As the variations in contract parameters and pricing may be only minimal, it is possible to clone an existing contract and apply the required changes to the new copy, thus saving time and effort.
The procedure to clone a contract is as follows:
- Navigate to Quick Menu > Repairs > Configuration > Contracts. The Contract Details window is displayed.
- Expand a contractor from the alphabetical list and select an associated contract, or type the contract name into the Search Contract field. By default the list is filtered to show Current contracts. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations
1.
- With the correct contract displayed, click on Pricing. The Pricing tab is activated.
- Click on Clone Contract. The Contract Details window is displayed, and populated with all attributes of the source contract.
- Enter the Contract name for the new contract into the field provided 2.
- Using the Companies drop-down field, multi-select all companies for which this new contract is relevant, or choose the All option, as required
1.
- Amend the Effective from date for this new contract, as required i.e. the date on which the contract came into effect 3.
- Amend the Effective to date to capture when the contract expires or to reflect a known change of circumstances.
- Where the contractor is able to provide quotations under the terms of this new contract, ensure the Allow quotes tick box is activated.
- Using the Appointment mechanism drop-down field, reaffirm the parameter value that is supported by the contractor (e.g. on-line diary management).
- Using the Default cost appointment drop-down field, reaffirm the parameter that reflects how the order value will be split across the task components (e.g. All to first task, Evenly, Percentage proportion).
- Click on Save. The cloned contract appears in the alphabetical list underneath the Contractor heading, reflecting the same attributes as the source contract for Parameters, Pricing and Definition. Separate help topics describe the process for adjusting the assigned parameters and pricing rules, as well as linking the contract to an alternative definition, where required.
Tip
1 Where only a small number of parameter values are not required, activate the All tick box first and then de-select individual items from the full list, as required; the All tick box will be automatically removed once an item is de-selected.
Note
1 The Search Contract field will match against any element of the contract name.
2 System validation rules ensure that the description entered for each new contract is unique for the effective period.
3 The Effective from date defaults to that linked to the source contract and cannot be left blank.
See related topics...
To define contract parameters
To define contract pricing rules
To add a contract definition
To create a new contract
Contract maintenance overview
To create a new contractor
