Documentation Index

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CostGuard Version 19.7 Details

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CostGuard Version 19.7 Core Release Bulletin

Change Orders:

Functional Area

AR/FR

Description

Customer Care

AR 8308

Notification for expired or soon to expire recurring credit card account – Users with Manage Settings permission in Customer Care can enable/disable expired card notifications

Orders

FR 2990

Creating Direct Invoice orders – Charges for designated Direct Invoice products are billed to the account in the IDI system, and carriers can send an invoice for the Direct Invoice products outside the normal bill cycle.

Notifications Management

AR 8234

Viewing and resubmitting Communications-generated notifications in the Client and Customer Care – This is an enhancement to the initial release of support for Communications-generated notifications provided in 19.6. With the 19.7 release, the ability to view and resubmit these notifications in both the Client and Customer Care will help service reps assist subscribers with questions regarding notifications.

Orders

AR 8328

Restricting actions on child-level SKUs – This lets you prevent unauthorized users from performing disconnect/reconnect actions on child-level SKUs independent of their parent Service or Package. This applies to Customer Management orders in the Client and to the Orders Web application.

Tickets

FR 3064

Ability to Edit and Replace existing documents – Prior to this release, users could only add and delete documents in Tickets. Now users can edit and replace existing documents.

OnlineBill

FR 3064

Ability to remove unlinked users – Lets admin users clean up records that persist when an OnlineBill user is deleted in SaaS Security, but the associated record in the UserCustomer table is not removed.

AR 8453

Preventing customers from turning off Autopay – A new setting for Enforce Autopay lets you prevent customers from turning off Autopay. The setting defaults to False, meaning customers will be permitted to toggle this setting by default.

Communications

AR 8457

Ability to send treatment e-mails to billing contacts (previously the only option was to send to the primary contact).

Address Validation

FR 3053

Update USPS Address ValidationDLLs (provided in a V19.6 service pack) – Current DLLs will stop working as of 8/8/19.

Process Automation

AR 8347

Monitor background payment processing – This provides a Trigger to log data such as records processed, skipped, etc for background payment processes. The HTTP Action to send information and email notifications from Communications can be configured to consume the Trigger.

Payment Processing

AR 8403

Payment Account Transaction Created Trigger added to the Client to include firing the trigger when E-Pay runs as part of a bill run.

Retail Installment Plans

AR 8436

Down Payment Amount field supports decimal (currency) values – Allows entry of a 2-decimal value (e.g. 12.25) rather than restricting the entered amount to an integer.

Customer Management

AR 8333

Avoid double-billing on reconnect orders – This is to help avoid double-billing charges on reconnecting a service or package when it has products configured to not credit on disconnect.

Resolved Known Issues

Functional Area

PR

Description

Customer Care

83040

(Applies to Tickets as well) – System was not limiting the Journal Type/Follow Up type drop downs to only display User Defined JournalTypeIds (JournaTypeId > 1000). System defined journal types should not be available to select. Updated the drop down for Journal Type, Follow-up Type, Ticket Type to only include values where the ID is > 1000.

Tickets

83040

See above

83062

Added Ability to delete Documents from a Ticket

Rating & Billing

83045

Fixed logic so that COUNTY level tax is applied when the CITY level tax Includes County = TRUE and and CITY and COUNTY are both in the same jurisdiction.

83046

Updated the Rate Bill XML Invoice operation for Remit To and Payer address information to no longer send a carriage return (new line character). Carriage returns are replaced with a space.

OnlineBill

83051

Added ability to remove single users from OnlineBill that were previously removed from Security.

Retail Installment Plans

83098

Improved Installment Plan Processing Performance

Workflow

83043

Updated the logic that saves extended data on the Sub-workflow page to no longer save a change to the Key Name as new extended data. If an extended data item key on the modify sub-workflow page is modified, the extended data item is removed and then re-added.

83058

Fix made to prevent View-Only user from applying Bulk Update

Bulk Updates to workflows require Manage Workflow Instance permission

Bulk Updates to tasks require the Manage Tasks (Basic) or Manage Tasks (Advanced) permission

83075

Updated the Workflow Bulk Update page so that when the Group is edited, the User must also be edited.

83077

Fixed Splitter Step Configuration Page so that sub-workflow extended information is saved correctly for steps with multiple groupings.

83083

Updated the Workflow Definition page so that editing a definition from the search results grid no longer causes the window to hang with a Processing dialog when the user clicks Save.

83084

Fixed issue searching for group members on Splitter Configuration Page in Workflow.

Platform System Deployment Updates:

Module

Target Deployment Updates

Workflow

07/09/2019