Copying customer contracts

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

To copy customer contracts.

  1. Open the Customer Contracts form.
  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. 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. Custom Field Values, Clauses, WO Criteria, Sales Prices, Discounts, Contract Items, Charge Definitions, Commodities, Comments, and Documents—Select which related details to copy to the new customer contract.
  6. Click Submit.