Jim2® Business Engine Help File

This situation covers where the customer has been quoted a figure that includes both a service and finance/rental component.

 

Stock must be set up prior to adding meters, including macro descriptions on the Machines tab, and linked meters must be added in Options.

 

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" "}}

 

In this case, we would like service and finance split, so they report to separate GL accounts, but from the customer's perspective they should only be billed a single amount – this machine bills the client a service component and a finance component. Internally, you want to keep track of the income split, but you want to bill the client a single combined amount. This assumes you have kitting enabled via Tools > Options > Project > Machines > Linked Meter Kit Stockcode.

 

 

 

Choose a descriptive meter name to highlight the split. The rest of the meter line is set up as per the unders/overs example. Meter ID 2 needs to be linked to Meter ID 1 using the Linked Meter column, as per below. Once linked, Jim2 will change both Meter Ids to 1.

 

 

Once the meter line is entered as above and saved, Jim2 adds the Total line showing the overall figure of 1 cent per black copy.

 

Both meters have independent opening balances. In this case, you need to ensure they are the same. Jim2 will give you a chance to enter in the primary black meter, then enter the same value for the finance meter.

 

 

Also note: the minimum volume is specified for each meter. Jim2 allows these to operate independently if required.

 

If we receive a meter read of 53,500 for the black, the following job is produced:

 

 

Here, the client sees that it has billed the minimum of 5,000 pages at 1 cent per page. Internally, for accounting purposes we have a split between standard billing and unders, as well as a split between service and finance charges.

 

Further information: