Creating and Managing Non-Recurring Items (NRIs)
Work 365 can manage the billing and invoicing for non-recurring products and sales. These non-recurring entities are designed for one-off sales.
Non-recurring items can be added to both recurring and Item based billing contract types.
Non-recurring items added to recurring billing contract will be invoiced during the next invoicing cycle of the billing contract, or through a change log invoice if the billing contract frequency is annual or quarterly.
Create non-recurring items
Search for the non-recurring item in the product catalog in from the field. For instructions on creating a Non-recurring product in the product catalog, see Non-Recurring Products.
- Name: Name copied from the product name
- Friendly Name: Name copied from the product name
- Billing Contract: customer’s non-recurring billing contract or recurring billing contract
- Product Class: varies depending on the product. Ie. Azure RI would be a Product Resale.
- Currency: currency
- Unit: sales unit
- Is Taxable: is taxable on invoiceQuantity: number of units
- Unit cost: cost price per unit
- Unit Selling Price: selling price per unit
- Revenue: selling price x quantity
- Gross Margin: the difference between the selling price and cost price
- NRI also has a Provisioning status that can be managed based on the type of Provider associated with the NRI
- Effective date: start of term
- Segment: vertical
- Purchase type: type of purchase varies. Ie. Reserved Instance for Azure RI
- Scope: Single or Shared
- Subscription: search for the customer’s existing Microsoft Azure subscription
- Provider: Provider provisioning the item
- Provider Part Number: Product ID from the provider price list
- Format: Product ID: SkuID
- Provider Order ID
- Provider Reference
- Expiry Date: End of Term (for term-based items)
- Credit Hold: is the account on credit hold? See Work 365 Account Credit Hold
Updated 4 months ago