Clone Contract

Cloning a contract allows you to make a copy of a contract and change it into a Quote, Reservation, or an Open contract. No changes are made to the original contract. Any Asset Sale items will not be copied to the cloned contract. Additionally, any serialized items will be replaced with the header item.

Topics Included in This Article

• Getting there

• Cloning a contract

Cloning a contract

1. Follow the path below for your product.

   1. Expert: Program Menu > Counter System > Clone Contract

   2. Elite: Transactions > Clone Contract
       

2. Search for the contract you want to clone. You can search by contract number. You can enter SSC in the contract number field to search for closed contracts, or SSO to search for open contracts.
    
   

3. Choose the contract you want to clone. If the status of a contract is not bold, then it is a will-call contract.
    

4. Choose Yes when prompted “Is this the correct contract to clone?"
    
    

5. You will next be asked if you want to select a different customer. If the clone is for the same customer, choose No. If the clone is for a different customer, choose Yes.
    
    

6. If you select Yes, enter the name of the new customer in the Customer Selection screen.
    
    

7. Once the customer is chosen, enter your password if prompted to do so. 

    

8. If you select No, enter your password if prompted to do so.

    

9. You will then be required to enter the reservation pickup date. Select the appropriate date and time.
   
    
    

10. Next, enter the rental period. Please note: At this point, items have been recomputed. If you wish to change the price, you can do so by applying a special rate.
     
    

11. You will continue through the remaining steps of the contract by clicking OK in the contract processing screen and moving to the payment screen.

Important Notes

Note 1: If any items are unavailable during cloning, the overbook screen will appear, allowing you to overbook the item. If any items are inactive, they will be added to the cloned contract. You will not be warned that they are inactive; however, the item will indicate that it is overbooked. Also, if you have any items set up with critical levels, and you exceed those levels, a warning message will be displayed.

Note 2: If you are in Canada and this is a contract that was cloned before the PST tax law came into effect, you will want to check the PST option box at the top of the contract to bring in the PST taxes for each item. Otherwise, the PST tax will not be added. This is important since there is no way to go back and add it once the cloning process is complete.

Note 3: When cloned, the nontaxable flag of the items will be checked to ensure the items are set to the proper taxable/nontaxable status.

More Information / FAQ

Does cloning a contract change the original contract?

No. No changes are made to the original contract when you clone it.

Why are Asset Sale items missing from the cloned contract?

Any Asset Sale items will not be copied to the cloned contract.

Why did serialized items change when I cloned the contract?

Additionally, any serialized items will be replaced with the header item on the cloned contract.

What happens if items are unavailable or inactive when cloning?

If any items are unavailable during cloning, the overbook screen will appear, allowing you to overbook the item. If any items are inactive, they will still be added to the cloned contract and will indicate that they are overbooked.

Can I change prices on the cloned contract?

Yes. At the point when items have been recomputed, if you wish to change the price, you can do so by applying a special rate.