The Customer Contract Copy frame gives you the ability to easily copy the format of an customer contract and create a new contract based on that format. This can be especially useful if you are creating multiple contracts at once that have the same or similar terms/format.
To copy an existing contract, enter the contract number in the Existing Contract field or double click in the field to select the code from the list of values (LOV). Next, enter a Customer Number in the Customer No. field. You can also double click in the field to select on from the LOV. These codes are created and maintained on the Customer Main screen.
Finally, enter a Start Date for the contract. The current date will be the default value. When finished, click the 'Save' button at the top of the screen to copy the shift. After saving, the system will redirect you to the Customer Contracts screen where you can make further edits to the newly created customer contract.
Last Updated: 05/18/2018
NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.
Additional training and technical documents on this subject may be available in the Resource Files area.