Azure Automated Billing Indirect CSP Setup

Azure Automated Billing - Initial Setup (Indirect CSP)

Overview

As an Indirect CSP partner, you work through a distributor to access Microsoft services. This guide covers initial setup including vendor markup configuration to start using our Azure Automated Billing.

Prerequisites

Step 1: Configure Vendor Markup

For Indirect CSP, we need to work out the cost pricing from your distributor. (We will default to 10% if this is not entered)
To do this we need to:
  1. Get an azure item from one of your tenants
  2. Compare its RRP to your distributor bill to calculate the markup amount
  3. Add this in your Vendor Markup section so we can calculate your cost price

Navigate to Company > Azure > Settings and click Add Vendor Markup.

Calculate your markup (Tool coming soon): ((RRP - Cost) / Cost) × 100. For example, if RRP is $110 and cost is $100, markup is 10%.
For now you can either look at a recent azure csv from your vendor if it has your cost and the azure RRP price on it, or feel free to send a copy through to support@sync365license.com and we can assist.


Step 2: Configure Settings

Choose when to add approved consumption to your PSA:

  • Current Month: Adds the charge into the client agreement in the current month: Default - Billing this month for previous months consumption
  • Previous Month: Adds the charge into the client agreement for the previous month. Note: This will not work for Connectwise if the agreement has been billed and prorate is disabled.
Click Save Setting.

Step 3: Add Companies

  1. Click Add Company To Azure
  2. Set to Automatic 
  3. Select the Company from your PSA
  4. Select the Microsoft Tenant - We will attempt to get their subscriptions (as long as you have permissions it will show up)
    1. Select the subscription to bill
  5. Select Vendor Markup
  6. Select your billing profile
  7. Select your Agreement/Contract to sync the Azure Consumption to
  8. Set your Invoice Description options (Combine Service Name with Amount ticked is the recommended option)

We will attempt to get the current Azure Consumption data and any new consumption data on the 3rd of the month for Indirect CSP tenants.
Consumption data will appear in the "Billing Periods" tab of the added company.
Pending approvals will show up in the Billing Approvals section of the Azure company list

Best Practices

  • Create azure billing profiles for different markup amounts you may use
  • Verify you have granted permissions to Azure Subscriptions before trying to add the companies.



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