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Jim2® Business Engine Help File

Navigation: Managed Print Services Edition

Set Up Master or Standalone with Free Pages

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This setup can be used for either a master or a standalone machine. 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 machine.

 

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

 

The setup for this scenario is nearly the same as for prepaid pages. The difference is that there are no prepaid bulk pages specified. You can still specify an expiration frequency if required.

 

free page

 

Info

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

 

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 machine.

 

We recommend setting up a Stock GL group, such as Meter Black Prepaid Purchase, linked to a liability GL account:

 

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, we recommend you 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 by going to the master contract and selecting 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 pages given away 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 (you may have to manually enter this). This allocates 20,000 pages to the master's Free Pages meter:

 

20k free black2

 

If we then receive reads of 33,000 (8,000 pages) and 57,000 (7,000 pages), it creates standard jobs for the child machines:

 

20k free black3

Machine 1

 

20k free black4

Machine 2

 

The amounts charged on the child machines 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

Machine 1

 

20k free black8

Machine 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 client is billed for the remaining 6,000 pages.

 

20k free black9

 

20k free black10

 

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 Prepaid Pages

Set up QR Code

Simple Meter Examples

Skip Billing

Split Billing 2nd Party

Split Meter Setups

Terminate a Contract

Unders and Overs Meter Setup