Work 365

Non-Recurring Items

459 views February 27, 2019 June 24, 2020 0

Work 365 can 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). For details on creating a non-recurring billing contract, see Non-Recurring Billing Contracts.

Note: Non-recurring items can be added to both recurring and non-recurring billing contract types. Non-recurring items added to non-recurring billing contracts will be invoiced the day after the item is created. Non-recurring items added to recurring billing contract will be invoiced during the next invoicing cycle of the billing contract, or through a change log invoice if the billing contract frequency is annual or quarterly.

How to create non-recurring items

Search for the non-recurring item in the product catalog in from the field. For instructions on creating a Non-recurring product in the product catalog, see Non-Recurring Products.

  • Name: Name copied from the product name
  • Friendly Name: Name copied from the product name
  • Billing Contract: customer’s non-recurring billing contract or recurring billing contract
  • Product Class: varies depending on the product. Ie. Azure RI would be a Product Resale.
  • Currency: currency
  • Unit: sales unit
  • Is Taxable: is taxable on invoice
  • Quantity: number of units
  • Unit cost: cost price per unit
  • Unit Selling Price: selling price per unit
  • Revenue: selling price x quantity
  • Gross Margin: the difference between the selling price and cost price

  • Effective date: start of term
  • Segment: vertical
  • Purchase type: type of purchase varies. Ie. Reserved Instance for Azure RI
  • Scope: Single or Shared
  • Subscription: search for the customer’s existing Microsoft Azure subscription
  • Provider: Provider provisioning the item
  • Provider Part Number: Product ID from the provider price list
  • Format: Product ID: SkuID
  • Provider Order ID
  • Provider Reference
  • Expiry Date: End of Term (for term-based items)
  • Credit Hold: is the account on credit hold? See Work 365 Account Credit Hold

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

 

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