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  1. Click on the Setup tab

  2. Click UDR Buckets

  3. On the UDR Buckets page that loads, click the Add button in the lower right. Populate the fields as needed (see below for field descriptions)

    • Name - a descriptive name for the bucket

    • UDR Unit Type:

      • Time - for buckets that are deducted by duration (e.g. days, hours, minutes, seconds)

      • Data (KB, MB, GB) - for buckets that are deducted by data usage  (KB=1000 Bytes)

      • Data (KiB, MiB, GiB) - for buckets that are deducted by data usage  (KiB=1024 Bytes)

      • Occurrences - for buckets that are deducted per UDR record events (e.g. each time something happens such as sending an SMS)

      • Pages - for buckets that are deducted by events (where billing by time or data are not suitable, for example billing per page for fax on demand service)

    • Start - the date that this bucket will be available for sale (the bucket activation date)

    • UDR Bucket Pool Group - this is an optional field and can be used to further group your UDR Buckets. For example, you can set up a UDR Bucket Pool Group to allow different groups of users to share buckets based on the services they have purchased (Shared Long Distance, Shared Data, etc.)

    • Time Period (Introduced in EngageIP 8.6.1) - allows you to specify a time period when the bucket can be used (deducted from). Outside the time period usage won't be applied to the bucket (usage will either be applicable to another bucket be charged). To configure time periods (Mon-Friday:9am-5pm, etc.) access the Setup tab, click on Time Periods and add or edit periods

  4. Click Save (this will take you back to the UDR Buckets list where you will see your newly created bucket)

    Once the UDR Bucket has been created above, the next step is to add its Details. This is where you will associate any UDR Classes and Locations which are Included or Excluded in this bucket.

    1. Click on the name of the UDR Bucket you would like to add details to from the list
    2. Scroll down to the UDR Buckets Details section and click the Add button
    3. Select the UDR Class which is the type of usage populated from your UDR Classes list (e.g. this might be 'Data' class or whatever describes the usage type, 'local', 'international', etc.)
    4. If the detail is location based as in a VoIP calling scenario, select the Geographic location. If your Geo Tree is configured in a different fashion, (i.e. by IP addresses, Satellites, etc.) select the appropriate location for the list
    5. Each detail is Included by default. If you would like to Exclude this detail item in the UDR Bucket, check the Exclude check box
    6. Click Save to save the current detail or Save/New to continue adding more details to this UDR Bucket

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It is possible using the Quantity Component to add optional services to a package, the optional service can have a bucket added onto it (as detailed in the 'Adding UDR Buckets to Account Services' section above) making the Bucket optional as well. For instructions on how to setup optional services see the article: Quantity / Optional Services Component

Retiring UDR Buckets

Note: even if a UDR Bucket has been retired you will still have the option to edit its current details (UDR Class, UDR Location, Include/Exclude) or add additional details. This functionality is available in case you would like to re-rate a retired UDR Bucket based on your changes

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