Usage Rate Groups are configured in Setup / Usage Rating / Usage Rates / Groups
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 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.
Rate groups can be setup to be utilized under specific conditions if desired. For instance a rate group can be configured to be used only within specific hours, on specific days, or used only when certain conditions are met (e.g. usage is coming from a particular provider). In cases where rate groups are conditional at least one other rate group must exist in the rate plan to ensure usage is rated when the given condition is not met.
Rate groups can be setup as needed, there are no prerequisite configuration steps. Once rate groups are setup you can create rates which can be added to the rate group.
The Usage Rate Groups panel on the left of this screen allows you to select existing rate groups to view and edit on the Edit Usage Rate Group panel to the right. Actions are also available in this panel which are shown as icons above the Filter text box. The available actions are described below.
Retires the selected rate group
Clones the selected rate group
Deletes the selected rate group if not in use
Adds a new rate group
The rate groups list on the left of the screen shows rate groups that are currently setup.
When you select a rate group in the list additional details will be displayed in the Edit Usage Rate Group panel to the right. These details are explained below.
The information in this panel reflects the currently selected rate group. From here you can change rate group details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).
Edit Usage Rate Group Fields and Options:
Name: a meaningful name for the rate group (data rates, international rates, etc.)
Display Name: an optional field which allows you to specify a user friendly rate group description that can be presented on invoices or reports if desired
Start: the date and time when the rate group is available for use
Time Period: an optional field which allows you to select a time period where rates in this rate group will be applicable (e.g. evenings, weekends). You can define time periods on the time period screen
Currency: allows you set the currency the rates within the group will be converted to. The rate group will be used when the account the usage charges relate to is configured with the same currency as the rate group. For instance if a rate group currency is set to 'Euro' and the account the usage belongs to is set to Euro currency, then rating will execute converting the usage charges into Euros. If the account the usage belongs to is configured to use USD as its currency and there is no United States Dollar currency rate group in the same rate plan then a rating exception will occur
Use For Cost: configures the rate group as a 'cost' rate group. Rates added to a for cost rate group will be considered 'cost' rates and referenced when a rate in an adjacent rate group within the same rate plan has a 'Rate Type' of 'Markup'. For example, if a SMS mobile originating rate with a 'Markup' rate type exists in a rate group, then when rating occurs the charge for this rate will be determined by looking for a 'Use For Cost' rate group within the same rate plan. If the for cost rate group exists with a SMS-MO class rate then that cost rate will be marked up to determine the rate to charge. If no matching 'for cost' rate group with the appropriate rate is found then a rating exception will occur when attempting to calculate the markup rate
Aggregated: if enabled the rate group will be configured to contain aggregated (tiered) rates. When rates are created they will be set as aggregated only if they are connected to a rate group that has this Aggregation setting enabled
The Rates tab shows you the rates that are assigned to the current group. Rates are added to groups when rates are configured.
The Plans tab shows you the rate plans that the current rate group is assigned to. Rate groups are added to rate plans when rate plans are configured.
The Conditions tab allows you to define conditions that must be met for the rate group to be used. For example if you have a usage feed for network X and another usage feed for network Y (with network Y offering more favorable rates), you could setup a condition 'UDR Feed Equals Network Y', which when met would result in rates from the group being used. If the condition is not met then rates from another rate group in the same rate plan will be used. See the guides section below for details on how to setup conditions.
Once a rate group has been setup you can associate rates with the group on the rates configuration screen.