R9 - Configuring UDR Source Categories

Owned by Persia Xenopoulou (Deactivated)
Last updated: Dec 07, 2015

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.

AVAILABLE FROM CRM.COM R9

Option to copy Source Categories from existing Destination Categories is explained here: Copying UDR categories between Source and Destination Categories

 

Creating, Editing & Deleting Validations & Restrictions

ActionValidationsAdditional Information
General
  • Not Applicable
  • Not Applicable
Create
  • All 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.
  • Not Applicable
Delete

  • UDR source categories 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 or
    • They are included in the list of allowed UDR source categories in one of the available UDR types. 
  • Deleted UDR source categories are still visible on UDRs which were created using those categories.
Save
  • All mandatory fields must be provided
  • Not Applicable

 

Categories attributes 

Name

Description

Name*

The name of the category

Description

The description of the category

Code*

The code of the category

Parent

The parent of the category, unless the category is a root

Categories Tree Structure

ActionIcon
View all categories (Parents and Children)
Close all categories and only view Parents
Parent Category with children
Child Category with no children

Defining your own Categories tailored to your company's needs

  1. Navigate to category of the entity which is found in the Module Configuration section
  2. Click on Expand All to look at the tree structure and all available categories

  3. Creating a new Category

    Follow the steps below In order to add a new Category:

    1. From the Categories summary screen page click on "Add Category"
    2. Add Category modal opens where you can provide the required information
      1. Parent: You can search for existing categories to set as parents to the new category that you are adding
        If you don't add anything then the new category will be added as a Parent
      2. Name
      3. Code
      4. Description
    3. Click on "Save" to close the modal

  4. Modifying a Category

    Follow the steps below In order to modify an existing Category:

    1. Click on "Expand All" to see all the defined categories
    2. Click on the name of the category you would like to update

    3. The Edit Category modal opens, where you can update the category information, change the parent, or remove the parent

    4. When you are done click on "Save" to close the modal
      Categories - Editing Category

  5. Deleting a Category

    Follow the steps below In order to delete an existing Category:

    1. Click on "Expand All" to see all the defined categories
    2. Check the box located at the left hand side of the category you would like to delete

    3. Click on "Remove" found at the top of the tree structure
      Categories - Removing a Category 


 

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