Cloning a Purchase Agreement

You can clone a Purchase Agreement record type and all of its lines as follows:

1. Click the Purchase Agreement tab.
2. Select the purchase agreement you want to clone.
3. Click Clone. A new confirmation window opens.
4. Click Clone to confirm.
5. [Optional] Edit any fields as required and click Save. For more information, see Purchase Agreement Fields.
6. [Optional] Edit, delete, or create any new lines as required and click Save. For more information, see Editing Purchase Agreement Lines, Deleting Purchase Agreement Lines and Creating Purchase Agreement Lines.

Notes:

1. Cloned purchase agreements and their lines have a "Draft" status by default.
2. Cloning a purchase agreement doesn't replicate any purchase agreement lines with a "Canceled" status, or any associations with change requests or purchase orders.