Contract Item

Use this field to direct flat billable amounts and/or total add-ons to a specific contract item. This field is only available for sequence types Amount or Total Addon (with a Markup Opt of Rate or Taxes).

Specify the contract item to which this sequence's bill amount will be posted. Make sure that the contract(s) that this template is assigned (in JB Contract Info) are set up with this contract item, or they will not be processed when initializing billings.

If no contract item is specified for the template sequence, billing amounts will be posted individually to their respective contract items.

Amount

For Amount sequence types, the bill amount (determined by the 'Flat Amt Opt') will be posted to this contract item; however, the specified contract item must be associated with at least one phase on the job (in JCJP). Otherwise, no amount will be posted. If left blank, amount will be posted to contract item #1.

Total Addon

For Total Addon sequence types, the bill amount (add-on value for all items) will be posted to this contract item. If left blank, bill amounts will be posted to their respective contract items.

  • If the add-on's markup option is “S-Rate”:

  • and a markup rate is specified for the template, all items on the billing will be added and the specified markup rate applied to the total.

  • and no markup rate is specified for the template sequence, the markup rate specified for the contract item (in JC Contract Items) is used. All items on the billing will be added and the sequence's markup rate applied to the total.

  • and no markup rate is specified for the contract item, then the individual rates for each item on the billing will be used. In this case, each item value will be multiplied by its own rate (from JC Contract Items) and then all totals added together.

    • If the add-on's markup option is “T-Tax”, the tax code specified for the item in JC Contract Items is used to determine tax rate. All items on the billing will be added and the tax rate applied to the total. If any of the items have a different tax code, calculation will not occur and an error will display. Errors must be corrected and bills repulled. Items with a null tax code will be skipped (i.e. not included in the total addon tax value). Also make sure that the contract item on each applicable contract has an assigned tax code. If no tax code is assigned, the sequence is skipped for that contract.

JB T&M Template Setup