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Back to Usage Detail Records Main Page

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Learn how you can to configure UDR Types

What does this section cover?

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Table of Contents

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Navigating to UDR Types

Info

CONFIGURATION > BILLING APPLICATION > BILLING > SET UP UDR TYPES 

What are UDR Types?

Usage Detail Record Types are used to classify and group UDRs based on their business meaning. Usage Detail Record Types are configurable and optional, as they do not determine any specific business behavior within the system.

Creating, Editing & Deleting

application. Users must select UDR Types when adding new Usage Services to a Subscription using the Add Service Usage Action.  UDR Types can be used to define restrictions, such as mandatory UDR information for each Type. For example, if the UDR Source Category is defined as 'mandatory' on the Type, the user must provide a Source Category defined as 'Allowed' in the Type when ordering the Usage Service.

Note

UDR Types can also be used as conditions for Tiered Rates in Usage Service Catalogs or Additive Discounts.

.

  • Navigate to UDR Types and explore existing entries via the Summary page.  
  • Click on the link (Name or Number) of the entry of your interest to enter the Data Entry page and see more detail. 
  • Use the Actions Menu to create a NEW UDR Type, modify (EDIT) or DELETE  an existing one.  
  • Use the BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the UDR Type.

Check the Validations & Restrictions Table below for a list of available Actions when working with UDR Types, including each Action's related validations and additional information.  View the Attributes Table for a comprehensive description of the UDR Types fields.

UDR Types - Main InformationImage Added

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validations
validations
Validations & Restrictions

Action
Validations
Additional Information
General
  • Not Applicable
  • Not Applicable
Create
  • All mandatory fields Mandatory Fields must be provided
  • Multiple UDR types can exists in the system, but each one should have a unique name and alternative code
  • Not Applicable
Edit
  • All mandatory fields must be provided
  • Not Applicable
Delete
  • UDR types cannot be deleted if they are already used by UDRs which are posted, have billing directive to be billed or to be credited and are not still rated
  • Deleted UDR types are still visible on UDRs which were created using those UDR types
Save
  • All mandatory fields must be provided
  • Not Applicable

UDR Types attributes 

The UDR type

Name

Description

Name*The UDR type name
Alternative code
  • defined
  • Name and Alternative Code must beunique
  • Not applicable
Edit
  • Mandatory Fields must be defined
  • Name and Alternative Code must beunique
  • Not applicable
Delete
  • It is not already used byUDRswhich:
    • have a 'Posted' Life Cycle State
    • have a 'To Be Billed' or 'To Be Credited' Billing Directive
      AND
    • are not yet rated by the Billing Engine
  • Deleted UDR Types are still visible on records which were created using those Types.

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 Attributes

An * indicates a field is mandatory.

Name

Description

Main Information
Name*The UDR Type name
Alternative CodeThe UDR Type alternative code
DescriptionThe UDR type descriptionType Description

Restrictions

:

Defines restrictions which are applied on UDRs of this

type

Type

Mandatory Information

Defines the information that will be mandatory (in addition to the already mandatory information) for UDRs of this type. One check box for each field is available. The following fields can be set as mandatoryType.

Note

This will be validated during the submission of the Add Service Usage Action. If a UDR of this Type is selected, then any information defined as 'mandatory' must also be provided. If any of the following attributes are defined as 'mandatory' (with the exception of  Source and Destination ID), then the 'Allowed' values must be defined in the Allowed Attributes section:

  • From Date
  • To Date
  • Source System
  • Device
  • Usage Method
  • Source
ID
  • Category
  • Destination Category
  • Source
Category
  • ID
  • Destination ID
Destination Category
Formatting

Defines formatting restrictions that are applicable on UDRs of this type. The following formatting restrictions can be applied:Type, for Source and Destination IDs.

  • Source ID Formatting
    • Type: Alphanumeric or Numeric
    • Number of characters
  • Destination ID Formatting
    • Type: Alphanumeric or Numeric
    • Number of characters

Allowed Attributes

:

Defines the

various

attributes that can be used by UDRs of this

type

Type

 

Note

If the attribute has been defined as 'mandatory' in the Restrictions section, at least one record must be defined per attribute Type,

 

Allowed Source Systems

Defines the UDR source systems which are allowed to Source Systems that can be used in UDRs of this type. At least one record should exist if the source system is set as mandatory through the restrictions section.Type.

Allowed Usage Methods

Defines the UDR usage methods which are allowed to Usage Methods that can be used in UDRs of this type. At least one record should exist if the usage method is set as mandatory through the restrictions section.Type.

Allowed Devices

Defines the UDR devices which are allowed to Devices that can be used in UDRs of this type. At least one record should exist if the device is set as mandatory through the restrictions section.Type.

Allowed Source Categories

Defines the UDR source categories which are allowed to Source Categories that can be used in UDRs of this type. At least one record should exist if the source category is set as mandatory through the restrictions section.Type.

Allowed Destination Categories

Defines the UDR destination categories which are allowed to Destination Categories that can be used in UDRs of this type. At least one record should exist if the destination category is set as mandatory through the restrictions section.Type.

Allowed Organisational Units

The The organisational units that  that can use select the specific UDR type.

Defining your own UDR Types tailored to your company's needs

  • Navigate to CONFIGURATION > BILLING APPLICATION > BILLING > SET UP UDR TYPES 
  • Either search for an existing one or from the Top Menu click on NEW 
  • MAIN INFORMATION

    1.  Provide the required information

      1. Name
      2. Alternative Code
      3. Description
        UDR Types - Main InformationImage Removed
  • RESTRICTIONS

    1. Provide the required information:
      1. Mandatory Information: Define the information that should be mandatory by checking the related check boxes.
      2. Formatting: Define formatting restrictions that are applicable on UDRs of this type using the related drop down list.
        1. Source ID Formatting
        2. Destination ID Formatting
      UDR Types - RestrictionsImage Removed
  • ALLOWED ATTRIBUTES

    1. ALLOWED SOURCE SYSTEMS

      1. Click on ADD and select the allowed source systems using the Search Modal
        UDR Types - Allowed Source SystemsImage Removed
    2. ALLOWED USAGE METHODS

      1. Click on ADD and select the allowed usage methods using the Search Modal
        UDR Types - Allowed Usage MethodsImage Removed
    3. ALLOWED DEVICES

      1. Click on ADD and select the allowed devices using the Search Modal
        UDR Types - Allowed DevicesImage Removed
    4. ALLOWED SOURCE CATEGORIES

      1. Click on ADD and select the allowed devices using the Tree Modal
        UDR Types - Allowed Source CategoriesImage Removed
    5. ALLOWED DESTINATION CATEGORIES

      1. Click on ADD and select the allowed devices using the Tree Modal
        UDR Types - Allowed Destination CategoriesImage Removed
  • From the Actions Menu click on SAVE
  • LOG INFORMATION

    Include PageLog Information - GlobalLog Information - Global

    Deleting UDR Types

    Include PageDeleting a record - GlobalDeleting a record - Global

    UDR Type when Adding a Usage Service to a Subscription

    Log Information
    Log DetailsThe standard set of Log Details information available in all entities. 
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