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View Full Version : Old contracts - what to do?


itognet
January 10th, 2012, 07:11 AM
Hi,

After batch copying last years contracts to a new year, what should I do with last year contracts? Complete/cancel them - Or it is meant that they should automatically close somehow ?

Support Team
January 10th, 2012, 07:31 AM
As their End Date has expired they system will not select them for you but rather the new Contacts, even in cases that the old Contract is still Active. However, you should probably change their status to 'Complete'.

HTH,
Dina

itognet
January 10th, 2012, 07:48 AM
Is it possible, to complete all contracts in few clicks ?

Support Team
January 10th, 2012, 08:26 AM
Yes! Open the Contracts main window and from the 'Contracts' menu select the 'Batch Complete Contracts' option. Done.

itognet
January 10th, 2012, 09:20 AM
Thanks.

One last question.

Should a Contract be called something speciel, or does it matter at all ?

Is there a problem, in renaming, a contract from:

KONT0022.0002 to KONT0022.2012 - So the year is in the contract. Can the system autoincrement to .2013 when copied to a new period. ?

Support Team
January 10th, 2012, 09:49 AM
Well, I guess this is totally up to you and I can definitely see why it makes sense in this case.
Contract codes can be renames from the 'Contracts' menu the 'Change Contract Code' option.