CostGuard Version 22.1 Details

This milestone is the first deliverable in the effort to provide a modern solution with robust capabilities to replace the existing Client Point-of-Sale Front Office.

This release introduces configurable Starting Blocks to facilitate initiating a Sale or Order from Customer Care or the Orders web module. You can assemble and finalize a remote sale containing billing items that can be assigned to the account or to any type of service. For details regarding the overall goal, objectives, and planned future deliverables for this project, refer to article on Web Sales under CostGuard Updates > Upcoming Features in the the IDI Knowledge Center.

Two new core General Ledger (GL) reports facilitate identifying the specific transactions associated to a GL system error journal entry. The purpose of these reports is to significantly reduce the time needed to research and identify the transaction(s) associated to a Gl system error. These are grid reports and are located in the Finance > General Ledger folder in Report Explorer:

• General Ledger System Error Audit Summary
• General Ledger System Error Audit Detail

The reports let you compare GL system error journal entries with the transactions in a specified date range. The amount of the GL system error will correlate to one or more transactions in the reports..

AR 8759 was originally released with CostGuard version 21.12 to support generating prebill invoices directly from Customer Care.. CostGuard version 22.1 updates the Service Summary view in Customer Care to include Installment Plans or Contract Penalties when present on a service.

Job scheduling functionality in CostGuard Client lets you schedule jobs to run periodically (for example once a day or every 12 hours). With this release, as an alternative to periodic scheduling, you can now schedule jobs to run at one or more specific times during the day. (for example, at 8 AM and 10 PM only). This saves you from having to manually run jobs at specific times.

When crediting back a product charge, billing was recalculating the tax amounts to credit using the current tax rate. This could result in a different tax credit amount when the tax rate had changed between the original charge and the time of the credit.

Billing has been enhanced to retrieve the tax amounts from the original charge when crediting back a product charge. The original amounts will be prorated in the case of a partial credit. Note that the original tax amounts exist in the usage database that corresponds to the invoice of the original charge. In the case that the usage database has been archived at the time of the credit, the original tax amount cannot be retrieved and will be recalculated based on the current tax rates.