[JB] Showing Installed Materials to Show Directly into Column D on the Continuation Sheet of the Application for Payment

Created by Crystal Ann Harvey, Modified on Tue, 22 Jul at 8:25 AM by Crystal Ann Harvey

If you want to move Stored Materials into column D on the continuation sheet, you need to add an interim bill with no amounts.

Vista-Job Billing

When previously purchase Stored Materials are Installed, the amount installed reduces the amount in Column F, Materials Presently Stored
Because the materials were billed at the time of the purchase, there is not a new amount for This Period in Place to represent the installed materials.
To show the amounts in Column D, "From Previous Application" an interim bill for installed materials only needs to be created.

Steps

Follow these steps in order to show values in Column D (From Previous Application) on the Continuation Sheet of the Application for Payment report without ever using Column E (This Period in Place):

Create a new bill for the contract, but leave the Invoice field empty and set the Status to 'N-Never Interfaced'.
Enter the Install as usual - Installed amount in the Items SM/Tax tab and This Bill WC Amount on the Items tab. (see KB - "How do I Purchase and Install Stored Materials in Progress Billing?") This action will place the installed amount in the column E (this period in place) on the Continuation Sheet, but you will not run the report for this bill.
Create a new bill for the same contract in the same month.
Use the same Application # as the never interfaced bill. This bill will have an A-Active Status and once completed, will be interfaced as usual.
Enter billed amounts for all other items as usual.
Run the Application for Payment report - note that the Installed amount from the Never Interfaced bill appears in Column D (Work Completed From Previous Application).