Features
OverviewRating CalculationPrepaidPost RatingNAS CDRService PlanBillingNAS ConfigurationAdding 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 GuidesHow to add an NMS connection to an NASHow to add a domain from a existing SiPbx connectionTroubleshooting / 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. |