Import an Existing Contract

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EQuIS 7  >>  SPM > SPM Desktop > Contracts >

Import an Existing Contract

This article describes how to import an existing Contract from another plan. Contracts can only be imported from same EQuIS Database.

 

Importing an existing contract will create a new contract for the current plan and copy Contract MAGs, Methods, Containers, and Costs into the new contract. If a contract already exists, import will just copy the items as stated above.

 

Select Contracts from the Plan Tab

 

Click Contracts to open the Contracts form.

 

20045-Contracts

 

Click Import Button

 

The Import Contracts Form will be shown.  Click Import to select the Contract to be imported.

 

20045-ContractImportButton

 

Select Plan and Contract(s)

 

Select the plan from the top part of the form which indicates the existing Plan Codes and contains the contract to be imported. Available contract plans are listed below.

 

20045-ImportLabContract

 

Select at least one contract to import, and click Import.

 

In a case where the selected contract already is defined in the current plan, SPM will ask to merge imported contract information with existing contract information. Imported MAGs, Methods, Containers, and Cost data will be added to current contract.

 

Once the import procedure is complete, SPM will display a status message to that effect. Close the message to return to the SPM Contract Form.