CostGuard Version 21.5 Details

Sales channels can accumulate in the system over years and some may no longer be applicable. This solution updates Sales Channel Management to let you set Start/End Dates on sales channels to mark them as inactive.

This solution supports generating and storing QR codes for orders with eSIM devices where subscribers need to scan the QR code into their phone to complete the activation process. It also supports storing related activation URLs as these can help sales representatives troubleshoot activation issues (by validating the URL). A new Bulk Data Import is provided to load SIM information including the activation URL into the CostGuard System.

Enhancements for managing protection plans are being deployed over multiple releases and implemented in several areas. CostGuard Version 21.5 provides:

• A new web-based Product Catalog application (separate from the CostGuard Client based catalog) lets you set up Protection Plan Profiles that establish rules for processing different plans.
• A Protection Plan menu item is available in Customer Care to support full Protection Plan capability planned for a subsequent release.

Note: It is recommended that you not use the Protection Plan Management functionality available in the CostGuard 21.5 release until the full functionality of this feature is made available in a subsequent release.

New functionality in the CostGuard Client Product Catalog lets you identify Contracts and Retail Discount Reasons as FASB ASC 606 Eligible. The solution also provides functionality to calculate and store a Contract Asset Value to be used by the billing system to accurately apply in the CostGuard General Ledger, and a new Contract Asset Audit report. A subsequent release will provide additional reports.

OnlineBill users can now download an invoice detail file which will include corporate details (when applicable) from the Invoice Details page in OnlineBill. Users can download a csv file that contains the charges for MRCs, NRCs, taxes, contract penalties and installment plans as well as discounts. This capability needs to be enabled for a specific invoice format by an IDI associate. The file is provided in a .zip file that can be downloaded from OnlineBill with usage details.

A new workflow action lets you automatically set extended tax exemptions under specific conditions (for example, when changing a customer’s account type). The new Set Extended Tax Exemptions action supports setting up to 10 extended exemptions on a customer account, at the account level. The action must be paired with a Workflow trigger to specify the condition(s).

Note: Customers wishing to use this functionality should take CostGuard version 21.5 R2. This R release provides a needed enhancement to facilitate selecting extended tax exemptions.