Copying contract lines
You can create a copy of an existing contract line if it is in one of these statuses: Inactive, Active, or Terminated.
 | Contract lines without a date effective cannot be copied. |
Procedure
1. Go to > .
2. Select the contract line you want to copy.
3. On the action panel, click Copy.
The Copying… window appears with the following options:
a. Copy as of: Specify the date as of which contract line data should be copied. This is not the start date of the new contract line; it is the date on which the selected contract line’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 required, you can also copy the related SLA data by selecting the by selecting the appropriate option.
c. Copy Linked properties: allows you to copy contract lines along with properties.
4. Click OK.
The selected contract line is now copied and added to the same contract as the original contract line and the copy is automatically assigned the Inactive status.
| | • If you linked a rentable unit to a lease contract line, the Rentable unit field and all related calculated fields are cleared in the copied contract line. • If the original contract line has already been indexed, the Indexation method field is cleared in the copy. |