Dealer credit estimated
By selecting this option a special dealer credit can be used. Your administrator must activate this function (see COMPANY_XXX/ CONTRACT/CREDIT_ESTIMATED_ON)
How to set this up, see contract header.
General:
| Department | Select the department from the drop-down list as limitation |
| Date on invoice | Select the date on the invoice |
| Customer no/-name | Select the customer as limitation. If you remember the part of the customer number or -name, enter this and press F3 to display an customer list . If you know the number, enter this and move to the next field. |
| Period | Select for which period that the credits are going to be created (year and period 1,2,3 or 4) |
| Not confirmed | Select only the dealer credits marked as not confirmed. |
<Retrive data> |
When the limitation fields have been set, press the button to search for contract and rows where ‘Estimated credit’ is set. The grid will be filled with one row for each machine/meter to be included in the credits. |
There are 3 editable columns in the grid:
- To counter: The estimated to-counter. This can be edited if the estimation is not correct.
- Avail: Setting this will make the machine/meter available in the web portal for the dealers
- Confirmed: When set to ‘confirmed’, the credit is ready to be made.
Estimation is calculated like this for the period you want to create estimated dealer credit for.
Evatic will look for the last registered meter in the estimation period (service or contract meter)
From this meter we will deduct the first meter reading for the machine on this contract. (service or contract reading)
If there is only one reading on this contract, the start counter will be used for estimation
The total number of prints will be divided on number of calendar days between the readings. You then have estimated usage per day.
This is calculated by the days between the last reading in the period and the last date of the period.
Example.
If the estimation is for period 1 - 2016 (01.01.2016 - 31.03.2016)
The last received reading is 20.03.2016 and it is 35000.
The first reading of this machine was 03.01.2016 and it was 1250
The calculation will be like this:
35000 minus 1250 = 33750 / 85 days = 397,0588 a day
Then add this to each day the rest of the period (21.03.2016 - 31.03.2016 = 11 days * 397,0588 = 4367,6470)
35000 + 4367,6470 = 39367,6471. Estimated meter will be 39368
Buttons:
| Set all rows available | Button to set all the rows marked as available in the web portal for the dealers |
| Setall rows confirmed | Button to set all the rows marked as confirmed |
| Show machine | Button to open the machine marked in the list |
| Show contract | Button to open the contract marked in the list |
| Create credits | Button to press in order to run the crediting batch. If all values are correct, press ‘Create credits’ to create the credits for the machines/meters displayed in the grid. |
Settings:
Option for the service partners to view and edit the click back prices.
- Search for the customer. If you remember the part of the customer number or -name, enter this and press F3 to display an customer list. If you know the number, enter this and move to the next field. The grid below will be filled with the price for each model/meter.
- Add new by selecting the model and meter from the grid-drop-down list and then type in the new price.
It is possible to add different article numbers for the different meters to be used on the dealer credits. Enter part of the number and press F3 to display an article list