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Set Up Master with Meters with Different Periodicities

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A master has two black machines. The finance company for each machine is billed a minimum volume of 10,000 across the contract each month. Every quarter the client is billed any overs.

 

In this example, the master is set to bill monthly, the first period being 1 March 2019.

 

add master monthly

 

The Black Finance line is charged on a monthly basis (note it has nothing in the Billed field in the second image below) and the black meter is to be billed every quarter. The next time the black meter is due to be billed is 1 March 2019.

 

Periodicities

 

Periodicities1

 

Other things to note are that the overs are hidden to the finance company, so they will only ever see the minimum volume. The standard and unders billing are hidden to the client on invoice because they will not be charged anything for these amounts. Only the overs quantity will appear on the job, ensuring the maths displays nicely.

 

Another thing to note is that the minimum volume is always specified at the periodicity of the machine, not the meter. This allows the periodicity of the meter to be changed without having to update the Minimum Volume field.

 

As far as the client is concerned, it is three monthly periods that make up the quarter, so we will use Leave Unders Open stock (Tools > Options > Project > Machines > Leave Unders Available for Clawback). This means we should use one of the Open (OUC, OBC, OUH or OBH) clawback types. In this case the Clawback Open Unders and Overs at Current Rate (OBC) is the method of clawback used.

 

The two child machines have opening balances of 25,000 and 50,000 respectively. The first period, we receive reads of 30,000 (5,000 pages) and 58,000 (8,000 pages). When billing the master, because this is not the end of the period, we bill using the Generate Job Unders Open button.

 

Periodicities2

Master Machine Meter Read

 

The following child jobs are created.

 

Periodicities3

Machine 1

 

Periodicities4

Machine 2

 

The pages are split between standard and over pages proportionally. The total number of standard pages billed is 10,000. Both of the over lines have a status of hide because we specified Hide Inv Over.

 

The master doesn't bill any amounts, but tracks the pages billed on its child machines.

 

Periodicities5

 

It also has the LEAVE.UNDERS.OPEN stock, which ensures that any unders charged in the next period will claw back the overs charged in this period.

 

The black meter was not billed this time because it is next due to be billed on 1 October 2018, as specified by the meter's Start Date.

 

If we invoice this contract using the system Invoice Meters - Master report, we get the following result:

 

Periodicities invoice

 

Info

The finance company only sees that 10,000 pages were billed due to hiding the overs, even though there were actually 13,000 billed.

 

The following month we receive reads of 33,000 (3,000 pages) and 63,000 (5,000 pages). Again, because this is not the end of the quarter, when billing the master we click Generate Job Unders Open.

 

pjob1

Machine 1

 

pojob2

Machine 2

 

For this period, 8,000 pages are billed. This means that the master must bill 2,000 pages in unders. The previous month we had 3,000 pages in overs, so Jim2 claws back 2,000 of those overs this month. It does this on a proportional basis, considering the total overs pages the child machines have done over both months.

 

The first machine had done 1,154 over pages and the second machine had done 1,846. This means that the ratio of the 2,000 overs clawed back is 1,154:1,846.

 

On the master, the 2,000 pages that are billed in unders are also clawed back.

 

pjob3

 

This time the Invoice Meters – Master report looks like the following:

 

pjobinv2

 

The following month's reads for the child machines are 39,000 (6,000 pages) black and 70,000 (7,000 pages) colour. This time, when creating the master job, click Generate Job (not Generate Job Unders Open) because this is the end of the quarter.

 

Once jobs have been created for the two children and the master, they will appear as follows:

 

pjob3a

Machine 1

 

pjob3b

Machine 2

 

Because the contract has done overs, nothing is billed on the master job.

 

pjob3c

Master

 

The invoice displays almost identically to the first month where there were overs as well. The customer's overs jobs are also generated because it is the end of the quarter. Notice its last read is specific to the meter and displays the opening balance of the meter. The MC.BLACK stock has a status of Hide. This ensures that the quantity of 12,353 is not included in the kit header. This keeps the maths at the kit header very straightforward (1,647 X 0.01 X (1 + 10%) = 18.1170).

 

pjob4a

Machine 1

 

pjob4

Machine 2

 

Because of the period of the quarter, the master has gone over its minimum volume, the master again just tracks the volumes billed on its child machines.

 

pjob4b

 

The customer overs invoice does display the over quantities because they have not been hidden on the jobs.

 

overs invoice

 

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 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 Free Pages

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