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Jim2® Business Engine Help File

Stock must be set up prior to adding meters, including macro descriptions on the Machines tab.

 

Example Macros

{{Project.Meter.Counter Name" "}}{{"Last Read - "Project.Meter.Job.Previous Job.Meter Read" "}}{{"Last Estimated Read - "Project.Meter.Job.Previous Job.Estimated Meter Read" "}}{{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" "}}

 

Jim2 offers the ability for meters to claw back unders and overs that have been previously charged. For example, a machine is charged a minimum black volume of 1,000 pages per month.

 

Info

You will see that there is an extra button – Generate Job Unders Open. Select this button if you don't want to close the period. Selecting Generate Job will always close the period.

 

generate job unders open

 

Month 1 – a page count of 800 is recorded. 800 pages are charged as standard billing, and 200 pages are charged as unders to make up the minimum volume of 1,000 pages.

 

Month 2 – a page count of 1,100 is recorded. 1,000 pages are charged as standard billing, and 100 pages are charged as over pages.

 

If we consider the two months together, 1,900 pages were used. 100 unders pages should have been charged to make up the minimum volume of 2,000 pages for the 2 months. To achieve this, month 2 needs to claw back 100 unders pages from month 1 to offset the 100 overs charged in month2.

 

Overall, this means that the following was billed.

 

Month 1:

 

800 standard pages

200 under pages

 

Month 2:

 

1000 standard pages


100 over pages


-100 under pages

This is the clawback of unders. When we reduce unders we reduce overs as well, and standard pages are increased by the same amount.

-100 over pages

+100 standard pages

 

Unders are made available in one of two ways:

1.The meter has Clawback Unders set to one of the following options. All unused unders are available without restriction.

ABC (All Overs and Unders at Current rate)

ABH (All Overs and Unders at Historical rate)

AUC (All Unders only at Current rate)

AUH (All Unders only at Historical rate)

clawback

2.The meter has Clawback Unders set to one of the following options. Previous billing jobs for this machine/master have Leave Unders Open stock on them. Unders for a particular meter can be clawed back from previous jobs as long as the Leave Unders Open stock is found. As soon a job is found without the Leave Unders Open stock on it, any unders that were charged prior to this are no longer available.

OBC (Open Overs and Unders at Current rate)

OBH (Open Unders and Overs at Historical rate)

OUC (Open Unders only at Current rate)

OUH (Open Unders only at Historical rate)

 

Clawback Unders Example:

clawback simple setup

 

A machine with a minimum of 1,000 black pages per month, and Clawback Unders is set to OBC (Open Overs and Unders at Current rate).

 

January – 800 pages

MC.BLACK.U

800 @ 0.01

= $8.00

MC.BLACK.U

200 @ 0.01

= $2.00

LEAVE.UNDERS.OPEN

1 @ 0.00

= $0.00

 

clawback invoice

Image shown including tax.

 

February – 700 pages

MC.BLACK

700 @ 0.01

= $7.00

MC.BLACK.U

300 @ 0.01

= $3.00

 

March – 600 pages

MC.BLACK

600 @ 0.01

= $6.00

MC.BLACK.U

400 @ 0.01

= $4.00

LEAVE.UNDERS.OPEN

1 @ 0.00

= $0.00

 

April – 1,600 pages

MC.BLACK

1000 @ 0.01

= $10.00

MC.BLACK.O

600 @ 0.01

= $6.00

MC.BLACK

400 @ 0.01

= $4.00

M.BLACK.U

-400 @ 0.01

= -$4.00

MC.BLACK.O

-400 @ 0.01

= -$4.00

 

When overs are charged in April, we can only claw back the 400 under pages that were charged in March. The 300 under pages charged in February, and the 200 unders pages charged in January are unavailable because February doesn’t have Leave Unders Open stock on it.

 

If we take March and April together, we have 2,200 pages, consisting of 2,000 MC.BLACK (600 + 1000 + 400), and 200 MC.BLACK.O (600 – 400). The unders from March are clawed back, and removed in April (400 – 400).

 

If the meter had Clawback Unders set to ABC or ABH, all the unders would be available for claw back, regardless of the Leave Unders Open stock, and the April billing would be changed to:

 

April – 1,600 pages

MC.BLACK.U

1000 @ 0.01

= $10.00

MC.BLACK.O

600 @ 0.01

= $6.00

MC.BLACK

600 @ 0.01

= $6.00

MC.BLACK.U

-600 @ 0.01

= -$6.00

MC.BLACK.O

-600 @ 0.01

= -$6.00

 

Clawback Unders and Overs Example

Clawback Unders not only refers to clawing back unders, but also clawing back overs in the same manner. For example, a machine with a Clawback type set to OBC would bill in the following manner:

 

January – 1200 pages

MC.BLACK.U

1000 @ 0.01

= $10.00

MC.BLACK.O

200 @ 0.01

= $2.00

LEAVE.UNDERS.OPEN

1 @ 0.00

= $0.00

 

February – 1300 pages

MC.BLACK

1000 @ 0.01

= $10.00

MC.BLACK.O

300 @ 0.01

= $3.00

 

March – 600 pages

MC.BLACK

1000 @ 0.01

= $10.00

MC.BLACK.O

400 @ 0.01

= $4.00

LEAVE.UNDERS.OPEN

1 @ 0.00

= $0.00

 

April – 1,600 pages

MC.BLACK

400 @ 0.01

= $4.00

MC.BLACK.U

600 @ 0.01

= $6.00


 

 

MC.BLACK

400 @ 0.01

= $4.00

M.BLACK.U

-400 @ 0.01

= -$4.00

MC.BLACK.O

-400 @ 0.01

= -$4.00

 

The last three entries are clawing back the 400 overs that were charged in March. The overs from January and February are again unavailable due to the fact that February didn't have Leave Unders Open stock on it. If we consider the last two months together, we have a page count of:

 

January – 800 pages

MC.BLACK.U

800 @ 0.01

= $8.00

MC.BLACK.U

200 @ 0.01

= $2.00

LEAVE.UNDERS.OPEN

1 @ 0.00

= $0.00

 

February – 700 pages

MC.BLACK

700 @ 0.01

= $7.00

MC.BLACK.U

300 @ 0.01

= $3.00

 

March – 600 pages

MC.BLACK

600 @ 0.01

= $6.00

MC.BLACK.U

400 @ 0.01

= $4.00

LEAVE.UNDERS.OPEN

1 @ 0.00

= $0.00

 

April – 1,600 pages

MC.BLACK

1000 + 400 + 400

= 1800 pages

MC.BLACK.U

400 + 600 – 400

= 200 pages

MC.BLACK.O

400 – 400

= 0 pages

 

Notice that the amount billed for April in this situation is $6.00, which is less than the minimum charge. This is because Jim2 is adjusting for the client paying too much in a previous month.

 

A machine with a Clawback type set to ABC would bill in the following manner:

 

April – 1,600 pages

MC.BLACK

1000 @ 0.01

= $10.00

MC.BLACK.O

600 @ 0.01

= $6.00


 

 

MC.BLACK

600 @ 0.01

= $6.00

M.BLACK.U

-600 @ 0.01

= -$6.00

MC.BLACK.O

-600 @ 0.01

= -$6.00

 

When entering a meter read for a machine, or generating a master billing job, the unders or overs count for each meter that is available for clawback are displayed in the grid.

 

If the clawback type is set to only clawback open unders (OUC), then the above example will change to the following:

 

April – 400 pages

MC.PAGE.BLACK

400 @ 0.01

= $4.00

MC.BLACK.UNDER

600 @ 0.01

= $6.00

 

Notice that we don't attempt to clawback the overs charged in March. Also note that the client is still billed the minimum volume in April.

 

Further information:

Managed Print Services Edition

Overview

Setup

Machine Footer

Machine Header

Machine Lists

Machine Reports

Meter Overview

Meter Reading Options

Operation

3 Tier Colour Coverage Billing

3 Tier Colour Coverage Reads Billed with Total Colour Rate

3 Tier Colour Coverage Reads Min Volume on Colour Total

Add Manual Meter Readings

Add or Remove a Child from a Master

Advanced Meter Examples

Base Charge and Minimum

Base Charge and Base Rate

Bill a Master Machine

Billing Exact Amount Using a Balancing Meter

Billing Using Prepaid Blocks

Billing Using Expiring Prepaid Blocks

Black A3 and Black A4 Meter with Minimum Volume Over the Two Meters

Black A3 and Separate A4 Meter

 

Create a Non Billing Template

Create a Machine Contract

Estimate Meter Reads

Fix Incorrect Meter Read

Machine Serviced by 3rd Party

Machine Serviced by 3rd Party with Base Charge

Machine Serviced by 3rd Party with Minimum Charge

Machine Serviced by 3rd Party with Minimum Volume Charge

Machine with Total Meter

Manage Invoicing Multiple Masters

Minimum Dollar Amount

Minimum Dollar Amount for Black Only

Minimum Volume for Black

PMP Plan Meter Setup

Prepaid Pages

Produce a Summary Invoice

Recommended Reports

Refurbish Machines Using Special Stock and Sales Kit

Refurbish Machines Using Special Stock and Manufacturing

Refurbish Photocopier Parts

Replace a Machine Part

Service and Finance Split Billed as Single Amount

Set up a Master Machine

Set up and Use Text Email Request

 

Set up and Use Web Meter Reads

Set up Consumable Coverage on 3 Tier Billing Stock

Set up Machine with Price Break Point

Set up Master with Average Billing

Set up Master with Clawback All Unders at Current Rate

Set up Master with Clawback all Unders at Historical Rate

Set up Master with Clawback All Unders Overs at Current Rate

Set up Master with Clawback Open Unders and Overs at Current Rate

Set up Master with Clawback Open Unders at Current Rate

Set up Master with Meters with Different Periodicities

Set up Master with Multiple Black with A3 and A4 Meter and Min Volume

Set up Master with Multiple Child Machines

Set up Master with Multiple Children and Minimum Volume

Set up Master with Multiple Children with Different Black Rate

Set up Master or Standalone with Free Pages

Set up Master or Standalone with Prepaid Pages

Set up QR Code

Simple Meter Examples

Skip Billing

Split Billing 2nd Party

Split Meter Setups

Terminate a Contract

Unders and Overs Meter Setup