Wholesale/Retail Rating Platform Real Time Credit Control Pre and Post Paid Multi-Tier Management Web based account management for all tiers Online Batch Account and PIN Generation Recurrent Charges Balance Threshold Effective Date and Expiration Date

Batch Lock and Unlock Shared or Individual Rate Tables per account Free Duration, Unit Duration, Min Charges, Extra Charges Effective Date and Expiration Date Recharge by Phone or Web Audit Log Customer Service Plans Bill Generation and Customization

---

Overview

Rating Calculation

Prepaid

Post Rating

NAS CDR

Service Plan

Billing

NAS Configuration

Adding a New Post Rate Customer

    * Follow the steps below in order to add a new customer.
    * Instructions for each step are below in their own sections.
          o Add a Domain
          o Add a "domain" user
          o Edit domain Service Plan
          o Edit domain Rate Plan
          o Add Post Rate schedule
          o Add Billing Info

Creating a New SiPbx Connection on Netsapiens NAS

    * Skip this section unless this is the First Domain!
    * This step only needs to be done once per SiPbx and require root privileges, Netsapiens Support can assist on this.
    * From the menu bar please select “Domains --> Connections”
    * Click Add to add connection
    * Enter A Unique DSN name. Also enter username and password, defaults are dbSiPbx/sipbx.



    * Click Create
    * You need to then add a ODBC connection in /etc/odbc.ini
          o From a command line or other text editor, add the following information matching your remote sipbx.

[UNIQUE_NAME]
Description     = MySQL
Driver          = MySQL
Server          = REMOTE_IP_OR_HOSTMANE
Database        = SiPbxDomain
Port            =
Socket          =
Option          =
Stmt            =

    * Example matching picture above and pointing to a SiPbx on a LAN connect of 192.168.139.10:

Creating a New Domain on Netsapiens NAS

    * From the menu bar select "Domains --> Domains"
    * Click "Add Domain" towards the bottom
    * Pick from the dropdown selection of SiPbx servers configured previously
    * Fill in the information required for this domain
    * Each domain should have a Service plan and Rate Plan, this page allows you to copy from existing plans.
          o This copy feature includes a "smart replace" which will replace existing domain names with the new domain name
    * Example of new Domain:



    * In a post paid setup, "Balance Status" and "Balance" are not used.
    * If you are looking to rate old calls, make sure you push back the "Rate Valid From date"

Adding a user to the Domain

    * At least 1 user needs to be added to the domain in order to rate calls.
    * for post rating a whole domain into a bucket, you only need one user, user "domain"
    * Add account via "Accounts --> Accounts"
    * click "Add"
    * It will ask you for a domain from a list of currently configured domains
    * From there enter the rest of the information needed.
    * if rating calls earlier than your current date, make sure to push back the valid date
    * "balance" is unused in post-rate senerio
    * "Next Charge Date" is the next date that user will be charged services, it will be the same day each cycle
   

Adding/Editing a Service Plan

    * When creating a new Domain a blank rate plan will be created or copied form an existing rate plan.
    * To change or edit a service plan go to "Accounts --> Service Plan"
    * You will now see a list of Service plan's, each service plan can have any number of service items within it.



    * To change service items within a Service plan click "Select"
    * You will now see items in the Service plan



    * There are different types of items that you can add
          o Recurrent Service
                + Used to add a Service to be billed once a billing cycle (most common)
          o Minute Bucket
                + Allows added fields for minute buckets.
                + Must match a Bucket ID with valid rates in the Rate Plan.
          o Usage Charge Tax
                + Allows you to tax on $ value of minutes
          o Usage Tax
                + Allows you to tax on duration value of minutes
          o Non Usage Tax
                + Allows you to add a flat rate tax
    * Example of Recurrent service addition:

Adding/Editing a Rate Plan

    * When creating a new Domain a blank rate plan will be created or copied form an existing rate plan.
    * To change or edit a service plan go to "Rating--> Rate Plans"
    * You will now see a list of Rate plan's, each rate plan can have any number of rate entries within it.



    * To change rate entries within a Rate plan click "view"
    * You will now see entries in the Rate plan

    * These entries are ordered and sorted by Term prefix, i.e. beginning part of number dialed
    * To edit click the term prefix link
    * You will see all the the different entries with that term prefix.



    * this is useful for allow different rates based on originating caller to the same number.
    * to edit specific entry click "edit" next to the entry with the correct originating specifics
    * this should bring up specific editable features of that entry.
    * example of a rate entry from any originating number dialing a international number at .10/min

Adding a Post Rating Schedule

    * A post rating schedule is needed to pull CDR's from a SipBx and rate them
    * A separate schedule is needed for each domain configured
    * You can add a schedule from "Accounts --> Post Rating Schedule" form the Menu bar
    * You should see a list of currently configured schedules
    * Click "Add Entry" to add
    * It will ask you a series of questions about who you want to get calls from and who you want to bill them to.
          o if your bucketing calls per domain, you need to charge all calls to domain user.
    * A example is below, this will pull cdr's for all years of netsapeins.com domain and charge them to domain@netsapiens.com

     *More info can be found in the Post Rating

Adding a new Billing Account

    * This is the last step a Post rate domain setup
    * This step is where you will enter in all of the customer specific data not necessarily having any correlation to the SiPbx
    * Information such as Company name,Address, phone number, etc will be entered here.
    * Also information such as Bill dates, due periods, and whether to roll amounts over are set here.
    * To create a new account go to "Accounts --> Billing Info"
    * Click "Add"
    * Enter the domain and user.
          o If you want a domain wide bill, please use "*" and not "domain" as "*" will get more information
          o You will want to have you bill date at least a day behind your normal service range on a user to eliminate any missed calls
    * An example of a Domain bill is below:

Viewing a bill

    * Netsapiens NAS will calculate all of the totals for a month on the Bill date at 00:00:00.
    * This process will sum up all of the services, minutes, and taxes into a total.
    * These total values are available immediately in the UI via "Charge --> Bills"
    * After this time BillGen a feature of Netsapiens NAS will make create bills.
    * BillGen will run every minute looking for new bills to make, but has an adjustable window to force it to only work during off hours
    * Customized bills will be available for download in 3 formats
          o PDF - Portable Document Format
          o XLS - Microsoft Excel (editable)
          o PPT - Microsoft PowerPoint (editable)

Configuration Guides

How to add an NMS connection to an NAS

How to add a domain from a existing SiPbx connection

Troubleshooting / FAQ

    * Q: I can't see any domains when i try and add one?
          o A: Check your connection settings to the SiPbx, check with Netsapiens support

    * Q: No services are showing up on my bill?
          o A: Check in "Charges --> Service Record" to see if they are there and correct
          o Q: No services are showing up in Service Records.
                + A: Make sure the account's valid dates are correct?
                + A: Make sure the account's next/last charge dates are correct?

    * Q: No minute charges are showing up on my bill?
          o A: Check in "Charges --> Call History" to see if they are there and correct
          o Q: No calls are showing up in Call history.
                + A: Check the post rate schedule to see if correct. Should show last cdr pull and next pull.
          o Q: I see the calls but it says "No Rate"
                + A: This means that it could not find a valid rate. Check the Rate table for that domain.
                + [note] Make sure rates are valid and the correct rate plan is selected for the Account.

    * Q: I changed the rate table, how can I re-rate calls?
          o A: In "Accounts --> Post Rate Schedule" push back the next poll time, it will override the old call with the new.

    * Q: I changed things now i need to re-run services and bucketed minutes calculations?
          o A: In "Accounts --> Accounts" push back the next/last poll time
          o [note] If you want to override old service charges you need to keep the same day of month. i.e change only the month and year values

    * Q: I re-rated calls and service, how do i recreate a bill?
          o A: In "Accounts --> Billing Info" push back the next/last poll time
          o [note] If you want to override old bill you need to keep the same day of month. i.e change only the month and year values

    * Q: minutes are not being bucketed properly?
          o A: Check in Call History to see what bucket ID a call was credited to by clicking on the "Rate Entry" column
          o A: Make sure the Account has a Bucket item with the correct Bucket ID on it
          o [note] If need be re-rate the calls and services (question above)

    * Q: Bills don't show countries by name for all international numbers?
          o A: In "Rating --> Country Codes" verify the term prefix's country code is correct.