Copying Limits

If Contract Limits is Yes, you are prompted to copy limits when you complete the second header frame in Contract Maintenance. Depending on the value of Item End Users, you are also prompted at lower levels in the contract.

If you respond with Yes, the system copies the limits as defined for the contract type into the header. If you respond with No, limits are not copied, but you can define limits unique to this contract. You may save time by copying and modifying limits, rather than starting over.

• After completing end-user default information, you are prompted to copy limits to the end user. If you respond Yes, you can copy limits from the contract header or the service type.

• After completing detailed line-item information, you are prompted to copy limits to the line. If you respond Yes, you can copy limits from the end user or the service type. If end-user limits do not exist, you can copy from the header or the service type.

• After completing item default information, you are prompted to copy limits to the default item. If you respond Yes, you can copy limits from the contract header or the service type.

• After completing detailed line-item information, you are prompted to copy limits to the line. If you respond Yes, you can copy limits from the default item or the service type. If default-item limits do not exist, you can copy from the header or the service type.

If you have modified limits at one level, you may want to use the modified version as a template for the next contract level.

The copy prompt initially defaults to Yes in Contract Maintenance. If you choose not to copy limits, you are prompted each time you edit the contract, but on subsequent edit sessions, the prompt defaults to No.

Important: The calculation of the amount accumulated against a limit occurs only when limits are copied into a contract and become part of it. It cannot take place for a contract type. If you respond with No to the copy limits prompt and do not define limits in Contract Maintenance, the system applies the level of coverage defined for the contract type without regard to limit amounts.

If you are using limit amounts or list price limits, the system converts them to the contract currency when they are copied into the contract using the effective exchange rate.

Note: If you are generating lines automatically using the Source field in the contract header, you do not have the opportunity to copy limits. The system creates each line without its own limits. See Automatically Generating Contract Lines.