In the Commit system, users may choose to copy a contract in order to create a new contract based on the original one, or they may copy a contract in order to renew it for the next date range. If there are many contracts to renew, users can use the Batch Copy Wizard, which easily copies/renews many contracts at one time.
To learn more about the different options and features related to copying contracts, you should review the Introduction to Billing user guide, chapter Copying Contracts. The following section assumes you are already familiar with copying contracts.
Copying a Single Contract with a Linked Activity Template
To copy a single contract with a Linked Activity Template, open the contract you want to copy and click the Copy button on the toolbar. A pop-up menu now appears in which you can choose to ”Copy to a New Contract” or “Copy Contract to a New Date Range.”
After making this selection, the “Copy Contract” window opens, which guides the user through the steps needed to copy the contract. As one of these steps, the following window opens:
Copy Single Contract
In this screen you can easily select whether to apply the Linked Activity Template or not.
Batch Copy Contracts to a New Date Range
If you have many recurring contracts to renew, you can use the Batch Copy Wizard, which easily copies/renews many contracts at one time. This wizard includes a few steps, such as selecting the contracts to be renewed, date ranges, and more. One of the steps in this wizard refers to Linked Activity Templates
Batch Copy Wizard
In this step you can decide whether to automatically apply the Linked Activity Templates of the original contracts to all of the new contracts you are about to create using this wizard.
If the user selects Yes in this step, all the Linked Activity Templates in the source contracts are applied to the new contracts being created. It also automatically assigns the default template to the Linked Activity Template field in the new contracts.
If the user selects No in this step, none of the Linked Activity Templates in the source contracts are applied to the new contracts being created, and none of Tasks, Appointments, or Tickets defined in the linked templates are created. In addition, the Linked Activity Template fields of the new contracts are left empty.