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MANAGE CLIN INFORMATION

Use this screen to initialize Contract Line Item Number (CLIN) information by project. This information serves as a catalog of items or products available to be used and invoiced on that particular project. CLIN or catalog numbers and descriptions are assigned in this screen. Items from the Manage Parts, Manage Goods, or Manage Services screens are linked to each CLIN through the Item Linkage subtask. Note that this function is for use only with Costpoint Product Definition. If you do not use that module, do not enter CLIN information in this screen.

Set up this screen after initializing the ITEM_PROD table in Costpoint Product Definition. The ITEM_PROD table is maintained through the Manage Parts, Manage Goods, or Manage Services screens. You must set it up before you generate automatic product invoices. Set up this screen before you attempt to enter unit usage data.

Location

Identification

Project

Enter, or click to select, the project level at which you want this CLIN to be recorded. If billings are computed and modified at a lower level of the project, the program looks for CLIN information at the next highest project level until one is found.

CLINs

Contract Line Item Number

Enter the CLIN in this field

Contract Line Item Description

Enter a description for the contract line item.

Sales Abbrev

Enter, or click to select, a valid sales group abbreviation code. You can set up sales group abbreviation codes in the Set Up Sales Group Abbreviations screen. For more information on sales group abbreviation codes, see "Units."

Inventory Abbrev

Enter, or click to select, a valid inventory abbreviation code. You can set up inventory abbreviation codes on the Manage Inventory Projects screen.

Currency

This column defaults your company's functional currency. Enter, or click to select, the currency for this CLIN. This code is provided for informational purposes only. You can create multiple CLINs for the same item, but with a different currency for each item. In a country like Bermuda, both British pounds and United States dollars are accepted currency, so you can enter a CLIN for one country with different currencies.

Currencies available for are those saved on the Manage Currencies screen.

Country

If the currency selected is other than your company's functional currency, enter, or click to select, the country for this CLIN. This country code represents the country to which this CLIN is sold. You can create multiple CLINs for the same item, but with a different country for each item.

You can save only those country codes entered and saved on the Manage Currencies screen. A country code is NOT required for CLINs maintained in your functional currency.

Subtasks

Subtask

Description

Item Linkage

Click this link to open the Item Linkage subtask, where you can link items set up in Costpoint Product Definition to each CLIN.

Project Unit Pricing

Click this link to open the Project Unit Pricing subtask.