How Do I Manage Monthly Reporting

As a user with the Operations role assigned, you use the Omnissa Commerce Portal to view, submit, and raise adjustment requests on your monthly billing orders (MBOs).

In the Monthly Reporting menu, you can view all MBOs, and raise adjustment requests on closed MBOs. Reports pending your action and submission are located in your inbox.

How do I view my monthly billing orders

You view your monthly billing orders (MBOs) in the Monthly Reporting menu.

Verify that you are logged in with an account that has the Operations role assigned.

1. On the Commerce Portal toolbar, click Monthly Reporting.

2. Filter displayed MBOs using the filter buttons located inside the Monthly Billing Orders table's column headers.

3. To download your MBO information as a CSV file, click Download above the Monthly Billing Orders table.

   If you applied filtering to the table, the CSV file contains only the filtered results.

4. To get more details about a specific MBO, click its MBO number.

   You are redirected to the details page of that MBO where you see a summary of the reported usage.

5. If an MBO is pending your action, click SUBMIT MBO to view the report in your task inbox.

For MBOs of MSP contracts, you can see a breakdown of the report sorted by end user or product, in the Details section of the report. To sort by a different category, expand the Group by drop-down menu and select one.

You can also apply filtering to the displayed usage data by selecting a general filter from the Filter by drop-down menu or selecting separate filters in the column headers of the tables.

In the Usage tab, you can view all reported usage entries, both manual and automatically reported.

The History tab displays the history of actions performed on this MBO by users and the Commerce Portal system.

The following table lists all MBO status descriptions.

How do I submit my monthly billing orders

You submit your pending monthly billing order (MBO) reports from your inbox. For MBOs of MSP product families, you review the reported usage, provide your purchase order number, and submit the report.

Verify that you are logged in with an account that has the Operations role assigned.

1. Click the inbox button next to your user name, scroll down the drop-down menu, and click View all tasks.

2. On the left side of the menu, select the MBO report you want to submit.

3. Enter the purchase order number of the report.

4. Complete the report or review the reported data.

   • For MBOs of MSP, add or edit usage data.
     • To add new data
       1. Click MANAGE USAGE.
       2. Click ADD.
       3. For Rental MBOs, if sites are set up for the contract of the MBO, enter a site.
       4. Enter a product SKU and units to report.
       5. To add usage data for another product, click ADD.
       6. Once done, click OK.
       7. Click VIEW MBO.
     • To edit existing data
       1. Click MANAGE USAGE.
       2. Edit the reported units.
       3. Click OK.
       4. Click VIEW MBO.
     • Review the reported usage and make adjustments if necessary.
   • For MBOs of MSP product families, review the reported usage.
     • If you are submitting an MSP MBO, you can view a breakdown of the report sorted by end user or product.
     • To sort by a different category, expand the Group by drop-down menu and select a new one.
     • You can also apply filtering to the usage data by applying a general filter from the Filter by drop-down menu or applying separate filters in the column headers of the tables.
     • Note: If you are reporting an MBO that belongs to a Managed Services Provider (MSP) contract, Omnissa prepopulates your MBO with the usage accrued for the usage period. You are unable to modify the usage reported against such contracts. If you have any questions about the reported usage, open a support request from the Support menu.

5. In the Comments section, enter a comment for your Aggregator to consider. If you are reporting zero usage or you modified the automatically reported usage, inserting a comment is required.

6. To save your inputs without submitting the report, click Save.

7. To submit the report, click Submit.

The MBO report is submitted successfully and you receive a notification confirming the submission.