Copy Customer Contracts
- Approve a customer contract.
- Security:Process: Customer Contract - Coredomain in the Customer Contracts and Project Billing functional areas.
You can copy existing customer contracts when you want to create multiple contracts for
the same customer. Copying customer contracts helps to save you time by automatically
populating fields on the customer contract.
- From the related actions menu of the approved customer contract that you want to copy, select .Workday copies:
- Contract lines as numbered on the original customer contract.
- Billing and customer contract notes.
- Tax codes using the current tax rate.
- The billable project and any phases and tasks on the original customer contract lines.
- Only the current approved version of the customer contract for contracts with multiple amendments.
- Worktags on the original customer contract lines.
- Canceled or terminated customer contract lines.
- Associated billing or revenue recognition schedules.
Workday duplicates the original contract in
Draft
status.Make the necessary changes to the customer contract and submit it for approval. Workday
routes the customer contract copy to the
Customer Contract Event
business process for
review and approval.