Tariscope 4.6. Administrator's guide
Chapter 4 Tariscope configuration
4.7 Services
The Services mode is used to create services provided to customers (subscribers). The configuration page is urgent for telecommunications service providers who use the Tariscope Provider edition. Therefore, if you use the Tariscope Enterprise edition, you can skip this configuration page.
To create, edit, or delete a service, select in the menu Service → Services list. An example of the Services configuration page is shown in Figure 4.7.1.
Figure 4.7.1
The Tariscope installation package can include examples of services. You can edit, delete these services or create new ones.
To create a new service, click on the Add icon on the toolbar. The New service window appears as shown in Figure 4.7.2.
Figure 4.7.2
In the Name box, type a service name.
If you use codes for services, type a service code in the Code box.
If you wish, you can type a description of the service in the Description box.
In the Charging period list, select the desired period. There are options:
- Manual. A service cost is charged manually. We recommend using this type for non-periodic services. To charge the service, select in the menu Subscribers’ accounts, select the desired customer, click on the Account actions icon on the toolbar, and in the appeared menu, select Add customer service.
- Every day. A service cost is automatically charged, for example, in the beginning of every day. To automatically charge such services, you should create the appropriate task with daily period in Tariscope Tasks.
- Every week. A service cost is automatically charged, for example, in the beginning of every week. To automatically charge such services, you should create the appropriate task with weekly period in Tariscope Tasks.
- Every month. A service cost is automatically charged, for example, in the beginning of every month. To automatically charge such services, you should create the appropriate task with monthly period in Tariscope Tasks.
- Annually. A service cost is automatically charged, for example, in the beginning of every year. To automatically charge such services, you should create the appropriate task with annually period in Tariscope Tasks.
- Application defined. The option is applied for services for which a cost is charged by an execution of a procedure or generation of report. The execution of a procedure or generation of report can be automatically performed by the Tariscope Tasks service on the schedule or manually. Such an option can be used for calculating the costs for city (local) calls when the calls cost calculation is not considered N-th number of seconds.
You can specify the period value. To do this, enter the value in the Every box. The Rate list provides a selection of a rate that can be applied to the service. In this case the rate is used as a service. In Tariscope, the rates with the same names can have different values for the different rate plans (tariff plans). This provides using a single service name in different rate plans, but these services will have different rates.
For example, there are several types of subscription fee: base, privileged, and others, which you should type in Tariscope. Tariscope has two options to create such services. First, you can create the required number of services with different names. Another option, in the Rates configuration page you can create a service-rate named, for example, "Subscriber fee" and for different rate plans you should type their appropriate values. After that, in the Service page → the Rate list you should select this service-rate. In this case, no need to select service for each subscriber, but you only should assign the "Subscriber fee" service to all subscribers or a group of subscribers. A choice of the service cost for a subscriber will be determined by assigned rate plan.
When you select a rate for the service, the Fixed cost box and the Currency list will be inactive since the service cost and currency are defined by the rate parameters.
If you do not want to use a rate as a service, leave the Fixed rate item in the Rate list. In this case, type a cost of the service in the Fixed cost section and select a currency from the Currency box.
To add the service cost, in the Fixed cost section, click on the Add icon. The Add window appears as shown in Figure 4.7.3.
Figure 4.7.3
In the From date calendar box, select the date from which the service cost will be applied. This allows you to have a service cost history.
In the Fixed cost box, enter the service cost and click Save.
If you need to charge the service cost with taxes, you should add taxes as described in the section 4.6. These taxes will be displayed in the Taxes table of the New service page (Figure 4.7.2). Select the check boxes of the desired rows in this table.
In the Other settings section, turn on the switches for parameters that will be applied to the service:
- Charge every extension/IP address. This parameter allows you to charge the service cost on each customer's extension (phone number) or IP address for customers (subscribers) having several extensions or/and IP addresses. If the switch is not turned, the service cost will be charged for the customer only one time.
- Align to charging period. The parameter allows you to charge the service cost for the period of service provision. For example, a customer was connected from the 13th day of month and you need to charge the "Subscription fee" service which has monthly period. When the switch is turned, only the part of the service cost will be charged for the customer that is proportional to the period from the 13th to the end of the month.
- Assume as monthly cost. The selection of this check box means that the service cost specified in the Fixed cost box is a cost per month. And if the charging period is different from the month, the service cost is calculated. If the charging period is one month, this switch does not play any role.
- Don't charge if negative balance. If the switch is turned and a customer has a negative balance, the service cost is not charged.
- Take into account damages. If the switch is turned and an extension or IP address had a damage, and Tariscope has information about this, the service cost is not charged for the damage period.
- Require extension/number selection. If the switch is turned, the service cost is charged only to the specific extension or IP address of the customer, but not to the customer.
- Postpaid. If the switch is turned, the service cost is charged with a delay of one period.
After you set all parameters in the New service window, click Save.
To change the previously entered parameters any of the services, select the service on the Services page, and click the Edit icon.
To remove unnecessary service, you should select it in the list of services and click the Delete icon.
To change only the service name, select it in the list of services and click on the Rename icon, and then type a new service name.
The Service page allows you to select columns that you will be displayed. To select the desired columns, click on the Setting columns visibility icon on the toolbar and select or deselect the check boxes.
To export the services table in the external file, click on the Export to file icon and select the desired format. Supports the following formats:
- Excel.
- HTML.
- CSV.
- PDF.
Service bundles
A service bundle is a group of services which you can assign to a customer. If you have a service group that you assign to a group of customers, it’s easier to create a service bundle and assign it.
To create a service bundle, in the Tariscope menu, select Services → Bundles list. The Bundles page appears as shown in Figure 4.7.4.
Figure 4.7.4
Click on the Add icon on the toolbar. The New bundle page is displayed as shown in Figure 4.7.5.
Figure 4.7.5
In the Name box, enter a bundle name.
If you use codes for bundles, you can enter the code in the Code box. It is an optional field.
In the Description box, enter a bundle description. It is an optional field.
To include a service to the bundle, click on the Add icon on the toolbar of the Services section. The Add service to bundle window appears as shown in Figure 4.7.6.
Figure 4.7.6
In the Services list, select the desired service name.
In the Quantity box, specify the number of services included in the bundle. If the service begins to apply from the specific date, turn on the Connect date switch and select the desired date in the calendar box.
If the service should be applied only until a certain date, turn on the Disconnect date switch and specify the desired date in the calendar box.
Click on the Save button.
The entered service parameters are displayed in the Services table (Figure 4.7.5).
Repeat the actions for other services that you want to add in the bundle.
Click Save (Figure 4.7.5). The main parameters of the bundle are displayed in the table on the Bundles page.
To edit bundle parameters, select the bundle (Figure 4.7.4) and click on the Edit icon. On the Edit bundle page, edit parameters and click Save.
To delete a bundle, select it on the Bundles page and click on the Delete icon. Confirm your action.
Tariscope allows you to export the bundles table into an external file. To do this, click on the Export to file icon and select the desired file format. Supported the export in the following file format:
- Excel;
- HTML;
- CSV;
- PDF.
