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Overview

Rate groups are used to contain one or more rates. Rate groups are added to rate plans and those rate plans are then attached to packages and other system entities in order to specify the rates that apply to usage (for a complete list of entities that rate plans can be attached to see the rate plans screen help). If you are only rating usage using a few rates or a single rate (for example, data usage may be billed at a singular rate) then your rates may be best organized into a single rate group. If you are rating calls, airtime, messaging or other types of usage with rates that differ by location/carrier then multiple rate groups will be needed.

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Once a rate group has been setup you can associate rates with the group on the Usage Rates configuration screen.

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Adding Rate Groups

The first step in the configuring rating in the system is to define rate groups. Once complete individual rates can then be assigned to their respective rate group. To add groups:

1. Under the heading Usage Rate Groups click on the  icon

2. Under the Add Usage Rate Group heading on the right specify the rate group details.

3. Next you have the option of setting up Conditions which allow rates in a specific rate group to be used if a configured condition is met (e.g. rate data usage at $5.00 per GB when data is used from a specific location). To setup conditions follow the steps below, otherwise click Save to create your rate group without conditions

   1. On the Conditions tab click on the +New button

   2. Specify the Usage Attribute the condition will apply to, for instance 'Originating Identifier'

   3. Specify the Operator, for instance 'Equals', 'Contains', etc.

   4. Specify the Value that the Field and Operator will trigger on, for example a phone number, usage class, etc.

   5. Click the Add button and the new condition will be shown on the Conditions tab. Once you save the rate group the condition will be saved as well

4. When you have completed configuring your new rate group click the Save button in the lower right

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Retiring Rate Groups

1. Under the Usage Rate Groups heading select the rate group you wish to retire

2. In the same panel click on the  icon

3. Specify a Retirement Date for the rate group

4. If you need to create a new rate group with similar settings to replace the group being retired, select the Create New Clone checkbox

5. Click Retire

6. When the group reaches its retirement date it will appear in the list as 'Retired' instead of 'Active'

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Cloning Rate Groups

When cloning a rate group the rates within the group will also be cloned. This permits you to modify rates in the cloned group without affecting rates contained in the original rate group. To clone a rate group follow the steps below.

1. Under the Usage Rate Groups heading select the rate group you wish to clone

2. In the same panel click on the  icon

3. Enter a Name, Display Name and Start Date for the cloned rate group

4. Click the Clone button

5. Modify the rate group further if needed (add time periods, conditions, etc.)

6. Click Save when finished to create the new rate group

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Deleting Rate Groups

1. Under the Usage Rate Groups heading select the rate group you wish to delete

2. In the same panel click on the  icon

3. On the confirmation pop-up select Yes