OPERATIONS MANUAL. Machine Population and Billing Information System. Canon User Resource Guide

Transcription

1 Canon User Resource Guide Machine Population and Billing Information System OPERATIONS MANUAL For use by authorized Canon customers only and any other use is strictly prohibited. 07/09/2001 1

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3 Copyright notice -> 2001 Canon U.S.A., Inc. This document contains proprietary information that is protected by copyright. All rights reserved. No part of this document may be photocopied, reproduced or translated into another language without the prior consent of Canon U.S.A., Inc. General Notice -> The material contained in this manual is for information purposes only and is subject to change without notice. Canon Trade notice -> Canon is a registered trademark of Canon Inc. Third party trademark notice -> Any trademarks, trade names, service marks or service names owned or registered by any other company and used in this manual are the property of their respective owners. 07/09/2001 3

4 Table of Contents What s In this guide...5 Chapter Contents...5 Guide Conventions...5 About the Machine Population and Billing Information System The Machine Population and Billing Information System Environment Accessing the Machine Population and Billing Information System...13 The CNA Menu...15 Using Menus...17 Using the Machine Population and Billing Information System Main Menu...19 Monthly Billing Report...21 Sample Monthly Billing Inquiry Reports...21 Report #1: Monthly Billing Report by Account (Total Billed)...21 Report #2: Monthly Billing Report by Model (Total Billed) Drill Down from Account Code...25 Report #3: Monthly Billing Report by Location Drill Down...29 Report #4: Monthly Billing Report by Account (Total Population)...33 Report #5: Monthly Billing Report by Account (Bill Population)...37 Report #6: Monthly Billing Report by Account (Total Copy Volume)...41 Report #7: Monthly Billing Report by Account (Average Copy Volume)...45 Report #8: Monthly Billing Report by Account (Bill Copy Volume)...49 Report #9: Monthly Billing Report by Account (Average Copy Volume Billed)...53 Report #10: Monthly Billing Report by Account (Average Billed)...57 Summary Report Download /09/2001

5 WHAT S IN THIS GUIDE... The Machine Population and Billing Information System Manual provides an overview of the Machine Population and Billing Information System and gives detailed descriptions of its components and usage. Chapter Contents This guide includes the following chapters: What s in this Guide About the Machine Population and Billing Information System gives an overview of the system flow. The Machine Population and Billing Information System Environment describes the menus and screen components. Using The Machine Population and Billing Information System provides step-by-step instructions for logging on to the system, navigating through the system and detailed usage instructions. Guide Conventions Document conventions used in this guide have been established to help you learn to use The Machine Population and Billing Information System quickly and easily. Symbol/Type Style bold bold italics Used For Used for window, menu and field names. The actual information you enter into a field. Window buttons that you click. Window buttons are used to save data, cancel an operation, change a status or proceed to another screen. Specific window buttons are defined in the field glossary table for each screen. 07/09/2001 5

6 Radio Button Check Box Entry or Display field List of Values or LOV Scroll Bar hyperlink Radio buttons are clicked to turn a selection on or off. If the radio button is filled black it is selected (or on). If the radio button is clear as in this example, it is unselected or off. Similar to radio buttons, check boxes are used to turn a selection on or off. The check box will display a check mark if it is turned on, and will be empty as in this example if turned off. These are used to enter data or for display of data previously entered. These fields may be protected or unprotected. If protected, this means it is for your information only and it may not be changed. You will not be able to enter data into a protected field. If unprotected, you may enter data into the field by positioning your mouse cursor over the field and typing the data you wish to enter. An LOV is used when there is a choice of items to enter in a screen field. Use the down arrow to display the list. Then position your mouse pointer over the list item that you wish to select and click the left mouse button to select it. The selected item is populated in the screen field. A scroll bar appears on the right hand side of a screen or an LOV when there is more data than can fit in a single screen image or LOV box. Left mouse click on the arrow keys or left click and slide the rectangular elevator to move the screen or LOV up or down and display additional data. Usually underlined in blue or magenta and sometimes bracketed, these work similarly to buttons and enable the user to move from function to function or access sub forms. Note Important information about a Machine Population and Billing Information System operation or process step. Step-action tables describe the procedures you will be performing. They are divided into three columns. Step, the column on the left indicates the step number. Action, the column in the middle describes the action you must perform. Notes, the column on the right further clarifies the step. Examples of Notes information include acceptable entries in fields, whether a List of Values is available at this time, and if a new window will display after the step is completed. 6 07/09/2001

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8 The following is an example of a step-action table: Step Action Notes 1 Click on hyperlink Monthly Billing Report. The Monthly Billing Report (Total Billed) appears 2 Use the Report Format LOV to select Total Population The Monthly Billing Report (Total Population) appears Field Glossary tables define all the input and display fields and buttons that appear on a screen. Field The label for the field as it appears on the screen Description Tells you what the field means Protected If, this means the field is for display only and may not be updated using this screen. If No, this means you may enter data in this field. Following is an example of a Field Glossary table: Field Description Protected Group A grouping of Canon accounts. This usually designates the parent company in cases where a parent/subsidiary relationship structure exists for a customer. Code Canon s internal account code for a customer. Total Copy Volume The actual number of meter clicks produced for all machines in the selected population. No 8 07/09/2001

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11 ABOUT THE MACHINE POPULATION AND BILLING INFORMATION SYSTEM... The Machine Population and Billing Information System is an Extranet system developed by Canon s IT Division to give Canon s top Retail Accounts (those supported by National Accounts and the Government Marketing Division) the ability to view online and/or download reports showing their billing activity, machine population, and meter counts. The system will provide more timely access to billing data and will help eliminate paper reports that are currently distributed to customers. Information may be summarized for an entire account or a group of accounts, or may be detailed down to the individual machine level. Counts and billing data are listed by month and may be summarized by quarter. Various formatting and sort parameters are provided so the user may customize their own version of the reports. Access to the Machine Population and Billing Information System is through Canon s CNA (Canon Network Access) Extranet System. Canon customers will be assigned access rights to CNA and to the Machine Population and Billing Information System. The Logon ID (UserID) will determine the access rights that each user will have to both the CNA system and to functions within the Machine Population and Billing Information System. 07/09/

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13 THE MACHINE POPULATION AND BILLING INFORMATION SYSTEM ENVIRONMENT... This chapter introduces the Machine Population and Billing Information System. It highlights the general screen layout and describes menu operations. Accessing the Machine Population and Billing Information System Access the Machine Population and Billing Information System through the Canon Network Access system (CNA) using the procedure described below. Step Action Notes 1 Open your Internet Browser and type in the URL to access the CNA System. The CNA SYSTEM login window displays. 2 In the Username field: Enter your ID. Tab to Password. Enter your password. You will be presented with the CNA Main Menu Click 07/09/

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15 The CNA Menu The CNA Main Menu allows Canon customers access to many different functions within the Canon Network Access Extranet system. One of these functions is the Machine Population and Billing Information System. To access the Machine Population and Billing Information System you will click on the National Accounts Division hyperlink. CNA Menu Bar CNA Menu Hyperlink 07/09/

16 Step Action Notes 1 On the CNA Main Menu, click on National Accounts Division to proceed to the Machine Population and Billing Information System. The Machine Population and Billing Information System Menu will appear 16 07/09/2001

17 Using Menus Menus allow you to execute major system processes as well as allowing you to move quickly between one system function and another. There are three types of menus in the Machine Population and Billing Information System: The Internet Browser Menu bar- appears at the top of your browser window and is independent of the application you are running. For example, the Back button on the Internet Browser Menu Bar will return you to the last screen you accessed, whether you are running the Machine Population and Billing Information System or another application. The Machine Population and Billing Information System Menu Bar will enable you to navigate to other functions within the Machine Population and Billing Information System. Hyperlink Menus the example below shows the Machine Population and Billing Information system hyperlink menu with two choices. Click on the hyperlink to proceed to a menu option. Internet Browser Menu Bar Machine Population and Billing Information System Menu Bar Hyperlink Menu 07/09/

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19 USING THE MACHINE POPULATION AND BILLING INFORMATION SYSTEM... This chapter provides step-by-step instructions for navigating through and using the Machine Population and Billing Information System. Access the Machine Population and Billing Information System Menu after signing on to CNA by selecting the National Accounts Division hyperlink on the CNA Menu. Main Menu 07/09/

20 Main Menu Action Steps Step Action Notes -1- Click on Monthly Billing Report to see summary reports of copy volumes, machine population and billing amounts for a single account. -or- Click on Download Functions for Detail Report to view or download detailed billing information by machine location for each machine in your company s population. Account information will be displayed based on the Account Codes assigned to the your User ID. Account information will be displayed based on the Account Codes assigned to the your User ID. Downloaded files are commadelimited files (fields are separated by commas) that may be loaded into an Excel spreadsheet /09/2001

21 Monthly Billing Report This function summarizes copy volumes, billed amounts, and machine population for the account. Data is summarized monthly with quarterly totals. You may also drill down to display this summary data from the highest level of Account down to the individual machine serial number. Sample Monthly Billing Inquiry Reports Report #1: Monthly Billing Report by Account (Total Billed) This lists total dollars billed for all subsidiary accounts (companies) associated with your parent company. 2 07:Total Bill 1 Monthly Billing Report By Account As of 2001/04/30 (Parent Company Name) 5 4 Account Name 3 Code Jan Feb Mar Apr May Jun 1st qt 2nd qt SUB COMPANY NAME 1 AABC12 190, , , , , , SUB COMPANY NAME 2 AAB1 178, , , , , , SUB COMPANY NAME 3 AABC9 172, , , , , , SUB COMPANY NAME 4 AABC27 166, , , , , , SUB COMPANY NAME 5 AABD13 129, , , , , , SUB COMPANY NAME 6 AADE , , , , , , /09/

22 Monthly Billing Report by Account (Total Billed) Field Glossary Field Description Protected 1 Report Title Monthly Billing Report by Account. This report was generated when the user drilled down to the Account Level by clicking on the Group Name hyperlink on Report #1. 2 Report Format LOV The default selection for this LOV is 07: Total Bill. In this case the report will show total dollars billed by month with monthly totals summed for each quarter shown on the report. There are eight selections available in this LOV. Once the report is displayed, you may make another selection from this LOV. The selections available in this LOV are: 01: Total Population The total number of machines installed at your company s location(s). 02: Bill Population The total number of machines for which Canon is billing. Machines that have been installed but have not yet been billed, are included in the Total Population, but excluded from the Bill Population. 03: Total Copy Volume The total number of meter clicks recorded on all machines within the Total Population. 04: Average Copy Volume The Total Copy Volume divided by the Total Population. 05: Bill Copy Volume The total number of meter clicks recorded on all machines in the Bill Population. 06: Average Copy Volume Billed The Bill Copy Volume divided by the Bill Population. 07: Total Bill The total amount billed for all machines within the Total Population. 08: Average Bill Total Bill divided by the Bill Population. 3 Account Name The Account (Company) Name. This column will list all accounts belonging to (subsidiaries of) the Parent Company shown in the heading. 4 Parent Company The main customer category. Canon accounts are grouped under a main or parent company name. No 22 07/09/2001

23 Field Description Protected 5 Date This is the cutoff (as of) date for all data displayed on the report. Reports are always generated as of the end of the prior month. Reports are run using a month-end snapshot of the database. 6 Code Canon s internal account code for your company s account. If you click on a Code hyperlink, you will drill down further to the Monthly Billing Report by Model. This report will list billing data for the individual machine models for the selected account code. No 7 Monthly Amount Billed 8 Quarterly Totals For all months listed on the report, this will show the total amount billed for all machines. The 1 st qt column shows the total Monthly Amount Billed for January, February, and March. The 2 nd qt column shows the total Monthly Amount Billed for April, May and June. 07/09/

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25 Report #2: Monthly Billing Report by Model (Total Billed) Drill Down from Account Code (This report is generated when the user drills down using the Code (Account Code) hyperlink on Report #1.) This report shows billing details for all Canon machine models installed at the selected account. COMPANY NAME 1 SUB COMPANY NAME 1 Monthly Billing Report By Model As of 2001/04/30 Account Rep: JANE DOE JOHN SMITH/SUITE 100 Your Contact: ALFRED JONES 101 EAST MAIN STREET CANON USA, INC. ANYTOWN ACCOUNT CODE (AABC112) 3 NEW YORK NY :Total Bill 9 Contract Model Jan Feb Mar Apr May Jun 1st qt 2nd qt RENTAL FAXL RENTAL GP200S 2, , , , , , RENTAL NP RENTAL NP ALL 15 NR NR RENTAL NP6050 8, , , , , , RENTAL NP6080 4, , , , , , /09/

26 Monthly Billing Report by Model (Total Billed) Field Glossary Field Description Protected 1 Report Title Monthly Billing Report by Model. This report was generated when the user drilled down to the Model Level by clicking on the Account Code hyperlink on Report #1. 2 Parent Company Name The Account Group Name (parent company). 3 Account Code The Account Code selected on Report #1. 4 Date This is the cutoff (as of) date for all data displayed on the report. Reports are always generated as of the end of the prior month. 5 Account Name The account name associated with the Account Code selected on Report #1. 6 Account Contact/ Address The name of your company s billing contact and their mailing address. 7 Account Rep The name of the Canon Sales Representative assigned to the account. 8 Canon billing contact, address and Phone Number The name, address and phone number of the Canon billing representative assigned to the account /09/2001

27 Field Description Protected 9 Report Format LOV 10 Contract Type The default selection for this LOV is 07: Total Bill. In this case the report will show total dollars billed by month with monthly totals summed for each quarter shown on the report. There are eight selections available in this LOV. Once the report is displayed, you may make another selection from this LOV. The selections available in this LOV are: 01: Total Population The total number of machines installed at your company s location(s). 02: Bill Population The total number of machines for which Canon is billing. Machines that have been installed but have not yet been billed, are included in the Total Population, but excluded from the Bill Population. 03: Total Copy Volume The total number of meter clicks recorded on all machines within the Total Population. 04: Average Copy Volume The Total Copy Volume divided by the Total Population. 05: Bill Copy Volume The total number of meter clicks recorded on all machines in the Bill Population. 06: Average Copy Volume Billed The Bill Copy Volume divided by the Bill Population. 07: Total Bill The total amount billed for all machines within the Total Population. 08: Average Bill Total Bill divided by the Bill Population. The type of contract (business type, ie. Rental) under which the machines are billed. 11 Model The model name for the billed equipment. Click on the model name hyperlink to drill down to see the billing details for the individual serialized machines associated with this model name. 12 Monthly Amount Billed 13 Quarterly Totals For all months listed on the report, this will show the total amount billed for all machines of this model. The 1 st qt column shows the total Monthly Amount Billed for January, February, and March. The 2 nd qt column shows the total Monthly Amount Billed for April, May and June. No No 07/09/

28 Field Description Protected 14 ALL This hyperlink is displayed when the Model Name hyperlink is clicked. Click ALL to see the detailed billing for ALL serial numbers (machines) within the model name. No 15 Serial Number This hyperlink is displayed when the Model Name hyperlink is clicked. Click on an individual serial number to see detailed billing for that machine. No 28 07/09/2001

29 Report #3: Monthly Billing Report by Location Drill Down (This report is generated when the user drills down using the Serial Number hyperlink on Report #2.) This report shows billing details for a specific machine and its attached accessories. COMPANY NAME 1 SUB COMPANY NAME Monthly Billing Report By Location As of 2001/04/30 ACCOUNT CODE (AABC112) 3 Account Rep: JANE DOE JOHN SMITH/SUITE 100 Your Contact: ALFRED JONES EAST MAIN STREET CANON USA, INC ANYTOWN NEW YOR NY Machine Location (Bill to) Model Serial# Meter Infor Billing Detail 28 Amoun XYZ COMPANY NP6030 NRD Pres.Mtr MACHINE USE CHARGE NP SUITE Month Rental Contract Prev.Mtr M/C-EXCESS METER CHAR NP WALTER EVANS Ref#: A TTL Copy ACCESS. USE CHARGE STAP/SORT PEACH STREET Installed: 03/31/95 Less Allw 0 24 ATLANTA P/O# : 6YDD789 Excess GA (R88Y23) 18 (P/O Expire : 996 TEL: (Term Expire: 03/31/00) Note: AVG.Copy Meter Usage 01/31/01-02/28/0 Tax(7.225 %) Machine Usage 02/01/01-02/28/0 Invoice#TR /20/ Billing Total /09/

30 Monthly Billing Report by Location Field Glossary Field Description Protected 1 Report Title Monthly Billing Report by Location. This report was generated when the user drilled down to the Machine Serial Number Level by clicking on the Serial Number hyperlink on Report #3. 2 Parent Company Name The Account Group Name (parent company). 3 Account Code The Account Code selected on Report #2. 4 Date This is the cutoff (as of) date for all data displayed on the report. Reports are always generated as of the end of the prior month. Reports are run using a month-end snapshot of the database. 5 Account Name The customer name associated with the account code. 6 Account Contact/ Address The name of your company s billing contact and their mailing address. 7 Account Rep The name of the Canon Sales Representative assigned to the account. 8 Canon billing contact, address and Phone Number The name, address and phone number of the Canon billing representative assigned to the account. 9 Machine Location 10 Machine Location Contact The company name and address of the installed machine. The name of a user contact at the machine s installation location 11 Note Messages/comments associated with the machine. 12 Bill To Canon s internal code for the customer location that is responsible for payment. 13 Model The selected machine model. 14 Serial Number The equipment serial number. The serial number of the selected machine model. 15 Contract The type of contract in effect for the machine. 16 Ref # Your reference number associated with the machine. 17 Installed The date the machine was installed at the user s location. 18 P/O # Your purchase order number /09/2001

31 Field Description Protected 19 P/O Expire The date your purchase order will expire. 20 Term Expire The date the contract term expires. See item 15 above. 21 Pres.Mtr The most recently recorded meter reading for the machine. 22 Prev.Mtr The previously recorded meter reading for the machine. 23 TTL Copy The number of copies made. (This equals the Present Meter Reading (Pres.Mtr) minus the Previous Meter Reading (Prev.Mtr)) 24 Less Allw The monthly meter allowance. In some cases, a number of meter clicks(copies) may be included in the monthly fee for the machine. This would be subtracted from the total copies (TTL Copy) to calculate the Excess Copies (Excess). 25 Excess The number of copies made above the monthly meter allowance (Less Allw). The price charged for each meter click (copy). There may be more than one level of copy charges. For example, you may be billed $.0102 per copy for the first 1000 copies and $.0101 for any copies made above In the example shown there is only one copy level charge. The asterisk (*) indicates that this price is multiplied by the number of excess copies (25) to arrive at the copy charges. 27 Billing Detail The billing line item. In this example, three separate line items and billed amounts are shown: 28 Model or Accessory 01 Machine Use Charge this is the base monthly charge for the machine 02 M/C-Excess Meter Charge this is the charge for excess copies (copies made above any copy allowance included in the Machine Use Charge) 03 Access.Use Charge Additional monthly charges for accessories attached to the machine main unit. This shows the model name of the machine or accessory referenced in the Billing Detail. 29 Amount The amount charged for each billing line item. 30 AVG. Copy The average number of copies made over the last 6 months. 07/09/

32 Field Description Protected 31 Meter Usage This shows the dates of the present and previous meter readings. (Pres.Mtr and Prev.Mtr) 32 Machine Usage This shows the date range upon which the Machine Use Charge is based. 33 Tax The tax rate for the installation location. 34 Invoice Number and Date The number and date of the Canon invoice that was issued to your company containing this billing detail. 35 Tax Amount The Tax rate as applied to the invoice. Depending on the jurisdiction, the Tax rate may or may not be applied to the entire invoice amount. 36 Total The total of the individual billing line items plus the tax. 37 Billing Total The total billed for the selected machine /09/2001

33 Report #4: Monthly Billing Report by Account (Total Population) (This report is generated when the user selects 01: Total Population from the Report Format LOV. This shows the total number of machines (units) associated with each of your company s accounts) 2 01:Total Population 1 Monthly Billing Report By Account As of 2001/04/30 (Parent Company Name) 5 4 Account Name 3 Code Jan Feb Mar Apr May Jun 1st qt 2nd qt SUB COMPANY NAME 1 AABC SUB COMPANY NAME 2 AAB SUB COMPANY NAME 3 AABC SUB COMPANY NAME 4 AABC SUB COMPANY NAME 5 AABD SUB COMPANY NAME 6 AADE /09/

34 Monthly Billing Report by Account (Total Population) Field Glossary Field Description Protected 1 Report Title Monthly Billing Report by Account (Total Population). This report is generated by using the Report Format LOV to select 01: Total Population. The total population is the number of machines (units) associated with your company s account. This total includes Purchase, Rental, Leased machines. 2 Report Format LOV The default selection for this LOV is 07: Total Bill. In this example, 01: Total Population was selected. There are eight selections available in this LOV. Once the report is displayed, you may make another selection from this LOV. The selections available in this LOV are: 01: Total Population The total number of machines installed at your company s location(s). 02: Bill Population The total number of machines for which Canon is billing. Machines that have been installed but have not yet been billed, are included in the Total Population, but excluded from the Bill Population. 03: Total Copy Volume The total number of meter clicks recorded on all machines within the Total Population. 04: Average Copy Volume The Total Copy Volume divided by the Total Population. 05: Bill Copy Volume The total number of meter clicks recorded on all machines in the Bill Population. 06: Average Copy Volume Billed The Bill Copy Volume divided by the Bill Population. 07: Total Bill The total amount billed for all machines within the Total Population. 08: Average Bill Total Bill divided by the Bill Population. 3 Account Name The customer account name associated with the Account Code selected on Report #1. 4 Parent Company Name The Account Group Name (parent company). No 34 07/09/2001

35 Field Description Protected 5 Date This is the cutoff (as of) date for all data displayed on the report. Reports are always generated as of the end of the prior month. Reports are run using a month-end snapshot of the database. 6 Code Canon s internal account code for your company s account. If you click on a Code hyperlink, you will drill down further to the Monthly Billing Report by Model. This report will list number of units for the individual machine models for the selected account code. No 7 Number of Units For all months listed on the report, this will show the total number of machines installed at your company s location(s). 07/09/

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37 Report #5: Monthly Billing Report by Account (Bill Population) (This report is generated when the user selects 02: Bill Population from the Report Format LOV. This shows the total number units (machines) for which Canon is billing. 2 1 Monthly Billing Report By Account As of 2001/04/30 (Parent Company Name) 5 02:Bill Population 4 Account Name 3 Code Jan Feb Mar Apr May Jun 1st qt 2nd qt SUB COMPANY NAME 1 AABC SUB COMPANY NAME 2 AAB SUB COMPANY NAME 3 AABC SUB COMPANY NAME 4 AABC SUB COMPANY NAME 5 AABD SUB COMPANY NAME 6 AADE /09/

38 Monthly Billing Report by Account (Bill Population) Field Glossary Field Description Protected 1 Report Title Monthly Billing Report by Account (Total Population). This report is generated by using the Report Format LOV to select 02: Bill Population. The total population is the number of machines (units) for which Canon is billing. 2 Report Format LOV The default selection for this LOV is 07: Total Bill. In this example, 02: Bill Population was selected. There are eight selections available in this LOV. Once the report is displayed, you may make another selection from this LOV. The selections available in this LOV are: 01: Total Population The total number of machines installed at your company s location(s). 02: Bill Population The total number of machines for which Canon is billing. Machines that have been installed but have not yet been billed, are included in the Total Population, but excluded from the Bill Population. 03: Total Copy Volume The total number of meter clicks recorded on all machines within the Total Population. 04: Average Copy Volume The Total Copy Volume divided by the Total Population. 05: Bill Copy Volume The total number of meter clicks recorded on all machines in the Bill Population. 06: Average Copy Volume Billed The Bill Copy Volume divided by the Bill Population. 07: Total Bill The total amount billed for all machines within the Total Population. 08: Average Bill Total Bill divided by the Bill Population. 3 Account Name The customer account name associated with the Account Code selected on Report #1. 4 Parent Company Name The Account Group Name (parent company). 5 Date This is the cutoff (as of) date for all data displayed on the report. Reports are always generated as of the end of the prior month. Reports are run using a month-end snapshot of the database. No 38 07/09/2001

39 Field Description Protected 6 Code Canon s internal account code for your company s account. If you click on a Code hyperlink, you will drill down further to the Monthly Billing Report by Model. This report will list number of units for the individual machine models for the selected account code. No 9 Number of Units Billed For all months listed on the report, this will show the total number of machines installed at your company s location for which Canon is billing. 07/09/

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41 Report #6: Monthly Billing Report by Account (Total Copy Volume) (This report is generated when the user selects 03: Total Copy Volume from the Report Format LOV. The total number of meter clicks recorded on all machines within the Total Population (all installed machines). 2 03:Total Copy Volume 1 Monthly Billing Report By Account As of 2001/04/30 (Parent Company Name) 5 4 Account Name 3 Code Jan Feb Mar Apr May Jun 1st qt 2nd qt SUB COMPANY NAME 1 AABC SUB COMPANY NAME 2 AAB SUB COMPANY NAME 3 AABC SUB COMPANY NAME 4 AABC SUB COMPANY NAME 5 AABD SUB COMPANY NAME 6 AADE /09/

42 Monthly Billing Report by Account (Total Copy Volume) Field Glossary Field Description Protected 1 Report Title Monthly Billing Report by Account (Total Copy Volume). This report is generated by using the Report Format LOV to select 03:Total Copy Volume. The total copy volume is the total number of meter clicks for all machines in your company s total population. 2 Report Format LOV The default selection for this LOV is 07: Total Bill. In this example, 03: Total Copy Volume was selected. There are eight selections available in this LOV. Once the report is displayed, you may make another selection from this LOV. The selections available in this LOV are: 01: Total Population The total number of machines installed at your company s location(s). 02: Bill Population The total number of machines for which Canon is billing. Machines that have been installed but have not yet been billed, are included in the Total Population, but excluded from the Bill Population. 03: Total Copy Volume The total number of meter clicks recorded on all machines within the Total Population. 04: Average Copy Volume The Total Copy Volume divided by the Total Population. 05: Bill Copy Volume The total number of meter clicks recorded on all machines in the Bill Population. 06: Average Copy Volume Billed The Bill Copy Volume divided by the Bill Population. 07: Total Bill The total amount billed for all machines within the Total Population. 08: Average Bill Total Bill divided by the Bill Population. 3 Account Name The customer account name associated with the Account Code selected on Report #1. 4 Parent Company Name The Account Group Name (parent company). 5 Date This is the cutoff (as of) date for all data displayed on the report. Reports are always generated as of the end of the prior month. Reports are run using a month-end snapshot of the database. No 42 07/09/2001

43 Field Description Protected 6 Code Canon s internal account code for your company s account. If you click on a Code hyperlink, you will drill down further to the Monthly Billing Report by Model. This report will list number of units for the individual machine models for the selected account code. No 7 Number of meter clicks per month 8 Number of meter clicks per quarter For each month listed on the report, this will show the total number of meter clicks (copies made) for all installed machines for the account. The 1 st qt column shows the total meter clicks for January, February, and March. The 2 nd qt column shows the total meter clicks for April, May and June. 07/09/

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45 Report #7: Monthly Billing Report by Account (Average Copy Volume) (This report is generated when the user selects 04: Average Copy Volume from the Report Format LOV. This shows the average number of meter clicks for all machines within the total population (all installed machines). 2 04:Average Copy Volume 1 Monthly Billing Report By Account As of 2001/04/30 (Parent Company Name) 5 4 Account Name 3 Code Jan Feb Mar Apr May Jun 1st qt 2nd qt SUB COMPANY NAME 1 AABC SUB COMPANY NAME 2 AAB SUB COMPANY NAME 3 AABC SUB COMPANY NAME 4 AABC SUB COMPANY NAME 5 AABD SUB COMPANY NAME 6 AADE /09/

46 Monthly Billing Report by Account (Average Copy Volume) Field Glossary Field Description Protected 1 Report Title Monthly Billing Report by Account (Average Copy Volume). This report is generated by using the Report Format LOV to select 04:Average Copy Volume. The average copy volume is the average number of meter clicks for all machines in your company s total population. 2 Report Format LOV The default selection for this LOV is 07: Total Bill. In this example, 04: Average Copy Volume was selected. There are eight selections available in this LOV. Once the report is displayed, you may make another selection from this LOV. The selections available in this LOV are: 01: Total Population The total number of machines installed at your company s location(s). 02: Bill Population The total number of machines for which Canon is billing. Machines that have been installed but have not yet been billed, are included in the Total Population, but excluded from the Bill Population. 03: Total Copy Volume The total number of meter clicks recorded on all machines within the Total Population. 04: Average Copy Volume The Total Copy Volume divided by the Total Population. 05: Bill Copy Volume The total number of meter clicks recorded on all machines in the Bill Population. 06: Average Copy Volume Billed The Bill Copy Volume divided by the Bill Population. 07: Total Bill The total amount billed for all machines within the Total Population. 08: Average Bill Total Bill divided by the Bill Population. 3 Account Name The customer account name associated with the Account Code selected on Report #1. 4 Parent Company Name The Account Group Name (parent company). 5 Date This is the cutoff (as of) date for all data displayed on the report. Reports are always generated as of the end of the prior month. Reports are run using a month-end snapshot of the database. No 46 07/09/2001

47 Field Description Protected 6 Code Canon s internal account code for your company s account. If you click on a Code hyperlink, you will drill down further to the Monthly Billing Report by Model. This report will list number of units for the individual machine models for the selected account code. No 7 Average number of meter clicks per month 8 Average number of meter clicks per quarter The Total Copy Volume for the month divided by the Total Population for the month. The Total Copy Volume for the quarter divided by the Total Population for the quarter. 07/09/

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49 Report #8: Monthly Billing Report by Account (Bill Copy Volume) (This report is generated when the user selects 05: Bill Copy Volume from the Report Format LOV. This shows the total number of meter clicks for all machines within the bill population (the installed machines for which Canon is billing). 2 05:Bill Copy Volume 1 Monthly Billing Report By Account As of 2001/04/30 (Parent Company Name) 5 4 Account Name 3 Code Jan Feb Mar Apr May Jun 1st qt 2nd qt SUB COMPANY NAME 1 AABC SUB COMPANY NAME 2 AAB SUB COMPANY NAME 3 AABC SUB COMPANY NAME 4 AABC SUB COMPANY NAME 5 AABD SUB COMPANY NAME 6 AADE /09/

50 Monthly Billing Report by Account (Bill Copy Volume) Field Glossary Field Description Protected 1 Report Title Monthly Billing Report by Account (Bill Copy Volume). This report is generated by using the Report Format LOV to select 05:Bill Copy Volume. This report shows the total number of meter clicks recorded for all machines within your company s bill population. 2 Report Format LOV The default selection for this LOV is 07: Total Bill. In this example, 05: Bill Copy Volume was selected. There are eight selections available in this LOV. Once the report is displayed, you may make another selection from this LOV. The selections available in this LOV are: 01: Total Population The total number of machines installed at your company s location(s). 02: Bill Population The total number of machines for which Canon is billing. Machines that have been installed but have not yet been billed, are included in the Total Population, but excluded from the Bill Population. 03: Total Copy Volume The total number of meter clicks recorded on all machines within the Total Population. 04: Average Copy Volume The Total Copy Volume divided by the Total Population. 05: Bill Copy Volume The total number of meter clicks recorded on all machines in the Bill Population. 06: Average Copy Volume Billed The Bill Copy Volume divided by the Bill Population. 07: Total Bill The total amount billed for all machines within the Total Population. 08: Average Bill Total Bill divided by the Bill Population. 3 Account Name The customer account name associated with the Account Code selected on Report #1. 4 Parent Company Name The Account Group Name (parent company). 5 Date This is the cutoff (as of) date for all data displayed on the report. Reports are always generated as of the end of the prior month. Reports are run using a month-end snapshot of the database. No 50 07/09/2001

51 Field Description Protected 6 Code Canon s internal account code for your company s account. If you click on a Code hyperlink, you will drill down further to the Monthly Billing Report by Model. This report will list number of units for the individual machine models for the selected account code. No 7 Number of meter clicks billed per month 8 Number of meter clicks billed per quarter For each month listed on the report, this will show the total number of meter clicks recorded for all machines in your company s bill population. The 1 st qt column shows the total meter clicks recorded on machines in your company s bill population for January, February, and March. The 2 nd qt column shows the total meter clicks recorded on machines in your company s bill population April, May and June. 07/09/

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53 Report #9: Monthly Billing Report by Account (Average Copy Volume Billed) (This report is generated when the user selects 06: Avg Copy Volume Billed from the Report Format LOV. This report shows the average copy volume on all machines in your company s machine population for which Canon is billing. (the Bill Population) 2 06:Avg Copy Volume Billed 1 Monthly Billing Report By Account As of 2001/04/30 (Parent Company Name) 5 4 Account Name 3 Code Jan Feb Mar Apr May Jun 1st qt 2nd qt SUB COMPANY NAME 1 AABC SUB COMPANY NAME 2 AAB SUB COMPANY NAME 3 AABC SUB COMPANY NAME 4 AABC SUB COMPANY NAME 5 AABD SUB COMPANY NAME 6 AADE /09/

54 Monthly Billing Report by Account (Avg Copy Volume Billed) Field Glossary Field Description Protected 1 Report Title Monthly Billing Report by Account (Average Copy Volume Billed). This report is generated by using the Report Format LOV to select 06:Avg Copy Volume Billed. This report shows the average copy volume (average number of meter clicks) for all machines in your company s machine population for which Canon is billing (the bill population) 2 Report Format LOV The default selection for this LOV is 07: Total Bill. In this example, 06: Avg Copy Volume Billed was selected. There are eight selections available in this LOV. Once the report is displayed, you may make another selection from this LOV. The selections available in this LOV are: 01: Total Population The total number of machines installed at your company s location(s). 02: Bill Population The total number of machines for which Canon is billing. Machines that have been installed but have not yet been billed, are included in the Total Population, but excluded from the Bill Population. 03: Total Copy Volume The total number of meter clicks recorded on all machines within the Total Population. 04: Average Copy Volume The Total Copy Volume divided by the Total Population. 05: Bill Copy Volume The total number of meter clicks recorded on all machines in the Bill Population. 06: Average Copy Volume Billed The Bill Copy Volume divided by the Bill Population. 07: Total Bill The total amount billed for all machines within the Total Population. 08: Average Bill Total Bill divided by the Bill Population. 3 Account Name The customer account name associated with the Account Code selected on Report #1. 4 Parent Company Name The Account Group Name (parent company). No 54 07/09/2001

55 Field Description Protected 5 Date This is the cutoff (as of) date for all data displayed on the report. Reports are always generated as of the end of the prior month. Reports are run using a month-end snapshot of the database. 6 Code Canon s internal account code for your company s account. If you click on a Code hyperlink, you will drill down further to the Monthly Billing Report by Model. This report will list number of units for the individual machine models for the selected account code. No 7 Average Copy Volume Billed per month 8 Average Copy Volume Billed per quarter For each month listed on the report, this will show the average copy volume (average number of meter clicks) for all machines in your company s machine population for which Canon is billing (the bill population) The 1 st qt column shows the average number of meter clicks for January, February, and March for all machines in your company s bill population. The 2 nd qt column shows the average number of meter clicks for April, May and June for all machines in your company s bill population. 07/09/

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57 Report #10: Monthly Billing Report by Account (Average Billed) (This report is generated when the user selects 08: Average Bill from the Report Format LOV. This report shows the total dollar amount billed divided by the number of machines in your company s bill population. 2 08:Average Bill 1 Monthly Billing Report By Account As of 2001/04/30 (Parent Company Name) 5 4 Account Name 3 Code Jan Feb Mar Apr May Jun 1st qt 2nd qt SUB COMPANY NAME 1 AABC SUB COMPANY NAME 2 AAB SUB COMPANY NAME 3 AABC SUB COMPANY NAME 4 AABC SUB COMPANY NAME 5 AABD SUB COMPANY NAME 6 AADE /09/

58 Monthly Billing Report by Account (Average Bill) Field Glossary Field Description Protected 1 Report Title Monthly Billing Report by Account (Average Copy Volume Billed). This report is generated by using the Report Format LOV to select 08:Average Bill. This report shows the total dollar amount billed divided by the number of machines in your company s bill population. 2 Report Format LOV The default selection for this LOV is 07: Total Bill. In this example, 08: Average Bill was selected. There are eight selections available in this LOV. Once the report is displayed, you may make another selection from this LOV. The selections available in this LOV are: 01: Total Population The total number of machines installed at your company s location(s). 02: Bill Population The total number of machines for which Canon is billing. Machines that have been installed but have not yet been billed, are included in the Total Population, but excluded from the Bill Population. 03: Total Copy Volume The total number of meter clicks recorded on all machines within the Total Population. 04: Average Copy Volume The Total Copy Volume divided by the Total Population. 05: Bill Copy Volume The total number of meter clicks recorded on all machines in the Bill Population. 06: Average Copy Volume Billed The Bill Copy Volume divided by the Bill Population. 07: Total Bill The total amount billed for all machines within the Total Population. 08: Average Bill Total Bill divided by the Bill Population. 3 Account Name The customer account name associated with the Account Code selected on Report #1. 4 Parent Company Name The Account Group Name (parent company). 5 Date This is the cutoff (as of) date for all data displayed on the report. Reports are always generated as of the end of the prior month. Reports are run using a month-end snapshot of the database. No 58 07/09/2001

59 Field Description Protected 6 Code Canon s internal account code for your company s account. If you click on a Code hyperlink, you will drill down further to the Monthly Billing Report by Model. This report will list number of units for the individual machine models for the selected account code. No 7 Average Billed per month 8 Average Billed per quarter For each month listed on the report this shows the total dollar amount billed divided by the number of machines in your company s bill population. The 1 st qt column shows the average billed (total dollars billed divided by the bill population) for January, February, and March. The 2 nd qt column shows the average billed (total dollars billed divided by the bill population) for April, May and June. 07/09/

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61 Summary Report Download Summary Report Download allows you to generate Report #3 Monthly Billing Report by Location showing billing details for each machine and its attached accessories. The report may be viewed on screen in a printable version, or may be downloaded to your PC as an Excel file. This function also gives you the flexibility to sort the report using one or more fields appearing on the report. Summary Report Download Selection Screen Detail Billing Information Data Selection: ALL 1 Account Code: 3 Bill-to City Ref No. Model Serial # County PO # 2 Sort Elements Z12 : ABC COMPANY 6 5 State 4 Selected Sort Keys /09/

62 Summary Report Download Selection Screen Field Glossary Field Description Protected 1 Data Selection Use this LOV to limit the amount of data selected for the report or download. Choices are First 10, First 20, First 30, First 40, First 50 or ALL. 2 Account Code Your company s Account Code and Account Name. Use this LOV to select a specific account if more than one account exists for your company. The report will be produced for all machines associated with the selected account. 3 Sort Elements Any of the fields listed in this box may be used as report sort fields. In order to use one or more of these fields as sort fields, they must be moved into the Selected Sort Keys box, as described below. 4 Selected Sort Keys This box contains the actual sort fields. The user may move any or all of the Sort Elements into this box. Once moved here, these fields become the actual sort fields used when the report is run. The field appearing at the top of this box is the primary sort field. Fields appearing below this primary sort field are the secondary and tertiary, etc. sort fields. For example if Model appeared at the top of this box and Serial Number was below it, the report would be sorted first by model name and then within each model name sorted by serial number. All sorts are ascending. Left mouse click on one of the fields in the Sort Elements box, then press to move the selected field to the Selected Sort Keys box. To select more than one field to move, hold down the Ctrl key and left mouse click on each field. Left mouse click on one of the fields in the Selected Sort Keys box, then press to move the selected field back to the Sort Elements box. To select more than one field to move, hold down the Ctrl key and left mouse click on each field. Press this to download the report in Excel format to your PC. The file that is generated will have your userid as the filename and the extension will be CSV. For example, if your userid is C09999, the downloaded file name will be called c09999.csv. No No No No No No No 62 07/09/2001

63 Field Description Protected 8 Press this to generate the report to your screen. Refer to Report #3, Monthly Billing Report by Location. No 07/09/

64 Summary Report Download Action Steps Step Action Notes 1 Click on Summary Report Download on the Main Menu. The Summary Report Download Selection Screen will be displayed. 2 Use the Data Selection LOV if you would like to limit the amount of data selected. Choose ALL to select all records. 3 Use the Account Code LOV to select the account you d like to report on. 4 Select the report sort order by moving sort fields from the Sort Elements box to the Selected Sort Keys box by highlighting the field with your mouse and pressing. 5 To generate the report to your screen, press The report will be displayed on your monitor 64 07/09/2001

65 Step Action Notes - or - Press to download the report in an Excel format to your PC. The File Download confirmation pop up will appear. 4 Make sure the Save this file to 5 disk radio button on. Press is clicked You will see the Save As screen. 6 Select the file location using the Save In field. Press to save the report to your selected location. You will see the Download File screen. 07/09/