LogoLogo
3.6.9
3.6.9
  • Introduction
  • Getting started
    • Installation
      • Prerequisites
        • Server requirements
      • On-premises
        • Single-node
          • Directory structure
        • Multi-node
      • Azure Market Place
      • AWS Market Place
    • Tutorials
      • Amazon AWS CUR
      • Amazon AWS CUR (Athena)
      • Azure Stack
      • Azure EA
      • Azure CSP
      • Google Cloud
      • VMware vCloud
      • VMware vCenter
    • How-to guides
      • How to configure receiving a monthly billing report
      • How to automatically trigger a monthly billing report
      • How to update your license
      • How to store contract information with an Account in a report
      • How to automatically send workflow errors as webhooks to a monitoring system
    • Concepts
      • User interface
      • Services
    • Releases
      • Upgrading to version 3
      • Known issues
      • Announcements
      • Archive
  • Reports
    • Accounts
    • Services
    • Instances
    • Summary
    • Budget
  • Services
    • Manage
    • Rates
      • Tiered Services
        • Aggregation Levels and the Account Hierarchy
    • Adjustments
    • Subscriptions
  • ACCOUNTS
    • Budget management
  • Data pipelines
    • Extract
      • Configuration
      • Extractor templates
      • Script basics
      • Parslets
      • Subroutines
        • check_dateformat
        • check_dateargument
        • format_date
        • validate_response
      • Language
        • aws_sign_string
        • basename
        • buffer
        • csv
        • clear
        • decimal_to_ipv4
        • discard
        • encode
        • encrypt
        • environment
        • escape
        • exit_loop
        • foreach
        • generate_jwt
        • get_last_day_of
        • gosub
        • gunzip
        • hash
        • http
        • if
        • ipv4_to_decimal
        • json
        • loglevel
        • loop
        • lowercase
        • match
        • pause
        • print
        • return
        • save
        • set
        • subroutine
        • terminate
        • unzip
        • uppercase
        • uri
        • var
    • Transform
      • Configuration
      • Transformer templates
      • Transform Preview
      • Language
        • aggregate
        • append
        • calculate
        • capitalise
        • convert
        • copy
        • correlate
        • create
        • default
        • delete
        • dequote
        • environment
        • event_to_usage
        • export
        • finish
        • Functions
        • if
        • import
        • include
        • lowercase
        • normalise
        • option
        • rename
        • replace
        • round
        • services
        • set
        • sort
        • split
        • terminate
        • timecolumns
        • timerender
        • timestamp
        • update_service
        • uppercase
        • var
        • where
    • Datasets
    • Lookups
    • Metadata
    • Reports
    • Workflows
  • Administration
    • User management
      • Users
      • Groups
    • Notifications
      • Budget Notifications
      • Report notifications
      • Workflow notifications
    • Settings
      • Global Variables
      • White Labeling
  • Advanced
    • Integrate
      • GUI automation
        • Examples
      • API docs
      • Single sign-on
        • Claims-based identity provisioning: users, Account access and user groups
        • Azure-AD
        • Auth0
        • OKTA
        • OneLogin
        • ADFS
        • LDAP
    • Digging deeper
      • Authentication flows
      • Transformer datadate
      • Dataset lifecycle
      • Config.json
      • Databases
  • Security
    • Security
    • Authentication
      • Token
      • LDAP
      • SAML2
    • Password reset
    • Password policy
    • Announcements
  • Troubleshooting
    • Logs
  • Terms & Conditions
  • Privacy Policy
Powered by GitBook
On this page

Was this helpful?

Export as PDF
  1. Services

Adjustments

PreviousAggregation Levels and the Account HierarchyNextSubscriptions

Last updated 3 years ago

Was this helpful?

Adjustments allow a user to create account-specific rate adjustment policies. An Adjustment policy supports applying a discount or a premium using one of these modifiers:

  1. a certain amount of money (i.e. $ 100)

  2. a certain quantity (i.e. 100 GB/hours)

  3. a percentage (i.e. 10%)

This Adjustment can then be applied to a single service, multiple different services, or one or more service categories.

Create an Adjustment Policy

To create a new Adjustment policy for an account, follow these steps:

  1. From the menu on the left, select Services > Adjustments

  2. Then select the Account from the list of accounts for which you want to create an adjustment policy

  3. After selecting the account, click Add Policy, and provide a meaningful name for your policy in the right screen where it says Adjustment name

  4. Provide the Start date, by selecting the initial month when this adjustment policy is applied.

  5. Provide the End date, by selecting the month when this adjustment policy will be discontinued. This is optional since an adjustment policy can be applied permanently.

  6. Select which Service or Service Category this policy is applied to. You can select multiple using the check-boxes that are provided. It is also possible to select all available service categories, which effectively applies the discount to all possible services.

  7. Select a Type for this adjustment. This can be either a Discount or a Premium

  8. Select the Target, meaning: is this Adjustment targeting the total Charge or the total Quantity of the selected service(s)?

  9. Select the Difference setting, to indicate an Absolute value (i.e. 100 units, or 100 dollars) or a Relative value (such as 10%)

  10. Lastly, provide the Adjustment value. In the example shown in the image above, there is a value of '10' provided in the Amount field, which will adjust the total charge with -10% given the provided parameters.

  11. When you're done, click the Add Policy button. Your changes are now applied to all charge-related reports.