3.2.4 Copying the Details of a Contract

A user needs to create a contract that closely resembles an existing one. Instead of entering all the details for the contract, copy the details from the existing contract and change only the attributes that differ for the new contract.

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

To copy a contract either:

• Click the Copy icon in the Toolbar.

When copying a contract:

• A new Reference Number is allotted to the contract.
• The User Reference field defaults to the Contract Reference number.
• The Contract Start Date is given a value of today and the Contract End Date is left blank.

After copying inputs from the old product, make the required changes to the fields and save the new product.

To save either:

• Click the Save icon on the Toolbar