This supporting function is used to create and maintain basic data needed for meter invoicing of a service agreement.
This supporting function includes the following activities:
Entering Agreement Types
Agreement types are entered in 'Service Agrmt Type. Open' (SAS410). For each agreement type, the invoicing method indicates whether invoicing is done in advance or in arrears. The invoicing method also indicates whether aggregate meter invoicing is used.
The agreement type can also be used to regulate the contract item to be proposed by default in the agreement line when this agreement type is used. Therefore, it is appropriate to define different agreement types for different types of meter invoicing.
Entering Contract Items
Contract items are entered in 'Contract Item. Open' (SAS450). They can be entered for general use or they can be connected to individual items, superior items or agreement order types. See Pricing Service Agreements. To use a contract item during meter invoicing it must have price type 05.
Entering Meter Price Schedules per Contract Item
A meter price schedule should be entered for each contract item with price type 05. This is done in 'Contract Item. Update Meter Prices' (SAS451), which is accessed by specifying option 12 = Mtr price sched from 'Contract Item. Open' (SAS450). This meter price schedule contains default prices for meter invoicing and will be copied to the agreement when this contract item is used in an agreement line. The meter prices can later be adjusted for each agreement.
Only one meter price schedule can be entered for a contract item. The schedule belongs to one of seven price schedule types. These types are described in detail in the help text for field Price schedule type.
For price schedule types 01 and 02, meter price schedule lines must also be entered in 'Contract Item. Uppdate Meter Price Scale' (SAS452), which is accessed by specifying option 11 = Details from program SAS451. For type 01, several different prices can be invoiced for a certain used quantity, while for type 02 the same price is invoiced for all used quantities.
Example: Assume price schedule type 01 is used. A quantity of 1,500 units is invoiced, of which 1,000 units are invoiced at a unit price of USD 0.60 and 500 units are invoiced at USD 0.50. For type 02, 1,500 units would be invoiced at a unit price of USD 0.50.
Entering Meters per Item and Individual Item
Meter invoicing can only be performed for items and individual items with meters. The meters normally used are defined in 'Item. Open Service Supplement' (SOS001). Option 14 = Meter info allows you to enter default values for these meters in 'Item. Enter Meter Information' (SOS003). This information is then proposed by default when an individual item is entered in program
The default values for the individual item's meters can be changed in programs 'Individual Item. Open' (SOS419) and 'Individual Item. Open Meter Details' (SOS418).
Working with Service Order Types
In 'Service Order Type. Open' (SOS010), field Update meter hist indicates whether the meter history is updated when a service order belonging to this order type is invoiced. The meter history can only be updated when service order types belonging to category 3 are invoiced.
Working with Customers
The optional parameters below can be set for customers used to define the payer, owner and site of an agreement and individual item. These parameters are set in 'Customer. Open' (CRS610), panel M.
If 1 is entered in the meter value estimate field, the planned meter values will be calculated when 'Meter. Open Reporting Round' (SOS330) is used.
The tolerance days regulate the maximum number of days that may pass between the current date and the last reading. If this number is exceeded, the meter value is estimated.
The deviations from average usage regulate the percent deviation allowed from the average usage for bases 1 and 2.
The deviation from the planned annual usage regulates the percent deviation allowed from the planned annual usage.
The days per week regulate the number of days per week on which the average meter usage and planned meter usage are based. For example, 5 is entered if there is usage only during the five workdays.
If 1 is entered in field Print meter breakdown on invoice, then all meter details and corresponding prices will be printed on the customer's invoice during meter invoicing. For example, assume a stepped price of USD 0.50/unit applies for 0-1,000 units and USD 0.40/unit applies for 1,001-2,000 units. 1,500 units are to be invoiced. Both the average price – USD 0.47/unit for 1,500 units – and the details – 1,000 units at USD 0.50/unit and 500 units at USD 0.40/unit – will be printed on the invoice.
The sources of the meter readings allowed when reporting meter values can also be defined for a customer. For example, a meter reading might originate from a technician calling in after servicing an item. This optional information is defined in 'Meter Entry Source. Open per Customer' (SOS325).