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Rate Generation is a useful tool for creating rate list from data that is fetched from your vendor's rate tables.

Basically used to generate new rates with adding markup on vendor rate tables so this generated rate table with a percentage markup can be applied to new customer rate tables.

This section is used to manage all Rate Generations in the system. 

Rate Generation List

This section displays all the Rate Generation Template List.

Rate Generations are managed from here, from creating templates to generating rates and applying them.

To go to this section, Go to Tools → Rate Generation

Rate Generation List window will appear.

Screenshot: Rate Generations List

Column NameDescription
Rate TemplateName of the Rate Template
Create OnThe date/time when the Rate Template was created
Create ByThe user who created the Rate Template
Last GeneratedThe last date/time when the Rates were generated
ActionAction to be performed on Rate Generation i.e. Generate, Edit, View History & Delete.
ButtonDescription

This button is used to generate rates. click on this icon, a popup window will appear to generate rates.

This button is used to edit the Rate Generation Template

This button is used to view history of Rate Generation. It will show all the generation logs.

This button is used to delete the Rate Generation Template.

How to create a New Rate Generation

To create a new Rate Generation, click on Create New button.

Below displayed window will appear.

Screenshot: New Rate Generation

Field NameDescription
Rate Template Name Enter the Name of the Rate Template
Rate Table TypeSelect Type of Rate Table for Rate Generation i.e A-Z, US Jurisdictional & US Non Jurisdictional.
Scope of Code

Select the scope of codes to generate rates:

LERG Codes OnlyAll the codes will get generated which are present under the selected Code Deck.
All Egress CodesAll the codes will get generated which are present under the Egress Trunk Rate Table.
Auto IJ

Select the IJ Rates generation based on settings, this option is only for US Jurisdictional rates:

Copy from Inter RateIJ Rate will be generated based on Inter Rate.
Copy from Intra RateIJ Rate will be generated based on Intra Rate.
Max of Inter/Intra RateIJ Rate will be generated based on Maximum of either Inter or Intra Rate.
True MatchIJ Rate will be generated on the true match i.e. itself IJ rates.
Calculate rate based on LCRCalculate rate based on Least cost routing as per selected Egress Trunk in generation.
Default rate if No Egress is available

Default rate will get applied to all the codes which are not present on the Egress Trunk Rate Table, for all those codes the rates 

entered here will get applied to them.

Decimal Places The position of a digit to the right of a decimal point in rate value.
Code Deck

Codes which will get generated which are present under the code deck, it also helps in fetching code name & country.

Effective DaysThe date/time when the rates will get effective.
Egress Trunks

New Rates will get generated with reference of the old rates which are present on the Egress Trunk Rate Table,

Select Egress Trunks whose reference to be taken for generating new rates for those vendor rates.

Add MarginThis section is used to add the Margin to the new generated rates, click on this button to add multiple rows.
Rate Range - MinMinimum of rate that can be re-generated.
Rate Range - MaxMaximum of rate that can be re-generated.
Define Margin By

Select type to define the Margin.

PercentagePercentage which will get added on the old rates of Egress Trunk Rate Tables.
Fix ValueFix value amount in USD which will get added on the old rates of Egress Trunk Rate Tables.
Mark Up( % or USD )Enter the Markup Percentage/Fix Value.
CodeEnter Destination Code on which Interval & Min Time to be applied. Default row value will get applied to all the codes.
Interval(s)Enter the Interval for billing.
Min Time(s) Enter the minimum chargeable duration.

Fill out all parameters and click on Submit button to save New Rate Generation Template.

How to Generate Rates

Click on the Generation icon to generate new rates, a popup window will appear to generate rates.

Click on YES to generate the rates, it will redirect to Rate Generation History window.

Rate Generation History

Click on  to view history of Rate Generation.

Below displated window will appear.

Screenshot: Rate Generation History

Column NameDescription
Create ByThe User who generated the Rates
Applied to Rate TableShow status whether the generated rates are applied to rate table or not
StatusStatus of the Rate Generation i.e. Initial, Finished or Failed.
Start TimeThe date/time when the rate generation task started
Finished TimeThe date/time when the rate generation task finished
Rate TableRate Table Name on which the generated rates are applied
Rate CountDestination codes count which are generated in rate generation
ActionAction to be performed on the rate history i.e. Apply to Rate Table, View Rates, Rate Apply History & Apply Details.

How to apply Rate Generation to a Rate Table:

Click on Apply to Rate Table icon to apply generated rates to a new rate table

Screenshot: Apply to Rate Table

Column NameDescription
Rate TableSelect the Rate Table from dropdown on which the generated rates to be applied.
Effective DateSelect the date/time when the rates will get effective.
IntervalEnter the Interval for billing.
Min TimeEnter the minimum chargeable duration.
Code DeckSelect the Code Deck which will be used while applying rates.
End Date Existing CodesSelect the date/time when the rates will get expired.
ActionAction to be performed on the record i.e. Delete

Fill out all the parameters and click on the below buttons which is needed, explaination of both the buttons displayed below

  • Apply Rate Only - Clicking on this button will apply the generated rates on the selected rate table.
  • Apply Rate & Send - Clicking on this button will apply the generated rates on the selected rate table and redirect to the Rate Send window to send rates to the customer. For more details on the Rate Send, Pls refer to the Rate Table section.

How to view generated rates and export them:

Click on View Rates icon to view the generated rates.

Screenshot: View Rates

Click on Export to icon to Download the generated rates.

Rate Apply History

This section displays the history of all the generated rates applied to Rate Tables.

Click on Rate Apply History icon to view Rate Apply History.

Screenshot: Rate Apply History

Rate Generation History Detail

This section displays the history of specific rate generation applied to Rate Table.

Click on  Rate Generation History Detail icon to view Rate Generation History.

Screenshot: Rate Apply History

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