Setting up an aggregation policy

You must create, open, or modify an aggregation policy before setting it up. An aggregation policy window must be open.

To set up an aggregation policy

In the upper part of the aggregation policy window, identify the aggregation policy:
Name: Type the unique identifier of the aggregation policy if you create the aggregation policy. You cannot modify this field.
Description: Describe the function of the aggregation policy if necessary.
Charged Item Class: Select a charged item class which must correspond to the class of charged items to aggregate. The properties of the selected class are used to fill the table located in the Aggregation Rules tab.

In the lower part of the aggregation policy window, you must fill in or modify the Aggregation Rules tab and the Aggregation Period tab.

Aggregation Rules tab

This tab allows you to define the aggregation rules for each property of the charged item class which has been selected.

Each rule is based on a function which is applied to a property of the charged item class. The following functions are available:

Constant: The default function is used to aggregate the charged items which have the same value and the same property type.
First: The aggregated value corresponds to the non-zero value of the first charged item.
Last: The aggregated value corresponds to the non-zero value of the last charged item.
Lowest: The aggregated value corresponds to the lowest value of the pending and the current charged items. The null value is considered a positive infinity value, except for the date properties for which the null value is not taken into account.
Greatest: The aggregated value corresponds to the highest value of the pending and the current charged items. The null value is considered a negative infinity value, except for the date properties for which the null value is not taken into account.
Sum: The aggregated value corresponds to the sum of the values of the pending and the current charged items. The null value is considered the value 0.

The following table shows the types of property to which the functions apply (X for applicable and n/a for not applicable):

	String	Number	Date	Boolean
Constant	X	X	X	X
First	X	X	X	X
Last	X	X	X	X
Lowest	n/a	X	X	n/a
Greatest	n/a	X	X	n/a
Sum	n/a	X	n/a	n/a

Notes:

You can specify a reporting threshold for each function related to a Number property. For each Number property, the Threshold enables the reporting of the pending charged item each time the threshold value is exceeded.
The Constant function also enables the reporting of the pending charged item if the condition is not respected (the value of the current charged item is not equal to the value of the pending charged item for the same property type) .

Aggregation Period tab

This tab allows you to define a period for aggregating charged items that are related to confirmations of quotas. When this period expires, the pending charged item is considered reportable, and no other aggregation can be performed on it. A new aggregation period is then started to aggregate the future charged items.

To set up the aggregation period, you configure the following elements:

Activate: Select the checkbox to activate or deactivate the aggregation period
Maximum Duration (in hours): Type the number of hours of the aggregation period