Overview

Flexera allows for flexible bill adjustments based on customizable rules, for Optima has the ability define adjustments by a variety of dimensions. Different markup/markdowns can be assigned to:

  • Vendor
  • Billing center
  • Region
  • Service
  • Resource type
  • Line item type

Viewing Applied Bill Adjustments

There are various ways to see applied bill adjustments in Optima.

Adjustments Interface

To view adjustments, you must (1) have bill adjustments in place and (2) have the enterprise_manager role. For assistance with your bill adjustments, or to apply new adjustments, please contact your account management team or cost optimization service representative.

bill_adjust_ui.gif

Tabular View

To view applied bill adjustments in tabular view:

  1. After logging into Optima, navigate to the Billing tab
  2. Click on the Tabular View tab
  3. To select your Adjustment dimension, click on the + next to the Group by: header. Available Adjustment dimensions include:
    • Adjustment Cost Multiplier
    • Adjustment Rule Name
    • Adjustment Rule Label
    • Adjustment Usage Multiplier

bill_adjustment_overview.png


Editing Existing Adjustments

Existing bill adjustments can be edited within the Optima UI via the Adjustments interface, by percentage. To edit adjustments, you must have the enterprise_manager role.

bill_adjust_edit.png

Bill Adjustment Visibility

Adjustment dimensions are typically only visible to users with the enterprise_manager role.

But these dimensions could also be made visible to all users of the org, if that is preferred.

Sample Use Cases

Currency Conversion

Markup/Markdown

Line Item Elimination

You can effectively remove costs such as fees or taxes by adding an adjustment that negates the cost. For example:

"Cost Elimination" Adjustment:

    Rules:
    1. // Refunds
       IF line_item_type == "Refund"
       THEN cost_multiplier = -100%

Equivalent JSON:

{
  "dated_adjustment_lists": [
    {
      "effective_at": "2020-01",
      "adjustment_list": [
        {
          "name": "Cost Elimination",
          "rules": [
            {
              "condition": {
                "type": "dimension_equals",
                "dimension": "line_item_type",
                "value": "Refund"
              },
              "cost_multiplier": -1,
              "label": "Refunds"
            }
          ]
        }
      ]
    }
  ]
}

Pricing Adjustment