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 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.
In this case, a read of 57,750 produces the following job:
And the following lines on a linked purchase order created:
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