Account Management/Customer Screen/Service Subscriptions/Rate Override - Revision history

Dcowan: added mediated tariff gotcha to rate override doco

2017-10-27T05:15:27Z

added mediated tariff gotcha to rate override doco

Dcowan: added link to rate card adding

2017-01-12T04:23:12Z

added link to rate card adding

Scarpenter: /* Overview */

2017-01-09T23:43:30Z

‎Overview

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2017-01-09T23:25:45Z

‎See Also

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2017-01-09T23:25:33Z

‎See Also

Scarpenter: /* Add a Rate Override */

2017-01-09T23:24:16Z

‎Add a Rate Override

Scarpenter: /* Step Through the Tariff Hierarchy */

2017-01-09T05:31:53Z

‎Step Through the Tariff Hierarchy

Scarpenter: Created page with "{{DISPLAYTITLE:Applying a Rate Override}} = Overview = This page provides a way for users to override an rate in a rate card for a telephony service. The price entered a rate..."

2017-01-04T07:22:09Z

Created page with "{{DISPLAYTITLE:Applying a Rate Override}} = Overview = This page provides a way for users to override an rate in a rate card for a telephony service. The price entered a rate..."

New page

{{DISPLAYTITLE:Applying a Rate Override}}
= Overview =
This page provides a way for users to override an rate in a rate card for a telephony service. The price entered a rate here will only apply to the service subscription in question. To override rates in a ''Product Rate Card'' users need to go to the Product Rate Override sub tab.

A service subscription is - in business terms - a single subscription to a service plan that belongs to a customer. Service Plans that customers subscribe to can be telephony-based, data-based or something else entirely. In the case of a subscription to a telephony-based service plan, prices for individual tariffs are set in the rate card. This feature provides a way for users to override the sell price of a particular tariff for this customer's subscription.

For more background and understanding of service plans and rate cards, see the links at the bottom of this article.

To access this screen users have one of two pathways:

Nav: '''Customer > List'''

# Click on the ID of a customer to open the customer record.
# Click the '''Service Subscription''' tab to open the customer's service subscription.
# Click on the '''Rate Overrides''' tab.

Alternatively, users can:

Nav: '''Services > List All'''

# Click on the '''Service ID''' or '''Service Subscription ID''' link to open the customer's service subscription.
# Click on the '''Rate Overrides''' tab.

[[File: Service-subscription-rate-override.png|1200px|The Rate Overrides tab of a service subscription]]

The procedure for adding a rate override is the same as adding a new rate to a rate card, only you're applying the rate to only this service subscription.

== Add a Rate Override ==
To add a rate override, start by selecting the tariff. There are two ways to search.

=== Step Through the Tariff Hierarchy ===

From the '''Select Tariff''' drop down list, choose a tariff or tariff group from the list. Users will see an '''<< Add Tariff'' button appear to the right once a selection has been made. If there are more groups and tariffs under the selection, another drop down list will appear containing the tariff groups/tariffs under the group that was selected.

Users can keep stepping down through the tariff groups / tariff hierarchy until they find the tariff group or tariff they are searching for.

At each step in the search, users will see the '''<< Add Tariff'' button appear to the right once a selection is made.

When the last step in the hierarchy is reached, no more drop down lists will appear to the right of the button.

Click the '''<< Add Tariff'' button when you have found the rate that will be overridden.

=== Search by Tariff ID ===

If you know the tariff ID of the rate you want to override, enter it into the ''Tariff ID'' field and press '''Search'''.

=See Also=
* [[Account_Management/Customer_Screen/Service_Subscriptions|The Service Subscription tab]]
* [[ServicePlans/ServicePlans|Service Plans]]
* [[ServicePlans/RateCard|Rate Cards]]

← Older revision		Revision as of 05:15, 27 October 2017
Line 35:		Line 35:

	How to add a rate override is exactly the same process as [[ServicePlans/RateCard/Creating_Rate_Cards#Adding_a_Rate_to_a_Rate_Card\|adding a rate in a rate card]]. If you need to know more about how to add rates, see the links at the bottom.		How to add a rate override is exactly the same process as [[ServicePlans/RateCard/Creating_Rate_Cards#Adding_a_Rate_to_a_Rate_Card\|adding a rate in a rate card]]. If you need to know more about how to add rates, see the links at the bottom.
		+
		+	== Mediated Tariff ==
		+	Rate Overrides must be applied to the '''Mediated''' Tariff to work correctly. This is slightly different in operation to a regular rate card.
		+
		+	When we identify calls against a tariff via the carrier's tariff key, we call this the mediated tariff. If you have a rate set against this mediated tariff, the system will rate accordingly. If no rate is found against this tariff, it will loop up the tree until it hits a rate. It's this parent tariff that we would then call the '''Rated''' Tariff.
		+
		+	Using the below example tariff tree extract: <br />
		+	[[File:Rate-override-001.png]]
		+	<br />
		+
		+	==== Scenario 1 \| No rate overrides found - use standard rate card ====
		+	* A call comes in on tariff key <code>14021</code> (''Directory Assistance 1223''). Imagine you do not have any rate overrides set.
		+	** The '''Mediated Tariff''' would be ID 550580 (''Directory Assistance 1223'')
		+	* In the standard rate card, you have a rate set on Tarrif ID 550578 (''Directory Assistance''), but not any of the child rates - let's say $2.50
		+	* As there are no rates set on the Mediated Tariff, the system has had to loop up the tariff tree to find a rate.
		+	** The '''Rated Tariff''' would be ID 550578 (''Directory Assistance'')
		+	* The system will rate this call at $2.50.
		+
		+	==== Scenario 2 \| No mediated tariff rate override found - use standard rate card ====
		+	* A call comes in on tariff key <code>14021</code> (''Directory Assistance 1223'').
		+	* You have set a Rate Override on tariff ID 550578 (''Directory Assistance'')
		+	** The '''Mediated Tariff''' would be ID 550580 (''Directory Assistance 1223'')
		+	* In the standard rate card, you have a rate set on Tarrif ID 550578 (''Directory Assistance''), but not any of the child rates - let's say $2.50
		+	* As the Mediated Tariff does not match the rate override tariff, no tariff tree lookup logic is employed at this point. Effectively, the system just does not use an override and moves onto the next stage of rating.
		+	** The '''Rated Tariff''' would be ID 550578 (''Directory Assistance'')
		+	* The system will rate this call at $2.50
		+
		+	==== Scenario 3 \| Mediated tariff rate override found - use override rate ====
		+	* A call comes in on tariff key <code>14021</code> (''Directory Assistance 1223'').
		+	* You have set a Rate Override on Tariff ID 550580 (''Directory Assistance 1223'') - let's say $0.50c
		+	** The '''Mediated Tariff''' would be ID 550580 (''Directory Assistance 1223'')
		+	* In the standard rate card, you have a rate set on Tarrif ID 550578 (''Directory Assistance''), but not any of the child rates - let's say $2.50
		+	* The Rate Override Tariff now matches the Mediated Tariff (being 550580)
		+	** The '''Rated Tariff''' would be ID 550580 (''Directory Assistance 1223'')
		+	* The system will rate this call at $0.50c (the override rate - without even looking at the service plan rate card at all)

	=See Also=		=See Also=

@@ Line 34: / Line 34: @@
 When you have found the tariff and rate you want to override, create a new rate here.  This rate will be used in place of the rate in the rate card.
-How to add a rate override is exactly the same process as adding a rate in a rate card. If you need to know more about how to add rates, see the links at the bottom.
+How to add a rate override is exactly the same process as [[ServicePlans/RateCard/Creating_Rate_Cards#Adding_a_Rate_to_a_Rate_Card|adding a rate in a rate card]]. If you need to know more about how to add rates, see the links at the bottom.
 =See Also=

← Older revision		Revision as of 23:25, 9 January 2017
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	* [[ServicePlans/RateCard\|Rate Cards and Rates]]		* [[ServicePlans/RateCard\|Rate Cards and Rates]]
	* [[ServicePlans/ServicePlans\|Service Plans]]		* [[ServicePlans/ServicePlans\|Service Plans]]
−	* [[ServicePlans/RateCard\|Rate Cards]]

@@ Line 1: / Line 1: @@
 {{DISPLAYTITLE:Applying a Rate Override}}
 = Overview =
-This page provides a way for users to override an rate in a rate card for a telephony service. The price entered a rate here will only apply to the service subscription in question. To override rates in a ''Product Rate Card'' users need to go to the Product Rate Override sub tab.
+This page provides a way for users to override a rate in a ''Rate Card'' for a telephony service. The price entered a rate here will only apply to the service subscription in question. To override rates in a ''Product Rate Card'' users need to go to the [[Account_Management/Customer_Screen/Service_Subscriptions/Product_Rate_Override|Product Rate Override]] sub tab.
 A service subscription is - in business terms - a single subscription to a service plan that belongs to a customer. Service Plans that customers subscribe to can be telephony-based, data-based or something else entirely.  In the case of a subscription to a telephony-based service plan, prices for individual tariffs are set in the rate card. This feature provides a way for users to override the sell price of a particular tariff for this customer's subscription.

@@ Line 38: / Line 38: @@
 =See Also=
 * [[Account_Management/Customer_Screen/Service_Subscriptions|The Service Subscription tab]]
 * [[ServicePlans/ServicePlans|Service Plans]]
 * [[ServicePlans/RateCard|Rate Cards]]

@@ Line 29: / Line 29: @@
 To add a rate override, start by selecting the tariff. There are two ways to search.
-=== Step Through the Tariff Hierarchy ===
+* Step Through the Tariff Hierarchy
-From the '''Select Tariff''' drop down list, choose a tariff or tariff group from the list. Users will see an '''<< Add Tariff''' button appear to the right once a selection has been made. If there are more groups and tariffs under the selection, another drop down list will appear containing the tariff groups/tariffs under the group that was selected.
+When you have found the tariff and rate you want to override, create a new rate here.  This rate will be used in place of the rate in the rate card.
-Users can keep stepping down through the tariff groups / tariff hierarchy until they find the tariff group or tariff they are searching for.
+How to add a rate override is exactly the same process as adding a rate in a rate card. If you need to know more about how to add rates, see the links at the bottom.
 =See Also=

@@ Line 31: / Line 31: @@
 === Step Through the Tariff Hierarchy ===
-From the '''Select Tariff''' drop down list, choose a tariff or tariff group from the list. Users will see an '''<< Add Tariff'' button appear to the right once a selection has been made. If there are more groups and tariffs under the selection, another drop down list will appear containing the tariff groups/tariffs under the group that was selected.
+From the '''Select Tariff''' drop down list, choose a tariff or tariff group from the list. Users will see an '''<< Add Tariff''' button appear to the right once a selection has been made. If there are more groups and tariffs under the selection, another drop down list will appear containing the tariff groups/tariffs under the group that was selected.
 Users can keep stepping down through the tariff groups / tariff hierarchy until they find the tariff group or tariff they are searching for.
@@ Line 40: / Line 40: @@
 Click the '''<< Add Tariff'' button when you have found the rate that will be overridden.
 === Search by Tariff ID ===