Skip to main content
Share / Export

JB Contract Info

Company Tracker action: implementation-setup-jb-contract-info Milestone: Job Billing / Module Setup (milestone_id=8, core_milestone_id=2) Order: 10 Estimated duration: N/A Typical owner: —

Purpose​

This form is not part of Implementation Module Setup.

Prerequisites​

None for Module Setup — do not treat this as a go-live setup action.

Vista configuration article​

See the detailed Vista guide (form still exists for day-to-day use):

Understanding JB Contract Info

Field meanings and form steps live there. Do not restate them on this page.

Implementation guidance​

  • Out of scope for Module Setup. JB Contract Info is only a replication of the billing info tab on JC Contract. Setup and cutover decisions belong on JC Contracts (billing / JB Info), not as a separate JB Tracker action.
  • Decide: mark this Tracker action N/A / hidden for implementation. Do not load a separate master here.
  • Accept means the owner confirms billing defaults are handled on JC Contracts (and related JB Co Params / templates), not via this duplicate form.

Tips and gotchas​

  • Do not dual-maintain billing defaults on JB Contract Info and JC Contract — use JC Contract billing info.
  • Vista article remains for users who open the form; Tracker Module Setup should skip it.

Done when​

  • Tracker action is N/A / hidden for Module Setup.
  • Contract billing setup is owned on JC Contracts (JB Info), not this page.