Adding Contract Lines to a Service Contract or Service Contract Quote

When a customer purchases a new item and wants to include it in the existing service contract or contract quote, you can register the item as a service item and then add it as a new contract line to the contract or contract quote.

To Add Contract Lines to a Service Contract or Contract Quote:

  1. Open the Service Contract or Service Contract Quote window.

  2. Press F5 to open the Service Contract List window and select the contract or contract quote you want to add a new contract line for. Then click OK to open the Service Contract or Service Contract Quote window containing information for this service contract or service contract quote.

  3. Click Functions, Open to open the service contract or service contract quote for editing.

  4. Go to the Invoice Details tab and select the check box in the Allow Unbalanced Amounts field if you want to change the annual amount and distribute the annual amount difference manually on the contract lines. Otherwise, clear the check box in the Allow Unbalanced Amounts field. This will cause the program to distribute the annual amount difference automatically on the contract lines after you change the annual amount.

  5. Go to the contract lines and insert a proper service item or item, or text description on each contract line. Alternatively, you may insert contract quote lines. Note that it is possible to create multiple contracts per service item to have it included in different service contracts or contract quotes at the same time. Check and correct the figures in the Line Discount %, Line Discount Amount, Response Time, Service Period and other fields as needed.

For Help about a specific field, click the field and press F1.

Related Topics

Inserting Contract Quote Lines

Changing the Annual Amount on the Service Contract

Creating Service Contracts and Service Contract Quotes

Creating Service Items

Removing Contract Quote Lines

 


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