Skip to main content
Share / Export

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.

Getting Started screenshot

Fields​

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

Buttons​

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