Copying Contracts

copy_128_hot    Many times it is easier to copy a contract than to create a new one from scratch.  The Copy Contract form provides you the ability to create a new contract by copying an existing contract.  This can be accessed from the following areas:

Current Activity tab on Customer, Equipment, Inventory, and Parts Maintenance forms.

Contract History tab on the Customer, Equipment, Inventory, and Parts Maintenance forms.

Edit Contract form.

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Select the items you want to copy using the shift function.

Use Rates from Original Contract.  Check if you want to use the same rates as the original, otherwise use current rates.

Include Non Inventory and Direct Sales Items.  Check to copy any Non Inventory or Direct Sales Items from the original.

Copy Delivery.  Check to copy the delivery information.

Copy Pickup.  Check to copy the pickup information.

Select the type of contract to create.

Make any changes to the new contract.

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