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
- Go to the posted Invoice for the Service Call, then click on the WO / Invoice tab
- In the Invoices grid, drill into the Invoice
- From the Invoice Extended Menu, select “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
- Also, system has updated the Service Contract > Details tab > Block Amount Balance field