Swap Deals

In this article

Section overview

The Swap Deals section has been created since version 3.20 of the JeraSoft Billing. Its purpose is to comprise all the bilateral agreements for further monitoring and analysis. The section is presented as a table like the one below:

Screenshot: Swap Deals section

Column Name	Description
ID	ID of the Swap Deal
Alert	This column is showing whether the Swap Deal goes as planned. That is, the forecast completion date is less or equal to planned end date of the deal. If the Forecast Date is greater than an expected end of the deal, there will be a sign to let you know.
Name	Name of the Swap Deal
Status	The deal's status. It can be either one of the following: in process - meaning the Swap Deal is in process of completing archive - inactive Swap Deal success - the result status after the success deal's completion fail - the result status after the failed deal's completion
Period	Period of the Swap Deal
Forecast Date	The forecasted date of the Swap Deal completion with the current speed
Live Profit	The sum of inbound and outbound live revenue
Progress	The progress bar for the Swap Deal, shows the percentage of completion
Client	The Client's name and its Account, with whom the deal was agreed

Functional buttons and icons, presented in the section, are as follows:

Button/Icon	Description
	Allows adding a new Swap Deal to the system
	Allows editing a Swap Deal
	Allows deleting a Swap Deal from the system

Adding a New Swap Deal

To add a new swap deal, click the Add Swap Deal button and define the respective values in a pop-up window:

Screenshot: Adding a New Swap Deal

Field		Description
General	Name	Define the name for the Swap Deal
	Status	Specify the Swap Deal status. There are two options: active *archive*
	Currency	Specify the Swap Deal currency
	Client	Select the Client for the current Swap Deal Note that the Client and Account fields are mutually exclusive.
	Account	Select the Account for the current Swap Deal
Period Settings	Period	Indicate a period in days or months for this Swap Deal
Period Settings	Start Date	Indicate a start date for this Swap Deal

Items List tab

Inside of the Swap Deal entity, there are Items - the agreements on traffic volumes and pricing per destination. The Items are in the Items List tab of the current Swap Deal. This tab looks like this:

Screenshot: Items List tab

Field		Description
General	Client	Displays the Client and its Account, with whom the deal was agreed upon
	Period	Shows the period for the current Swap Deal
	Update Time	Last time the system renewed information for this Swap Deal according to current statistics
	Status	Displays the current Swap Deal status
Profit	Planned	The sum of inbound and outbound planned revenue
	Live	The sum of inbound and outbound live revenue
	Sales	Shows profit according to current statistics and sales rates (counted like live volume sales rate*)
	Margin	Indicates the Swap Deal efficiency (counted like live profit - sales profit)
Inbound	Planned	Planned inbound revenue based on Swap Deal volume and price
	Live	Current inbound revenue according to the statistics within the Swap Deal
	Forecast
	Progress
Outbound	Planned	Planned outbound revenue based on Swap Deal volume and price
	Live	Current outbound revenue according to the statistics within the Swap Deal
	Forecast
	Progress
Items	ID
	Direction
	Destination
	Rate
	Volume
	Revenue
	Sales Revenue
	Alert
	Run Rate
	Progress

Edit Swap Deal tab

Screenshot: Edit Swap Deal tab

Adding a New Item

To add a new item to the swap deal, click the button in the Items List tab and define the respective values in a pop-up window:

Screenshot: Adding a New Item

Field		Description
General	Direction	Specify inbound - *outbound* -
	Volume	Indicate an expected volume for the swap deal item.
	Code	Indicate a code of the item. Note that the Code and Code Name fields are mutually exclusive.
	Code Name	Indicate a code name of the item.
Rating	Rate	Indicate a rate that you agreed upon with your partner.
	Sales Rate	Specify an average rate that would be applied if not for the swap deal.
	Service	Select a service for this swap deal (calls, SMS, data).