waybill, Packing Slip, and Receipt Comments. Click Next to go to the
Receive Items: Review and Submit page that displays the Receipt Information and
Received Item Details. If you need to change any of the details, click Back to return to
the previous pages and make your corrections. Click Submit to confirm receipt of the
items and obtain a receipt number from the system. The Receive Items: Confirmation
Details page displays, showing you the Receipt Date, Receipt Number, Requisition
Number, and other details.
Select a requisition and click Express Receive to perform express receiving. The entry of
the Receipt Date, Waybill, Packing Slip and Receipt Comments are bypassed and the
system automatically creates a receipt with the Receiving Date as today's date. After
you click Express Receive, the Receive Items: Confirmation Details page displays the
details of the newly created receipt.
Note: Alternatively, on the main Receiving page, you can use the
Requisitions to Receive region to click the Express Receive icon against
a listed requisition and perform an express receive.
Return Items
An example: you received a quantity of 100 of Item A from a supplier. However your
requesting organization requires a quantity of 80 only and will not accept more than 80.
Therefore, you need to return a quantity of 20 to the supplier.
The Receiving main page provides a Return Items link for you to return goods to the
supplier. Click on the Return Items link and the Return Items: Find Receipt page
displays. Select from one or more of the following search criteria to search for a
requisition for items to return: Receipt Created By, Items Received, Receipt, Requisition
Number, Order Number, Supplier. After you have entered your search criteria, click
Go. The required requisitions with their details will be displayed in the search results
region.
Enter a return quantity in the Return Quantity field. You can return up to a maximum
of the received quantity. Click Next to go to the Return Items: Enter Return Information
page. In this page, enter a Reason, Return Material Authorization, and Comments on
this page. Click Next to proceed to the Return Items: Review and Submit Return page.
The return details are displayed on the page. Click Submit to record the return in the
system and you will then see a Confirmation Details page that displays the confirmed
return details. Click the Return to Receiving link to go back to the main Receiving page.
Correct Receipts
The Correct Receipts pages enable you to make corrections in the received quantity. For
example, you received a quantity of 100 of Item A from a supplier. However your
receiving clerk entered 110 in the receipts page erroneously. You need to correct this
quantity using the Correct Receipts page. Click on the Correct Receipts link in the main
Receiving page, the Correct Receipts: Select Receipts page opens, and you can enter
Receiving 8-3
your search criteria for retrieving the receipts you want to correct. After you have
entered the search criteria, click Go. The search results display in the region below.
Enter the corrected quantities in the Correct Quantity / Amount field. If you have
entered a positive or negative correction, and the corrected quantity is above or below
the quantity tolerances set by the system, you will get a warning message. You can
choose to correct the quantity again so that it falls within the quantity tolerances, or you
can click Continue to proceed with the correction. The Correct Receipts: Review and
Submit page opens to display the correction details. Click Submit to confirm the
corrections, the Confirmation Details page displays the correction information for your
reference. Click the Return to Receiving link to go back to the main Receiving page.
View Receipts
Click the View Receipts link in the main Receiving page to view receipt details along
with returns, corrections, etc. The View Receipts page opens, enabling you to search for
one or more receipts using various search criteria. The region below the search criteria
displays the search results. The Receipts column in the search results displays all the
Receipt Numbers as links. Click on any Receipt Number link and the Receipt Details
page opens, showing you the Receipt Details and Transaction History regions. The
Transaction History region tells you if the item has been received, corrected or returned,
along with the transaction details.
Using the Receipt Details page, you can also correct quantities or return items by
clicking the appropriate button. Click Done to return to the View Receipts page.
The View Receipts page also displays some of the received quantities as links. These
quantities have been adjusted in some way and have an indicator displayed next to
them. Click on a quantity link to open the Receipt Details page. The receipt information
and the transaction history are displayed. Using the Receipt Details page, you can also
correct quantities or return items by clicking the appropriate button. Click Done to
return to the View Receipts page.
Work Confirmation
Over the course of a complex work project, various pay items defined for the contract
come due. To notify a buyer that a pay item needs to be processed for a completed unit
of work, you can create a work confirmation. For more information on creating and
using Work Confirmations, please refer to the Oracle Contract Lifecycle Management for
Public Sector iSupplier Portal User's Guide. For more information on complex work
orders, please refer to the Oracle Contract Lifecycle Management for Public Sector
Purchasing User Guide.
9
Reports
Overview
The following seeded reports are available with CLM. If these reports need to be
customized to suit individual agency needs, they can be modified by implementers.
In addition, implementers can create new reports using the following tools: Oracle
Business Intelligence Publisher or Oracle Business Intelligence - Enterprise Edition
(OBIEE).
Print CLM Requisitions Report

The Print CLM Requisitions Report prints the details of each purchase requisition that
you have specified. You need to enter a range of requisition numbers (From and To)
that you wish to print.
Report Submission
Using an appropriate CLM iProcurement responsibility, navigate to Reports > View
Requests. In the Requests page, click Submit Request. The Schedule Request: Name
page displays, select the New Request radiobutton and then search for the report name
using the search LOV in the Program Name field. Search for the Print CLM Requisitions
Report in the search LOV and ensure you have the appropriate Operating Unit and
Language populated in the page. Click Next to proceed.
Parameters
Requisition Number From
Enter the starting requisition number that you wish to print from. You can specify a
single requisition or a sequence of requisition numbers.
Requisition Number To
Reports 9-1
Enter the last requisition number that you wish to print. You can specify a single
requisition or a sequence of requisition numbers.
Output
This report prints requisition details only for the requisition number sequence you
specify.
Depending on the line type, contract type and cost constraints, the pricing details of the
requisition are printed. The cost constraints, if any, are also printed. The funded amount
is also calculated and printed in the report.
Print CLM Requisition Amendments Report

The Print CLM Requisitions Report prints the details of each purchase requisition that
you have specified. You need to enter a range of requisition numbers (From and To)
that you wish to print.
Report Submission
Using an appropriate CLM iProcurement responsibility, navigate to Reports > View
Requests. In the Requests page, click Submit Request. The Schedule Request: Name
page displays, select the New Request radio button and then search for the report name
using the search LOV in the Program Name field. Search for the Print CLM Requisition
Amendments Report in the search LOV and ensure you have the appropriate Operating
Unit and Language populated in the page. Click Next to proceed.
Parameters
Amendment Number From
Enter the starting requisition amendment number that you wish to print from. You can
specify a single requisition amendment or a sequence of requisition amendment
numbers.
Amendment Number To
Enter the last requisition amendment number that you wish to print. You can specify a
single requisition amendment or a sequence of requisition amendment numbers.
Output
The values on the report are printed as the data exists on the requisition amendment.
The report displays the amended values, that is, the difference between the base value
(From value) and the new value on the amendment (To value) are printed.
Depending on the line type, contract type and cost constraints, the pricing details of the
requisition are printed. The cost constraints, if any, are also printed. The funded amount
is also calculated and printed in the report.
Reports 9-3
A
Pages and Navigation Paths
Use the CLM iProcurement responsibility.

Legends
The following legends are indicative of the various objects that are used in the
navigation paths:
• (H) – Hyperlink
• (T) – Tab
• (ST) – Sub-Tab
• (B) – Button
• (LOV) – List of Values
• (I) – Icon
Shop
1. CLM iProcurement > (T) Shop
Requisitions
1. CLM iProcurement > (T) Requisitions
Stores
1. (T) Shop > (ST) Stores
Pages and Navigation Paths A-1

Preferences page
1. CLM iProcurement > (H) Preferences
Search Stores
1. (T) Shop > (ST) Stores > (LOV) Search
2. Specify the search criteria and click (B) Go.
Advanced Search
1. (T) Shop > (ST) Stores > (H) Advanced Search
2. Specify the criteria and click (B) Go.
My Requisitions
1. (T) Shop > (ST) Stores > My Requisitions
2. Select the Requisition Number link.
Copy Requisitions
1. (T) Shop > (ST) Stores > My Requisitions > (L) Copy
2. Click (I) Copy
Add Items to Cart

1. Search for an item using the Store search.
2. The search results display in a page.
3. Click Add to Cart to add the item to your shopping cart.
Cancel Requisitions
A-2 Oracle Contract Lifecycle Management for Public Sector iProcurement User Guide
2. Select a requisition, the Requisition opens in a page, then click (B) Cancel
Requisition.
Acquisition Plan
1. Create or Amend a Requisition and checkout.
2. In the Sourcing Information Region, click (LOV) Acquisition Plan.
3. Search for an Acquisition Plan Display Name.
4. Select the Acquisition Plan name you to want to associate the Requisition with.
5. You will return to the Requisitions or Requisition Amendment page.
Requisition Amendment
2. Select a requisition, the Requisition opens in a page, then click (B) Change.
3. Click Amendment Checkout button to process the amendment.

OR
1. Click (I) Change from My Requisitions region
View Amendment History

1. Open a Requisition by clicking on the Requisition Number.
2. If Amendment History field has a value Yes that is hyperlinked, click (H) Yes.
3. The Amendment History page opens.
View Amendment Changes

1. Open a Requisition by clicking on the Requisition Number.
2. If Amendment History field has a value Yes that is hyperlinked, click (H) Yes.
3. The Amendment History page opens.
4. Click (I) Review Changes to view the changes for a particular document.

5. Click (B) View All Changes to see all the changes made to all the documents.
View Requisitions
1. (T) Requisitions > (ST) Requisitions > View
View Requisition Line Details

1. (T) Requisitions > (ST) Requisitions > View
2. Scroll down to the Details region, the line summary information displays.
3. Click (I) Details to view line details.
Requisition Search
1. (T) Requisitions > (ST) Requisitions > (B) Search
My Notifications
1. (T) Shop > (ST) Stores > My Notifications
Or:
1. (T) Requisitions > (ST) Notifications
View Notifications
1. (T) Shop > (ST) Stores > My Notifications > View
Viewing Notifications using seeded views

1. (T) Shop > (ST) Stores > My Notifications. Click (B) Full List.
2. Select a seeded view from the View LOV and click (B) Go.
• All Notifications
• Open Notifications
• FYI Notifications
• Notifications from Me
• To Do Notifications
Open a Notification
2. Select a notification.
3. Click (B) Open.
Shopping Lists
1. (T) Shop > (ST) Shopping Lists
View Shopping List: Personal Favorites

1. (T) Shop > (ST) Shopping Lists
2. Select a value from Select List LOV
Non-Catalog Request
1. (T) Shop > (ST) Non-Catalog Request
Receiving
1. CLM iProcurement > (T) Receiving
Search
1. (T) Receiving > Search
2. Select any one/all of the following search options:

• Search LOV - Items to Receive, Items to Return, Receipts to Correct, Receipts to
View

• Search Attribute LOV - Find By Award Number, Find By Requisition Number,
Find By Supplier
• Search Value - this is a free-text field
3. Click (B) Go.
Receive Items
1. (T) Receiving > (H) Receive Items
Or:
1. Navigate to the Receiving Process region at the right of the page.
2. Click (H) Receive Items.
Correct Receipts
1. (T) Receiving > (H) Receive Items
Or:
2. Click (H) Correct Receipts.
Return Items
1. (T) Receiving > (H) Return Items
Or:
2. Click (H) Return Items..
View Receipts
1. (T) Receiving > (H) View Receipts
Or:
2. Click (H) View Receipts.
Requisitions to Receive
1. (T) Receiving > Requisitions to Receive.
2. Click a requisition.
My Receipts at a Glance
1. (T) Receiving > My Receipts at a Glance.
2. Click Full List to enter a search criteria and select receipt details.
3. In the Receiving page, click View Receipts to view recent receipt details.
Work Confirmations
1. (T) Receiving > (ST) Work Confirmations
2. Please refer to the Oracle Contract Lifecycle Management for Public Sector iSupplier
Portal User Guide for more information on Work Confirmations.

B
Common CLM Functionality
Document Numbering
CLM documents are automatically numbered in accordance with document numbering
conventions used in federal agencies. You can assign complex document numbers to
purchasing documents. You can configure a segment driven number format for CLM
documents. Based on the setup of the number format, the appropriate document
number gets automatically assigned to CLM documents.
While the headers and lines of a CLM document are numbered automatically, users can
edit the header and line numbers with manual updates.
Note: To setup and enable the document numbering structure for use in
purchasing documents, refer to the Oracle Contract Lifecycle Management
for Public Sector Implementation Guide.
Header Numbering
Header Numbering is applied to CLM documents with their
amendments/modifications. CLM supports agency defined document number
structures as well as those defined by regulation such as the DFARS.
Some basic guidelines that govern CLM document header numbering are:
• A numbering format such as DoDAAC-Fiscal Year-Instrument Type-Serial Number
consists of a structure that contains the following elements:
• DoDACC is a 6-digit alphanumeric value that identifies an agency and is
associated to a user. Users may have more than one DoDACC values associated
to them.
• Fiscal Year represents the current government fiscal year as a 2-digit numeric
value.
Common CLM Functionality B-1

• Instrument Type is a 1-character uppercase alphabet.
• Serial Number is a 4-digit alphanumeric sequential counter that is generated

based upon the DoDAAC, Fiscal Year, and Instrument Type unique
combination. Serial numbers range from 0001 – 9999. When the serial numbers
0001 - 9999 are exhausted, the system continues with 00AA-99ZZ. The
characters I and O are not used in the serial number generation. A lower and
upper limit of a serial range such as 4000 – 8999 can be selected in order to
generate the serial number within the limits defined by the range.
• You can select the ranges for generating the serial number. This is available via the
Edit Document Number popup in the CLM documents page.
• A 4-digit number is used to define draft or final modifications using the serial range
of 0001-9999.
• In an operating unit, for a particular CLM document type/style, there can be only
one numbering structure active at a time, even though multiple numbering
structures can be defined. CLM Document Types are used to define numbering
structures for solicitations, CLM Document Styles are used to define numbering
structures for awards and IDVs.
Some numbering structures for CLM documents are listed below. Numbering
structures vary from agency to agency, and the following table provides an example of
a sample set of numbering structures:
CLM Document Header Numbering Example

Structure
Purchase Requisition Prefix-Fiscal Year-Agency PR-10-CDC-12345

Identifier- Serial Number
Solicitation DoDACC-Fiscal Year- MAS123-10-Q-0001

Instrument Type-Serial
Number
Award DoDACC-Fiscal Year- MAS128-10-C-0001

Number
IDV DoDACC-Fiscal Year- MAS123-10-C-1234

Number
B-2 Oracle Contract Lifecycle Management for Public Sector iProcurement User Guide
CLM Document Header Numbering Example
Structure
Order Referencing IDV DoDACC-Fiscal Year- MAS123-10-C-1234-0001

Number-Order Referencing
IDV Number
Requisition Amendment Prefix-Fiscal Year-Agency PR-10-CDC-12345-0001

Identifier- Serial Number-
Amendment Number
Solicitation Amendment DoDACC-Fiscal Year- MAS123-10-Q-0001-0001

Number-Amendment
Number
Modification for Award PIIN-Control Number-Serial MAS128-10-C-0001-C0001

Number-Modification Type-
Modification Code-Second
Character
Modification for IDV PIIN-Control Number-Serial MAS128-10-C-0001-C0001

Number-Modification Type-
Modification Code-Second
Character
Note: When amendments or modifications to the main document are

numbered, they generally follow the format: Base Document Number +
Suffix (Serial Number).
When a modification definitizes one or more undefinitized lines, the numbering of the
modification changes from (example) MAS128-10-C-0001-C0001 to MAS128-10-C-0001-
PZ(or AZ)0001.
Contract Line / Sub-Line (CLIN / SLIN)

The Contract Line (CLIN) and Sub-line (SLIN) structure is used in CLM documents,
including modifications to the purchasing documents. A Contract Line captures
information about the item(s) or service(s) to be procured in the contract with or
without the pricing details. Thus, a Contract Line (CLIN) can be a priced line or an
informational line. Similarly, Sub-Lines, which are used to capture additional
information about the CLIN, can be priced sub-lines or informational sub-lines.
By default, all CLINs are regarded as priced lines.

Users can define an informational line by selecting the Informational check box at the
line level.
The possible combinations of CLIN/SLIN lines that are used in CLM are as follows:
• Priced CLIN with funding information and Informational SLINs without funding
information.
• Informational CLIN with Priced SLINS that have funding information
• Priced CLIN with no funding information and Informational SLINs with funding
information. (The SLINs in this case would have the multiple funding information
each at individual SLIN level.)
Note: Priced CLINs may not have Priced SLINs and funding may not
exist at both levels..
Shipments are not available for any informational line (funded or not funded).
Informational lines will have distributions only if they are funded. They will not have
distributions if they are not funded.
Users can copy the CLIN/SLIN structure completely to a new CLIN/SLIN structure. The
Copy functionality is available across all purchasing documents. When a Sub-line is
selected and copied, it gets created as a new SLIN in the document, always under the
same parent CLIN.
Numbering CLINs and SLINs

DFARS Subpart 204.71, outlines the numbering procedure for CLINs and SLINs.
The following guidelines govern CLIN numbering:
• CLIN numbers are always 4 digit numeric values that fall in the range 0001-9999.
Duplicate numbers are not supported and an error message displays if a duplicate
number is found. Default CLIN numbers are editable.
• When you add new lines to the existing draft document, the system assigns the
least available sequential numbering. For example: A document contains CLINs
0001, 0002, 0003, 1001, 2001, and 3000. When a new CLIN is added, the system
allocates the first available number 0004 (smallest in value / magnitude) from the
range of 0001-9999.
• If the least available number in the range of 0001-9999 is greater than 9999, a new
line number is not created, instead an error message displays: Line numbers are
exhausted. No new lines can be created.
• You can edit CLIN numbers only when the document has a status of Incomplete or
Draft. When the document is submitted for approval or approved, the CLIN
numbers are not updateable and cannot be changed in any way.
• The CLIN number is a mandatory field if the user needs to enter and save any other
line information.
The following guidelines govern SLIN numbering:

• SLINS are lines that use a 6-character numbering format – numeric or
alphanumeric. The first 4 digits of the SLINs are populated with the parent CLIN
number. The next 2 digits are automatically generated, based on whether the SLIN
is a Priced sub-line or an Informational sub-line.
• The Parent Line Number column (this is a hidden column) for the SLINs is
populated with the CLIN number.
• If the SLIN is Informational, the following number generation rules apply:

• Informational SLINs have the last 2 digits numeric values in the range 01-99.
• You first need to populate the four digit CLIN numbers and then concatenate
the least available serial number from the range of 01-99 to generate the
Informational SLIN number. The number do not have any gaps/separators. For
example: Using CLIN 0005, and then adding the first informational SLIN
generates the SLIN number as 000501.
• If the SLIN is Priced, the following number generation guidelines apply:

• For Priced SLINs, the last 2 digits are always alphabetic values ranging from
AA to ZZ (except the alphabets I and O which are not used in number
generation at all).
• While adding a Priced SLIN, the number that is lowest in value in the series
from AA to ZZ (except I & O) is derived and the number is generated.
• Adding a Priced SLIN to a CLIN creates the SLIN number by appending AA to

the CLIN number. For example, if the CLIN number is 0008, the SLIN is
0008AA.
• Another example: CLIN # 0008 has 8 existing SLINs that are Priced SLINs.
These existing SLINs would have the numbers of 0008AA to 0008AH. The
newly created ninth SLIN would have the number of 0008AJ (Notice that 'AI' is
not generated).
Some examples for Informational and Priced SLIN number generation are below:
Example 1: SLIN Number for Informational SLIN lines are 4 digit numeric codes
(populated from the CLIN), followed by numeric code for 5th & 6th digits. The 5th and
6th digits are from 01 through 99. For CLIN # 0008, if there are informational SLINs,
then the numbering is: 000801, 000802, 000803……000810, 000811…..000899.

Example 2: SLIN Number for Priced SLIN lines are 4-digit numeric codes (populated
from the CLIN), followed by an alphabetic code. The alphabetic code for the 5th & 6th
digits should NOT include the alphabets O or I. For CLIN # 0008, if there are priced
SLINs, then the numbering is: 0008AA, 0008AB…..0008AH, 0008AJ….0008AN,
0008AP……0008AZ, 0008BA…..0008HZ, 0008JA……0008NZ, 0008PA……0008ZZ.
Exhibit Line / Contract Data Requirements List (ELIN/CDRL)

Exhibit Lines (ELINs) and Contract Data Requirements Lists (CDRLs) are used in CLM
documents when there is a need for capturing information for 100s or 1000s of lines. For
example, a ship repair scenario would need 1000s of lines to be entered in the system
and all the lines would be associated with a parent line. Though users could use the
CLIN/SLIN structure for this requirement, a better alternative is the ELIN/CDRL
structure. Also using ELINs and CDRLs structures enable users to print the lines
separately from the main body of the contract. Thus, when a contract is printed, the
1000s of lines do not get printed in the middle of the contract document, they are
printed separately in a manner similar to an attachment of a CLM document.
Exhibits are related to a CLIN or SLIN, their lines provide a lower level of detail for the
CLIN or SLIN. Exhibits are used when there is an extensive list of items (such as 1000
spare parts) that must be maintained on the resulting contract, but the contracting
officer would like to reference that list as a whole in the body of the contract (say within
Section B of the UCF) and push the longer list to the back of the contract or to another
document all together. CDRLs, however, will need to be generated on the standard
DD1423 form.
CDRLs, a type of ELIN, are used to list items that are either of no additional cost or are
not separately priced, however, they are related to the line item being bought and need
to be received, accepted, and otherwise accounted for. Examples would be training
manuals associated with a training course. The training course can be a single CLIN
with a price and 25 manuals are included with that price, but not separately priced or
listed with the CLIN. There needs to be a way to account for the 25 manuals upon
receipt of the class, therefore they are listed as a CDRL.
DFARS Subpart 204.7105, outlines the numbering procedure for ELINs and CDRLs.
Each Exhibit or CDRL is assigned a 1-2 alpha character that is represented as a capital
letter. The system begins assigning using the letter A and once Z is reached, the system
resumes with double alpha, starting with AA. The letters I and O should not be used.
The assigned numbers are editable by users and the system does not need to enforce
that the numbering be sequential or consecutive. Once an exhibit or CDRL is numbered,
the number remains unique across the document. Thus, the same exhibit or CDRL
number cannot be used more than once across the given contract.
The items that are associated to each exhibit are detailed in exhibit lines. These ELINs
are assigned a four character alpha numeric number. The first 1-2 characters of the
number represent the associated exhibit. The remaining characters represent either a 2
or 3 character sequential serial number. Thus, for Exhibit A, the ELINs can be A123 or
A09Z.
An exhibit can be associated with more than one CLIN/SLIN if all ELINs in the exhibit
have no funding, and are either informational or NSP (have no cost). If the exhibit has
cost/funding, then it would need to be duplicated to allow the system to properly
register the financial impact.
While there is no regulatory limit on the number of exhibits that can be attached to a
single CLIN or SLIN, in consulting with contracting officers, in real practice this
number is usually low, typically one, and sometimes two or three. An example of a
single line with 3 exhibits would be a single line for a large scale production effort and
separate exhibits for development, test, and production data deliverables.
An exhibit structure (A, B, AA and so on) may have may exhibit lines (CDRLs or non-
CDRLs) under it. A single exhibit structure can refer to multiple contract lines (lines or
sub-lines). Similarly, one line in a contract may refer to multiple exhibit lines.
Options
You can create an option line on a CLM document that you intend to exercise at a future
point in time. Instead of modifying the source document to add the line at a future date,
you can enter the anticipated options on the original award. For example, you might
start with a request to purchase a particular software. This necessarily entails support
and training as options for the purchase of the software package. Therefore support and
training can be entered as option lines as the vendor has promised them. At a later date,
the options of support and training can be exercised because the vendor has now
promised to deliver support and training. The option lines can be created without a
base line as well. The option lines of support and training, once exercised, can be
received and invoiced as well.
An Option Line stores and displays information that is used at a future point in time.
For example, in a CLIN SLIN structure that consists of the following, SLIN 0001AD is
an Option Line:
• SLIN 0001AA – Hard Disk 8 GB
• SLIN 0001AB – Mouse
• SLIN 0001AC – Keyboard
• SLIN 0001AD – Servicing of Hard Disk 8 GB (Option Line)
In the example above, the SLIN 0001AD can be exercised or used only in the future (i.e.
when the warranty coverage for the above hardware part expires).
Option lines cannot be informational lines, however the base line for an option line can
be an informational line.
The base line for a SLIN in one CLIN/SLIN structure could be a SLIN from another
CLIN/SLIN structure. Such lines are called Cross-Linked Option SLINs.

An Option Line is numbered in the same way as a CLIN or a SLIN. For more
information on numbering CLINs and SLINs, refer to the section Numbering CLINs
and SLINs. An Option Line can be Priced or Informational. An Option Line cannot have
any further option lines associated to it.
The line structure of a CLM document has the following fields that store and display
Options-related information:
• Option Indicator
• Base Line Number
• Option Number
• Option From Date
• Option To Date
In addition, two fields - Exercised Flag and Exercised Date are available in the Award
and IDV document lines. Use Modifications to exercise an Option Line. When an
Option Line has been exercised, the items/services can be received in the Receiving
module. Then the line can be invoiced as well. For an IDV, the Option Line can be
ordered off only after it is exercised using the Modification document.
Note: Option Lines do not have funds, that is, they are not funded lines.
Funds can be added to Options Lines only concurrently with or after
the Option Lines are exercised. The value of the field Funded Value is
set to 0 for an Option Line that is present in a Purchase Requisition or
an Award.
Apart from the fields that store and display Option-related information at the line level,
the CLM document header contains two Option-related fields: Total Cost Including
Options and Total Cost Excluding Options.
The Total Cost Including Options is the system calculated value of the total amount of
all line items on the Award. The Total Cost Excluding Options is the system calculated
value of total amount of all line items on the Award that are not marked as Options.
To create an Option Line, keep the following considerations in mind:
If you need to enter/add/create a new line, use the Create Option button, indicated by a
colored + icon, that shows on the CLM documents page in the Lines region by default.
Create an Option Line by clicking Create Option from a source line. In turn, a new line
is directly copied from the source line by the system, however the new line is editable
and is treated as a separate line. The source line now becomes a Base Line.
The Create Option button is displayed for all lines that are not Option lines.
You can also start by creating a regular line, and then enabling the Option check box to
convert the regular line into an Option line. Selecting the Option check box reveals
other fields – Option dates and Base Line Reference. Enter the option dates, and if you
would like to link the Option line to a Base Line, select the Base Line from the List of
Values.
If the line is already a Base Line, click the Create Option button to create another Option
Line. The new option line number is incremented by 1.
Delete an Option Line directly by clicking the Delete icon. This might re-order the
existing Option Numbers if the deleted option number is less than the greatest option
number for this Base Line. For example, there are 3 option lines attached to the same
base line. If the user deletes the Option Line No.2, then Option Line No.3 is renumbered
to Option Line No.2.
If an option CLIN with a base line or an option SLIN originating from a purchase
requisition is deleted from a draft award or draft solicitation, the requestor of the
purchase requisition is notified that the delete action has taken place.
If you attempt to delete a Base Line that contains one or more Option Lines, a warning
message is displayed, informing you that the base line with associated option lines will
be deleted. You can cancel the delete operation, delete the linked option lines or unlink
the option lines.
You can update Option Lines, by editing the line information on the CLM documents
page. In case the Option Lines along with the Base Line needs to be updated, a message
displays, prompting you to apply the Base Line changes to the associated Option Lines.
The options to are Yes, No, and Cancel.
Option From/To Date - Option From Date cannot be a date prior to that of the system
date. Option From/To Date - Option To Date cannot be earlier than the Option From
Date.
Pricing
Pricing of lines takes place only if the CLIN or SLIN is priced and not informational. For
more information on informational and priced lines, refer to the CLIN/SLIN section.
The Type field enables you to specify a line type – broadly classified as Quantity Based
or Amount Based. Selecting a line type from the Type LOV is a factor in determining
how the total amount will be calculated for the item/service that the agency wants to
procure. If the Type selected is Quantity Based, then the Item/Job field is enabled and
on choosing an item/job, the Description field is automatically populated or you can
enter a Description. If the Type selected is Amount Based, then the Item/Job field is
disabled and on choosing a service, the user needs to enter a Description.
The Contract Type LOV contains all the Contract Types that can be used for that Line
Type. FAR part 16 defines the Contract Types. The various Contract Types that are
predefined in CLM are:
• Firm Fixed Price (FFP)

• Fixed Price Level of Effort (FP-LOE)
• Fixed Price Economic Price Adjustment (FP-EPA)
• Fixed Price Incentive (Firm Target) (FPI-FIRM)
• Fixed Price Incentive (Successive Targets) (FPI-SUC)
• Fixed Price Prospective Price Redetermination (FP-PPR)
• Fixed Ceiling Price Retro-price Redetermination (FCP-RPR)
• Fixed Price Award Fee (FPAF)
• Cost Contract (COST)
• Cost Plus Fixed Fee (CPFF)
• Cost Plus Award Fee (CPAF)
• Cost Sharing (CS)
• Cost Plus Incentive Fee (CPIF)
• Labor Hour (LH)
• Time and Materials (T&M)
• Other Direct Costs (ODC)
If you select Quantity Based Line Types, the LOV for the Contract Type displays only
those Contract Types that do not depend on any pricing attribute other than Quantity
and Unit Price for the price calculation. The Quantity Based Contract Types that can be
used are:
• Firm Fixed Price (FFP)
• Fixed Price Level of Effort (FP-LOE)
• Fixed Price Economic Price Adjustment (FP-EPA)
• Fixed Price Prospective Price Redetermination (FP-PPR)
• Fixed Ceiling Price Retro-price Redetermination (FCP-RPR)
• Fixed Price Award Fee (FPAF)
• Labor Hour (LH)
• Time and Materials (T&M)
If you select an Amount Based Line Type, all the Contract Types are displayed in the
Contract Types LOV.
A Cost Constraint is an indicator at CLIN/SLIN level that controls the pricing or the
document printing behavior for that CLIN/SLIN.
The following are predefined cost constraints in CLM:
• Not Separately Priced (NSP)
• No Charge
• To Be Negotiated (TBN)
• Estimated (EST)
• Not to Exceed (NTE)
• Fabrication Cost
• Catalog
The Cost Constraint field may have one of the following values:
The following cost constraint indicators are displayed in place of the CLIN price and the
dollar sign ($) in the printed output only. The line item value is set to zero ($0) for
calculation purposes. Lines containing these cost constraints are priced lines.
• Not Separately Priced (NSP): This cost constraint enables you to indicate that the
price for a line item/service is included in the price of other line items/services.
CDRL lines are often NSP; regular lines can have this constraint as well, for
example, a line describing a monitor that is included in the price of a PC that is
priced separately on another line.
• No Charge: Identifies an item/service that has a price associated to it; however the
vendor does not charge for it. An example for No Charge cost constraint is shipping
and handling charges on a catalog item purchase.
The following cost constraint indicator is displayed in place of the CLIN price and the
dollar sign ($) in the printed output only. The line item/service value will be retained in
the system for calculation purposes, however it will not be printed.
• To Be Negotiated (TBN): Line items that have not been priced and will be priced at
a later time or a future date. This is used in letter contracts, contract modifications,
and option lines.
The following cost constraint indicators are displayed in addition to the CLIN price and
the dollar sign ($). These are only descriptors for the price. For example, if Estimated is
selected, the printed output displays EST $100 for a $100 line marked with a cost

constraint of Estimated.
• Estimated: Used when the exact quantity of supplies or services is not known, such
as a Requirements type contract or a Labor Hour/T&M services contract.
• Not to Exceed (NTE): Used when the exact quantity of supplies or services is not
known and the government wants to set a ceiling on the maximum value, such as in
a Labor Hour/Time and Materials services contract.
• Fabrication Cost: Used in a major system/supply contract to indicate the price for
only fabricating or assembling the system not including the incorporated
Government Furnished Materials (GFM).
• Catalog: Used to identify that the price is based on the vendor's catalog pricing.
Some guidelines that apply to predefined printing logic for the pricing information
based on the Cost Constraints:
If the Cost Constraint is Not Separately Priced (NSP), No Charge, or To Be Negotiated
(TBN), then the Total Line Amount value (e.g. Extended Price) should not print. In
place of the Total Line Amount value, NSP, No Charge or TBN should print based on
the selected Cost Constraint.
If the Cost Constraint is Estimated (EST), Not to Exceed (NTE), Fabrication Cost, or
Catalog, then the cost constraint should precede the line total amount value during
printing. For example, if the Estimated is selected, the printed output could display EST
$100 for a $100 line marked with a cost constraint of Estimated.
Indefinite Delivery Contracts (IDCs) are contracts for supplies and/or services that do
not procure or specify a firm quantity of supplies (other than a minimum or maximum
quantity) and that provide for the issuance of orders for the delivery of supplies during
the period of the contract. The values for IDC Type are: Not Applicable, Definite
Quantity, Indefinite Quantity, Requirements. Most solicitations will be Not Applicable,
implying that the quantity is known at the time of solicitation and award. Other
solicitations may be identified as Definite Quantity, Indefinite Quantity, or
Requirements contracts. The combination of IDC type and the contract type determines
the pricing calculation for the lines.
IDC Types are applicable only to Solicitations (where the outcome document is an IDV)
and IDVs (and not on Purchase Requisitions and Awards).
Award Fee is a flag that indicates whether the line has an associated Award Fee (in a
separate line) or not.
Amount Calculation for predefined Contract Types
Serial No. Contract Type Formula Pricing Attributes
1. Firm Fixed Price (FFP) Extended Price =

Quantity*Unit Price
2. Fixed Price Level of Extended Price =

Effort (FP-LOE) Quantity*Unit Price
3. Fixed-Price Economic Extended Price =

Price Adjustment (FP- Quantity*Unit Price
EPA)
4. Fixed-Price Prospective Extended Price =

Price Redetermination Quantity*Unit Price
(FP-PPR)
5. Fixed Ceiling Price – Extended Price =

Retro Price Quantity*Unit Price
Redetermination (FCP-
RPR)
6. Fixed Price Award Fee Extended Price =

(FPAF) Quantity*Unit Price
7. Award Fee (FEE) Extended Price =

Award Fee
8. Fixed Priced Award Fee Extended Price =

(FPAF) Quantity * Unit Price +
Award Fee
9. Labor Hour (LH) Extended Price =

Quantity*Unit Price
10. Time-and-Materials Total Amount = Other

(T&M) Direct Costs
11. Time-and-Materials Total Amount =

(T&M) Quantity*Unit Price +
Other Direct Costs

12. Fixed-Price Incentive Total Target Price = Ceiling Price;

(Firm Target) (FPI- Target Cost+Target
FIRM) Profit Ceiling Price%;
Govt Share Above

Target (%);
Govt Share
BelowTarget (%);
Target Unit Price= Total

Target Price/Quantity
13. Fixed-Price Incentive Total Target Price = Ceiling on Firm Target

(Successive Targets) Target Cost+Target Profit;
(FPI-SUC) Profit
Floor on Firm Target
Profit;
Ceiling Price;
Ceiling Price % =Ceiling

Price / Target Cost;
Govt Share Above

Target (%);
Govt Share
BelowTarget (%);
Target Unit Price= Total

Target Price/Quantity
14. Cost Contract (COST) Estimated Cost =

Estimated Cost
15. Cost-Plus-Award-Fee Total Amount =

(CPAF) Estimated Cost+Base
Fee+Award Fee
16. Cost-Plus-Fixed Fee Total Amount = Fixed Fee %= Fixed

(CPFF) Estimated Cost+Fixed Fee/Estimated Cost
Fee
17. Cost-Plus-Incentive-Fee Total Amount = Target Minimum Fee;

(CPIF) Cost+Target Fee
Maximum Fee;
Govt Share Above

Target (%);
Govt Share
BelowTarget (%);
18. Cost Sharing (CS) Estimated Cost = Govt Share Percent;

Estimated Cost
Govt. SHARE
AMOUNT = Estimated
Cost*Govt Share %;
CONT. SHARE
AMOUNT= Estimated
Cost-Govt Share
Amount
Note: The system generated captions for the total amount will change,
based on the IDC type.
Some guidelines that govern the pricing of a line:

Quantity Based Lines always have the amount calculated as Quantity * Unit Price.
Amount Based Lines have different formulae for calculating the total amount. You can
open a popup window called Pricing Details for Amount Based Lines. This popup
enables the user to input the values for the pricing elements and calculates the line
amount. The pricing elements that are derived from the calculation logic are view-only
fields and the user cannot update them (they will be grayed out). The popup has a
Calculate button to calculate the Total Amount and any other calculated pricing
elements.
The pricing elements in the popup are displayed based on the Contract Type at the
document line level.
Note: The Retroactive Pricing and Pricing Transparency features are

not supported in CLM.
Funding
In certain situations, federal agencies are allowed to direct a vendor to begin work

without full available funding. The relevant procedures are found in FAR 32.7 and
DFARS 232.7. One common situation is an award for continuing services where new
funding is not yet available during a new fiscal year.
The primary purpose of tracking funds is to avoid overspending against a budget.
Funds tracking can also be used to predict cash outflow and as a general planning tool.
You can enter funding information on CLM documents such as purchase requisitions
and awards and their amendments/modifications. This information is entered in the
distributions tab for an award and in the accounts tab for purchase requisitions.
Note: You cannot enter funding information on IDVs. Options lines can
be funded only when they are exercised.
You can enter a funded value in the Distributions/Accounts tab. The funded value is
defaulted to the total shipment amount on the Distributions/Accounts tab. However
this can be modified and the funded value may be 0 or less than the shipment amount.
The Partial Funded check box is selected to indicate that the funded value is less than
the shipment amount. The following funding-related fields are in the
Distributions/Accounts tab to capture the funding information:
• Partial Funded Flag – indicates if a shipment is partially funded or not. If the Partial
Funded check box is selected, the Funded Value field is enabled. If the Partial
Funded check box is not selected, the Funded Value field is not enabled. By default,
this check box is unselected and the Funded Value gets defaulted with shipment
Value is less than the shipment amount, an error message displays.
• Funded Value – enter and save the Funded Value for each distribution in functional
currency. Funded Value is an updateable field provided the Partial Funded check
box is not selected. The Funded Value cannot be greater than the shipment amount
for a distribution. Funded value cannot be negative. In case users do enter a Funded
Value that is greater than the shipment amount or a negative amount, an error
message displays.
• Quantity Funded – Quantity funded for each distribution and displayed only for
Quantity Based lines. The Quantity Funded field is non updateable by the user and
is calculated by the system based on the Funded Value. The value of the Quantity
Ordered is defaulted to the Quantity Funded field. Quantity Funded gets
overwritten if users modify the Funded Value.
• Amount Funded – Amount funded in document currency for Amount Based

shipments only. The Amount Funded field is not updateable by users and is
calculated by the system based on the Funded Value. The value of the Amount
Ordered field is defaulted to the Amount Funded field. Amount Funded gets
overwritten if users modify the Funded Value.
In Receiving, you cannot receive more than the Funded Value against a Quantity
Funded or Amount Funded value. If the line is fully funded, the Receiving module
receives upto the Funded Value. There are no tolerances created and used for fully
funded shipments.
If you decrease the Funded Quantity on a modification, the new value should be less
than the quantity already received.
The Functional Currency code is displayed along with the Funded Value field. The sum
of the Funded Value fields of the distributions is displayed at the document line level.
Also, the sum of the Funded Value fields is displayed at the header level.
Where an option line exists on a CLM document, the Funded Value is defaulted to zero.
Funded Value and Quantity funded/Amount Funded are not enabled for that line.
The Check Funds action is available in the Actions LOV, while creating a document.
Users can perform a funds check before saving the document.
Note: General Ledger date should be in the Open Purchasing period

and the Budget Account should be valid for that date.
You can modify the funding information for an approved purchase request or award
via a purchase requisition amendment or modification (on an award).
An example: Create a requisition for $1000. Create an award from the requisition, and
link the requisition for $600. Create a requisition amendment, and reduce the
requisition amount to $0. The commitment amount of $400 will be released. Create
another amendment, and increase the amount to $1500. The amendment is created for
$900 and the encumbered amount on the requisition will be $900. The remaining funds
is $900. No commitment is created until the increased amount on amendment is greater
than the obligated amount. Thus, if the amendment is increased to $500 from $0, the
system does not create any commitment on the amendment because $600 is already
obligated.
When the Partial Funded flag is checked, the funded value on the amendment or
modification is also available for update in the PR amendment or modification pages.
The increase or decrease in funds for each distribution is captured during the approval
of the document approval and funds are reserved or liquidated accordingly.
A requisition amendment or modification enables users to modify funded value for
each distribution on the approved purchase request. Along with Funded Value (in
functional currency), Quantity Funded is displayed for Quantity based Lines or
Amount Funded (in document currency) for Amount based Lines.
If you deselect the Partial Funded check box, the system checks to see if the funded
value is equal to the total line amount, if it is not, then an error message is displayed.
You cannot modify the charge accounts on the existing distributions via the PR
amendment page or the modifications page. In case the charge accounts on a
distribution need to be deleted, reset the Funded Value on the distribution to 0 (zero)
and then create a new distribution with the new accounts.

Funds are not reserved or liquidated when you create a CLM document. Every CLM
document needs to be reserved just before approval. It is only during approval that
funds are reserved or liquidated. When the encumbrance action is successful, the CLM
document gets approved. Liquidation or reservation of the funds takes place when you
approve a purchase requisition, PR amendment, award, or modification.
When the Partial Funded check box is selected, an encumbrance is created for the
increased or decreased funded value during approval of the purchase requisition,
requisition amendment, award, or modification. Funds are encumbered in a period
according to the GL Date entered during creation of the CLM document.
When the document is approved, the encumbered amount on the distribution should be
updated with the funded value and the Encumbered flag should be set to Yes.
However, distributions for which the Prevent Encumbrance flag is set to Yes are not
considered for encumbrance actions.
For more information on integration with Public Sector Accounting, refer to the
following guides:
Oracle Subledger Accounting Implementation Guideand Oracle Public Sector Financials User
Guide.
C
Copy Action
Copy Action
The Copy action can be used for requisitions, requisition amendments, solicitations,
solicitation amendments, Awards/IDVs and modifications.
Rules governing the Copy action in CLM modules:
When the check box Copy CLINs with associated SLINs is selected, CLIN/SLIN
structures can be copied. To create a copy of an existing CLIN-SLIN structure, select the
CLIN of the structure and click Copy and select the check box Copy CLINs with
associated SLINs. Multiple CLIN-SLIN structures can be copied in a single action.
When a CLIN-SLIN structure is copied, each line in the source CLIN-SLIN structure is
copied over. Based on the various options chosen, the line in the destination structure
could be different from that of the source structure. The following table explains the
rules that are applicable to each line of a CLIN-SLIN structure, when copied.
Cross-linked option lines are created when an option line in a CLIN/SLIN structure has
a base line in another CLIN/SLIN structure. Thus, an option SLIN in a CLIN/SLIN
structure can have a CLIN as a base line and that base CLIN can belong to another
CLIN/SLIN structure.
Structure Type Line Type Copy as Copy as Option Copy as Option

Option Lines Lines selected Lines selected
unselected (Copy as Option (Copy as Option
Lines without Lines with Base
Base Line Line References)
References)
Info CLIN and Info CLIN Info CLIN Info CLIN Info CLIN
Priced SLINs
with options
Copy Action C-1

Structure Type Line Type Copy as Copy as Option Copy as Option
Option Lines Lines selected Lines selected
unselected (Copy as Option (Copy as Option
Lines without Lines with Base
Base Line Line References)
References)
Priced SLIN Priced SLIN Option SLIN with Option SLIN

cross-linked base without base line
line reference reference
Info SLIN Info SLIN Info SLIN Info SLIN
Option SLIN Option SLIN Error is displayed Option SLIN

with base without base without base

without base without base without base

with cross- without base without base
linked base
line reference
Priced CLIN and Priced CLIN Priced CLIN Option CLIN with Option CLIN
Info funded SLIN cross-linked base without base line
Info funded Info SLIN Info SLIN Info SLIN

SLIN
Priced CLIN and Priced CLIN Priced CLIN Option CLIN with Option CLIN with
Info SLIN cross linked base no base line
Option CLIN Option CLIN Error is displayed Option CLIN

with base line without base without base line
reference line reference reference
Option CLIN Option CLIN Error is displayed Option CLIN

without base without base without base line
line reference line reference reference
When the check box Copy CLINs with associated SLINs is not selected, individual lines
C-2 Oracle Contract Lifecycle Management for Public Sector iProcurement User Guide
(rather than CLIN/SLIN structures) can be copied. CLINs will be copied as CLINs, and
SLINs will be copied as SLINs within the same CLIN/SLIN structure. The following are
some frequently used lines that are copied:
Line Type Copy as Option Copy as Option Copy as Option Lines

Lines unselected Lines selected selected (Copy as
(Copy as Option Option Lines with Base
Lines without Line References)
Base Line
References)
Priced CLIN Priced CLIN Option CLIN with Option CLIN without
base line reference base line reference
Info CLIN Info CLIN Info CLIN Info CLIN
Priced SLIN Priced SLIN Option SLIN with Option SLIN without
cross-linked base base line reference
line reference
Option SLIN with base Option SLIN Error is displayed Option SLIN without
line reference without base line base line reference
reference
Option SLIN without base Option SLIN Error is displayed Option SLIN without
reference
Option SLIN with cross- Option SLIN Error is displayed Option SLIN without
linked base line reference without base line base line reference
reference
Info funded SLIN Info SLIN Info SLIN Info SLIN
Priced CLIN Priced CLIN Option CLIN with Option CLIN without
base line reference base line reference
Option CLIN with base Option CLIN Error is displayed Option CLIN without
reference
Copy Action C-3

Option CLIN without Option CLIN Error is displayed Option CLIN without
base line reference without base line base line reference
reference
Some additional rules for the Copy action:

• Oracle CLM iProcurement: If you select lines that are referenced in an award
document as source lines to copy as option lines with base line reference, an error
message is displayed and you cannot proceed with the copy.
• Oracle CLM Purchasing: Copying a line does not automatically copy associated
schedules and distributions from the source line. The schedule and distribution are
defaulted after copying a line.
C-4 Oracle Contract Lifecycle Management for Public Sector iProcurement User Guide
Glossary
Abbreviated Classification
A one or two letter representation of the Classification, i.e. C, S, TS, and U.
Abstract of Offers
The record of all bids received on a sealed bid solicitation or in response to a
negotiation solicitation. Data similar to SF 1409 or SF 1410.
Accounting Classification Reference Number (ACRN)

A two position alpha or alpha/numeric control code used as a method of relating the
accounting classification citation to detailed line item information contained in the
schedule of a contract.
Acquisition Action Request (AAR)

A formal and official request, in either electronic or hard-copy form, from a requiring
entity to an acquisition office for the procurement of supplies or services or for the
modification of a request submitted previously.
Address Type
A designation of government office such as: Additional POC, Contracting Officer's
Representative (COR), Administration Office (Admin), Invoice Office, Issuing Office,
Delivery Office, Property Office, Order Office, Payment Office, Request Office,
Technical Office, Place of Performance, and Small Business Administration Office.
Administration Contracting Office (ACO)

The Administration Contracting Office (ACO) is the office that is responsible for
administering contracts.
Administrative Change
A contract modification that does not affect the substantive rights of the parties (e.g., a
change in the paying office or the appropriation data).
Glossary-1
Agreement
Term used to describe the following types of agreements: Basic Agreements, Basic
Ordering Agreements, and Blanket Purchase Agreements.
Amendment
A procurement vehicle created for the purpose of adding, changing, or deleting data on
a processed Purchase Request or Solicitation.
Amendment Control Number

A unique temporary supplemental PIIN that is assigned to the unreleased Solicitation
Amendment at the time of creation, for tracking purposes.
A-Modification
A modification issued by the contract administration/management office.
Announcement
Pre-award and Post-award notices designed to give vendors information on specific
procurements.
Archiving
The process of removing transactions from the production database upon the expiration
of the staging period. This process is separate from the award closeout process.
Attachment
Official documents associated to a contract file. Attachments are a part of the official
contract document. In a UCF award document, attachments are listed in Section J.
Audit
Report resulting from a Price/Cost Evaluation of a Contractor's Proposal.
Authenticated CAR Header

Status describing a CAR that has been validated on the FPDS-NG web site, with no
errors returned except for the Date Signed.
Award
An award is a procurement instrument that serves as a legally binding document
between the government and a vendor. This includes: Contracts, Purchase Orders,
Agreements, Orders, and Modifications.
Award Administrator
A user responsible for creating modifications to and orders off of an Award.
Glossary-2
Award Date
Contracting Officer's signature date on the award document.
Award Fee
An award amount that the contractor may earn in whole or in part during performance
and that is sufficient to provide motivation for excellence in such areas as quality,
timeliness, technical ingenuity, and cost-effective management and can be applied to
any contract type in accordance with DFARS 216.470.
Award Type
Award Type is equivalent to Form Type (e.g. SF-1449, DD-1155)
Base Fee
The set fee that a contractor will earn for performance of a Cost Plus Award Fee (CPAF)
contract in addition to any Award Fee. The base fee is fixed at contract award.
Base Line Item

A line item that is not an option line item.
Basic Agreement (BA)

A written instrument of understanding, negotiated between an agency or contracting
activity and a contractor that contains contract clauses applying to future contracts
between the parties during its term and contemplates separate future contracts that will
incorporate by reference or attachment the required and applicable clauses agreed upon
in the basic agreement. A basic agreement is not a contract.
Basic Ordering Agreement (BOA)

A written instrument of understanding, negotiated between an agency or contracting
activity and a contractor to be used in future work. Terms and Conditions include such
areas as a description of the supplies and/or services to be provided, and methods for
issuing, pricing, and delivering future orders.
Bilateral Action
An Award/Award Modification that requires the contractor's signature prior to the
signature of the contracting officer.
Blanket Purchase Agreement (BPA)

A simplified method of filling anticipated repetitive needs for supplies or services by
establishing charge accounts with qualified sources of supply.
Glossary-3
Commercial and Government Entity (CAGE)
A CAGE Code is a five (5) position code that identifies companies doing, or wanting to
do, business with the Federal Government. Foreign vendors use a NCAGE Code in lieu
of a standard CAGE code. The code is used to support a variety of mechanized systems
throughout the government. The code provides for a standardized method of
identifying a given facility at a specific location.
Cancelation
The cancellation of a requirement in the pre-award phase of the procurement process,
or post award phase for Purchase Orders where performance has not started and no
cost to the government has yet occurred. Cancelations are either full or partial. Full no
cost cancellation applies to an entire Purchase Order. Partial no cost cancellation refers
to the Purchase Order but apply to line item(s). (For Example: Line Item 0001 with a
quantity of 100 may be canceled fully at no cost, but Line Item 0002 not canceled).
Contract Data Requirements List (CDRL)

The standard format for identifying potential data requirements in a solicitation and
deliverable data requirements in a contract.
The DD Form 1423, Contract Data Requirements List, is always an exhibit, rather than
an attachment. Each CDRL item is an ELIN.
Contracting Officer (KO)

A Contracting Officer is an official with the authority to obligate money for the federal
government. The Contracting Officer uses the bulk of the processes and features within
the federal system and his/her duties include issuing solicitations, awards,
modifications and orders. This individual is also authorized by virtue of position or by
appointment to perform the functions assigned by the Federal Acquisition Regulations.
Ceiling Percent
The percentage of Ceiling Price to Target Cost in a Fixed Price Incentive (FPI) contract.
Ceiling % = Ceiling Price / Target Cost.
Ceiling on Firm Target Profit

The maximum amount to be negotiated for Target Profit when firm targets are set in a
FPIS contract.
Ceiling Price
The maximum amount that may be paid to the contractor in a Fixed Price Incentive
(FPI) type contract.
Classification
A marking that indicates the sensitivity level of a classified page, document, or item,
Glossary-4
such as Confidential, Secret, Top Secret, or Unclassified. These Markings display 1/3
larger than the rest of the text in printed output.
Classification Block
A set of markings that include Classified By, Reason, and Declassify On information.
Classification Reason
A concise justification for classification by the original classifier which, at a minimum
cites the applicable classification categories in section 1.5 of E.O. 12958 (From DoD
Guide to Marking Classified Documents, April 1997) as the basis for classification.
Contract Line Item Number (CLIN)

Contract Line Item Number
Closed-out
The term used to describe an award that is physically complete and has gone through
the procurement closeout process. A closed transaction may or may not be fully
liquidated.
Codeword
An unassociated "word" assigned by program management to represent a DoD project.
Confirming Order
An Order confirming a previously issued verbal order.
Conform
Confirming a solicitation or amendment.
Conformed Copy
A system-generated representation of the Purchase Request, Solicitation or Award
document reflective of the latest processed Amendment or Modification to be used for
reference purposes.
Contract Type
A selection of pricing structures available to the Government when procuring items.
Contract types vary according to (1) The degree and timing of the responsibility
assumed by the contractor for the costs of performance; and (2) The amount and nature
of the profit incentive offered to the contractor for achieving or exceeding specified
standards or goals. The contract types are grouped into two broad categories: fixed-
price contracts and cost-reimbursement contracts. The specific contract types range
from firm-fixed-price, in which the contractor has full responsibility for the
performance costs and resulting profit (or loss), to cost-plus-fixed-fee, in which the
contractor has minimal responsibility for the performance costs and the negotiated fee
Glossary-5
(profit) is fixed. In between are the various incentive contracts, in which the contractor's
responsibility for the performance costs and the profit or fee incentives offered are
tailored to the uncertainties involved in contract performance.
Contracting Officer Representative (COR)

Individual designated and authorized in writing by the Contracting Officer to perform
specific technical or administrative functions.
Contracting Officer Representative Address (COR Address)

The address for the respective COR, Contracting Officer l Representative. A stakeholder
who has responsibility around the contract. Within the system, their duties could
include accepting deliverables under the contract, receiving notifications related to the
contract.
Contracting/ Issuing Office

An office that can issue solicitations, awards, orders, amendments, and modifications.
Cost Code
A DoD accounting line field used to differentiate similar lines of accounting. If cost code
is included in the Accounting Line Fields it is considered part of the Line of Accounting.
Cost Reimbursement
Under a cost-reimbursement contract, the contractor agrees to provide its best effort to
complete the required contract effort. Cost-reimbursement contracts provide for
payment of allowable incurred costs, to the extent prescribed in the contract. These
contracts include an estimate of total cost for the purpose of obligating funds and
establishing a ceiling that the contractor cannot exceed (except at its own risk) without
the approval of the contracting officer.
Cut-Off Date
End date and time for receipt of final revisions to offers following negotiations.
Data Item/Requirement
A requirement, identified in a solicitation and imposed in a contract or order that
addresses any aspect of data; i.e., that portion of a contractual tasking requirement
associated with the development, generation, preparation, modification, maintenance,
storage, retrieval, and/or delivery of data. Data items are exhibit line items that can
reside in CDRLs.
Debarment
Action taken by a debarring official to exclude a contractor from Government
contracting and Government-approved subcontracting for a reasonable, specified
period; a contractor that is excluded is "debarred."
Glossary-6
Delivery Instance
An individual delivery slated for a particular line item.
Delivery Office
An office location that can accept/receive deliveries.
Delivery Order
An Order for supplies placed against an established contract or agreement or with
Government sources.
Delivery Schedule
Combination of delivery instances (presumably different) related to a single line item.
Description of Modification
Modification specific items that include Change/Cancel Reason Code Text, Summary of
Change statements, and modification only text that do not update the conformed copy.
Discontinuation
The process used to stop actions from being taken against a processed agreement.
Distribution Statement
A statement used in marking technical data to denote the extent of its availability for
secondary distribution, release, and disclosure without need for additional approvals or
authorizations from the controlling DoD office. (Refer to DoD Directive 5230.24,
"Distribution Statements on Technical Documents (reference (c)).
DoD Program Code

The DoD Program Code designates that the specific item being acquired is in support of
a specifically designated DoD Program. For example, if a contracting action is funded
by the Ballistic Missile Defense Organization (BMDO), enter code CAA. Specific codes
have been established to identify environmental cleanup programs and are used for all
transactions involving environmental acquisitions. A list of the Environmental Cleanup
Program Codes is found in the DoD Procurement Coding Manual, Section II Program
and System or Equipment Codes (Description and Use of Program Codes).
Department Of Defense Activity Address Code (DODAAC)

A six (6) character code that uniquely identifies a unit, activity or organization that has
the authority to requisition and/or receive material.
Defense Priorities and Allocations System Rating (DPAS Rating)

There are two levels of ratings, identified by "DO" and "DX". All DO ratings are of equal
value and take precedence over unrated orders. All DX rated orders are of equal value
Glossary-7
and take priority over DO and unrated orders. A priority rating consists of the rating
symbol (DO or DX) followed by the program identification symbol (e.g. A1, X7). An
example DPAS priority rating is DO-A1. The program code itself does not designate
priority with DO or DX ranges. The specific list of Program Identification Symbols is
contained in 15 CFR 700 Schedule 1 Approved Programs and Delegate Agencies,
Defense Priorities Allocations System Regulations.
The Defense Priorities and Allocations System (DPAS) was established to ensure the
timely availability of industrial resources to meet national defense requirements and
provide a framework for rapidly expanding industrial resources in a national
emergency. The DPAS rating is assigned to all military systems used in support of
national defense, from the largest finished platform to the smallest component. It can be
applied to all stages of acquisition research and development, initial design, production
testing, delivery, and logistics support.
Defense Switching Network (DSN)

Defense Switching Network phone number.
DUNS and DUNS + 4

Effective April 04, 2022, the federal government stopped using the DUNS Number to
uniquely identify entities. Entities doing business with the federal government use the
Unique Entity ID created in SAM.gov.
DUNS+4 is replaced with Electronic Funds Transfer (EFT) indicator.
Effective Date
Date a Procurement Instrument becomes active.
Electronic Funds Transfer (EFT)

An Electronic Funds Transfer (EFT) indicator (formerly DUNS+4), is a four-character
suffix to the unique entity identifier. The suffix is created in SAM.gov on the Financial
Information page of the entity registration at the discretion of the commercial,
nonprofit, or government entity to identify alternative Electronic Funds Transfer (EFT)
accounts for the same entity at the same physical location.
Electronic Signature
Electronic Signature is a computer data compilation of any symbol or series of symbols,
executed, adopted, or authorized by an individual to be the legally binding equivalent
of the individual's handwritten signature. Thus signed electronic records contain the
following information:
• Name of the Signer
• Title of the Signer
Glossary-8
• Date and time the signature was executed
Estimated Cost
The anticipated amount of costs to be incurred in the performance of a Cost Type
contract (CPFF, CPAF, Cost).
Estimated Max Cost

In an Indefinite Delivery/ Indefinite Quantity Cost Sharing Contract, the maximum cost
for the supplies or services that the Government may order and the contractor is
required to furnish.
Estimated Price
The extended price for the estimated total quantity in an IDC Requirements type
contract line.
Exchange Rate
The fluctuating, trade-weighted price of one country's currency in terms of another, as
determined by the Federal Reserve Bank of New York on behalf of the U.S. Treasury.
Expired Agreements
The suspended state of an agreement that has exceeded its end date.
Express CAR Category

The Express CAR (Contract Action Report ) Category allows a user to process an
Award/Award Modification without first creating a CAR Header, Exemption to
Reporting, or Reason for Not Reporting.
Express CAR Header

A CAR Header that allows for multiple Awards/Modifications with the same Express
CAR Category and Issuing Office Code to be added to a single CAR Header.
Extended Price
The value of the Quantity times the Unit Price.
Facilities Capital Cost of Money (FCCOM)

An imputed cost related to the cost of contractor capital committed to facilities.
Federal Supply Class (FSC)

The Federal Supply Class (FSC) is a four-character code. Each FSC covers items that are
usually requisitioned or issued together; or items that constitute a related grouping for
supply management purposes.
Glossary-9
Firm Target Profit
Target Profit when firm targets are set in a FPIS contract.
Fiscal Year
DoD fiscal year begins 1 October and ends 30 September each year.
Fixed Fee
The set fee that a contractor will earn for performance of a Cost Plus Fixed Fee (CPFF)
contract.
Fixed Fee Percent

The percentage of estimated cost that the fixed fee represents in a Cost Plus Fixed Fee
(CPFF) contract. Fixed Fee % = Fixed Fee divided by Estimated cost
Fixed Price
Under a fixed-price contract, the contractor agrees to deliver the product or service
required at a price not in excess of the agreed-to maximum. Fixed-price contracts
should be used when the contract risk is relatively low, or defined within acceptable
limits, and the contractor and the Government can reasonably agree on a maximum
price. Contract types in this category include:
• Firm fixed-price (FFP)
• Fixed-price economic price adjustment (FPEPA)
• Fixed-price award-fee (FPAF)
• Fixed-price incentive firm (FPIF)
• Fixed-price incentive with successive targets (FPIS)
• Fixed-price contract with prospective price redetermination (FPRP)
• Fixed-ceiling-price contract with retroactive price redetermination (FPRR)
• Firm fixed-price level of effort term contract (FFPLOE)
Floor on Firm Target Profit

The minimum amount to be negotiated for Target Profit when firm targets are set in a
FPIS contract.
Foreign Military Sales (FMS)

Case Numbers are assigned to track funds and actions. That portion of United States
security assistance authorized by the Foreign Assistance Act of 1961, as amended, and
Glossary-10
the Arms Export Control Act of 1976, as amended. This assistance differs from the
Military Assistance Program and the International Military Education and Training
Program in that the recipient provides reimbursement for defense articles and services
transferred.
Federal Procurement Data System, Next Generation (FPDS-NG)

Federal Procurement Data System, Next Generation (FPDS-NG) is an external
application maintained by Global Computer Enterprises which collects contract data
from all Services and Agencies in the Government for reporting purposes. Congress
and federal departments and Agencies use FPDS-NG to track small business goals,
report number and amount of contracts to date, show geographical placement of
contracts, and summarize contract data for a specific contractor.
All Awards and modifications to such must be reported to FPDS-NG unless valid
Exemptions to Reporting, Reasons for Not Reporting, or Express CAR Categories are
defined.
Government Estimate
An estimate of the cost for goods and/or estimate of services to be procured by contract.
Such estimates are prepared by government personnel, i.e., independent of contractors.
Government Objective
Government's initial negotiation position, based on analysis of the offeror's proposal,
taking into consideration all pertinent information including field pricing assistance,
audit reports and technical analysis, fact-finding results, independent Government cost
estimates and price histories.
Government Share
The amount of costs that the government will pay in a cost sharing contract.
Government Share Percent

The percentage of the total costs incurred by the contractor that the government will
pay in a cost sharing contract.
Govt. Share Above Target

The Percentage of cost risk assumed by the Government above the target cost in the
formula for adjusting the target profit or target fee in FPI or CPIF contracts respectively.
Govt. Share Below Target

The Percentage of cost risk assumed by the Government below the target cost in the
formula for adjusting the target profit or target fee in FPI or CPIF contracts respectively.
Glossary-11
Handling Caveat
Additional Markings on a page, document, or item that indicate how and where to limit
the distribution.
Header
Term used to denote summary level information versus line item level information.
IDC Document Level Constraints

• Contract Award Minimum Quantity (Minimum Guarantee Award Quantity
Percentage) - The minimum percent of the quantity guaranteed to be ordered.
• Contract Minimum Quantity - the minimum Quantity that must be ordered for all
line items over the life of the contract across all orders.
• Contract Maximum Quantity - the maximum Quantity that can be ordered for all
• Contract Award Minimum Quantity (Minimum Guarantee Award Amount

Percentage) - The minimum percent of the amount guaranteed to be ordered.
• Contract Minimum Amount - the minimum Amount that must be ordered for all
• Contract Maximum Amount - the maximum Amount that can be ordered for all
• Contract Order Start Date - The projected start date for the ordering period.
• Contract Order End Date - The projected start date for the ordering period.
• Contract Order Minimum Quantity - the minimum Quantity that must be ordered
for all line items on an individual order.
• Contract Order Maximum Quantity - the maximum Quantity that can be ordered
• Contract Order Minimum Amount - the minimum Amount that must be ordered
• Contract Order Maximum Amount - the maximum Amount that can be ordered for
all line items on an individual order.
IDC Types
There are three types of IDC contracts:
Glossary-12
• Definite Quantity – A definite-quantity contract provides for delivery of a definite
quantity of specific supplies or services for a fixed period, with deliveries or
performance to be scheduled at designated locations upon order.
• Indefinite Quantity – An indefinite-quantity contract provides for an indefinite

quantity, within stated limits, of supplies or services during a fixed period. The
Government places orders for individual requirements. Quantity limits may be
stated as number of units or as dollar values.
• Requirements – A requirements contract provides for filling all actual purchase

requirements of designated Government activities for supplies or services during a
specified contract period, with deliveries or performance to be scheduled by placing
orders with the contractor.
Indefinite Delivery Contract (IDC)

A contract for supplies and/or services that does not procure or specify a firm quantity
of supplies (other than a minimum or maximum quantity) and that provides for the
issuance of orders for the delivery of supplies during the period of the contract.
Indefinite Delivery Vehicle (IDV)

Encompasses all indefinite delivery contracts, Blanket Purchase Agreement, Blanket
Ordering Agreement, or any other agreements against which individual orders or calls
may be placed in accordance with agency procedures.
Informational [line/subline]
A line or subline that does not contain specific quantity and pricing information.
Invoice Office
An office that can receive invoices.
Justification and Approval (J&A)

Documentation used to justify soliciting and awarding a contract without full and open
competition.
Job Order Number (JON)

A number that links funding to a specific job or task.
Labor-Hour and Time-and-Materials

There are two other types of compensation arrangements that do not completely fit the
mold of either fixed-price or cost-reimbursement contracts. Labor-hour and time-and-
materials contracts both include fixed labor rates but only estimates of the hours
required to complete the contract. They are generally considered to most resemble cost-
Glossary-13
reimbursement contracts because they do not require the contractor to complete the
required contract effort within an agreed-to maximum price; and the contractor is paid
for actual hours worked.
• Labor Hour (LH)
• Time and Materials (TM)
Lease Agreement
Same functionality as Basic Agreement, except the PIIN has a "L" in the 9th position
(Type of Instrument)
Line Item
This term is used generically to reference CLINs, Sublines, Exhibit Lines.
Line Item Consolidation

The ability to combine multiple itemized lines into a single itemized line.
Line Item Estimated Amount

The government estimate of the cost of each individual line item.
Line Item Evaluated Amount

Adjusted offer line item total when Price Adjustment Factors or Evaluation Preferences
are entered.
Line Item Offer Amount

The offered cost of each individual line item.
Line of Accounting (LOA)

The appropriation data, including all data elements and any document reference
number which may be included.
List of Parties Excluded from Federal Procurement and Nonprocurement

Programs
A list compiled, maintained, and distributed by the General Services Administration
containing the names and other information about parties debarred, suspended, or
voluntarily excluded under the Nonprocurement Common Rule or the Federal
Acquisition Regulation, parties who have been proposed for debarment under the
Federal Acquisition Regulation, and parties determined to be ineligible.
Marking Information
This field will default with one of the following: Codeword, Trigraph, or Nickname
from the Security Organization Table. The user will select which of the three will
Glossary-14
default on the form and it will be editable on the form.
Maximum Ceiling Award Amount

The Maximum Amount that can be ordered over the life of the IDV.
Maximum Fee
The maximum fee is the greatest amount of fee that the contractor will earn no matter
what fee is calculated using the target cost, target fee, and share ratio in a CPIF contract.
Maximum Price
In an Indefinite Delivery/ Indefinite Quantity Contract, the extended price for the
maximum quantity of supplies or services that the Government may order and the
contractor is required to furnish. Quantity limits may be stated as number of units or as
dollar values.
Maximum Quantity
In an Indefinite Delivery/ Indefinite Quantity Contract, the stated maximum quantity of
supplies or services that the Government may order and the contractor is required to
furnish. Quantity limits may be stated as number of units or as dollar values.
Major Defense Acquisition Programs/ Major Automated Information System

Acquisition Programs (MDAPS/MAIS)
In order to be an MDAP, an acquisition program must either be designated by the USD
(AT and L) as an MDAP or estimated by the USD(AT and L) to require an eventual total
expenditure for research, development, test, and evaluation of more than $365 million
in FY 2000 constant dollars or more than $2.190B in procurement in FY2000 constant
dollars.
Media/Status Code
Indicates the recipient of status and the means of transmission.
Military Standard Requisitioning and Issuing Procedures (MILSTRIP)

80 character string concatenating various piece of information and used in several
legacy operations across the DoD. MILSTRIP is an acronym for Military Standard
Requisitioning and Issue Procedures.
Minimum Fee
The minimum fee is the lowest amount of fee that the contractor will earn no matter
what fee is calculated using the target cost, target fee, and share ratio in a CPIF contract.
Minimum Hours
In a Labor Hour type Indefinite Delivery Contract, the stated minimum quantity of
hours that the Government is required to order and the contractor is required to
Glossary-15
furnish. Same as Minimum quantity in other Indefinite Delivery Contracts.
Minimum Quantity
In an Indefinite Delivery/Indefinite Quantity Contract, the stated minimum quantity of
supplies or services that the Government is required to order and the contractor is
required to furnish. Quantity limits may be stated as number of units or as dollar
values.
Military Interdepartmental Purchase Request (MIPR)

A request from one agency to another agency for goods and services that also transfers
funding. A type of requisition.
Modification
A Procurement Instrument used in the post-award process for the purpose of making a
change to the award. The conformed copy is not updated with the information from the
Modification until the Modification is processed.
Modification Control Number

A unique supplemental numbering sequence that is assigned to the unprocessed
Award, Order, or Agreement Modification at the time of creation, for tracking
purposes.
Modification Issuing Address

This is the office responsible for completing the modification. Each modification can
have a different Issuing office than the Award's Issuing office.
Multiple CAR
Multiple Contract Action Report - Used when a user needs to split the FPDS reporting
of Award/Award Modification line items into multiple reports. For example, the user
might have Firm Fixed Price and Cost type Line Items on an Award, so the user can use
the Multiple CAR reporting method to report each line item on a different CAR Header.
Multiple Modification
A term used when multiple conformed copies of any Awards, Delivery Orders,
Agreements, and Agreement Orders are changed via multiple modification
functionality.
Multiple modification functionality creates individual modifications for each user-
selected Award, Delivery Order, Agreement, and Agreement Orders simultaneously.
Negotiation
Phase where the Government and the Contractor negotiate award changes (For
example: termination settlement).
Glossary-16
Nickname
An unclassified representation of a program and/or compartment to which a page,
document, or item is associated. This is stored in the Security Organization table.
No Cost Settlement
This is a type of Termination. The Government uses the term "no cost" settlement to
describe the terminations where there will not be a settlement cost. (For example:
Termination for convenience that results in no settlement cost).
North American Industry Classification System (NAICS) Code

The North American Industry Classification System (NAICS) has replaced the U.S.
Standard Industrial Classification (SIC) system, and was developed jointly by the U.S.,
Canada, and Mexico to provide new comparability in statistics about business activity
across North America.
National Stock Number (NSN)

A National Stock Number (NSN) is a thirteen (13) digit number assigned to an item of
supply. It consists of the four digit Federal Supply Class (FSC) and the nine digit
National Item Identification Number (NIIN). The NSN is used as the common
denominator to tie together logistics information for an item of supply. A NIIN is a
unique nine character code assigned to each item of supply purchased, stocked or
distributed within the Federal Government; when combined with the four character
FSC it composes the NSN. The NIIN is used as the common denominator for an item of
supply
Offer
Response to a solicitation that if accepted, would bind the offeror to perform the
resultant contract; this also includes subsequent revisions to offers.
Offer Evaluation
A procurement vehicle created for the purpose of summarizing and evaluating all offers
received for a given Solicitation.
Office
A government organization that has some responsibility in the acquisitions process. An
office can have more than one address type and more than one contact.
Option
An option "means a unilateral right in a contract by which, for a specified time, the
Government may elect to purchase additional supplies or services called for by the
contract, or may elect to extend the term of the contract" (FAR 2.101).
Glossary-17
Option Line
A contract line item that is representative of an option (see Option definition). An
option line is identified by an option indicator and is not a base line item.
Order
A procurement instrument for supplies/services placed against an established contract
or agreement or with Government sources.
Order End Date

Date on which orders can no longer be placed against an Agreement.
Order Start Date

Beginning date on which Orders (Contracts in case of Basic Agreements) can be placed
against an Agreement.
Ordering Instrument
A procurement instrument from which an Order, Call or Contract is created.
Organization
See definition for "Office."
Other Direct Costs (ODC)

In a Time and Materials (T & M) type contract, the estimated amount for materials and
incidental services for which there is not a labor category specified in the contract, such
as travel, computer usage charges, and so on.
Procurement Action Lead Time (PALT)

The time, measured in days, between the start date and the actual completion date of a
workload assignment, minus any suspended PALT time.
Payment Bonds
A written instrument executed by a bidder or contractor (the principal) and the second
party (the "surety" or "sureties") to assure fulfillment of the principal's obligation to a
third party (the "obligee" or "Government") identified in the bond. If the principal's
obligations are not met, the bond assures payment to the extent stipulated, or any loss
sustained by the obligee.
Payment Office
An office that makes payments under the contract/order.
Performance Bonds
A written instrument that secures performance and fulfillment of the contractor's
Glossary-18
obligations under the contract.
Physical Completion Date

The date in which an award is complete based on when the contractor has completed
the required deliveries and the Government has inspected and accepted the supplies, all
services have been performed and have been accepted by the Government, all option
provisions have expired, or the Government has given notice of complete contract
termination. For facilities contracts, rentals, use and storage agreements this date is
based on when the Government has given notice of complete contract termination or
the period has expired (FAR 4.480-4 details the contract physical completion
regulations). The physical completion date, along with the type of contract, is used to
calculate the projected closeout timeframe (refer to FAR 4.804-1 for the time standards).
Place of Performance
Designated location where services will actually be rendered.
P-Modification
A modification issued by the procuring contracting office.
Portion Markings
Portion Markings let the user of the information know at what level that paragraph
within the classified page, document, or item should be protected. The Portion Marking
contains the Classification and Trigraph.
Pre/Post Negotiation Position (PNP)

Working document used to capture and analyze key price/cost data leading up to a
negotiated contract change.
Precious Metal Code

A single alphanumeric code used to identify items that contain precious metal(s).
Priced [line/subline]
A line or subline that contains specific quantity and pricing information.
Procurement Instrument
Generic term to describe acquisition documents that can be created during the
acquisition process. Documents include Solicitations, Amendments, Awards,
Agreements, Orders and Modifications.
Procurement Instrument Identification Number (PIIN)

Number assigned to procurement instruments. The number consists of 13 alpha-
numeric characters grouped to convey certain information.
Glossary-19
Positions 1 through 6. The first six positions identify the department/agency and office
issuing the instrument. Use the DoD Activity Address Code (DoDAAC) assigned to the
issuing office. DoDAACs can be found at https://day2k1.daas.dla.mil/daasinq/
Positions 7 through 8. The seventh and eighth positions are the last two digits of the
fiscal year in which the PII number was assigned.
Position 9. Indicate the type of instrument by entering one of the following upper case
letters in position nine.
• Blanket purchase agreements - A
• Invitations for bids - B
• Contracts of all types except indefinite delivery contracts, facilities contracts, sales
contracts, and contracts placed with or through other Government departments or
agencies or against contracts placed by such departments or agencies outside the
DoD - C
• Indefinite delivery contracts -D
• Facilities contracts -E
• Contracting actions placed with or through other Government departments or

agencies or against contracts placed by such departments or agencies outside the
DoD (including actions with the National Industries for the Blind (NIB), the
National Industries for the Severely Handicapped (NISH), and the Federal Prison
Industries (UNICOR)) - F
• Basic ordering agreements - G
• Agreements, including basic agreements and loan agreements, but excluding

blanket purchase agreements, basic ordering agreements, and leases - H
• Do not use - I
• Reserved - J
• Short form research contract - K
• Lease agreement L
• Purchase orders--manual (assign W when numbering capacity of M is exhausted

during the fiscal year) - M
• Notice of intent to purchase - N
• Do not use - O
Glossary-20
• Purchase order--automated (assign V when numbering capacity of P is exhausted
during a fiscal year) - P
• Request for quotation--manual - Q
• Request for proposal - R
• Sales contract - S
• Request for quotation--automated (assign U when numbering capacity of T is

exhausted during a fiscal year) - T
• See T - U
• See P - V
• See M - W
• Reserved for departmental use - X
• Imprest fund - Y
• Reserved for departmental use - Z
Position 10 through 13. Enter the serial number of the instrument in these positions. A
separate series of serial numbers may be used for any type of instrument listed in
paragraph (a) (3) of this section. Activities shall assign such series of PII numbers
sequentially. An activity may reserve blocks of numbers or alpha-numeric numbers for
use by its various components.
Procurement Profile
A set of unique characteristics that define certain personal details, warrant information,
and certifications for a particular user.
Project Code
Identifies requisitions and all perpetuated documents as to special programs, exercises,
projects, operations, or other purposes. This field is not the Project Code relating to the
MILSTRIP Component.
Property Office
An office responsible for government property.
Proposal
An offer in a negotiated procurement.
Glossary-21
Purchase Request (PR)
Generically, the documented means by which an agency requests that goods or services
be procured for their use. Also known as requisition document.
Purchase Request Data Standard (PRDS)

Purchase Request Data Standard (PRDS) schema. PRDS is a way for DoD to standardize
the PR data. PRDS is built to be compatible with PDS for Awards.
Quantity Price Breaks (QPB)

The ability to enter multiple quantity amounts or multiple quantity ranges within a line
item for the purpose of establishing price breaks.
Reason for Not Reporting

The Reason for Not Reporting allows a user to process an Award/Award Modification
without first creating a CAR or Exemption to Reporting. The five authorized reasons
are: Automatically Processed; FPDS-NG not Updated to Reflect DoD Requirements;
Previously Reported; Technical/Connectivity Failure; or Urgent and Compelling Action.
Requesting Office
An office that starts purchase requests.
Rescind
An official revocation of either a termination or discontinuation action on a processed
document.
Retention End Date

This is the next calendar date after the last day of the Retention Period and represents
the day an award file becomes eligible to be destroyed in its entirety.
Retention Period
The timeframe a Government contract file must remain in existence.
Sealed Bid
Offer submitted to the Government in response to an Invitation for Bids which remains
inaccessible until the indicated opening time.
Security Markings
All of the marking information; Classification, Codeword, Nickname, Trigraph,
Classification Block, Handling Caveat, and Portion Marking.
Glossary-22
Security Screen Classifications
A means for visibly labeling data with site-defined Screen Markings.
Settlement
Phase where the Government and the Contractor come to an agreement. A modification
is created to incorporate the settlement terms.
Ship To Address
An office location that can accept/receive deliveries. Synonymous with 'Delivery' office.
Shipment Mode
A way to designate how an item should be shipped.
Signal Code
One-digit code, which identifies the "ship to" and, if applicable, "bill to" activities, i.e.
the requisitioner or a supplementary activity.
Signed Date
The signed date is the date that the contracting officer 'signs' the award. For the case of
online use, the signed date is always equal to the Date that the Award is finalized in the
user's time zone. This is the date when the Award has been finally approved in the
system. At this point in time, the conformed record is created, financial transactions (e.
g. obligation) are startd, and related workload assignments are closed. For an inbound,
integrated transaction (e.g., data migration, system integration from parallel contract-
writing applications) the signed date must be able to be passed in as it existed on the
award in the source system.
Simplified Acquisition Procedures (SAP)

DoD contracting policies and procedures for the acquisition of supplies and services,
including construction, research and development, and commercial items, the aggregate
amount of which does not exceed the simplified acquisition threshold. Policies outlined
in FAR Part 13.
Simplified Acquisition Threshold (SAT)

Commonly this is $100,000 but can be $5,500,000 for commercial items.
Single Contract Action Report (Single CAR)

Used when a user wants to report all line items from an Award/Award Modification
together on a single CAR Header.
Subline Number (SLIN)

A priced or informational line item that is a subordinate of a contract line. SLINs
Glossary-23
numbering will contain the parent CLIN number with an additional 2-characters. If the
SLIN is an info line, the 2-characters will be numeric beginning with 01. If the SLIN is
priced, the 2-characters will begin with AA.
Small Business Administration Office

An office that provides contracting support for small businesses.
Small Business Coordination Record

The DoD Small Business Coordination Record (DD Form 2579) is used to screen
proposed acquisitions to ensure: Consideration has been afforded small and small
disadvantaged business concerns and that they receive an equitable opportunity to
participate in the proposed acquisition.
Special Material Identification Code (SMIC)

Supplements the National Stock Number to provide visibility to designated items to
ensure their technical integrity.
Solicitation
A procurement vehicle created to send to prospective contractors by a government
agency, requesting the submission of Offers or of information. The generic term
includes Invitation for Bids (IFBs), Request for Proposals (RFPs), and Request for
Quotations (RFQs).
Supplemental Procurement Instrument Identification Number (SPIIN)

Use supplementary numbers with the basic PII number, to identify:
• Amendments to solicitations
• Modifications to contracts and agreements, including provisioned item orders; and
• Calls or orders under contracts, basic ordering agreements, or blanket purchase

agreements, issued by the contracting office or by a DoD activity other than the
contracting office, including DoD orders against Federal supply schedules.
Staging Period
The timeframe a contract file remains in the procuring contracting office before being
eligible to move to a records holding or staging area.
Staging Period End Date

This is also referred to in this document as the 'Move from Production Date'. This is the
next calendar date after the last day of the Staging Period and represents the day in
which the contract file is eligible to be archived.
Glossary-24
Substantially the Same As
A designation of a term and condition that identifies the text of the term and condition
can be edited on a procurement instrument.
Summary of Changes Text

Free form text that provides information about document changes.
Supporting Document
An associated document not included in the formal award or solicitation. In an Uniform
Contract Format (UCF) award document, supporting documents are not listed in
Section J.
System for Award Management (SAM)

System for Award Management (SAM)The System for Award Management (SAM) is an
official website of the U.S. government, that enables you to:
• Register as a supplier to do business with the US Government
• Update or renew registration as a supplier
• Check the status of your registration as a supplier
• Search for supplier registration and exclusion records
Transportation Accounting Code (TAC)

Used in the shipping and transportation process to link movement authority, funding
approval, and accounting data for shipments of cargo and personal property in the
Defense Transportation System (DTS). Typically entered with funding information at
the line item or contract level.
Target Cost
The negotiated amount of costs such that if the contractor completes the contract at the
target cost, there will be no positive or negative cost incentives applied.
Target Fee
Target Fee is the amount of fee that the contractor will earn if the contractor completes
the contract at the target cost in a CPIF type contract.
Target Profit
Target Profit is the amount of profit that the contractor will earn if the contractor
completes the contract at the target cost in a FPI type contract.
Glossary-25
Total Target Price
The sum of the Target Cost and Target Profit in a FPI type contract.
Technical Analysis Report (TAR)

Report resulting from a Technical Evaluation of a Contractor's Proposal.
Technical Office
An office that assumes technical responsibility for requirements.
Termination
The discontinuation of one of more contract line items during the post-award phase of
the procurement process. Termination may be for default, for convenience, or for cause.
• Default: A complete or partial termination of an award because of the contractor's
actual or anticipated failure to perform its contractual obligations. The contractor is
liable for cost associated with the termination.
• Convenience: To terminate or cancel performance of work under an award, in

whole or part, if the Contracting Officer determines that termination is in the
Government's interest. Both parties must negotiate an agreement.
• Cause:To terminate or cancel performance of work under an award of commercial

items, if the Contracting Officer determines that termination is in the Governments'
interest.
Terms and Conditions

Collective term used to describe Text, Clause, Provisions, and/or Articles. Terms and
Conditions are used interchangeably with T's and C's, text and clauses.
Total Amount of Contract

The sum of the line item amounts that have not been designated as options.
Total Amount Without Option

The sum of all contract lines excluding those lines that are indicated as options.
Total Estimated Amount

The government estimate amount of all line items.
Total Evaluation Amount

Adjusted total offer amount when Evaluation Preferences or Price Adjustment Factors
are entered.
Glossary-26
Total Obligated Amount
The sum of all funding amounts.
Total Offer Amount

The total cost of all line items offered.
Transportation Rates
Additional amount for transportation or freight added to FOB.
Trigraph
A three character combination identifying the program and/or compartment a page,
document, or item is associated. This marking is necessary to classify the document to
the highest level of classification within the program/compartment.
Unique Entity Identifier (UEI)

A Unique Entity Identifier (UEI) is a 12 character alphanumeric value generated by
SAM and owned by the U.S government. All SAM.gov registrants are assigned their
Unique Entity IDs and can view them in SAM.gov. For information about UEI, visit the
GSA website at https://www.gsa.gov/.
Unit Price
The price for a quantity of one of the unit of issue.
Vendor
An organization conducting business with the government. Also known as Supplier.
Verbal Order
An Order placed verbally by the PCO to a Vendor.
Warrant
A government form (SF1402) which specifies the limits of a Contracting Officer's
authority when binding the Government to a contracting vehicle. Refer to FAR 1.602.1
A Warrant is required in order to process an award, order, agreement, and modification
to such.
Weapon System Code

Also known as Weapons System Designator Code (WSDC). These codes consist of three
alphabetic positions. The first position identifies one of the following major categories
of equipment. The second position identifies a subdivision of the major category. The
third position identifies the specific item. A description and use of these codes is found
Glossary-27
in the DoD Procurement Coding Manual, Section II Program and System or Equipment
Codes.
(http://web1.whs.osd.mil/peidhome/guide/mn02/mn02.htm). Note: WSC will be
changed pending incorporation of MDAPs and MAISs.
Withdrawal of Offers
A formal request by the vendor to have their offer/bid/revisions withdrawn from
consideration.
Workload Assignment
A workload assignment consists of tasks (also called milestones) that the buyer needs to
accomplish in the given timeframe. A workload assignment is created for pre-award
activities, post-award activities and award administration activities.
Glossary-28
Index
Document Numbering Appendix, B-1

A Document Numbering Concepts, 1-2
Acquisition Plan Concepts, 1-4
Amendment Checkout: Approvals and Notes, 5- E
19 Editing Requisition Amendment Lines, 5-7
Amendment History, 5-19 Edit Lines page, 4-7
Approvals page, 4-22 Exhibit Line / Contract Data Requirements List
Approving a Requisition Amendment, 5-21 (ELIN/CDRL) , 1-3
Exhibit Line / Contract Data Requirements List
C (ELIN/CDRL) Appendix, B-6
Checkout: Approvals and Notes, 4-19
Checkout: Requisition Information, 4-3 F
Checkout: Review and Submit Requisition Funding Appendix, B-15
Amendment, 4-19, 5-21 Funding Concepts, 1-5
CLM iProcurement Pages and Navigation Paths,
A-1 M
Contract Lifecycle Management (CLM) for Public
MIPRs - Creating and Using, 6-1
Sector Command Center Overview, 2-2
Contract Line / Sub-Line (CLIN / SLIN), B-3
N
Contract Line / Sub-line Concepts, 1-3
Copy Action - Rules, C-1 Non-Catalog Request, 3-4
Correct Receipts, 8-3 Notifications page, 4-22
Creating Post Award Requests, 7-2
O
D Options Appendix, B-7
Dashboards for Program Management Office Options Concepts, 1-4
(PMO) Managers, 2-7 Overview of Contract Lifecycle Management, 1-1
Acquisition Plans Dashboard, 2-7 Overview of Receiving, 8-1
Awards Dashboard, 2-25
IDVs Dashboard, 2-23 P
Requisitions Dashboard, 2-11 Post Award Requests - An Overview, 7-1
Solicitations Dashboard, 2-20 Preferences page, 4-1
Index-1
Pricing Appendix, B-9
Pricing Concepts, 1-5
Print CLM Requisition Amendments Report, 9-2
Print CLM Requisitions Report, 9-1
Purchase Request Amendment Concepts, 1-6
R
Receiving Items, 8-2
Reports Overview, 9-1
Requisition Amendment: Requisition
Information, 5-4
Requisition Amendments Overview, 5-1
Requisitions - Views and Search , 4-20
Return Items, 8-3
S
Shopping Cart, 4-1
Shopping Lists, 3-3
Stores, 3-1
U
Update Selected Line(s), 4-13
V
View Receipts, 8-4
W
Work Confirmation, 8-4
Index-2

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Oracle® Contract Lifecycle Management for Public

Part No. E48938-16

Copyright © 2020, 2022, Oracle and/or its affiliates.

Primary Author: Gowri Arur

Send Us Your Comments

1 Key Concepts: Public Sector Procurement

2 Oracle Contract Lifecycle Management for Public Sector Command Center

6 Military Interdepartmental Purchase Requests (MIPR)

7 Post Award Requests

A Pages and Navigation Paths

B Common CLM Functionality

Access to Oracle Support

Related Information Sources

Do Not Use Database Tools to Modify Oracle E-Business Suite Data

Overview of Oracle Contract Lifecycle Management for Public Sector

Key Concepts: Public Sector Procurement 1-1

Note: To set up the document numbering structure for use in CLM

Contract Line / Sub-Line (CLIN / SLIN)

Exhibit Line / Contract Data Requirements List (ELIN/CDRL)

Key Concepts: Public Sector Procurement 1-3

Key Concepts: Public Sector Procurement 1-5

Purchase Requisition Amendment

Purchase Requisition Amendment

This chapter covers the following topics:

Contract Lifecycle Management (CLM) for Public Sector Command Center

• Ensure that contract insights are available to all stakeholders.

• Improve procurement cycle-time management.

• Maintain IAE: Integrated Award Environment (IAE) and Small Business

• Increase Contract Action Report (CAR) compliance.

• Meet socioeconomic distribution requirements for contract compliance

• Program Management Office (PMO) Manager

See Overview of Dashboards for Program Management Office (PMO) Managers,

See Overview of Dashboards for Contracting Officers, Oracle Contract Lifecycle

Important: Though the same dashboards (Requisitions, Solicitation,

Searching Enterprise Command Center Dashboards

Additional Information: For more information about searching for and

User Defined Attribute Search

Options Exercised On Time If the option is exercised on time then it is

Elapsed Days This is the number of days that are remaining

Funded On Time Award or IDV lines that are fully funded

Planned Duration in Days The total duration in days for an acquisition

Elapsed Duration in Days The number of days from which the

Liquidatable This attribute is available on the Requisitions

• Liquidatable: This column shows the Y or

• Funds Liquidatable: This column displays

Overview of Dashboards for Program Management Office (PMO) Managers

• Requisitions, page 2-11

• Solicitations, page 2-20

• Indefinite Delivery Vehicles (IDVs), page 2-23

• Awards, page 2-25

Navigate to the dashboards using the CLM iProcurement responsibility.

PMO Acquisition Plans Dashboard

• Follow up on expiring plans.

• Analyze reasons for plan rejection.

• Monitor the performance of milestones.

• Update acquisition plans.

Access the Acquisition Plans dashboard using the following navigation.

The following table describes the dashboard:

• Pending Approval: This metric shows the