You want to change the contract type of an existing contract

Pre-check

1. Navigate to the Contract Types / Accruals tab

2. Select the existing contract type

3. Note the stored classes on this record

4. Select the new contract type

5. Note the stored classes on this record

6. Check that any budgets on the contract to be changed that have stored values exist on both contract types

7. If this is the case, continue with the update

8. Otherwise, consult a Manager in your business

Process

1. Navigate to the Contracts / Billing tab

2. Select the required contract

3. Click Edit button

4. Lookup or enter the new contract type

5. Click Save button