Enable Billing for Work Completed in Job Billing

You can bill for work completed on a job-related SM work order using the Job Billing module.

The Job Billing module allows you to create billings manually or by initialization. It is generally easier and more efficient to initialize billings for work completed; however, you can manually enter billings in JB T&M Bill Edit. If you elect to use manual entry, you must associate bill lines with the appropriate cost detail using JB T&M Bill JCDetail by Seq.

If you elect to use initialization to generate invoices for job-related SM work orders, you must complete the following setup requirements to ensure proper billing.

  1. In JB T&M Template Setup:
    1. For each template that you will assign to jobs associated with SM work orders, include all the sources that update Job Cost for work completed (see table below for an example).

      Seq #

      Type

      Desc

      AP

      EM

      IN

      JC

      MS

      PR

      Sum Opt

      Sort Level

      10

      S-Source

      AP

      X

      1

      1

      20

      S-Source

      EM

      X

      1

      1

      30

      S-Source

      IN/JC/MS

      X

      X

      X

      1

      1

      40

      S-Source

      PR

      X

      1

      1

    2. For each applicable source on a template, set up all cost types that you will use on job-related SM work orders.
  2. In JC Contracts, assign a Bill Type of T&M (preferred) or Both to all contract items that are associated with SM work orders (via jobs/phases).
    Since work completed entries are handled on a T&M basis in SM Work Orders, you can only generate T&M billings for them in Job Billing.
  3. In JC Jobs, assign a T&M template to each job that will be associated with SM work orders.
    When you initialize billings in JB T&M Bill Initialization, the system looks to the job to determine the template to use when creating billings for that job.
Use SM Work Orders to enter work completed for job work orders. Once you update work completed costs to Job Cost, use JB Bill Initialize to generate T&M billings based on the cost detail from the JC Cost Detail table (JCCD). To ensure you pull all eligible work completed costs, you will need to select one of the following initialize options (from the Initialize Option drop-down):
  • T-T&M (T) Items only — Select this option to pull costs for contract items with a Bill Type of T&M.
  • B-Progress (P) and Both (B) Items – Initialize (B) Items as T&M — Select this option to pull costs for contract items with a Bill Type of Both.