1. Procedures User Guide
  2. Common Operations
  3. Entering a New Contract
  4. Copying the Details of a Contract

4.2.4 Copying the Details of a Contract

Often, you may have a situation where you need to create a contract that closely resembles an existing one. In such a case, instead of entering all the details for the contract, you can copy the details of one contract on to another, changing only those attributes that are different for the new contract.

From the Contract Detailed View you can copy the details of a contract onto a new one.

To copy a contract either:
  • Click Copy icon in the Toolbar.
When you copy a contract:
  • A new Reference Number will be allotted to the contract.
  • The User Reference field will default to the Contract Reference number.
  • The Contract Start Date will be given a value of today and the Contract End Date will be left blank.
After you have made the relevant changes to the fields that have had the inputs copied on to them from the old product you can save your new product.
To Save either:
  • Click save icon on the Toolbar

Parent topic: Entering a New Contract