How to: Remove Contract Lines

You may need to remove contract lines from the service contract as you remove corresponding service items from the service contract. Usually you remove a contract line that is expired or corresponds to the service item that has broken down.

To remove contract lines

  1. In the Search box, enter Service Contracts, and then choose the related link.

  2. Open the service contract from which you want to remove contract lines.

  3. On the Actions tab, in the Functions group, choose Open Contract to open the service contract for modification.

  4. On the Lines FastTab, select the contract line you want to remove. Fill in the Contract Expiration Date field with the date as of which you want to remove the line. For example, you could enter the date when the service item broke down.

  5. On the Actions tab, in the Functions group, choose Remove Contract Lines. The Remove Lines from Contract window opens.

  6. On the Service Contract Line FastTab, fill in the default filters: Contract No., Service Item No., and Contract Type. If needed, you can apply more filters or change the existing ones.

  7. On the Options FastTab, fill in the necessary fields. In the Action field, select Delete Lines.

  8. Choose the OK button to remove the lines.

Note

If the contract is not detailed, you must update the value in the Annual Amount field on the Invoice Details FastTab in the Service Contract window, reflecting the loss of the service item from the contract. If the contract is detailed and prepaid, and you have posted invoices for the contract, you can create a credit memo for the contract. On the Actions tab, in the Functions group, choose Create Credit Memo. This is unnecessary if the check box in the Automatic Credit Memos field on the Invoice Details FastTab is selected. In that case, a credit memo is created automatically when you remove a contract line.

See Also

Tasks

How to: Cancel Contracts
How to: Create Contract Service Credit Memos

Other Resources

Automatic Credit Memos