Documentation Index

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CostGuard Version 18.7 Details

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CostGuard Version 18.7 Core Release Bulletin

Change Orders:

Functional Area

AR/FR

Description

Customer Care

FR 2891

Customer Field Configuration Rules on Add/Edit Customer – A new MANAGE menu option lets users establish rules for configuring selected fields on the Add/Edit Customer form. Depending on the field, rules can specify whether the field is required or restricted, and establish defaults. Rules can be based on Account Type, Status or User Group as applicable.

FR 2891

New Edit Customer Permission – Lets users edit an existing customer but not create a new account. The existing Manage Customers permission that grants both Create and Edit permissions on accounts is still available.

FR 2904

Service Summary View Enhancements – The Service Summary view on the Customer Summary page now includes Service Type and Installment Plans.

FR 2913

Equipment Swaps – The Services & Features page actions now include a Swap Equipment option that opens the Orders module in a separate tab. Also, all applicable actions are now available under a drop-down menu rather than as buttons.

FR 2905

Miscellaneousimprovements:

Fixed Usage view Service Type Summary to update correctly when the bill period is changed

Last column in tax table on the Invoice page is no longer cut off

The Invoice Payment details previously did not include Non-Invoice-Responsible payments. Clicking Payments on the right side of the page now shows the total amount for Non-Invoice-Responsible payments.

Invoice Page – Taxes Summary tab no longer spins when usage is archived

System no longer saves unapplicable fields on switching from customer to prospect. Previously, if Account Manager and Billing fields had been populated prior to switching the account type from customer to prospect, those properties were being saved.

NLAD

AR 8136

Changes for compliance with NLAD’s Lifeline Application form and Household Worksheet. This required updates to the NLAD form in POS.

Payment Gateway Application

FR 2901

New Features & Enhancements:

PGA Gateway Profiles – This simplifies Payment Gateway web service calls for users that consume the Payment Gateway web service in their own applications.

Workflow

N/A

Resolved Known Issues:

Updated icon display issue when using the Chrome browser.

Platform System Deployment Updates:

Module

Target Deployment Updates

Communications

07/11/2018

Payment Gateway

07/02/2018

Workflow

07/12/2018