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JB T&M Template Material Rates

Company Tracker action: implementation-setup-jb-tm-template-material-rates Milestone: Job Billing / Module Setup (milestone_id=8, core_milestone_id=2) Order: 6 Estimated duration: 0.5 hours Typical owner: Controller / Billing

Purpose​

Material rate rows for a T&M template when material is billed from the template.

Prerequisites​

  • Parent JB T&M Templates pattern decided (and category checkboxes on when this form is used).

Vista configuration article​

See the detailed Vista guide:

JB T&M Template Material Rates

Field meanings and form steps live there. Do not restate them on this page. Use F1 on restriction/option fields for exact meanings.

Implementation guidance​

  • In scope when templates bill material via rate tables.
  • Same rule: Vista + F1 for restrictions; tip depth on Templates article.

Tip depth for T&M design (sort, sources, retainage bill type B, when categories/rates apply) lives on JB T&M Templates — do not duplicate a field encyclopedia here.

Tips and gotchas​

  • Thin Tracker page by design. Implement from the Templates article + Vista + F1.
  • Skip when material is not rate-table billed on T&M.

Done when​

  • Either: out of scope (N/A / hidden), or in-scope rows exist for go-live templates that need this form.
  • Owner accepts against the parent template pattern.