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Billing rules

Billing rules are used to exclude specific cost types. Their purpose is to get to MSRP-style cost, not for margin, discounts, or upcharges. Put economic adjustments in Pricebooks or CLIs.

Add billing rules​

A distributor or reseller Admin user can add billing rules when adding a new contract or editing an existing one.

  1. Select Add billing rule.

    Contracts - Add billing rule

  2. Configure the first rule.

    • Name: Name of the billing rule.

    • Management accounts: The management accounts to which the rule applies. You can choose Include all the accounts or Include only selected accounts.

    • Cost types to exclude: Choose one or more cost types from the dropdown. Available types: DistributorDiscount, PrivateRateDiscount, RiVolumeDiscount, EdpDiscount, Tax, BundledDiscount, and SppDiscount.

  3. Add more billing rules if needed. You can select the content copy icon to duplicate an existing rule or select Add billing rule to add an empty one.

    Below is an example with two billing rules.

    Contracts - Billing rules

Application order​

End customers inherit all billing rules from their reseller as well as the distributor.

For example, if the distributor has a billing rule that excludes SppDiscount and the reseller has a rule that excludes EdpDiscount, when running recalculation for an end customer, first the SppCredit is removed from the billing data and then the EdpDiscount.

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