The Copy Lease Contract action allows you to create a new Lease Contract based on an existing one. This is useful when you want to reuse the same structure and contract lines but need a different contract number, customer, or contract dates.
Note
This functionality creates a new Lease Contract with status New. Prices and discounts are not created during the copy process.
To copy a Lease Contract:
- Open the Lease Contract Card you want to copy.
- Click Copy Lease Contract in the action bar.
- Fill in the copy dialog fields:
Assign Lease Contract No. from No. Series. If enabled, the system assigns the new Lease Contract number automatically from the number series. This is the default option.
Lease Contract No. If automatic numbering is turned off, this field becomes editable and you can enter the lease contract number manually.
Customer No. Specifies the Customer for the new Lease Contract. The copy cannot be completed without a Customer.
- Select OK to create the new Lease Contract.
After confirmation, the system creates a new Lease Contract based on the current one.
Note
Use this function when a new Lease Contract is largely based on an existing one and only a few key details need to be changed.
After copying (recommended checks)
After the new Lease Contract is created, review and complete the record:
- Verify the Lease Contract No.
- Confirm Customer information.
- Enter Contract Date and Contract Valid Until dates.
- Review Lease Contract header details.
- Review Lease Contract lines.
- Complete any remaining business-specific fields before continuing the standard Lease Contract process.
What is copied and what is not
All fields are copied unless they are listed below as excluded, reset or recalculated.
Fields not copied or reset from Lease Contract Header
Field |
Behavior in copied contract |
Notes |
No. |
Not copied |
New contract gets a new number assigned from number series (default) or entered manually. |
No. Series |
Not copied |
Used only for new numbering logic. |
Version No. |
Reset to 1 |
New copy starts as first version. |
Version Status |
Reset to New |
Always starts as a new draft. |
Status |
Reset to New |
Source status is not preserved. |
Approval Status |
Cleared |
No approval history is copied. |
Version Change Description |
Cleared |
New contract starts without change notes. |
Version Creation Date |
Set to current day |
Reflects new record creation. |
Contract Date |
Cleared |
User must enter manually. |
Contract Valid Until |
Cleared |
User must enter manually. |
Handover Date |
Cleared |
User must enter manually. |
Termination Date |
Cleared |
Termination history is not copied. |
Terminated By |
Cleared |
Termination history is not copied. |
Termination Notes |
Cleared |
Termination notes are not copied. |
Assignment Date |
Cleared |
Not transferred. |
Assigned from Customer No. |
Cleared |
Not transferred. |
Assigned from Cust. Name |
Cleared |
Not transferred. |
| Warranty Valid To | Cleared | User must enter manually. |
Deposit Term |
Cleared |
User must enter manually. |
Reminder Entry No. |
Reset to 0 |
User must enter manually. |
Customer Brand |
Cleared |
User must enter manually. |
Customer No. and customer-related fields |
Not copied from source customer |
These are based on the selected customer for the new contract. |
Fields not copied or reset from Lease Contract Lines
Field |
Behavior in copied contract |
Notes |
Lease Contract No. |
Replaced |
Linked to the new copied contract |
Version No. |
Reset to 1 |
New line version starts from 1 |
Version Status |
Reset to New |
Version status is restarted |
Status |
Reset to New |
Line status is restarted |
Starting Date |
Cleared |
Must be reviewed and entered if needed |
Ending Date |
Cleared |
Must be reviewed and entered if needed |
Customer No. and customer-related fields |
Not copied from source |
Expected to reflect the new customer context |