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JB Move Bill Month

JB Move Bill Month moves active job billings (Progress, T&M, and Both) to another billing month — usually forward so you can close the current month without deleting unposted bills and re-entering them. You can also move back. The move does not interface the bill to AR and does not change the display-only bill information on the form.

Before you start​

  • Source (Bill Month) and destination (Target Month) are open. The form topic requires both AR and GL; the procedure and field definitions say GL only. Keep both AR and GL open for the source and target months to satisfy the stricter rule.
  • The bill is not interfaced to AR and is not in an open interface workfile or batch.
  • For Progress or Both: any subsequent bills for that contract must also be unposted and not in an open interface workfile/batch (form rule; the short procedure only mentions the selected bill).
  • Know the current bill month and the open target month.

Steps​

  1. Open JB Move Bill Month (Job Billing → Programs).
  2. Enter Bill Month — the month the bill is in now (must be open in GL; prefer AR open too).
  3. Enter Target Month — a later or earlier open month.
  4. Enter Bill Number, or F4 to pick from bills in that Bill Month. Bill Information shows invoice number, customer, contract (if any), and bill amount — display only.
  5. Click Move Bill, confirm, then OK.
  6. The bill’s month becomes the target month. The system assigns a new bill number (next sequential number available in the destination month). The old number is not kept. Leave the form open to move more bills, or close when done.

What moves with the bill​

Bill typeMoving to a later monthMoving to an earlier month
Progress or BothAll subsequent bills for that customer/contract in the same month also move; previous amounts and % complete are adjusted. Bills already in the later month shift forward there so order is kept.Previous bills for that customer/contract in the original month also move. Subsequent bills stay.
Straight T&M (all items T&M)Only the selected bill moves (no previous-bill dependency).Same — only the selected bill.
  • For all types: recipients move with the bill when Invoice Delivery is on.
  • Help states that Job Cost detail associated with the bill is updated (wording sits after the T&M bullet; treat as applying when JC detail is on the bill).
  • Retainage is not documented on these pages. The move does not post to AR.

Hard rules​

  • Closed source or target month blocks the move.
  • Already interfaced, or sitting in an open interface workfile/batch, cannot move.
  • Progress/Both cascade in the same month as described above; straight T&M does not cascade.
  • Moving earlier does not move later bills created for the contract.
  • New bill number in the destination month; old number is discarded.

Notes​