CostGuard Version 20.1 Details

Orders

FR 3056

Direct invoicing – Major enhancements including:

• Support for invoice generation

• Changing tax jurisdiction on-the-fly

• New Workflow Action for ‘Processing BTA Adjustment This action gives you the flexibility to have a Bill To Account (BTA) Adjustment) apply to an account prior to the Billing System Update action completing. Related to this functionality, this is the Direct Invoice revenue. Prior to this new action, if you wanted to see the revenue applied to the account, you needed to run the Billing System Action which would prevent you from modifying in flight orders.

• Updates to Billing System Update action let you run this action within your Split Groups AND modify inflight orders for items that have not been pushed to the account. Prior to this update the first time the Billing System Update action ran it would lock the entire order and no additional edits could be made.

Bulk Data Import

FR 3105

Bulk feature import – Lets you add features to accounts and services using a bulk data file import. CostGuard orders are created from the import.

Workflow

FR 3111

REST APIs in Workflow Management to activate, complete, wait and error a work item instance.

FR 3127

Quicklinks – Workflow now supports quicklinks to facilitate navigation between web modules and other external systems. This is equivalent to what has been available in the Customer Care, Tickets and Inventory web applications.

FR 3135

View Workflow Notes From a Task – Users can now view notes on a workflow instance from the Tasks in that workflow instance. A notebook icon has been added at the top right of the Task Details page and in tasks expanded in the My Tasks and Search grids. Clicking on the notebook will open the workflow notes. This saves users from having to open multiple tabs to view notes.

RateBill

FR 3142

Note:

As of software release 20.1 R9 the functionality for FR 3142 is temporarily disabled as IDI evaluates additional use cases.

This includes related PR 83397 provided in 20.1 R7. If you’re currently on an earlier version of the release 20.1 and you find this functionality is negatively impacting your billing, you’ll need to upgrade to release 20.1 R9 or higher.

Proration logic enhancement evaluates each month individually when calculating a charge – It calculates the length of time (and percentage to charge) for each applicable month based on the number of days in the month, instead of using the number of days in the month being billed against the entire span of days. This results in a more accurate charge.

Security

FR 3097

Automated synchronization of SaaS and Client users

This FR was originally released in version 19.11 to provide:

• New system-defined triggers and action that automatically update the Security User table in Admin Console when a Saas User is created or modified in the Security web application.

• Using the Sync Security Users function in Admin Console will also fire this trigger.

  Note:

  The scheduled job still exists; however, it marked as deleted and the infoscript is blank (the job is not functional).

CostGuard version 20.1 updates this FR with the following functionality:

• Create/Modify trigger (event) logic has been updated for new fields IsUserSyncMessage and UserTypeID. These fields are used in the filter conditions of the new triggers. IsUserSyncMessage tells the trigger whether the message is for syncing (Yes/No). UserTypeID is either application user (2) or web service user (1). Web service users are not synced.

This functionality is pre-configured and works out-of-the-box. If any customizations are needed, contact IDI for assistance.

Customer Care

83300

When creating a customer, if no Account Number is specified in the request, the system generates a temporary account number based on the current Date/Time. In cases where multiple requsts were occuring withing the same millisecond, this could result result in duplicate temporary account numbers, which in turn would cause a SQL exception when trying to insert the record in the database.

To avoid this, the logic for generating temporary account numbers has been enhanced to better generate unique numbers.

83315

When editing a customer, if the change results in an invalid SMS number (SMSServiceID’ is not valid) now users have the ability to edit the SMS number.

Communications

83302

Communications web service was getting a ‘KeyNotFoundException’ when the htmlAgility pack resource tried to get the plain text of some email bodies to be indexed (Nitro).

Tickets

83317

In cases where a service or location was being added/edited/removed from the ticket, they were not changing within the scope of Affected Services/Locations, and consequently any other change that had been made since the page was loaded would revert to original values. This has been fixed.

Steps to reproduce:

1. On a Ticket, change the Assigned To user (From User A -> User B

2. Without refreshing the page or navigating away, add/change the Affected Service/Location.

3. After refreshing, user B should still be the Assigned To user (does not revert to A).

Orders

83297

Order search failed on account number search – Updated search to properly handle numeric values larger than a max int.

83321

Added a tender status check to prevent voided tenders from being added to tender collection.

RateBill

83332

Outcollect process appears stuck or runs slow – Improved performance of TAP outcollect generation to check valid outcollect cycles once and not for every roaming agreement.

83335

Fixed the ‘Department Charge Detail’ XML Report to include services with only usage charges

83340

RateBill request error – Updated logic when an invoice is deleted to delete from the InvoiceUsageHistory table

Workflow

83306

Corrected timeouts to be 120 seconds for Workflow Data Service requests in the Workflow Management Data Service API.

83338

Improved the performance of an underlying sql view to improve loading Workflow notes.

Retail Installment Plans

83319

Updated the Installment Plans by Account report – The report was incorrectly showing a balance remaining when CostGuard Client showed remaining installments/balance was actually 0. Now the report uses the vw_CGCcmt_RetailInstallmentPlans view so that the report and CostGuard Client views are in sync.

Security

83328

When adding permissions to a user in Security, the Check All option now properly adheres to the environment filter. Previously, if the Show All Environments checkbox was checked and Check All was selected, the Environments field would show a mis-match (for example 58 of 13) if the system had hidden environments.

Workflow

01/09/2020

Security

01/13/2020