Meter Charge Runs
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}
Getting Started
- (WIP) Deferring charges for new machines to the second month of operation
- Meter Charge Runs to generate and process print service invoices
- Reversing a Meter Charge Run
Reference
Buttons
| 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 |
|---|---|
| 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 |
|---|---|
| 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 |
|---|---|
| Partial Meter Charge Run | |
| Description | Populated from meter count run |
Prepared Shipment Lines
| 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 |
|---|---|
| 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 |