Documentation Index

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

CostGuard Version 19.8 Details

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CostGuard Version 19.8 Core Release Bulletin

Change Orders:

Functional Area

AR/FR

Description

Orders

AR 8433

Auto-populate sales channel – New setting in Orders web application to auto-populate sales associate field with the one assigned to the user entering the order. This applies when entering orders in the Orders web application and the Client.

Address Validation

FR 3035

Enhanced Address Validation – IDI has released a new Address Validation Management Web Service as part of version 19.8. This new web service provides the same validation as US postal address functionality that has existed in the system previously. This includes validation using the US Postal Service database and/or through an interface to CoreLogic. The enhancements are:

  • Platform Component: The new web service is a Platform component. Enhancements and fixes for address validation will no longer require an environment to receive a Server upgrade.

  • REST API: Developers using the new Address Validation Web API will have access to a RESTful API rather than the existing SOAP-based web API. Based on customer feedback, IDI believes this will be welcomed as a much easier to use and familiar programming paradigm for most web developers. To give customers plenty of time to adapt, the new Web API, legacy SOAP API calls will continue to work until the point at which the older web service is permanently deprecated. The new RESTful API documentation is available on E-Support.

  • Address Validation Logging: Address validation logs will be available in a new Address Validation section of the Audit Log web application. This will replace using any legacy Report Explorer reports in the client to view the results of ongoing address validation requests. The new Address Validation GUI is described in Address Validation Log Search.

CostGuard Client Device Management

AR 8300

Releasing devices from their assigned services – A new option in Device Management facilitates the process for releasing (disassociating) devices from their assigned services to make them available for use with another service.

Payment Processing

FR 3072

Removed legacy code around 4-digit credit card number – When editing an E-Pay account, card numbers are masked. Prior to this enhancement, for card numbers of four or fewer digits, the first digit was replaced with an asterisk (*). This code was removed as the system only stores the last four digits and the web services do not store any asterisks in the card number.

AR 8437

Auto-Updater with Authorize.Net (Update of Credit Card Information) – New REST end point returns EpayAccountID when an associated token is supplied. See API documentation for Balance Web Service for details.

AR 8481

IsRecurring Indicator – Added IsRecurring property to:

  • the PaymentAccountTransaction Odata in the Customer Web Service

  • the PaymentAccountTransaction Created and Modified Trigger message

This includes an update to when a payment is created via the nightly payment processing scheduled job. The update places Recurring at the beginning of the description so that it will display on the Balance tab.

Core Reports

AR 8460

Adjustments by Date report – Added Market Name as a field and optional parameter.

PCI Compliance

FR 3069

Added support for connections using the TLS 1.2 protocol – Impacts the Client. Web applications and platform applications.

Resolved Known Issues

Functional Area

PR

Description

Customer Care

83087

On Corporate accounts the Disconnect date could not be modified when a disconnected child account was cloned. Now the system clears out the disconnect date when an account is cloned, allowing for it to be modified.

 

Rating & Billing

83063

When Alternate Invoice Number option was turned on, Batch Payment process wasn’t matching the payment using the Alternate Invoice number – An error was returned when an alt invoice number was used for the applied to invoice number and that number didn’t match the invoice number. Now the system catches exceptions and then attempts to get the invoice number from the alt invoice number.

83081

Corrected Auto-Generate Batch Number Logic in CostGuard Client.

83097

Updated billing tax logic so that Includes County flag is now evaluated per service for per-line taxes.

83109

Updated SQL for Tax Audit Log Services report that was preventing any Service that is taxing by Service Address from being returned in the report.

83120

Fixed the taxable charges on InvoiceTaxDetail for Usage charges which were discounted by volume discounting.

OnlineBill

83073

The following enhancements were made to add missing options in Contact State field:

On the Admin > Configurations Page, added Manage Contacts default Country Drop-down – Defaults to USA but can be overridden by Environment or Market.

Under Account Mgmt > Manage Contacts added a Country drop down for new/edit contacts screens. It defaults based on the Manage Contacts default Country Drop-down setting and is a required field.

Country and State drop-downs are now populated by the TaxState API. The Country drop down selection is used to identify which states values are displayed in the state drop-down. The State drop-down displays the full state name (not the two-character abbreviation). Once the contact is saved, the address display will only show the two-character abbreviation.

83133

Fixed an issue that was preventing the export button from functioning.

Workflow

83107

Optimized the WorkItemInstances Odata to improve performance on Workflow Task search.

83117

Updated Export of Workflow definitions from FireFox to work correctly.

83118

Fixed issue filling in new extended data on sub-workflow step so that double entry is not required.

CostGuard Client

83124

Corrected rounding issue in the display of tax amounts when viewing Invoice Details in CostGuard Client

Platform System Deployment Updates:

Module

Target Deployment Updates

Security

08/01/2019

Workflow

08/08/2019

Bulk Data

08/08/2019

Audit Log

08/08/2019

Document Storage

08/08/2019

Communications

08/14/2019

Payment Gateway Application

08/16/2019