Vodafone eBilling User Manual

Vodafone eBilling User Manual

Table of Contents

Preface ........................................................................................................................... 6

Term Definitions ............................................................................................................ 8

Introduction ................................................................................................................. 10

Overview ...............................................................................................................................10

User Roles ............................................................................................................................10

Vodafone Customer Roles .................................................................................................10

Getting Started ............................................................................................................ 11

Ebilling Section ..................................................................................................................12

My Account Overview Section ............................................................................................12

Quick Links ........................................................................................................................13

Contact Us Section ............................................................................................................13

Support Section .................................................................................................................13

Managing Personal Information ................................................................................. 14

Profile Details ........................................................................................................................14

Notifications ...........................................................................................................................15

Managing Company Information................................................................................ 16

Company Profile ....................................................................................................................16

Manage Users .......................................................................................................................17

Administrative Settings ..........................................................................................................26

Address Book Maintenance ....................................................................................... 32

Corporate Address Book .......................................................................................................33

Personal Address Book .........................................................................................................43

Reports ......................................................................................................................... 51

Statements ............................................................................................................................52

Billing Summary .................................................................................................................52

Statement Summary ..........................................................................................................56

Account Summary ..............................................................................................................58

User Summary ...................................................................................................................60

Usage Detail ......................................................................................................................62

Vodafone eBilling User Manual 3

Analytics ................................................................................................................................64

Billing Reports ....................................................................................................................64

Account Billing Overview ................................................................................................66

Account Billing Trend ......................................................................................................70

Statement Billing Overview .............................................................................................72

Service Billing Overview .................................................................................................74

Service Billing Trend.......................................................................................................78

Service Details ...............................................................................................................80

Total Cost by Plan ..........................................................................................................82

MIS Report .....................................................................................................................83

Business Reports ...............................................................................................................90

Group Summary (Group Spending Summary Report) ....................................................90

Group Spending (Group Spending Tree View Report) ....................................................94

Group Spending Trend ...................................................................................................98

Service Spending Trend ............................................................................................... 100

Top Reports ..................................................................................................................... 103

Highest Spending Services........................................................................................... 104

Least Spending Services .............................................................................................. 107

Longest Calls................................................................................................................ 113

Most Frequently Called Numbers ................................................................................. 115

Most Frequently Called Destinations ............................................................................ 116

Most Frequently Called Countries ................................................................................. 117

Search Usage Report ................................................................................................... 118

Budget Reports ................................................................................................................ 119

Group Budget Report ................................................................................................... 120

Service Budget Reports ................................................................................................ 121

Budget Management .................................................................................................... 122


Cost Reallocation Setting ............................................................................................. 124

Custom Reports .................................................................................................................. 125

Batch Reports ...................................................................................................................... 130

Account Structure ..................................................................................................... 133

Edit Structure ....................................................................................................................... 134

Create Hierarchy .............................................................................................................. 135

Copy Hierarchy ................................................................................................................ 136

Import Hierarchy .............................................................................................................. 139

Publish Hierarchy ............................................................................................................. 141

Download Hierarchy ......................................................................................................... 142

Expire Hierarchy .............................................................................................................. 144

Manage Structure ................................................................................................................ 147

Compare Structure .............................................................................................................. 155



Preface About the Document

This user guide contains work instructions and screen shots covering all the main areas of the Vodafone eBilling application. This guide will help end users access the eBilling application and perform a range of actions.

This user guide is divided into eight modules based on the functionalities of the Vodafone eBilling application:

Module 1: Introduction Module 2: Getting Started Module 3: Managing Personal Information Module 4: Managing Company Details Module 5: Managing Address Book Module 6: Reports Module 7: Account Structure

Audience

This user guide is intended for the following users:

Vodafone Customers Roles: Account Managers Personal Users Admin Users (Super Users)

References

The following sources were used as references during creation of this user guide:

eBilling Use Cases B2B VF Group Release 1.0 Vodafone eBilling application

Conventions Used in this Manual

This user manual uses the following typographical conventions:

Command and option names are in bold and red. User interface elements and clickable items are in bold and red.


Pictorial Representations

The following table shows the pictorial representations used in this user guide.

Icon Description

Warning messages: To highlight information that is critical.

Tips: To provide any useful and extra information.

Notes: To highlight information that is important.


Term Definitions This user manual contains some technical terms that have special meaning in the context of the eBilling application. These are explained below:

User ID A unique ID assigned to the Vodafone eBilling user to login to the application. Admin users are authorised to create user IDs.

Assigned Numbers All service numbers that are associated with a user. Any numbers that are not associated with the user are called ‘Unassigned Numbers’.

Service Number / Service Agreement An identification code used to identify a user or account. Service number and Service contract are interchangeable terms.

Wild Card search: This search is useful when the user does not know the exact word to search for, some examples are:

o To search for all users whose name starts with “Jo” enter the search string as “Jo*”

o To Search all users whose service number ends with 3092 enter the string as “*3092”.

CSV Format (Comma Separated Values format): This is the format of the data export that is can be run from the application. Users can download data in this format and use MS Excel to do further analysis.

Monthly Charges The recurring charges that a user pays for every month of usage of services. These charges include Monthly rental, Data bundle, SMS bundle etc.

Subscriber Charges The charges aggregated at a service-number level.

Hierarchy / Account Structure An organisational console used by Business Managers and Admin Users to map department and personnel structures of a business customer. It is a user-friendly interface that enables users to quickly model personnel and departments. Business Managers or Admin Users can create account structures by clubbing account numbers, service numbers or users. This allows them to view reports and perform analysis for a specific group of account numbers, service numbers or users at a time. Hierarchy and Account structure are interchangeable terms.


Batch Report These are reports that can be run in the background in batch mode. This feature is used for large reports that take a long time to get created. Notifications can be configured (using the Notification Page) to send an e-mail notification to the user once the report has been successfully generated.

Module 1: Introduction


Introduction

Overview The Vodafone eBilling application is an online service that enables customers to easily access their account information and billing history.

This application provides online financial statements, bill history, detailed reports and powerful analytics to enable business users to gain deeper insight into their telephony spend.

User Roles

Vodafone Customer Roles Vodafone customers are able to perform various functions and tasks in the eBilling application based on the roles associated with them. The different user roles for this application are:

A. Personal User

Business Users use the application to view their account information and billing history. They have read-only access to account information. They can also manage their personal profile and personal address book.

B. Account Manager

Account Managers are responsible for viewing, analysing and paying invoices for all company accounts. They can also manage budgets, expenditure and usage patterns for groups of users. They are allowed to create groups and assign users to those groups based on their business needs. Account Managers are able to configure and manage user access control, run reports based on the structure and manage the portfolio efficiently. They can manage their profiles and the personal address books. Finally, they can also submit a service requests on behalf of the company.

C. Admin User or Super User

Admin Users or Super Users have access to all company roles and account information. They are responsible for managing the tasks such as enrolment, registration, corporate address book maintenance and access control management. Admin Users can create groups and assign users to those groups and provide access for billing data to managers. Admin users can also submit service requests on behalf of the company.

Module 1:


Getting Started Sign in to the Application To use this application, you need to first log on to https://ebilling.vodafone.ie/ebilling

Perform the following steps to navigate to the Sign In screen:

Figure 1: Sign In Screen

1. Enter the User ID and Password in the respective fields 2. User ID and password will be provided by your Vodafone Account Manager, Optima

contact or Business Care Executive. 3. Click Sign In.

If users forget their password, they should contact their Admin User within their company to get their password reset.

https://ebilling.vodafone.ie/ebilling�

Module 1: Getting Started


Vodafone eBilling Application Home Page

On successful login, the Application Home page is displayed. The Home page is divided into the following sections: Ebilling, My Account Overview, Quick Links, Contact Us, and Support.

Figure 2: Vodafone eBilling Home page Screen

Ebilling Section This section has links that enable users to navigate within the application. On clicking links in this section, the related forms or links to other options are displayed in the My Account Overview section.

My Account Overview Section This section, by default, displays the customer’s dashboard, which provides an overview of the account to the user.

Ebilling Section

My Account Overview Section

Quick Links Section

Contact us Section

Support Section

Module 1: Getting Started


Quick Links The right-hand side of the Home page displays Quick Links. These links take the user directly to the different options listed under the Ebilling section.

Contact us Section The Contact us Section directs the users to a form that helps them contact Vodafone personnel for questions related to their account.

Support Section The Support section has links that provide technical assistance to users. The links in this section take the user to the relevant support screens.

Module 2: Managing Personal Information


Managing Personal Information Users can manage their personal information by accessing the following path:

Ebilling My account Personal

This displays the Profile Details screen, which has three tabs— User access, Notifications and Contacts.

Profile Details

The User access tab is populated with details such as User ID, Phone Number, First Name, Last Name and Email. Users can change their first name, last name, e-mail address and access password using the User access tab.

Figure 3: User Access Screen

1. Enter the required details such as First Name, Last Name, Phone Number and Email. 2. Click Update to save the entries.

For resetting the password, click Change Password. If a user forgets the password, the user should contact the Admin User of their company to get their password reset.

Module 2: Managing Personal Information


Notifications In this tab, users can configure personal event-based notification preferences that control the delivery of e-mail messages to the user. The notifications available to users for selection are: • My bill is ready for viewing • My batch report is ready

The steps to set Notifications are as follows:

Figure 4: Notifications Screen

1. Select the required check box from the list displayed in the Notifications tab. 2. Click Update to update the settings.

For information about Contacts tab refer to Address Book section.

Module 3: Managing Company Information


Managing Company Information

The application allows Personal Users, Business Managers and Admin Users to view the company information. Users can view the company information by accessing the following path:

Ebilling My Account Company

This displays the Company Details screen that includes four tabs—Profile, Contacts, User and Settings.

Profile / Company Profile Users can view company information such as Company Name, Number of Accounts and Number of Service agreements under the Profile tab. Admin Users will also be able to view the total number of users by role for the company.

Figure 5: Company Profile Screen

For information about Contacts tab, refer to the Address Book section.



Manage Users Admin Users can manage the profile of any user to which they have access. Admin Users manage user information by adding, editing or deleting existing user details.

Search User Admin Users can search a user by First Name, Last Name, Role or User ID.

The steps to search users are as follows:

1. Enter the search criteria and click Submit.

Figure 6: Search User Screen

The application filters the user list by the search criteria and displays the list in the Report Details section.



Edit User Details

The steps to edit the user details are as follows:

1. Search user details to be edited using the procedure mentioned in the Search Users section.

Figure 7: Edit User Screen

2. Click the Edit link for the user that is to be updated. The application displays the edit user view.



Figure 8: Edit Company User Screen

3. Update fields such as First Name, Last Name, User ID, Email, Password and Role as required.

4. Click Update to update the entry.



Delete User

The steps to delete user details are as follows:

1. Search users to be deleted using the procedure mentioned in the Search Users section.

Figure 9: Delete Company User Screen

2. Click Delete for the user that is to be deleted. The application displays user details in read only format.



Figure 10: Delete Company User Screen

3. After verifying the details, click Delete to delete the entry.

After the Admin User deletes the details of a user, that person will not be allowed to login to the application using the ID that has been deleted.



Add User

The steps to add a user are as follows:

1. Click the Add New User in the Search for the Company Users screen. The application displays the Add User page.

Figure 11: Search for Company Users Screen



Figure 12: Add User Screen

2. Enter the First Name, Last Name, User Id, Email and Password. 3. Select a role from the Role drop-down list. 4. Click Save.



Reset Password

Admin Users can reset passwords of the users they have access to.

The steps to reset password are as follows:

1. Click the Reset Password on the Search for Company Users screen.

Figure 13: Search for Company Users Screen



Figure 14: Password Reset Screen

2. Enter the User Id. 3. Enter the Password. 4. Click Reset.

If an Admin User forgets their password they can contact other Admin Users of their company or a Vodafone Customer Sales Representative for resetting their password.



Administrative Settings Admin Users can use the administrative settings tab to assign Service Number to a user.

Search Service Agreement

The Admin user can search for a Service Agreement based on Account Number, Service Number, First Name, Last Name and User ID.

The steps to search for service agreements are as follows:

Figure 15: Administrative Settings Screen



1. Enter the search criteria in the appropriate field in the Search section. 2. Click Go.

Select the Display UnAssigned Service Agreements checkbox to select unassigned service numbers

The application filters the service agreements list by the search criteria and displays results with information such as Account Number, Service Number, First Name, Last Name, User ID and the Assign/Un-Assign links.



Assign User Action The steps to assign User Action are as follows:

1. Search Service Agreements by using the method mentioned in the Search Service

Agreement section.

Figure 16: Assign User Screen-Search Service Agreement

2. Select the Assign link for the relevant Service Agreement.



Figure 17: Assign User Screen

3. Select a user from the list of valid users. 4. Click Assign.



Un Assign Service Number The steps to un-assign User Action are as follows:

1. Search Service Agreements by using the method mentioned in the Search Service Agreement section.

Figure 18: Unassign User Screen-Search Service Agreement

2. Click the Un Assign link for the relevant Service Agreement.

3. The application displays the Un Assign Service Number page with the Service Number and User ID.



Figure 19: Unassign User Screen

4. Verify the details and click Un Assign.

Module 4: Address Book Maintenance


Address Book Maintenance The application allows managing the Corporate Address Book (CAB) and the Personal Address book (PAB) by adding, editing and deleting contact entries. The CAB can only be managed by an Admin User. However, the Personal User or Business Manager can manage their own PAB. The user can manage personal as well as business contact details by selecting appropriate contact types.

The contact name maintained in the address book is displayed beside the caller or the dialled phone number in the online statement. Details maintained in the address book are used to split the call data into Personal calls and Business calls while generating the bill. All calls made to a person or a company whose contact type is “Business” in the relevant Address Book (Cab or PAB) are treated as Business Calls. All other calls are treated as Personal Calls.

Figure 20: Split Bill Detail Transactions



Corporate Address Book Search Contact Entry The steps to search Company Contacts are as follows:

Figure 21: Company Contacts Screen

1. Select a contact attribute from the Filter By drop-down list. 2. Enter search string in the Search For field. 3. Click Go.

The application displays the contact details that match the specified search criteria.

The default filter setting is ‘exact match’, however wild cards may be used for ‘starts with’, ‘ends with’ and ‘contains’ using asterisks (*) before after or around the search string.

The user can download the searched contact details in CSV format by clicking the download CSV icon.



Edit Contact Details

The steps to edit contact details are as follows:

1. Search contact details to be edited using the procedure mentioned in the Search Contact Entry section.

Figure 22: Company Contacts Screen

2. Click the Edit link for the contact that is to be updated. The application displays the

populated contact form.



Figure 23: Edit Contact Screen

3. Update the fields such as First Name, Last Name, Alias and Phone Number as required. 4. Click Update to update the entry.



Delete Contact Details

The steps to delete contact details are as follows:

1. Search contact details to be deleted using procedure mentioned in the Search Contact Entry section.

Figure 24: Company Contact Screen-Search Contact

2. Click the Delete link for the contact that is to be deleted. The application displays the

contact details in read only format.



Figure 25: Delete Contact Screen

3. After verifying details, click Delete to delete the entry. After you delete a contact entry from the CAB, all calls made to this number by any user of the company will be treated as a Personal call. If a user has maintained the same contact details in their PAB and also marked this contact as a business contact, then calls to this contact will be marked as Business calls.



Add Contact

The steps to add a contact are as follows:

1. Click the Add New Contact tab in the Company Contacts screen. A blank contact entry form is displayed.

Figure 26: Company Contact Screen



Figure 27: Add Contact Screen

2. Enter the required details such as First Name, Last Name, Alias and Phone Number. 3. Click Add to update the entries.



Import Company Contacts

Admin Users can import contacts by uploading a file in a pre-defined format instead of entering contact details individually.

The steps to Import Company Contacts are as follows

1. Click Import Contacts in the Company Contacts screen.

Figure 28: Import Company Contacts Screen



Figure 29: Upload Contact Screen

2. Enter the file name or browse to select the file for upload. 3. Select the file and click Import.

Note that uploading a CSV file to the company Address Book will overwrite existing entries.



Print Contact Details

The steps to print corporate contact details are as follows:

1. Click the printer friendly icon. The application displays a printer friendly version of the corporate contacts list.

Figure 30: Print Contacts Details Screen

2. Select the print option on the browser to print the corporate contact list.



Personal Address Book Users can manage their personal as well as business contacts in the Personal Address Book. By default, the Contact Type is ‘Personal’.

Search Contact Entry

The steps to search Personal Contacts are as follows:

Figure 31: Personal Contacts Screen

1. Select a contact attribute from the Filter By drop-down list. 2. Enter a search word in the Search For field. 3. Click Go.

The application displays the contact details that match the search criteria.

The default filter setting is ‘exact match’, however wild cards may be used for ‘starts with’, ‘ends with’, and ‘contains’ using asterisks (*) before, after or around the search string. The user can download searched contact details in CSV format by clicking the download CSV icon.

Edit Contact Details



The steps to edit contact details are as follows:

1. Search contact details to be edited using the procedure mentioned in the Search Contact Entry section


2. Click the Edit link for the contact that is to be updated. The application displays the populated contact form.



Figure 33: Edit Contacts Screen

3. Update the fields such as First Name, Last Name, Alias, Phone number and Category as required.

4. Click Update to update the entry.



Delete Contact Details

The steps to delete contact details are as follows: 1. Search contact details to be deleted using the procedure mentioned in the Search Contact

Entry section.


2. Click Delete beside the contact that needs to be deleted. The application displays the

contact details in read-only format.



Figure 35: Delete Contacts Screen

3. After verifying the details, click Delete to delete the entry.

If a contact entry of type Business is deleted from the PAB, all calls made to this number will be treated as Personal calls.



Add Contact Details

The Add Contact section allows users to add new contact details in their personal address book.

The steps to add contact details are as follows:

1. Click Add New Contact in the Personal Contacts screen. A blank contact entry form is displayed.




Figure 37: Add Contact Screen

2. Enter the required details such as First Name, Last Name, Alias and Phone Number. 3. Select the appropriate Contact type from the Contact type drop-down. Contact types

available for selection are Business and Personal. 4. Click Add to add the details.



Print Contact Details

The steps to print contact details are as follows:

1. Click the printer friendly icon. The application displays a printer friendly version of the Contacts list.

Figure 38: Print Personal Contact Screen 2. Select the Print option on the browser to print the contact list.

Module 5: Reports


Reports The Vodafone eBilling application allows Personal Users, Business Managers and Admin Users to generate and view various financial reports for current as well as past periods. These reports can be viewed online, printed or downloaded in CSV format for analysing offline. This enables the users to gain deeper insight into their call charges.

The reports are categorised into the following groups:

Statements Analytics Billing Reports Business Reports Top Reports Budget Reports Search Usage

Users can view reports for all the accounts and service agreements associated with them. As per business requirements, Business Managers and Admin Users can create account structures by clubbing account numbers, service numbers or other users. This allows users to view reports and perform the analysis for a specific group of account numbers, service numbers or users. There are three types of account structures in the application — Billing Structure, Group Structure and Custom Structure. Group Structure is selected by default. When Custom Structure is selected, users can create multiple groups or structures. Users can change the selected account structure using the Change Structure option. The details of the currently selected account structure are shown at the top of the screen. While viewing reports for a Custom Structure, users cannot view Statements and Billing Reports. To view Statements and Billing Reports, the Billing Structure must be selected.

Figure 39: Account Structure Information Screen

In order to understand how to create an account structure and select the desired structure, refer to the Account Structure section.

Module 5: Reports


Statements

The application allows users to generate reports to view the summary of charges at Account, Service number and Usage type levels.

The various account statements available in the application are as follows:

• Billing Summary • Statement Summary • Account Summary • Service Summary • Usage Type Summary • Usage Details

Billing Summary The Billing Summary report displays the summary of charges across all accounts in a company. This report can be generated using the following path:

Ebilling Statements Billing Summary

Figure 40: Billing Summary Screen

By default, the application displays the charges for the current period. However, the user can also generate a report for a specific period by selecting an appropriate value in the Select Period list.

If the company has only one account then the application displays Statement Summary view.

This report allows users to view the summary of charges at account and service numbers level by clicking the Expand icon.

Module 5: Reports


To view the summary of charges at the account level, click the Expand icon next to the values of the column Type. The application displays a list of all accounts and summary of charges related to that account.

Figure 41: Billing Summary Screen with the Type expanded

To view the summary of charges at the Service Number level, click the Expand icon next to the values of the column Type. The application displays a list of all service numbers and summary of charges related to those service numbers.

Figure 42: Billing Summary Screen

The application allows users to navigate to Statement Summary, User Summary and Trend reports by clicking the account number, service number and T icon on in the report respectively.

To view the Balance summary, Charges details, Payment details and Adjustment details, click the desired account number. On clicking the account number,the application displays the Statement Summary report for the selected account number.

On click ing T, the application displays the Trend report .

On clicking the Service Number, the application displays User Summary

report .

On clicking the account number, a Statement Summary report is displayed. .

Module 5: Reports


To view the summary of Monthly Service charges and Usage charges, click the desired service number. On clicking the service number, the application displays the User Summary report for the given account number and service number.

To view the billing trend for a specific account or service number, click the T icon next to each Total amount value. On clicking T, the application displays the Trend Report for the selected account number or the service number.

Figure 43: Statement Summary Screen

Module 5: Reports


Figure 44: User Summary Screen

Figure 45: Trend Reports Screen

Module 5: Reports


Statement Summary

The Statement Summary report displays the Bill summary for a specified account number for the selected month.

This report can be accessed by using the following path:

Ebilling Statements Statement Summary

Figure 46: Statement Summary Screen

By default, the application generates the report for the current period. However, a user can generate a statement for the previous month by selecting an appropriate value from the Statement Date drop-down list.

If users have more than one account then they can select and view the statements for other accounts by selecting the account number from the Account Number drop-down list.

The user can view a summary of account and service agreement level charges by clicking Total Current Charges Due under the Current Charges section. On clicking this link, the application displays the Account Summary report for the selected account number.

Module 5: Reports


Figure 47: Account Summary Screen

Module 5: Reports


Account Summary

The Account Summary report displays a summary of the account level and service agreement-level charges.


Ebilling Statements Account Summary

Figure 48: Account Summary Screen

By default, the report will be generated for the current period. However, users can generate statements for previous months by selecting appropriate values from the Statement Date drop-down list.

If users have more than one account, they can select and view statements for those accounts by selecting the account number from the Account Number drop-down.

Module 5: Reports


The user can view the summary at usage type levels by clicking the Service Number in the report. On clicking this link, the application displays the User Summary report for the given account number and service number.


Module 5: Reports


User Summary

The User Summary report displays the usage type breakdown for each service type (voice, text messages and data) for a selected service number, for a selected month.


Ebilling Statements User Summary


The user can view the summary of charges for a specific service number for a specific month by selecting an appropriate Account Number, Service Number and Statement Date.

To view the call details, click the charges link under Total in the Usage Charges section. On clicking this link, the application displays the Usage Detail report.

Module 5: Reports


Figure 51: Usage Detail Screen

Module 5: Reports


Usage Detail

The Usage Detail report allows the user to view the report for the details of usage transactions for a selected service number for a specified period.

The user can access this report by using the following path:

Ebilling Statements Usage Detail

Figure 52: Usage Detail Screen

The user can generate the transaction details for a specific usage type for a specific month and a specific Service number by selecting the appropriate values for Account Number, Service Number, Statement Date and Usage Type.

If the contact details are maintained in the system then the application displays the name of the person instead of the Service number under the Number called column. The user can update the contact details by clicking a value under the Number Called

column. On clicking this link, the application opens a Phone Book Entry Window.

Users can change the category of the call and insert remarks by clicking a value under the Tariff column. On clicking this link, the application opens a new window with Service Transaction Detail. Users can change the call category by selecting the appropriate value

Module 5: Reports


option from the Change Call Category drop-down list and add remarks in the Add Memo text box. After updating call category and memo fields, click Submit.

Figure 53: Service Transaction Detail Pop-up Window

Figure 54: Phone Book Entry Pop-up Window

Module 5: Reports


Analytics

This section covers reports that allow users to analyse billing data by account, by service numbers or by group level. Users can access these reports using the following path:

Ebilling Analytics The analytics reports are divided into five different categories based on their usage.

Billing Reports Business Reports Top Reports Budget Reports Search Usage

Some of these reports can be customised by users as per their requirements. For

details on this, refer to the Custom Report Section.

There are a few reports that are very large and take a long time to process. The application allows the user to generate these reports in the background. Whenever

such batch reports are generated, the user is notified by an e-mail (if the user has configured the required notifications from the Notifications page). For scheduling

reports to run in the background please refer to the Batch Report section.

Billing Reports All Billing related reports can be accessed by using following path:

Ebilling Analytics Billing The various reports in the Billing section are as follows:

• Account Billing Overview • Account Billing Trend • Statement Billing Overview • Service Billing Overview • Service Billing Trend • Service Details • Total Cost by Plan • MIS Report • Agresso Report • Monthly Charges Report

The user can also generate these reports by selecting a report name from the list.

Module 5: Reports


Figure 55: Billing Reports Screen

Figure 56: Billing Reports Screen with Billing Reports Drop-Down

The user can view Billing reports only if the user has selected the Billing Structure account structure.

Module 5: Reports


Account Billing Overview

The Account Billing Overview report displays an overview of all billing accounts associated with the user. This report displays billing details at an account level in tabular formats along with charts for the selected period.

Figure 57: Account Billing Overview screen

To generate a report for a specific period, select the appropriate Period Range.

Users can view their billing details either in Bar chart format or Pie chart format. By default, the application displays information using Bar charts. To view data as a Pie chart, the user must select this chart type from the drop-down list.

Module 5: Reports


Users can view Service Billing Overview, Account Billing Trend and Accounts Billing Overview reports by clicking the links available in the report.

To view details at the Service Agreement level, click the values under Account Number column. On clicking this link, the application displays the Service Billing Overview report.

To view the billing trend for a specific account, click the T icon next to each Total amount value. On clicking this link, the application displays the Accounts Billing Trends report.

To view the statement details for an account, click the values under the Total Charges link. On clicking this link, the application displays the Statement Billing Overview report.

Figure 58: Service Billing Overview Screen

Module 5: Reports


Figure 59: Account Billing Trend Screen

Module 5: Reports


Figure 60: Statement Billing Overview Screen

Module 5: Reports


Account Billing Trend

The Account Billing Trend report tracks the monthly summary charge information for a selected billing account in a billing or group account structure for a selected Period Range.

This report can be accessed using the following path:

Ebilling Analytics Billing Reports

Figure 61: Account Billing Trend screen

The Account Billing Trend report displays summary of monthly charges in a Bar Chart format.

Users can generate the report for a specific period by selecting an appropriate Period Range.

Module 5: Reports


To view details at the Service Agreement level, click the values under the Period column. On clicking the link, the application displays the Service Billing Overview report.


Module 5: Reports


Statement Billing Overview

The Statement Billing Overview report displays the charge types summarised by the invoice.





To view the details of a particular statement, click the statement number value under the Statement column. On clicking this link, the application displays the Statement Summary report.

Module 5: Reports



Module 5: Reports


Service Billing Overview

The Service Billing Overview report displays the summary of charges for a selected group in the account structure for a selected period range.



Figure 65: Service Billing Overview screen

Module 5: Reports


Users can generate the Service Billing Overview report for a specific period by selecting an appropriate Period Range.

Users can select the Cost Reallocation and Show Split Billing options as per their requirements.

Cost Reallocation: This option controls how the account level charges are handled when displayed. If Display is selected then the application distributes the account level charges amongst the individual service numbers and displays the distributed charges. If Not Display is

selected then the application displays only subscriber charges for the service numbers.

The cost reallocation option is only available to Business Managers and Admin Users. If the cost reallocation option is not appearing on the screen, then select an appropriate option in the Cost Reallocation tab.

Split Billing: This option allows the user to view personal usage charges as well as business usage charges. To view both the charges, select Yes for Split Billing. If the user selects No then the application displays combined Usage Charges.


The user can navigate to the Service Details and Service Billing Trend report by clicking the links displayed in the report.

Module 5: Reports


To view call details information, click the value under the Service Number column. On clicking this link, the application displays the Service Details report.

To view the billing trend for a specific Service Number, click the T icon next to each Total amount value. On clicking the T icon, the application displays the Service Billing Trend report.

Figure 67: Service Details Screen

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Figure 68: Service Billing Trend Screen

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Service Billing Trend

The Service Billing Trend report displays a summary of charge information for a selected period range for a selected group in the account structure. This report displays the information in a Bar Chart format. The Service Billing Trend report can be accessed by using the following path: Ebilling Analytics Billing Reports



Module 5: Reports


The user can select the Cost Reallocation option based on the requirement.

Cost Reallocation: This option controls how the account level charges are handled when displayed. If Display is selected then the application distributes the account level charges amongst the individual service numbers and displays the distributed charges. If Not Display is selected then the application displays only subscriber charges for the service numbers.

The cost reallocation option is available only to Business Managers and Admin Users. If the cost reallocation option is not appearing on the screen then select an appropriate option in the Cost Reallocation tab.

To view call detail information, click the value under the Period column. On clicking this link, the application displays the Service Details report.


Module 5: Reports


Service Details

The Service Details report displays the call detail information for a selected period range for a selected group in an account structure.





Users can select usage type (Voice, Data or Message) from the Usage Type drop-down list.

Users can click the Tariff details value or the category value to Change Call Category. On clicking this link, the application displays a new dialog box with call details and an option to change the call category and add a Memo.

Module 5: Reports


Figure 72: Service Transaction Detail Pop-up Window

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Total Cost by Plan

The Total Cost by Plan report displays plan wise cost for a specified period range for a selected group in the account structure.



Figure 73: Total Cost by Plan screen


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MIS Report

The MIS report displays the summary of charges for a selected group in the structure for a selected period range.



Figure 74: MIS Report Screen

Users can generate the MIS report for a specific period by selecting an appropriate Period Range.

Users can select the Cost Reallocation option based on their requirements.

Module 5: Reports


Cost Reallocation: This option controls how the account level charges are handled when displayed. If Display is selected then the application distributes the account level charges

amongst the individual service numbers and displays the distributed charges. If Not Display is selected then the application displays only subscriber charges for the service numbers.

The cost reallocation option is only available to Business Managers and Admin Users. If the cost reallocation option is not appearing on the screen then select an

appropriate option under the Cost Reallocation tab.

Users can navigate to the Service Details and Service Billing Trend report by clicking the links displayed in the report.

To view call details information, click the Service Number value under the Service Number column. On clicking this link, the application displays the Service Details Report.

To view the billing trend for a specific Service number, click the T icon next to each Total amount value. On clicking the T icon, the application displays the Service Billing Trend report.

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Agresso Report

The Agresso report displays the summary of charges along with special information such as Geography, Division and Department for a selected group in the structure for a selected period range.



Figure 77: Agresso Report Screen

Users can generate the Agresso report for a specific period by selecting an appropriate Period Range.

Users can select the Cost Reallocation option based on their requirements.

Cost Reallocation: This option controls how the account level charges are handled when displayed. If Display is selected then the application distributes the account level charges

amongst the individual service numbers and displays the distributed charges. If Not Display is selected then the application displays only subscriber charges for the

Module 5: Reports


service numbers.

The cost reallocation option is only available to the Business Managers and Admin Users. If the cost reallocation option is not appearing on the screen then select an appropriate option in the Cost Reallocation tab.

Users can navigate to Service Details and Service Billing Trend report by clicking the links available in the report.

To view call details information, click the Service Number value under the Service Number column. On clicking this link, the application displays the Service Details Report.

To view the billing trend for a specific Service Number, click the T icon next to each Total amount value. On clicking the T icon, the application displays the Service Billing Trend report.


Module 5: Reports



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Business Reports

Business Reports can only be viewed by Business Managers and Admin Users. Business Reports allow users to view reports and perform analysis for a specific group of accounts, service numbers and users. To view the reports for a specific group, the user must select the desired account structure using the Change Structure option. After selecting the proper structure, the user can access the business reports by using the following path: Ebilling Analytics Business

The various reports in the Business section are as follows:

• Group Summary (Group Spending Summary Report) • Group Spending (Group Spending Tree View Report) • Group Spending Trend • Service Spending Trend • Monthly Charges Report

Group Summary (Group Spending Summary Report) The Group Summary report displays total charges for the current structure for a selected period.


Ebilling Analytics Business Reports

Figure 80: Group Summary Screen

The user can generate the report for a specific period by selecting an appropriate Period Range. The user can drill down to view details of charges at the next level by clicking the Expand icon.

Module 5: Reports


Figure 81: Group Summary Screen

The user can view Group Spending and Group Spending Trend report by clicking the available links in the report.


To view the Group Spending report, click group names under the Name column. On clicking this link, the application displays the Group Spending report.

To view the Group Spending Trend report, click the T icon next to each Total amount value. On clicking the T icon, the application displays the Group Spending Trend report.

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Figure 82: Group Spending Report Screen

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Figure 83: Group Spending Trend Report Screen

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Group Spending (Group Spending Tree View Report)

The Group Spending report displays the total charges for the selected group in a structure for the selected period.



Figure 84: Group Spending Screen


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Cost Reallocation: This option controls how the account level charges are handled when displayed. If Display is selected then the application distributes the account level charges amongst the individual service numbers and displays the distributed charges. If Not Display is selected then the application displays only subscriber charges for the service numbers. Users can view Service Details and Service Spending Trend report by clicking the available links in the report.

To view the Service Details report, click the values under the Service Number column. On clicking this link, the application displays the Service Details report.

In case the value under Service column tab is a group consisting of accounts or service numbers then the application displays Group Spending report for the selected group. In the above example report, if a user clicks Group A, Group B or Group C then the applications displays Group Spending report for the selected

group.

To view the billing trend report, click the T icon next to each Total amount value. On clicking the T icon, the application displays the Group Spending Trend report.

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Figure 86: Group Service Trend Report Screen

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Group Spending Trend

The Group Spending Trend Report displays the monthly summary charge information for a specified period for a selected group in a structure.



Figure 87: Group Spending Trend Screen


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Users can view the Group Spending report by clicking the values under the Period column. On clicking this link, the application displays the Group Spending report screen.

Figure 88: Group Spending Report Screen

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Service Spending Trend

The Service Spending Trend report displays the summary of charge information over a period range for a selected structure.



Figure 89: Service Spending Trend screen


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To view the details on group spending information click the values under the Period column. On clicking this link, the application displays the Service details report screen.

Figure 90: Service Details Report Screen

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Monthly Charges Report

The Monthly Charges report displays charges for usage types (SMS, Voice and Data) along with monthly and other charges for a selected period.



Figure 91: Monthly Charges Report screen

If users have multiple account numbers, they can select the account numbers from the Account Number drop-down box.


Module 5: Reports


Top Reports

The Top Reports section includes reports that display information about the spend on services and frequency of activities.

The various reports in the Top Reports section are as follows:

• Highest Spending Services • Least Spending Services • Most Expensive Calls • Longest Calls • Most Frequently Called Numbers • Most Frequently Called Destinations • Most Frequently Called Countries

The Top Reports can be accessed by using the following path:

Ebilling Analytics Top Reports

Figure 92: Top Reports Screen

Module 5: Reports


Highest Spending Services

The Highest Spending Services report displays the highest spending service numbers for the selected structure, for a selected period range.

This report can be generated using the following path:

Ebilling Analytics Top ReportsHighest Spending Services

Figure 93: Highest Spending Services Report Screen


By default, the application displays 10 records. Users can view the details of 10, 25, 50 or 100 service numbers at a time. This can be done by selecting the appropriate value from the Number of results drop-down list.

Module 5: Reports


The application allows users to view the Service Details and the Service Trend report by clicking the appropriate link in the report.

To view the Service Details report, click the service number value under the Service Number column. On clicking this link, the application displays the Service Details report for the selected service number and for the selected period range.

To view the Service Spending Trend report, click the T icon next to each Total amount value. On clicking the icon, the application displays the Service Spending Trend report for the selected service number and for the selected period range.

Figure 94: Services Details Screen

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Least Spending Services

The Least Spending Services displays the least spending service numbers for the selected structure, for a selected period range.

This report can be generated using the following path:

Ebilling Analytics Top ReportsLeast Spending Services

Figure 96: Least Spending Services Screen


Module 5: Reports


By default, the application displays 10 records. Users can view the details of 10, 25, 50 or 100 service numbers at a time by selecting the appropriate value from the Number of results drop-down box.

The application allows users to view the Service Details report and the Service Trend report, by using the appropriate link in the report.

1. To view the Service Details report, click the service number value under the Service Number column. The application displays the Service Details report for the selected service number and for the selected period range.

2. To view the Service Spending Trend report, click the T icon next to each Total amount value. On clicking the T icon, the application displays the Service Trend report for a related service number and for a selected period range.

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Most Expensive Calls

The Most Expensive Calls report displays the details of the most expensive calls for the current structure for a selected period range.


Ebilling Analytics Top ReportsMost Expensive Calls

Figure 99: Most Expensive Calls Screen



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Users can click the Tariff details value or the Category value to Change Call Category. On clicking this link, the application displays a new dialog box with call details and an option to change the call category and add a Memo.

Figure 100: Service Transaction Detail pop up Window Screen

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Longest Calls

The Longest Calls report displays the details of the longest calls for the current structure for a selected period range.


Ebilling Analytics Top ReportsLongest Calls

Figure 101: Longest Calls Screen



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Users can click the Tariff details value or the Category value to Change Call Category. On clicking this link, the application displays a new dialog box with call details and an option to change the call category and add a Memo.

Figure 102: Service Transaction Details pop up Window

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Most Frequently Called Numbers

The Most Frequently Called Numbers report displays details of the most frequently called numbers for the selected structure for selected period range.


Ebilling Analytics Top ReportsMost Frequently Called Numbers

Figure 103: Most Frequently Called Numbers Screen



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Most Frequently Called Destinations

The Most Frequently Called Destinations report displays details of most frequently called destinations for the current structure for a selected period range.


Ebilling Analytics Top ReportsMost Frequently Called Destinations

Figure 104: Most Frequently Called Destinations Screen



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Most Frequently Called Countries

The Most Frequently Called Countries report displays details of most frequently called countries for the selected structure for a selected period range.


Ebilling Analytics Top ReportsMost Frequently Called Countries

Figure 105: Most Frequently Called Countries Screen



Module 5: Reports


Search Usage Report The application allows users to generate a call report based on a custom search.


Ebilling Analytics Search Usage

Figure 106: Search Usage Report Screen

To generate the report, enter required values for the given parameters and click Search Usage. On clicking Search Usage the application generates filters calls based on given criteria and displays the report.

Module 5: Reports


Budget Reports The Budget Reports section allows users to generate reports on budgeted amounts against actual charges incurred over a period of time and also define budgets at the subscriber level.

These reports can be accessed by using the following path:

Ebilling Analytics Budget Reports

Figure 107: Budget Reports Screen

Module 5: Reports


Group Budget Report

The Group Budget Report displays budgeted amounts against actual charges incurred over a period of time. This is a sum of all charges, including taxes and rounding if any, for all groups below the current selected group in the account structure.


Ebilling Analytics Budget ReportsGroup Budget Report

Figure 108: Group Budget Report Screen

Module 5: Reports


Service Budget Reports The Service Budget report displays the budgeted amount against the actual charges incurred over a period of time. This is a sum of all charges, including taxes and rounding, if any for all groups below the selected group in the account structure.

Figure 109: Service Budget Report Screen

Module 5: Reports


Budget Management

The Budget Management report allows Users to allocate a budget at the service number (subscriber) level. These budget amounts then roll up to the groups to define the group level budget.


Ebilling Analytics Budget Report

Figure 110: Yearly Budget Report Screen

The steps to allocate a budget to service number are as follows:

1. Select the financial year from the Budget Year drop-down list. 2. Click the Service Number link to allocate the budget. On clicking the Service Number the

application displays the budget grid for twelve months.

Module 5: Reports


Figure 111: Budget Report Management Screen

3. Enter the budget amount and click Submit to save the changes.

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Cost Reallocation Setting

This section allows users to define the cost reallocation settings at an account level. Based on the selected option, reports show the “Display” option or the “Not Display” option. The cost allocation changes are handled as per the option selected.

These settings affect the following reports.

Group Summary Group Spending Trend Service Spending Trend Group Spending Account Billing Overview

Figure 112: Cost Reallocation Setting Screen

To change the settings, select the appropriate option and click Submit.

Module 5: Reports


Custom Reports

Users can customise reports and save these reports for future use. The customisation is limited to changing the view of the report by adding or removing columns from a pre-defined set of columns and changing the filter criteria for the reports.

The application allows the user to customise only few selected reports. To customise a report, select reports and click the Customize tab. This tab will be enabled only if customisation is allowed for a selected report.

The steps to create a new Customized report are as follows.

1. Select the report which needs to be customised. Select the Customize tab.

Figure 113: Customize Service Details Screen

2. Enter the appropriate filter criteria for predefined list of fields.

Module 5: Reports


3. Select the columns to be displayed in report from the Available Fields and click Add. 4. Click Submit to save the changes. 5. On clicking Submit, the application asks for the name of the report.


6. Enter the appropriate Report Name and click Submit. 7. The application prompts for confirmation to save report for future use. To save the report

for future use, click Submit.

Figure 115: Customize Service Details Screen-Confirmation

Module 5: Reports


View Custom Report

To view the existing custom reports, click Custom Reports tab. This tab shows a list of all reports which the user has customised and saved earlier. Each report has a description, the Date Modified and the option to edit or delete the report.

Figure 116: View Custom Report Screen

To view customised reports, click the existing report name. On clicking the link, the application generates the reports based on the saved filter criteria.

Module 5: Reports


Edit Custom Report

The steps to edit a Custom report are as follows:

1. Click Custom Reports tab. The Custom Report tab displays list of all reports which the user has customised and saved earlier.

2. Click Edit to edit the customised report. 3. On clicking Edit, the application displays the Custom Report screen populated with the

filter criteria selected earlier. Users can change the criteria as per their requirements.


4. After changing the criteria and column preferences, click Submit to save the report.

Module 5: Reports


Delete Custom Report

The steps to delete a custom report are as follows.

1. Click Custom Reports tab. Customs Report tab displays list of all reports which the user has customised and saved earlier.

2. Click Delete to delete the customised report. 3. On clicking Delete, the application prompts for a confirmation.

Figure 118: Delete Custom Report Screen

4. To delete a report, click Delete.

Module 5: Reports


Batch Reports

These are reports that can be run in the background in batch mode. This feature is used for large reports that take a long time to get created. Notifications can be configured (using the Notification Page) to send an e-mail notification to the user once the report has been successfully generated.

The steps to schedule a report to generate in the background are as follows:

1. Select the report to be generated in the background and click the Batch Request tab.

Figure 119: Batch Request Screen

2. Enter the required parameter value and click Generate Report. 3. On clicking Generate Report, the application displays report details and asks for the

name of the report.

Figure 120: Batch Request Screen

4. Enter appropriate Report Name and click Create.

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View Batch Reports

To view existing scheduled reports, click Batch Reports tab. The application displays a list of all scheduled reports with details such as Report Name, Request Date, Run Date and Actions links for viewing and deleting the report.

Figure 121: View Batch Reports Screen

To view details of report, click View. On clicking the link, the application displays the Batch Parameters screen. This screen displays report details along with selected parameter value.

Figure 122: View Batch Reports Screen

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To delete a report, click Delete in Batch Reports screen. On clicking the link, the application prompts for the confirmation. To delete a report, click Delete.

Figure 123: Delete Batch Reports Screen

Module 6: Customer Service Representative


Account Structure

The Account Structure provides an organisational console to map the department and personnel structures of a business customer's entire enterprise as per their requirement. It is a user-friendly interface, which enables authorised users within an organisation to quickly model personnel and departments. After defining the account structure, a user can navigate and run reports based on the defined structure. The process of defining the account structure is a multistage process. The diagram below displays various stages of the account structure life cycle.

Figure 124: Account Structure Screen



Edit Structure

Users can use the Edit Structure option to create new business hierarchies, copy and delete hierarchy, import an existing XML file and publish a hierarchy to create a version set for a specified period of time.

Users can access the screen using the following path:

Ebilling Account Structure Edit Structure

Figure 125: Edit Structure screen



Create Hierarchy

The Create Hierarchy option allows users to create a new hierarchy.

Users can access the option using the following path:

Ebilling Account Structure Edit StructureCreate Hierarchy

The steps to Create Hierarchy are as follows:

1. Select the Custom Structure option from the Hierarchy Type drop-down.

Figure 126: Create Hierarchy screen

2. Enter the Hierarchy Name and Description. The Hierarchy Name must be unique. 3. Click Submit to create a new hierarchy.



Copy Hierarchy

The Copy Hierarchy option allows the user to copy an entire existing hierarchy to create a new hierarchy.

The user can access this option using the following path:

Ebilling Account Structure Edit StructureCopy Hierarchy

The steps to Copy Hierarchy are as follows:

1. Select the Custom Structure option from the Hierarchy Type drop-down. 2. From the Hierarchy Name drop-down, the user selects the hierarchy name, which needs to

be copied.

Figure 127: Copy Hierarchy screen

3. Select the period of hierarchy to be copied from the Period drop-down. 4. Click Submit to copy the hierarchy. On clicking Submit, the application displays the

hierarchy in the left pane and its Details in the right pane.




5. Click Copy in the Details section in the right pane. The application prompts for the hierarchy name and description.




6. Enter the Hierarchy Name and Description. The Hierarchy Name must be unique. 7. Click Submit. Note that the hierarchy gets copied with the default status as Unpublished.



Import Hierarchy

The Import Hierarchy option allows a user to import a hierarchy. Only XML file type can be imported that comply with the hierarchy load data format specifications.

The user can access the option using the following path:

Ebilling Account Structure Edit StructureImport Hierarchy

The steps to Import Hierarchy are as follows:

1. Select a file by clicking Browse.

Figure 130: Import Hierarchy Screen

2. Select an option from Start Period and End Period drop-downs. 3. Click Submit. On clicking Submit, the application displays status of import a file along with

details of hierarchy in Import Status text box.



Figure 131: Import Hierarchy Screen



Publish Hierarchy

The Publish Hierarchy option allows the user to publish a newly created hierarchy. A hierarchy can be published only once and cannot be published after it has expired.


Ebilling Account Structure Edit StructurePublish Hierarchy

The steps to Publish Hierarchy are as follows:

Figure 132: Publish Hierarchy Screen

1. Select Custom Structure option from the Hierarchy Type. 2. Select the Hierarchy Name from the drop-down that needs to be published. If a hierarchy is

already published then it will not be displayed in the drop-down. 3. Select the Start Period and End Period from the drop-downs. The End period has to be

greater than the Start Period. 4. Click Submit.



Download Hierarchy

The Download Hierarchy option allows the user to download a hierarchy. Any type of hierarchy can be downloaded. The user can download only in the XML format.

The user can access the option using the following path:

Ebilling Account Structure Edit StructureDownload Hierarchy

The steps to Download Hierarchy are as follows:

Figure 133: Download Hierarchy Screen

1. Select Hierarchy Type, Hierarchy Name, Period and Format. Currently, only XML format is supported.

2. Enter a name in the New Name field. 3. Click Submit. On clicking Submit, the File Download pop-up box is displayed.



Figure 134: Download Hierarchy Screen

4. Click Open to open the file or Save to save the file on desktop.



Expire Hierarchy

The Expire Hierarchy option allows users to expire/de-activate (stop version replication) of a non-billing hierarchy. Admin Users can ‘expire’ any hierarchy created by other users as well. Business Managers can expire only those hierarchies that have been created by them.


Ebilling Account Structure Edit StructureExpire Hierarchy

The steps to Expire Hierarchy are as follows:

Figure 135: Expire Hierarchy Screen

1. Select Hierarchy Type. 2. Select Hierarchy Name from the drop-down that you want to set as expired. 3. Select a period from Valid Through Period drop-downs. 4. Click Submit. On clicking Submit the application displays the hierarchy details and prompts

for confirmation.



Figure 136: Expire Hierarchy Screen

5. After validating, click Expire to set the hierarchy as expired.



Delete Hierarchy

The Delete Hierarchy option allows a user to delete a non-billing hierarchy.


Ebilling Account Structure Edit StructureDelete Hierarchy

The steps to Delete Hierarchy are as follows:

Figure 137: Delete Hierarchy screen

1. Select Hierarchy Type and Hierarchy Name. 2. Click Submit. On clicking Submit, the application prompts for confirmation.

Figure 138: Delete Hierarchy Screen

3. Click Ok to confirm deletion.



Manage Structure

The Manage Structure option allows user to manage various elements within the created hierarchy. Users can add or delete accounts, groups, service numbers or users in the structure. Manage Structure is the default sub tab displayed under the Account Structure tab.


Ebilling Account Structure Manage Structure

The Manage Structure screen comprises three panes: Top Pane, Bottom Left Pane and the Bottom Right Pane. Each of these panes contains different screen elements.

Figure 139: Manage Structure Screen



The Top pane consists of the elements such as Hierarchy Type, Hierarchy Name, Period, Hierarchy Location, Element, Status, Attribute and Keyword.

1. Hierarchy Type

There are three different types of hierarchies available in the system—Billing Structure, Custom Structure and Group Structure. The default hierarchy type is Group Structure. Based on selection of a hierarchy type, the value in all other drop-down boxes gets populated. Billing structure displays data at three levels—Company, Account Number and Service Number. For multiple levels of hierarchy, the user should select the Group Structure. To create customised structures or groups as per requirements, the user should select the Custom Structure.

2. Hierarchy Name

The Hierarchy Name specifies the name of the hierarchy for which the structure is to be maintained. The Hierarchy Name drop-down box gets populated with names of hierarchies based on the Hierarchy Type. When the user selects a hierarchy type as a custom structure, then the Hierarchy Name drop-down box is populated with all the published and unpublished hierarchy names created by the user using the Edit Structure option.

3. Period The Period field specifies the month when you are acting on the selected hierarchy. The drop-down options for this field are Monthly, up to 12 periods and the default for this field is the current month.

If the selected hierarchy is unpublished then the Period drop-down list is populated with Unpublished.

4. Element

The Element field specifies the type of elements from the hierarchy that you intend to add or delete in the hierarchy. The drop-down options for this field depend upon the value specified in the Hierarchy Type field. The drop-down options are Company, Accounts, Service Agreements and Users.

5. Status

The Status field gets populated with values based on the Element field value. The drop-down options are:

1. When the Element is specified as Company or Groups, the drop-down option is Assigned.

2. When the Element is specified as Accounts or Services, the drop-down options are Assigned and Unassigned.

3. When the Element is specified as Users, the drop-down options are—Assigned, Unassigned, Authorized and Unauthorized

6. Attribute



The Attribute field specifies the attributes for the element selected in the Element field. This is an optional field. The drop-down options for this field vary based upon the attributes available for the element selected. After the element has been selected the Attribute drop-down list is repopulated with both standard and custom attributes related to that element.

7. Keyword

The Keyword is a freeform text field that enables further filtering of search results.

8. Hierarchy Location

The Hierarchy Location is a radio button that specifies the scope of the search or the action being performed. The options for this radio button are Entire Hierarchy and From Current Position (default).

Bottom Left Pane

The Bottom Left Pane displays the following information:

Figure 140: Manage Structure Screen- Bottom Left Pane



1. Hierarchy Display

Based upon the hierarchy criteria entered in the top pane, a detailed tree view of the hierarchy is displayed in this tab. The hierarchy is displayed with the root node and the elements one level below.

If the number of nodes in the current group is more than a threshold amount, paging occurs. The user is allowed to navigate to the next group or the previous group of nodes. The default number of items in a group that triggers paging is 50.

If the node is a grouping node such as Company, Account, Cost Center, or Group and the object has at least one child an Expand option icon is displayed beside the node. On the same lines, if a node has been expanded a collapse option icon is displayed beside the node.

If users select a root node or some other lower position, then this action is termed as Set Position action. This is also referred as the current selected structure or the current context and all reports get generated for this selected structure or element.

The application displays the last modified date and time and the name of the user who modified the structure above the Hierarchy Display tab.

Bottom Right Pane

The Bottom Right Pane consists of the following tabs:

1. Details

The Details tab displays various attributes of the link object selected in the hierarchy tree. This information may be displayed as text, text box and drop-down list. The editing method is configurable on an individual link target object and the attribute level. Both default and custom attributes are displayed here.

Figure 141: Manage Structure Screen- Bottom Right Pane



2. Elements

The Element list gets populated in this tab based on the filter criteria entered in the Top pane. In reference to the display under this tab, the following key points need to be considered:

• If all the search results can‘t be displayed on a single page, paging occurs. If the search results in more than the threshold number of results, the user is notified that there are only first 1000 records that match the criteria. Users are then prompted to refine their search criteria to reduce the number of records in the result set. This number is configurable.

• The entire result set is selected or deselected if the check box on the header of a column is checked or unchecked,


Various actions can be performed on the result set displayed under this tab. These are:

• Add an element to the current version of the hierarchy by clicking Add. • Remove an element from the current version of the hierarchy • Reset the previous context by clicking the Reset. • Delete an element.



An element can be added to the hierarchy only if the Status of the element in the top pane is Unassigned.

An element can be removed from the hierarchy only if the Status of the element in the top pane is Assigned.

An element can be removed from the hierarchy only if the element type is a Group.

3. Move

Under this tab Users can move an element from one node to another within the same hierarchy. The Move action changes the structure of the current version of the organisation.


If a group node in the hierarchy is selected, all nodes under it also get selected.

The Move action can only be performed if the Hierarchy Type in the top pane is Organisation. Move can not happen if the Hierarchy Type is Billing or Group structure.

Besides the mentioned screen elements various buttons are displayed on the screen at different places. However, their function remains more or less the same. These buttons are:

Submit: Click Submit to save any changes made to the data in the editable filed(s). Reset: Click Reset to clear the entries or selections and reset the previous context. Remove: Click Remove to remove or delete the element from the current version of the hierarchy. This is an irrevocable action.



Create an Element

The Manage Structure application allows users to create an element within a specific hierarchy.

The steps to create an element are:

1. Specify the hierarchy criteria in the top pane.

Figure 144: Manage Structure Screen-Top Pane

2. Click Submit. On clicking, Submit the application displays the tree view of the specified hierarchy in the bottom left pane.

Figure 145: Manage Structure Screen-Hierarchy Display

3. Select the type of element required from the New drop-down list. 4. Click the object in the hierarchy where you wish to add the new element.



5. Click Submit. On clicking Submit, the application prompts for values under the Details tab.

Figure 146: Manage Structure Screen-Create Group

6. Enter the required details about the element in the space provided against the relevant fields.

7. Click Submit to add the new element to the hierarchy.



Compare Structure The application helps user to find a particular group, account, services, and/or attributes for any node or leaf within a hierarchy.


Ebilling Account Structure Compare Structure

The steps to Compare Structure are as follows:

Figure147: Compare Structure Screen

1. Select an option from the Hierarchy Type, Hierarchy Name, Period 1 and Period 2 drop-downs. 2. Click Submit. On clicking Submit, the application displays the structures for selected period. The

bottom left pane displays a tree view of selected hierarchy tree for Period 1 context. The bottom right pane displays graphical view of the selected hierarchy tree for Period 2 context.



Figure 148: Compare Structure Screen Listing Hierarchy

Documents

Vodafone eBilling User Manual