Vodavi Call Sort Pro Users Guide

							Configuring Call Pricing2-13
May 1999Configuring Collection
4. In the Select Band pull-down menu, highlight the band to modify, and click on 
, or click  to define a new band. A dialog box similar to the 
following is displayed (it will contain entries if you are modifying):
Figure 2-6: Method Tab - Price Band
5. In the Start and End fields, enter the time of day that the band should be in effect. This 
will allow you to set up different price schedules for different times of the day. If the 
band should be in effect 24 hours a day, set Start to 00:00 and End to 23:59. Use 24-hour 
(hh:mm) notation to define the Start and End times. Make certain that you account for 
all hours of the day when assigning charges or the system may behave erratically.
6. In the Band Element in Effect On area in the bottom left-hand corner of the screen, 
check the time period that applies. These options allow you to charge different rates on 
certain days. If you want your charge band to be in effect 365 days a year, check All 
Days.
7. Under the Initial-Effective (sec) field, enter the time period to represent the first charge 
period (for example, 60 to make the first charge period one minute long). This will make 
the first charge period one minute long. Set the first Cost/Period field to the cost for this 
period, and re-enter the time in the per seconds box (for example, .15 per 60 seconds to 
charge 15 cents for the first minute).  
						

							2-14Configuring Call Pricing
Configuring CollectionMay 1999
8. In the pricing table, enter the following values as described.
CALL PRICING EXAMPLE 
I would like to price the calls between 7:00a and 5:30p, Monday through Friday, using these 
costs:
†$1 per minute during the first minute of each call.
†Each additional minute at 50 cents per minute.
†1 cent per second during the initial minute of the call.
†The next minute at 2 cents per second during the second minute of the call.
†Each additional minute at 50 cents per minute.
To set up this scenario, perform the following steps:
1. Select the appropriate Call Model for this pricing method. (Choose Local for this 
sample.)
2. Click on the Method tab, choose Price Band as the Pricing Method, and click on .
3. Type a name for this Price Band in the Name field and click on .
4. Enter 07:00 for the Start Time and 17:30 for the End Time.
Table 2-7: Pricing Band Field Descriptions
Field Description
Initial-Effective (sec) Initial time for the entire cost/period to be in effect.
Initial-Cost/Period Price per period.
Initial-Period (sec) Amount of time priced for the Initial Cost/Period option.
Next-Effective (sec) Time period to represent the next time for the entire cost/
period to be in effect.
Next-Cost/Period Price per interval defined by the Next Period (sec) option.
Next-Period (sec) Interval priced by the cost the Next Cost option.
Rest-Cost/Period Price per interval defined by the Rest Period (sec) option.
Rest-Period (sec) Interval priced by the cost defined by the Next Cost option. 
						

							Configuring Call Pricing2-15
May 1999Configuring Collection
5. Click on , under the Band In Element On option, and enter as follows:
6. Click on ; enter 00:00 for the Start Time and 06:59 for the End Time, 
click on  under the Band in Element On option, and enter as follows:
7. Click on ; enter 17:31 for the Start Time and 23:59 for the End Time, 
click on  under the Band in Element On option, and enter as follows:
8. Click on ; enter 00:00 for the Start Time and 23:59 for the End Time, 
click on  under the Band in Element On option, and enter as follows:
9. If you need to set up more price rates for different times of the day or week, do so now. 
Otherwise, press .
Initial-Effective = 60 Next-Cost/Period = 0.05
Initial-Cost/Period = 1.00 Next-Period = 60
Initial-Period = 60 Rest-Cost/Period = 0.05
Next-Effective = 60 Rest-Period = 60
Initial-Effective = 60 Next-Cost/Period = 0.05
Initial-Cost/Period = 0.05 Next-Period = 60
Initial-Period = 60 Rest-Cost/Period = 0.05
Next-Effective = 60 Rest-Period = 60
Initial-Effective = 60 Next-Cost/Period = 0.05
Initial-Cost/Period = 0.05 Next-Period = 60
Initial-Period = 60 Rest-Cost/Period = 0.05
Next-Effective = 60 Rest-Period = 60
Initial-Effective = 60 Next-Cost/Period = 0.02
Initial-Cost/Period = 0.01 Next-Period = 1
Initial-Period = 1 Rest-Cost/Period = 0.05
Next-Effective = 60 Rest-Period = 60 
						

							2-16Configuring Call Pricing
Configuring CollectionMay 1999
Specifying Markups/Minimums
To specify markup charges and minimum durations for charges, perform the following steps: 
1. At the Collection module’s main screen, select  from the Configure 
menu.
2. In the Service dialog box, specify the markups and minimums you want.
3. In the Define Service dialog box, click on .
Figure 2-7: Markups Tab
4. In the Markup Group pull-down menu, you can use the pre-defined markups and 
minimums, or click on  as needed for further definition. 
						

							Configuring Call Pricing2-17
May 1999Configuring Collection
5. Use the following table to complete the markup and minimum duration charge fields as 
described:
Completing Collection Configuration
When you have finished the procedures covered in this chapter, you can begin having CallSort 
Pro collect call records for use in reports. Proceed with Chapter 3, 
Running Collection.
Table 2-8: Markup/Minimum Field Descriptions
Field Description
Markup Group Select Name of the markup scheme you would like to use.
Name When creating a new Markup scheme, you enter the name of the markup 
scheme here.
Connect Time Amount of time that is allotted before pricing is started.
Min Duration If a call is shorter than the minimum duration, the call will not be priced by 
normal pricing methods.
Min Dur Cost Dollar amount to charge for the minimum duration of a call. Note that 
Connect Time + Min Duration time are only charged this amount. This is 
before any other pricing begins. Taxes are applied to this cost.
Markup Percentage Markup for the total cost of the call.
Surcharge Any Additional amount, in dollars, to be applied to a call.
Min Cost Minimum cost of any telephone call. If a call does not reach this threshold 
via other pricing methods, the call is priced at the minimum cost.
Federal Tax Percentage of tax to apply to the cost of the call, plus any markups or 
surcharges.
State Tax
Local Tax 
						

							2-18Configuring Call Pricing
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							CallSort Pro v3.0 User’s Guide May 1999
3 Running Collection
Now that you have defined SMDR records and configured the Collection module to price calls, 
you’re ready to have CallSort Pro begin collecting data from your system.
Ongoing Operation
Collecting data on an ongoing basis is a very straightforward process.
Set the Collection module to run properly with selections from its Options menu, and leave it 
running. The Options menu should look similar to the following display during normal 
operation.
You should select from the first four options on this menu as follows, and leave the settings 
indicated whenever the Collection module is in operation:
†Collection ON/OFF -- Select Collection ON to cause the Collection module to receive 
the SMDR records from the RS-232 connection. It should be OFF only when you are 
first configuring the Collection module.
†Process On/Off --
 Selec
t Process On to transfer data to the Reporting Master table for 
storage and Reports. If Process On is not selected, information collected in the 
Collection Master table WILL NOT be transferred to the Reporting Master table.
Refer to your 
Operating System Instructions for information on how 
to place the Collection module in your system’s Startup group. 
						

							3-2Ongoing Operation
Running CollectionMay 1999
Database Overview
CallSort Pro uses two databases, one for collecting data, the other for generating reports.
†The Collection Master database contains raw SMDR data that has been processed, is 
typically stored for a short period of time, and is archived periodically.
†The Reporting Master database contains the call record data used to run reports, is not 
archived frequently, and can increase to a very large file size (backup is recommend). 
Controlling the Display Screen
The remaining options on the Options menu control the screen display during Collection 
module operation:
†Display SMDR -- Displays lines of raw SMDR data on the screen as it is processed.
†Display Processed -- Displays pricing operation results during processing which 
includes the time, duration, cost, phone number, and destination location for each call.
†Display Both -- Turns on both of the above display selections. 
†Show Processing Details -- Typically used for troubleshooting during communications 
with the technical support staff.
†Graph Processing Activity -- Graphs call activity. 
						

							Pricer Configuration Options3-3
May 1999Running Collection
Pricer Configuration Options
To control pricer configuration options, select Options from the Configure pull-down menu. 
The following screen is displayed:
The Pricer Configuration Options menu contains Output, Input, and Archive options which are 
described in the following sections.
Output Options
The Output menu provides various options for getting information from a local Master 
(collection) table to a Reporting Master table. The Priced Calls Destination dialog box provides 
the following options for call destination:
†Collection Table Only -- Keeps all calls in the collection table.
†Collection Table => Reporting Table Continuously -- Sends calls from the Collection 
table to a Reporting table on a continuous basis.
†Collection Table => Reporting Table Daily -- Sends calls from the Collection table to a 
Reporting table on a daily basis (you can specify a time at the bottom of the screen).
†Reporting Table Only -- Sends all calls to the reporting table. 
						

							3-4Pricer Configuration Options
Running CollectionMay 1999
The Local Master Options allow you to define what to do with the Collection Master table. The 
options are:
†Remove Local Records as They are Transferred -- Deletes records from the Collection 
Master table as they are moved to the Reporting Master. This option helps to reduce the 
size of the Collection Master table.
†Remove Local Records Daily -- Deletes records from the Collection Master table at the 
time specified by the All Daily Processing Should Occur at option.
†Keep Daily Master for Backup -- Allows you to make a backup of the Collection Master 
table, and then removes daily records from the Collection Master table.
Input Options
Use the Input option when you are connected to a phone system. Select the Input tab to view 
the following menu: