Back to Usage Detail Records Main Page
| Excerpt | ||
|---|---|---|
| ||
Learn to work with UDRs |
| Panel | ||||
|---|---|---|---|---|
| ||||
Table of Contents
|
Navigating to UDRs
| Info |
|---|
BILLING > BILLING > MANAGE USAGE DETAIL RECORDS |
Using UDRs
Usage Details Records are used to hold information about orders made for Usage Services. They are created by the System when the user executes the Add Service Usage Subscription Action. Through the UDR Data Entry page the user can make updates to UDRs, whether already billed or not, to correct data registered by mistake in the System.
- Navigate to UDRs and explore existing entries via the Summary page.
- Click on the link (name or number) of the record of your interest to enter the Data Entry page and see more detail.
- Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to theUDRs.
- Click on ACTIONS to discover other possibilities available for UDRs.
View the Attributes Table below for a comprehensive description of UDRs fields. Check the Validations & Restrictions Table for a list of available Actions when working with UDRs including each Action's related restrictions, validations, additional information and a description of its system process.
| Anchor | ||||
|---|---|---|---|---|
|
| Action | Validations | Restrictions | Additional Information | System Processing |
|---|---|---|---|---|
| Edit |
|
|
|
|
| Delete |
|
|
|
|
| Adjust |
|
| All information can be modified in Usage Detail Records except the following:
|
|
| Cancel |
|
|
|
|
| Setting UDR to 'Not To Be Billed' |
|
|
|
|
| Setting UDR to 'To Be Billed' |
|
|
|
|
| Setting UDR to 'To Be Credited' |
|
|
|
|
| Anchor | ||||
|---|---|---|---|---|
|
Name | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Main Information | |||||||||
| Number | An auto-generated number which uniquely identifies each UDR. | ||||||||
| Type | The type of the UDR. | ||||||||
| Life Cycle State | The Life Cycle State of the UDR which can be either:
| ||||||||
| Accounts Receivable | The Accounts Receivable associated with the Subscription that placed the order. | ||||||||
| Subscription No. | The Subscription on which the 'Add Usage Service' Action was executed and for which the Usage Service was ordered. | ||||||||
| Subscription Service | The necessary Termed Subscription Service, used as a base Service, to order a Usage Service. | ||||||||
| Usage Service Catalog | The Catalog the Usage Service belongs to. | ||||||||
| Usage Service* | The Usage Service that was ordered via the 'Add Service Usage' Action. | ||||||||
| Usage Amount* | The total usage amount if the UDR. | ||||||||
| From Date | The date and time that the Service Usage began. | ||||||||
| To Date | The date and time that the Service usage ended. | ||||||||
| Source System | The system that generated the UDR. | ||||||||
| Device | The device that used the Service. | ||||||||
| Usage Method | The method that was applied to use the Service (e.g. rental or download). | ||||||||
| Source ID | The ID of the source that initiated the Service (e.g. the phone number that initiated a call). | ||||||||
| Source Category | The category of the source that initiated the Service. | ||||||||
| Destination ID | The ID of the destination that received the Service (e.g. the phone number that received a call). | ||||||||
| Destination Category | The category of the destination that received the Service. | ||||||||
| Added on | The date on which the Usage Service was added to the Subscription. | ||||||||
| Added By Subscription Actions | The Subscription Action that triggered the UDR. | ||||||||
| Scheduled to Be Executed on | The date on which the Add Service Usage Action is scheduled to be executed. | ||||||||
| Executed on | The date on which the Add Service Usage Action is executed. | ||||||||
| Billing Information | |||||||||
| Billing Directive* | The UDR Billing Directive provides guidelines to the Billing Engine regarding the handling of the UDR and can have one of the following values:
| ||||||||
| Billing Effective Date* | The UDR Billing Effective Date which indicates the date on which UDR will be considered by the Billing Run. | ||||||||
Rating State
| It indicates whether or not the Usage Detail Record was rated by the Billing Engine. The available rating states are:
| ||||||||
Rating Type
| The Rating Type of the UDR which is set automatically while submitting a UDR, based on how the UDR Product was defined in the related Usage Service Catalog.Catalogs
| ||||||||
Total Amount
| The Total Amount that the UDR is rated for.
| ||||||||
VAT Amount
| The VAT Amount applied on the UDR.
| ||||||||
Discount Amount
| The Discount Amount applied on the UDR.
| ||||||||
Rating Date
| The date that the UDR was rated.
| ||||||||
| Log Information | |||||||||
| Log Details | The standard set of Log Details information available in all entities. | ||||||||
| Anchor | ||||
|---|---|---|---|---|
|
Adjusting UDRs
This process is used to modify specific attributes and correct UDRs, whether already billed or not.
- Navigate to Usage Detail Records
- Search for the UDR to adjust and click on its Number to go to the Data Entry page.
- From the Actions Menu click on ACTIONS > ADJUST.
- Modify the information in the modal window:
- Product: Indicate the actual Usage Service that was used.
- Usage Amount: Indicate the UDR total usage amount.
- Source: Indicate the system that generated the UDR. The source systems are filtered based on the selected UDR Type.
- Type: Indicate the type of the UDR.
- Billing Effective Date: Indicate the UDR Billing Effective Date.
- From Date: Indicate the date and time that the Service Usage began.
- To Date: Indicate the date and time that the Service Usage ended.
- Click on SAVE on the Modal.
Cancelling UDRs
This process is used to cancel a UDR, whether already billed or not, by setting its state to 'Cancelled'.
- Navigate to Usage Detail Records.
- Search for the UDR to cancel and click on its Number to go to the Data Entry page.
- From the Actions Menu click on ACTIONS > CANCEL.
Changing the Billing Directive of a UDR
It is possible to modify the Billing Directive of a UDR, whether already billed or not, to reverse an Action, such as crediting an already billed UDR or excluding the UDR from billing.
- An existing UDR's Billing Directive can be set to 'Not To Be Billed', 'To Be Billed' or 'To Be Credited'.
There are three Actions available, one for each Billing Directive. Follow the steps below to update to the required Billing Directive.
- Navigate to Usage Detail Records.
- Search for the UDR whose Billing Directive should be updated, and click on its Number to go to the Data Entry page.
- From the Actions Menu click on ACTIONS and select between:
- SET AS BILLABLE
- SET AS CREDITABLE
- SET AS NOT TO BE BILLED
| Note |
|---|
View Understanding Usage Service Catalogs for business examples related to creating UDRs. |
| Panel | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||
Related Areas
|
| Panel | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||
Helpful Links
|