Documentation Index

Fetch the complete documentation index at: https://help.idibilling.com/llms.txt

Use this file to discover all available pages before exploring further.

IDI version 26.8 is now available.  Click here for details: IDI Updates.

CostGuard Version 19.4 Details

Prev Next

CostGuard Version 19.4 Core Release Bulletin

Change Orders:

Functional Area

AR/FR

Description

Customer Care

FR 3044

Changed the default Menu for Customer Care from Rainbow Bar to New Menu – All environments will default to the new hover menu upon upgrade. Capability to revert to the Rainbow Bar is available by updating a setting (Manage > Settings in Customer Care). Note that the Rainbow Bar menu no longer supports all menu options, and new functionality is only being added to the new menu.

AR 8364

Updated the WS validation for Modify Feature so that the cost and wholesale cost (CPAmount) can be set for the components of one price packages via the API.

Billing Orders Presentation

FR 2954

Roll-up Related Billing Order Status and Errors to Parent Billing Order –

The presentation of Billing Orders in both Customer Care and Orders has been enhanced to roll up related order information when applicable (similar to the Client).

The Errors tab on the Billing Order view now displays provisioning errors as well as related order errors.

Tabs on Billing Orders tabs now display icons as applicable.

POS

AR 8357

Expanded Tender Types that Allow Returns – Updated register policy and tender form to allow gift cards, coupons, and gift certificates as returnable tenders.

Customer Mgmt – E-Pay

AR 8342

A new SSN Lookup operation is provided in the Customer Management web service to let users determine if the SSN is on when creating an account via the APIs.

Resolved Known Issues

Functional Area

PR

Description

Customer Care

82988

Updated Customer Care to omit All from the list of Market values that can be selected when editing the Market on an account.

82969

Updated Corporate Account Charges on Invoice Page in Care so that when installment plans are included the charges are not doubled.

82976

Updated Customer Care so that it does not go through the Payment Gateway for setup of a new ACH account if the Bypass E-Check Transaction Processing setting is enabled.

82984

ACH Recurring End-date automatically getting populated – Updated Customer Care when creating a new ACH E-Pay account to not auto-populate the recurring end date for the account

83003

Updated Customer Care to limit the length of the Description field for a payment plan to 100 characters.

Tickets

82870

Sort on Tickets Dashboard does not work – Updated the Tickets Dashboard to correctly sort on the Name column when the column header is clicked.

82967

Ticket Email Received option not working – Updated the Ticket Communication Notification workflow action to work with an alias in the From Address field

Document Storage

82993

Issues downloading files – Fixed issues in Tickets and Customer Care with downloading Document Storage attachments.

Communications

82950

Updated Customer Care and Tickets to allow an email to be sent with the To, Cc, or Bcc email address has a period in the alias.

Workflow

82971

The timeout threshold for calls to web services from Workflow actions has been increased from 1 minute to 10 minutes. This makes it consistent with web services calls from the other web applications.

OnlineBill

83000

Issues with opening Tickets via OnlineBill – Updated the Create Ticket from Email Workflow action to associate the ticket created to an account when the primary billing contact email address on that account matches the from address on the incoming email.

Orders

82990

Users were unable to add a Disconnect line item to the Billing Order for an item where exclusivity rules should have automatically completed this step.

Exclusivity rules are now honored during a swap equipment order.

Fixed assignment templates browsing to allow for restricted items to be assigned since it is a form of guided assignment.

82987

Package components added with same Cost and Wholesale values as the package – Fixed the swap logic to set the default value of the package components to zero

RateBill

82953

System no longer allows a calling area that is in use to be deleted.

82962

The issue where, under a specific sharing and assignment scenario, the unit balance ledger can show incorrect balances has been corrected

82945

Account Posting – Check Adjustments Monitoring – Updated the Charge Account Operation in the Balance Web Service to post adjustments and payments associated to E-Pay transactions.

82979

Discount “reduction amount” mismatch error – Verify the discount amount will not ever be reduced below zero and account for a potential loss in precision in one or both of the values but will still compare the rounded-to-penny amounts.

Taxes

82914

CostGuard was not charging taxable items but the associated report looked like taxable amount was Zero. Now, when returning an AdvancePayProductPricePoint and zeroing out the tax amount, GrossSales and TaxBaseAmount are also zeroed out.

82899

Exemption Problem with Surcharges – Added logic to the AllocateExemptChargesToSurchargeTaxBuckets to skip the surcharges exempted via extended exemptions.

Validate the TaxDue and ExemptionCharges in the InvoiceTaxDetails when a tax is configured to exclude surcharges.

82906

Updated taxing so that they apply correctly when multiple jurisdictions and a discount are applicable for the service.

Customer Management

82974

Updated CostGuard client to prevent saving an invalid bank routing number on an ACH E-Pay account when the Allow only known ABA Routing Numbers E-Pay setting is enabled.

Product Management

82977

On a package, in the Product Catalog, if the Is Restricted setting is enabled this update will now allow restricted products to be included in Assignment Templates.

Platform System Deployment Updates:

Module

Target Deployment Updates

Workflow

04/03/2019

Document Storage

04/04/2019