Copy a Contract

To copy a contract, complete the following steps:

1. Go to Financial > Customer Contracts.
2. On the Customer Contracts screen that appears, click the name of the contract you want to copy.
3. Click the Copy button at the bottom of the screen.
4. (Mandatory) On the Contract Details screen that appears, enter a new name for the contract.
5. (Optional) Select the Customer Price List that you want to associate with this contract.
6. (Optional) Designate the kind of Billing Rule you want to use to govern the way that customer accounts associated with this contract will be billed.
7. (Optional) Designate the vendor pricing and invoice behavior that you want to set up for the new contract.
8. (Optional) Select the item that will be included on invoices for Work Orders billed under contract.
9. (Optional) Click the Specialty Price Lists tab and designate specialty price lists for individual specialties.
10. When you are done configuring the copied contract, click the OK button at the top of the screen to save your changes.