CostGuard Version 18.5 Details

Customer Care

FR 2856

Continued Disputes Development (introduced under FR 2840): – Ability to add an adjustment, reversal and reversal fee

Add Past Due Balance to Balance Summary

FR 2864

OmniSearch Enhancements to improve performance

Orders

FR 2851

Swap Equipment on Modify Service

FR 2848

Add Billing Installment Plans to Orders

FR 2857

Miscellaneous Enhancements:

In the Manage menu, the Configured Workflows option is now labeled Order Scenarios. This name provides a clearer description of the configurable actions being performed.

A new Order Submitted trigger was added to Workflow Triggers to execute an action when an order is submitted.

Tickets

AR 8048

Add/manage Follow-ups and reminders

OnlineBill

FR 2881

Display Accepted Credit Cards – Accepted Credit Cards defined in the POS Register Policy for the OLB location will display on the Make Payment Page

Allow Logon Permission – The OLB Admin Role now includes the Allow Logon permission and is consistent with other Admin roles for other IDI apps

CostGuard Reports

FR 2825

Wholesale Billing Reports – Four new grid reports to support the Wholesale Billing Enhancements:

• Wholesaler Product and Usage Summary

• Wholesaler Product and Usage Detail

• Reseller Product and Usage Summary

• Reseller Product and Usage Detail

AR 8029

Receipt-style report for selected payment on the Client Balances tab or Payment Search results.

CostGuard Client – Collections

AR 8073

Past Due Balance option on Treatment Notification Template Data Source

Product Catalog

FR 2881

Accommodate large usernames – Previously when a username was longer than expected the Last Modified details were pushed to the next line and were not clearly shown. Applicable Product Catalog screens have been enhanced to accommodate large usernames.

POS Inventory

AR 8093

Added retail product’s description to POS Inventory Transfer and Receive transaction screens (specifically, those for performing an Add, Edit or View). This adds more clarity to each displayed Product SKU.

XML – Usage Detail

AR 8007

Mask phone numbers output in XML based on market configuration. Some European countries require that documentation provided to end subscribers not show the last three digits of the called number in usage detail.

Account Posting

FR 2872

Performance improvements

Audit Log

N/A

New Features & Enhancements:

Monitoring and logging enhancements

Communications

N/A

New Features & Enhancements:

When object links are not included in the email address, link the message to the same object as previous messages in the thread.

Set From alias to sanitized version of the From email address when not otherwise presented. This prevents environment and linking information from displaying in the user’s email client.

Added a new property to the Create and Modified Messages triggers. The new property provides the ability to configure filters for just the local part of email using the To field.

Resolved Known Issues:

Updated the Send Message from Template action so that the Data field process the new data type of JSON Object correctly.

Removed any duplicate email addresses from distribution list so that messages would send properly. This solution contains a precedent order for removing duplicate addresses.

If an address is duplicated between To and Cc, then remove from Cc and keep the address in the To field.

If an address is duplicated between Cc and Bcc, then remove from Bcc and keep the address in the Cc field.

Payment Gateway

N/A

New Features & Enhancements:

FR 2864 – Added Application Insights for monitoring the PGA

FR 2870 – Updated PGA API to support UpdatePaymentAccount and Void

Supports future FR 2871 for OnlineBill (OLB), edit e-Pay account and exception handling using Void. All interactions between OLB and new Authorize.Net API will then be via PGA

Add new Void request field Provider Transaction Status to PGA Admin > Detail > Additional Information

Resolved Known Issues:

FR 2870 – Updated PGA API to support UpdatePaymentAccount and Void

Fix to properly encrypt account tokens in Cosmos DB for one-time transactions like Sale and UpdatePaymentAccount

Security

N/A

New Features & Enhancements:

Monitoring and logging enhancements

Resolved Known Issues:

Fixed issue where the get user for application was slow, causing Workflow issues when loading pages (PR 82596)

Workflow

N/A

New Features & Enhancements:

Added Allow Search permission that lets users search for Workflow Instances and Tasks. For backwards compatibility, this permission has been added to all core Workflow Roles and any custom roles that were previously created.

Updated the Create Workflow action to include a parameter for the Workflow’s Instance GUID.

Resolved Known Issues:

Added a new data type of JSON Object for more robust parsing of the Data field on Create Workflow and Send Message from Template actions.

Updated display for extended data when Smart Data replacement was NULL. System was previously displaying ‘NaN’.

Fixed RootWorkflowInstanceID associated to a WorkItemInstance not being set to the correct value.