Spinpanel | Knowledge Base

Autotask Connector Settings Related to Azure Usage

Some Autotask Connector settings relate to Azure usage and play a part in the way Azure usage is processed to Autotask.

To view the Autotask connector configuration, from the side-menu inside SpinPanel, click Settings > Solutions > Autotask and then on the Autotask settings page click "Configure your Autotask service" to open the detail pane for the Autotask connector configuration.

Click the Edit button to set or change these settings.

ConfigureAutotaskService

The following settings concern the processing of Azure usage to Autotask:

  • Global product mark-up rate (%): here you can set the global mark-up rate percentage that applies to Azure product usage.
  • Microsoft Azure material code: an Autotask material code that will be used for processing the usage as charges on the Autotask contract.
  • Microsoft Azure bundled usage: switch this on if you want Azure all usage to appear as one bundled charge on the contract for a customer.
  • Bundled Autotask contract charge name: if you've switched on bundled usage, this setting will allow you to configure the name for the bundled charge on the contract.

Enable billing

Azure subscriptions must be available for the Azure billing connector per customer. To do so:

  • Select a customer organisation from the upper right hand drop-down.
  • Open Services > Active subscriptions from the side-menu.
  • On the Active subscriptions page, either select the subscriptions you want to enable and click the Enable billing button or click the row for a subscription you want to enable and switch on the Enable billing toggle switch.

spinpanel EnableBilling

Configuring contracts for Azure services

For the billing connector to be able to sync Azure usage to Autotask, your Azure service(s) need(s) to be linked to an Autotask contract. To link a service to an Autotask contract, do as follows:

  • Make sure your own (partner) organisation is selected in the upper right hand corner drop-down.
  • From the side-menu select Solutions > Autotask > Contracts.
  • On the Contracts page select the Customer from the Customer drop-down
  • In the contracts list, click the row for the Azure service and enter the contract ID for the Autotask contract on which you want to process the Azure usage.

Note: the Autotask connector needs to run before the next step is available.

Configuring and Approving products

The products page is where you can configure the mark-up rate for your Azure resources or approve the Azure usage for a specific invoice date. Keep in mind the Approval button applies to all customers. By clicking the approval button you will approve all Azure usage for all customers for the selected invoice date, allowing the Autotask synchronization to process all relevant usage to Autotask.

To configure products:

  • Make sure your own (partner) organisation is selected in the upper right hand corner drop-down.
  • From the side-menu select Solutions > Autotask > Products.
  • On the Organisation mark-up rate page select the Customer from the Organisation drop-down.
  • Click a row to set or change the mark-up for that Resource property.

To approve usage:

  • Make sure your own (partner) organisation is selected in the upper right hand corner drop-down.
  • From the side-menu select Solutions > Autotask > Products.
  • From the Invoice date drop-down, select the desired invoice date.
  • Click the Approve button. Note: this will approve all usage for all customers for the selected invoice date.