Contract Billing - Standard 1 & 2

The contract billing formats that are labeled as Standard 1 and Standard 2 on the Billing Tab of the Job Center screen may be customized, however, you will need to set up the Custom Form Assignment in this manner:

1.Make a copy of the original form and rename as needed

a.Standard 1 - JCBill2.142

b.Standard 2 - JCBill3.143

2.Right click on the new form and change the report class to 141

3.Go to Reports > Custom Form Assignment

a.Add a new record (black '+' button) and choose 'Contract Billing - Percentage Complete' as the ReportClassID.

b.Choose the new report name in the ADMSRecNo column

i.This column will only display the custom formats that exist for report class 141        

c.Save your record (green checkmark button).

4.Go to Job Cost > Update Jobs

a.Select the job that will be utilizing the new format.  

b.On the Billing Tab of the job, select the 'Subcontractor' option as the billing format.  This represents report class 141.

c.Click Save.

5.Go to Job Cost > Contract Billings

a.Assuming you have already set up contract billing items on the job, create a contract billing for the job and print the MAR format.  The custom form assignment should display the copy of the Standard 1 or Standard 2 format that you have classified as report class 141.

b.Once the format has been previewed, close the contract billing screen.  You now have this data in memory and may proceed with customizing the new format as needed through the  Reports module.

Note:  If making a comparison between the Traditional version of the form and the MAR version of the form:

•Notice that the library version of the MAR version does not include the various signature lines and Billing Certification text lines that can be entered on the Billing Tab on the job setup screen.  This information is available in the existing ContractBillingJobInfo datapipe in the report so no custom script is needed.

•If there are multiple billing items coded to the same billing phase, the MAR version of the report will use the FIRST billing phase description found in the job detail items.  The Traditional version of the report utilized the LAST description found for the billing phase.   Customers that were still using the Traditional version of these forms need to be aware of the billing description differences.