Monthly Microsoft Azure Usage-Based Billing (via Pax 8)
Azure usage tends to disappear from the Pax8 portal from the 1-4th of each month, pending Azure finalizing all consumption from the previous billing cycle
Azure subscriptions for the previous month update on the fourth or fifth of the month. Roberta syncs charges and bills customers on that date (calendar appointment) as follows:
Part 1: Sync charges to AT Contract
1. Log into Pax 8. Click Subscriptions on the left.
2. For Azure subscription you want to sync to AutoTask (such as Microsoft Azure Plan), click on the blue sync icon button on the far right.
3. Click on Autotask icon to select Vendor to sync to.
4. Choose the correct contract. (If this is the first time you're syncing this order, choose the account from Autotask Account dropdown and click "Bind.")
5. Choose the first day of the current month as the Effective Date. This will set the item date in AT. (If not possible, edit the effective date in the Autotask charge.)
"Effective date" does not change which data syncs. Only the previous month's usage will sync. This is merely the date the item will show as having been added in the AT invoice.
6. Under the Material Codes dropdown box, choose "Azure Usage-Based Services."
7. Make sure the usage charges you see are for last month by checking the header, "Usage Month,..."
8. Click Continue.
9. Check one more time, especially the usage month under each item's Invoice Description. If everything looks good, click Confirm Sync.
10. Confirm that the sync went through by checking the message on the screen.
Synced usage charges show up in Autotask "Approve & Post" under Charges. You must approve the charges in AT before invoicing.
Part 2: Send Usage Details to Customer
1. In Pax 8 portal, for the Azure subscription on which you want usage info, click on the name of the service (e.g.,"Microsoft Azure - Program.")
2. Under Usage Summaries, click Show History button.
3. Choose to access the portal as the customer. This way you will only see the retail prices that the customer sees. Enter the month (usually the previous month) for which you want the data and click "Export All CSV" button.
Azure Usage: [Customer name]
Customer name must be exactly as listed in AT so the database will return the correct email address.
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