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.
Open the Service Contract or Service Contract Quote window.
Press F5 to open the Service Contract List window and select the contract or contract quote you want to change the annual amount for. Then click OK to open the Service Contract or Service Contract Quote window containing information for this service contract or contract quote.
Click Functions, Open to open the contract or contract quote for editing.
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.
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.
Inserting Contract Quote Lines
Changing the Annual Amount on the Service Contract
Creating Service Contracts and Contract Quotes
Creating Service Items
Removing Contract Quote Lines