Copy Customer Agreement

Explanation

This activity is used to copy an existing customer agreement to another customer.

If you have a valid-from date entered, you can copy the latest lines with valid-from date equal to or less than the specified date. If the date falls within an existing time frame with valid-from and valid-to date for a line, then that line will be copied. However if you do not enter any value in the Valid From field, all available lines will be copied.

If the customer agreement being copied already has valid sites defined and the copying is done to the same company the sites will also be copied. If the copying is done to a different company when the valid sites have already been defined, the agreement will be copied without the valid sites.

Prerequisites

System Effects