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  1. Click on Setup

  2. Locate the Rating and Usage heading and click on UDR Rate Groups

  3. Click the name of the UDR Rate Group you wish to clone

  4. On the page that loads click the Clone button to the right

  5. Enter a Clone Name, and Start Date

  6. Click the Save button

  7. Click the name of your cloned Rate Group on the UDR Rate Groups page

  8. Edit the values as desired (in the sample above "Domestic-Cost" the "Use For Cost" option would be checked)

  9. Click the Save button when finished

Sample UDR Rate Groups

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Adding Conditions to Rate Groups

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  1. Click on Setup

  2. Locate the Rating and Usage heading and click on UDR Rates

  3. Click the Add button in the lower right

  4. The Add UDR Rates page will load, populate the fields as needed (Required fields are in red)

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  • Display Name - the name you would like to appear on the customer’s invoice and reports

  • UDR Rate Group - populated from your UDR Rate Group list, this is the field that connects individual rates to their appropriate rate group (for instance, a 'North American Calling' rate group, or 'International' rate group)

  • UDR Class - this field allows you to classify your rate (i.e. Local, Long Distance, SMS, International, OnNet, etc.)

  • UDR Rate Type - Defines how you would like the value in the Amount field above to be rated. Examples include:

    • Fixed – bill as a fixed amount (i.e. $5.00 for each occurrence)

    • Rated – rate the event based on an amount/duration (i.e. 0.01/s = $0.01 per second)

    • Markup – apply a factor (percentage) to the rate based on your cost. E.g. if you wanted to markup cost by 150% you would select this option and enter an amount of 1.5

    • Rated Markup – applies an Amount/Duration markup value to your cost for this rate

    • Fixed Markup – applies a fixed dollar value markup to your cost

  • Amount - the amount billable for this rate.  For instance if the UDR Class was 'Long Distance' and configured with a UDR Unit Type of 'Time', you could bill $1.00 a minute by entering 1.00/m

  • Minimum Charge - allows you to define a minimum charge that will be applied if the charge calculated for the UDR Rate is less than the minimum charge value. For instance if you set the minimum charge at $1.00 and usage occurs that amounts to $0.50 then $1.00 would be charged because the charged amount did not meet the minimum charge

  • Connection Charge (introduced in EngageIP 8.6.1) - allows you to specify a connection charge that is applied before the minimum charge (if any) is calculated. This value is a flat rate and must be a positive number

  • UDR Location - associates the rate to a specific location in the GeoTree (e.g. a country, state, city, etc.)

  • UDR Location Group - UDR Location Groups allow you to setup custom areas (groups of locations) that a rate can be applied to. See the article GeoTree Configuration for more information

  • Additional - if enabled this UDR rate will become an 'additional rate' that can be billed for the same record. For example, you could bill $5.00 for the initial connection when dialing 911 and then bill $0.05 for each additional minute. For an additional rate to be applied in addition to another UDR rate both rates must belong to the same UDR Class and UDR Location. If the rate has Additional as True, it does not get overridden as the Geotree is traversed, the way normal rates do. Setting the Additional flag means when you have a call further down the tree, add this rate as well.

  • UDR Round - these values are populated from your UDR Rounding Rules list which predefine a Unit Type (i.e. Time, Data, Occurrences, Pages) and associated minimum value and measured increments. For example, you could have a rounding rule called 60/6 which would be configured with a Unit Type of Time, the Minimum would be set to 60s and after sixty seconds the total usage time would be rounded up in six second increments. More information on UDR Rounding Rules can be found below

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