CostGuard Version 20.10 Details

Customer Care

FR 3316

Removed obsolete Customer Care setting:

Manage > Settings – E-Pay Transactions – Payment Invoice Application has been removed because the associated functionality is no longer supported.

Customer Care

FR 3304

Retail History Pageenhancements:

• Removed Quantity field from Bill Payments and Deposits (quantity is always 1)

• Added Service Number field for displayed details of a retail discount/price adjustment

• QuantityPurchased and QuantityReturned fields are now combined into Quantity which will have a negative value if the item is a return

Orders

FR 3301

Port out requests – Port out request information has been added to the Orders module to support automatic status updates to service number inventory and reduce the need for manual intervention. Users can now mark the disconnected service as a port out, and specify the carrier to which the service number is being ported to.

CostGuard Client

Journal/Follow-up

AR 8700

Limiting Journal/Follow-up Status selection by Type –

Note:

This functionality applies only when adding/editing Journals/Follow-ups in the Client.

Prior to this release, on adding a Journal or Follow-up, you were able to limit Type and Status selection by User Group through configuration in Admin Console Data Management. Now you can also limit Status based on Type.

RateBill

AR 8719

Update Location Catalog Group Charges Report – The Location Catalog Group Charges optional report has been updated to include extended tax products in the service breakout section.

Notes:

The existing National Fees item in the account section has been renamed to Extended Tax Products.

The SKU description (Regulatory Recovery Fee in this case) will be included in the XML for presentation on the invoice.

Workflow

FR 3261

Export Workflow Definitions – Added ability to export the grid contents on the Configure > Definitions page in Workflow.

Workflow

FR 3267

Multi-select capability on Task and Workflow Search – This enhancement lets you select up to 10 items in these fields:

• Task Search: Status, Group and User fields

• Workflow Search: Status and Coordinator fields

Payment Gateway Application

FR 3310

Sensitive information scrubbed from PGA-related error message in Customer Care – Previously in Customer Care, if you created a new credit card E-Pay account, and then mistakenly selected ACH in the iframe, an error would occur that displayed sensitive information. The error condition is correct since you can’t select a different payment type in the iframe than you previously selected in Customer Care; however, the error message should not contain sensitive information. This has been resolved by updating the PGA to no longer pass the sensitive information to display in the error message.

Customer Care

83486

Cannot credit back contract penalty inCustomer Care

This was previously unavailable in the click-to-credit function in Customer Care.

The ability to credit back a contract penalty is now available in Care.

Communications

83539

Fix processing errors that occurred due to missing and unnamed attachments in inboundmessages

Logic in Communications has been updated to properly handle inbound messages with:

multiple attachments with the same file name

all attachments with no name

Also messages can now be deleted even if they have missing attachments.

RateBill

83536

Auto-create recurring E-Pay transactions – Transactions created unexpectedly andpartial status on bill periods

This addresses two issues with creating recurring E-Pay transactions for invoice payments.

The Auto Create Recurring E-Pay Transactions scheduled job delivered in 20.4 was marking a bill period status as Partial on the Manage Recurring Transactions page when no transactions were created for the bill period. The logic has been corrected to set the status correctly for a bill period. The status will remain Not Created when no transactions are created.

Customers with a pending bill cycle change were charged before their current invoice due date. This occurred for both manual and auto-creation of E-Pay transactions (since 20.4). The logic has been updated to only create transactions for customers in the same bill cycle as the period be exported (when the Total Amount Due option is selected). Bill cycle change customers will not get charged until they bill and the invoice is due in the new bill period.

RateBill

83560

Contract Summary Optional Reports Includes Non-BillableContracts

Contract Summary Optional XML should not include non-billing contracts..

Contract Summary Optional XML has been updated to exclude non-billing contracts..

Workflow

83494

Assignment setissue

When a task in an assignment set was reassigned to a new group and a new user, and then that task was completed from the My Tasks page, the new user was not getting saved due to a race condition.

This has been fixed by changing the order of the calls that the Workflow application makes in this case, so that the assignment set is changed first, and then the task is completed.

Workflow

83497

Splitter step is being marked complete before all children arecomplete

When a splitter step split and one of the child workflows generated had 0 tasks, the splitter continued on despite the other children not being complete.

The workflow event processor was updated to ensure a Splitter Step does not complete prior to completion of all the step’s subworkflows.

Workflow

83500

Send Date on inbound communication messagesmissing

Inbound messages with no send date in the message header were displaying the send status as pending.

With this release, the display logic in Workflow has been updated to set the send date to today when there is no send date in the message header.

Note:

This PR was originally included in the 20.8 release for Customer Care, Tickets and Communications. With 20.9, it now covers Workflow as well.

Workflow

83508

Incorrect display of task status on My Tasks page for cancelledworkflow

On cancelling a workflow, there was an incorrect display of the task status on the My Tasks page in the Workflow application. The Task Search page correctly displayed the task status as Cancelled, but the My Tasks page displayed the task status as In Progress.

Note:

This issue cannot be consistently replicated and is related to the timing of the task going to In Progress and the workflow being cancelled.

Workflow has been updated to correctly display the task status on the My Tasks page in this scenario.

Workflow

83509

Workflow conditional step errorhandling

For no apparent reason, a workflow stopped at a specific step in the Workflow and did not continue. This was caused by an unhandled exception on a Conditional step.

Error handling logic was added so when a Conditional step encounters an unhandled exception, the step and the workflow are put into In Error status and the error message is added to the workflow activity history.

Workflow

83544

Workflow error received: Error Activating SubworkflowStep

An error was received due to a duplicate key for System.CurrentDateTime in the extended data collection for a workflow instance.

Workflow has been updated to no longer store System.CurrentDateTime as extended data.

Workflow

83547

Cancelling subworkflow while parent is on hold does not properly notifyparent

When a subworkflow was cancelled while its parent workflow was on hold, the subworkflow status did not propagate to the parent step. When the parent was taken off hold, the workflow would not go beyond the sub-workflow step that was cancelled.

Workflow has been updated to correctly propagate a subworkflow cancellation to the parent when the parent is on hold.

Workflow

83554

Account-level features can be added as a grouping member to more than onegroup

When splitting by Service Processing Action, users were able to add the Account-level features multiple times to a single group and to more than one group.

The Splitter Configuration page has been updated to prevent users from adding account-level features as a grouping member to more than one group.

Bulk Data Import

83507

Bulk Data — Customer Import performing slower thanexpected

Customer Import slow performance was due to using a customer lookup API called Customer Summary to verify the customer account number.

The slow performing API has been replaced with the Customer Management Account Search which performs much better.

Bulk Data Import

83534

Feature Import: Bulk Dataerror message

When a large number of features were added to the same service within a single file, the following errors were received:

[LoggingNumber=500108] Cannot specify the same ServiceID (##) as another ServiceInformationItem (##).;

[LoggingNumber=500025] The ServiceInformationItem could not be found using ServiceInformationItemID ‘-1’.

Batching logic in the Feature Import was adjusted to prevent this.

Address Validation

83499

Addr Val 2.X – prevent exception when an address validates in CoreLogic but not USPSzip+4

The system was not correctly handling situations where an address was in CoreLogic but did not have USPS validation ZIP+4 information. This caused a failure when trying to use the USPS result.

The logic has been corrected to properly handle the above scenario.

Note:

This was originally deployed for the 20.8 release, and has been updated for 20.10.

Workflow

10/06/2020

Payment Gateway Application

10/07/2020