Overview

The meter count run captures the meter counts from Machines, but does not create invoices. In order to invoice those counts to the customer, you need a meter charge run.

The charge run is separate to allow you to:

invoice fixed charges for meters in advance
invoice variances at the beginning or the end of a period of time
have different charge months for fixed charges and count variances
allow customer to save up under minimum charges on a meter to use in later periods when meter usage is greater than the minimum

This feature is not available in Readysell Lite.

There is a system reference to display the quantity shipped and price on a shipment.
If you wish to see the shipment line print with a quantity shipped = 1 unit and price = total value set the system reference to False
If you wish to see the shipment line print with the total number of copy clicks and the price be the each price of the copy click set the system reference to True

System reference can be found in = Administration>system types>sales>IMPROVED-METER-CHARGE-RUN-SHIPMENT-LINE-QUANTITY

Comment Line Product
In respect to the Comment Line and/or Meter Charge Comment Line on a Meter charge invoice the set up process is as follows:
Create a product to Stand for either one. There is already a standard product called 'Comment' with a product type = Comment
Ensure that this product is in the right non stock product category.
If you want the $0.00 to print on the meter charge shipment and Invoice, assign the product type = Comment, if you do not want to print a $0.00 on a comment line assign the product type = Meter charge Comment
If you have your own customized meter charge invoices, you will need to amend the layout to not print the $0.00 on the comment line.
There is a system reference code, Type = Sales, Code = 'Meter-charge-run-comment-line-template' in Administration>Advanced>System Types. This is used to format the meter charge run sale shipment/invoice comment line notes that print. The value in this code can be changed and saved.

EG Value =

Meter Billing for:
Machine No: {machine}, Serial No: {serial-number}
Reference: {machine-customer-reference}

Only Machines with a Status = Active or Replacement will be part of a meter count run.
Only Machines with a Status = Active or Hire will be part of a meter charge run as long as the contract date on the machine has not expired

Getting Started

Reference

Buttons

Image	Field	Description

Image	Field	Description
	Calculate Usage	Calculate the which charge to use between minimum and variance charges
	Prepare Shipments	Prepare sale shipment lines for the charges on this meter charge run
	Finalise	Generate sale shipments with a status of OPEN
	Complete	Post shipments and then create and finalise Invoices
	Generate Email Batch	Generate invoice email batch
	Run Batch Now	Send emails to recipient

Fields

Field	Description

Field	Description
Type	Transaction type Meter Charge Run (METCHG)
Number	System allocated transaction number
Date	The date a meter charge run was created
Status	Transaction status
Tender	Tender type defaults

Lines Tab

Field	Description

Field	Description
Type	The charge run type e.g. Variance, Counted
Date	The Date the meter count was taken
Invoice Date	The date the run was invoiced
Meter	The Meter name
Period	The charge run period in YYYYMM format e.g. 201407
Value	The charge Value
Note	A Note stored on the machine

General Tab

Field	Description

Field	Description
Partial Meter Charge Run
Description	Populated from meter count run

Prepared Shipment Lines

Field	Description

Field	Description
Site	The site code. You can have multiple stores sites. See Sites reference
Meter	The Meter name on the machine
Machine	Machine ID
Charge to	Machine charge to
Address	Machine Address
Product	The charge run Product ID for that meter e.g. CopyChargeTotal (Copy Charge Total Meter)
Tax Code	The tax code applied to the shipment line e.g. GST, see Tax Codes
Product Unit	The sell unit of the product on the shipment line. See Product Unit Reference e.g. EACH(1)
Location	The location from which the product was picked. See Locations reference
Unit Price Ex Tax	The unit price at this level, excluding tax.
Unit Price Inc Tax	The unit price at this level, including tax.
Unit Quantity Shipped	The unit quantity of this unit that was shipped in this shipment. e.g. EACH(1)
Each Quantity Shipped	The individual quantity shipped
Tax Value Shipped	The tax value of the sale shipment line.
Value Inc Tax Shipped	The total value of the goods shipped on the sales shipment line including tax.

Sale Shipments

Field	Description

Field	Description
Transaction Number	The sale shipment transaction number
Date	Date of the meter charge run to be on the shipment
Customer	The customer ID and name of the shipment
Charge to	Charge to from the customers card
Value Inc Tax Shipped	The overall total value of the goods shipped, including tax.
Sales Invoice	Meter charge Invoice number
Sales Invoice Status	Status on the meter charge invoice

Meter Charge Runs