Create the following Billing Stock codes for each meter type (more will be required if there are to be multiple billings against the one meter type), and link them to the Stock GL group you have created.
These are all allocated to the appropriate Stock GL Group and Report Groups, and do not have Price or Vendor details.
Note that the Description comprises Macro fields explained here.
Stock Code |
Stock Type |
Purpose |
|---|---|---|
MC.BLACK |
Non Depleting |
Machine Black Standard Meter. |
MC.BLACK.U |
Journal |
Machine Black Unders Meter. |
MC.BLACK.O |
Journal |
Machine Black Overs Meter. |
MC.BLACK.S |
Non Depleting |
Machine Black Service Meter. |
MC.COLOUR |
Non Depleting |
Machine Colour Standard Meter. |
MC.COLOUR.U |
Journal |
Machine Colour Unders Meter. |
MC.COLOUR.O |
Journal |
Machine Colour Overs Meter. |
MC.COLOUR.S |
Non Depleting |
Machine Colour Service Meter. |
MC.RENTAL |
Non Depleting |
Machine Rental Base Charge. |
MC.LEASE |
Non Depleting |
Machine Lease Base Charge. |
MC.MINIMUM |
Non Depleting |
Machine Minimum based on #. |
METER |
Dynamic Kitting |
Meter Kit for simplifying customer invoices. |
MASTER |
Dynamic Kitting |
Master Meter Kit for simplifying customer master invoices. |
NO.READ |
Non Depleting |
Bill minimums only pending an actual reading. |
ESTIMATE |
Non Depleting |
Bill an estimate reading pending an actual reading. |
LEAVE.UNDERS.OPEN |
Journal |
Leave Unders open to draw down on in a later period. Note: Machine Type is not required. |
When you set the meter types in Options, billing can be bundled into meter billing kit if required. A meter billing kit allows multiple stock codes to be billed against a meter, for example split service and finnance. These are typically hidden on the invoice with only the kit header displayed. The meters must be linked for the billing kit to work.
Example Macros – these govern what will show on the stock line of the billing job
{{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" "}}
The Hide on Invoice field on the Details tab may be selected depending on the desired outcome of the description macros.
Further information: