Creating Price Book Rules

Important: To add price book rules, you must have the Manage organization or Manage bill adjustments role. For complete descriptions of each role available in Flexera One, see Flexera One Roles.

After grouping your child organizations using the RBD PriceBook Group dimension, create a price book by defining rules for each effectiveAt date. These rules are linked to specific price books and ensure that the child organizations receive the appropriate discounts or markups based on the assigned price book.

Consider the following example of creating an adjustment (for example, PriceBook Rules) by adding rules that belong to priceBook1 . For any adjustment rule, you can specify a cost multiplier.

To create price book rules:

Go to the Adjustment Program page (Cloud > Administration > Price Books).

From the Dated Adjustment Lists, select the adjustment list in which you want to add the bill adjustment or create an adjustment list in which you want to add the adjustment.

Note:You can add only five adjustments in an adjustment list. If an adjustment list already has five adjustments, the Add Adjustment button appears dimmed and is not available.

Click Add Adjustment. The Adjustment slideout opens.

In the Adjustment name box, enter a name for the billing adjustment. For example, PriceBook Rules.

Click Save.

Note:Consider the following:

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If an adjustment already exists in a dated adjustment list and you add another adjustment, then after you click Save, two additional options—Build on raw costs and Build on Adjustments—appear on the page on which you can build this adjustment.

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If two or more adjustments already exist, then these additional options appear directly on the Adjustment page when you click Add Adjustment.

Optionally, for any adjustments you add after the first adjustment, choose between building on raw costs or building on existing adjustments. Otherwise, skip to the next step to add rules to the adjustment.

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Build on raw costs—You can build this adjustment on the cost directly shared by the cloud provider. By default, the adjustment builds on raw cost.

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Build on Adjustments—You can build this adjustment on another adjustment if you need to compound the cost on another cost. From the Select adjustment to build off dropdown list, select the checkbox next to the previously created adjustment on which you want to build this adjustment.

To add a rule to an adjustment, click Add Rule. The Rule slideout opens.

Note:An adjustment can contain up to 100 rules. The rules are evaluated in the order they are listed.

In the Label box, enter a name for the rule that you want to apply.

To add a condition to a rule, click Add a new Condition. The Add a new Condition pop-up window opens.

From the Condition dropdown list, select a condition. The available conditions are:

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Dimension—Checks whether a dimension equals a certain value.

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Allocated to Billing Center—Checks whether a billing center equals a certain billing center ID.

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All—Checks whether all the child conditions are true for this condition to be true.

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Any—Checks whether any of the child conditions are true for this condition to be true.

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Not—Checks whether all the child conditions are false for this condition to be true.

If you select the Boolean operator (All, Any, or Not), the Condition to go inside dropdown list appears. Select the appropriate child condition to go inside this condition.

Note:You can use these Boolean operators to build more complex nested expressions.

Click Add Condition.

10.

If you add a condition, from the Dimension dropdown list, select RBD PriceBook Group.

11.

Select the operator (Equals) from the dropdown list.

Note:The operator Contains checks whether a dimension contains a string value.

12.

In the Value box, enter a value for the dimension. For example, priceBook1.

Note:When creating an expression with Boolean operators such as All and Any, you can copy an expression and negate an expression using the Copy this Expression and Negate this Expression icons, respectively.

13.

In the Cost Multiplier box, enter a value. The adjustment value will be the base cost multiplied by this value. For example, -0.21.

Note:You can enter a negative value (by using the minus sign) in the Cost Multiplier field to provide a certain discount. For example, if you select the dimension as Line Item Type and enter the value as Tax, and then enter -1 in the Cost Multiplier field, the entire tax details are removed from the spend details.

14.

Click Save to save the rule.

15.

Click Close to close the Rule slideout.

Note:You can edit and delete a rule by clicking the Edit rule and Delete rule icons, respectively. To change the priority of a rule, you can move the rule up and down in the list.

16.

Click Update to add the billing adjustment.

Note:After the adjustments are made, you can see the raw cost as well as the adjusted cost split in the MSP parent organization while the child organization will see only the net cost (raw + adjusted cost) and will not see the breakdown.