About the JB T&M Bill JCDetail By Seq Form
Use this form to review the JC transaction detail for a particular bill line and detail sequence.
Access this form by clicking the JCDetail button in JB T&M Bill Line Sequences. When opened, this form automatically defaults to the currently selected detail sequence line and the grid displays all of the JC transactions that comprise this sequence.
Cost Transaction Detail
You can view cost transaction details by expanding the Cost Transaction Detail section above the grid (click button). Clicking on each detail line displays the cost detail for that line. The cost detail shown differs depending on the line's transaction type. For example, a PR line will show the Employee, Craft, Class, Factor, and Shift info, while an EM line will show the EMCo, Equipment, and Revenue Code info.
If you are using billing categories (that is, you selected the Labor, Equipment, and/or Material Categories check boxes on the T&M template), you can see the billing category assigned to a sequence (in JB T&M Template) by selecting the detail line and pressing Ctrl + A.
Adding Transaction Details to Sequences
This form does not allow transaction editing; you can only add, delete, or mark transactions as billable. When adding a JC transaction to the sequence, the detail must match the detail requirements defined for the template sequence (e.g., source, summary and sort options, cost type, etc.) prior to initialization. If the transaction's detail does not match the requirements, a warning displays. If the transaction does match the requirements, the system adds the transaction amounts (Units, Amount) to the detail sequence totals.
Manually entering the JC Month and JC transaction in the grid
Using the JB T&M JC Detail Fill Grid form, accessed by clicking the Fill Grid button. For more information, see Add JC Cost Detail to a T&M Billing.
To delete transaction detail, select the appropriate detail line and click the Delete button.