This action assumes that you already have a Service Contract with an existing Block Amount
- On the Service Contract Line Items tab, with the form in Edit mode, click the ADD icon
- Select Add Block Amount
- In the pop up window that appears, specify the Amount
- Click OK button.
- System adds a new Line Item and for that line, populates Block Amount value on the Line Items > Detail sub tab > Block Amount
- Click the form SAVE icon
- From the form Extended Menu, select Invoice Block Amount. In the pop up window that appears, confirm this action.
- An Un-posted Invoice will open. From the Extended Menu on this Invoice, select Post Invoice.
- In order to apply the Block Amount to the Customer’s Service Call,
- 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 AND system has updated the Service Contract > Details tab > Block Amount Balance field