Meter Billing Read Screen

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The billing engine is designed to streamline billing of master/child contracts. Whilst reads can be entered on standalone child contracts, entry of reads for all child contracts can be done via the master. When choosing the master contract, this will also show all child contracts in the left hand pane, allowing entry of reads on all those contracts.

 

State

Contracts in a state of Active are those that are not yet due for billing.

 

As a contract comes up for billing, based on its Next Bill date, the contract's State will show as Billing Due (coloured red) within a list.

 

Once meter reads have been entered and jobs have been created, the contracts will become Billable, meaning they can now be invoiced.

 

Create a list of Master contracts and tick Billing Due.

 

There are two ways to bill contracts:

1.Run a list of all Master contracts. Billing can be performed on a list by clicking Bill Contracts at the bottom of the list.

sort bill list

The following will appear for making selections:

billoptions

2.Open a master contract, then click Add Meter then Add Billing Meter Job at the bottom of the list (shortcut key is Ctrl B, or right click on the desired contract).

add meter

When selecting Add Billing Meter job without making a further choice, Jim2 will use what has been set up via Tools > Options > Contract > Managed Print Services.

default read

The other two choices are self explanatory.

The following screen will appear.

meter billing read screen

 

Header

Item

Explanation

Show More Reads

Select from one of these for the default number of reads:

 

default no of reads

Incomplete Read

When selected, this will change all the fields for each contract as shown below.

 

no read all

 

Go to Next Incomplete will move down the list in the lower window.

 

Show only missing reads will show only those contracts that are missing reads.

Submission

Selecting this will place the cursor in the New Meter Value field, ready for entry.

 

default read

When Billing is selected, the Normal Read area will change to Meter Billing Read.

 

billing

Service/Record Service

New Read/No Read, etc. performs the same function as the New/No/Average/Estimate read icons above, however it will only do so on the highlighted contract rather than all contracts.

 

The area below the header lists reads received, the date they were received and how received (ie. FMAudit connector). In the case of a Master contract, all child contracts will be listed here under the master contract.

 

read window

 

Explanation of colours:

 

meter colours

 

meter info

 

The area to the right shows information on the Asset (the actual machine). The Read Info will match what has been highlighted in the machine area to the left, ie.

 

read window match

 

The Billing Info area shows the last billed, bill date and billing total information.

 

Meter Read Info and Contract Setup area

This area shows both the meter read information and the contract setup. If the Meter Read Info is coming from a read such as FMAudit, the meter values will already be populated for that read.

 

meter read info

 

If New Read is selected, the screen will change to allow entry of manual meter reads.

 

enter meter read

 

Once all reads have been entered, in the bottom left of the task bar it will state Generating Preview. Once done, the following will appear, meaning that billing can be performed.

 

preview gen

 

If there are any issues, a warning will appear in this area to allow for fixing any problems.

 

read error

 

Click Preview in the bottom right of screen, which will then show a preview of all jobs and purchase orders that will be created. Select any of the jobs/purchase orders and the screen below will display exactly what will appear on the job or purchase order.

 

preview1

 

Click Bill Meter at the bottom right of screen and all jobs/purchase orders will be created. The jobs will then appear under the Active Job tab within the contract, ready to be invoiced.

 

Further information

Request Meter Reading

Enter Meter Readings

Individually on each contract

As a batch working down the list

Invoice Meter Readings