Please see Overview for an explanation of the use of stock for billing.
Create the following billing stock codes for each meter type (more will be required if there is to be multiple billing against the one meter type, as the same meter type cannot be used twice), and link them to the stock GL group created earlier. These are all allocated to the appropriate Stock GL Group (Meter Billing) and Report groups and do not have price or vendor details.
Journal stock type is used to handle negative quantities for recording estimated pages, as well as normal pages.
Macro fields are explained here.
Stock Code |
Stock Type |
Purpose |
|---|---|---|
MC.BLACK |
Journal |
Black standard meter. |
MC.BLACK.U |
Journal |
Black unders meter. |
MC.BLACK.O |
Journal |
Black overs meter. |
MC.BLACK.S |
Non depleting |
Black service meter. |
MC.COLOUR |
Journal |
Colour standard meter. |
MC.COLOUR.U |
Journal |
Colour unders meter. |
MC.COLOUR.O |
Journal |
Colour overs meter. |
MC.COLOUR.S |
Non depleting |
Colour service meter. |
MC.RENTAL |
Non depleting |
Rental base charge. |
MC.LEASE |
Journal |
Lease base charge. |
MC.MINIMUM |
Non depleting |
Minimum based on a minimum number. |
METER |
Dynamic Kitting |
Meter Kit for simplifying customer invoices. In the Contracts tab of the stock code, the Meter Type selected should be Meter Kit. |
MASTER |
Dynamic Kitting |
Master Meter Kit for simplifying customer master invoices. In the Contracts tab of the stock code, the Meter Type selected should be Meter Kit. |
NO.READ |
Journal |
Bill last read pending an actual reading.
Note: Machine Type is not required. |
ESTIMATE |
Journal |
Bill an estimate reading pending an actual reading.
Note: Machine Type is not required. |
LEAVE.UNDERS.OPEN |
Journal |
Leave Unders open to draw down on in a later period.
Note: Machine Type is not required. |
When setting the meter types in Options, billing can be bundled into a meter billing kit. A meter billing kit allows multiple stock codes to be billed against a meter, for example split service and finance. These are typically hidden on the invoice with only the kit header displayed. The meters must be linked for the billing kit to work.
Example Macros
These govern what will show on the stock line of the billing job.
{{"Project.Meter.Counter Name" "}}{{"Last Read – "Project.Meter.Job.Previous Job.Meter Read" "}}{{"Last Estimated Read – "Project.Meter.Job.Previous Job.Estimated Meter Read" "}}{{"Previous Date Due – "Project.Meter.Job.Previous Job.Date Due" "}}{{"Current Read – "Project.Meter.Job.Meter Read" "}}{{"Estimated Read – "Project.Meter.Job.Estimated Meter Read" "}}{{"Prints – "Project.Meter.Job.Qty" "}}{{"Estimated Prints – "Project.Meter.Job.Estimated Qty" "}}
This will produce the following information on the job stock line:
Black Last Read – 50,000 (Last Estimated Read – 45,000) Previous Date Due 29/06/2019 Current Read – 52,500 (Estimated Read – 52,500) Prints – 2,500 (Estimated Prints – 2,500)
Brackets indicate that these macros would only be used if estimated reads are performed.
The Hide on Invoice field on the Details tab of the stock code may be selected, depending on the desired outcome of the description macros.
Further information