The Reconcile process is run when an annual contract's costs, billing, and/or revenue amounts are off. The procedure runs through the 815 and the 701 tables to accumulate the total costs, billing, or revenue and then will update the 500 and 505 tables. This process is run from the Maintenance Contract window for an annual contract.
- Go to Cards > Service Management > Service Manager.
- Select a customer, select Additional, and then select Contract.
- Select the contract.
- Click the Revenue/Cost button.
In the Revenue/Costs window, select Reconcile.
Reconcile does not display for multi-year contracts.
- From the drop-down, select:
- Reconcile Cost
- Reconcile Billing
- Reconcile Revenue
- Enter the password to run the procedure, if prompted. See Reconcile Maintenance Contract Password Setup.