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Navigating to UDR Source Categories

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.

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

Copying Source Categories from existing Destination Categories is explained here.

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.

Validations & Restrictions

Action	Validations	Restrictions	Additional Information
Create	Mandatory Fields must be defined Name and Alternative Code must beunique	Not applicable	Not applicable
Edit	Mandatory Fields must be defined Name and Alternative Code must beunique	Not applicable	Not applicable
Delete	Cannot delete a Category if: It is the 'parent' node 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	Not applicable	Deleted UDR Source Categories are still visible on the entries which were created using these Categories.
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	Not Applicable

Attributes

An * indicates a field is mandatory.

Name	Description
Name*	The name of the Category
Code*	A code for the Category
Description	A description for the Category
Parent	The 'parent' of the Category, unless if the Category is a 'root.'

Additional Actions for UDR Source Categories

Copying UDR Source to UDR Destination Categories

There 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."

Related Areas

Page:

Managing Usage Detail Records
Page:

Understanding Usage Detail Records
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Configuring UDR Source Categories
Page:

Configuring UDR Usage Methods
Page:

Configuring UDR Destination Categories
Page:

Configuring UDR Devices
Page:

Configuring UDR Types
Page:

Configuring UDR Source Systems

Helpful Links

Page:

CRM.COM Quickstart Manual
Page:

Working with Summary Pages - R18
Page:

Working with Summary Pages
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Working with Summary Pages - R15
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Extracting a Printout from a Data Entry page