CostGuard 21.3 Details

Document Storage

FR 3296

Separate permissions for adding and managing documents

Two new user permissions let you break out authorization for adding and managing documents separately:

• Add documents – Lets you add a document using the Attach Documents button in the document tray.

• Manage documents – Lets you edit, replace and delete a document using the icons in the document tray.

The ability to add and manage documents was previously granted for Roles having the Allow Logon permission. Going forward after taking this release, Roles that have the Allow Logon permission will need to be updated with the Add documents and/or Manage documents permissions as needed.

This functionality was originally released for the Inventory and Orders web modules in release 20.11. In 21.3 this functionality also applies in Customer Care and Tickets (now covering any web module that supports viewing and attaching documents).  In particular roles related to Customer Care Admin, Customer Care Sales Agent and Tickets should be updated.

Inventory

FR 3336

Automated removal of location on service disconnect

When a service is disconnected the location must be removed from the service to return inventory to the proper status. Prior to this release, the step could only be completed manually. If this step was missed, the inventory remained in an undesirable state and was difficult to identify once the order moved forward.

With this release users can automate removal of locations from services as part of their order processing through a new Workflow action. This can eliminate manual overhead and improve accuracy when processing orders where locations and equipment must be removed from services.

The automation removes the location(s) and assigned equipment to the appropriate status based on configuration. Users are informed of the updates that were made. If an error occurs when the automation attempts to complete, users are made aware of the reasons why the automation failed. The system logs the updates to Inventory history. This history displays when viewing the equipment.

Provisioning Platform

FR 3111

Ability to configure provisioning driven by order workflows

This platform supports provisioning of services and features via order workflows. Benefits include:

• Improved availability and scalability

• Reducing calls into IDI support for assistance in setting up and managing provisioning

• Reducing the need for Adaptive Requests to update provisioning scripts

• Helping user’s to be more self-sufficient in troubleshooting, and reducing the time to diagnose issues

Note:

This functionality requires at minimum, version 21.2.

Product Catalog – Retail Product Configuration

FR 3347

Support for electronic SIM on handsets and similar devices

The Embedded Universal Integrated Circuit Card (eUICC) also known as an Embedded SIM (eSIM) is replacing the plastic SIM card currently used in a majority of devices. With this release (21.3) the following areas in IDI software have been enhanced to let wireless carriers offer devices that use SIM card and/or eSIM:

• Product Catalog – Lets you configure devices to use electronic SIM or SIM card or both.

• Device Management – Supports entering EID for eSIM devices rather than EMEI or ESN/MEID as required for SIM card devices in Add/Edit and Search dialogs.

• SIM Management – A new column in SIM Search results shows whether the device is configured for eSIM, SIM card only or both.

• Customer Management – Supports viewing/editing EID on add service and swap equipment orders as well as on the service itself (Edit Service > Equipment tab).

Note:

There will be additional enhancements to support eSIM in upcoming releases.

Product Catalog – Grant Discounts

AR 8816

Ability to edit number of units on a grant discount after it’s assigned/billed
Authorized users (through permission profile) can now modify the Number of Units field on an assigned/billed grant discount via the Product Catalog Grant Discount Configuration wizard. Prior to this, the value would be locked (uneditable) once the discount was billed. With this enhancement you can now analyze actual usage on accounts and then adjust the discount to better fit your needs. The path to the permission in Admin Console Permission Profiles is: Application > CostGuard Client > Product Management > Discount Configuration > Number of Units > Edit.

Orders

83627

Allow sub-package with > 50 children to be added via Order Placement
Order Placement did not allow adding packages having a sub package with more than 50 children. This restriction has been removed.

Orders

83629

Rounding error resulted in inaccurate tax credit on returns
This PR is related to a prior PR 83391 delivered in CostGuard release 20.4 that fixed an issue where returned Direct Invoicing items were not credited correctly. When a retail item was sold via Order Placement web service and then returned in CostGuard Client, taxes were subtracted from the return amount rather than added. This resulted in the return amount being less than the purchase amount. To fix this, with PR 83391 the rounding sign (+/-) was corrected such that taxes are added rather than subtracted when a retail item sold via order placement is returned via CostGuard Client. However, this didn’t fix all cases. The previous logic relied on negating the Original Property value to get the rounded amount which proved to be problematic in some cases.This logic no longer relies on the Original Property value to negate the rounded amount.

POS Make Sale

83644

Make Sale wizard loses warranty product serial number
The Make Sale wizard lost serial numbers for warranty products when users scrolled back more than one page from where the product was added, and then forward to complete the wizard.To resolve this the serialized retail product page now refreshes its object reference on forwardpage.

Usage Processing

83637

Maintenance Operation – All Current Bill periods

Bill period parameter values were not updating within a maintenance operation requested in the Ratebill scheduler when the all bill periods option was selected.

Parameter values now update for bill periods when all bill periods option is selected.

RateBill

83641

Duplicate error logic for rate plan details did not account for different criteria types and criteria values
Having duplicate Rate Plan Details in a Pricing Plan is not allowed. Attempting to add a Rate Plan Detail that has the same Distance Type and Rating Method as another detail in the Pricing Plan correctly results in a duplcate error. However, if the details have different Criteria Type and Criteria Value they should not be considered duplicates and should be allowed. The duplcate error logic was not taking this into account.Duplicate error logic has been updated to eliminate duplicate errors when adding Rate Plan Details having the same Distance Type and Rating Method if the details have different Criteria Types and Criteria values.

Security

83642

Security cannot export users from app.idibilling.com

When attempting to export a large number of users (nearly 20k rows) from Security, a timeout was occurring. Steps were taken to increase the performance of the export. However, a large number could still encounter a timeout so a limit of 10,000 was set on the export. If you need to export a list that contains more records, the export will need to be broken into smaller pieces.

Workflow

n/a

Maintenance release with system optimizations

Module

Target Deployment Updates

Workflow

03/05/2021

Provisioning

03/11/2021