CostGuard Version 19.5 Details

Customer Care

FR 3049

Miscellaneous enhancements:

• Birth date can no longer be set to a future date in Customer Care.

• Now allows removal of multiple CPNI Authorized Users at the same time

FR 3048

Delete Bill Cycle Change now fires the Customer Modified trigger

AR 8337

New Modify Customer Action added to Workflow lets you change the following properties on an account: account status, invoice format, suppress invoice print, pull invoice, and tax exempt flags.

Communications

AR 8234

Added Billing Order Template Type – automatically pulls in data from an associated Billing Order. When sending a Notification about an order, this lets you get information such as Billing Order ID or Account Number to easily lookup other information that you may want to dynamically pull into the template.

Advance Pay

AR 7828

Web API for Advance Pay Top-ups – Web API now supports:

• Advance Pay Top-ups

• Ability to pay the balance of the order using a credit card associated to an EPay account

• Ability to view current advance pay information so that service can be renewed

See applicable Web API documentation in Knowledge Center for details.

Installment Plans

FR 3045

Label change – Prior label Include Installment Plans has been changed to Include Installment Plan Balances. The new label more closely aligns to the outcome of the Move Service selection. This label change applies to CostGuard Client and the Orders web application.

For the Client (2 locations):

• Checkbox on Installment Plan Profile

• Checkbox in Move Service Wizard

For the Orders App (2 locations):

• General setting for the Orders App

• Checkbox in Move Service

Product Catalog

FR 2981

Duplicate Linked Items – When performing a Product Catalog search or View links on a SKU, the displayed results no longer include duplicates that were based on the assigned Catalog Group(s). This means users now see one result.

AR 7023

Assigning Multiple Limit Tos to a Product Catalog Folder – This helps reduce the number of folders needed to support your Limit To options, facilitating development of your guided assignment flows, and maintenance of your Product Catalog.

AR 7023

Limit To By Catalog Group – The Service Limit To Configuration page in the Limit To Wizard provides new fields for limiting by Plan and/or Handset Catalog Groups. This makes it easier to select multiple SKUs for limiting.

Customer Management

FR 3049

Client Customer Search by Email Address – Returns exact matches only where the email entered matches Email1 on a primary or billing contact for an account.

Customer Care

82999

Updated Customer Care to limit a bank account number to a max length of 21

83009

Updated the Charge E-Pay Account Workflow action to return the specific error message for the error encountered.

83016

Removed validation of the ApplyToInvoiceNumber property on Adjustments and Payments in Customer Care and web services.

Workflow

83014

Updated Workflow so that users can only view definitions for a specific environment vs across their company.

Updated the existing query so that when a list is created in two environments and and import/export is attempted, the import looks for the name field and filters by the environment.

POS

82883

The logic for validating pause/resume orders was updated to enforce the following rule:

When multiple orders are suspended or put OnHold, those orders must be resumed in the same order they were suspended or put OnHold

CostGuard Online Help

83026

Fixed bug where wrong version of help was being shown.

Document Storage

05/03/2019

Workflow

05/08/2019