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CostGuard Version 20.3 Details

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CostGuard Version 20.3 Core Release Bulletin

Change Orders:

 

Functional Area AR/FR Description
Customer Care FR 3160 Ability to search for contacts by address – Added address fields to Contact OmniSearch under More Options so users can search contacts by street, city, state, zip and/or country.
Sales Portal FR 3131 Sales Agent Portal available through Customer Care – This provides an easy-to-use interface to help sales associates and their sales managers keep tabs on and ensure the health of their accounts.

Managers can:

  • View account, tickets and order information for each sales associate
  • Make resources and notices available to sales associates through the portal on a global or sales associatel-specific basis
  • Establish quicklinks for sales associates to use in the sales portal

Associates can

  • View their account, tickets and order information through their portal
  • Access resources and notices posted by their sales manager
OnlineBill AR 8565 Invoice Sub-totals in OnlineBill Mailer – These fields are now available for selection on the OnlineBill Mailer Template in CostGuard Client:

  • Previous Balance
  • Payments
  • Adjustments
  • Past Due Balance

These fields can make invoices easier to read by providing more up front information on invoice notifications ahead of invoice details.
XML Reports AR 8595 New XML report for circuit services and associated charges contains sections for recurring and non-recurring, and an additional section to present prorated recurring charges and credits separate from full-month recurring charges.
AR 8613 OCC New Charges Summary optional XML report enhancements – This report was originally provided in the CostGuard 20.2 release. For 20.3, the report has been enhanced to always separate charge adjustments without having to enable the associated setting in Admin Console. The financial section in XML has been updated to separate charge adjustments when the OCC New Charges Summary optional XML report is enabled. Note: Other Admin Console settings as described in the Knowledge Article are still required.
Tempus Payment Gateway AR 8466 Credit card vendor requirements for Credentials on File – Visa and MasterCard have changed their credentials on file requirements for credit card transactions. New settings in the Tempus payment gateway setup enable CostGuard to honor these requirements. Fines may apply and decline responses may increase if these requirements are not honored.

The settings default to enabled.
Document Storage FR 3149 Updated dependencies to WebServicePlatform for Document Storage to make the 1xa Endpoints work.
Bulk Data Import Platform FR 3181 Sorting Bulk Data Web Import File Formats in the drop down menu – Updated Bulk Data import page to display import formats in the drop down in alphabetical order.
Miscellaneous Enhancements FR 3173 E-Pay

  • Improved message on attempting to add an E-Pay account without specifying Account Description – Replaced the cryptic Object Reference error with an informative message: Please select an Account Description.

OnlineBill

Payment Gateway Application (PGA)

  • Added an Odata to the PGA web service as an alternative means to access information that has been accessible via the PGA Admin interface. For more information see PGA web service documentation.

Usage Summary

  • Added commas to Data Usage values on the Usage Summary and Home Pages in OnlineBill.

Document Storage

  • Replaced a cryptic message with user-friendly text in a general error in Document Storage.

Resolved Known Issues

Platform System Deployment Updates:

Module Target Deployment Updates
Communications 02/26/2020
Payment Gateway Application 02/26/2020
Workflow 03/03/2020
Document Storage 03/04/2020
Bulk Data Import 03/05/2020
Address Validation 03/06/2020

 

Updated on March 27, 2020
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