Duplicating a Contract

Available in Current Contracts Only

Occasionally a Contract may be split over several sites or may require a new record with slightly modified data to be created. To allow this to be done with the minimum of user input there is a Duplicate option available

Choose Find to select the required Contract.

Choose Duplicate to create a copy of the Contract.

The system will display all fields that may be modified in yellow.

The Suffix Number of the Contract will be moved to the next available sequential number, but both the Contract Number and the Suffix Number can be overridden if required.

Modify any other information as required

Choose OK to save the duplicated Contract.

Choose Cancel to avoid duplicating the Contract.

The system will then ask:

Create a new unique File Reference Number?

Choose Yes to generate the File Reference Number automatically.

Choose No to keep the current File Reference Number.