If you change the annual amount of the service contract or contract quote, you may need to distribute the difference between its new and calculated annual amounts on the contract lines. Even distribution is one of the automatic distribution methods that can help you spread equally the new and calculated annual amounts difference between line amounts on the contract lines. The following list of distribution procedure steps describe the main idea of this method:
The difference between the new Annual Amount and Calcd. Annual Amount field values is divided by the number of the contract lines in the service contract or contract quote.
The Line Amount field value is updated by adding the result of the previous operation.
The contents in the Line Discount Amount, Line Discount % and
Profit fields are updated in relation to the new value in the Line
Amount field in the following way:
Line Discount Amount = Line Value - Line Amount.
Line Discount % = Line Discount Amount / Line Value * 100.
Profit = Line Amount - Line Cost.
The steps 1 to 3 are repeated for each contract line.
There is no check mark in the Allow Unbalanced Amounts field in the service contract that contains three contract lines with such information:
|
|
Line Cost |
Line Value |
Line Discount % |
Line Discount Amount |
Line Amount |
Profit |
|
Item 1 |
30,00 |
40,00 |
0,00 |
0,00 |
40,00 |
10,00 |
|
Item 2 |
40,00 |
50,00 |
10,00 |
5,00 |
45,00 |
5,00 |
|
Item 3 |
50,00 |
70,00 |
10,00 |
7,00 |
63,00 |
13,00 |
The Annual Amount field value is equal to the contents of the Calcd. Annual Amount field which is always set to the sum of the line amounts. In this case, it is equal to 40 + 45 + 63 = 148.
If you change the Annual Amount to 139, the program will calculate the amount that should be added to each Line Amount field value. This amount is calculated by subtracting the Calcd. Annual Amount from the new Annual Amount field value and dividing the result by the number of the contract lines in the service contract. In this case, it will be equal to (139-148)/3 = -3. Then, the last calculated figure is added to each Line Amount field value and the Line Discount %, Line Discount Amount and Profit field values are updated using the formulas in the procedure described above.
Finally, the contract lines will contain this data:
|
|
Line Cost |
Line Value |
Line Discount % |
Line Discount Amount |
Line Amount |
Profit |
|
Item 1 |
30,00 |
40,00 |
7,50 |
3,00 |
37,00 |
7,00 |
|
Item 2 |
40,00 |
50,00 |
16,00 |
8,00 |
42,00 |
2,00 |
|
Item 3 |
50,00 |
70,00 |
14,29 |
10,00 |
60,00 |
10,00 |
Automatic Distribution of the Annual Amount Difference
Changing the Annual Amount of the Service Contract
Distribution Based on Line Amount
Manual Distribution of the Annual Amount Difference