To enable Contracts in Jim2, on the ribbon, go to Tools > Options > Project – the default name in Jim2.
1.Tick Enable Projects (this assumes the licence key for Managed Print Services has been installed).
2.Rename Projects (typically Contract), so that all instances of the contract will be known by this name, and this will also appear in the ribbon.
3.Set Billing Jobs to Ready will create meter billing jobs on a status of Ready for fast invoicing.
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Be aware that this will bypass warnings at the invoice stage. |
4.In job display Projects during CardFile entry – if this is ticked, when entering a job manually, Jim2 will display the list of contracts when their cardfile is selected.
5.Prepaid Reorder will reorder additional prepaid copy blocks, according to this setting. For example, if pages are purchased in 10,000 copy blocks and this setting is 90%, when the customer has 1,000 copies remaining, an additional 10,000 copy block job will be generated.
6.Maximum Balancing Entry: if a balancing meter is present, Jim2 expects a job total to be submitted, along with any meter counts. Jim2 calculates what to bill based on meter counts, and tests against the expected job total. If the difference is greater than the maximum balancing entry entered here, Jim2 will not produce the job. Otherwise, the balancing entry will be included to adjust the actual job total to the submitted job total.
7.Bill Manual from List: Choose from Yes, No, Ask User. Controls whether to manually bill from a contract list or not.
8.Display Default Stock (Legacy). The Default Stock tab can be displayed/hidden on an asset or a contract. Where no specific stock is found, the contract is configured to use the following three templates for the creation of applicable jobs by default:
▪MPS Onsite Auto-created Template
▪Consumable MPS Auto-created Template
▪Workshop MPS auto created template.
Ticking this box will display the Default Stock tab and allows you to add individual machine accessories specific to the machine in the Stock grid in the Default Stock tab of a machine.
It is recommended to set up several test assets/contracts in the Training database first, and all options are fully explored prior to attempting the setup for all contracts and assets, as there are many advanced functions that cannot be changed once trading has commenced.
Further information