Work 365

Non-Recurring Billing Contracts & Non-Recurring Items

65 views February 27, 2019 February 27, 2019 0

Work 365 can now manage the billing and invoicing for non-recurring products and sales. These non-recurring entities are designed for one-off sales, and term-based billing (ie. Azure Reserved Instances).

 To create a non-recurring billing contract, go to Work 365 > Billing Contracts > Create a new Billing Contract > change the view to Non-Recurring Billing Contracts if not already selected.

Enter in the billing contract details. For the name, identify the non-recurring status of the billing contract in the name (example: Contoso – Non-Recurring or NR). Note there is no billing frequency for a non-recurring billing contract.

Save. Create a Non-Recurring Item

For instructions on creating a Non-recurring product in the product catalog, see Non-Recurring Products.

Enter Item and Pricing details

  • Name: Name copied from Microsoft price list
  • Friendly Name: Line item on the invoice
  • Billing Contract: customer’s non-recurring billing contract
  • Product Class: varies depending on product. Ie. Azure RI would be a Product Resale

Enter in Provisioning and Provider Details and save

  • Effective Date: Start of term
  • Segment: vertical
  • Purchase Type: Type of purchase varies. Ie. Reserved Instance for Azure RI
  • Scope: Shared or Single
  • Subscription: Search for the Customer’s existing Microsoft Azure subscription
  • Provider
  • Provider Part Number: Product ID from Price lists
    • Azure RI: ProductID:SkuID
  • Provider Order ID
  • Provider Reference
  • Expiry Date: End of term (for term based items)

To view all non-recurring items, go to Work 365 > Non-Recurring Items under Billing and Invoicing.

 

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