Copying customer contracts

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

To copy customer contracts.

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