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JB Contract Info

JB Contract Info stores Job Billing fields for contracts that already exist in JC Contracts. Open it from JB Programs, or from the JB Contract Info tab on JC Contracts. You cannot create contracts here; saves update JC Contracts (and shared review fields on PM Contracts via table bJCCM).

Bill groups, tax setup, and rate tables are not on this form — use JB Bill Groups and related JB/AR setup instead.

Before you start​

  • Contract exists in JC Contracts (or PM Contracts). Soft- or hard-closed contracts show status in red; you can still save JB info even when JC Company Parameters block posting to closed jobs.
  • For T&M: JB T&M Templates exist. Template defaults from JB Company Parameters JB T&M Template only when the JC contract bill type is T&M or Both (new contract, or blank template then changed in JC Contracts).
  • For review workflow: JB Company Parameters Use Review and Approval Workflow is checked. Create the group in HQ Reviewer Groups with type 3-Job Billing. Review Level first defaults from Review Level for AR Interface on JB Company Parameters.
  • Receivable type / misc dist / address fall back to AR Customers (then AR Receivable Types / AR Company Parameters when the customer has none).

Steps​

  1. Open JB Contract Info and select Contract (JC Contracts lookup).
  2. Assign Processing Group (JB Processing Group). Sync is two-way: setting it here updates the processing group form; adding the contract there updates this field. Clearing it here also updates the processing group.
  3. Optionally enter Customer Reference (up to 30 characters; prints on the JB invoice, for example a customer PO). It defaults onto T&M bills (manual or init) only when a contract is specified and every contract item bill type is T&M.
  4. For progress billing contracts, set Progress-only options as needed:
    • Bill on Completion — one remaining bill (contract total minus previously billed) via JB Complete Bill. Allowed even if prior bills exist. Leave unchecked for phased progress bills.
    • Report Retainage at Item Level — checked = item-level retainage; unchecked = contract-level.
    • Rounding Option — No Rounding; Round Billing Only (nearest whole dollar; does not round amount due — if retainage is not rounded, amount due can keep cents); or Round Billing and Retainage. With item-level retainage, retainage rounds per item then the total updates. Without it, contract-level rounding runs, then item retainage, with the difference dropped on the last item.
  5. Set Receivable Type (default AR type for this contract’s bills; drives GL on interface) and Misc Dist Code when needed.
    • AR Invoice Entry: contract code, else customer, else null.
    • AR Cash Receipts: first invoice in the batch that has a payment; same cascade.
    • JB Progress Billing misc dist: default null (does not use the contract misc code).
    • JB T&M Bill Edit: manual add = null; init of Miscellaneous template sequences uses sequence code, else contract, else customer, else null.
  6. Assign T&M Template when the contract bills T&M (how JC detail accumulates). Optionally enter T&M Flat Bill Amount for template sequences type A-Amount with Flat Amt Option F-Flat Amount.
  7. Set JB T&M Limit Option: None; Contract (current contract amount); or Item (current item amount). Contract/Item compare current amount to billed-to-date plus the current invoice.
  8. Override billing address fields only when the invoice should not use the customer default: Address, City, State, Zip, Country, Add’l Address. Each blank field falls back to AR Customers separately. Use Add’l Address for an “Attn:” line while leaving other lines blank so contracts share the customer address. State is validated against HQ States using Default Country in HQ Company Setup; an invalid state errors but can be kept if Country is then a valid country for that state. Country (2 characters) is required when the address is outside Default Country (help also cites HQ Company Parameters for that default).
  9. Optionally fill Additional AIA Info (Architect Name, Architect Project, Contract for Description, Start Date). Informational only; prints on JB AIA Continuation and JB AIA Summary Change Order Form headings.
  10. If review workflow is on, set Review Level (0 Any through 4 Approved for Billing — minimum level required to interface to AR) and JB Reviewer Group (defaults onto Progress and T&M bills; overridable on the bill). Help wording around levels 0–3 vs interface eligibility is inconsistent; treat Review Level as the minimum for JB Interface, and for level 4 require Approved for Billing on the bill before interface.
  11. Save. JB Delivery History (when shown) is display-only: Progress and T&M delivery ID, bill month/number, sent date, method, status, recipient, email/address.

Notes​