Can I copy a batch of Contracts to their next term at once?

[Product FAQ]

Can I copy a batch of Contracts to their next term at once?

[Support Team]

Re: Can I copy a batch of Contracts to their next term at once?

Yes. From the Contracts window, you can select the Batch Copy of Contracts for New Date Range option. Selecting this option will open a wizard window.

Using the Batch Copy of Contracts wizard, you can easily copy a batch of existing expiring Contracts to new Contracts that will be used for the next contract term (i.e. for the next month).

You can copy Contracts that will expire soon and ones that have already expired.

In the first step of this wizard you need to select the Contracts you want to copy to the next date range. To make the selection easier, you can filter the Contract list according to the Contract expiration date and the contract type.

Please note that by default, expiring contracts that already have new contracts for the next date range won’t be displayed in the list.

After selecting the Contracts to copy, click Next. You will then be moved to the next stage where you'll be asked to select the new Start and End dates for the new Contracts. You have several advanced options at this stage so it will be much easier for you to set the new date range.

Then you should click on the Create Contracts button. The new contracts will be created. These new contracts will be identical to the contracts they were copied from except for the fact that their sub-code will be incremented by one and that they will have a different date range than the original contract.

When the wizard completes, it displays a list of all newly created contracts.

The system will select the new copied contract as the default contract for the Account automatically, according to its Start Date. This means that you can copy a contract any time prior to its end and the system will only start using it when the previous contract expires.

Note: In order for the system to automatically select a contract by date, you should make sure the default contract selection for the Account is set to 'Automatic'.