Copy a Contract | Scribe

    Copy a Contract

    • Andrea Jaroslawski |
    • 0 steps |
    • 57 seconds
    Locate the Contract you want to copy Click [[...]] next to the Contract name
    Under Actions, hover over [[Customer Contract]] Select [[Copy]]
    Modify necessary fields if applicable Edit [[Effective date]]
    Edit [[Contract Name]]
    Click the "Contract Amount" field.
    Edit [[Contract Amount]]
    Enter [[PO Number]] if applicable
    Click "Projects"
    Scroll down and click [[Projects]] tab Click [[Line Details]] subtab
    On the [[Billable Project]] column, clear out the existing project and enter the new one.
    Repeat the process for all four contract lines
    Click here.
    Scroll to the right Replace the [[From Date]] with the Contract Start Date
    Repeat the process for all four contract lines
    Edit the [[Contract Line Amount]]
    Click [[Revenue and Billing]] subtab
    Confirm the [[Revenue Template]] is selected
    Scroll to the right Replace the [[Billing From Date]] with the Contract Start Date
    Repeat the process for all four contract lines
    Click [[Billing]] Tab Confirm [[Billing Template]] is selected
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