Overview
This article guides users on how to use Emersion's billing objects to build the plan structure required for Microsoft CSP services. It is written for users who are undertaking a plan build for this service type. This article assumes the user has completed Packages and Plans Training from the Emersion Standard Training Program..
These services are ordered in Emersion and provisioned automatically via the Rhipe platform.
Service Plans
As stated in the Terminology section here, a tenant in Rhipe = a service in Emersion. Therefore, in Emersion, to create a service for your customer's tenant, a new service subscription must be created.
In order to so that, a service plan for the tenant must exist.
Do not create service plans for each licence. This is the wrong plan structure.
Product Rate Card
Next step is to make sure you have product rates set for the appropriate Microsoft CSP products as retrieved from approved Rhipe invoices.
In order to enter product rates:
- Create the first service and activate it (instructions below).
- Contact Emersion.
- Emersion will run a process that will return your price book and populate the product rate card with RRP pricing.
- Go onto the product rate card and enter your licence costs (product rates).
The product rate card that is associated with the service plan must contain your product rates.
If the prices are not present, the records will fall into Misc Quarantine.
Creating Licence Costs Manually
This is done by entering a product rate against a product rate card as covered in the Packages and Plans session of the Emersion Standard Training program.
Importing Licence Costs Into Emersion
Use the Product Rate Import tool to import your licence costs in bulk.