Microsoft Dynamics CRM 4.0 User's Guide - MAEIL, Information ...

. In the Contract form, on the Actions menu, click Copy Contract.c. In the Copy Contract dialog box, clear Include canceled contract lines unless you want tokeep them, and then click OK.In the original contract, contract lines were canceled when they expired or the allotment isexceeded. If you want to reuse the contract lines, do not clear the check box.4. On the General tab, you must enter information in the following boxes:CustomerSelect the customer who this contract covers. You can select a record from a filtered list inthe Form Assistant pane, or you can click the Lookup buttonrecords.to search for otherContract Start DateContract End DateWhen the contract is saved, the Contract ID is automatically assigned by Microsoft Dynamics CRMand the Duration in Days is calculated by Microsoft Dynamics CRM based on the contract start andend dates. A contract address is required to change the status of the contract to invoiced.In the Billing Information area, the fields are completed automatically by Microsoft Dynamics CRMwhen the corresponding Heading area fields are entered; however, you can change or enter theinformation as required. Bill To Address is required to change the status of the contract toinvoiced.In the Pricing area, the amounts are read-only, and are calculated based on the pricing anddiscounts entered in the contract lines. To change the pricing, update the contract lines. Torecalculate the amounts, on the Actions toolbar, click Recalculate.On the Details tab, enter additional information about the contract.In the Contract Type area, you can change the discount and service level. Discounts for contractlines are given the same discount type that you select here. Service levels are defined by yourbusiness's guidelines.In the History area, the following fields are automatically completed when the contract was created.Originating ContractThe contract that the current contract was copied from. This field cannot be changed.OwnerThis box is filled automatically with the name of the user who is creating the record. You canclick the Lookup buttonto search for other records.Contract TemplateYou can change the contract template, if the contract status is draft.On the Notes tab, click Click here to enter a new note, and add the information thatapplies to your record.Click Save or Save and Close.After the contract is invoiced, the contract becomes active when the start date is reached.Resolve potential duplicate records.Microsoft Dynamics CRM 4.0 User’s Guide 387