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- Rates type - an equivalent to an importing page from earlier versions. While importing, at least 1 sheet must be of Rates type. For this type, the following columns are mandatory:
- Dst Code/Code Name - indicate at least one of them
- Rate
- Effective Date - if you don't indicate this column, the Effective Date, specified in the Code Rules information block, will be applied to imported rates.
- Src Codes type - this type allows a user to perform the import to the code deck attached to the rate table. For this, indicate source codes/code names in the two columns: Src Code and Src Code Name. If selected, both columns must be specified.
- Codes type - this type allows a user to perform the import to the code deck attached to the rate table. For this, indicate destination codes/code names in the two columns: Code and Code Name. If selected, both columns must be specified.
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Starting from JeraSoft Billing v3.18.0, the user has an option to select the Skip this sheet option for the system to ignore the respective sheet during import. More about sheet types configuration here.
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| Field | Description | ||||||||||||
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| If Unchanged | Determines system behavior if it detects rates in the imported file with all the same settings as the ones already present in the Rate Table but Effective Date. Has two options:
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| On Warnings | Manages alerts from the Analysis Settings section. If any, you'll have the option to:
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| On Errors | Determines billing behavior if inconsistency or error was found in the importing file (data inconsistency, incorrect symbols, etc.)
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| Datetime Format | Specify the date format of an 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:
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| Billing Increment | Billing Increment 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 the Billing Increment column:
For example, if the Billing Increment column in your import file is 1, 5, and you selected Min Volume/Intervalvalue in this field, the system will recognize 1 as Minimum Volume and 5 as a Tariffication Interval for a target rate. | ||||||||||||
| Skip dash in codes | Select whether a dash in codes must be skipped or not:
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| Split Src Code Name | This option is used only in case source code names contain an underscore symbol. Choose one of the following:
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| Notificator Code Deck | Specify code decks that will be used for the next rates notification | ||||||||||||
| 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:
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| Code Deck | Dst Code Deck that will be used for an 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 a file, which contains Code Names in addition to Codes). | ||||||||||||
| Src Code Deck | Src Code Deck that will be used for an 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 a file, which contains Code Names in addition to Codes). | ||||||||||||
| AZ Mode | A special mode that determines system behavior regarding active/future rates:
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| AZ codes | Available if AZ Mode is active. Specify the exact code(s) AZ Mode is going to be applied to. By default, the field value is "*" (all codes) | ||||||||||||
| AZ interval | Available if AZ Mode is active. Specify the period for AZ mode to close rates. The selectable options are:
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| AZ close date | Available if AZ Mode is active. The field displays the time and date (with timezone) of rates closure based on the the AZ interval parameters. | ||||||||||||
| Billing Increments Check | Select whether you need billing increments checking during import or not:
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| Deviation Tolerance, (%) | Define the value of how much can an imported rate differ from an existing one in percent. If exceeded, the system will generate an alert for the manager. | ||||||||||||
| Agreements Tolerance, (days) | Define a number of days that the system will take into account while analyzing the new import and the current agreement with the vendor. If the dates of an agreement and the import are closer then the specified amount, the system will generate an alert for the manager. | ||||||||||||
| Changes Threshold, (rates) | Define a number of changed rates that will serve as a threshold for the selected rate table. If exceeded, the system will generate an alert for the manager. | ||||||||||||
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Screenshot: Import History output
| Column | Description | ||||||
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Date | Time and date of import execution | ||||||
User Login | Login of a user who executed the import | ||||||
File | Import file. By clicking on the | ||||||
| Total | Total amount of imported rows | ||||||
| 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 import procedure (success/failed) | ||||||
| When clicked on, deletes respective import data from the system
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The imported rates are divided into the following types: Unchanged, Increased, Decreased, New. By clicking on the respective numbers of rates, you can see filtered rates by type (see screenshot above) in the Rates section.
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