What does this section cover?

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 Validations & Restrictions

UDR Types attributes 

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

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

3. MAIN INFORMATION

   1.  Provide the required information

      1. Name
      2. Alternative Code
      3. Description
         

4. RESTRICTIONS

   1. Provide the required information:
      1. Mandatory Information: Define the information that should be mandatory (in addition to the already mandatory information) for UDRs of this type.
      2. Formatting: Define formatting restrictions that are applicable on UDRs of this type.
         1. Source ID Formatting
         2. Destination ID Formatting
      

5. ALLOWED ATTRIBUTES

   1. ALLOWED SOURCE SYSTEMS

      1. Click on ADD and select the allowed source systems using the Search Modal
         

   2. ALLOWED USAGE METHODS

      1. Click on ADD and select the allowed usage methods using the Search Modal
         

   3. ALLOWED DEVICES

      1. Click on ADD and select the allowed devices using the Search Modal
         

   4. ALLOWED SOURCE CATEGORIES

      1. Click on ADD and select the allowed devices using the Tree Modal
         

   5. ALLOWED DESTINATION CATEGORIES

      1. Click on ADD and select the allowed devices using the Tree Modal
         
6. From the Actions Menu click on SAVE

7. LOG INFORMATION

   Log information section keeps all the logging information related to the specific record

   • Basic set of information available in all entities
     • Created By User: The user that created the entity
     • Created By Unit: The unit of the user that created the entity
     • Updated By User: The user that last updated the entity
     • Updated by Unit: The unit of the user that last updated the entity
     • Date Created: The date the account was entity
     • Date Updated: The date the account was last entity
       

Deleting UDR Types

1. Search for the entity that you would like to delete
   Visit  Using Summary Pages   to find out how you can search using CRM.COM Summary Screens
2. Click on the link of the record you would like to delete, to be transferred to the Data Entry page
3. From the actions menu click on "DELETE"
    The entity will be deleted given that the validations are satisfied