[JB] Missing Bills in Job Billing

Created by Crystal Millington, Modified on Fri, 26 Dec at 1:46 PM by Crystal Millington

Missing bills are either in a JB Interface Batch or have been deleted.

1. If you know the Bill Month & Bill Number:

Open JB Progress Billing or JB T&M Billing.
Enter the Bill Month and Bill Number, then tab off.
A message will show the Batch ID the bill is in.

2. If you know the Bill Month but not the Bill Number:

Enter the Bill Month and press F4 on the Bill Number field.
Find the bill in the lookup list; the Batch ID will be shown.

3. If you don’t know the Bill Month or Number:

Run JB List of Bills per Contract to locate the bill.
Note the Bill Month and Bill Number.
Enter these in JB Progress Billing or T&M Bill Edit; the system will show the Batch ID and that it cannot be edited.

4. Once you have the Batch ID:

Open JB Batch Process, enter the Batch Month and Batch ID, and either clear the batch or validate & post it.
If the batch shows as in use:
- Open HQ Batch Control for that Month & Batch ID.
- Clear the “In Use/Posted By” field and save.
- Return to JB Batch Process to clear or post the batch.

Cause: The bill is missing because the batch is open, not posted, or not properly cleared.