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