DTH Software User Forum

[attique]

Regenerating call records under different plan

We have assigned package A to a customer. When generating call records we can see the RateID applied to all his calls made in January as Package A. Now we want have moved the customer to Package B and we would like to generate call records for January for the customer based on Package B.

After changing his package in “customer central” when we generate a call record it still applies rates from Package A and RateID also shows as package A.

Tips please!!!!

[dhansen]

If the customer was on Package A when the calls were rated then they would be billed as Package A. Simply changing the package to Package B would not force a re-rate of calls that have already been rated.

Have you already sent the bill to the customer for those calls?

Dean
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http://www.dthsoftware.com
http://www.dthvoipbilling.com
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[attique]

The customer is not billed yet. We have not processed his statements yet. We are only viewing his call records from “Manage Call Records” and exported them the csv.

What would happen in a situation where a customer choose a Package A and we accidently assign him Package B on the system. If we make the correction before the Bill statement processing, will we be able to make the correction, or the package assigned during the calls made can not be changed?

[dhansen]

There are two ways to approach this.

1. Create a single adjustment entry on the account (debit or credit) for the difference.

2. We run a script to move those 'rated' calls back into the 'unrated' queue and force the system to re-rate them.

Dean
_________________
http://www.dthsoftware.com
http://www.dthvoipbilling.com
http://www.callingcardbillingsoftware.com