Copying a contract
To create a new contract based on an existing one — in the In preparation, Active, Renewed, Terminated, or Expired status — use the Copy option on the action panel.
 | Contracts without a date effective cannot be copied. |
Procedure
1. At the Contracts selection level, click the contract you want to copy.
2. On the action panel, click Copy.
The Copying… window appears with the following options:
a. Copy as of: allows you to specify the date as of which the contract data must be copied. This is not the start date of the new contract; it is the date on which the selected contract’s data is valid.
b. Copy modifications: allows you to copy future modifications. Only modifications with a start date later than the date specified in the Copy as of field are included. If needed, you can also copy related subcontracts, contract actions, contract options, contractual terms, contract lines, and SLA data by selecting the appropriate option.
3. Click OK.
The selected contract is now copied and is automatically assigned the In preparation status.