Drawing down the header allowance

Use this procedure to move allowances, which are estimates, to line amounts, which are actuals that are invoiced. If the allowance balances are drawn down to zero, the allowance is closed. You must specify the decrease to the allowance amount and the increase to the line amount separately.

  1. Select Manage Contracts.
  2. Open a contract record.
  3. On the Change Orders And Allowances tab, open a change order record.
  4. On the Change Order Detail tab, click Draw Down Header Allowance.
  5. Specify this information:
    Description
    Provide a description for the draw down.
    For Allowance
    Select the header allowance to draw down.
    Change Reason
    Specify a reason for the change order.
    Increase To Line Amount Or Amounts
    Specify the amount to add to the line amount or amounts.
    Decrease To Allowance Amount
    Specify the amount to subtract from the header allowance.
    Allocate Draw Down
    Select this check box to allocate the draw down automatically. Otherwise, clear this check box and select the Draw Down To Line.
    Draw Down To Line
    Select a line to allocate the draw down.
    Document
    Attach a document that contains additional draw down details.
  6. Click Submit.