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Jim2® Business Engine Help File

This situation covers where the customer has been quoted a figure that includes both a service and finance/rental component.

 

Stock must be set up prior to adding meters, including macro descriptions on the Machines tab, and linked meters must be added in Options.

 

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" "}}

 

In this case, we would like service and finance split, so they report to separate GL accounts, but from the customer's perspective they should only be billed a single amount – this machine bills the client a service component and a finance component. Internally, you want to keep track of the income split, but you want to bill the client a single combined amount. This assumes you have kitting enabled via Tools > Options > Project > Machines > Linked Meter Kit Stockcode.

 

split meter

 

Info

The Black Service Total line will auto-populate when you finish entering your meters.

 

Choose a descriptive meter name to highlight the split. The rest of the meter line is set up as per the unders/overs example. Meter ID 2 needs to be linked to Meter ID 1 using the Linked Meter column, as per below. Once linked, Jim2 will change both Meter Ids to 1.

 

linked meter

 

Once the meter line is entered as above and saved, Jim2 adds the Total line showing the overall figure of 1 cent per black copy.

 

Both meters have independent opening balances. In this case, you need to ensure they are the same. Jim2 will give you a chance to enter in the primary black meter, then enter the same value for the finance meter.

 

split meter OB

 

Also note: the minimum volume is specified for each meter. Jim2 allows these to operate independently if required.

 

If we receive a meter read of 53,500 for the black, the following job is produced:

 

meter job

 

Here, the client sees that it has billed the minimum of 5,000 pages at 1 cent per page. Internally, for accounting purposes we have a split between standard billing and unders, as well as a split between service and finance charges.

 

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

 

Clawback Meters

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

Terminate a Contract

Unders and Overs Meter Setup