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You can add an adjustment to account for any one of the following:

  • Manual: Enables you to manually define any type of adjustment that should be applied to the rate line or bill.

  • Managed Service: Enables you to define rate for any managed service that should be included in the bill. For instance, you can use this to define rate for services such as Office 365.

  • Discount: Enables you to define managed discount to add a discount on one or more resources. This discount should be included in the customer bill.

  • Markup: Enables you to define markup for define markup rate that should be applied on the rate line or the bill.

This topic explains you to:

Create an Adjustment

  1. On the side navigation bar, select the PRODUCT CATALOG tab, and click Adjustments.
    Alternately to view the rate packs, on the side navigation bar, select the CSP Billing tab > Overview and for the required customer click in the Overview column, click Go To Bill > Product Catalog (on the top right corner) and select Adjustments.
    Aquila Clouds displays the available adjustments on the Adjustments page.

  2. In the ACTION list, select Item > Add.
    Aquila Clouds displays the Add Adjustment page.

  3. Enter the following details.

    • Adjustment Name: Type the required name for the adjustment.

    • Active: Toggle on or off to set the adjustment to active or inactive state.

    • Adjustment Type: Select the required adjustment type from the list.

    • Apply To: Select whether the adjustment applies to the rate line or the bill. This field is not available for Manual adjustment.

    • Category: Select the required category of resources for which the adjustment is to be provided. This field is not available for Manual adjustment.

    • SubCategory: Select the required sub-category for which the discount is to be provided. This field is not available for Manual adjustment.

    • Name: Select the name of the required resource from the list. This field is not available for Manual adjustment.

    • Resource: Select the required resource from the list. This field is not available for Manual adjustment.

    • Season Start Date: Select the start date from when this adjustment is applicable.

    • Season End Date: Select the end date till when this adjustment is applicable.

    • Tag: Select the tag for the adjustment. This field is not available for Manual adjustment.

    • Computation Type: Select whether the adjustment amount is computed using percentage or it is flat. This field is not available for Manual adjustment.

    • Pricing Model: Select the required pricing model from the list such i.e. Amount or Slab.

    • Fee: Enter the fee that is applicable for the selected resource. This option is available only if Amount is selected as the Pricing Model.

    • + Add: Click to add slab rates. You can add one or more slabs. This option is available only if Slab is selected as the Pricing Model.

      • Slab 1: Specify the quantity of resources for the slab.

      • Rate: Specify the rate for the selected slab.

    • Comment: Type the required comment (if any) for adjustment.

  4. Click Save.

Aquila Clouds creates the adjustment with required details.

Edit an Adjustment

  1. On the side navigation bar, select the PRODUCT CATALOG tab, and click Adjustments.
    Alternately to view the rate packs, on the side navigation bar, select the CSP Billing tab > Overview and for the required customer click in the Overview column, click Go To Bill > Product Catalog (on the top right corner) and select Adjustments.
    Aquila Clouds displays the available adjustments on the Adjustments page.

  2. For the required adjustment, click the following icon and select Edit.

  3. Edit the following details on the Edit Adjustment page.

    • Adjustment Name: Edit the name for the adjustment.

    • Active: Toggle on or off to set the adjustment to active or inactive state.

    • Adjustment Type: Select to the required adjustment type from the list to change the adjustment type.

    • Apply To: Select to modify whether the adjustment applies to the rate line or the bill. This field is not available for Manual adjustment.

    • Category: Select to modify the required category of resources for which the adjustment is to be provided. This field is not available for Manual adjustment.

    • SubCategory: Select to modify the required sub-category for which the discount is to be provided. This field is not available for Manual adjustment.

    • Name: Select to modify the name of the required resource from the list. This field is not available for Manual adjustment.

    • Resource: Select to modify the required resource from the list. This field is not available for Manual adjustment.

    • Season Start Date: Select to modify the start date from when this adjustment is applicable.

    • Season End Date: Select to modify the end date till when this adjustment is applicable.

    • Tag: Select to modify the tag for the adjustment. This field is not available for Manual adjustment.

    • Computation Type: Select to modify whether the adjustment amount is computed using percentage or it is flat. This field is not available for Manual adjustment.

    • Pricing Model: Select to modify the required pricing model from the list such i.e. Amount or Slab.

    • Fee: Modify the fee that is applicable for the selected resource. This option is available only if Amount is selected as the Pricing Model.

    • + Add: Click to add/modify slab rates. You can add one or more slabs or delete an existing slab. This option is available only if Slab is selected as the Pricing Model.

      • Slab 1: Modify the quantity of resources for the slab.

      • Rate: Modify the rate for the selected slab.

    • Comment: Modify the required comment (if any) for adjustment.

  4. Click Save.

Aquila Clouds updates the adjustment with required details.

Delete an Adjustment

  1. On the side navigation bar, select the PRODUCT CATALOG tab, and click Adjustments.
    Alternately to view the rate packs, on the side navigation bar, select the CSP Billing tab > Overview and for the required customer click in the Overview column, click Go To Bill > Product Catalog (on the top right corner) and select Adjustments.
    Aquila Clouds displays the available adjustments on the Adjustments page.

  2. For the required adjustment, click the following icon and select Edit.

    Alternately, select the required rate line and in the ACTION list, select Item > Delete.

  3. Click I understand, Delete.

Aquila Clouds deletes the selected adjustment.

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