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Editing T&M Bills

JB T&M Bill Edit edits invoices created by JB Bill Initialization, or lets you enter a T&M bill by hand. From here you edit the header, open child forms for line sequences, Job Cost detail, and miscellaneous distributions, or delete an entire invoice.

Line amounts, JC detail billable flags, and misc distributions are not edited on this header form — use the child forms linked from it (JB T&M Bill Lines, JB T&M All JC Detail Lines, JB T&M JC Detail for Lines, JB Miscellaneous Distributions).

Before you start​

  • Contract exists in JC Contracts with a customer. Initialization only adds contract items with Bill Type T&M. Manual entry adds the same items after you enter the contract.
  • JB T&M Template is set (from init or JB Contract Info). You cannot change the template once lines exist.
  • Invoice number is required before JB Interface. If JB Company Parameters Auto Sequence Invoice # is off (or on but numbers were not assigned at init), enter up to 10 characters. Auto-sequenced init bills keep their number; a new manual bill gets the next sequential number.
  • Review/approval fields appear only when JB Company Parameters Use Review and Approval Workflow is checked. Reviewer group type 3-Job Billing defaults from JB Contract Info. Contract Review Level gates interface (for example level 3-Sent to Customer requires Sent to Customers or Approved for Billing).
  • Bill control: Assigned To owns change/delete; other users may be blocked. Month close can block change/delete even for the assignee.

Steps​

  1. Open JB T&M Bill Edit. Enter Bill Month, then Bill Number (F4 for existing). For a new bill enter N or New — the system assigns the next sequential bill number. Options > Show All Invoices lists all current JB company invoices on the Grid tab (session-only; not saved).
  2. Confirm header fields:
    • Contract — required for manual entry; disabled after save (init already sets and disables it).
    • Customer — defaults from JC Contracts; overridable. If none, enter one.
    • Template, Application # (0–32767; defaults to next for the contract, or 1).
    • Invoice Desc (up to 30) — from init “Description to Use”, else T&M → Customer Reference on JB Contract Info or “JB T&M”; bill type Both → “JB App # XX”; non-contract → “JB T&M”. Interfaces to AR Invoice Header Description.
    • Status — A-Active (new); N-Never Interfaced (dual Progress+T&M item so only one side hits AR); after interface: C-Change (auto when you change an interfaced bill), D-Delete (interfaced invoice, open month only), I-Interfaced (auto).
    • Process Group (optional; from JB Contract Info), Receivable Type (JB Contract Info → AR Customers → AR Company Parameters; drives GL at interface).
    • Restrict by Item Bill Group / Item Bill Group (up to 20 characters, not validated; only restricts init).
    • Optional Override GL Revenue Account.
    • Invoice Date (init date, or today if manual), Payment Terms (JC Contracts, else AR Customers), Due Date, Discount Date, optional From/To Date.
    • Address fields — override from JB Contract Info, else AR Customers billing address.
  3. If review workflow is on and Status is A-Active or C-Change, set Bill Status Tracking: JB Reviewer Group, Assigned To, Ready for Review, Draft Approved, Sent to Customers, Approved for Billing (each check stamps User ID and Date). Reviewers tab is display-only (group members).
  4. Review display-only tabs as needed: Field Tickets (tickets after approved and added manually, via init, or JB T&M JC Detail Fill Grid — deleting a ticket line and confirming Yes removes all lines for that ticket, sets the JC Field Ticket back to Approved, and clears Bill Month/Number); Recipients (defaults from JC Contract Recipients Detail; edits here do not write back; Delivery P-Print needs address, E-Email needs email — multiple emails semicolon-separated); Delivery (sent history).
  5. Add or edit bill lines on JB T&M Bill Lines (from this form):
    1. Line = New, N, or +.
    2. Template Seq = a sequence on the T&M template.
    3. Enter Template Sort Order fields (for example Job/Phase if that is the sort order).
    4. Override Basis only if needed — detail sequences usually set the basis. Source-type sequences cannot be overridden here; edit them in Detail.
    5. Markup Rate and Additional Markup default from the template sequence. Changing them changes the line total, not each detail sequence’s markup — edit detail markups manually.
    6. Reseq Lines renumbers in steps of 10 without changing sort order.
    7. Save the line, then open Detail Sequences for JC detail as needed.
  6. Use JB T&M All JC Detail Lines / JB T&M JC Detail for Lines to set billing status of JC transactions or remove them, and JB Miscellaneous Distributions for misc amounts that interface to AR.
  7. Save the bill. Interface later with JB Interface (invoice number required; Status becomes I-Interfaced).

Hard rules​

  • Closed month: blue warning — you can change a closed-month billing, but you cannot add or delete billings in a closed month. Bill control may still block the assignee after month close.
  • Future billings for the same contract/customer: red warning.
  • Soft/hard-closed contract (shown in red): save is allowed only if JC Company Parameters allow posting to soft- and/or hard-closed jobs; otherwise you cannot save.
  • Template is locked after lines exist. Header markup edits do not push down to detail-sequence markups.
  • D-Delete applies only to a previously interfaced invoice in an open month.

Notes​