Copy Contracts

Duplicate an existing contract to quickly create a new one without re-entering all the details. To copy a contract, you must have full access to the Create and Update commands in the Contracts module.

1. Open the contract you want to copy.

2. In the Actions list, select Copy contract.

3. Enter a unique New contract number.

4. From the Asset to copy list, select whether to copy No assets, All assets, or only Active assets.

5. Choose whether to Copy terms for the contract.

6. Enter the following contract dates:

   • New effective date: When the contract begins.

   • New termination date: When the contract ends.

   • New renewal date: When the contract renews. Must be later than the effective date.

   You can leave these dates undefined and configure them later.

7. Select Copy.

   The new contract opens. You can add more details as needed.