[JB] Job Billing T&M Overview

T&M (Time & Materials) Billing pulls costs from AP, EM, IN, JC, MS, and PR modules and bills them according to the T&M Bill template. When initialized, costs from Job Cost are allocated to different line sequences based on the template setup.

1. JB T&M Template

• Consists of Header and Line Sequences.

• Header: Controls overall bill settings, like cost order, labor/equipment rates, and markups.

• Line Sequences: Define how specific costs are pulled, sorted, and billed.

  • Example: Sequence 1 pulls AP costs with certain cost types, applies a 3.25% markup, and sorts by defined level.

• Tip: Use F1 for help on any field.

2. JB Bill Initialization

• Pulls all costs from Job Cost and applies the T&M Template to create a bill.

• You can select:

  • Type of bill (T&M or Progress)

  • Contract

  • Date range for costs to include

• Errors are reported in JB T&M Error List.

• Note: Jobs without costs will not create a bill.

3. JB T&M Bill Edit

• Used to review or modify bills created in Bill Initialization.

• Info tab: Edit invoice number, dates, addresses, etc.

• Bill Lines button:

  • Shows Bill Lines (total amounts, markups, retainage)

  • Shows Line Sequences (detailed costs making up each line)

  • Allows adjusting units, hours, markups, marking costs non-billable, or adding costs.

• JCDetail button: View detailed Job Cost transactions that make up each line sequence.