Add and manage Adjustments

Owned by Dhanraj Tijare (Unlicensed)
Last updated: Oct 09, 2023 by Desmond Chan
7 min read

You can define Adjustments to alter the price for a resource. Adjustments can be percentage or flat fee based computation along with a slab based or Amount based Pricing Model. 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. The manual adjustments option can be used to add ad-hoc charges. An ad-hoc charge can be one time charge such as commissioning charge, consulting charge during deployment, or any recurring charge. For any recurring charge, you can either specify a date till its valid or leave it without a validity period until which case it will continue for ever. For one time charge, set the date indicating the beginning of deployment/provisioning.

  • 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. You can apply the Managed Service as the Adjustment Type to any one of the following options:

    • Bill: Applies to the overall bill.

    • Usage Units: Applies to the usage units aggregated for the billing cycle that is multiplied by the rate of the managed service. For instance, it applies to the storage GB or data transfer and instance hours.

    • Daily Resource Count: Applies to the daily resource count that is multiplied by the rate of the managed service and it is aggregated for the billing cycle.

    • Average Of Daily Resource Count: Applies to the daily average of resources for all days in the billing cycle that is multiplied by the rate of the managed service.

    • Resource Count On Last Day Of The Month: Applies to the resource count that is multiplied by the rate of the managed service for last day of the month in the billing cycle.

    • Monthly Resource Count: Applies to the count of unique resources in that month that is multiplied by the rate of the managed service in the billing cycle.

    • Monthly Normalized Resource Count: Applies to the each type of instance hours summed up in the billing cycle and are divided by total hours in that billing cycle. That count is added as a real number with any fraction is considered as count 1. All such normalized instance counts are multiplied by the rate of the managed service and aggregated for the billing cycle.

  • 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. For example, you can set a discount for specific months or define tag to offer percentage based discount. You can also set tags for a specific department that offer discounts due to their volume of usage or long term relationships with the customer.

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

  • Gross Margin: Enables you to define a gross margin that can be applied on a rate line or the whole 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 the option to which the selected adjustment type is to be applied. Options available in this field depend on the selected adjustment type. 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 the option to which the selected adjustment type is to be applied. Options available in this field depend on the selected adjustment type. 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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