Copy Contract |
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A Contract form now contains 2 new buttons on the App bar at the top right: Copy and Back to Back.
Selecting either of these buttons opens a normal data entry screen for a new contract but pre-populated with many the details from the original contract that is being copied. Selecting Back to Back rather than Copy reverses the contract type (a purchase is copied as a sale and vice versa). After copying the contract, all the data in the new data entry form may be edited as usual, such as selecting a new Counterparty.
Some fields that would normally always change are not copied, such as date related fields like contract date, pricing period and deposit date. For deliveries, the delivery period information is not copied. Other Risk tab pricing information or additional Finance tab costing information (such as additional insurance) are also not copied.
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