Contract Roll Forward

The Contract Roll Forward feature allows Purchase Orders and Sales Orders with an Order Type of Contract to be copied from one month to the next. The Contract Roll Forward can be initiated at any time, although it is recommended to be run during the last week of each month for the next month.

This tool gives users the option to either roll forward Purchase & Sales Orders, Purchase Orders Only, or Sales Orders Only. When run, cieTrade.net will create a copy of each order that is marked as a Contract and date the new Order for the first of the month in the new period selected. 

To use the Contract Roll Forward tool, navigate to Orders > Contract Roll Forward.

When the Orders are rolled forward into the next period, they will maintain the previous month’s pricing model.  As shown above, options in the Contract Roll Forward module allow pricing to be reset to zero and the original Orders to remain in Open status.

If you have additional questions, please contact the Support Team via email to  support@cietrade.net.