Copy a Contract
Andrea Jaroslawski
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21 steps
|
57 seconds
Workday
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