How to: Manually Distribute the Annual Amount Difference on Contracts

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 distribute the difference manually or automatically.

To distribute the annual amount difference manually

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

2. Open the relevant service contract or service contract quote card.

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 Allow Unbalanced Amounts field.

5. Change the contents of the Annual Amount field according to your needs. It is not possible either to sign or to lock the service contract if it has a negative annual amount. If the annual amount is equal to zero, the contents of the Invoice Period field must be None when either signing or locking the service contract.

6. On the Lines FastTab, modify the values in the Line Amount field on the contract lines. Note that the contents in the Calcd. Annual Amount field is updated as soon as you change any line amount on the contract lines. The distribution is completed when the value in the Calcd. Annual Amount field is equal to the new annual amount.

See Also

Tasks

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

Concepts

Distribution Based on Line Amount
Distribution Based on Profit
Even Distribution