Docs for all releases
View User Guide 3.26 or visit our current documentation home page.
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:
| |
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:
| |
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 |
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
|
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). |