[JB] How to Add or Remove a Job Cost Transaction in a T&M Bill

Created by Crystal Ann Harvey, Modified on Thu, 28 Aug at 10:40 AM by Crystal Ann Harvey

If after a T&M bill is created you find another transaction that needs to be added, you can add that manually rather than deleting the bill and reinitializing.

From JB T&M Bill Edit, go to File > Job Cost Detail.
In the form JB T&M Bill All JCDetail Lines, at the bottom of the Grid in the next blank space, enter the JC Month & JC Trans number for the transaction that you need to enter.
Highlight the cost you would like to remove and use the Trashcan icon to remove the cost (this will remove the cost from the bill to be billed at a later time).

TIP: A JC Cost Transaction can only exist on one billing. It cannot exist on multiple billings.

NOTE: You can also manually add lines to the T&M Billing in the grid view using the New Record function and specifying the Template Seq, Item and Description, then filling in the line sequence detail for the cost.

Steps

Run the JB Job Cost Detail Billing Status Report
Use the report launcher parameters to narrow down the results.
In the JB Bill Status Column, lines that are identified as "Not Billed" have not been billed on any bill for this Contract.
Find the Mth & Trans# from the first two columns for the transaction you wish to enter in to an existing bill.
Open JB T&M Bill Edit for the bill that these transactions are to be added to.
Select File > Job Cost Detail to open the form JB T&M Bill All JCDetail Lines
Scroll to the bottom of the Grid in an the first blank line, enter the Mth for JC Month & Trans# for JC Trans, press tab after the trans#. The line will be added or produce an error.
Save the bill. Close the JC Detail form.
Review the JB Job Cost Detail Billing Status Report and these transactions will now have a status of "Billed"

TIP: If you need to remove the cost from the billing you can highlight the transaction and use the red X at the top to remove it. It will pull onto a future billing. If you do not want to bill it on a future billing, then you can uncheck it as billable. If you would like several costs to be removed from the billing, you can use JC Detail Lines or simply go into the Bill Lines of the bill and remove the lines that include the costs you do not wish to bill.