Copy a Contract | Scribe

    Copy a Contract

    • Andrea Jaroslawski |
    • 21 steps |
    • 57 seconds
    1
    Locate the Contract you want to copy Click [[...]] next to the Contract name
    2
    Under Actions, hover over [[Customer Contract]] Select [[Copy]]
    3
    Modify necessary fields if applicable Edit [[Effective date]]
    4
    Edit [[Contract Name]]
    5
    Click the "Contract Amount" field.
    6
    Edit [[Contract Amount]]
    7
    Enter [[PO Number]] if applicable
    8
    Click "Projects"
    9
    Scroll down and click [[Projects]] tab Click [[Line Details]] subtab
    10
    On the [[Billable Project]] column, clear out the existing project and enter the new one.
    11
    Repeat the process for all four contract lines
    12
    Click here.
    13
    Scroll to the right Replace the [[From Date]] with the Contract Start Date
    14
    Repeat the process for all four contract lines
    15
    Edit the [[Contract Line Amount]]
    16
    Click [[Revenue and Billing]] subtab
    17
    Confirm the [[Revenue Template]] is selected
    18
    Scroll to the right Replace the [[Billing From Date]] with the Contract Start Date
    19
    Repeat the process for all four contract lines
    20
    Click [[Billing]] Tab Confirm [[Billing Template]] is selected