Copying a contract

You can make a copy of a contract. All data from the original are adopted, except for the contract number. Links are adopted automatically only for the main business partner. Additionally, you can determine which contract positions are to be adopted.

1. Open the main window Contract and open the contract you want to copy.

2. Click on

copy

3. Select the contract positions to be adopted into the copied contract.

4. Edit the data to the new contract.

5. Save the new dataset by clicking

Save

6. If required, assign new datasets to the contract, like contact persons for example. The motive and additional information to the new contract should be documented in an activity or a note.

It might happen that some fields are not copied depending on administrative settings preventing that action.