AWS: Assigned Credits

CloudCheckr's most recent software release includes significant improvements in the way we handle credits assigned to payees. These changes will ensure that the totals in a payee's List Cost reports match their invoices.

These Frequently Asked Questions (FAQs) will attempt to answer the most likely questions you may have about this change.

Question: How will these improvements affect payees?

Answer:

The payer's decision to show or hide assign credits will determine what the payees can see:

  • If a payer assigns a credit to a payee, the payee will see that credit in any report or function where CloudCheckr applies list cost
  • If a payer hides a credit from a payee, the payee will not see that credit in any report or function where CloudCheckr applies list cost

Question: What happens if I assigned a credit prior to this most recent release?

Answer:

CloudCheckr will hide these assigned credits by default. You must reload the billing file before your payees can see these assigned credits in their reports.

Question: How will these improvements change the way I work in CloudCheckr?

Answer:

If you want to generate an Advanced Grouping report or invoice or assign credits to payees, follow these guidelines:

Advanced Grouping (Cost > AWS Billing > Custom Reporting > Advanced Grouping):

  • If you applied credits before September 2019, you must reload the billing file before CloudCheckr will display those credits on any reports run by payees.
  • If you apply credits after September 2019, you will not need to reload the billing file for the current month.
  • If a payee runs a query that spans multiple months and includes dates for any months prior to September 2019, the payer must reload the billing file for each of the included months before CloudCheckr will display those credits on any report.

Invoice Generator (Cost > AWS Partner Tools > Report > Generate Invoices):

  • If you applied credits before September 2019, you must reload the billing file before CloudCheckr will display those credits on any invoices.
  • If you applied credits after September 2019, you will not need to reload the billing file for the current month. However, if your query includes dates for any months prior to September 2019, you must reload the billing file for each of the included months before CloudCheckr will display those credits on any invoice.

Assigned Credits (Cost > AWS Partner Tools > Configure > Assign Credits):

  • If you applied credits before September 2019, you must reload the billing file before CloudCheckr will display those credits on any payee reports or invoices.
  • If you apply credits to a payee after September 2019, you will not need to reload the billing file for the current month.
  • If a payee runs a query that spans multiple months and includes dates for any months prior to September 2019, the payer must reload the billing file for each of the included months before CloudCheckr will display those credits on the payee’s Advanced Grouping report.

Question: I assigned credits to some of my payees, so why are they are not showing up in my payee's reports?

Answer:

If you assigned credits before September 2019, you must reload you billing file before CloudCheckr will display those credits on any payee reports or invoices.

Question: How does this change affect the way CloudCheckr shows list cost?

Answer:

If a payer assigns an AWS credit to a payee, CloudCheckr will:

  1. Set the list price for the original line to zero.
  2. Write a new line that:
    • converts the AWS credit to a negative custom charge with the same description, service category, and related parameters from AWS
    • shows a value of $0.00 for unblended costs
    • sets the list price to value of the assigned credit

Question: Where will I notice these changes to list cost?

Answer:

CloudCheckr will include these changes in any report or function where CloudCheckr applies list cost:

  • Billing dashboard
  • Any custom dashboard where list cost is used
  • Summary reports including consolidated, monthly, daily, and historical
  • Invoicing
  • Advanced Grouping
  • Saved Filters
  • Profit Analysis
  • List Cost Analysis

Question: Where will I notice changes to assigned credits?

Answer:

The same reports or functions where CloudCheckr applies list cost will also show or hide assigned credits according to the payer's actions.

Question: What types of customers are impacted by this change?

Answer:

Both payers and payees will see the same results in any report or function that contains list cost.

Question: What billing methods are impacted by this change?

Answer:

Both the Detailed Billing Report (DBR) and the Cost and Usage Report (CUR) will show or hide assigned credits according to this latest change in functionality.

Question: Will the Exclude Credits option be available to payees?

Answer:

Yes. The Exclude Credit option is available to payees since assigned credits may be visible to them in the Advanced Grouping report and they may have available credits.

Will these changes impact how CloudCheckr determines Business Support charges?

Answer:

Yes. If a payer hides a credit, CloudCheckr will not include that credit in the Business Support calculation. If a payer assigns a credit, CloudCheckr will include that credit in the Business Support calculation.

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