Duplicating contracts to extend them
DMF | 141536 HELPDESK CUSTOMER CONTRACTS DUPLICATE MULTIPLE CONTRACTS TO EXTEND THEM |
Prerequisite: The contracts must not be tacitly renewable.
Contracts can be duplicated in order to extend them. The purpose is to extend services on new contracts in case the original contracts cannot be renewed.
1 | From Help Desk > Contracts > Customer contracts, search for contracts. |
2 | In the search results, select the contract lines to duplicate. |
3 | Right-click on the selection and click on Duplicate to extend selected contracts. |
The Duplicate to extend selected contracts screen opens. The cells show the original contracts' information.
4 | Modify the cells if needed and enter the information: |
Field | Description |
---|---|
Customer | Enter the customer of the duplicated contract. |
Customer to bill | Enter the customer to bill for the duplicated contract. |
Target project |
Enter the project, phase and sub-phase of the duplicated contract. If the original contract is already multi-project, entering those fields is useless because the duplicated contract will still be multi-project. Those fields are empty and cannot be modified if Multi-project is checked. |
Manager | Enter the sales manager, the technical manager and the administrative manager of the duplicated contract. |
Arrangement |
Effective date: Enter the start date of the duplicated contract. By default, it is the day after the end date of the original contract. If you want to modify this date, it must be after the end date of the original contract. You can also decide not to enter it in order to keep the start date of the original contract. Duration: Enter the duration of the duplicated contract. You can also decide not to enter it in order to keep the duration of the original contract. Periodicity: Enter the periodicity of the duplicated contract. Revision date: Enter the revision date of the duplicated contract. The date of the next revision of services will be the one entered in this field. Leave this cell empty if you want services to be duplicated without any modification to the date. |
Duplicate lines with an end date |
Check this box if you want to duplicate all lines from the original contract, including the ones with an end date earlier or identical to the end date of the original contract:
Example The original contract is as follows:
The duplicated contract will be as follows:
Example The original contract is as follows:
The duplicated contract will be as follows:
Example The original contract is as follows:
The duplicated contract will be as follows:
Check this box if you want to duplicate only:
|
Duplicate custom data | Check this box if you want to duplicate custom data from the original contract to the new contract. |
Multi-project |
Check this box if you want to set the duplicated contract as multi-project. The Project, Phase and Sub-phase cells will be empty and not modifiable. If the original contract is already multi-project, the duplicated contract will still be multi-project, whether this box is checked or not. |
Tip
You can delete a line in the table by clicking on the line then on Delete the line at the top right of the screen. This contract will then not be duplicated.
5 | At the top right, click on Start the duplication process. |
The contracts are duplicated. Each duplicated contract can be opened by clicking on its number in the New contract number column.