Copying contract templates

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

To copy contract templates:

Select Work > Contract Management > Contract Templates.
Select the contract template to copy, and then click the Record View tab.
Right-click on the form, and then select Copy Contract Template.
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.
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
Click Submit.