If usage-based invoices are not generated for the current month, the most likely reason is that the Usage Summary records have not been synced in Work 365 yet. Please check the following to identify the root cause for missing data.
- Check if the Provider Invoice for the current month has been pulled.
If the provider invoice has not been pulled, check if it’s available in Microsoft Partner Center portal. If its not available in Partner Center portal itself, it indicates a delay from Microsoft’s end. Please raise a ticket with Microsoft regarding the same.
If the Provider Invoice is available in Partner Center but not in Work 365, please reach out to us at firstname.lastname@example.org.
- Check if Usage Summary records are available in the Provider Invoice.
If the Provider Invoice is available without any Usage Summary records, it most likely means that there are one or more of unresolved customer OR Subscription OR Currency references. There are some usage summary records which are not able to find their corresponding customer/subscription/currency records in Work 365. Work 365 intentionally doesn’t sync partial data so that such instances are flagged, and partners don’t miss anything in billing. The details of these unresolved references can be found on the Provider Invoice record.
- Unresolved customer references: The most likely cause is that the Provider Account mapping is missing for some customers.To fix this issue, please follow the steps below:
- Run a Provider Account sync (Work 365à Provider Management à Provider à [Select the Microsoft Partner Center provider] à Work 365 (Ribbon button) à Sync Provider Accounts)
- Go to Provider Accounts (Work 365 à Provider Management à Provider Account)
- Ensure that all records for the Microsoft Partner Center provider have the “Account” column populated.
- Delete the earlier provider invoice (that has zero usage summary records)
- The provider invoice will be reimported on the next run and should import the usage summary data.
- Unresolved subscription references: Ensure all the usage-based subscriptions are sync’ed from Partner Center and there’s no missing data in them. The missing subscription reference might be an old subscription that previously had resources tied to it that were migrated to a new subscription and is still listed as a billable item on the Provider Invoice. To resolve the subscription reference, create a new subscription with a Manual Provider and enter in the subscription ID from the Provider Invoice.
- Unresolved currency references: Ensure that the currency on the Provider Invoice is available in Dynamics 365.
- Unresolved Product References: This means the subscription does not have a product selected in the product field. Note that the subscription will show as a Write-In Product on the Invoice without the Product field filled in. Enter in the Product in the product field to resolve the reference and have a Real product show on the invoice. Note that having a Real product on the invoice is not required, but it is recommended for integration purposes with ERP and Accounting Systems.
Once the references are resolved, the Usage Summary records should be synced automatically in Work 365 within a day. However, if they don’t, please reach out to us at email@example.com
- Check the dates when the Provider Invoice and the associated Usage Summary records were synced
It’s possible that the data synced after the Invoice date of Billing Contracts due to delay from Provider or unresolved references. In such scenarios, please re-generate the invoices manually for current Billing Cycle. Also, it’s advised to maintain some gap between Invoice date from Provider and Invoice date on Billing Contracts to avoid such situations.
- For Example: Billing Contract Invoice date is 5th monthly. Provider Invoice is set for 4th monthly, but has been delayed and does not arrive until 8th. When the invoice was generated by Work 365, the invoice could not calculate against the Provider invoice, so the total shows $0. Recommendations:
- Manually generate Work 365 invoice after Provider invoice is sent.
- Create a separate Billing Contract for the usage subscription, and have the start date set to 7 or more days after the Provider invoice is scheduled to be sent. This gives extra room for the automatic Work 365 invoice to calculate costs on the usage subscription.
Please refer to this Azure Webinar for demonstration: Azure Subscription Billing Management
- Check the Provider Invoice Status
Provider Invoices are imported from Microsoft’s Partner Center through a background job. Provider invoices can also be created manually for any third-party vendors or distributors.
- Populating: When the provider invoice is syncing with Work 365, and has not yet reached a final status
- Active: Found both license and Usage data
- Error: When the provider invoice has errored out. The reason for the error is outlined under the 'General' tab, for more infromation refer to Work 365 Provider Invoices
Azure Billing Needs Active Usage or Active for the invoicing job to include the data in the invoice.
Work 365 tries for 15 days after an invoice is found to pull in the data consumption data.
If there are subscription references or customer references on the provider invoice, this will prevent any Azure data from syncing into Work 365 which means the invoicing will be incorrect for invoices with Azure subscriptions. Be sure to follow the recommended steps on provider invoice references.
Note: If you delete the provider invoice, it will be automatically pulled in again through a backend job