CostGuard Version 20.1 Details

Article Contents

CostGuard Version 20.1 Core Release Bulletin

Change Orders:

Functional Area	AR/FR	Description
Orders	FR 3056	Direct invoicing – Major enhancements including: Support for invoice generation Changing tax jurisdiction on-the-fly New Workflow Action for ‘Processing BTA Adjustment This action gives you the flexibility to have a Bill To Account (BTA) Adjustment) apply to an account prior to the Billing System Update action completing. Related to this functionality, this is the Direct Invoice revenue. Prior to this new action, if you wanted to see the revenue applied to the account, you needed to run the Billing System Action which would prevent you from modifying in flight orders. Updates to Billing System Update action let you run this action within your Split Groups AND modify inflight orders for items that have not been pushed to the account. Prior to this update the first time the Billing System Update action ran it would lock the entire order and no additional edits could be made.
Bulk Data Import	FR 3105	Bulk feature import – Lets you add features to accounts and services using a bulk data file import. CostGuard orders are created from the import.
Workflow	FR 3111	REST APIs in Workflow Management to activate, complete, wait and error a work item instance.
	FR 3127	Quicklinks – Workflow now supports quicklinks to facilitate navigation between web modules and other external systems. This is equivalent to what has been available in the Customer Care, Tickets and Inventory web applications.
	FR 3135	View Workflow Notes From a Task – Users can now view notes on a workflow instance from the Tasks in that workflow instance. A notebook icon has been added at the top right of the Task Details page and in tasks expanded in the My Tasks and Search grids. Clicking on the notebook will open the workflow notes. This saves users from having to open multiple tabs to view notes.
RateBill	FR 3142	Note: As of CostGuard software release 20.1 R9 the functionality for FR 3142 is temporarily disabled as IDI evaluates additional use cases. This includes related PR 83397 provided in CostGuard 20.1 R7. If you’re currently on an earlier version of CostGuard release 20.1 and you find this functionality is negatively impacting your billing, you’ll need to upgrade to release 20.1 R9 or higher. Proration logic enhancement evaluates each month individually when calculating a charge – It calculates the length of time (and percentage to charge) for each applicable month based on the number of days in the month, instead of using the number of days in the month being billed against the entire span of days. This results in a more accurate charge.
Security	FR 3097	Automated synchronization of SaaS and CostGuard Client users This FR was originally released in CostGuard version 19.11 to provide: New system-defined triggers and action that automatically update the Security User table in Admin Console when a Saas User is created or modified in the Security web application. Using the Sync Security Users function in Admin Console will also fire this trigger. Note: The scheduled job still exists; however, it marked as deleted and the infoscript is blank (the job is not functional). CostGuard version 20.1 updates this FR with the following functionality: Create/Modify trigger (event) logic has been updated for new fields IsUserSyncMessage and UserTypeID. These fields are used in the filter conditions of the new triggers. IsUserSyncMessage tells the trigger whether the message is for syncing (Yes/No). UserTypeID is either application user (2) or web service user (1). Web service users are not synced. This functionality is pre-configured and works out-of-the-box. If any customizations are needed, contact IDI for assistance.