License Invoice Preparation

Background Info

We buy our licenses from pax8 (previously resello). We sell these to our clients.

This process allows the account-managers to create the client invoices as part of the client-invoice-creation process.

Process Details

• Part of: monthly-project-invoicing-overview
• Owner: sold-license-manager
• Frequency: Monthly
• Trigger: on the first Tuesday of each month
• Inputs:
  • License Report from pax8
• Outputs:
  • license report
  • the pax8 invoice handed over to accounts-payables

Pre-Condition

• pax8 has prepared the Excel sheet with the license allocations

Process

1. Download the license invoice csv from https://app.pax8.com/#/billing?activeTab=Invoices

2. Save it to Teams, Power Partners - Operations - Operations\licenses\pax8\transactions

3. Refresh the semantic model (Semantikmodell) pax dashboard https://app.powerbi.com/groups/398574a7-7872-4f56-9e1d-d6b95db42832/list?experience=power-bi

4. plausibility-check that you can see data for the current period

5. get the invoice from pax8 and hand it over to accounts-payables

Checklist

• The license dashboard contains the data from the current period
• The pax8 invoice is handed over to accounts payables