From time to time we need to specify an alternate Billing Template for a contract during JB Bill Initialization. We have some jobs that have different billing requirements although under a single contract. Currently we have to go to the Contract Master, identify the different template, initialize a bill, then change the template back in Contract Master. Splitting the jobs into a separate contract is not possible. Our ideal would be to prompt for and default to the Template found in the Contract Master, but offer the user and option to select another for initialization without impacting the default values in the Contract Master.
Duane Priest
| Company | Utilitra LLC |
| Job Title / Role | Systems Specialist |
| I need it... | Yesterday...Come on already |
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And/or another option would be to assign a template to a Contract Item, so there isn't a need to constantly switch back and forth. I envision this would be similar to Bill Groups. Perhaps this option could be build within the Bill Group setup.