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Learn how you can to configure UDR Source Categories |
What does this section cover?What are UDR Source Categories?
UDR source categories are used to classify the UDR source that initiated the service, into generic groups based on specific similar attributes that they share.
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| colour | Red |
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| title | Available from CRM.COM R9 |
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Option to copy Navigating to UDR Source Categories
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CONFIGURATION > BILLING APPLICATION > BILLING > SET UP UDR SOURCE CATEGORIES |
What are UDR Source Categories?
UDR Source Categories is a module which is used to configure categories used for classifying the UDR Source that initiated the Service, into generic groups with similar attributes.
Creating, Editing & Deleting
- Navigate to UDR Source Categories and explore existing entries via the Summary page. UDR Source Categories follow a hierarchical structure, with 'parent' rows linked to multiple 'children' rows directly beneath them.
- Click on the link (Name or Number) of the entry of your interest to open a modal with the related details. Select an existing Category for the 'parent' to make the specific Category a 'child' or erase the 'parent' name to make the specific Category a 'parent' itself.
- Either SAVE the changes or cancel (X) and go back to the Summary page.
- Create a new Category (ADD) or delete an existing one (REMOVE).
- Use EXPAND ALL to view 'parents' and 'children' and COLLAPSE ALL to only view 'parents'.
Check the Validations & Restrictions Table below for a list of available Actions when working with UDR Source Categories including each Action's related validations, restrictions and additional information. View the Attributes Tables for a comprehensive description of UDR Source Categories fields.
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Validations & Restrictions| Action | Validations | Restrictions | Additional InformationGeneral |
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| Create | - Mandatory Fields must be defined
- Name and Alternative Code must beunique
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All mandatory fields | Edit | - Mandatory Fields must be provided
- Multiple UDR source categories can exists in the system but each one should have a unique name and alternative code.
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| Delete | | - Deleted UDR source categories are still visible on UDRs which were created using those categories.
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| Save | - All mandatory fields must be provided
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Configuring Categories - Global | Configuring Categories - Global- defined
- Name and Alternative Code must beunique
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| Delete | | | - Deleted UDR Source Categories are still visible on the entries which were created using these Categories.
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| Copy to Destination Categories | - There isn't a category with the same Name or Code either as a 'parent' or a 'child' node in the Destination Categories.
| - At least one Category must be selected
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Attributes
An * indicates a field is mandatory.
Name | Description |
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| Name* | The name of the Category |
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| Code* | A code for the Category |
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| Description | A description for the Category |
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Parent | The 'parent' of the Category, unless if the Category is a 'root.' |
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Additional Actions for UDR Source Categories
Copying UDR Source to UDR Destination CategoriesThere are two types of UDR Categories, Source and Destination. Once the first is configured, the user can copy common Categories onto the second.
- Navigate to UDR SOURCE CATEGORIES.
Copying a Parent Node Select the Category to be copied by adding a check in the checkbox on the left of the Category Name
- Expand the list to deselect any 'children' nodes that should not be copied.
(To deselect, click once in the checkbox and ensure that the check has been removed). - Select any other Categories to be copied.
- Click on the Link "COPY TO DESTINATION CATEGORY".
Copying a Child Node - Select the Category to be copied by adding a check in the checkbox on the left of the Category Name.
- Click on the Link "COPY TO DESTINATION CATEGORY."