JB Processing Groups

JB Processing Group is optional setup that groups contracts (or T&M customers) so you can initialize and process billings for the set together. Progress groups and T&M groups can both exist, but they must be set up as separate groups.

Before you start

• Contracts already exist in JC Contracts.
• For T&M customer-only rows (no contract): AR Customers and JB T&M Templates exist.
• Decide whether this group is for Progress or T&M initialization — do not mix both bill types in one group.

Steps

1. Open JB Processing Group (JB Programs; help path Costs and Contracts → Job Billing → Setup and Maintenance → Set up Job Billing).

2. Enter Process Group (number, up to 10 digits) and Description (up to 30 characters).

3. On the Contract/Customer grid, add members:

   Row type	Contract	Customer	Template
   Contract (Progress or T&M)	Required — JC Contracts job. Description, assigned customer, and T&M template display to the right.	Not used when Contract is filled	Not used when Contract is filled
   T&M customer-only (non-contract billing)	Leave blank	Required — AR Customers	Required — JB T&M Template Setup

4. Save. You can also assign a group on JB Contract Info; groups assigned there are automatically updated into this form’s Contract/Customer grid for that group.

5. When you run Progress or T&M initialization / processing, select this processing group so only its members are included (JB Bill Initialization and related bill forms).

Hard rules

• Do not combine Progress and T&M contracts in one processing group. If you do, both Progress and T&M initialization create billings for every contract in the group — too many bills, or errors when the contract has no items of the type being generated.
• Customers may be assigned only to T&M groups, and only for non-contract billings (for example monthly service billed to the customer while the contract itself sits in a different group).
• A contract may belong to both a Progress group and a T&M group (as separate groups).

Notes

• Processing groups are optional; you can still initialize by individual contract without them.
• These help pages name the use as initialization and processing of billings; they do not name a specific interface batch form.
• Related: JB Contract Info, JB Bill Initialization, JB Company Parameters, JB Bill Groups, JB T&M Templates.