How to: Insert Service Contract Lines into Service Contracts or Contract Quotes

Article
09/25/2015

You may need to insert the contract or contract quote lines to register service items in the service contract or service contract quote that are already included in a different service contract or service contract quote.

To insert a contract line into a service contract or service contract quote

In the Search box, enter Service Contracts or Service Contract Quotes, and then choose the related link.
Open the relevant service contract or service contract quote that you want to insert lines into.
On the Actions tab, in the Functions group, choose Open Contract to open the contract for editing.
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 distribute the annual amount difference automatically on the contract lines after you change the annual amount.
On the Actions tab, in the Functions group, choose Select Contract Lines or Select Contract Quote Lines. The Contract Line Selection window opens, showing all the service items registered to the customer. If a ship-to address is specified in the contract or contract quote, it will be displayed in this window.
Select the service items you want to include in the service contract or service contract quote, and then choose the OK button.

Repeat these steps for each service item you want to include in the service contract or service contract quote.

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How to: Insert Service Contract Lines into Service Contracts or Contract Quotes

To insert a contract line into a service contract or service contract quote

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