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The Recommended Option.

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Bill-Transfer Account

An AWS account registered in Partner Central as the partner's billing management account. When activated, channel program benefits and discounts are applied to all invoices delivered to this account. The Bill Transfer (PMA) account receives transferred bills from Bill Source accounts.

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Before starting the process, ensure that:

• You have AWS organization permissions to create IAM roles.
• The account you want to onboard is a payer account (not a linked account)

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Attention: once the billing transfer invitation is approved:

• Effective Date-The billing transfer for this account will take effect starting from the next billing month.
• Historical Data Unavailability- Historical data for this account will no longer be accessible under the new billing transfer or source accounts.

Manual Onboarding Process Flow

Step 0: Onboarding Mode Configuration

• From the Accounts dropdown list, click Add account.
• Click the AWS icon.
• In the Account Mode choose the Billing Transfer.

• In the 'Account Role' choose Billing Transfer Account (PMA)
• Currently, only manual onboarding is supported for bill-transfer account onboarding.

Step 1: Generate CUR - Under Billing Transfer views

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Most of the CUR generation steps are identical to the standard manual AWS onboarding process. The only difference for billing transfer accounts is the Billing View selection.

Before creating the export, you must select the appropriate billing transfer view from the dropdown in the left navigation. All other settings, such as the export type, S3 bucket configuration, path prefix, time granularity, Tags and compression, remain the same as in a regular onboarding.

In AWS, CUR exports are tied to Billing Views. Each Billing View represents a specific perspective of cost data, and when you create a data export, it exports the data corresponding to the currently selected view.

This means that for billing transfer accounts, different views produce different CUR data.

• The "Billing Transfer - My view" exports the actual billing data the Bill Transfer (PMA) account is financially responsible for at actual AWS rates.
• The "Billing Transfer - Showback/Chargeback view" exports the billing data configured through Billing Conductor, reflecting partner-configured rates, markups, and custom pricing. The "Primary View" exports the Bill Transfer account's own organization cost data, separate from any billing transfer views.

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It is important to select the correct Billing View before creating the export, as the generated CUR will only contain data from the view that is active at the time of export creation.

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Each Billing View maintains its own separate set of exports. If you need CUR data from multiple views, for example both the partner view and the showback/chargeback view, you must create a separate export under each view by switching the active Billing View in the left navigation before creating each export.

Create a CUR file and activate tag allocation.

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1. Each Billing View maintains its own separate set of exports. The partner my view export and the showback/chargeback view export are completely independent, they write to their own S3 paths and contain different cost data.
2. You must switch the active Billing View in the left navigation before creating each export, as the Data Exports page always reflects the currently selected view.

1. To create the CUR export, sign in to the AWS Billing and Cost Management console on the Bill Transfer (PMA) account. In the left navigation, make sure the Billing View toggle is enabled (it may be marked as "New").
2. Then select the appropriate view from the Billing Views dropdown. For Umbrella onboarding, this should be "Billing Transfer - My view" to export the partner's actual cost data.
3. Once the correct view is selected, navigate to Cost and Usage Analysis and then Data Exports in the left sidebar.
4. Click Create export and choose "Legacy CUR export" as the export type.
5. Enter an export name , which must be unique, cannot include spaces, and may only contain alphanumeric characters along with ! - _ . * ' ( ).
6. Under Export content, verify that the Billing View section displays the correct view type, for example "Billing Transfer - My view".

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We recommend using UmbrellaCostCUR

7. Define the following in the export details:

• Under the Additional export content choose Include resource IDs.
• Choose hourly time granularity.
• Under Report versioning choose the Overwrite existing report option.
• Make sure that the Compression type is ZIP.

8. Under Data export storage settings choose the option to configure S3 bucket.
9. Click on create a new bucket and name it as you like (we recommend UmbrellaCostCUR).

9. Note the region and click Create Bucket.

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1. Note the region of the bucket as you will have to enter it in the Umbrella Cost platform.
2. The bucket should be dedicated to Umbrella's CUR files (not contain any other CUR files).

10. In the S3 path prefix enter the value: Umbrella.
11. Click on Create Report.

In order to see the Tag values in the CUR follow the below steps:

1. From the left menu click on Cost allocation tags.
2. Select all the tags and click Activate.