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Ability to place a job billing template as "Inactive" to keep it from it being used on jobs.

Team members keep using job billing templates that we no longer use.  If we could mark a JB Billing Template as inactive and then they cannot set it up in the JC Job Master for the job that would eliminate a lot of headache for us.

  • Shirley Andrews
  • Jun 21 2017
JB - Job Billing
Company Smith Energy
Job Title / Role Executive VP
I need it... 6 months
  • Attach files
  • Guest commented
    May 02, 2018 17:41

    We added a custom field to Template Master (a check Box) to indicate status of active.  We then customized  the Lookups to default to find only those marked Active.  

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  • Gene Fandel commented
    June 28, 2017 14:16

    We have the same problem with old pricing being used.  

    This is the same problem Vista has with not setting up a status field, for PM's billing templates, the craft master.

    Anything that has a status of active/inactive.

    Gene Fandel, Field Payroll/Crystal/SQL

    P.J. Hoerr, Inc.

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  • Shirley Andrews commented
    June 21, 2017 21:24

    Eliminate using a JB Billing Template with old pricing in it.

    Attachments Open full size

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