Copying contract templates - HxGN EAM - 12.0.1 - Help - Hexagon

Copy the header details and child records of customer contract templates to quickly create a new template.

To copy contract templates:

1. Select Work > Contract Management > Contract Templates.

2. Select the contract template to copy, and then click the Record View tab.

3. Right-click on the form, and then select Copy Contract Template.

4. Specify this information:

   New Template Code - Specify a unique code identifying the new contract template, and then enter a description of the contract template in the adjacent field.

5. Select the related details to copy to the new contract template:

   • Custom Field Values

   • Clauses

   • WO Criteria

   • Sales Prices

   • Discounts

   • Charge Definitions

   • Commodities

   • Comments

   • Documents

6. Click Submit.