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How to: Change the Annual Amount on Service Contracts or Contract Quotes

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. In the Search box, enter Service Contracts or Service Contract Quotes, and then choose the related link.

  2. Select the contract or contract quote you want to change the annual amount for.

  3. On the Actions tab, in the Functions group, choose Open Contract to open the contract or contract quote for editing.

  4. On the Invoice Details FastTab, 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 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. It is not possible either to sign, that is, convert into a service contract if you are working on a contract quote, or to lock a 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.

See Also

Tasks

How to: Automatically Distribute the Annual Amount Difference on Contracts
How to: Manually Distribute the Annual Amount Difference on Contracts

Concepts

Distribution Based on Line Amount
Distribution Based on Profit
Even Distribution