Price Book

"Price Book" feature helps MSP/Reseller where they can upload a rule book to their partners to customize billing rates across different billing groups. Pricing rules can vary widely, being global, service-specific, billing entity-specific, or location-specific. Users can leverage these rules to apply discounts, markups, hide, or fixed rates within each respective scope. This feature enables customers to adjust pricing accurately according to the specified rules, ensuring optimal cost management.

Steps to Upload Price Book

Log in to the partner tenant where all your created child tenants are displayed.

Click on the Price Book icon under the Actions column for the tenant where you want to apply the price book.
Upload your pricing rule book according to the example below. Ensure you replace the placeholders with your billing account ID, code, and any other required information based on your specific rules.
After successfully uploading the price book, wait for the next ingestion to be completed. Ingestions are scheduled every 12 hours.

Below are some of the examples of price rules

CODE

---
kind: cloud
book:
  - rule_group_id: awsDiscountForSevice
    provider_code: aws
    billing_account_id: "755387160313"
    start_month: 2024-01
    end_month: 2024-03
    rules:
      - rule_id: awsSelectedServiceDiscount
        line_item:
          product_name:
            - Amazon Elastic Compute Cloud
            - AWS Directory Service
            - Amazon Route 53
        rule_definition:
          adjustment: 10
          rule_type: percent_discount

      - rule_id: awsSelectedServiceMarkup
        line_item:
          product_name:
            - AWS Cost Explorer
            - AWS Directory Service
        rule_definition:
          adjustment: 15
          rule_type: percent_markup

In the above YAML file it contains the kind book and under book, it contains rule group conditions, rule condition, rule comparison and rule types section

kind indicates for which module we are applying the price rule

rule group conditions contain the following conditions as described below

provider_code
billing_account_id
usage_account_id
start_month
end_month

1] provider_code : is the provider name like AWS, GCP ….

2] billing_account_id : is the account id on which you want to apply

3] usage_account_id : is the account id (subscription/projects/members account id ) I.e. to which Usage account you want to apply

4] start_month : from which month you want to apply the rule

5] end_month : to which month you want to apply the rule

Price rule for supported rule conditions

The YAML file below shows rule conditions that contain the following, as described below

rule conditions,

product_name
location_id
cost_type
usage_type

1] product_name : to which service category you want to apply the rule

2] location_id : to which location you want to apply the rule

3] cost_type : to which cost type you want to apply the rule

4] usage_type : to which Usage type you want to apply the rule

YAML ex

NONE

---
kind: cloud
book:
  - rule_group_id: awsProductName
    provider_code: aws
    billing_account_id: "755387160313"
    usage_account_id: "755387160313"
    start_month: 2024-01
    end_month: 2024-03
    rules:
      - rule_id: awsS3Discount
        line_item:
          product_name:
            - Amazon Route 53
        rule_definition:
          adjustment: 5
          rule_type: percent_discount

      - rule_id: awsServiceMarkup
        line_item:
          product_name:
            - AWS Cost Explorer
            - AWS Directory Service
            - Amazon Redshift
        rule_definition:
          adjustment: 50
          rule_type: percent_markup

  - rule_group_id: awsLocationDiscount
    provider_code: aws
    start_month: 2024-01
    end_month: 2024-03
    rules:
      - rule_id: awsDiscountusingLocation
        line_item:
          product_name_starts_with: Amazon
          location_id: us-east-1
        rule_definition:
          adjustment: 25
          rule_type: percent_discount

  - rule_group_id: awsForCostType
    provider_code: aws
    start_month: 2024-01
    end_month: 2024-03
    rules:
      - rule_id: awsMarkupasCostType
        line_item:
          product_name_contains: Support
          cost_type: Fee
        rule_definition:
          adjustment: 20
          rule_type: percent_markup

  - rule_group_id: awsForUsageType
    provider_code: aws
    start_month: 2024-01
    end_month: 2024-03
    rules:
      - rule_id: awsForFixedRate
        line_item:
          product_name_contains: AWS
          usage_type: Request
        rule_definition:
          adjustment: 50
          rule_type: fixed_rate

Price rule for Using the Comparison operator

Below are some of the comparison operators that are supported and can be used

rule comparison

string
- eg, product_name: 'A'
array
- eg, product_name: ['A', 'B']
_starts_with
- eg, product_name: "_starts_with:Amazon"
_contains
- eg, product_name: "_contains:Amazon"

YAML ex for rule comparison

NONE

---
kind: saas
book:
---
- rule_group_id: awsDiscountForServices
  provider_code: aws
  billing_account_id: "755387160313"
  start_month: 2024-01
  end_month: 2024-03
  rules:
    - rule_id: awsDiscountForServicesRule
      line_item:
        product_name: ['Amazon Elastic Compute Cloud', 'AWS Directory Service','Amazon Route 53']
      rule_definition:
        adjustment: 10
        rule_type: percent_discount
    - rule_id: awsMarkupForServicesRule
      line_item:
        product_name:
          - AWS Cost Explorer
          - AWS Directory Service
      rule_definition:
        adjustment: 15
        rule_type: percent_markup
              
- rule_group_id: awsDiscountForSupport
  provider_code: aws
  billing_account_id: "755387160313"
  usage_account_id: "755387160313"
  start_month: 2024-01
  end_month: 2024-03
  rules:
    - rule_id: awsDiscountForSupports3
      line_item:
        product_name: 'Amazon Route 53'
      rule_definition:
        adjustment: 5
        rule_type: percent_discount
    - rule_id: awsMarkupForServices
      line_item:
        product_name:
          - AWS Cost Explorer
          - AWS Directory Service
          - Amazon Redshift
      rule_definition:
        adjustment: 50
        rule_type: percent_markup
        
- rule_group_id: awsDiscountForwildcardSupport
  provider_code: aws
  start_month: 2024-01
  end_month: 2024-03
  rules:
    - rule_id: awsDiscountForServicesRuleWildcard
      line_item:
        product_name: _starts_with:Amazon
        location_id: us-east-1
      rule_definition:
        adjustment: 25
        rule_type: percent_discount

- rule_group_id: awsMarkupForwildcardSupport
  provider_code: aws
  start_month: 2024-01
  end_month: 2024-03
  rules:
    - rule_id: awsMarkupForwildcardSupportRule
      line_item:
        product_name: _contains:Support
        cost_type: Fee
      rule_definition:
        adjustment: 20
        rule_type: percent_markup

Price rule for rule types

Below are the rule types supported

rule types

fixed_rate
percent_discount
percent_markup
hide

NONE

---
kind: saas
book:
---
- rule_group_id: awsDiscountForServices
  provider_code: aws
  billing_account_id: "755387160313"
  start_month: 2024-01
  end_month: 2024-03
  rules:
    - rule_id: awsDiscountForServicesRule
      line_item:
        product_name: ['Amazon Elastic Compute Cloud', 'AWS Directory Service','Amazon Route 53']
      rule_definition:
        adjustment: 10
        rule_type: percent_discount
    - rule_id: awsMarkupForServicesRule
      line_item:
        product_name:
          - AWS Cost Explorer
          - AWS Directory Service
      rule_definition:
        adjustment: 15
        rule_type: percent_markup
              
- rule_group_id: awsDiscountForSupport
  provider_code: aws
  billing_account_id: "755387160313"
  usage_account_id: "755387160313"
  start_month: 2024-01
  end_month: 2024-03
  rules:
    - rule_id: awsDiscountForSupports3
      line_item:
        product_name: 'Amazon Route 53'
      rule_definition:
        adjustment: 5
        rule_type: percent_discount
    - rule_id: awsMarkupForServices
      line_item:
        product_name:
          - AWS Cost Explorer
          - AWS Directory Service
          - Amazon Redshift
      rule_definition:
        adjustment: 50
        rule_type: percent_markup
        
- rule_group_id: awsDiscountForwildcardSupport
  provider_code: aws
  start_month: 2024-01
  end_month: 2024-03
  rules:
    - rule_id: awsDiscountForServicesRuleWildcard
      line_item:
        product_name: _starts_with:Amazon
        location_id: us-east-1
      rule_definition:
        adjustment: 25
        rule_type: percent_discount

- rule_group_id: awsMarkupForwildcardSupport
  provider_code: aws
  start_month: 2024-01
  end_month: 2024-03
  rules:
    - rule_id: awsMarkupForwildcardSupportRule
      line_item:
        product_name: _contains:Support
        cost_type: Fee
      rule_definition:
        adjustment: 20
        rule_type: percent_markup

- rule_group_id: awshideSupport
  provider_code: aws
  start_month: 2024-01
  end_month: 2024-03
  rules:
    - rule_id: awshideSupportRule
      line_item:
        product_name: _contains:Support
        cost_type: Fee
      rule_definition:

        rule_type: hide

Price rules for custom line items

You can add custom line items to customer tenant cost data in Price Book for fees, taxes, credits, and other charges not included in standard cloud billing. This gives partners a more complete and accurate view of customer costs directly within the platform, without needing external workarounds.

Below is an example of it

YAML

kind: cloud
book:
  - rule_group_id: discounts
    provider_code: aws
    billing_account_id: "123456789012"
    start_month: "2026-01"
    rules:
      - rule_id: ec2discount
        line_item:
          service_name: "EC2"
        rule_definition:
          rule_type: percent_discount
          adjustment: 10

custom_line_items:
  - rule_group_id: platformfees
    provider_code: aws                       # aws | gcp | azure | oci
    billing_account_id: "123456789012"
    # customer_id: "CUST001"                 # optional customer filter
    # usage_account_id: "111111111111"        # optional usage account filter
    start_month: "2026-01"
    end_month: "2026-12"                     # omit for indefinite/recurring
    rules:
      - rule_id: supportfee
        line_item:
          service_name: "EC2"
          # product_name: "Amazon Elastic Compute Cloud"
          # location_id: "us-east-1"
          # cost_type: "Usage"               # filter on existing row cost_type
          # usage_type: "OnDemand"
          # description: "_contains:instance" # supports _starts_with: and _contains:
        rule_definition:
          adjustment_type: percent           # percent | fixed | tiered_percent | tiered_fixed
          adjustment: 5                      # positive = charge, negative = credit
          output:
            provider_code: "aws"             # required (NOT NULL in cost_daily)
            billing_account_id: "123456789012" # required (NOT NULL in cost_daily)
            provider_currency: "USD"         # required (ISO 4217; needed for rates JOIN)
            # usage_account_id: "custom_line_item" # optional, defaults to "custom_line_item"
            # customer_id: "CUST001"         # optional
            cost_type: "fee"                 # free text, written to cost_daily.cost_type
            product_name: "Platform Support"
            service_name: "Managed Services"
            description: "5% support fee on EC2 usage"
            # usage_type: "Fee"              # optional

      - rule_id: tieredpercentsupport
        line_item: {}                        # empty = match all rows for total cost calculation
        rule_definition:
          adjustment_type: tiered_percent    # tiered bracket lookup (percentage)
          adjustment:                        # tier array for tiered_percent/tiered_fixed
            - from: 0                        # $0 - $100K → 4%
              to: 100000
              value: 4
            - from: 100000                   # $100K - $1M → 3%
              to: 1000000
              value: 3
            - from: 1000000                  # > $1M → 2%
              value: 2                       # no 'to' = unbounded final tier
          output:
            provider_code: "aws"
            billing_account_id: "123456789012"
            provider_currency: "USD"
            cost_type: "fee"
            product_name: "Managed Service Fee"
            service_name: "Support"
            description: "Tiered support fee (percent)"

      - rule_id: tieredfixedsupport
        line_item: {}
        rule_definition:
          adjustment_type: tiered_fixed      # tiered bracket lookup (fixed amount)
          adjustment:
            - from: 0                        # $0 - $100K → $500
              to: 100000
              value: 500
            - from: 100000                   # $100K - $1M → $2000
              to: 1000000
              value: 2000
            - from: 1000000                  # > $1M → $5000
              value: 5000
          output:
            provider_code: "aws"
            billing_account_id: "123456789012"
            provider_currency: "USD"
            cost_type: "fee"
            product_name: "Managed Service Fee"
            service_name: "Support"
            description: "Tiered support fee (fixed)"

      - rule_id: onetimecredit
        line_item: {}
        rule_definition:
          adjustment_type: fixed
          adjustment: -1000                  # negative = credit
          output:
            provider_code: "aws"
            billing_account_id: "123456789012"
            provider_currency: "USD"
            cost_type: "credit"
            product_name: "Promotional Credit"
            service_name: "Credits"
            description: "One-time onboarding credit"

This YAML defines a rule engine for applying discounts, fees, and credits to cloud billing data.
It supports both standard discounts (book) and custom computed charges (custom_line_items).

Field	Type	Required	Description
provider_code	string	Yes	Eg : AWS, GCP
billing_account_id	string	Yes	Eg: 7634568
provider_currency	string	Yes	ISO 4217 currency code (e.g., `"USD"`). .
usage_account_id	string	No	Defaults to `"custom_line_item"`
cost_type	string	No	Free text; written to `cost_daily.cost_type` (e.g., `"fee"`, `"tax"`, `"credit"`, `"surcharge"`)
customer_id	string	No
product_name	string	No
service_name	string	No
description	string	No
usage_type	string	No

1. kind: cloud

Indicates that the configuration applies to cloud billing data (e.g., AWS, Azure, GCP).

2.book — Standard Discounts

The book section defines direct modifications to existing cost line items.

Example Rule: EC2 Discount

Rule ID: ec2discount
Applies to: EC2 service usage
Type: percent_discount
Adjustment: 10

This applies a 10% discount to all EC2 costs.

Key Fields

rule_group_id: Logical grouping of rules
provider_code: Cloud provider (e.g., aws)
billing_account_id: Target billing account
start_month: When the rule becomes active
line_item: Filters (e.g., service_name)
rule_definition:
- rule_type: Type of rule (e.g., percent_discount)
- adjustment: Value of discount

3. custom_line_items — Additional Charges & Credits

This section creates new cost entries (fees, credits, adjustments) derived from existing usage.

3.1 Percentage-Based Fee

Rule: `supportfee`

Applies 5% fee on EC2 usage
Creates a new line item labeled:
- Service: Managed Services
- Product: Platform Support
- Cost Type: fee

3.2 Tiered Percentage Fee

Rule: `tieredpercentsupport`

Applies a progressive percentage fee based on total cost:

Cost Range	Fee %
$0 – $100,000	4%
$100,000 – $1M	3%
> $1M	2%

Behavior:

Cost is split into tiers.
Each tier is charged at its respective percentage.

3.3 Tiered Fixed Fee

Rule: `tieredfixedsupport`

Applies fixed charges based on cost brackets:

Cost Range	Fee
$0 – $100,000	$500
$100,000 – $1M	$2000
> $1M	$5000

Behavior:

Only one tier applies based on total cost.

3.4 One-Time Credit

Rule: `onetimecredit`

Applies a fixed credit of -$1000
Marked as:
- Cost Type: credit
- Service: Credits

4. Rule Matching (line_item)

Defines which cost rows a rule applies to.

Examples:

service_name: "EC2" → Only EC2 usage
{} → Applies to all cost rows
Supports advanced filters:
- _contains:
- _starts_with:

5. Adjustment Types

Type	Description
`percent`	% of matched cost
`fixed`	Flat amount
`tiered_percent`	Progressive % across cost tiers
`tiered_fixed`	Fixed fee based on cost bracket

6. Output Configuration

Each custom rule generates a new cost line item with:

provider_code (required)
billing_account_id (required)
provider_currency (required, ISO format)
cost_type (e.g., fee, credit)
product_name
service_name
description

These values populate the cost reporting table (cost_daily).

Price rules for SaaS

Below is the YAML Example to apply the price rule for SaaS cost and the rule type supported are rule types

percent_discount
percent_markup
hide

Below is the YAML Example for percent_discount

CODE

---
kind: saas
book:
  - rule_group_id: Apply20PercentVAT
    provider_code: databricks
    rules:
      - rule_id: Add5PercentVAT
        line_item: {}
        rule_definition:
          rule_type: percent_markup
          adjustment: 20

This YAML defines a markup rule for SaaS billing data.
It applies a Value Added Tax (VAT) on top of existing costs.

1. kind: saas

Specifies that this configuration applies to SaaS provider billing data
(e.g., Databricks, MongoDB, Snowflake).

2. book — Cost Adjustment Rules

The book section is used to modify existing cost line items directly.

Rule Group: Apply20PercentVAT

Provider: Databricks
Purpose: Apply VAT to all usage costs

Rule: Add5PercentVAT

Note: The rule name suggests 5%, but the actual configuration applies 20%.

Behavior

Applies a 20% markup to all cost line items.
No filters are defined (line_item: {}), so:
- Applies to all services
- Applies to all usage types

3. Rule Definition

Type: percent_markup
Adjustment: 20

This increases the original cost by 20%.

Example

Base Cost	VAT (20%)	Final Cost
$100	$20	$120
$500	$100	$600

Below is the Example for percent_discount

CODE

---
kind: saas
book:
  - rule_group_id: Apply5PercentVAT
    provider_code: snowflake
    rules:
      - rule_id: Add5PercentDiscount
        line_item: {}
        rule_definition:
          rule_type: percent_discount
          adjustment: 5

It reduces the overall cost by a fixed percentage.

1. kind: saas

Indicates that the rule applies to SaaS provider billing data, such as Snowflake.

2. book — Cost Adjustment Rules

The book section is used to directly modify existing billing line items.

Rule Group: Apply5PercentVAT

Provider: Snowflake
Purpose: Apply a percentage-based adjustment to all costs

Note: The group name suggests VAT, but the rule actually applies a discount, not a tax.

Rule: Add5PercentDiscount

Behavior

Applies a 5% discount to all billing line items.
Since line_item is empty ({}):
- Applies to all Snowflake services
- Applies to all usage types

3. Rule Definition

Type: percent_discount
Adjustment: 5

This reduces the original cost by 5%.

Example

Original Cost	Discount (5%)	Final Cost
$100	-$5	$95
$1000	-$50	$950

Below is the Example for hide

CODE

---
kind: saas
book:
  - rule_group_id: Apply5PercentVAT
    provider_code: mongodb
    rules:
      - rule_id: hide
        line_item:
          cost_type:
          - Credit
        rule_definition:
          rule_type: hide

`kind: saas`

Indicates that this configuration applies to SaaS billing data.

2. book — Cost Adjustment Rules

The book section is used to modify or control visibility of existing billing line items.

Rule Group: Apply5PercentVAT

Provider: MongoDB
Purpose: Control visibility of certain cost types

Note: The group name suggests VAT, but this rule is unrelated to tax. It handles data filtering (hiding).

Rule: hide

Behavior

Hides all line items where:
- cost_type = Credit

This means:

Credits will not appear in final cost reports.
Only chargeable costs remain visible.

3. Line Item Filter

CODE

line_item:
  cost_type:
    - Credit

Matches all billing records categorized as Credit.
Can include:
- Promotional credits
- Refunds
- Adjustments

4. Rule Definition

Type: hide

This does not modify cost values.
Instead, it removes matching rows from output datasets.

Steps to Upload Price Book

Price rule for supported rule conditions

Price rule for Using the Comparison operator

Price rules for custom line items

Example Rule: EC2 Discount

Key Fields

Rule: supportfee

Rule: tieredpercentsupport

Rule: tieredfixedsupport

Rule: onetimecredit

Examples:

Price rules for SaaS

Behavior

Example

Behavior

Example

kind: saas

Behavior

Rule: `supportfee`

Rule: `tieredpercentsupport`

Rule: `tieredfixedsupport`

Rule: `onetimecredit`

`kind: saas`