Duplicate Agreement

You duplicate a customer agreement in the Customer Agreements (SP) application. Duplicating a record copies most of the data to the new record. Duplicating a record is useful in several situations such as the following:

• you want to create an agreement with an existing customer that contains a new contract and you do not want to revise the original

• you want to create an agreement that is a template for new records.

You might need security authorization to perform this action.

To duplicate a customer agreement:

1. In the Customer Agreements (SP) application, display the record you want to duplicate.

2. From the Select Action menu, select Duplicate Agreement.

3. If the Agreement field is empty, enter a value.  

4. Enter a description in the Agreement Description field. To enter or view additional information, click Long Description .

5. Modify other fields of the new record as needed. See the topic Create a Customer Agreement for more information.

6. Click Save Agreement .

See Also

Create a Customer Agreement

Create a Revision