Usage Rate Groups Screen

Last verified with: 10.8.6.0

Overview #

Usage rate groups organize related usage rates so they can be attached to usage rate plans and applied during rating. A rate group defines how its rates behave, including currency, aggregation behavior, pass-through behavior, tax-inclusiveness, and optional conditions that determine when the group should apply.

This screen is used to create, edit, clone, retire, and delete usage rate groups. It also shows the rates assigned to the group, the rate plans that use the group, and any conditions attached to the group.

The Usage Rate Groups Panel #

The Usage Rate Groups panel on the left lists the existing usage rate groups. Select a group in this panel to review or update it on the right.

Actions #

Icon	Description
	Retires the selected rate group
	Clones the selected rate group
	Deletes the selected rate group and all rates configured on the rate group
	Adds a new rate group

The Edit Usage Rate Group Panel #

The panel on the right displays the details for the selected usage rate group.

Fields #

• Name: The unique name of the usage rate group.
• Display Name: An optional display label for the usage rate group.
• Start: The date and time when the usage rate group becomes effective.
• Use For Cost: Marks the usage rate group as a cost group for markup-style rating scenarios.
• Pass Through Rating: Indicates that usage should pass through without rating in LogiSense Billing.
• Currency: The currency used by the rates in the group.
• Tax Inclusive: Indicates whether tax is treated as included within the rated amount.
• GL Code: The general-ledger code associated with the group.
• Aggregate Rates: Indicates that the group uses aggregated rating behavior.
• Calculation Type: Defines how aggregated usage is calculated, such as Sum, Max, Last, or Continuous.
• Amount Precision: Defines the precision used when rating amounts are calculated.
• Amount Rounding: Defines the rounding method used when amount precision is applied.
• Aggregate Level: Defines the level used for aggregation, such as By Invoicer or By Usage Identifier.
• Time Period: Restricts the group to a configured time-period definition when one is selected.

Plans Tab #

The Plans tab lists the usage rate plans that currently reference the selected usage rate group.

Rates Tab #

The Rates tab lists the rates assigned to the usage rate group.

For each rate, the list can show values such as:

• display name
• usage class
• amount
• usage unit
• geotree location
• geotree location group
• minimum charge
• rate type

Conditions Tab #

The Conditions tab lists the conditions that determine when the usage rate group should be used.

Each condition row shows:

• the usage attribute being evaluated
• the operator used for evaluation
• the configured value or value range

Use New in this tab to add a new condition. Existing conditions can be edited, removed, or reordered when the group is still editable.

Guides #

Adding Rate Groups #

1. In the Usage Rate Groups panel, click Add.
2. Enter the group’s core details, including Name, Start, and Currency.
3. Configure options such as Use For Cost, Pass Through Rating, Tax Inclusive, Aggregate Rates, and Time Period as needed.
4. If the group is aggregated, review Calculation Type, Amount Precision, Amount Rounding, and Aggregate Level.
5. Save the rate group.

Managing Conditions #

1. Select the usage rate group.
2. Open Conditions.
3. Click New.
4. Select the Usage Attribute.
5. Select the Operator.
6. Enter the Value.
7. Save the condition.
8. Repeat as needed for additional conditions.

Cloning Rate Groups #

1. Select the usage rate group you want to clone.
2. Click Clone Group.
3. Enter the new Name, Display Name, and Start Date for the cloned group.
4. Complete the clone.

Retiring Rate Groups #

1. Select the usage rate group you want to retire.
2. Click Retire Group.
3. Enter the Retirement Date.
4. If a replacement group should be created at the same time, select Create New Clone and provide the clone details.
5. Complete the retirement.

Deleting Rate Groups #

Only usage rate groups that are eligible for deletion can be removed.

1. Select the usage rate group you want to delete.
2. Click Delete.
3. Confirm the deletion when prompted.