Jim2® Business Engine Help File

Section

Field Name

Description

Meter ID

The ID of the meter. This value is the same for linked black, colour and scan meters.

Meter Name

A unique name for this meter. This name is used in linking an MPS feed to a Jim2 meter. Meter Name is a free type field, however, once you have set up a meter name, it will appear in the drop-down list.

Note: You cannot have the same meter name twice.

Meter Type

Select the Meter Type, based on the type, which is driven by the Item.

Current Meter Count

This is the sum of the current count for the standard billing stock code and the overs billing stock code on Ready or invoiced jobs, minus any strict returns from customer of invoiced amounts.

Standard Billing Information

Billing Stock Code

This is the billing stock code that may be used for a job charge, or for a PO line. This stock must be non-depleting or journal for all meter types except prepaid pages and balancing, which must have a journal stock type.

Card Code To Invoice

The card code to bill standard charges to, or the vendor to create a PO line for.

Qty

This column is used only for Base Rate meter type. This column allows you to enter a quantity to be billed.

Note: You cannot use this field with a Base Charge meter type.

Rate Ex.

The rate excluding tax that standard and unders charges will be calculated at.

Rate Inc.

The rate including tax that standard and unders charges will be calculated at.

The above two fields can be changed at any time to reflect meter price increases. Should you need to apply an increased meter charge across the board, please contact support@happen.biz to obtain the Machine List Bulk Updater, along with instructions for its use.

Hide On Invoice

Ticked means the entire line will not appear on the invoice. If this tick box is greyed, pricing information will not appear on the invoice. If this tick box is unticked, the entire stock information and pricing details will appear on the invoice, except where the stock is kitted.

Child Hide On Invoice

This field is only available for master machines, and does not appear on child machines. This field has exactly the same meaning as Hide On Invoice, except that this is the value that will be copied to child machines. This allows for a master to have a different value than its child machines.

Non Billable

Specifies that the charge will be discounted at 100% on the job.

Unders Billing Information

Unders Stock Code

This is the billing stock code that may be used for a job charge, or for a PO line if an Unders charge is applicable. This can be specified for any meter type that supports standard, unders or overs billing (see meter types). The stock type specified must be journal stock.

Unders Card Code To Invoice

The card code to bill Unders charges to, or the vendor to create a PO line for.

Hide Inv Under

Specifies whether Unders charges are visible on the job.

Child Hide Inv Under

Specifies whether Unders charges are visible for child machines. This is only available for master machines, and does not appear on child machines.

Un Non Billable

Specifies that the Unders charge will be discounted at 100% on the job.

Clawbk Unders

Specifies the method that is used when clawing back unders and overs. It is one of nine options, ie. clawback is not available, or one of eight other options. These eight options are made up of three separate options, each of which has two choices (2*2*2=8). Each choice is designated by a single letter.

They are:

1.A or O indicates that all unders/overs, or only open unders/overs can be clawed back.

2.B or U indicates that both unders and overs can be clawed back, or just unders can be clawed back.

3.Indicates that unders/overs are clawed back at either the current rate or at the historical rate, ie. the rate which they were originally charged at.

All nine options are listed here:

▪Blank: unders will not be clawed back for this meter.

▪ABC: all unders and overs are clawed back at the current rate. Only page count is important.

▪ABH – All unders and overs are clawed back at the historical rate. In other words, the rate at which they were charged at the time. The page count and rate are both important in this instance.

▪OBC – Only open unders and overs are clawed back at the current rate. Whether unders are open is controlled by the Leave Unders Available for Clawback stock that is set up in options.

▪OBH – Only open unders and overs are clawed back at the historical rate. Whether unders are open is controlled in exactly the same way as for OBC. The unders are clawed back at the rate they were originally charged at.

▪AUC – All unders are clawed back at the current rate. Only page count is important.

▪AUH – All unders are clawed back at the historical rate. In other words, the rate at which they were charged at the time. The page count and rate are both important in this instance.

▪OUC – Only open unders are clawed back at the current rate. Whether unders are open is controlled in exactly the same way as for OBC.

▪OUH – Only open unders are clawed back at the historical rate. Whether unders are open is controlled in exactly the same way as for OBC. The unders are clawed back at the rate they were originally charged at.

Minimum Volume

Optionally specifies the minimum volume for the meter. If the volume is not reached, and there is Unders stock specified, the shortfall is charged as unders. If the volume is exceeded, any pages over the minimum volume are charged as Overs. The minimum volume can either be specified for a single

machine, or it can be specified at the master contract level.

Overs Billing Information

Overs Stock Code

This is the billing code that may be used for any overs job charges or PO lines. This stock type must be journal stock.

Overs Card Code To Invoice

The card code to bill overs charges to, or the vendor to PO line for.

Over Rate Ex.

The rate excluding tax that overs charges will be calculated at.

Over Rate Inc.

The rate including tax that overs charges will be calculated at.

Hide Inv Over

Specifies whether overs charges are visible on the job.

Child Hide Inv Over

Specifies whether overs charges are visible for child machines. This is only available for master contracts.

Ov Non Billable

Specifies that the overs charge will be discounted at 100% on the job.

Linked Meter

If the meter type is black, colour, scan or 3rd party PO meter, this specifies the unlinked (or main) meter that it should balance to. If this value is empty, the meter is classed as an unlinked meter, and requires a meter read to be directly applied to it.

If the meter type is Total (Linked), this field links to the black meter that needs to be deducted from the total page count in order to calculate the colour page count. This is common with Canon meters to be supplied a black page count, and a total page count. In order to determine the colour page count the black page count needs to be deducted from the total.

If this is a Prepaid meter type, the linked meter indicates which meter to apply the prepaid count against.

If the linked meter is specified (optional) for a Min Charge or a Third Party PO Min, it limits the minimum charge calculation only to those meters directly linked to the unlinked (or main) meter. For example, if machine has a black finance rate meter (unlinked), and a black service rate meter (linked to black finance meter), and a colour meter, you can specify a minimum charge, and link it to the black finance meter. Only the charges on the black finance and black service meters would be included when determining if the minimum should be charged.

Start Date

If specified, this meter will be excluded if the next bill date is prior to the meter’s start date. Unlinked meters cannot have a start date specified.

If a billed frequency is also specified, once the meter has been successfully billed, the start date is advanced by the frequency. For example, if the billed frequency is quarterly, and the start date is the 1/01/2017, once the meter has been billed the start date is moved forward to 1/04/2017.

End Date

If specified, this meter will be excluded if the next bill date is after the meter's end date. Unlinked meters cannot have an end date specified.

Billed

If a billed frequency is specified, a start date must also be specified (the opposite is not true – you can specify a start date with no billed frequency). When a machine is billed after this date the start date on the meter is advanced by the billed frequency.

Last Billed By

The initials of the last user to bill the machine.

Service Reads

Service Stock Code

The stock code used to track service reads.

Hide Service

Specifies whether the service read is visible on the job.

Toner Setup

Toner Surplus

Information for reporting only.

Toner Cartridges

Information for reporting only

A4 Ratio

Used when calculating a Total Black (Calculated), Total Colour (Calculated) or Total Calculated meter. This allows an A3 meter to be given a heavier weighting, such as 1.5 or 2 pages when compared to an A4 page. Also used in three tier colour coverage.

Note: This field must be populated.

Prepaid

Prepaid Bulk Pages

Optionally specified for prepaid meters. This indicates the number of page lots that prepaid pages are sold in. For example, if this value is 20,000, then prepaid pages are purchased in lots of 20,000.

Expires Frequency

Optionally specified for prepaid meters. This indicates the period of time after the prepaid pages are purchased that they expire. The date is calculated from the date due on the job where the prepaid

pages were purchased.

Current Meter Counts

Current Meter Count

This is the current meter count for the machine.

Standard Meter Count

This is the current Standard meter count for the machine.

Over Meter Count

This is the current Overs meter count for the machine.

Under Meter Count

This is the current Unders meter count for the machine.

Service Meter Count

This is the current Service meter count for the machine.