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Settings

Copying a Contract

The copy contract function provides a quick and easy method to copy a contract and its resources. You can use the copy contract feature:
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To bypass the renewal process and create a new contract for the same supplier and resources. To do this, on the copy dialog enter the new contract's dates. The resulting supplier resources will use these dates.
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To create a contract for the same resources for a different supplier. To do this, on the copy dialog change the supplier name.
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To create a contract for the same supplier and resources for a different site. To do this, on the copy dialog select a different site.
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As a template for a new contract. The contract's properties and rules are copied, but resources and prices are not copied. To do this, on the copy dialog clear the Copy resources and prices option.

To Copy a Contract

1.
Select the site’s Contracts view. This view shows a list of all contracts created for the site.
2.
Find the contract that you want to copy and double-click on it to open it. The Contract window appears.
3.
From the Contract menu select Create and then Copy. The Copy Contract dialog appears.
4.
You can change any of the following information to be used on the copied contract:
Setting Name
Description
Effective date
Enter the starting date for the effective period of the new contract.
Expiry date
Enter the ending date for the effective period of the new contract.
Supplier
Select the supplier with which your organization has this contract.
Site
Select the site that this contract is for. The new contract will be owned by the selected site.
Buyer
Select the name of the employee who is the buyer responsible for this contract. When this employee views the My Desk view, this contract will appear in their list of contracts.
Copy the contract’s resources and prices
Select this option to copy the original contract’s resources and prices onto the new contract. If you are creating this contract for a different supplier, the copy process will create new supplier resources for the resources on the contract, if they do not yet exist for the selected supplier.
To copy all of the contract’s properties except for the resources and prices, make sure this option is not checked.
5.
When you are ready, click OK. The system creates a new contract and opens the Contract window.
6.
You can review the new contract and make additional changes, if necessary.