Master or Standalone with Free Pages

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This setup can be used for either a master or a standalone contract. The setup for both is identical, except that in the master contract case the prepaid meter is on the master, and in the standalone case it is on the standalone contract.

 

As a part of winning a contract, the sales person has provided 20,000 free black pages to the customer. The master contains two black contracts.

 

The setup for this scenario is nearly the same as for prepaid pages. The difference is that there are no prepaid bulk pages specified. It is still possible to specify an expiration frequency.

 

free page

 

Info

In the above image, this is a Master contract. Meter 2 is not ticked as a master meter and prepaid pages won't appear on child contracts.

 

free page1

 

free page 2

 

Because the free pages are not sold automatically (as there is no block size specified), a separate job is required to give away the free pages. This involves creating a job which assigns the free pages to the contract.

 

It is recommended to set up a Stock GL Group, such as Meter Black Prepaid Purchase, linked to a liability general ledger account (2XXXX):

 

free gl group

 

Another Stock GL Group, such as Meter Black Prepaid COGS (cost of goods sold) is also required.

 

black prepaid free

 

The stock codes are set up as follows:

 

free black stock

 

free black cogs

 

Info

The MC.BLACK.FREE.COGS stock code is not used in the meter setup. It exists to offset the MC.BLACK.FREE stock on the job, which gives away the free pages. In order to do this, it is recommended to use a dynamic kit.

 

black free supply

 

The kit consists of the MC.BLACK.FREE and MC.BLACK.FREE.COGS stock.

 

black free kit

 

A job is then created to give away the free pages. This job is linked to the master contract. This can be created via the master contract and clicking Add Jobs > Consumable Job (at the bottom of the contract).

 

The MC.BLACK.FREE.SUPPLY stock is then added to the job. The price for the MC.BLACK.FREE stock is manually changed to the price per black page. The MC.BLACK.FREE.COGS is changed to the negative of this amount. Finally, the number of free pages provided is entered in as the ordered quantity. This zero dollar job is then invoiced. The date due on the job is the earliest date these prepaid pages can be used.

 

The next bill date on the master contract must be on or after this date for the pages to be used.

 

20k free black1

 

20k free black

 

Info

The negative amount on MC.BLACK.FREE.COGS (this may need to be manually entered). This allocates 20,000 pages to the master's Free Pages meter:

 

20k free black2

 

If reads of 33,000 (8,000 pages) and 57,000 (7,000 pages) are received, it creates standard jobs for the child contracts:

 

20k free black3

Contract 1

 

20k free black4

Contract 2

 

The amounts charged on the child contracts are offset by the free pages being used on the master:

 

20k free black5

 

If the meter setup on the master is then viewed, it will show that there are only 5,000 free pages remaining:

 

20k free black6

 

If the following month reads are 39,000 (6,000 pages) and 62,000 (5,000 pages), the following jobs are created:

 

20k free black7

Contract 1

 

20k free black8

Contract 2

 

The master can only use the remaining 5,000 free pages. Unlike the standard prepaid pages situation, there are no further free pages purchased. This means the customer is billed for the remaining 6,000 pages.

 

20k free black9

 

20k free black10

 

How to

Set up a Master Contract

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 Contracts

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