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Create and manage Chargeback

Before you begin

Before you create Chargeback, confirm that:

  1. Spend has already been allocated to Consumers for the month.

  2. The chargeback report has been prepared and selected in Admin > Settings > Chargeback.

  3. You are working in the correct year and month.

Prepare the chargeback report

To prepare the report used for chargeback:

  1. Open Analytics > Consumer Spend

  2. Build or review the saved report used for chargeback.

  3. Make sure it includes these mandatory fields:
    Consumer > Consumer ID
    Solution Offering > Solution Offering ID
    Spend > Consumer Spend

  4. Save the report.

Use exact field names so the chargeback output is built from the right data.

Select the default chargeback report

To choose the report used for chargeback:

  1. Open Admin > Settings > Chargeback.

  2. Open the Saved Reports list.

  3. Select the report you want to use.

  4. Save the selection.

Create Chargeback for a month

To create Chargeback:

  1. Open Chargeback > Chargeback.

  2. Select the year.

  3. On the month card, select +Create or open the ellipsis and select Create.

  4. Review the preview.

  5. Select Create Chargeback.

  6. Confirm the action.

If the preview does not look right, stop there, correct the upstream data, and try again.

What happens after creation

After Chargeback is created:

  1. The month is locked.

  2. The new chargeback moves into DRAFT status.

  3. You can review it, approve it, download it, or revert it.

Approve, export, or revert Chargeback

You can manage Chargeback from the month card menu or from the view screen.

Approve
Use approval when the month is ready to be finalized.

Export
After approval, you can export Chargeback to the configured S3 Bucket if your environment uses that option.

Revert
Use revert when the result needs to be corrected. Revert removes the created chargeback for that month so you can fix the upstream data and create it again.

What to check before approval

Before you approve Chargeback, confirm that:

  1. The correct month and year are selected.

  2. The assigned Consumers look right.

  3. The assigned Solution Offerings look right.

  4. No upstream corrections are still pending.

Next step

Use Chargeback Overview

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