Copying contract lines
To add a contract line that is similar to an existing contract line that is either in the Inactive, Active or Terminated status, you can simply use the Copy option from the action menu.
 | You cannot copy a contract line whose date effective is empty. |
Procedure
1. Go to > .
2. Select the contract line you want to copy.
3. On the action panel, click Copy.
The Copying… window appears. You can see many options in the copying window.
a. Copy as of: Specify the date as of which contract data should be copied.
| | This is not the start date of the copied contract, but rather, since contract data varies over time, the date on which the data you want to copy is valid for the selected contract. |
b. Copy modifications: option if you also want to copy future modifications.
| | the modifications are only included if their start dates are after the date specified in the Copy as of field. |
If required, you can also copy the related SLA data by selecting the Copy linked SLAs and, subsequently, the Copy SLA scopes and/or Copy SLA contract line costs check boxes.
Note that you can copy SLA scope if the Copy linked SLAs option is enabled.
Note that you can copy SLA scope if the Copy linked SLAs option is enabled.
For contract service plans, you can copy Contract service plan linked to asset and its associated costs, by selecting the relevant option.
c. Select Copy Linked properties to copy contract lines along with properties.
d. 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 contract line’s copy. • If the original contract line has already been indexed, the Indexation method field is cleared in the contract line’s copy. |