Copying contracts is useful for renewing a completed contract or for using a pre-existing contract with another customer who receives similar terms. When copying the contract, it is also possible to automatically copy the Contract-price Charges along with the contract you are copying. This is useful in order to automatically bill the customer for the newly created contract.
Copying contracts can be done in two ways:
| • | Renewing Contracts With the Batch Copy Wizard, which copies a group of contracts to the next date ranges. This method is generally used to renew contracts for the same customers. Note that if you are not familiar with the Batch Copy Wizard, it is recommended to review the How to Use Recurring Contracts section first. You can also watch the Copying Recurring Contracts video to familiarize yourself with the contract-renewal process. |
| • | Using the manual single copy, which copies one contract at a time. This method is generally used to create a new contract for a different customer. |
Copying Contract-price charges when using the Batch Copy Wizard
When copying contracts to the next date range using the Batch Copy Wizard, the system suggests copying the Contract-price Charges along with the newly-renewed contract. This way you can easily generate an invoice for the new contract.
In one of the steps when using the Batch Copy Wizard you will be asked whether you want to include the Contract-price Charge(s) along with the contract you are copying. You may choose to copy these charges or not to. You will also be asked to choose the date of the newly-copied charge from a drop-down list. The dates are relative to the contract start/end date. The Contract-price Charges are copied as-is from the existing contract, including the items, prices, amounts, etc.
Batch Contract Copy Options
Copying Contract-price charges when copying a single contract
Here you are given the choice to copy the Contract-price Charges to the new charge. You are also asked to determine the charged date for the newly-created Contract-price Charges.
Single Contract Copy Options
The dates are relative to the contract start/end date. The Contract-price Charges are copied as-is from the existing contract, including the items, prices, amounts, etc.
Once copied, the newly-created Contract-price Charges now appear in the new contract's “Charges—Contract Price” tab.
Custom Pricing Note that any custom pricing that is defined for the target account will not apply to the copied charges, and they will be with fixed prices as-is. You can find more information on this subject under Contract-price Charges and Custom Pricing section. |