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 Option Lines unselected | Copy as Option Lines selected (Copy as Option Lines without Base Line References) | Copy as Option Lines selected (Copy as Option Lines with Base Line References) |
|---|---|---|---|---|
| Info CLIN and Priced SLINs with options | Info CLIN | Info CLIN | Info CLIN | Info CLIN |
| Priced SLIN | Priced SLIN | Option SLIN with cross-linked base line reference | Option SLIN without base line reference | |
| Info SLIN | Info SLIN | Info SLIN | Info SLIN | |
| Option SLIN with base | Option SLIN without base | Error is displayed | Option SLIN without base | |
| Option SLIN without base | Option SLIN without base | Error is displayed | Option SLIN without base | |
| Option SLIN with cross-linked base line reference | Option SLIN without base | Error is displayed | Option SLIN without base | |
| Priced CLIN and Info funded SLIN | Priced CLIN | Priced CLIN | Option CLIN with cross-linked base line reference | Option CLIN without base line reference |
| Info funded SLIN | Info SLIN | Info SLIN | Info SLIN | |
| Priced CLIN and Info SLIN | Priced CLIN | Priced CLIN | Option CLIN with cross linked base line reference | Option CLIN with no base line reference |
| Info SLIN | Info SLIN | Info SLIN | Info SLIN | |
| Option CLIN with base line reference | Option CLIN without base line reference | Error is displayed | Option CLIN without base line reference | |
| Option CLIN without base line reference | Option CLIN without base line reference | Error is displayed | Option CLIN without base line reference |
When the check box Copy CLINs with associated SLINs is not selected, individual lines (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 Lines unselected | Copy as Option Lines selected (Copy as Option Lines without Base Line References) | Copy as Option Lines selected (Copy as Option Lines with Base Line References) |
| Priced CLIN | Priced CLIN | Option CLIN with base line reference | Option CLIN without base line reference |
| Info CLIN | Info CLIN | Info CLIN | Info CLIN |
| Priced SLIN | Priced SLIN | Option SLIN with cross-linked base line reference | Option SLIN without base line reference |
| Info SLIN | Info SLIN | Info SLIN | Info SLIN |
| Option SLIN with base line reference | Option SLIN without base line reference | Error is displayed | Option SLIN without base line reference |
| Option SLIN without base line reference | Option SLIN without base line reference | Error is displayed | Option SLIN without base line reference |
| Option SLIN with cross-linked base line reference | Option SLIN without base line reference | Error is displayed | Option SLIN without base line reference |
| Info funded SLIN | Info SLIN | Info SLIN | Info SLIN |
| Priced CLIN | Priced CLIN | Option CLIN with base line reference | Option CLIN without base line reference |
| Option CLIN with base line reference | Option CLIN without base line reference | Error is displayed | Option CLIN without base line reference |
| Option CLIN without base line reference | Option CLIN without base line reference | Error is displayed | Option CLIN without base line 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.