Setting Up JB Bill Groups

JB Bill Groups stores a description for a bill group on a contract. Bill groups let you process certain contract items together on billing invoices. This form is not required to use bill groups — it only assigns a printable description to a group of items.

Assign the group to items on JC Contracts (Items tab / bill group). Within a group, lines still show the contract item description or the item’s bill description from JC Contract Items.

Before you start

• Contract exists in JC Contracts.
• You know which item groupings need a description on the Progress Invoice by Bill Group (or a custom Crystal format).

Steps

1. Open JB Bill Groups.
2. Enter Contract (from JC Contracts). Only bill groups for this contract can be assigned to this contract’s items.
3. Enter Bill Group (up to 20 characters). Contract + bill group must be unique. When bills are generated in JB Bill Initialization, items with this group on JC Contract Items are grouped together on JB invoices.
4. Enter Description (up to 30 characters). Prints on JB Progress Invoice by Bill Group and can be pulled into custom Crystal invoice formats.
5. Save. On JC Contracts Items, assign the bill group to each item that should group together.

Notes

• You can put a bill group on JC Contract Items without defining it here; use this form when you need the group description on the invoice.
• A bill group cannot be assigned to another contract’s items.
• Set groups before initializing progress bills so items do not mix across invoice groupings.
• Related: JC Contracts, JB Company Parameters.