How do I set up call costing.
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Monkey
How do I set up call costing.
I want to run a monthly report for a cost center listing call detail. Ext, name, number called, duration. The Cost by Station looks like it has what I need but when I run the report I get one page with nothing. There was no costing set up when the system was installed. How can I correct this. Please put it in language I can understand. I am new with this system.
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Zero
Re: How do I set up call costing.
Hi Monkey,
If you find this procedure helpful, you may give a try.
How To Define A Carrier
1. After OmniVista 4760 log-in, click on Accoungting module
2. Select Parameters tab
3. Expand Carrier Parameters item-->Currency (by default, US Dollar is defined)
4. To add new (or your client's) Currency, select & right-click Currency item and choose Create
5. Input fields for the Currency Name & Symbol
6. After, save the changes by clicking the green-check-mark button
7. To re-assign a (or your client's) Reference Currency, select the default Currency (i.e. US Dollar) then modify Currency Name & Symbol
8. After, save the changes by clicking the green-check-mark button
9. To add new (or your client's) Country, select & right-click Country item and choose Create
10. Input fields for the Country Name & Symbol
11. After, save the changes by clicking the green-check-mark button
12. To modify a Country, select the Country Name and update the Country Name or Symbol
13. After, save the changes by clicking the green-check-mark button
14. To define a Carrier, click Carriers tab
15. Select the Carrier item and choose Create
16. Input fields for Name, Symbol, (client's) Country
17. After, save the changes by clicking the green-check-mark button; this will include the Carrier Name under Carrier item
18. Expand the created Carrier Name
19. Select & right-click Period and choose Create
20. Assign the Start Date (consider the start date as starting point of call records' date wherein the costing will be in effect to the downloaded records from PABX)
21. After, save the changes by clicking the green-check-mark button
22. Expand the created Start Date under the Period item
23. The next configuration will focus on Tariff, Region, and Direction
24. To create Tariffs,
25. Select & right-click on Tariff and choose Create
26. Input fields for Name (i.e. Mobile Cost), Calculation Mode (i.e. Duration: round up; it means 1 minute and 1 second is equivalent to 2 minutes of call), and Currency (your client's Reference Currency)
27. After, save the changes by clicking the green-check-mark button and for additional set of Tariffs, just create another one
28. To assign the cost per Tariff Name,
29. Expand the created Tariff Name
30. Select & right-click on Time item and choose Create
31. Assign the amount for Unit Cost (i.e. 0.25 USD per minute); take note that Unit Cost charging depends on the assigned Unit Duration and Unit Duration is calculated in seconds (by default, it is 60 seconds)
32. After, save the changes by clicking the green-check-mark button and for additional costing per Tariff Name, just create the Time item
33. To create PABX Region,
34. Select & right-click on Region and choose Create
35. Input fields for Name as PABX
36. After, save the changes by clicking the green-check-mark button
37. To assign the PCX of PABX Region Name,
38. Expand the created Region Name PABX
39. Select & right-click on PCX item and choose Create
40. By default, the Network.Subnetwork.PCX parameter will show your node registration then input any number for Access phone number
41. After, save the changes by clicking the green-check-mark button and in case you have multiple registered node, just create another PCX and choose the other node registration and type its Access phone number; no need to have the Prefix be created on this item
42. To create new Regions,
43. Select & right-click on Region and choose Create
44. Input fields for Name (i.e. Mobile Calls)
45. After, save the changes by clicking the green-check-mark button and for additional set of Regions, just create another one
46. To assign the dialed numbers' prefixes per Region Name,
47. Expand the created Region Name
48. Select & right-click on Prefix item and choose Create
49. Assign the dialed number's prefix in Indicator Prefix and unchecked the Prefix - Carrier Dependant parameter
50. After, save the changes by clicking the green-check-mark button and for additional prefixes per Region Name, just create another one; no need to have the PCX be created on this item
51. To link created Tariff to Regions you need to define the Directions,
52. Select & right-click on Direction and choose Create
53. Input fields for Calling Region as PABX, Called Region (i.e. Mobile Calls), Tariff (i.e. Mobile Cost)
54. After, save the changes by clicking the green-check-mark button and for additional set of Directions, just create another one but the Calling Region must be set to PABX
*NOTE: This is a simple default configuration procedure; another approach can be considered in defining a Carrier. Configurations may also vary depending on your setup requirements like additional/different settings for Tax, Calculation Mode, Answered Call Initial Cost, City/country name and even the Trunk Group Connections.
Now, considering you had synchronized your OmniVista 4760 to the PABX before you had created the Carrier. In this case, you need to consider a manual recalculation of records but take note of the Start Date assigned in your Carrier-->Carrier Name-->Period. The Start Date must cover the dates of your previous records otherwise no changes will be applied even if you performed the manual recalculation of records.
Thanks,
Zero
If you find this procedure helpful, you may give a try.
How To Define A Carrier
1. After OmniVista 4760 log-in, click on Accoungting module
2. Select Parameters tab
3. Expand Carrier Parameters item-->Currency (by default, US Dollar is defined)
4. To add new (or your client's) Currency, select & right-click Currency item and choose Create
5. Input fields for the Currency Name & Symbol
6. After, save the changes by clicking the green-check-mark button
7. To re-assign a (or your client's) Reference Currency, select the default Currency (i.e. US Dollar) then modify Currency Name & Symbol
8. After, save the changes by clicking the green-check-mark button
9. To add new (or your client's) Country, select & right-click Country item and choose Create
10. Input fields for the Country Name & Symbol
11. After, save the changes by clicking the green-check-mark button
12. To modify a Country, select the Country Name and update the Country Name or Symbol
13. After, save the changes by clicking the green-check-mark button
14. To define a Carrier, click Carriers tab
15. Select the Carrier item and choose Create
16. Input fields for Name, Symbol, (client's) Country
17. After, save the changes by clicking the green-check-mark button; this will include the Carrier Name under Carrier item
18. Expand the created Carrier Name
19. Select & right-click Period and choose Create
20. Assign the Start Date (consider the start date as starting point of call records' date wherein the costing will be in effect to the downloaded records from PABX)
21. After, save the changes by clicking the green-check-mark button
22. Expand the created Start Date under the Period item
23. The next configuration will focus on Tariff, Region, and Direction
24. To create Tariffs,
25. Select & right-click on Tariff and choose Create
26. Input fields for Name (i.e. Mobile Cost), Calculation Mode (i.e. Duration: round up; it means 1 minute and 1 second is equivalent to 2 minutes of call), and Currency (your client's Reference Currency)
27. After, save the changes by clicking the green-check-mark button and for additional set of Tariffs, just create another one
28. To assign the cost per Tariff Name,
29. Expand the created Tariff Name
30. Select & right-click on Time item and choose Create
31. Assign the amount for Unit Cost (i.e. 0.25 USD per minute); take note that Unit Cost charging depends on the assigned Unit Duration and Unit Duration is calculated in seconds (by default, it is 60 seconds)
32. After, save the changes by clicking the green-check-mark button and for additional costing per Tariff Name, just create the Time item
33. To create PABX Region,
34. Select & right-click on Region and choose Create
35. Input fields for Name as PABX
36. After, save the changes by clicking the green-check-mark button
37. To assign the PCX of PABX Region Name,
38. Expand the created Region Name PABX
39. Select & right-click on PCX item and choose Create
40. By default, the Network.Subnetwork.PCX parameter will show your node registration then input any number for Access phone number
41. After, save the changes by clicking the green-check-mark button and in case you have multiple registered node, just create another PCX and choose the other node registration and type its Access phone number; no need to have the Prefix be created on this item
42. To create new Regions,
43. Select & right-click on Region and choose Create
44. Input fields for Name (i.e. Mobile Calls)
45. After, save the changes by clicking the green-check-mark button and for additional set of Regions, just create another one
46. To assign the dialed numbers' prefixes per Region Name,
47. Expand the created Region Name
48. Select & right-click on Prefix item and choose Create
49. Assign the dialed number's prefix in Indicator Prefix and unchecked the Prefix - Carrier Dependant parameter
50. After, save the changes by clicking the green-check-mark button and for additional prefixes per Region Name, just create another one; no need to have the PCX be created on this item
51. To link created Tariff to Regions you need to define the Directions,
52. Select & right-click on Direction and choose Create
53. Input fields for Calling Region as PABX, Called Region (i.e. Mobile Calls), Tariff (i.e. Mobile Cost)
54. After, save the changes by clicking the green-check-mark button and for additional set of Directions, just create another one but the Calling Region must be set to PABX
*NOTE: This is a simple default configuration procedure; another approach can be considered in defining a Carrier. Configurations may also vary depending on your setup requirements like additional/different settings for Tax, Calculation Mode, Answered Call Initial Cost, City/country name and even the Trunk Group Connections.
Now, considering you had synchronized your OmniVista 4760 to the PABX before you had created the Carrier. In this case, you need to consider a manual recalculation of records but take note of the Start Date assigned in your Carrier-->Carrier Name-->Period. The Start Date must cover the dates of your previous records otherwise no changes will be applied even if you performed the manual recalculation of records.
Thanks,
Zero
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cprdeep
Re: How do I set up call costing.
How I can apply the tariff to existing predefined template(I have 8770)
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Zero
Re: How do I set up call costing.
Hi cprdeep,
I believe you're asking on how to include the costing parameter if you're going to use the predefined templates.
First, select the predefined report definition you wanted to use.
After, copy then paste it to your desired location. Take note that you cannot modify or execute a predefined report unless you take it out from its default location.
Lastly, under Querytool you can update the parameters of the report definition. Try to refer on Cost folder then look for example the Direct Carrier Cost w/o tax (double-click to add).
Regards,
Zero
I believe you're asking on how to include the costing parameter if you're going to use the predefined templates.
First, select the predefined report definition you wanted to use.
After, copy then paste it to your desired location. Take note that you cannot modify or execute a predefined report unless you take it out from its default location.
Lastly, under Querytool you can update the parameters of the report definition. Try to refer on Cost folder then look for example the Direct Carrier Cost w/o tax (double-click to add).
Regards,
Zero
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cprdeep
Re: How do I set up call costing.
I defined one carrier with name QTEL on accounting with unit cost 1 QAR for 60.00 sec.
But when i generate report I am getting invoice cost 0.00 ....I would like to apply the carrier cost to this predefined report .
I copy the predefined template to adminnmc.When I go to query tool I am not able to get the option to select the QTEL carrier which I have defined in accounting.
example of report I generated
Detailed Reports Saturday, 27 June 2015
Cost By User Group
Filter: Date/Hour is Last Month
Department :
Name : Don Nilantha
Extension : 678
Date/Hour Called Number Duration Invoiced cost w/o tax
30/05/15 15:30:16 00:00:00 0.00
30/05/15 15:30:07 4444**** 00:00:05 0.00
30/05/15 15:30:01 4444** 00:00:00 0.00
30/05/15 15:29:39 00:00:00 0.00
I have list of international calling price list from service provider.I have to apply to my report.
But when i generate report I am getting invoice cost 0.00 ....I would like to apply the carrier cost to this predefined report .
I copy the predefined template to adminnmc.When I go to query tool I am not able to get the option to select the QTEL carrier which I have defined in accounting.
example of report I generated
Detailed Reports Saturday, 27 June 2015
Cost By User Group
Filter: Date/Hour is Last Month
Department :
Name : Don Nilantha
Extension : 678
Date/Hour Called Number Duration Invoiced cost w/o tax
30/05/15 15:30:16 00:00:00 0.00
30/05/15 15:30:07 4444**** 00:00:05 0.00
30/05/15 15:30:01 4444** 00:00:00 0.00
30/05/15 15:29:39 00:00:00 0.00
I have list of international calling price list from service provider.I have to apply to my report.
-
Zero
Re: How do I set up call costing.
Hi cprdeep,
Please try using the parameter "Direct Carrier Cost w/0 tax" instead of Invoiced cost w/o tax. It is item number 5 under the Cost folder.
In addition, if your concern may require to update the charging of cost, please perform "Compute cost..." then enable the Force cost calculation.
I hope it helps you.
Thanks and regards,
Zero
Please try using the parameter "Direct Carrier Cost w/0 tax" instead of Invoiced cost w/o tax. It is item number 5 under the Cost folder.
Lastly, under Querytool you can update the parameters of the report definition. Try to refer on Cost folder then look for example the Direct Carrier Cost w/o tax (double-click to add).
In addition, if your concern may require to update the charging of cost, please perform "Compute cost..." then enable the Force cost calculation.
I hope it helps you.
Thanks and regards,
Zero
