Generate JIB Statements

This page may contain multiple incoming links - Please use your browser back button to return to the previous page.

1 Introduction
2 Generate JIB Statements

Introduction

Use the Generate JIB Statements JIBR062 process to print JIB statements. No accounting entries are generated from this process.

When using the JIBLink function the Generate JIB Statements JIBR062 process is not needed.

The JIB statements are printed unless the client is flagged for transmission by EDI/JIBE in the Business Associates screen. If the client is flagged, you can choose not to produce and print statements for those clients. The Generate JIB Statements JIBR062 still produces the revenue statement.

In addition, it is possible to suppress the printing of JIB statements for specific Business Associates. If the Print JIB Statement checkbox in the Business Associates screen is cleared (unchecked) for a client, JIBR062 will not generate a JIB statement for the Business Associate (this checkbox is selected by default for all BAs that are not internal organizations).

Generate JIB Statements

1. Navigate to the menu and select Joint Interest Processing → Generate JIB Statements.

2. Enter JIB information.

In this field...	Enter this information...

In this field...	Enter this information...
Organization ID (one only)	The organization ID for which you want to print the JIB statements.
Accounting Period End Date	The accounting period end date for which to print a JIB statement in the format YY/MM.
JIB Run Number	The system-generated number assigned during the Generate JIB Invoices (JIBU026) process. This number appears as the JIB Run Number on the Generate JIB Invoices report.
Client ID (one/all)	The client ID for the client(s) you want to include in the JIB statements. Enter a business associate ID or select from the Business Associates List of Values. Leave this field blank to include all clients in the JIB statements.
Excluded Client ID (one/many)	The client IDs to be excluded from this process. Enter a business associated ID or select from the Business Associates List of Values.
Summary/Detail/All (S/D/A)	Available choices are: S Summary - To produce only JIB summary pages. D Detail - To produce detail pages of operations and expenditures. A All - To produce summary and detail pages.
Print Mailing Header Page (Y/N)	Available choices are: Y Yes - To print a special header page with the address of each partner, if your company mails the reports in window envelopes. N No - To print no header pages.
Print EDI Partner Billings (Y/N)	Available choices are: Y Yes - To print statements for EDI partners, you can use these as hard copy for your records. N No - To print no statements for EDI partners.

3. Enter the print information in the Print section.

To save the parameters entered, click the Save icon. Each save will overwrite the previous save.
To retrieve the saved parameters, click the button.
To reset the parameters, click the button. This will reset the parameters for the current session only and will allow you to fill in new parameters.

4. Repeat for all organizations or accounting periods required.