Merge pull request #244288 from bandersmsft/direct-ea-azure-usage-charges-invoices

MCM - Update direct-ea-usage-charges-invoice for indirect partners

Author: prmerger-automator[bot]

articles/cost-management-billing/manage/direct-ea-azure-usage-charges-invoices.md

@@ -3,7 +3,7 @@ title: View your Azure usage summary details and download reports for EA enrollm
 description: This article explains how enterprise administrators of direct and indirect Enterprise Agreement (EA) enrollments can view a summary of their usage data, Azure Prepayment consumed, and charges associated with other usage in the Azure portal.
 author: bandersmsft
 ms.author: banders
-ms.date: 04/27/2023
+ms.date: 07/07/2023
 ms.topic: how-to
 ms.service: cost-management-billing
 ms.subservice: enterprise
@@ -12,7 +12,7 @@ ms.reviewer: sapnakeshari
 
 # View your usage summary details and download reports for EA enrollments
 
-This article explains how enterprise administrators of direct and indirect Enterprise Agreement (EA) enrollments can view a summary of their usage data, Azure Prepayment consumed, and charges associated with other usage in the Azure portal. Charges are presented at the summary level across all accounts and subscriptions of the enrollment.
+This article explains how partner administrators of indirect enrollments and enterprise administrators of direct and indirect Enterprise Agreement (EA) enrollments can view a summary of their usage data, Azure Prepayment consumed, and charges associated with other usage in the Azure portal. Charges are presented at the summary level across all accounts and subscriptions of the enrollment.
 
 > [!NOTE]
 > We recommend that both direct and indirect EA Azure customers use Cost Management + Billing in the Azure portal to manage their enrollment and billing instead of using the EA portal. For more information about enrollment management in the Azure portal, see [Get started with EA billing in the Azure portal](ea-direct-portal-get-started.md).
@@ -27,19 +27,30 @@ Check out the [EA admin manage consumption and invoices](https://www.youtube.com
 
 ## Prerequisites
 
-To review and verify the charges on your invoice, you must be an Enterprise Administrator. For more information, see [Understand Azure Enterprise Agreement administrative roles in Azure](understand-ea-roles.md). If you don't know who the Enterprise Administrator is for your organization, create a support request in the Azure portal.
+To review and verify the charges on your invoice, you must be an Enterprise Administrator or partner administrator. For more information, see [Understand Azure Enterprise Agreement administrative roles in Azure](understand-ea-roles.md). If you don't know who the Enterprise Administrator is for your organization, create a support request in the Azure portal.
 
 ## Review usage charges
 
 To view detailed usage for specific accounts, download the usage detail report:
 
+As an enterprise administrator:
+
 1. Sign in to the [Azure portal](https://portal.azure.com).
 1. Search for **Cost Management + Billing** and then select it.
 1. Select **Billing scopes** from the navigation menu and then select the billing account that you want to work with.
 1. In the navigation menu, select **Usage + Charges**.  
     :::image type="content" source="./media/direct-ea-azure-usage-charges-invoices/navigation-usage-charges.png" alt-text="Screenshot showing the Usage + charges page." lightbox="./media/direct-ea-azure-usage-charges-invoices/navigation-usage-charges.png" :::
 1. To view details from previous years, select a **Timespan**.
 
+As a partner administrator:
+
+1.	Sign in to the Azure portal.
+2.	Search for **Cost Management + Billing** and then select it.
+3.	Select **Billing scopes** from the navigation menu and then select the billing account that you want to work with.
+4.	In the left navigation menu, select **Billing profiles** and select the billing profile that you want to work with.
+5.	In the navigation menu, select **Usage + Charges**.
+5. To view details from previous years, select a **Timespan**.
+
 The following table lists the terms and descriptions shown on the Usage + Charges page in the Azure portal. Charges shown in the Azure portal are in USD currency.
 
 | **Term** | **Description** |
@@ -107,7 +118,7 @@ Answer:
 
 ## Download usage charges CSV file
 
-Enterprise administrators use the Download Usage + Charges page to download the following reports as CSV files.
+Enterprise administrators and partner administrators use the Download Usage + Charges page to download the following reports as CSV files.
 
 - **Usage Details** - Depending on your selection, the CSV file provides all charges (usage and purchases) including RI (reservation) purchases. Or, amortized charges (usage and purchases) including reservation purchases.
 - **Marketplace Store Charge** - The Marketplace Store Charge CSV file contains the usage-based Marketplace charges breakdown by day for the specified billing period.
@@ -120,7 +131,7 @@ Enterprise administrators use the Download Usage + Charges page to download the
     :::image type="content" source="./media/direct-ea-azure-usage-charges-invoices/prepare-document.png" alt-text="Screenshot showing the Prepare document page." lightbox="./media/direct-ea-azure-usage-charges-invoices/prepare-document.png" :::
 1. It could take a while for Azure to prepare your download, depending on your monthly usage. When it's ready for download, select **Download csv**.
 
-Enterprise administrators can also view an overall summary of the charges for the selected Timespan at the bottom of the Usage + charges page.
+Enterprise administrators and partner administrators can also view an overall summary of the charges for the selected Timespan at the bottom of the Usage + charges page.
 
 :::image type="content" source="./media/direct-ea-azure-usage-charges-invoices/usage-charges-summary.png" alt-text="Screenshot showing a summary of usage charges." lightbox="./media/direct-ea-azure-usage-charges-invoices/prepare-document.png":::
 
@@ -193,11 +204,11 @@ For more information about invoice documents, see [Direct EA billing invoice doc
 
 ## Update a PO number for an upcoming overage invoice
 
-In the Azure portal, an Enterprise Administrator for a direct EA enrollment can update the purchase order (PO) for the upcoming Azure Overage/Marketplace invoices. The PO number can get updated anytime before the invoice is created during the current billing period.
+In the Azure portal, an Enterprise Administrator for a direct EA enrollment and a partner administrator for an indirect enrollment can update the purchase order (PO) for the upcoming Azure Overage/Marketplace invoices. The PO number can get updated anytime before the invoice is created during the current billing period.
 
 For a new enrollment, the default PO number is the enrollment number.
 
-If you don’t change the PO number, then the same PO number is used for all upcoming invoices.
+If you don’t change the PO number, then the same PO number is used for all upcoming invoices. The PO number doesn't automatically increment. If you want to get new PO number for each month, then update it from Azure portal.
 
 The EA admin receives an invoice notification email after the end of billing period to update PO number. You can update the PO number up to seven days after receiving email notification.
 
@@ -209,29 +220,41 @@ If you want to update the PO number after your invoice is generated, then contac
 Check out the [Manage purchase order number in the Azure portal](https://www.youtube.com/watch?v=26aanfQfjaY) video.
 >[!VIDEO https://www.youtube.com/embed/26aanfQfjaY]
 
-To update the PO number for a billing account:
+The EA admin can update the PO number for a billing account:
 
-1. Sign in to the  [Azure portal](https://portal.azure.com).
-1. Search for  **Cost Management + Billing** and then select  **Billing scopes**.
-1. Select your billing scope, and then in the left menu under  **Settings**, select  **Properties**.
-1. Select  **Update PO number**.
-1. Enter a PO number and then select  **Update**.
+1. Sign in to the [Azure portal](https://portal.azure.com).
+1. Search for **Cost Management + Billing** and then select **Billing scopes**.
+1. Select your billing scope, and then in the left menu under **Settings**, select **Properties**.
+1. Select **Update PO number**.
+1. Enter a PO number and then select **Update**.
 
-Or you can update the PO number in the Invoice area for the upcoming invoice:
+Or the EA admin can update the PO number in the Invoice area for the upcoming invoice:
 
 1. Sign in to the  [Azure portal](https://portal.azure.com).
-1. Search for  **Cost Management + Billing** and then select  **Billing scopes**.
-1. Select your billing scope, then in the left menu under  **Billing**, select  **Invoices**.
-1. Select  **Update PO number**.
-1. Enter a PO number and then select  **Update**.
+1. Search for **Cost Management + Billing** and then select **Billing scopes**.
+1. Select your billing scope, then in the left menu under **Billing**, select **Invoices**.
+1. Select **Update PO number**.
+1. Enter a PO number and then select **Update**.
+
+As a partner admin, you can update the PO number for a billing account:
+
+1.	Sign in to the Azure portal.
+2.	Search for **Cost Management + Billing** and then select it
+3.	Select **Billing scopes** from the navigation menu and then select the billing account that you want to work with.
+4.	In the left navigation menu, select **Billing profiles** and select the billing profile that you want to work with.
+5.	In the left navigation menu, select **Properties**.
+6.	Next to **PO number**, select **Edit**.
+7.	Enter a PO number and then select **Update**.
+
 
 ## Review credit charges
 
-The information in this section describes how you can view the starting balance, ending balance, and credit adjustments for your Azure Prepayment (previously called monetary commitment).
+The information in this section describes how an EA administrator or partner administrator can view the starting balance, ending balance, and credit adjustments for your Azure Prepayment (previously called monetary commitment).
 
 1. Sign in to the [Azure portal](https://portal.azure.com).
 1. Search for **Cost Management + Billing** and select it.
-1. Select **Billing scopes** from the navigation menu and then select the billing account that you want to work with.
+1. For EA administrators, select **Billing scopes** from the navigation menu and then select the billing account that you want to work with.
+1. For partner administrators, select **Billing scopes** from the navigation menu and then select the billing account that you want to work with. Navigate to **Billing profile** and select the billing profile that you want to work with.
 1. In the navigation menu, select **Credits + Commitments**.
 1. The Credits tab shows a breakdown of your credits and a graph showing your balance over time.  
     :::image type="content" source="./media/direct-ea-azure-usage-charges-invoices/credits-tab.png" alt-text="Screenshot showing the Credits tab." lightbox="./media/direct-ea-azure-usage-charges-invoices/credits-tab.png" :::
@@ -293,6 +316,7 @@ You can view all the reservations placed for an Enterprise Agreement in the Azur
 1. Sign in to the [Azure portal](https://portal.azure.com).
 1. Search for **Cost Management + Billing** and select it.
 1. Select **Billing scopes** from the navigation menu and then select the billing account that you want to work with.
+1. For a partner administrator, after you select a billing account, select the billing profile that you want to work with.
 1. In the navigation menu, select **Reservation transactions**. Prices shown in the following image are examples.  
     :::image type="content" source="./media/direct-ea-azure-usage-charges-invoices/reservation-transactions.png" alt-text="Screenshot showing the Reservation transactions page." lightbox="./media/direct-ea-azure-usage-charges-invoices/reservation-transactions.png" :::