Creating Pricing Rules

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To create pricing rules for a price book, follow the steps:
  1. Select the price book, and then click the Add Rule button.
  2. Provide a Name for the rule. For naming rule conventions, see Naming Rules.
  3. Select the business metric, i.e. the cost basis. See Cloudability Help Center Glossary of cost dimensions and metrics. for more information about each cost basis.
  4. Choose the cost basis from the following options:
    • Cost ( Adjusted Amortized )
    • Cost ( Adjusted )
    • Cost ( Amortized )
    • Cost ( List )
    • Cost ( Total Blended )
    • Cost ( Total )

    To apply Markup or Discount , input a rate adjustment with positive or negative values respectively. For example, To apply a 20% markup, input value should be set at “20”. For a 15% discount, input value should be set at “-15”.

  5. Select the dimension(s) to specify the conditions for the rule. A rule must contain at least one dimension. The list of dimensions to choose from include:
    • Account ID
    • Availability Zone
    • Commitment Owner ID: This is a new Cloudability MSP dimension which denotes which AWS account ID purchased a reservation or savings plan and is derived from the associated line item ARN. See Conditionally Passing through AWS Savings Plans and Reserved Instance for more details.
    • Compute Usage Type
    • Engine
    • Instance Category
    • Instance Family
    • Instance Size
    • Instance Type
    • Invoice ID
    • Item Description
    • Lease Type
    • Operating System
    • Operation
    • Payer Account ID
    • Payer Account Name
    • Product Name
    • Region
    • Reservation Class
    • Reservation ID
    • Resource ID
    • Seller
    • Service Name
    • Tenancy
    • Transaction Type
    • Usage Family
    • Usage Type
    • Vendor
    • Zone
  6. Select rule operator. The list includes:

    • Equals : The input value matches the selected dimension exactly

    • Not Equals : The input value does not match the selected dimension exactly

    • Contains : The input value is a subset of the selected dimension

    • Not Contains : The input value is not a subset of the selected dimension

    • Equals any of : Any of the input values match the selected dimension exactly

    • Equals dimension : Allows the user to compare two dimensions as a condition. This operator can only be used for the following dimensions: Account Identifier , Commitment Owner Account Id , Payer Account Id .

    • Starts with : The input value matches the beginning of the selected dimension

    • Ends with : The input value matches the end of the selected dimension

    • Not starts with : The input value will limit the matches to those not starting with a selected value

    • Not ends with : The input value will limit the matches to those not ending with a selected value

    • Exists : Limits matches to those where the value of the selected dimension is not empty

    • Not Exists : Limits matches to those where the value of the selected dimension is empty

  7. Provide value for the dimension.

All rules must include information about the rule name, cost metric, rate multiplier (i.e. rate adjustment), as well as the condition(s) under which they should be executed, i.e. dimension (where), operator (how), and value (what)*.

* Operator “Exists” and "Not Exists" do not require the user to provide a value.

For example pricing rules, see Editing Pricing Rules.

Note:

Cost ( List ) is passed through for line items not matched by the created rules. This also applies if there is no price book assigned to the customer and in the absence of a default price book in place. You can verify if the currently assigned price book covers all the customers' line items by querying the Price Book Name and Pricing Rule Name dimensions in Apptio BI. The query will provide the name of the price book and pricing rule(s), and return “ N/A ” value if there are line items not matched by the applied price book/ pricing rules.