One of the new features in 3.10 is device based billing. This feature allows you to specify contract prices (for example relating to maintenance) for different types of devices, and have Harmony pick up on the number of active devices when billing. This means you do not need to amend your contracts within Harmony; you just specify on the original order\agreement with the customer the rates you are going to be charging for the devices which are being supported. As usual this supports "look up" and "fill up" banded pricing mechanisms.
This really helps the scenario where you are regularly importing Assets\Devices from your Remote Monitoring and Management (RMM) system; whether from Max RMM or any other system. You will simply import\sync your devices with Harmony and the periodic invoicing will reflect this.
How do I set this up?
If you take a look at your consumption agreements with your customers, you will now see an additional field called Asset Types. All you need to do is select which type of assets relate to this rate and Harmony will count up the active assets and bill them at the billing point.
You will also see an additional field which is also new called Billing Option. This gives the ability to generate the invoice at the start of the billing period (in advance) or at the end of the billing period (in arrears).
And how does the devices get billed?
When you release your consumption agreement billing, you will see the qty ready for invoicing. This can be edited at this point if required. You can also see the asset types which led to the quantity being invoiced
After the billing is released you can take a look at the historical charge event to see exactly which assets were covered by that invoice
If you want to see what agreements are picking up which asset types, navigate to your main consumption billing agreement list and you can see which are tied. You can then edit mappings from there.
As always feel free to contact us with any questions or comments.
The Harmony Team