Setting One-Time Budgets for Customers

Procedure

1. Access the Customer Management page.

   a) Sign in to Huawei Cloud as a partner.

   b) Click Partner Center in the drop-down list of your account name in the upper right corner.

   c) In the top navigation bar, select Sales > Customers > Customer Management.

2. Locate the target customer and click Set Budget in the Operation column. The Set Budget page is displayed.
   You can search for customers by whether the account is automatically frozen, association type, association time, customer name, customer account, customer ID, account manager name, month-to-date expenditure, resource expiration date, mobile number, budget usage, or customer tag.

   

   You can select multiple customers and click Set Budget above the customer list to achieve batch budget setting. This method will overwrite the original budget of the customer.

3. Set the Budget Type to One-Time Budget, enter the one-time budget value, and select whether to automatically freeze the account upon budget exhaustion.

   Automatic: the system automatically freezes an account upon budget exhaustion.

   • When the customer's budget usage exceeds 75%, 90%, or 100%, Huawei Cloud will send a warning notification to you. You can go to Message Center > SMS & Email Settings > Message Type > Finance > Partner budget to set the recipient.
   • When the customer's budget usage reaches 100%, the system automatically restricts the customer from purchasing monthly, yearly, and reserved instances, and from enabling pay-per-use resources. Some of the provisioned resources may be unavailable, but they still incur fees. To avoid incurring additional charges for those resources, please promptly freeze both the account and the resources. For details, see Freezing Both an Account and Resources.
   • Huawei Cloud is not responsible for any adverse impacts on customer services or any disputes arising from account freezing.
   • After the customer account is restricted, you can increase the customer budget and manually unfreeze the account to clear the alarm.
   • Customer expenditure monitoring is not a real time task. There may be a delay of a few hours.
   • This tool is used only to help you manage customer consumption and does not affect your responsibilities for managing customer consumption.

     

   Manual account freezing: After customers exhaust their budget, you need to manually freeze customer accounts.

   • For details about manual account freezing, see Freezing an Account and Freezing Both an Account and Resources.
   • When the customer's budget usage exceeds 75%, 90%, or 100%, Huawei Cloud will send a warning notification to you. You can go to Message Center > SMS & Email Settings > Message Type > Finance > Partner budget to set the recipient.
   • When the customer's budget usage reaches 100%, the customer cannot purchase yearly/monthly and reserved instances. But, they can still purchase pay-per-use resources, and the provisioned pay-per-use resources still incur fees.
   • Upon receiving an alert, you may take actions such as raising the customer's budget to clear the alert, freezing the customer account to prevent new pay-per-use resources (provisioned pay-per-use resources still incur fees), or freezing both the account and resources so that all provisioned cloud services will be unavailable (no more fees will be incurred).
   • Customer expenditure monitoring is not a real time task. There may be a delay of a few hours.
   • This tool is used only to help you manage customer consumption and does not affect your responsibilities for managing customer consumption.

     

   

   • If a customer account is frozen, the customer cannot purchase resources. If you want to unfreeze the account, select Unfreeze Now and click OK.
   • After a customer is associated with a partner in the resale model, the customer account is frozen by default. When the account is frozen, the customer cannot buy, renew, or change resources. Some of the provisioned resources may be unavailable, but they still incur fees. The partner can select Unfreeze Now when setting a one-time budget for this customer.
   • You can view adjustment records of one-time budgets by clicking Adjustment Records.
   • Click the eye button next to Customer Name to show or hide the complete content of customer name.
   • Having no budget will not prevent the customer from purchasing pay-per-use resources, and the provisioned pay-per-use resources still incur fees. To avoid incurring additional charges for those resources, please promptly freeze both the account and the resources. For details, see Freezing Both an Account and Resources.
   • The budget type can be changed. The new budget type will take effect immediately. After you have changed the budget type from one-time budget to monthly budget for a customer, pay attention to the current estimate (the data is an estimate and may be delayed by about 10 minutes). In this case, the current estimate is equal to the month-to-date expenditure. When you change the budget type from monthly budget to one-time budget for a customer, the accumulated expenditure is calculated only from the month when the budget type is changed.

4. A message is displayed indicating one-time budget setting success.
   

   • Setting a budget is a sensitive operation. You are advised to enable the verification code function to enhance account security. For details about how to enable verification code function, see Managing Basic Information.
   • Automatic account freezing is a high-risk operation. If you select the automatic account freezing policy after the budget is exhausted, you must enter the verification code even if the verification code function is disabled.

5. Click OK.