JB Bill Initialization

JB Bill Initialization creates bill records for a processing group or for selected contracts (progress or T&M).

Before you start

• Contract items have the correct bill type (P, T, or B).
• For T&M, the template is assigned on the contract and cost detail is ready through the cutoff.

Steps

1. Open JB Bill Initialization.
2. Choose whether you are initializing for a processing group or for an individual/range of contracts.
3. For progress billing, initialize here or add a bill directly in JB Progress Billing.
4. For T&M, initialize here so cost detail is pulled into the bill for the cutoff month/date you specify.
5. Complete initialization, then edit bills in Progress Billing or T&M Bill Edit.
6. You can minimize (not close) the init form while you correct bills, then return if needed.

Notes

• Wrong bill type or missing T&M template prevents a usable bill—fix the contract before re-initializing.