Difference between revisions of "Rate Notifications"

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


= Workflow schema =
= Workflow schema =
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<br><br>
<br><br>
[[File:RateNotification1.png]]
[[File:RateNotification1.png]]
<br><br>
= Rate Notifications Templates =
[[File:RateNotificationTemplate1.png]]
<br><br>
The data is generated into an XLSX file. The system contains a '''Default''' template, which is assigned for all users.
<br><br>
[[File:RateNotificationTemplate2.png]]
<br><br>
It is possible to create a custom template file and use it for customers by clicking '''ADD NEW TEMPLATE''' and filling cells by your needs or uploading an XLSX Template file.
*Note: If a row has a value, the column near it cannot be blank.
<br><br>
[[File:RateNotificationTemplate3.png]]
<br><br>
It is also possible to assign Rate Notification Template for a User in his settings.
<br><br>
[[File:RateNotificationTemplate4.png]]
<br><br>
<br><br>


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<br><br>
<br><br>


Associated Tariff - User objects are shown only when following conditions are met:
Associated Tariff - User objects are shown only when the following conditions are met:
* Tariff is Sell type;
* Tariff is Sell type;
* User's Connection Point is assigned Sell Tariff in Origination Point settings;
* User's Connection Point is assigned Sell Tariff in Origination Point settings;
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[[File:RateNotification3.png]]
[[File:RateNotification3.png]]
<br><br>
<br><br>
After selection, another page will be loaded with options for this specific Notifications.<br>
After selection, another page will be loaded with options for these specific Notifications.<br>
"Selected Tariffs - Users" displays marked associations to whom Notifications will be sent.  
"Selected Tariffs - Users" displays marked associations to whom Notifications will be sent.  
"Options" has several settings:
"Options" has several settings:
* Template - Rate Notification Template.
* 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.  
* 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.  
* Rate Notification Type:  
* Rate Notification Type:  
** Delta Only: future Rates only.  
** Delta Only: future Rates only.  
** Full: all future and currently active Rates.  
** 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.  
* Agreement Timeout in days: timeout after which Notification will be automatically marked as disagreed (ignored) if the User did not respond. A Timeout adds specified days value to Notification created time.
* Filename - Name of the notification file.
* Send Email:
* Send Email:
** Every day: send an email every day until either Agreement link is pressed or Agreement Timeout is reached
** Every day: send an email every day until either Agreement link is pressed or Agreement Timeout is reached
** Once: send email only one time.
** Once: send email only one time.
* Show Destination Group: show Destination Groups in xlsx file.
<br><br>
<br><br>
[[File:RateNotification4.png]]
[[File:RateNotification4.png]]
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'''Date Generated'''<br>
'''Date Generated'''<br>
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.<br>  
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.<br>
Rates will be converted using the default currency. To prevent conversion, setting - "Use Tariff currency in the CSV export" must be enabled.<br>
This setting can be found in Maintenance -> Settings -> Various -> Use Tariff currency in CSV export.<br>  
<br><br>
<br><br>
[[File:RateNotification7.png]]
[[File:RateNotification7.png]]
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'''Email Sent'''<br>
'''Email Sent'''<br>
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.<br>  
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.<br>
'''Email will not be sent if there were no changes in rates!'''
<br><br>
<br><br>
[[File:RateNotification8.png]]
[[File:RateNotification8.png]]
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'''Completed'''<br>
'''Completed'''<br>
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.<br>
Depending on User actions, Job can be either agreed, disagreed, or ignored. The list will display specific responses and time it was responded on. Also an additional email will be sent to Admin informing Rate Notification Job response status.<br>
<br><br>
<br><br>
[[File:RateNotification9.png]]
[[File:RateNotification9.png]]
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Then Admin uploads new rates with some changes on prices and Effective from date in future.
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:
After this, the user gets an email with two links with rates to comparison:


Dear Partner,<br>
Dear Partner,<br>
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[[File:RateNotification24.png]]
[[File:RateNotification24.png]]
<br><br>
<br><br>
For example, User disagrees and presses the second link. He can see notification that Tariff Rate changes successfully disagreed.
For example, the User disagrees and presses the second link. He can see the 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.
After that Admin will receive an email that the client disagreed and will see the same status in Tariff Job.
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<br><br>
<br><br>
[[File:RateNotification25.png]]
[[File:RateNotification25.png]]
When the User disagrees with the provided rates or ignores them, the system creates a Custom Tariff from the tariff assigned to Origination Point.
Custom Tariff includes increased rates, but these rates are blocked and calls will not pass over these destinations.
This Custom Tariff is assigned to Origination Point.
'''Note''':
1. If Origination Point already has Custom Tariff assigned, Custom Tariff from Rate Notification will be applied.
2. If Origination Point has assigned Conditional Tariff and User disagrees with the provided rates or ignores them, Custom Tariff is created, but is not assigned to Origination Point.
<br><br>
<br><br>

Latest revision as of 09:11, 18 May 2022

Introduction

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

Workflow schema

The workflow can be visualized using the following schema:

RateNotification1.png

Rate Notifications Templates

RateNotificationTemplate1.png

The data is generated into an XLSX file. The system contains a Default template, which is assigned for all users.

RateNotificationTemplate2.png

It is possible to create a custom template file and use it for customers by clicking ADD NEW TEMPLATE and filling cells by your needs or uploading an XLSX Template file.

  • Note: If a row has a value, the column near it cannot be blank.



RateNotificationTemplate3.png

It is also possible to assign Rate Notification Template for a User in his settings.

RateNotificationTemplate4.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 the 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 these specific Notifications.
"Selected Tariffs - Users" displays marked associations to whom Notifications will be sent. "Options" has several settings:

  • Template - Rate Notification Template.
  • 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.
  • 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. A Timeout adds specified days value to Notification created time.
  • Filename - Name of the notification file.
  • Send Email:
    • Every day: send an email every day until either Agreement link is pressed or Agreement Timeout is reached
    • Once: send email only one 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.
Rates will be converted using the default currency. To prevent conversion, setting - "Use Tariff currency in the CSV export" must be enabled.
This setting can be found in Maintenance -> Settings -> Various -> Use Tariff currency in CSV export.


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.
Email will not be sent if there were no changes in rates!

RateNotification8.png

Completed
Depending on User actions, Job can be either agreed, disagreed, or ignored. The list will display specific responses and time it was responded on. Also an 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, the user gets an 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, the User disagrees and presses the second link. He can see the 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

When the User disagrees with the provided rates or ignores them, the system creates a Custom Tariff from the tariff assigned to Origination Point.

Custom Tariff includes increased rates, but these rates are blocked and calls will not pass over these destinations.

This Custom Tariff is assigned to Origination Point.

Note:

1. If Origination Point already has Custom Tariff assigned, Custom Tariff from Rate Notification will be applied.

2. If Origination Point has assigned Conditional Tariff and User disagrees with the provided rates or ignores them, Custom Tariff is created, but is not assigned to Origination Point.