CostGuard Version 20.2 Details

Customer Care

FR 3131

Consistent label for Sales Agent – In Customer Care, all areas that show the sales agent are labeled as Sales Associate.

FR 3158

Added a Days Past Due indicatorto Overdue system notification. Historically CostGuard has always displayed the number of days past due as part of an indication that an account is Overdue. Prior to this solution, this was not supported in the Customer Care overdue notification.

Orders

FR 3147

Data Lookup Enhancement – Added ServiceInformationItem as a Data Lookup Category. This lets users leverage the ServiceInformationID in a data lookup for fields that are contained in the ServiceInformationItem Odata. This would apply in cases where splitters are being used, more specifically, a method grouping of Service.

Bulk Data Import

FR 3145

Feature Import Enhancement – Ability to modify features (including Billing Status) via the Bulk Data Import.

FR 3089

Journal Import – Ability to import journals for accounts using Bulk Data Import.

Payment Proccessing

AR 8538

Ability to look up submit/create date for original payment account transaction – The Payment Created trigger now supports data lookup to find the date the original Payment Account Transaction was created.

Workflow

FR 3139

Ability to set Processing Time to NOW – Parameters will accept a configuration value for Workflow Engine to set a timeframe, auto resume a Workflow, or set for wait time, similar to GETDATE function in SQL. This functionality is included in Extended Data and Action Parameters.

Added option to select System.CurrentDateTime in Workflow when creating Triggers and Workflow Definitions.

For Triggers, this can be selected:

• when adding a condition on the left side of the Trigger

• as a parameter value on an Action.

• For Workflows, this can be selected:

• as a parameter value on an Action

• on a condition within a Conditional step

FR 3141

Support for Contains operator – Added option for Contains or Does not Contain in Trigger and Workflow conditions for text and hyperlink fields.

Also added options for Begins With and Ends With in Trigger and Workflow Conditions for text and hyperlink fields.

FR 3162

Trigger configuration compatibility with Internet Explorer – Updates made so that boolean Workflow Action parameters no longer cause an issue in Internet Explorer 11.

RateBill

AR 8566

New optional XML report for Account and Service New Charge Summary – Provides a summary of new charges for account-level, and both wireline and wireless services. This is to make invoices easier to read, and save readers from having to manually add charges to verify if the total monthly charge is correct.

To use this report, setup is required in Admin Console and Configuration Console.

AR 8613

Breaking out prorated (partial month) recurring charges and credits from full month recurring charges on invoices. Two new optional XML reports are now available to support this functionality:

• OCC (Other Charges & Credits) New Charges Summary

• OCC Charge Detail

Balance Web Service

OnlineBill

FR 3146

Users can set a transaction to Approved with only having to make one call. Previously this required first creating a non-approved transaction, then making a second call to the Modify EPay Transaction endpoint to set it to Approved. See Knowledge Center API documentation for details.

Accepted credit card icons now display on OnlineBill’s USAePay hosted payment pages.

OSG Invoice Management

AR 8594

Change URL for viewing invoices from OSG– Due to changes by OSG, users that do not use IDI-based invoice storage and rely on OSG for invoice storage need to have OSG NPAY settings configured in order to view the invoice PDFs.

This is now supported via MANAGE > Settings in Customer Care. When enabled, you can configure the Client ID, Passphrase and URL parameters (supplied by OSG). Also the Client and Customer Care have been updated to open invoice PDFs using NPAY parameters when this functionality is enabled and the parameters are configured.

Note:

IDI system users that do not use Customer Care will need IDI to perform this setup when this functionality is required.

Customer Care

83354

Terms and Conditions error – When updating the terms and conditions from within the client, the original error did not provide enough information regarding the underlying issue. This solution provides a better error logging message to help understand what is causing the error so that it can be adequately reported and fixed under a new PR.

83363

When creating an account in Customer Care, Care was incorrectly setting the default values for the credit class and credit limit fields when using field level configuration. With this solution, the default values for credit class and credit limit are now applied correctly.

Treatment

83383

Resolved an issue when attempting to view Batch History in Treatment Management where the Batch History window would indicate loading bot not show any rows.

Installment Plans

83378

Added back the missing Service Number column in the Installment Plans by Account report, which was inadvertently removed by PR 83319 (CostGuard 20.1).

RateBill

83345

Updated Billing to no longer generate errors or warnings for Usage Type 0.

83365

On finalizing a bill period, the logic was comparing the first 22 characters of the RequestJob description. This was not specific enough and resulted in Finalize Requests on different bill periods to be cancelled as duplicates.

Finalize logic has been made more specific to prevent Finalize Requests on different bill periods from being cancelled as duplicates.

Sales Channel Management

83371

Prior to this soultion, when creating (or editting) a sales person in CostGuard Client Sales Channel management, Sales Code permitted entry of more than 16 characters; however, anything after 16 was truncated when saved. Sales code entry is now limited to 16 characters.

Security

83333

There was an issue with the implementation of FR 3097 that caused environments that were not set to sync with SaaS security to get synced. This solution fixes the user sync process to honor CostGuard’s Use SaaS Security settings.

ImplementationDetails:

• The CostGuard Workflow Action (added as part of FR 3097) to sync a user was updated to first check the integrated SaaS Security setting before syncing a user. If the option is off no syncing should occur.  The security web service was updated to look at the backbone settings for an environment to determine if it should sync a user. This check should occur for each environment and domain listed in backbone.

• Also added functionality to push the following Config Console settings to the Security Database: Use SaaS security & Domains to sync

• Resolved an issue where IDI user data profiles were being cleared out as part of user sync.

83379

Resolved an issue where Syncing Users in Security was removing their Data Profiles.

XML Reports

83381

Updated the following optional XML reports to respect the Change Bill Period Next End Date setting, so bill period end dates appear on the invoice based on this configuration:

• Usage Type by MRC Groups

• New Charges for MRC Groups

CostGuard Client Usage Summary

83372

CostGuard Client Usage Summary for an account has two tabs – Wireless Usage and Usage Type Summary. When viewing only data records, even prior to this solution, the Wireless Usage tab would properly shows KB/MB/GB in the footer totals. With this solution, now the Usage Summary tab also properly shows KB/MB/GB in the footer totals.

Workflow

02/06/2020

Security

02/06/2020