Overview

The Billing Rules Engine provides managed service providers (MSPs) with tools to adjust pricing and costs for individual child tenant environments, ensuring the charges reflect what end customers will see on their bills. With the appropriate roles and permissions, MSPs can create rules to modify pricing based on negotiated rates or other factors not captured in the cloud provider's automated billing export.

The engine allows MSPs to:

• Adjust pricing up or down for individual, multiple, or all child tenants.
• Apply multiple rules to a single tenant.
• Customize billing to more accurately reflect customer agreements or special pricing conditions.

If you are not able to access the Billing Rules Engine and believe that you should have access, please contact your organization’s Ternary administrator for access.

Create a rule

To add a new rule set select “Create Rule Set” from the upper right of the “Billing Rules Engine” page.

Assign a name for your new rule set as well as a start date for the rule set to be in effect. (You may enter an end date but it is not required.)

After naming and defining the date range for the set, add at least one rerating rule within the rule set. Each new rule in the set must:

• Be assigned a name
• Define what is to be re-rated (cost or credits)
• Define whether to rerate off of the price in the billing file or based on list price and the uplift or discount from the cost basis (billed or list pricing). To rerate to list pricing check “Adjust to list” with a 0% offset.
• Add filters to limit which billing entries rerating applies to.
• Define which tenants the rule is to be applied to. (Note: As additional tenants are added over time, existing rules can be edited to add additional tenants. If “Apply to all tenants” is selected, any future tenants will automatically adhere to the rule)

Multiple rules in a single billing set will be executed in the order they appear from top to bottom. The order of rules can be changed by clicking the up and down arrows at the right of the rule name.

When viewing reports generated by/within the Ternary Reporting Engine or Cost Reports, only rerated costs will be visible to child tenant users.