Home > Cloud Cruiser 3 > Administering > Managing resources > Creating resources

Creating resources

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To create a resource, perform the following procedure:

  1. Go to Billing > Services .
  2. In the Resources list, right-click a resource group and select Create new resource to open the Create new resource pane.
    Alternatively, you can click the Create new resource icon at the bottom of the Resources list.
  3. Specify the resource details in the pop-up window.

    Field

    Description

    Resource

    Specifies the unique name of the resource.

    Type

    Specifies a resource type of Standard (the default), Bundle , Discount / Surcharge , or Passthrough.

    Passthrough resources have their rates defined within the source system. Cloud Cruiser does not maintain the rate value. The collection data contains the rates in the CC Record file.

    Description

    Specifies a description for the resource.

    Units

    Specifies the unit value (KB, seconds, cycles, etc.) for the resource.

  4. Click OK.
    This opens or refreshes the resource panel where you can modify and configure the new resource.
  5. Specify any additional configuration items.

    Field

    Description

    Active

    Specifies that the resource is active. If deselected, the resource is inactive and will no longer be billed.

    To reveal an inactive resource, click Show Inactive at the bottom left of the Resources list.

    Allocated

    Specifies that the resource will charge based on quantity and duration. If deselected, the resource will charge based on quantity consumed.

    Allocation based charges require a time component that you can set in the Rate panel’s Charge Interval field.

    Hidden

    Specifies that the resource will be applied, but will not show up on any system-wide reports.

    COGS

    Specifies the resource as a Cost of Goods Sold (COGS) input. This is only visible if you enabled this option type. To do this, go to Administration > Configuration > Billing and select the Enable COGS option.

    After enabling COGS, the resource list has a COGS menu above it. You can use this to filter the resources displayed to COGS or Price (the default).

    Decimal Positions

    Specifies the number of decimal positions to retain for Rate and Units (resource units) in the report columns.

    Alternative Code

    (optional) Area for alternative code. This is used when processing CC Record data.

    Comments

    Provides an area for notes and more detail for the resource.

    User Data 1, 2

    Optional values that is not used by Cloud Cruiser. These can be used by custom versions of reports for sorting and grouping in reports.

  6. Click Rates to open the panel to set the resource rates (see Setting resource rates).
  7. Click OK.

To move a resource to another resource group, you can drag and drop it in another folder in the list.

To delete a resource, select the item in the Resources list and click the Delete Resource icon at the bottom of the list.

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