Service Contract

2:47

Apply a Service Contract Block Amount Against a Service Call

Scenario:

• You have a Block Amount Service Contract with a non-zero balance.
• There is a posted Invoice for a Service Call
  • This Service Call is linked to the Block Amount Service Contract (via the line item)
  • You want to apply part or all of the Block Amount to that Service Call Invoice

1. Go to the posted invoice for the Service Call
2. Select the Invoice > Extended Menu > Apply To Block Amount
   • Specify the amount you would like to use up from the Block Amount balance
   • Notice system has updated the Invoice’s balance, reflecting the Block Amount applied
3. Also, system has updated the Block Amount Service Contract > Header tab > Block Amount Balance field