Copying customer contracts - HxGN EAM - 12.0.1 - Help - Hexagon

HxGN EAM Help

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English
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HxGN EAM
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HxGN EAM Version
12.0.1

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.