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Jim2® Business Engine Help File

More complex meter setups are required for print management plans. As an example, we will now set up a master contract that bills all standard and unders billing to a finance company on a monthly basis, and those charges are split between service and finance 40/60. However, the overs for the contract are all billed directly to the customer, and are billed on a quarterly basis. Set up your master meters as detailed below.

 

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" "}}

 

The standard billing is set up as follows. Note that, in this case we have three meter lines for black and three for colour, which are totalled by Jim2 for us. The service and finance components are split 40/60, and are billed to the finance company or funder's card file. The over lines are billed to the customer card file. As the customer has been billed the standard billing by the finance company already, we zero out the standard billing for the customer meter line. Jim2 also requires a unique billing stock code for each meter line – in this case, we require additional billing stock codes to be set up as per below images.

 

Info

You can Create Similar from existing codes to speed up your process.

 

pmp standard meters

Note the linked Meter IDs

 

Next, we configure the unders/overs meter lines. In this section of the meter setup, we zero out the rates for overs on the finance company meter lines, as there are no charges for any overs in this case. As there is no split on overs here, the full 1 cent/10 cent rates are billed to the customer. Jim2 will display the overs on the finance invoices even though they are charged at $0, so we will utilise the Hide Inv Over and Child Hide Inv Over so that the finance company jobs contain the overs data, but it is hidden on their invoice and not visible to them. Note that the Finance and Over meter lines are linked to their respective Service Meter lines using the Linked Meter column.

 

pmp unders overs meters

 

Finally, we configure the remaining meter columns. For the overs lines for both black and colour, we set the start date to the next bill date for the overs, and set the billed column to quarterly. This means standard and unders meters are billed monthly to the finance company, and the overs are billed to the customer quarterly.

 

pmp service meters

 

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

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 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