When you need to re-create a contract for the next fiscal year, use the Master Contract's Carry Forward functionality.  This will allow you to update your service rates (if needed), and bring forward all relevant information from the current contract.  Carry Forward can be done in one of three ways:

Carry Forward a Contract with ISAs/SGSAs that have the 'Carry Forward' option selected

1. Open the Master Contract that you want to carry forward
2. Before carrying forward the master contract, check to see if the associated ISAs and SGSAs have the Carry Forward option selected
3. Any ISA/SGSA that has the option checked off, will automatically get carried forward to the next contract
4. Once the appropriate ISAs/SGSAs have been checked off, click the Carry Forward Contract button located in the ribbon
5. A new window will pop up and ask for the details of the new contract - this is your opportunity to change service rates and applicable dates
6. Click OK, and the new contract will pop up
7. Edit the details of the new Master Contract as required, and click Save and Close

Carry Forward an ISA/SGSA from a previous contract

This method is used if you have already carried the contract forward and would like to bring an ISA/SGSA forward from the previous contract

1. Open the new contract and click on the ISAs or SGSAs tab
2. Click the Carry Forward button in the toolbar of the list (seen below)
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3. A new window will pop up showing the ISAs or SGSAs that are available to be carried forward
4. Select one or multiple, and click OK
5. You will now see the items you selected as part of this contract

Push forward an ISA/SGSA to a future contract

This method is used if you have already carried the contract forward and would like to push an ISA/SGSA forward from the previous contract

1. Open the previous Master Contract that has the ISA/SGSA that you would like to move to the new contract
2. Highlight the ISA/SGSA that you would like to push forward
3. Click on the Push Forward button in the toolbar of the list (seen below)
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4. You will be prompted to confirm you want to push the ISA/SGSA to the new contract, click Yes
5. A new window will pop up with the contract the item has been pushed to
6. Verify that it looks correct, and Save and Close that contract