Sort Order

Specify the order in which detail lines will be grouped on the T&M invoice.

  • Actual Date — Data is sorted by the actual transaction date from the JC Detail file to create a series of detail lines.

  • Posting Date — Data is sorted using each unique posting date from the JC Detail file to create a series of detail lines.

  • Contract Item — Data is sorted by contract item. Each item will include a series of source and detail lines.

  • Job/Phase — Data is sorted by job number and phase code. Use this sort order if you want Job Billing invoices stored by contract/job/phase. Otherwise, invoices will be stored at the contract level.

  • Phase — Data is sorted by phase. All jobs posting to the same phase will be combined.

  • Template Sequence — Data is sorted by template sequence only. If detail is not found for a sequence, the sequence is not printed on the invoice.

Note: If a template sequence line is assigned a sequence type of S-Source, you must specify how the job cost detail is to be broken down within the sorted groups by specifying a Summary and Sort level. See Related Topics below for more information.

JB T&M Template Setup