Stock must be set up prior to adding meters, including macro descriptions on the Contracts 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" "}}
A contract with only a black meter is serviced by an agent. The agent has negotiated a minimum volume charge for the contract. At the time of billing the customer, raise a purchase order for the amount expected to be billed by the agent.
The same principle of unders and overs can also apply to 3rd Party PO meters. Note that the minimum volume for the purchase order meter is 1,000, and the minimum volume for the black meter is 2,000.
If a read of 57,300 is received for black, the job produced would look similar to:
The linked purchase order lines produced are:
Within the purchase order, right click on the stock line to view the original contract.
Jim2 can create a consolidated, separate third party PO per single contract, or even per master contract. This is a global setting and can be overridden by a the Group PO By Project Method setting on the Vendor tab of the cardfile. In particular cases, a contractor could be set up for single third party PO's for each contract or master.
▪<Default> – as set up in Tools > Options > Contracts > Managed Print Services
▪Consolidated – All purchase order lines for a particular period are added to the same purchase order.
▪Single – Each contract has its own purchase order created.
▪Master – contracts of a single master contract will be added to their own purchase order. Standalone contracts are treated as though the setting is Single.
Further Information
Contract Serviced by 3rd Party
Contract Serviced by 3rd Party with Base Charge
Contract Serviced by 3rd Party with Minimum Charge