Duplicating a service contract

  1. Load the service contract you want into the Service Contract InfoViewer.
  2. Click Action and select Duplicate Contract.
    Infor Operations and Regulations shows a dialog box showing the description, effective date, and expire date of the existing service contract.
  3. Type a unique identification code for the duplicate contract in the Contract ID field.
  4. Select the types of contract data to duplicate in addition to the basic contract information.
    You can select one of these options:
    • Line Items only: Infor Operations and Regulations copies the existing contract's line items but not its contractor rates to the new service contract.
    • Line Items and Rates: Infor Operations and Regulations copies the existing contract's line items and contractor rates to the new service contract
    • None: Infor Operations and Regulations copies neither the line items nor the contractor rates from the existing contract to the new one.
  5. Change any other information for the new service contract.
  6. Click Save.
    Infor Operations and Regulations shows a message that the service contract was duplicated successfully.