Copy the header details and child records of customer contracts to quickly create a new customer contract.
To copy customer contracts.
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Select Work > Contract Management > Customer Contracts.
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Select the customer contract to copy, and then click the Record View tab.
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Right-click on the form, and then select Copy Contract.
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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.
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Select the related details to copy to the new customer contract:
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Custom Field Values
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Clauses
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WO Criteria
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Sales Prices
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Discounts
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Contract Items
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Charge Definitions
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Commodities
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Comments
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Documents
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Click Submit.