Several Equinix organizations bill their end-users for products and services, and then must generate billing for their end-customers. Consequently, the Equinix Finance Admin role creates a billing account in PDS, and then assigns it to their customer organization(s) ( CustOrg).
Billing accounts are created in the Equinix Permission Data Store ( PDS). After migrating to IAM, billing accounts are then managed resources within the Equinix IAM customer Root Organization. The Finance Admin can create billing account associations with any organization or project owned by the Root Organization. Several organizations and projects with the same parent organization can share the same billing account, or have completely separate billing accounts, based on the end-customer's business needs.
The Billing page is used primarily by the Billing or Finance Admin to assign Billing Accounts to organizations and projects, and can be viewed by all other roles.
This page allows you to search for current billing account details. You can search by Billing account, Status, Country, Currency and the billing account name, including partial name search.
Note: The Billing Account page displays six accounts. Scroll down to see multiple billing accounts.
The Finance Admin can assign billing accounts to organizations and projects in the hierarchy.
To assign Billing Accounts:
Click the Context Selector drop-down, select the Organization, then click Go.
Click the menu ( ), then select Identity and Access Management.
Note: Billing accounts already assigned to your organization or project are displayed.
To assign a new billing account, click Assign Billing Account.
From the list of Available Billing Accounts, select the billing account to assign.
Note: Billing account status includes: Active, Pending activation, and Not Ready.
A confirmation message is displayed.
Note: You must assign a default billing account for every country before you can assign additional billing accounts to that entity.
There are several instances when a user will need more than a single billing account.
Joe Kim manages three Global sales departments for a SaaS Professional Services company where Joe is the Finance Admin. Joe needs to create a project for each department, then assign two regional billing accounts for each entity. The first billing account is the default billing account that uses the region's primary currency, and the second billing account uses a different regional currency.
Joe's billing account assignments might look like this:
The North American sales project has a default billing account in US Dollars (USD), and a Canadian billing account in Canadian dollars (CAD).
The European sales project has a default billing account in Euros (EUR), and a British Isles billing account in British pounds sterling (GBP).
The Asia sales project has a default billing account for China in Yuan (CNY), and an Australasia billing account in Australian dollars (AUD).
With these billing options in place, Joe has increased the company's flexibility and accuracy, and can generate a customer's bill in the correct currency.