Difference between revisions of "M4 Rates"

From Kolmisoft Wiki
Jump to navigationJump to search
 
(34 intermediate revisions by 13 users not shown)
Line 6: Line 6:
<br><br>
<br><br>


Click '''RATES()''' to reach list of Rates.<br>
Click '''RATES''' to reach the list of Rates.<br>
Click '''[[M2_Rates#Import_Rates_from_CSV | IMPORT FROM CSV]]''' to import Rates from CSV.<br>
Click '''[[M4_Rates#Import_Rates_from_CSV | IMPORT FROM CSV]]''' to import Rates from CSV.<br>
Click '''[[M2_Rates#Update_Rates | UPDATE RATES]]''' to update Rates.<br>
Click '''[[M4_Rates#Update_Rates | UPDATE RATES]]''' to update Rates.<br>
Click '''DELETE ALL RATES''' to delete all Rates.<br>
Click '''DELETE ALL RATES''' to delete all Rates.<br>
Click '''[[M2_Rates#Rate_Check | RATE CHECK]]''' to compare Rates of all Tariffs.
Click '''[[M4_Rates#Rate_Check | RATE CHECK]]''' to compare the Rates of all Tariffs.
<br><br>
''Note that you can use alphanumeric prefixes in M4.''
<br><br>
<br><br>
==Rate Check==
==Rate Check==


Click '''RATE CHECK''' button and you will reach page:
Click '''RATE CHECK''' button and you will reach page:
<br><br>
[[File:rate_check_empty.png]]
<br><br>
Here you can see a comparison of all Rates of particular Destinations.
<br><br>
<br><br>
[[File:rate_check.png]]
[[File:rate_check.png]]
<br><br>
<br><br>
Here you can see comparison of all Rates of particular Destination Group Destinations which belongs to [[Code Decks |Code Deck]] of Tariff. The lowest Rate in line is marked with green and the highest - with red color.
'''Destination Name''' - requires a minimum of 5 characters.
<br><br>
 
'''Prefix''' - requires a minimum of 2 characters.
 
==Update Rates==
==Update Rates==


Line 26: Line 34:
[[File:update_rates.png|1000px]]
[[File:update_rates.png|1000px]]
<br><br>
<br><br>
Here you can change Rates for All Destination of selected Destination Group at once. Rates will be changed for those Destination Group Destinations which belongs to [[Code Decks |Code Deck]] of this Tariff.
Here you can change Rates for All selected Destinations at once. Need to write all names of Destination to change Rates for that Destination. Also, you can write the first few letters of Destination and % sign to update Rates for groups of Destinations.
<br><br>
<br><br>
==Import Rates from CSV==
==Import Rates from CSV==


Line 35: Line 44:
After clicking the link you're prompted to select and upload the CSV file you want to import.
After clicking the link you're prompted to select and upload the CSV file you want to import.
* Step 1.2 '''Separator selection''':
* Step 1.2 '''Separator selection''':
Once the file is uploaded, you'll be shown a minor part of it's content.
Once the file is uploaded, you'll be shown a minor part of its content.
This step allows you to change the system suggested ''Column Separator'' and the ''Decimal Separator'' if you think that either one of them is not valid.
This step allows you to change the system-suggested ''Column Separator'' and the ''Decimal Separator'' if you think that either one of them is not valid.
* Step 2 '''Import settings and column selection'''
* Step 2 '''Import settings and column selection'''
In this step, you're able to change various settings that will effect your import.
In this step, you're able to change various settings that will affect your import.


'''''Rate Day Type'', ''From-Till''''': Determines which rate types the new rate values will effect, allowing you to import new rates for ''Work Days'' or ''Free Days'' rates.
<br>
<br>
'''''Update Destination Names from file''''': When this option is selected destination name is updated from CSV file during rate import.
'''''Use Destination Names from file'''''- When this option is selected destination name is updated from the CSV file during rate import.
<br>  
<br>  
'''''Update Directions for Destinations based on Country Code:''''': This functionality lets you reassign Destinations to different Directions by Country Codes specified on CSV file. When Update Directions for Destinations based on Country Code: is selected country code field is necessary.  
'''''Delete Rates for Prefixes which are not present in imported file''''': This option allows you to delete existing rates, which will not be updated. (The prefixes that belong to these rates are not a part of the file being imported).
<br>
'''''Warn about Rates greater than''''':
This option is used in Tariff analysis to warn about Rates that are greater than a certain value. This check is disabled by entering 0. '''Note''': The setting does not affect Rate import in any way since it is only used for informational purposes.
'''Column Selection'''
<br>
'''''Ignore Effective from time when updating Rates''''':
When this option is selected only the date part of the Effective from value is matched when updating Rates. The option is useful when the CSV file with rates contains only the date as Effective from.  '''Note''': when there are several rates for the same date and this option is enabled, all the rates for this date will be updated.
<br>
'''''Remove Effective From greater than in CSV''''':
Removes existing rates which have an Effective From date greater than in the CSV file.
<br>
<br>
'''''Recreate Code Deck''''': This option adds an eight step which recreates the current Tariff's code deck with Destination Groups and associated Destinations from the CSV file.
'''''Delete Rates for Prefixes which are not present in imported file''''': This option allows you to delete existing rates, which will not be updated.(The prefixes that belong to these rates are not a part of the file being imported).
<br>
<br>
Here we must assign columns from the CSV file. Prefix and Rate are mandatory fields. All other fields can be empty.


'''Column Selection'''
'''Effective from date''', '''Connection Fee''', '''Increment''' and '''Min. Time''' has its defaults.  
<br>
If you wish, you can enter values manually for them. Manually entered values have the highest priority. If you omit them, then M4 inserts values from the CSV file. If there is no assigned column for these fields, then default values will be added to the database (DB).
Here we must assign columns from the CSV file. Prefix and Rate are mandatory fields. All other fields can be empty. Connection Fee, Increment and Min. Time have their defaults. If you wish, you can enter values manually for them. Manually entered values have the highest priority. If you omit them, then MOR inserts values from the CSV file. If there is no assigned column for these fields, then default values will be added to database (DB).
'''Action''' - If this column has the keyword DELETE, the corresponding rate (prefix) is deleted if already exists in the tariff. If such a rate does not exist in the system it will be ignored (not imported). All other values except DELETE in the Action column are ignored.  
* Step 3 '''Column Confirmation'''
* Step 3 '''Column Confirmation'''
This step allows you to review the settings you've set, and the columns you've assigned, in order to prevent any unintentional user errors.
This step allows you to review the settings you've set and the columns you've assigned, in order to prevent any unintentional user errors.
* Step 4 '''Analysis'''
* Step 4 '''Analysis'''
During this step, the application analizes the CSV file and determines the order of steps that should be taken.
During this step, the application analyzes the CSV file and determines the order of steps that should be taken.
Information to be found in the analysis step:
Information to be found in the analysis step:
'''DB Analysis'''
'''DB Analysis'''
Line 73: Line 90:
''Rates to update''
''Rates to update''
''New rates to create''
''New rates to create''
''Recreate code deck''


* Step 5 '''Creating destinations'''
* Step 5 '''Updating rates'''


M2 creates new destinations here. These destinations are necessary for the rates, which will be added in step 7. This window is just informative, no decisions here:
Here M4 updates rates with the values from CSV files. These rates already exist in DB. Just click Proceed.


M2 creates only Destinations for prefixes which are not yet in M2's DB and determines whether it is possible to find out the Direction (Country) for these new prefixes (Destinations).
* Step 6 '''Creating new rates'''


This may be done in two ways:
During this step, M4 creates new rates for the tariff, which haven't existed in the DB so far.


1. The system checks the available prefixes for the best match and selects found Direction as a basis for the new prefix (Destination).
* Step 7 '''Deleting rates '''


For example: if you try to import the rate for prefix 370630 and this prefix is unknown to MOR, MOR checks the longest matching prefix - 3706 in this case - and finds out that it is Lithuania MOB. So it creates a new Destination with Prefix 370630 in which the Direction will be Lithuania and the subcode MOB (mobile network).
This is the final step. M4 deletes the rates which were not a part of the file being imported. You're all done!
<br><br>


2. If Country code is available in the imported file, MOR assigns this Direction to the newly created Destination.
==Manage Rates ==
Clicking on the Rates menu for a specific tariff in the tariff list ('''Billing -> Tariffs''') will open the page with available rates for that tariff.
<br><br>
[[File:manage_rates_header.png]]
<br><br>
Click '''MANAGE RATES''' button and you will reach page:
<br><br>
[[File:manage_rates.png]]
<br><br>
Here you can search rates either by:
* '''Destination''' - apply case insensitive search over destinations. Mask symbol '''%''' can be used to match any character(s). For example, the search term '''lith%fix%''' will match destinations like 'Lithuania - Fixed' and so on
* '''Prefixes''' - please hover the mouse on the Prefixes field to get an explanation for acceptable formats.


For example: if again you try to import 370630 and it is unknown to MOR, but you have LTU in same CSV line for Country Code field, MOR will create such a Destination with Direction = Lithuania.
If '''Show Only Active Rates''' checkbox is checked, only active rates will be shown in the refined results window.


* Step 6 '''Updating rates'''
Once rates are refined by search pattern(s), changes can be applied to these refined results. It is possible to change the Rate, Connection Fee, Increment, Minimal Time, Effective From, or block rates.  Changes are applied only to refined '''active rates'''. The system will ask for confirmation before applying changes.


Here M2 updates rates with the values from CSV files. These rates already exist in DB. Just click Proceed.
<br><br>


* Step 7 '''Creating new rates'''
==User Rates==


During this step M2 creates new rates for the tariff, which haven't existed in the DB so far.
Users can also view rates in Connection Points by pressing on the Tariff's name. Tariffs shown or Exported on this page, will reflect rates from [[M4_Custom_Tariffs|Custom Tariff]] as well.
<br><br>
[[File:M2_user_connection_points.png]]
<br><br>
After clicking User will be redirected to Rates list
<br><br>
[[File:M2_user_rates_list.png]]


* Step 8 '''Recreating code deck'''
<br><br>
 
=See also=
This step recreates the Code Deck for the given tariff.
The new Code Deck will consist only of Destination Groups given in the CSV file, those Destination Groups will consist of previously existing destinations assigned to them(if these Destination Groups already exist and are assigned to any other Code Deck) as well as new destinations that have been imported with this CSV file.
 
* Step 9 '''Deleting rates '''


This is the final step. M2 deletes the rates which were not a part of the file being imported. You're all done!
* [[M4_Rate_Details | Rate Details]]
* [[Blocked_Rates | How to block rates]]

Latest revision as of 06:47, 26 April 2023

Usage

Go to Billing > Tariffs and here you will see all tariffs list grouped by Buy and Sell Tariffs.

Tariffs list.png

Click RATES to reach the list of Rates.
Click IMPORT FROM CSV to import Rates from CSV.
Click UPDATE RATES to update Rates.
Click DELETE ALL RATES to delete all Rates.
Click RATE CHECK to compare the Rates of all Tariffs.

Note that you can use alphanumeric prefixes in M4.

Rate Check

Click RATE CHECK button and you will reach page:

Rate check empty.png

Here you can see a comparison of all Rates of particular Destinations.

Rate check.png

Destination Name - requires a minimum of 5 characters.

Prefix - requires a minimum of 2 characters.

Update Rates

Click UPDATE RATES and you will reach page:

Update rates.png

Here you can change Rates for All selected Destinations at once. Need to write all names of Destination to change Rates for that Destination. Also, you can write the first few letters of Destination and % sign to update Rates for groups of Destinations.

Import Rates from CSV

You are able to import tariff rates from a CSV file by opening Billing -> Tariffs and clicking on the 'IMPORT FROM CSV' link on any given tariff in the list.

  • Step 1.1 File uploading:

After clicking the link you're prompted to select and upload the CSV file you want to import.

  • Step 1.2 Separator selection:

Once the file is uploaded, you'll be shown a minor part of its content. This step allows you to change the system-suggested Column Separator and the Decimal Separator if you think that either one of them is not valid.

  • Step 2 Import settings and column selection

In this step, you're able to change various settings that will affect your import.


Use Destination Names from file- When this option is selected destination name is updated from the CSV file during rate import.
Delete Rates for Prefixes which are not present in imported file: This option allows you to delete existing rates, which will not be updated. (The prefixes that belong to these rates are not a part of the file being imported).
Warn about Rates greater than: This option is used in Tariff analysis to warn about Rates that are greater than a certain value. This check is disabled by entering 0. Note: The setting does not affect Rate import in any way since it is only used for informational purposes. Column Selection
Ignore Effective from time when updating Rates: When this option is selected only the date part of the Effective from value is matched when updating Rates. The option is useful when the CSV file with rates contains only the date as Effective from. Note: when there are several rates for the same date and this option is enabled, all the rates for this date will be updated.
Remove Effective From greater than in CSV: Removes existing rates which have an Effective From date greater than in the CSV file.

Here we must assign columns from the CSV file. Prefix and Rate are mandatory fields. All other fields can be empty.

Effective from date, Connection Fee, Increment and Min. Time has its defaults. If you wish, you can enter values manually for them. Manually entered values have the highest priority. If you omit them, then M4 inserts values from the CSV file. If there is no assigned column for these fields, then default values will be added to the database (DB). Action - If this column has the keyword DELETE, the corresponding rate (prefix) is deleted if already exists in the tariff. If such a rate does not exist in the system it will be ignored (not imported). All other values except DELETE in the Action column are ignored.

  • Step 3 Column Confirmation

This step allows you to review the settings you've set and the columns you've assigned, in order to prevent any unintentional user errors.

  • Step 4 Analysis

During this step, the application analyzes the CSV file and determines the order of steps that should be taken. Information to be found in the analysis step: DB Analysis Directions in DB Destinations in DB Tariff Rates CSV file analysis File size Total file lines Destinations in CSV file Existing destinations in CSV file New destinations in CSV file bad destinations To do(Steps to be taken) Destinations to create Rates to update New rates to create

  • Step 5 Updating rates

Here M4 updates rates with the values from CSV files. These rates already exist in DB. Just click Proceed.

  • Step 6 Creating new rates

During this step, M4 creates new rates for the tariff, which haven't existed in the DB so far.

  • Step 7 Deleting rates

This is the final step. M4 deletes the rates which were not a part of the file being imported. You're all done!

Manage Rates

Clicking on the Rates menu for a specific tariff in the tariff list (Billing -> Tariffs) will open the page with available rates for that tariff.

Manage rates header.png

Click MANAGE RATES button and you will reach page:

Manage rates.png

Here you can search rates either by:

  • Destination - apply case insensitive search over destinations. Mask symbol % can be used to match any character(s). For example, the search term lith%fix% will match destinations like 'Lithuania - Fixed' and so on
  • Prefixes - please hover the mouse on the Prefixes field to get an explanation for acceptable formats.

If Show Only Active Rates checkbox is checked, only active rates will be shown in the refined results window.

Once rates are refined by search pattern(s), changes can be applied to these refined results. It is possible to change the Rate, Connection Fee, Increment, Minimal Time, Effective From, or block rates. Changes are applied only to refined active rates. The system will ask for confirmation before applying changes.



User Rates

Users can also view rates in Connection Points by pressing on the Tariff's name. Tariffs shown or Exported on this page, will reflect rates from Custom Tariff as well.

M2 user connection points.png

After clicking User will be redirected to Rates list

M2 user rates list.png



See also

Retrieved from "https://wiki.kolmisoft.com/index.php?title=M4_Rates&oldid=28863"