- Create a Service Contract manually (see below) or refer to an existing Service Contract (go directly to step #2)
- Go to Sales Main Menu > Customers or Service Main Menu > Customers
- Search for a Customer record
- On the Service Contracts tab, click the Service Contracts grid ADD icon
- Set up the Service Contract including Line Item(s) and details
- On Line Items tab, in EDIT mode, click the grid ADD icon
- Select Add Block Amount
- Specify the Amount in the pop up window that appears
- Click OK
- Click the SAVE icon
- System populates Block Amount value on the Line Items > Detail sub tab > Block Amount
- In order to apply the Block Amount to the Customer’s Service Call:
- Open the Invoice Service Contract form and from the Extended Menu select “Invoice Block Amount,” and
- Post the Invoice
- Notice on the Service Contract > Details tab > Block Amount Balance field now includes the Block Amount (previously 0.00)