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Initialize Progress Bill Form

Getting Started

The Initialize Progress Bill form appears when you use the corresponding blue action button. This process will initialize JB Progress Billings for the marked Contract numbers.

Fields

  • Invoice DateThis becomes the Bill Month and Invoice Date.
  • Initialize OptionThis determines what Contract Items will be included in the intialization.
  • Field ValuesP-Progress (P) Items Only
  • X-Progress (P) and Both (B) Items as Progress

Buttons

  • InitializeThis starts the bill initialization process.
  • When the process finishes the corresponding bill header and bill item records will download in separate worksheets.
  • CancelThis cancels the process and closes the form.