Add Transaction Details to Bill Line Sequences
The JB T&M Bill All JCDetail Lines form does not allow transaction editing; you can only add, delete, or mark transactions as billable.
When adding a JC transaction to a bill line 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.
- Enter the JC transaction’s month in the JC Month field.
- Enter the transaction in the JC Trans field.
Billable or Nonbillable from
the Bill Status drop-down. The drop-down automatically
defaults to Billable. Note: If the status is set to Nonbillable, the system does not add the amount to the detail sequence’s total amount. The transaction remains flagged as non-billable and will not display on subsequent billings. If the entire billing is deleted, and later re-initialized, the system includes this transaction, which defaults as billable.
To delete transaction detail, select the appropriate detail line and click the Delete button.