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The Reconcile procedure is run when an annual contract's costs, billing, and/or revenue amounts are off. The procedure runs through the appropriate table(s) to accumulate the totals for the option selected (costs, billing, or revenue)  and then updates the amounts displayed on the Revenue/Cost window. This process is run from the Maintenance Contract window for an open annual contract. These reconcile procedures may be password protected, see Reconcile Maintenance Contract Password Setup.

Note
titleNotes
  • These procedures run per contract and sequence. For example, if you have one contract that you've created a new contract from and still have the original contract open, the reconcile procedure will only update for the contract that you are viewing the Revenue/Costs for.
  • The Contract Reconcile procedures do not support multi-year contracts or closed contracts.

To run the Reconcile procedure:

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