5.19.5 Copy Contract Details

From the Contract Detailed View screen, details of a contract can be copied onto a new one by selecting Copy. The following changes will be done to the details copied:

• A new Reference Number will be allotted to the contract.
• The User Reference field will be left blank.
• The Transaction Date will be given a value of today and the Value Date will be left blank.
• The Amount fields will be left blank.
• The brokerage, tax and settlement instructions will be copied. These details will be validated afresh before the contract is stored.

Enter a value in the fields that are not copied. You can change the values in the fields that have been copied.

When a contract on Hold is copied and the new contract saved, the Hold on the contract will be released. Thus, to release a contract from Hold, you should copy it onto a new contract. In such a case, All the details will be copied (including the Reference Number, the User Reference, the Transaction Date, Value Date and the ‘amounts’.

If the contract from which you copied details, involved a product combination, the details of both the legs will be copied.