[JB] How to Change a Customer on an Existing JB Bill

Once a JB Bill has been interfaced, the customer cannot be changed on that bill. There are two options for changing the customer:

1. Delete the bill (change status to Delete, and then Interface), and then recreate the bill with the new customer number.
2. Create a negative bill on the old customer to move previous balances to the new customer, then create another new bill to put previous amounts on to the new customer number.

Bill has not been interfaced, and status is Active

If the bill has not been interfaced, meaning the status is Active,  you may change the customer by selecting a new customer in the customer field. The system will give you a "friendly warning" when you save the bill, and will allow you to save the bill.

Bill is in Interfaced or Change status

Once a job bill has been interfaced, the customer field cannot be changed. If you need to change the customer, you will need to delete the Job Bill and create a new one. 

If you have multiples bills or cannot delete the bill or bills and redo, you can create an interim bill to move previous amounts from the old customer to the new customer:

To move previous amounts from old customer to new customer:

1. On the last bill for the old customer, use the values in "To Date Amount" column to create a new bill for the old customer, using the opposite of all these values to bring the To Date Amount for each line to 0.00 on the old customer. If Retainage was not the same for each line on the previous bill or bills, then use the AR Contract Item Detail report to see how much retainage was held on each item. Once this bill is interfaces, check the AR Customer Accounts by Contract report. The totals on this contract, at the bottom of the report, should be zero.
2. Use the same numbers as above to create a billing for the new customer (use positive values).