Copying contract templates

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

To copy contract templates:

  1. Open the Contract Templates form.
  2. Select the contract template to copy, and then click the Record View tab.
  3. Right-click on the form, and then select Copy Contract Template.
  4. New Template Code—Enter a unique code identifying the new contract template, and then enter a description of the contract template in the adjacent field.
  5. Custom Field Values, Clauses, WO Criteria, Sales Prices, Discounts, Charge Definitions, Commodities, Comments, and Documents—Select which related details to copy to the new contract template.
  6. Click Submit.