Initialize a Single Item to a Progress Billing

You can initialize a single bill or contract item to a progress billing using the JB Progress Initialize by Item form.

The most common use for this feature is when you have made changes or corrections that impact one or two bill items and you want to update those items without affecting other items on the billing.
  1. From the main menu, select Job Billing > Programs > JB Progress Billings.
    The JB Progress Billing form displays.
  2. In the Bill Month field, enter the bill month for the progress billing you are changing or adding.
  3. In the Bill Number field, enter an existing bill number or press F4 to select from a list of available billings for the specified month.
  4. From the toolbar, select Tasks > Initialize Single Bill Item.
    The JB Progress Initialize by Item form displays.
  5. In the Item field, enter the bill or contract item to initialize. Press F4 to select from a list of available Bill Items or Contract Items.
  6. Click Initialize Bill Item
The system initializes the selected item to the billing, updating the existing data for that billing item as applicable.