Swap Deals

Section overview

The Swap Deals section has been implemented in the JeraSoft Billing v3.20. 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:

Column	Description
ID	ID of the Swap Deal
Alert	Shows whether the Swap Deal goes as planned. If the current traffic speed is insufficient to close the deal as planned, there will be a warning icon.
Name	Name of the Swap Deal
Status	The deal's status: "pending" (start day is in the future), "in process" (deal is being completed), "archive" (inactive), "success" (after successful completion), "fail" (after failed 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:

General settings

Field	Description
Name	Define the name for the Swap Deal
Status	Specify the Swap Deal status: "active" or "archive"
Currency	Specify the Swap Deal currency
Client	Select the Client for the current Swap Deal. The Client and Account fields are mutually exclusive.
Account	Select the Account for the current Swap Deal

Period settings

Field	Description
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:

General settings

Field	Description
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

Field	Description
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 as: sales profit = inbound sales revenue + outbound sales revenue
Margin	Indicates the Swap Deal efficiency. Counted as: margin = live profit - sales profit

Inbound

Field	Description
Planned	Planned inbound revenue based on Swap Deal volume and price
Live	Current inbound revenue according to the statistics within the Swap Deal
Forecast	Forecasted end date with current speed (concerning inbound traffic)
Progress	Progress bar based on current inbound traffic

Outbound

Field	Description
Planned	Planned outbound revenue based on Swap Deal volume and price
Live	Current outbound revenue according to the statistics within the Swap Deal
Forecast	Forecasted end date with current speed (concerning outbound traffic)
Progress	Progress bar based on current outbound traffic

Items

Column	Description
ID	ID of the item
Direction	Item's direction: for inbound, for outbound
Destination	Dst Code or Code Name
Rate	Indicates the Swap Deal rate (first) and average sales rate (second) for the destination
Volume, min	Shows how much traffic from the planned amount is currently within the Swap Deal (Live Volume | Planned Volume)
Revenue	Shows how much you earned on a specific destination within the Swap Deal from the planned amount (Live Revenue | Planned Revenue)
Sales Revenue	Shows how much you would have earned on a specific destination without a Swap Deal agreement. Counted as: sales revenue = live volume * sales rate
Alert	Shows whether the item's progress goes as planned. If the current traffic speed is insufficient to close the deal as planned, there will be a warning icon.
Run Rate, min	Current speed of filling out the Swap Deal as per this Item (the first is the actual Run Rate, the second is the Required Run Rate)
Progress, %	Item's progress

Edit swap deal tab

To edit the Swap Deal details, there is an Edit Swap Deal tab available. It has the following outlook:

Adding a new item

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

General settings

Field	Description
Direction	Specify the traffic direction: "Inbound" or "Outbound"
Volume	Indicate an expected volume for the swap deal item
Code	Indicate a code of the item. The Code and Code Name fields are mutually exclusive.
Code Name	Indicate a code name of the item

Rating

Field	Description
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).

Swap deals' in-system functioning

Swap Deals work within the billing system using the information on rates and current statistics. There is a separate service in System → System Services section – Swap Deals Manager. This service updates each Swap Deal's statistics maximum once an hour. It monitors the current statistics and updates the Swap Deal information putting a timestamp of the latest changes to the Update Time field in the General section of an Items List tab.

If the Swap Deals Manager detects during its analysis that any item in a swap deal is performing not as expected, it will generate an alert to System → Events Log. Such alerts are sent at a frequency of maximum once in 4 hours. Apart from that, you will see an alert icon in the Swap Deals section of the web interface.

From Events Log, you can configure it so that Swap Deals alerts will be sent to your mailbox upon occurrence. Learn more about how to set this up in the Events Log article.