Inserting Service Contract Lines into a Service Contract or Contract Quote

You may need to insert the contract or contract quote lines to register service items in the service contract or service contract quote that are already included in a different service contract or service contract quote.

To Insert Contract Lines into a Service Contract or Service 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 you want to insert lines into. Then click OK to open the Service Contract or Service Contract Quote window containing information for this service contract.

  3. Click Functions, Open to open the contract 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. Click Functions, Select Contract Lines or Select Contract Quote Lines. The Contract Line Selection window appears, showing all the service items registered to the customer. If a ship-to address is specified in the contract or contract quote, it will be shown in this window.

  6. Press Ctrl+F1 to select those service items that you want to include in the service contract or service contract quote, and then click OK.

Repeat steps 2 and 3 for each service item you want to include in the service contract or service contract quote.

Related Topics

Adding Contract Lines to a Service Contract or Service Contract Quote

Changing the Annual Amount on the Service Contract

Creating Service Contracts and Service Contract Quotes

Creating Service Items

Removing Contract Lines



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