V4.0 NCE Ready
- 1. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues V4.0 NCE READY V4.0 NCE READY
- 2. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues UPGRADE TO NCE (WORK 365 4.0) NCE Changes, Dates and Concepts Understand Changes in Work 365 (architecture & entities) Identify Billing Contracts (Subscriptions) Communicate Changes to Customers Checklist Monitor Report Scheduler Reports Review Portal Changes Archive & De-activate Contracts, Subscriptions, Products & Pricelists Upgrade to 4.0 Setup Price Lists Add Existing NCE Products to Product Service Setup Billing Contracts Setup Products (NCE & Retire Legacy) Setup Subscriptions & One-time Items Send NCE Agreements to Customers Review Portal Changes PLAN & DESIGN EXECUTE CLEAN UP & MONITOR
- 3. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues CHANGES (BILLING CONTRACTS) Billing Contracts: Recurring Item Based Lifecycle is driven by subscription Invoice generation is driven through the subscription No billing schedule (it’s driven by the subscription) No end-date No Renewal You can’t change the type of BC once it’s set up We are using the terminated date to see active billing contracts Changes Visual Scheduling Changes Changes Changes Changes Changes Changes Changes Changes Changes
- 4. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues VISUAL How the billing schedule now relates to Subscriptions Changes Visual Scheduling Changes Changes Changes Changes Changes Changes Changes Changes Changes
- 5. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues CHANGES TO SUBSCRIPTION – SCHEDULING CHANGES Effective date Sets the term, billing frequency Changes Visual Scheduling Changes Changes Changes Changes Changes Changes Changes Changes Changes
- 6. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues CHANGES (SUBSCRIPTION) Subscription: Billing Schedule shows up here (linked to item Based billing contract)
- 7. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues CHANGES (SUBSCRIPTIONS) Control Portal Changes How do we know if it’s an NCE Subscription?
- 8. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues CHANGES (SUBSCRIPTIONS) Scheduling Changes (TODO)
- 9. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues CHANGES (SUBSCRIPTION) Quantity Control - to adhere to commitments //todo where is the window
- 10. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues CHANGES TO SUBSCRIPTION The provider section helps you identify the terms with Microsoft The part number helps you identify whether it’s an NCE Product
- 11. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues CHANGES SUBSCRIPTION (SETTING IN ADMIN HUB) Drives the behaviour change on the change of subscription
- 12. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues The change window comes through automatically if it’s an NCE product
- 13. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues CHANGES (SUBSCRIPTION) Pause and Resume Subscriptions
- 14. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues CHANGES (SUBSCRIPTION) Change is Lifecycle – Suspended, Deactivated //TODO: Product team to draw out a table showing the states and what they mean Status Reason: Active: Active, Suspend (billing will continue in both PC and Work 365) Cancelled Note: you might experience some delay in between pause and resume When is the subscription is actually provisioned: Actual Provision on Field (//TODO move to the correct plance
- 15. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues CHANGES (TO SUBSCRIPTION SYNC PROCESS) Subscriptions will have to be added to Billing Contracts manually going forward and won’t be synched automatically. Changes to subscriptions which are synced in Work 365 will come through
- 16. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues SUBSCRIPTION SYNC It will link the product It will set the cost price and selling price when the subscription syncs
- 17. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues FUNDAMENTAL CHANGE TO PRODUCT & PRODUCT SERVICE TO ALIGN WITH NCE Pricing is now driven by pricelists You will therefore not see the default price list in the admin hub. Guidance is create a manual pricelist (in the future we’ll populate the market and provider for now you have to do manually) Should you set up price lists separately for NCE & Legacy Recommendation is keep one common pricing for legacy & NCE Set up separate price list based on segment
- 18. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues CHANGES (PRODUCT SERVICE) Add Products helps you discover products Note: products might be missing or price is missing or price could be wrong and that means when we synch we will not be able to synch prices Costs may or may not be on the product
- 19. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues CHANGES (PRODUCT SERVICE) Keep Alternate Id – this will help you identify whether it’s an NCE Subscription (add to checklist) Note: products might be missing or price is missing or price could be wrong and that means when we synch we will not be able to synch prices Costs may or may not be on the product
- 20. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues
- 21. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues CHANGES (PRODUCT SERVICE) NCE Products are highlighted Costs may or may not be on the product and cost is driven by the pricelist Cost is different for a product in NCE based on Term (egs monthly price is different for annual vs monthly). Costs are reflective of the real costs (real-time) The cost is looked up by the product service ONLY if there isn’t a cost associated with the product //TODO: Currency Conversion
- 22. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues CHANGES (PRODUCT SERVICE) Reserved Instances, Software Subscriptions We don’t’ support marketplace products (yet)
- 23. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues CHANGES (PRODUCT SERVICE) Known issue on NCE product (Cost)
- 24. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues CHANGES (PRICE LIST) New form (Work 365 Price List)
- 25. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues CHANGES (PRICE LIST) Multi-dimensional Segment Market Provider
- 26. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues CHANGES TO PRODUCT //Work 365 doesn’t differentiate between NCE and Legacy Product
- 27. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues CHANGES (PRODUCT) Unit for NCE
- 28. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues GUIDANCE ON PRODUCT SET UP & PRICE LISTS You will need to separate Pricelists based on segments, markets, currency and providers. Example you sell in Australia and US ONLY in USD. You would still need 2 separate price lists You don’t need to split pricelists based on legacy or NCE. Keeping them in the same price list will help with quoting, opportunity management etc. For example you sold only in the US only to commercial you could modify your old pricelist and DON’T need to create another one
- 29. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues GUIDANCE CUSTOMER BILLING EXPERIENCE IMPACT OF MONTHLY COMMITMENTS LEVERAGE ITEM BASED BILLING CONTRACTS
- 30. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues CSP Service Type Term Billing Frequency Type of Billing Contract Subscription Outcome Online Services/Dynamics/PowerApps (CSP) Online Services P1M Monthly Recurring Contract (Indefinite End Date) License License is prorated for the term and then full cycle license is generated 1 invoice per month(Changes can be added to the next Cycle) Online Services P1Y/P3Y Annual Item Based License Invoice is generated for the term of the Subscription 1 Invoice Per Item and Change Online Services P1Y/P3Y Monthly Recurring Contract (Indefinite End Date) License Invoice is generated monthly for the term of the subscription 1 Invoice Per Item Azure Usage and Consumption Monthly Recurring Contract Usage Invoice is generated monthly Invoice is generated based on consumption driven by the Billing Contract dates Software Subscriptions/Reserved Instances P1Y Monthly Recurring Contract (Indefinite End Date) License Software Subscriptions/Reserved Instances P1Y/P3Y Annual Item Based License Perpetual Software One-time Item Based License
- 31. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues SCENARIOS Want to bill a customer annually for NCE for annual commitments and monthly for monthly commitments: Create item based contract and annual subscription, add monthly subscription to existing monthly recurring contract
- 32. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues REPORT SCHEDULER - LIST OF NEW VIEWS
- 33. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues REPORT SCHEDULER - SCENARIOS How do I know when the 72 hour window of a subscription is approaching? How do I track renewals?
- 34. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues UNDERSTANDING THE DATES ON SUBSCRIPTION & LICENSE CHANGE LOGS
- 35. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues UPGRADE TO 4.0 (EAP) Install Solution from here: After Installation Delete the Work365.APICredential Checklist: Admin Hub: Unit: Triennial
- 36. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues UPGRADE TO 4.0 (IN PRODUCTION)
- 37. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues SCENARIOS & USE CASES Manage Renewals Generate Invoices in Advance (Billing) Provision Reserved Instances (Provisioning) Sync Existing NCE Subscriptions (Provisioning) Migrate Legacy to NCE Subscriptions (Provisioning) Pricelist - how to upgrade and manage? How do I manage the promotional pricing? How will pro-ration work? We do it on a calendar day and not in a 24 hour window. What should we do with the current portal to control changes? Set up the subscription (difference between end customer control and absolute control changes driven through the advanced tab in Subscription)
- 38. Understanding the ChangesUpgrade Scenarios, FAQ, Known Issues KNOWN ISSUES The billing contracts chart on the start page is wrong (only in Skyblue,
Editor's Notes
- #32 So with that discussion I want to share some specific guidance today on what type of billing contract you should use and when. The first three rows I think are the most important to consider. If you are selling a monthly commitment term which would be billed monthly use the current Recurring Billing Contract If you are selling an Annual Commitment term billed Annually use the Item Based Contract If you are selling Annual or Trianual term on a Monthly basis use the Recurring Billing Contract The billing schedule for an item-based contract will based on the subscriptions and not at the contract level