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- Choose Cards > Service Management > Service Manager. Choose a customer, and use the Contract icon to open the Maintenance Contract window.
- Select a contract, and choose Revenue / Cost to open the Revenue/Costs window.
- If you want to edit the monthly breakdown of an estimate for a cost category, you can use the expansion button next to any estimate field to re-open the appropriate Estimate Costs window. If you want to edit the total estimate amount for a cost category, the new amount that you enter will be automatically distributed among the months of the contract per the existing percentage of the total estimate amount for each month.
- For additional distribution options, choose the expansion button after editing the total estimate amount. You will receive a message asking how the amounts should be generated.
- Evenly: Choose
Choose this option if you wish to split the new estimate amount evenly among the months. - Recent: Choose
Choose this option if you wish to base the new monthly estimates on each month's previous percentage of the total cost category estimate. - Manual: Choose
Choose this option if you wish to manually distribute the new estimate amount. The previous estimates populate, and it is up to you to add or subtract the appropriate amounts to equal the total estimate amount.
- Evenly: Choose