4 Wallet Management
This chapter explains how to configure the components used to manage wallets.
Warning: The Wallet Management screens are only available if the Rating Management module has been installed on your system and if you are using the VWS domain. If you are using a third party domain, then you will not be able to access these screens.
This chapter contains the following topics.
Wallet Management Module
The Wallet Management screen lets you configure components of wallets. It contains the following tabs which are covered in the chapter:
Balance Units
This screen enables you to view, add, edit and remove balance units.
Balance units are the type of unit used in balance types. Balance units are either cash or non-cash. Non-cash units include:
-
Notifications
-
Bad PIN counts,
-
Promotional Counters
-
Time
-
Data.
Note: The functionality that uses time balance units is only available if you have the appropriate license.
Topics:
Adding balance units
Follow these steps to add a new balance unit.
-
In the Wallet Management screen, select the service provider from the Service Provider list.
-
On the Balance Units tab, click New.
Result: You see the New Balance Unit screen.
-
In the Name field, enter the name of the balance unit.
-
Click Save.
Related topic
Editing balance units
Follow these steps to edit an existing balance unit.
-
In the Wallet Management screen, select the service provider from the Service Provider list.
-
On the Balance Units tab, select the balance unit you want to edit.
-
Click Edit.
Result: You see the Edit Balance Unit screen.
-
Edit the details as described in Adding balance units.
-
Click Save.
Related topic
Deleting balance units
Follow these steps to delete an existing balance unit.
Warning: If you delete a balance unit which is associated with a balance type, your system may become unstable.
-
In the Wallet Management screen, select the service provider from the Service Provider list.
-
On the Balance Units tab, select the balance unit to delete.
-
Click Delete.
Result: A Delete Confirmation screen appears, similar to that shown below. The type of balance unit shown in the screen will depend on the name of the unit you are deleting.
-
Click OK.
Result: The record will be deleted from the database.
Related topic
Balance Types
The Balance Types tab on the Wallet Management screen allows you to view, add, and edit balance types.
Note: The units used for balance types can be either cash, time, data, or units.
Topics:
Balance type categories
This table describes the different categories of wallet balance types.
Balance Type | Description |
---|---|
Chargeable Balance |
Holds the balance types used to cover charges to subscribers. For example: General Cash. These are the only balances that can contribute to expenditure. |
Cross Balance | Used to apply a cross balance discount to calls that have a cash charge. |
Expenditure Balance | Used to accrue daily, weekly, monthly, annual, and total wallet expenditure. Expenditure is calculated based on charges applied to chargeable wallet balance types that have the 'Contributes to Expenditure Plans' flag set. |
Fraud Balance | Holds fraud balance types. For example: Bad PIN balances. |
Internal Balance | Used by the system for internal accounting purposes. Any balance type that is not chargeable, cross, expenditure, or fraud should be set to internal. |
Quota Balance | Used to accrue data quotas. As part of a multi-tariff rating definition, it can then be used to track, and limit, the use of another charging balance cascade. |
Expenditure balance types
Expenditure balance types can have one of the following expenditure types:
-
Daily
-
Weekly
-
Monthly
-
Yearly
-
Wallet
Monthly, yearly, and wallet are always installed, but daily and weekly are only available if you have the Promotion Manager license.
All other balance types must have the Expenditure Type field set to
None
. Expenditure is updated by expenditure against chargeable
balances which:
-
Have the 'Contributes to Expenditure Plans' flag set to 'Y'
-
Are included in an expenditure plan which is included in a CLI-DN or named event
Expenditure balance types are also used as a basis for calculating promotions.
Expenditure expiry dates
The expiry date for an expenditure balance is first set when the wallet is activated and then reset when the balance expires. The date set will depend on the expenditure type and the date basis used.
The date basis determines which day of the month and month of the year is assigned to the balance. The options are:
-
Balance creation date (default)
-
Fixed date
-
Wallet activation date
-
Wallet expiry date
The expenditure type determines the period used to extend the expiry date. When the expenditure type is:
-
Daily, the expiry date will be extended by one day
-
Weekly, the expiry date will be extended by seven days
-
Monthly, the expiry date will be extended by one month
-
Yearly, the expiry date will be extended by one year
-
Wallet, the expiry date will be extended to match the current expiry date for the wallet
Example 1
If you set the expiry date calculation basis to 'Fixed Date' for a monthly expenditure balance type, then the specified day of the month will be used to extend the expiry date.
Example 2
If you set the expiry date calculation basis to 'Wallet Activation Date' for a yearly expenditure balance type, then the day and month of the year the wallet was activated will be used to extend the expiry date.
Maximum balances
You can set a maximum balance value for a balance type. If set, then this value may not be exceeded when a wallet is recharged or updated.
When applying a wallet recharge or update, the maximum balance value will be evaluated against currently available balances only. Any offset balances defined for the wallet will not be included in the total balance value.
Note: This functionality is applicable to prepaid balance types only.
Maximum balance policy
You can specify the policy to associate with the maximum balance value. This table describes the available policy options.
Policy | Description |
---|---|
Limit Additional Credits |
A wallet recharge or wallet update will be restricted to the maximum balance value configured for the balance type for all applicable balances. Any unused balance values will be recorded in the EXCEEDED_BALANCE_TYPES and EXCEEDED_VALUES tags in the resulting VWS EDR. |
Reject Credits Over |
The default option. You will not be able to apply a wallet recharge or update which would exceed the maximum value configured for any of the balance types in the wallet. This will result in failure and no balances will be updated or recharged. The balance types causing the failure will be recorded in the FAILED_BALANCE_TYPES tag in the resulting VWS EDR. |
Quota Notifications
You can define quota notifications that will be sent to users when their balance breaches a configured threshold.
On the Quota Notifications tab, the following fields are displayed:
-
Quota Notification 1
-
Notification
-
Threshold (%)
The Quota Notifications tab enables you to define up to three quota notifications per service provider. For each quota notification, you define the notification to send and the threshold value.
Thresholds are a percentage of the used quota that is in the Quota Tag Set profile fields. When a subscriber's balance breaches a quota of the specified threshold, the defined notification is sent.
For example, if the quota retrieved from the Quota Tag Set Profile field is 50% and the threshold value is 1000 (£10.00), the notification is sent when the subscriber's balance reaches 50% of the defined threshold value, £5.00.
The thresholds apply to all subscribers. However, they can be customized at the subscriber level by using the PI command to set the Quota Value and Quota Threshold profile fields.
See CCS Provisioning Interface Commands for more information about using PI commands to change subscriber profile fields.
Balance Types help
For help with a new Balance Type screen, see Adding balance types.
For help with editing an existing Balance Type screen, see Editing balance types.
Related topic
Balance Type screen
The New Balance Type and Edit Balance Type screens contain tabs which enable you to configure:
-
Balance Type Details
-
Balance Type Announcements
-
Quota Notifications
Balance Type Details fields
This table describes the function of each field on the Balance Type Details tab.
Field | Description |
---|---|
Name | Enter the name of the balance type. This field is required. |
Unit |
The balance unit associated with this balance type. The drop-down list displays all available balance units. Note: For more information about configuring balance units, see Balance Units. |
Default Type |
Indicates if the unit selected in the Unit field is the default cash balance type. Tip: Only one balance type in CCS should be set as the default type. |
Display to Spend Ratio |
The ratio value applied to this balance type. This increases the value of this balance type by the entered value when it is used within a rating solution. Notes:
|
Delete After Last Bucket Expiry |
Select this check box to delete this balance type when the last bucket expires. Note: You may not set this option for fraud balances or the default balance type (normally the General Cash balance type). |
Exclude from Creation |
Select this check box to exclude this balance type from all new wallets when they are created. Deselecting this check box adds this balance type to all newly created wallets. |
Play Announcement if Zero Balance |
Select this check box to play an announcement to the caller when the caller's balance is zero. Tip: This configuration option is used by feature nodes that inform a subscribers about their balances. |
Category |
Indicates if the balance type is:
For more information about balance type categories, see Balance type categories. Notes:
|
Primary Quota Tag Set |
Select the quota limit value for the primary wallet. Note: This is available when category is
set to |
Secondary Quota Tag Set | Select the quota limit value for secondary wallet. |
Allow Credit |
Select this check box if this balance type can have a credit limit. Credit limits are configured in the Convergent Charging, Subscriber Management, Wallets screen. |
Expenditure Type |
If Category is set to Expenditure Balance, set this field to how frequently the balance is reset to zero. Note: If Category is set to Expenditure Balance, this field is required. |
Contributes to Expenditure Plans |
Select this check box if charges against balances of this type can increase expenditure balances. Notes:
|
Re-create Bucket on Expiry |
Select this check box to recreate a bucket belonging to this balance type on expiry. Note: This check box is enabled only if
Category is set to |
Delete After Last Bucket Expiry |
Select this check box to delete balances of this type when the last bucket expires. Note: This check box is not enabled for fraud balances or the default balance types (the general cash balance type). |
Max Balance |
(Optional) sets the maximum value a balance of this type may have. May be set for these balance categories:
In the cash field, type the required value in the units of the balance type and select the Policy to use from the drop down list. Notes:
|
Expiry Date Calculation |
Base the balance type expiry date for tracker balances on one of the following:
If you select |
Balance Type Announcements fields
This table describes the function of each field on the Balance Type Announcements tab.
Field | Description |
---|---|
Name | Name of the balance type. This field is required and must be the same as for the Balance Type Details tab. |
Expiry Announcement Set | The announcement set to play from when the subscriber's balance expires. |
Expiry Announcement Entry | The announcement entry to play to the subscriber if their balance expires. |
Single Day Expiry Announcement Set | The announcement set to play from when the subscriber's balance is due to expire in a day. |
Single Day Expiry Announcement Entry | The announcement entry to play to the subscriber if their balance is due to expire in a day. |
Positive Announcement Set |
The announcement set to play from if the subscriber's non-cash balance is positive. Note: This field cannot be set if
|
Positive Announcement Entry |
The announcement entry to play to the subscriber if their non-cash balance is positive. Note: This field cannot be set if
|
Negative/No Credit Announcement Set |
The announcement set to play from if the subscriber's balance is negative or has no credit. Note: This field cannot be set if
|
Negative/No Credit Announcement Entry |
The announcement entry to play to the subscriber if their balance is negative or has no credit. Note: This field cannot be set if
|
Quota Notifications fields
This table describes the function of each field.
Field | Description |
---|---|
Name | Name of the balance type. |
Notification | Select the notification to send to the subscriber from the list. |
Threshold (%) |
The threshold at which a notification is sent to the subscriber. A maximum of three thresholds can be set. Note: Thresholds are the percent of the used quota in the profile location selected in the Primary Quota Tag Set and Secondary Quota Tag Set fields.The Threshold field gets enabled when you select the notification to send the subscriber. |
Adding balance types
Follow these steps to add a new balance type.
-
In the Wallet Management screen, select the service provider from the Service Provider list.
-
On the Balance Types tab, click New.
Result: You see the New Balance Type Screen, Balance Type Details tab.
-
Enter detail data in the available fields on this tab to configure this record.
For more information about the fields on this tab, see Balance Type Details fields.
Note: Some fields are unavailable depending on selections in other fields on this tab.
-
Select the Balance Type Announcements tab.
-
Configure the announcements from the a vailable drop down lists on this tab. For more information about the fields on this tab, see Balance Type Announcements fields.
Note: Depending on the Unit selection (on Balance Type Details tab), some of these fields will be unavailable.
-
Click New to add, edit and delete a currency to announcement maps. See Currency to Announcement Maps.
Tip: The New button will be available when the Unit is
Cash
(Balance Type Details tab). -
Select the Quota Notifications tab.
Note: This tab is only available when Category is set to
Quota Balance
on the Balance Type Details tab.For more information about the fields on this tab, see Quota Notifications fields.
-
For each quota notification, specify the quota notification thresholds by doing the following:.
-
From the Notifications list, select the notification to send.
-
In the Threshold % field, enter the threshold value.
Note: These notifications are sent to the subscriber when the thresholds set here have been breached. The thresholds are the percent of the used quota in the profile location selected in the Primary Quota Tag Set field and Secondary Quota Tag Set field.
Tip: When saved, the quota notification sets are sorted largest to smallest, so when adding a threshold value, any of the sets can be used. However the notifications are sent in ascending percentage order.
For example; thresholds for 60, 30 and 90 percent are set in that order, after saving, the list will be in 90, 60 and 30 order, but the first notification is sent after 30% of quota has been used, a second when 60% and a third after 90%.
-
-
Click Save.
Related topic
Editing balance types
Follow these steps to edit an existing balance type.
-
In the Wallet Management screen, select the service provider from the Service Provider list.
-
On the Balance Types tab, select the balance type to edit from the table.
-
Perform one of the following:
-
Click Edit
-
Double-click on the record
Result: You see the Edit Balance Type Screen.
-
-
Edit the fields with the required changes on the Balance Type Details tab.
For information about the available fields, see Balance Type Details fields.
-
Edit the fields with the required changes on the Balance Type Announcements tab.
For information about the available fields, see Balance Type Announcements fields.
-
If the balance unit is
Cash
, you can add, edit and delete a currency to announcement map for Positive and Negative/No Credit announcements. See Currency to Announcement Maps. -
If the Category of the balance type is
Quota Balance
, you can configure notifications for the quota on the Quota Notifications tab.For information about the available fields, see Quota Notifications fields.
-
Click Save.
Related topic
Currency to Announcement Maps
As part of setting up a balance type, you can configure currency to announcement maps. Announcements are used in the Cumulative Balances feature node.
Topics:
Adding a currency to announcement map
Adding a currency to announcement map
Follow these steps to add a currency to announcement map for a cash unit balance type.
-
Open the Balance Type screen for an existing cash unit balance type, as described in steps 1-3 of Editing balance types.
-
Click New.
Result: You see the Currency to Announcement Mapping screen.
-
From the Currency One drop down box, select the primary currency this balance type will use.
-
If this service provider has a second currency configured, select the second currency from the Currency Two drop down box.
-
From the Positive Announcement Set drop down box, select the announcement set which contains the announcement entry which should be played to the subscriber if their balance is positive.
-
From the Positive Announcement drop down box, select the announcement entry which should be played to the subscriber if their balance is positive.
-
From the Negative Announcement Set drop down box, select the announcement set which contains the announcement entry which should be played to the subscriber if their balance is negative.
-
From the Negative Announcement drop down box, select the announcement entry which should be played to the subscriber if their balance is negative.
-
Click Save to save the changes to the database and return to the Balance Type screen. The mapping will appear in the table.
Editing a currency to announcement map
Follow these steps to edit a currency to announcement map for a cash unit balance type.
-
Open the Balance Type screen for an existing cash unit balance type, as described in steps 1-3 of Editing balance types.
-
Select a mapping from the table and click Edit.
Result: You see the Currency to Announcement Mapping screen.
-
Edit the details, as described in Adding a currency to announcement map.
-
Click Save.
Deleting a currency to announcement map
Follow these steps to delete a currency to announcement map for a cash unit balance type.
-
Open the Balance Type screen for an existing cash unit balance type, as described in steps 1-3 of Editing balance types.
-
Select a mapping from the table and click Delete.
Result: You see the Delete Confirmation prompt.
-
Click OK to remove the mapping and return to the Balance Type screen.
Balance Type Translations
The Balance Type Translations tab lets you view, add, edit and remove translations of balance types. All SMS Notifications which include balance amounts use these translations. Short messages which use this method of displaying balances include:
-
Short messages generated by the Call Info Text Message feature node
-
Reward notification short messages
-
Recharge confirmation short messages.
Notes:
-
If your system lets you specify time costs, then you can define translations for time balance messages. The time balances are displayed in both seconds and in minutes and seconds. This functionality is only available if you have the appropriate license.
-
If no translations of a balance type are provided here for a language, no references to that balance type will be displayed in any short message generated in that language.
Message values
Cash balances
Cash balances in a notification have this format:
[Translated Balance Type Name] [Currency Code][Wallet Balance] [Separator]
where
-
[Translated Balance Type Name] is entered in the Translated Name field
-
[Currency Code] is the default currency's currency code
-
[Wallet Balance] is the subscriber's currency wallet balance
-
[Separator] is the character, entered in the Separator field, used to separate the main units of the balance value from its sub units.
Example: If the translated name is 'Gen' and the separator is '.', then the translated short message will be:
Non cash balance messages
A non cash balance notification has this format:
[Translated Balance Type Name] [Wallet Balance]
Where:
-
[Translated Balance Type Name] is entered in the Translated Name field
-
[Wallet Balance] is the subscriber's balance in the appropriate units
Example: If the translated name is 'Time', and the balance in seconds is 300, then the short message will be:
"Your Time balance is 300 seconds"
Balance Type Translations Fields
This table describes the balance-type translation fields.
Field | Description |
---|---|
Language |
The language the short message is being translated to. This field cannot be changed after the record is first saved. This list is populated by the Language tab on the ACS Tools screen. For more information about configuring languages, see ACS User's Guide. |
Balance Type |
The balance type this translation will be for. This list is populated by the records configured in the Balance Types tab. This field cannot be changed after the record is first saved. Tip: You can create only one balance-type translation for each language and balance-type combination. |
Single Balance Currency Type |
If required, you can select a different single balance currency type to use for the balance type. Note: This field is available only if the Balance Type field is set to a balance type that has a unit of cash. |
Dual Balance Currency Type |
If required, you can select a different dual-balance currency type to use for the balance type. Note: This field is available only if the Balance Type field is set to a balance type that has a unit of cash. |
Translated Name |
The translated balance-type name to send to the subscriber in short messages. If nothing is entered in this field, this part of the message will not be sent. Tip: The maximum number of characters allowed is 20. |
Single Format for Balance | The structure of the data to send to the subscriber in short messages for a single (or first) currency. See Single Format for Balance Field. |
Dual Format for Balance |
The structure of the data to send to the subscriber in short messages for the second currency. Note: This field is not available for non-cash balance types or balance types that have only one currency. |
Separator |
The character to use to separate the different balances when put together in an SMS Notification. Example: If you enter a comma (,) and there are two balances, General Cash and Promotional Cash, the short message sent in response to a balance inquiry looks like this: General Cash balance $20.00 , Promotional Cash balance $10.00 . |
Balance Expiry |
The balance-expiry text. Warning: You must include '%d' in the text. This variable will be converted to the number of days remaining until the balance expires. |
No Balance Expiry | The text to output for balances that have no expiry date. |
Adding balance type translations
Follow these steps to add a new balance type translation.
-
In the Wallet Management screen, select the service provider from the Service Provider list.
-
On the Balance Type Translations tab, click New.
Result: You see the New Balance Type Translation screen.
-
Enter data in the fields to configure this record.
For more information about these fields, see Balance Type Translations Fields.
Note: The Single Balance Currency Type and Dual Balance Currency Type fields and the Dual Format for Balance field are only available if you select a balance type which has a balance unit of cash from the Balance Type drop down list.
-
Click Save.
Related topic
Editing balance type translations
Follow these steps to edit an existing balance type translation.
-
In the Wallet Management screen, select the service provider from the Service Provider list.
-
In the table on the Balance Type Translations tab, select the balance type translation to edit.
-
Click Edit.
Result: You see the Edit Balance Type Translation screen.
-
Edit the fields with the changes to make.
For more information about the fields on this screen, see Balance Type Translations Fields.
Note: The Language and Balance Type fields cannot be edited.
-
Click Save.
Related topic
Deleting balance type translations
Follow these steps to delete an existing balance type translation.
-
In the Wallet Management screen, select the service provider from the Service Provider list.
-
In the table on the Balance Type Translations tab, select the balance type translation to delete.
-
Click Delete.
Result: You see the Delete Confirmation prompt.
-
Click OK to delete the record from the database and return to the Balance Type Translations tab.
Related topic
Wallet Name Translation
The Wallet Name Translation tab lets you view, add, edit and remove translations of wallet type names to the subscriber's language for real-time wallet notifications. A translation is required for each wallet type and language. The wallet name translations are specified separately for each service provider.
Topics:
Adding wallet name translations
Adding wallet name translations
Follow these steps to add a new translation for a wallet type name.
-
In the Wallet Management screen, select the service provider from the Service Provider list.
-
On the Wallet Name Translation tab, click New.
Result: You see the New Wallet Name Translation screen.
-
From the Language drop down box, select the language the wallet type name will be translated to.
-
From the Wallet Type drop down box, select the wallet type that will be translated.
-
In the Translation field, type the text which will be sent to the subscriber in the short message. This will be sent instead of the default text for this system.
Tip: If there is a problem with the translation text, the instructions under this field will indicate one of the following:
-
A translation is required (because there is no text in the Translation field)
-
The translation is too long (because there are more than 12 characters in it)
-
-
In the Wallet Expiry field, type in the balance expiry text.
Warning: You must include '%d' in the text. This variable will be converted to the number of days remaining until the wallet expires.
-
In the No Wallet Expiry field, type the text to output for wallets that have no expiry date.
-
Click Save.
Related topic
Editing a wallet name translation
Follow these steps to edit an existing Wallet Name Translation.
-
In the Wallet Management screen, select the service provider from the Service Provider list.
-
In the table on the Wallet Name Translation tab, select the wallet name translation to edit.
-
Click Edit.
Result: You see the Edit Wallet Name Translation screen.
-
Edit the details as described in Adding wallet name translations.
Note: The Language and Wallet Type fields are for reference only, they are not editable.
-
Click Save.
Related topic
Deleting a wallet name translation
Follow these steps to delete an existing wallet name translation.
-
In the Wallet Management screen, select the service provider from the Service Provider list.
-
In the table on the Wallet Name Translation tab, select the wallet name translation to delete.
-
Click Delete.
Result: You see the Delete Confirmation prompt.
-
Click OK to delete the record from the database and return to the Wallet Name Translation tab.
Related topic
Cumulative Balance Plans
The Cumulative Balance Plans tab lets you:
-
configure the balance categories included in your cumulative balance plans and
-
assign balance types to the different balance categories.
The Cumulative Balances node will sum the balances for each balance category in a selected cumulative balance plan and play the relevant announcements.
Cumulative Balance Plan fields
This table describes the function of each field.
Field | Description |
---|---|
Name | Cumulative balance plan name. |
Unit Type | Lists the available unit types for balance categories. |
Available Unit_Type balances | Lists the available balance types for the selected unit type. |
Unit_Type categories | Lists the categories that have been configured for the selected unit type. The balance types that have been assigned to each category are listed below the category heading. |
Playback Order |
|
Adding cumulative balance plans
Follow these steps to add a cumulative balance plan.
-
In the Wallet Management screen, select the service provider from the Service Provider list.
-
On the Cumulative Balance Plans tab, click New.
Result: You see the New Cumulative Balance Plan screen.
-
In the Name field, type in the new cumulative balance plan name.
-
For each relevant Unit Type, add the required balance categories. For details, see Adding balance categories.
-
Use drag and drop to add the required balances to each balance category. To:
-
add a balance to a balance category, select it in the available balances list and drag it to the required balance category
-
remove a balance from a balance category, select in the categories list and drag it to the available balances list.
Tip: You can add a balance type to more than one category if required.
-
-
If required, change the order in which balance categories are played. You can see the current order in the Playback Order section.
To change the position of a Category in the play order, select it in the Playback Order section and click either the UP or DOWN button.
Note: All the configured categories appear in the Playback Order section irrespective of their Unit Type.
-
Click Save.
Related topic
Editing cumulative balance plans
Follow these steps to edit a cumulative balance plan.
-
In the Wallet Management screen, select the service provider from the Service Provider list.
-
On the Cumulative Balance Plans tab, select the required cumulative balance plan and click Edit.
Result: You see the Edit Cumulative Balance Plan screen.
-
Make the required changes in the available fields. For more information on:
-
cumulative balance plan fields, see Cumulative Balance Plan fields.
-
adding balance categories, see Adding balance categories
-
editing balance categories, see Editing balance categories, or
-
deleting balance categories, see Deleting balance categories.
-
-
Click Save.
Related topic
Deleting cumulative balance plans
Follow these steps to delete an existing Cumulative Balance Plan.
-
In the Wallet Management screen, select the service provider from the Service Provider list.
-
In the table on the Cumulative Balance Plans tab, select the record to delete.
-
Click Delete.
Result: You see the Delete Confirmation prompt.
-
Click OK to delete the record from the database.
Related topic
Balance Category fields
This table describes the function of each field.
Field | Description |
---|---|
Category Name | A unique name for the balance category. The name can be up to 30 alphanumeric characters long. |
Announcement Set |
|
Announcement Entry |
|
Use unreserved balances | When selected, exclude uncommitted reservations in the available funds played in the announcements (the uncommitted reservation amount is subtracted from the available funds value). |
Play Zero Cumulative Balance announcement | To play the announcements even if the cumulative balance for the category is zero, select this check box. |
Play Expiry announcement | To play expiry announcements, select this check box. |
Adding balance categories
Follow these steps to add a balance category to a cumulative balance plan.
-
In the Balance Categories area in the New/Edit Cumulative Balance Plan screen, select the Unit Type for which to define balance categories from the drop down list.
Result: You see the list of available balance types for the Unit Type, and the list of available balance categories.
-
Click Add Category.
Result: You see the Add Balance Category screen.
-
Configure this record by entering data in the fields on this screen.
For more information about the fields on this screen, see Balance Category fields.
-
Click Apply.
Result: You will be returned to the New/Edit Cumulative Balance Plan screen and the new category will be displayed in the balance categories list.
Related topic
Editing balance categories
Follow these steps to view or edit a cumulative balance category for a Cumulative Balance Plan.
-
In the Balance Categories area in the New/Edit Cumulative Balance Plan screen, select the Unit Type to view or edit balance categories for from the drop down list.
Result: You see the list of available balance types for the Unit Type, and the list of available balance categories.
-
Select the category to view or change and click Modify Category.
Result: You see the Modify Balance Category screen.
-
Check or update the Balance Category as necessary.
For more information about the available fields, see Balance Category fields.
-
If you have made changes to save, click Apply.
If you do not want to make changes to the balance category, click Cancel.
Result: You are returned to the New/Edit Cumulative Balance Plan screen.
-
Use drag and drop to modify the list of balance types included in the balance category.
Tip: You can add a balance type to more than one category if required.
-
If required, change the order in which balance categories are played. You can see the current order in the Playback Order section.
To change the position of a Category in the play order, select it in the Playback Order section and click either the UP or DOWN button.
Note: All the configured categories appear in the Playback Order section irrespective of their Unit Type.
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Click Save.
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Deleting balance categories
Follow these steps to delete a cumulative balance category from a Cumulative Balance Plan.
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In the New/Edit Cumulative Balance Plan screen, select the Unit Type which holds the balance category you want to delete.
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Select the balance category record you want to delete and click Delete Category.
Result: You see the Modify Balance Category deletion prompt.
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Click OK.
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