Copying contract templates

Copy the header details and child records of customer contract templates to quickly create a new template.

To copy contract templates:

  1. Select Work > Contract Management > Contract Templates.
  2. Select the contract template to copy, and then click the Record View tab.
  3. Right-click on the form, and then select Copy Contract Template.
  4. Specify this information:
    New Template Code
    Specify a unique code identifying the new contract template, and then enter a description of the contract template in the adjacent field.
  5. Select the related details to copy to the new contract template:
    • Custom Field Values
    • Clauses
    • WO Criteria
    • Sales Prices
    • Discounts
    • Charge Definitions
    • Commodities
    • Comments
    • Documents
  6. Click Submit.