Copying Contracts for a New Vintage
Copying Contracts for a New Vintage
Contracts can easily be cloned to a new vintage.
Begin on the main Grape Contract Management Screen:
Select contracts you wish to work with by checking the boxes found on the left side of the screen (red box, above). Then click the Work with Checked button (red box on right side of screen, above), or press F6.
The Options Screen appears:
In the tan area, upper left, you'll see how many contacts you selected. You'll also see each contract listed in the grid to the right.
Click the Copy to New Vintage button or press F3 to copy contracts. If you wish to cancel press the escape key, click the "Back to Contracts" button in the lower right, or press F7.
You'll be prompted for the new Vintage Code:
If you haven't yet set up a Vintage Code for your new vintage, see Adding a New Vintage Code that follows this section.
Enter a valid vintage code and press the Accept button, or press enter to continue. Cancel, if necessary, by pressing F7, your escape key, or clicking the Cancel button.
If there are any errors in a contract, the system will notify you and that contract will not be copied. You will be asked to confirm your mass change. Click the Yes button or press F1 to continue. Click the No button, or press F2 to cancel.
Your mass addition of new vintage contracts is confirmed: