The Schedules tab contains information about award shipment schedules. You must have one row for each schedule you attach to a document line. Each row contains the location, quantity, and dates for each shipment schedule. Oracle CLM Purchasing uses this information to record delivery schedule information for awards.
Use the Schedules tab to specify inventory organizations, ship-to locations and the date you want your supplier to deliver the items on the purchase order line. An award line with a quantity of six items can, for example, have two scheduled shipments on separate dates.
Click the Schedules tab to search for your shipment details. You can search by Supplier, Buyer, Item or Location. You can add additional search criteria to your search by using the Add Another LOV and selecting the fields from there. Click Go after you have selected an additional search criteria. Some of the additional search criteria you can user are: Order Date, Effective Date, Description, Document Style, FSC/PSC, MDAPS/MAIS, NAICS, Operating Unit, etc.
Enter schedule details: Schedule, Locations, Organization (Org), Quantity (Qty), Need-By Date, Period of Performance Start Date and Period of Performance End Date. For service lines, period of performance dates is the time period (start and end date) in which the service will take place. A line may not have both a Need-By Date and a Period of Performance Start Date / Period of Performance End Date.
To expand the schedule to full page view, click the Actions Update icon.
The Schedules page enables you to enter the following information:
Need-By Date: this is the date when the items are required.
Period of Performance: for service lines, this is the time period (start and end date) in which the service will take place. A line may not have both a Need-By date and a period of performance.
Ship-To Address: this is the location to which the goods are requested to be delivered. It should be a selection of available fields (Name, Address, City, State, Zip, Country, Contact, E-mail, Phone).
Ship-To Contact: Select a Ship-To Contact value from the LOV as part of entering the shipping details. Similar to other contacts (such as COTR Office Contact or Issuing Office Contact), the Ship-To Contact enables you to select a person as a ship-to contact.
FOB Indicator: this 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.
Charge Shipping To: user enterable text field describing the shipping charges. Shipment Mode: selection of established reference shipping modes (e.g., air, air freight, air express, etc.).
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, a manual is available online.
Additional Markings Text: a text field for indicating other markings on the shipment.
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.
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.
Precious Metal Code: selection from available precious metal codes, if applicable.
HAZMAT: a four character alphanumeric field describing the hazardous material, if applicable.
The Shipping region enables you to enter the shipment related details. Select a location that the goods will be shipped to / services will be performed from the Location LOV. The Organization is automatically defaulted. The Delivery Event is defaulted from the line details (Shipping region). The delivery event values are:
Blank
After Date of Contract
After First Article Test Approval
After Production Lot Test Approval
After Notice of Award
When the Delivery Event is selected (that is, not blank), the Period, Promised Period field values default from the line. Enter values for the Period and Promised Period fields and then select a duration from the LOV (days, weeks, or months).
If you select After First Article Test Approval or After Production Lot Test Approval, none of the dates (Need-By Date or Period of Performance Start Date or Period of Performance End Date) are calculated for you because you need to enter them manually. Multiple schedules can be added here and you need to enter the dates for individual schedules.
If you have selected After Date of Contract or After Notice of Award and wish to have the system calculate the Need-By Date, enter a value for the Period. When the award is approved, the Need-By Date is calculated as Effective Date + Period and the resulting value is displayed as read-only in the line.
If you have selected After Date of Contract or After Notice of Award and wish to have the system calculate the Promised Date, enter a value for the Promised Period. When the award is approved, the Promised Date is calculated as Effective Date + Promised Period and the resulting value is displayed as read-only in the line.
Enter a Period of Performance Duration in days, weeks, or months. When you enter a Period of Performance Duration, the Need-By Date will not be calculated.
Period of Performance Start Date: The Period of Performance (POP) is specified for services. This field defines the period in which the service will be provided. Both a start and end date must be specified. This is the contractual start date that the vendor must perform the services. You may enter a past date for the Period of Performance.
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. This is the contractual date that the vendor must conclude the services.
If the award line type (Setup > Purchasing > Create Line Type page) is set to Severable Services (those services when stopped midway, the executed part of service is complete in itself and is measurable), then the period of performance dates need to be validated.
In the Schedules details page, identify the Period of Performance Start Date and Period of Performance End Date. If there are multiple schedules, identify the earliest start date and latest end date.
If the difference between the earliest start date and the latest end date is greater than 12 months, an error message is displayed, provided the POP Exception Reason field is blank.
If the difference between the earliest start date and the latest end date is less than or equal to 12 months:
Using the distribution details page, identify the fund account from the funds segment of the PO charge account for each schedule.
Based on the fund account and its treasury account symbol, identify the fund as Annual Appropriation or Non-Annual Appropriation.
If the Fund is Non-Annual Appropriation and the Period of Performance End Date is greater than the Fiscal Year end date (identify the fiscal year end date based on the Earliest Start Date), an error displays, provided the POP Exception Reason field is blank.
Global Update enables you to add common field values for multiple lines or update common field values for multiple lines on draft CLM documents.
Navigate to the Awards Schedules tab. Select one, multiple, or all lines (use the Select All link) and then click Global Update. The Global Update Shipments page displays with the fields that you can update for multiple lines.
If you want to add a new value to the schedules, such as Need-By Date or Receipt Routing, enter the value in the Global Update Shipments page and click Apply. If you want to update / replace the original field value(s) with a new field value, such as Location, select or enter the new field value and click Apply. A message confirming that the update was successful displays in the Update CLM Award page. You can navigate to individual schedules to verify that the update has taken place for the fields you specified.
Note: You cannot blank out any existing values using Global Update. You can only update add or update a value.