How to copy an existing contract in Partner Management Portal

Introduction

This article guides Partners and Vendors through the process of copying existing contracts in the Partner Management Portal. The Copy Contract feature streamlines contract creation by allowing you to duplicate an existing contract's configuration while setting up a new agreement. This saves time and ensures consistency when creating similar contracts with different consumers or slight variations.

In this article:

• Accessing the Copy Contract Feature
• Understanding Pre-Filled and Editable Fields
• Saving Your New Contract

Accessing the Copy Contract Feature

To copy an existing contract, follow these steps:

1. Select a Vendor from the available list

Navigate to the My vendors section and locate the vendor for whom you want to create a new contract.

2. Go to Connections Management

Click on the CONNECTIONS MANAGEMENT option to view all contract-related options.

3. View existing Contracts

In the Contracts section, you'll see a list of all existing contracts with their details including Consumer, Contract Type, and Start Date.

4. Click the Copy button

Locate the contract you want to copy and click the Copy button on the right side of the contract row.

Understanding Pre-Filled and Editable Fields

When you click the Copy button, a new contract creation page opens with several fields automatically populated from the original contract. Understanding which fields are pre-filled and which require your input is essential for efficient contract creation.

Fields That Are Blank

The following fields will be empty and require your input:

• Consumer - You must select the consumer for the new contract
  
• Domain name - This field remains blank even if the copied contract had a value
  
• External ID - This field remains blank even if the copied contract had a value
  

NOTE! The Start Date field is automatically set to today's date (the date when the copy is made) in the Copy contract form and cannot be edited. This ensures the new contract begins on the current date.

Once the contract is saved the date is displayed as Jan 1, 2015

Fields That Are Pre-Filled and Editable

The following fields are automatically copied from the original contract but can be modified if needed:

• Countries - Geographic regions covered by the contract
• Industries - Industry classifications applicable to the contract
• Currency - The currency used for billing and pricing
• Tier - The pricing tier assigned to the contract
• Contract Type - The type of contract (e.g. Distribution Services)
• Billing Cycle Day - The day of the month when billing occurs
• Invoice Source - the source of the issued Invoice
• Invoice Frequency - information regarding Billing's frequency

You can adjust these fields based on your specific business requirements for the new contract. The flexibility to edit these fields allows you to create variations of existing contracts without starting from scratch.

Available Contract Types

After filling in the necessary fields, the system displays available contract types. You can review and edit these if needed to ensure the correct contract types are assigned.

Saving Your New Contract

Once you have reviewed and filled in all required fields:

1. Click the Save button

After confirming all information is correct, click the green Save button at the bottom of the form.

2. Verify the new contract

Upon successful submission, the new contract is saved in the system and appears in the contracts list for the selected vendor. You can verify it by checking the contracts table, which will show your newly created contract.

Summary

The Copy Contract feature in the Partner Management Portal provides Partners and Vendors with an efficient way to create new contracts based on existing configurations. By automatically pre-filling fields such as Countries, Industries, Currency, Tier, and Contract Type, the feature significantly reduces the time and effort required for contract creation. While the Consumer field must be manually selected and the Start Date is automatically set to today's date, all other copied fields remain fully editable to accommodate specific business needs.