- Create a Service Contract manually (see below) or refer to an existing Service Contract (go directly to step #2)
- Go to Sales or Service > Customers
- Search for the Customer record
- On the Srv Cont tab, click the grid Add icon
- Set up the Service Contract including Line Item(s) and details
- On Line items tab, in Edit mode, click the Add icon
- Select Add Block Amount
- Specify the amount
- Click Submit
- Click the Save icon
- System populates Block Amount value on the Line Items > Detail subtab > Block Amount
- In order to apply the Block Amount to the Customer’s Service Call
- Invoice Service Contract form > Extended Menu > Invoice Block Amount, and
- Post the invoice
- Notice on the Service Contract > Header tab > Block Amount Balance field now includes the Block Amount (previously 0.00)