Partner Generated Billing: Credits

Products

• CloudHealth

Issue/Introduction

A partner can assign credit to their customer(s) in a couple of ways.  

 

1) Partner Billing Rules

A partner can configure a credit to be applied via a ‘custom line item’ billing rule. This credit can either be a % of spend or a flat fee.  

 

Partner Billing Rules are applied during PGB processing before Custom Pricebooks – if the customer has a Pricebook applied to ‘ALL’ line items, it’s important to note that this will also adjust the partner billing rule credit.  If this is the case, please be sure to make the necessary adjustments to apply the correct credit value.  

If the flat fee credit value exceeds the value of the actual spend at the customer level, the excess credit will rollover into the following month(s) until the full value of the credit is applied.

 

2) Credit Pinning Tool

A partner can also assign credits to their customers via the Credit Pinning Tool. This tool will list all of the credits (excluding resller credits) which have been stripped out from the customer bills via PGB processing.  

 

 

The partner can select which credits they'd like to assign from the table on the left-hand side and add them to the customer which they belong to.

A credit will not appear on the list of available credits because the credit line item description is currently not recognized by CloudHealth. Please see the article XYZ on credit whitelisting for further details.

A credit will also not appear on the list of available credits if the account that the credit belongs to has not been assigned to one of their customers. In this case, the partner should use a Partner Billing Rule to replicate the credit.

Resolution

Important to note is that this tool may only be used to assign a credit to a month where the bill has already been marked as Final – otherwise, if the credit is assigned to an Estimated month, whenever PGB next runs the credit will become unassigned. This is because, often, AWS will update credits until the bill is finalized.  

Once a credit has been assigned to a Final month, bill splitting will be required to be rerun to have the credit show in the customer level reports.  Please reach out to CH Technical Support if this is necessary.

IMPORTANT !!!  The newly listed credit will NOT be applied to prior months until Bill Splitting (PGB) is rerun for that end customer for the affected months.  It will run months going forward.

Also important to note is that credit rollover will also apply here if the credit value exceeds the customer spend.  

If a credit does not appear on this list, but the partner is expecting to see it as available, this may be because the credit needs to be whitelisted in CloudHealth. Please reach out to CH Technical Support for assistance on whitelisting.