Getting Started #
The Initialize Progress Bill form appears when you use the corresponding blue action button. This process will initialize JB Progress Billings for the marked Contract numbers.
Fields #
- Invoice Date
- This becomes the Bill Month and Invoice Date.
- Initialize Option
- This determines what Contract Items will be included in the intialization.
- Field Values
- P-Progress (P) Items Only
- X-Progress (P) and Both (B) Items as Progress
Buttons #
- Initialize
- This starts the bill initialization process.
- When the process finishes the corresponding bill header and bill item records will download in separate worksheets.
- Cancel
- This cancels the process and closes the form.