Job Billing - Job Hierarchy (Billing Defaults)

Pgm: JBDFLT – Billing Defaults; standard Treeview path: Job Billing > Utilities > Job Hierarchy

This utility allows users to view the Job Billing defaults applied at all levels of jobs. This utility is very useful to view overrides of the invoice format or billing types.

This screen allows the user to apply billing types and invoice formats to one or more rows of the cost code/category combinations at one time. It is also handy for checking the billing type and invoice format types at the detail level.

To update a billing type or format code, enter the required code in the field next to the button, select the records to change, then enter the desired billing or invoice formats and press the appropriate [Set Billing Type] or [Set Invoice Format] button.