Copying customer contracts

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

To copy customer contracts.

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