General Tab

Note: If you purchased the optional Hospitality module and organizational billing was activated during installation (in CAInstall - Organizational settings), a fourth section, Organizational Billing (billing information), will appear (as described below).

General Information Section

In this section of the General tab, you specify a name and code the following for the organization level.

Billing Address Section

In this section of the General tab, you specify information that will appear in a tenant billing report.

Note: Completing this section is optional and fields will only appear if they were selected in Configure Directory.

Billing Information Section

In this section of the General tab, you can add billing descriptions and carriers at each organizational level.

Add/Search section

Adding a Billing Description

To add a billing description and country to the grid, perform the following steps:

Click the Add button, . This will open the New Country Billing screen (as shown below).

From the Country drop down list choose a country.

Note: A country must only be used once for this organization level.

Billing Description: This field has a drop down list from which you can choose a billing description.
Carrier: This field has a drop down list from which you can choose a carrier for the chosen country (default is set to ‘<none>’).
Alternate Carrier: This field contains a drop down list from which you can choose an alternate carrier (default is set to ‘<none>’).

Note: If the ‘Allow Alternate Carriers’ option was not chosen in CAInstall, this field will not be shown.

Inbound Carrier: This field contains a drop down list from which you can choose a (incoming) carrier (optional).

Note: If the ‘Allow Inbound Carriers’ option was not chosen in CAInstall, this field will not be shown

Click OK to save the entries and return to the main screen.

The dynamic Search text box will allow you to search for data in any field of the grid.

Note: There is also a page control bar to navigate through the list contained in the grid.

Billing Information Grid

Delete Button

The Delete button

will allow you to delete the Billing Information for that row.

Country

This column specifies the country chosen for the billing description (display only).

Billing Description

Carrier

This field provides a list from which you can choose an available (primary) carrier.

Alternate Carrier

Inbound Carrier

This field provides a list from which you can choose an inbound (incoming) carrier.

Carrier Attributes

Note: The following information applies to all three carrier options i.e. carrier, alternate carrier and inbound carrier.

Note: Depending on the number of available carriers, this field will either have a drop down list or a lookup button.

From the look up menu you can choose a Carrier (as shown in the example screen below).

The country that was chosen in the billing information section is displayed at the top of the screen.
There is an Add icon, , and when clicked, the Add a Carrier screen (described below) will be displayed. If no Master Rate Table is available, the Add icon will not be available.
A dynamic search is available to narrow the list of carriers.
The grid contains a list of the available carriers plus the Area Code-Exchange. The Area Code-Exchange will be blank when it is not applicable.
The first line shown in the list is set to ‘<none>’ (default).
You can choose a carrier by clicking in the desired row.

Note: When you click OK, the system will make the carrier entry on the calling screen.

Add a Carrier-NANP

Note: If the country is set to United States or Canada and you choose the <Add a new carrier > option the following Add a Carrier screen will be displayed.

This screen consists of the following fields:

Area Code / Exchange

There are two text boxes for the three-digit area code (e.g. 630) and the three-digit exchange for the master rate table (e.g. 706). Once this information is entered, the city and state information will be displayed as text to the right of these text boxes (e.g. Hinsdale, IL, US).

Carrier

This field has a drop down box that contains all the carriers supported by the master rate table.

Service

This has a drop down box that contains all the long distance services supported by the selected carrier. If the selected carrier contains only one long distance service, the drop down will be grayed out and automatically populated with the available service.

Local Calling Plan

This is a drop down box that contains all the local calling plans for the selected service/carrier combination. If there is only one local calling plan, the drop down will be grayed out and automatically populated with the available plan.

Custom International Rates

This is drop down box that contains all the custom international rates that have been installed on the system. The default is to use standard rates. If a selection is made, those rates will be used instead of the international rates in the master rate table file.

Note: There is a help icon that will instruct you to check with the administrator if the information you need is not available (as shown below).

Add a Carrier-non-NANP

Note: If the country chosen for the billing information is not the United States or Canada and you choose the <Add a new carrier > option the following Add a Carrier screen will be displayed.

This screen consists of the following fields:

Country this site is based in

The title displays the given country name (e.g. Australia).

Carrier

This field has a drop down box that contains all the carriers supported by the master rate table.

Calling Plan

This field has a drop down box that contains all the calling plans for the selected carrier. If there is only one calling plan, the drop down will be grayed out and automatically populated with the available plan.

City Code

This field has a drop down box that contains a list of pre-defined codes. If the code needed is not in the list, you can enter a new code in the text box to the right of the drop down.

Note: When the OK button is pressed, the service will be installed.

Saving Information

Note: A organization name is required and it needs to be unique in its organization level.

Note: When adding an organization, an organization name is required and the name needs to be unique in its organization level.