How to move an interfaced JB Progress Billing to a different month

Created by Crystal Ann Harvey, Modified on Tue, 8 Jul at 8:42 AM by Crystal Ann Harvey

If a JB Progress Billing has been interfaced, the Move tab in JB Interface, or the JB Move Bill Month form, cannot be used.
If it was posted to an open month and you wish to move it to a different open month, it will have to be deleted, interfaced, and re-entered in the correct month.

Steps

Go to JB > Programs > JB Progress Billing
1. Click on Options > Show All Invoices
2. Click on the Grid tab
3. Right-click anywhere in the Grid and select Filter Bar (if it's not already selected)
4. Under the Contract column, enter the Contract in the blue filter area
5. Find the billing by bill month and bill number, and highlight it
6. On the Info tab, change the status to 'Delete'
7. Click Save and close out of the billing
Go to JB > Programs > JB Interface
1. Find the billing, check the Interface box and click on Post
2. Click on Create a New Batch and OK
3. Validate, Preview reports and Post
Re-enter the JB Progress Billing to the correct month
Interface the billing

NOTE: If the billing has NOT been interfaced, you can use the JB Move Bill Month form in JB > Programs on newer releases or the JB Interface form > Move tab on older versions.