Meter Invoicing

This process is used to create agreements for meter invoicing of individual items. The differences between meter invoicing agreements and normal service agreements are also described here. Therefore, document Service Agreements should also be read along with this process.

Before you start

The process can be started when basic data is entered. See supporting functions Basic Data for Service Agreement and Basic Data for Meter Invoicing.

Follow these steps to entry of agreements with aggregate meter invoicing

  1. Entering Agreement Header

    Agreements are entered in 'Service Agreements. Open' (SAS100). If aggregate meter invoicing will be used, it must have been specified in the agreement header. This parameter is then proposed by default from the invoicing method of the agreement type used. Aggregate invoicing means that usage for all individual items in an agreement is totaled during meter invoicing.

    A meter price schedule must be connected to the agreement header. Prices for crediting and the aggregate usage should be entered in this price schedule.

    Note: Prices in the meter price schedules for meter invoicing agreements cannot be adjusted automatically with an index or percentage.
  2. Entering Meter Price Schedule Header - Aggregate

    The meter price schedule must be defined per agreement header (and not per agreement line). This is done in 'Service Agreement. Update Meter Prices' (SAS121), which is accessed from 'Service Agreements. Open' (SAS100). The contract item to be used to price the agreement is entered here.

    The header (and any lines) of the meter price schedule are copied to the agreement header from this contract item. The information in the header can then be changed for each agreement. The information entered in the header depends on the price schedule type used. Lines are only used for price schedule type 01 (stepped ranges) or 02 (banded ranges).

    The contract item entered will be proposed by default in the agreement lines when they are entered.

  3. Entering Meter Price Schedule Lines - Aggregate

    For agreements with aggregate meter invoicing that belong to type 01 or 02, lines must also be defined for the aggregate quantities. This is done in 'Service Agreement. Update Meter Price Scale' (SAS122), which is accessed by specifying option 11 = Details from 'Service Agreement. Update Meter Prices' (SAS121). The program can also be accessed by specifying option 19 = Mtr prc sch det from 'Service Agreements. Open' (SAS100). Prices are entered here for each unit used for different quantities used during the invoicing period and for different invoice meters. Default prices are proposed from the meter price schedule connected to the contract item entered in the previous step. These prices can be changed for each agreement.

  4. Entering Agreement Site

    An agreement site connected to an agreement header is defined using option 15 = Sites from 'Service Agreements. Open' (SAS100).

  5. Entering Agreement Lines

    Agreement lines are connected to agreement sites using option 15 = Lines from 'Service Agrmt. Connect Customer Site' (SAS110). The lines obtain default values from the agreement site such as validity period, invoicing interval and agreement type.

    The individual items covered by the agreement should be entered. Default prices can be obtained from predefined contract items with regards to the specified individual item, agreement type and response time. See Pricing Service Agreements.

    The contract item used during meter invoicing must belong to price type 05. The meter price schedule defined for this contract item (see Basic Data for Meter Invoicing) is automatically copied to the agreement line and can then be changed.

    For agreements with aggregate meter invoicing, the contract item is proposed by default from the contract item entered when the aggregate meter price schedule was connected to the agreement header. If aggregate meter invoicing will be used, it is not possible to define a meter price schedule per agreement line. Contract items and meter price schedules are defined in this case per agreement header and apply to all agreement lines.

Follow these steps to entry of agreements without aggregate meter invoicing

  1. Entering Agreement Header

    Agreements are entered in 'Service Agreements. Open' (SAS100).

    The meter price schedule is entered for each agreement line to be invoiced.

    Schedules can be adjusted automatically with an index or percentage.

  2. Entering Agreement Site

    An agreement site connected to an agreement header is defined using option 15 = Sites from 'Service Agreements. Open' (SAS100).

  3. Entering Agreement Lines

    Agreement lines are connected to agreement sites using option 15 = Lines from 'Service Agrmt. Connect Customer Site' (SAS110). The lines obtain default values from the agreement site such as validity period, invoicing interval and agreement type.

    The individual items covered by the agreement should be entered. Default prices can be obtained from predefined contract items with regards to the specified individual item, agreement type and response time. See Pricing Service Agreements.

    The contract item used during meter invoicing must belong to price type 05. The meter price schedule defined for this contract item (see Basic Data for Meter Invoicing) is automatically copied to the agreement line and can then be changed.

  4. Entering Meter Price Schedule Header

    The meter price list must be defined per agreement line for agreements without aggregate meter invoicing. This is done in 'Service Agrmt. Update Meter Prices' (SAS121), which is accessed by using option 18 = Mtr prc sch hdr from 'Service Agrmt. Open Lines' (SAS120). Default prices are proposed from the meter price schedule connected to the contract item entered in the agreement line. These prices can be changed for each agreement line.

  5. Enter Meter Price Schedule Lines

    For agreements without aggregate meter invoicing that belong to type 01 or 02, lines must also be defined for the individual item quantities. This is done in 'Service Agrmt. Update Meter Price Scale' (SAS122), which is accessed by specifying option 19 = Mtr prc sch det from 'Service Agrmt. Open Lines' (SAS120). Prices are entered here for each unit used for different quantities used during the invoicing period and for different invoice meters. Default prices are proposed from the meter price schedule connected to the contract item used in the agreement line. These prices can be changed for each agreement line.

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