Rate Notifications

From Kolmisoft Wiki
Jump to navigationJump to search

Introduction

Whenever there are Rate updates or changes in Tariff some sort of communication must be made with Users that are using those Rates. Rate Notifications functionality eases manual tasks by allowing to quickly and automatically create Jobs that informs Users about upcoming (depending on effective from value in the future) Rate prices and also awaits their confirmation whether they agree or disagree with them.

Workflow schema

The workflow can be visualized using the following schema:

RateNotification1.png

Rate Notifications

Rate Notifications is the primary page of the functionality, it displays unique Tariff - User associations to whom Notification can be sent. This page can be found in Menu -> BILLING -> Tariffs -> Rate Notifications

RateNotification2.png

Associated Tariff - User objects are shown only when following conditions are met:

  • Tariff is Sell type;
  • User's Connection Point is assigned Sell Tariff in Origination Point settings;
  • Tariff was modified and does not have any Rate Notification Job created for specific Tariff - User;
  • Tariff was modified and specific Tariff - User Rate Notification was created prior to Tariff modifications.

Creating Rate Notification

In order to create new Rate Notification Jobs, check wanted Tariff - User associations and press Set. All required Notifications can be selected by clicking header checkbox.

RateNotification3.png

After selection, another page will be loaded with options for this specific Notifications. "Selected Tariffs - Users" displays marked associations to whom Notifications will be sent. "Options" has several settings:

  • Email Template: which Template will be used for email. Default "tariff_rate_notification" template is already present in the system and can be modified to fit specific needs. Also new templates can be created, but these templates must have "agree" and "disagree" tags in order to be shown in this dropdown.
  • Rate Notification Type:
    • Delta Only: future Rates only.
    • Full: all future and currently active Rates.
  • Agreement Timeout in days: timeout after which Notification will be automatically marked as disagreed (ignored) if the User did not respond. Timeout adds specified days value to Notification created time.



RateNotification4.png

After pressing the Create button, Jobs will be created and the Rate Notification Jobs page will be loaded.

RateNotification5.png

Rate Notification Jobs

Rate Notification Jobs is the page where the system will automatically gather required Rates data, send emails and awaits for Users' response. This page can be found in Menu -> BILLING -> Tariffs -> Rate Notifications -> Jobs

Jobs have the following states: Assigned After Rate Notification is created a new Job appears as assigned.

RateNotification6.png

Date Generated System checks for all newly assigned Jobs and generates required data in XLSX format, which can be downloaded from the list. The same exact file will be attached to the email.

RateNotification7.png

Email Sent All Jobs that have successfully generated data will send emails to Users with unique agree and disagree links which can be clicked on only once and within specified timeout.

RateNotification8.png

Completed Depending on User actions, Job can be either agreed, disagreed or ignored. List will display specific responses and time it was responded on. Also additional email will be sent to Admin informing Rate Notification Job response status.

RateNotification9.png

Examples

Type: Full, Rate Notification Agreed

User have tariff with some rates:

RateNotification10.png

Admin uploads new rates with some changes on prices and Effective from date in future:

RateNotification11.png

In Billing > Tariffs > Rate Notifications, Admin now can see new entry. Admin selects new entry and clicks “SET”:

RateNotification12.png

Then Admin selects “Full” to display old rates and new rates and click “Create”:

RateNotification13.png

New Rate Notification is created:

RateNotification14.png

User gets email with two links:

RateNotification15.png

and file with rates comparison:

RateNotification16.png

After checking new rates, User clicks on first link in email to agree with new rates:

RateNotification17.png

Now, Admin gets email about new rates being confirmed:

RateNotification18.png

And also sees update status in Rate Notifications Jobs list:

RateNotification19.png

Type: Delta Only, Rate Notification Disagreed

User has tariff with some rates

RateNotification20.png

In Billing > Tariffs > Rate Notifications, Admin can see a rate notification list of his users. Admin selects needed user and clicks “SET”:

RateNotification21.png

Then Admin selects “Delta” to display only new rates and press “Create”:

RateNotification22.png

Tariff Rate Notification Job(s) successfully created.

RateNotification23.png

Then Admin uploads new rates with some changes on prices and Effective from date in future.

After this, user gets email with two links with rates to comparison:

Dear Partner, Please review attached Tariff‘s Rate changes. To confirm upcoming rate changes, please click the link below: http://123.123.123.123/billing/tariff_rate_notification_jobs/agree?id=1128bccbac519a04a4866c785f84f873eec6d5fd If You do not agree with the changes, please click the link below: http://123.123.123.123/billing/tariff_rate_notification_jobs/disagree?id=bcc02d82cf9d919af38bb4e4677685eeb0b382a8 Thank you for cooperation.

RateNotification24.png

For example, User disagrees and presses the second link. He can see notification that Tariff Rate changes successfully disagreed.

After that Admin will receive an email that the client disagreed and will see the same status in Tariff Job.

Tariff Rate Notification ID: 2 was disagreed by the client.

RateNotification25.png

Retrieved from "https://wiki.kolmisoft.com/index.php?title=Rate_Notifications&oldid=25765"