JeraSoft Documentation Portal
Docs for all releases
The tab is designed to provide user with a possibility to import rate to VCS by uploading .csv or .xls file. The whole process can be divided in the following steps:
Screenshot: Import tab
First, you need to select a file for import. Additionally, you can specify the following parameters:
Screenshot: Step 1. File Settings
|Import template||Select a target template for rates importing|
Specify here a delimiter symbol. Possible options are:
By default, autodetect option is chosen.
|Auto Confirm||Select whether the system must confirm imported rates automatically or not|
The system will recognize the file and display first 5 rows of the first sheet. To switch from one sheet with rates to another, click on respective tab: Sheet 1, Sheet 2, etc.
Starting from VCS 3.17.0, user has a possibility to specify a type for each sheet of an imported file. Each sheet type has its own list of column. Currently, there are 3 sheet types:
Screenshot: Sheet types
On the second step, you can also save the importing rate table as a template for further usage in importing process. To do so, in the bottom left corner of the tab, specify a template title and press Save Template button.
To open advanced configurations, click on grey downwards arrow icon next to the Step 2: Import Settings. Advanced settings contain the following fields
Screenshot: Step 2. Import Settings
Determines billing behavior if it finds duplicate rate row. Duplicates are checked by Code + Effective Date pair of columns.
Determines billing behavior if an inconsistency or error was found in importing file (data inconsistency, incorrect symbols, etc.)
Specify date format of imported file. Please note, the auto-detection of date and time can be performed with files that contain one of the date and time formats, listed below:
|Custom format||If defined, this format will be used for date parsing instead of Date Format field|
This option allows to make shorter codes of importing code range. For example, code range 4400-4409 will be shortened to 440. Please note, a single code 44001 will not be shortened to 440, it only works for code ranges specified with dash "-".
Billing Incement defines the way events are billed and combines two parameters: minimum volume and tariffication interval or three parameters: minimum volume, tariffication interval and grace volume. Indicate the order of parameters recognition in Billing Increment column:
For example, if Billing Increment column in your import file is 1, 5, and you selected Min Volume / Interval value in this field, system will recognize 1 as Minimum Volume and 5 as a Tarrification Interval for a target rate.
Select whether dash in codes must be skipped or not:
|Split Src Code Name|
This option is used only in case source code names contain underscore symbol. Choose one of the following:
|Update Code Deck|
Select the way you want both Src and Dst code decks to be updated with new/existing code names from current rates file:
|Dst Code Deck||Dst Code Deck that will be used for Update Code Deck option. Select a destination code deck that you want to update with the above-mentioned settings (note that code deck specified settings here will only be available if you are importing file which contains Code Names in addition to Codes)|
|Src Code Deck||Src Code Deck that will be used for Update Code Deck option. Select a source code deck that you want to update with the above-mentioned settings (note that code deck specified settings here will only be available if you are importing file which contains Code Names in addition to Codes)|
|Notificator Code Deck||Specify code decks that will be used for the next rates notification|
A special mode that determines system behavior regarding active/future rates:
|AZ codes||Available if AZ Mode is active. Specify the exact code(s), AZ Mode is going to be applied to. By default, field value is * (all codes)|
|AZ interval (days)|
Available if AZ Mode is active. It consists of two fields where time and date of rates closure are specified:
|AZ close date||Available if AZ Mode is active. Field displays the time and date of rates closure based on the AZ interval (day) parameters|
Code Rules Information Block
For adding a new code rule, click on the plus icon next to information block name.
When you add a rule and set the value in the fields, it will overwrite parameters specified the respective columns of the file. If you leave fields empty, it will take the parameters from the file.
If you a add a rule with * code for a certain service, not specified columns of the imported rates will be filled in with respective field values of this code rule. You can add rules with * code for all services. The list of code rules fields is as follows:
Screenshot: Rates import - Code Rules settings
|Code||Indiacte a destination code. For all codes, use * (asterisk)|
|Service||Select a service for rate|
|Effective Date||Specify a start date of a rate|
|Profile||Indicate time profile that will be used for current rate, for example business time, non-business time, weekends, etc.|
|Min||Minimal time of call that will be tariffed.|
For example, if total call time was 20 seconds and Min is 30, then client will pay for 30 seconds of call
|Int||Tariffication interval. |
This parameter is used, when Min Time time expires.
Additional parameters are stored under downwards arrow icon.
After specifying all additional parameters, press Import button.
Provided a non-critical error(s) occured, you will be displayed a table, where exact sheet, line and error description are specified (see screenshot). In this case, you need to start the whole import procedure from the beginning.
Screenshot: Step 3. Import Errors
In case numerous errors occurred while importing rates, you will be displayed the respective notification:
Screenshot: Error notification
By clicking on Download file, a .csv file with the following columns is downloaded:
|Index number of the sheet, where error occurred|
|Line of the sheet, where error occurred|
|Description of the error that occurred|
Screenshot: .csv file with detailed error data
When the procedure has been executed, you will be forwarded to Rates tab where all imported rates will be displayed. They are divided into the following types: Unchanged, Increased, Decreased, New. By clicking on respective buttons in the top right corner of the tab, you can filter rates by the type (see screenshot).
If Auto-Confirm option is disabled, you need to press Confirm Filtered Rates button (see screenshot) to change rates status from stashed to active.
Screenshot: Confirming Rates
The tab contains information about all executed imports to this rate table. It is presented in a form of table with the following columns:
Screenshot: Import History tab
|Time and date of import execution|
|Login of a user who executed import|
Import file. By clicking on icon, the file will be downloaded
|Total||Total amount of imported rates|
|New||Total amount of rates with New type|
|Increased||Total amount of rates with Increased type|
|Decreased||Total amount of rates with Decreased type|
|Unchanged||Total amount of rates with Unchanged type|
|A-Z Closed||Number of rates, closed by A-Z import|
|A-Z Stashed||Number of rates, stashed by A-Z import|
|Status||Status of imopt procedure (done/failed)|
File that contains description of all errors, occured during import. By clicking on icon, the file will be downloaded
|When clicked on, deletes respective import data from the system|