Stock must be set up prior to adding meters, including macro descriptions on the Machines 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" "}}
Jim2 offers the ability for meters to claw back unders and overs that have been previously charged. For example, a machine is charged a minimum black volume of 1,000 pages per month.
 |
You will see that there is an extra button – Generate Job Unders Open. Select this button if you don't want to close the period. Selecting Generate Job will always close the period.
 |
Month 1 – a page count of 800 is recorded. 800 pages are charged as standard billing, and 200 pages are charged as unders to make up the minimum volume of 1,000 pages.
Month 2 – a page count of 1,100 is recorded. 1,000 pages are charged as standard billing, and 100 pages are charged as over pages.
If we consider the two months together, 1,900 pages were used. 100 unders pages should have been charged to make up the minimum volume of 2,000 pages for the 2 months. To achieve this, month 2 needs to claw back 100 unders pages from month 1 to offset the 100 overs charged in month2.
Overall, this means that the following was billed.
Month 1:
800 standard pages
200 under pages
Month 2:
1000 standard pages |
|
100 over pages |
|
-100 under pages |
This is the clawback of unders. When we reduce unders we reduce overs as well, and standard pages are increased by the same amount. |
-100 over pages |
|
+100 standard pages |
Unders are made available in one of two ways:
1.The meter has Clawback Unders set to one of the following options. All unused unders are available without restriction.
▪ABC (All Overs and Unders at Current rate)
▪ABH (All Overs and Unders at Historical rate)
▪AUC (All Unders only at Current rate)
▪AUH (All Unders only at Historical rate)
2.The meter has Clawback Unders set to one of the following options. Previous billing jobs for this machine/master have Leave Unders Open stock on them. Unders for a particular meter can be clawed back from previous jobs as long as the Leave Unders Open stock is found. As soon a job is found without the Leave Unders Open stock on it, any unders that were charged prior to this are no longer available.
▪OBC (Open Overs and Unders at Current rate)
▪OBH (Open Unders and Overs at Historical rate)
▪OUC (Open Unders only at Current rate)
▪OUH (Open Unders only at Historical rate)
Clawback Unders Example:
A machine with a minimum of 1,000 black pages per month, and Clawback Unders is set to OBC (Open Overs and Unders at Current rate).
January – 800 pages
MC.BLACK.U |
800 @ 0.01 |
= $8.00 |
MC.BLACK.U |
200 @ 0.01 |
= $2.00 |
LEAVE.UNDERS.OPEN |
1 @ 0.00 |
= $0.00 |
Image shown including tax.
February – 700 pages
MC.BLACK |
700 @ 0.01 |
= $7.00 |
MC.BLACK.U |
300 @ 0.01 |
= $3.00 |
March – 600 pages
MC.BLACK |
600 @ 0.01 |
= $6.00 |
MC.BLACK.U |
400 @ 0.01 |
= $4.00 |
LEAVE.UNDERS.OPEN |
1 @ 0.00 |
= $0.00 |
April – 1,600 pages
MC.BLACK |
1000 @ 0.01 |
= $10.00 |
MC.BLACK.O |
600 @ 0.01 |
= $6.00 |
MC.BLACK |
400 @ 0.01 |
= $4.00 |
M.BLACK.U |
-400 @ 0.01 |
= -$4.00 |
MC.BLACK.O |
-400 @ 0.01 |
= -$4.00 |
When overs are charged in April, we can only claw back the 400 under pages that were charged in March. The 300 under pages charged in February, and the 200 unders pages charged in January are unavailable because February doesn’t have Leave Unders Open stock on it.
If we take March and April together, we have 2,200 pages, consisting of 2,000 MC.BLACK (600 + 1000 + 400), and 200 MC.BLACK.O (600 – 400). The unders from March are clawed back, and removed in April (400 – 400).
If the meter had Clawback Unders set to ABC or ABH, all the unders would be available for claw back, regardless of the Leave Unders Open stock, and the April billing would be changed to:
April – 1,600 pages
MC.BLACK.U |
1000 @ 0.01 |
= $10.00 |
MC.BLACK.O |
600 @ 0.01 |
= $6.00 |
MC.BLACK |
600 @ 0.01 |
= $6.00 |
MC.BLACK.U |
-600 @ 0.01 |
= -$6.00 |
MC.BLACK.O |
-600 @ 0.01 |
= -$6.00 |
Clawback Unders and Overs Example
Clawback Unders not only refers to clawing back unders, but also clawing back overs in the same manner. For example, a machine with a Clawback type set to OBC would bill in the following manner:
January – 1200 pages
MC.BLACK.U |
1000 @ 0.01 |
= $10.00 |
MC.BLACK.O |
200 @ 0.01 |
= $2.00 |
LEAVE.UNDERS.OPEN |
1 @ 0.00 |
= $0.00 |
February – 1300 pages
MC.BLACK |
1000 @ 0.01 |
= $10.00 |
MC.BLACK.O |
300 @ 0.01 |
= $3.00 |
March – 600 pages
MC.BLACK |
1000 @ 0.01 |
= $10.00 |
MC.BLACK.O |
400 @ 0.01 |
= $4.00 |
LEAVE.UNDERS.OPEN |
1 @ 0.00 |
= $0.00 |
April – 1,600 pages
MC.BLACK |
400 @ 0.01 |
= $4.00 |
MC.BLACK.U |
600 @ 0.01 |
= $6.00 |
|
|
|
MC.BLACK |
400 @ 0.01 |
= $4.00 |
M.BLACK.U |
-400 @ 0.01 |
= -$4.00 |
MC.BLACK.O |
-400 @ 0.01 |
= -$4.00 |
The last three entries are clawing back the 400 overs that were charged in March. The overs from January and February are again unavailable due to the fact that February didn't have Leave Unders Open stock on it. If we consider the last two months together, we have a page count of:
January – 800 pages
MC.BLACK.U |
800 @ 0.01 |
= $8.00 |
MC.BLACK.U |
200 @ 0.01 |
= $2.00 |
LEAVE.UNDERS.OPEN |
1 @ 0.00 |
= $0.00 |
February – 700 pages
MC.BLACK |
700 @ 0.01 |
= $7.00 |
MC.BLACK.U |
300 @ 0.01 |
= $3.00 |
March – 600 pages
MC.BLACK |
600 @ 0.01 |
= $6.00 |
MC.BLACK.U |
400 @ 0.01 |
= $4.00 |
LEAVE.UNDERS.OPEN |
1 @ 0.00 |
= $0.00 |
April – 1,600 pages
MC.BLACK |
1000 + 400 + 400 |
= 1800 pages |
MC.BLACK.U |
400 + 600 – 400 |
= 200 pages |
MC.BLACK.O |
400 – 400 |
= 0 pages |
Notice that the amount billed for April in this situation is $6.00, which is less than the minimum charge. This is because Jim2 is adjusting for the client paying too much in a previous month.
A machine with a Clawback type set to ABC would bill in the following manner:
April – 1,600 pages
MC.BLACK |
1000 @ 0.01 |
= $10.00 |
MC.BLACK.O |
600 @ 0.01 |
= $6.00 |
|
|
|
MC.BLACK |
600 @ 0.01 |
= $6.00 |
M.BLACK.U |
-600 @ 0.01 |
= -$6.00 |
MC.BLACK.O |
-600 @ 0.01 |
= -$6.00 |
When entering a meter read for a machine, or generating a master billing job, the unders or overs count for each meter that is available for clawback are displayed in the grid.
If the clawback type is set to only clawback open unders (OUC), then the above example will change to the following:
April – 400 pages
MC.PAGE.BLACK |
400 @ 0.01 |
= $4.00 |
MC.BLACK.UNDER |
600 @ 0.01 |
= $6.00 |
Notice that we don't attempt to clawback the overs charged in March. Also note that the client is still billed the minimum volume in April.
Further information: