Changing the Annual Amount of the Service Contract or Contract Quote

You can change the annual amount of the service contract or contract quote to correct the amount that will be invoiced annually.

To change the annual amount of the 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 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.

  3. Click Functions, Open to open the contract or 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 automatically distribute the annual amount difference on the contract lines after you change the annual amount.

  5. Change the contents of the Annual Amount field as you need. Note that it is not possible either to sign (convert into a service contract if you are working on a contract quote) or to lock the service contract that has a negative annual amount. If you set the annual amount to zero, the contents of the Invoice Period field must be None when either signing or locking the service contract.

  6. Depending on whether the check box in the Allow Unbalanced Amounts field is selected or not, run either the manual or automatic distribution of the annual amount difference. As a result, the contract lines will be updated in a way so that the Calcd. Annual Amount field value is equal to the new annual amount.

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

Related Topics

Automatic Distribution of the Annual Amount Difference

Distribution Based on Line Amount

Distribution Based on Profit

Even Distribution

Manual Distribution of the Annual Amount Difference