Creating a Contract from a Copy

  1. Open the Contract Copy/Create Utility.
  2. Specify this information:
    From Contract
    Select the contract that you want to copy.

    The Description, Start Date, Status, and Terms Code are populated after you select a contract.

    Only Show Templates
    Select this check box if you want to only use templates to copy. Clear it to select from all existing contracts.
    Customer
    Select a customer for the contract.

    The Ship To is displayed. If you are integrated with Infor Distribution SX.e, the Ship To ID is displayed.

    Include Units in Copy
    Select this check box if you want to include any units that are on the existing contract.
  3. Click OK.