If you are going to change the annual amount of the service contract or contract quote, you will need to distribute the difference between the new and calculated annual amount values on the contract lines. You can do it manually or let the program do it automatically.
Open the Service Contract or Service Contract Quote window.
Press F5 to open the Service Contract List window and select the relevant contract or contract quote. Then click OK to open the Service Contract or Contract Quote window containing information for this service contract or contract quote.
Click Functions, Open to open the contract or contract quote for editing.
Clear the check box in the Allow Unbalanced Amounts field on the Invoice Details tab.
If the contract or contract quote was already opened and the Annual Amount field value is not equal to the Calcd. Annual Amount field value, skip the next step. The contract or contract quote was already opened if its Change Status field value was set to Open when the Service Contract or Service Contract Quote window appeared.
Change the contents of the Annual Amount field according to your needs. Note that it is not possible either to sign (convert into a service contract if you are working on a contract quote) or lock the service contract or contract quote if it has a negative annual amount. If you set the annual amount to zero, the contents of the Invoice Period field should be None when either signing (converting into a service contract) or locking the service contract (contract quote).
A dialog box with three options will pop up. Choose one of the options corresponding to the automatic distribution methods the program can run: even distribution, distribution based on profit and distribution based on line amount. Click OK. Notice that the value in the Calcd. Annual Amount field and the line amounts on the contract lines are updated. This means that the annual amount difference has been successfully distributed.
For Help about a specific field, click the field and press F1.
Changing the Annual Amount of the Service Contract
Distribution Based on Line Amount
Distribution Based on Profit
Manual Distribution of the Annual Amount Difference