Billing Rule

TABLE OF CONTENTS

• Introduction
• Fields

Introduction

A Billing Rule defines a Price for Assets matching a Scope (Model, Category, Company and/or Location) and a Date Range. When a Billing Run executes, every matching active Asset gets a Charge Record for this Rule.

Fields

• Name / Description
  • Identify the Rule.

• Model / Category / Company / Location
  • Optional Scope filters — leave empty to match every Asset.

• Allowed Status
  • Optionally restrict the Rule to Assets with one of the selected Statuses.

• Billing Cycle
  • How often this Rule is charged (for example Monthly, Quarterly, Yearly).

• Price Monthly / Quarterly / Yearly + Currency
  • The Price for each supported Cycle, in the configured Currency.

• Charge Target Type
  • Whether the Charge is billed to the Asset's Company, Location or Cost Center.

• Is Showback Only
  • Showback Rules appear in reports but are never actually invoiced.

• Is Active
  • Inactive Rules are ignored by future Billing Runs.

• Valid From / Valid To
  • The Date Range this Rule applies in.

See our Cost Center Article to learn where a Charge Target Type of Cost Center is billed to