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- Choose Microsoft Dynamics GP > Tools > Utilities > Service Management > Contract Utility.
- Complete the following fields, as necessary.
Select Action: Choose
Choose to either copy or move the contract information. If you choose Copy, the source record is left unchanged. The transfer of service history is not available for the copy process. If you choose Move, the source record information is moved to the destination record.Note When using the move process, the source contract is deleted.
- Start Date, Expiration Date: If
If you chose Copy, enter dates for the new (destination) contract. - Customer ID, Location ID, Contract Numbers: Enter
Enter the source record information. - Customer ID, Location ID, Contract Numbers: Enter
Enter new record information for the destination. If you are moving the contract information, the source information is erased. - All, Escalation, Revenue/Cost, Service History, Attached Equipment, Task Schedule: Mark
Mark the check boxes for the information you wish to move or copy. If you mark Service History, enter dates in the From and To fields. Marking the Attached Equipment check box enables the Task Schedule check box. - Start Task Schedule based on first available service date: Mark
Mark this check box if you want the maintenance tasks on a contract to be scheduled on the first available service call date, regardless of the task's schedule. This check box is enabled only for 2, 3, 4, or 6-month tasks.
- Choose OK. The display indicates when the move or copy is successful. If duplicate equipment was found at the destination location, you receive an error message and the copy/move is terminated. To avoid this situation, rename the equipment at one of the locations.
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