CostGuard Version 20.4 Details

Customer Care

FR 3008

View pricing plans on services – Customer Care now has essentially the same functionality to view a summary of all pricing plans associated with a service as has been available in the Client.

FR 3157

Ability to delete a contact via web modules/APIs – Customer Care and Customer Web Service now have the same functionality to delete contacts from a customer account as has been available in the Client.

FR 3159

Fixed data unit display – A new setting lets you display all usage values with a fixed unit (KB, MB, or GB), or continue to use existing dynamic units functionality. Fixed units may alleviate confusion for store clerks, and save them from having to do on-the-spot units conversions to answer questions when they’re in front of a customer.

FR 3197

Service status presentation for linked services – When viewing service addresses on an account, or managing service addresses systemwide, service status is now shown as an icon in the first column of the Linked Services grid. similar to how service status is shown on the services and features page.

Usage Processing

FR 3175

Support for VoLTE TAP outcollects (including QCI indicator) – This supports the QCI indicator in parse and usage records and in outcollects.

Payment Processing

AR 8514

Scheduling recurring invoice payments – This provides a new scheduled job that automates the manual E-Pay export transaction functionality currently available in the Client Accounts Receivable.

Customer Care

83421

Workflow actions template not found error due to display name/keyname mismatch. When a workflow action looked for the template keyname, Customer Care would pass in the display name. If the keyname and display name matched, the template was found; however, if they did not match the workflow action failed to find the template. To avoid mismatches, Customer Care has been updated to pass the keyname of the template instead of the display name.

Also with PR 83421, under MANAGE > Settings > E-Pay Accounts, when you enable Send Notifications for Exiring Credit Cards, the Configuring Expiring Credit Card Notifications dialog has been enhanced to support multi-selecting items in the Account Type and Account Status drop down menus. Previously you could select one item or all items. Now multiple types and statuses can be selected without having to select All.

Workflow

83423

Performance enhancements to improve loading conditional/splitter step instances.

OnlineBill

83408

The logo for the JCB card type was not working in the Add Payment Account screen in OnlineBill. The location where the image is hosted was set incorrectly and has been updated under this PR. This ensures the JCB card type logo is displayed correctly.

Direct Invoicing Orders

83391

When a retail item was sold via Order Placement web service and then returned in CostGuard Client, taxes were subtracted from the return amount rather than added. This resulted in the return amount being less than the purchase amount. Note: This did not occur when the item was sold via POS.

The rounding sign (+/-) has been corrected such that taxes are now added rather than subtracted when a retail item sold via order placement is returned via CostGuard Client.

To test:

• In Orders configure Direct Invoice settings.

• Sell a retail product (configured with tax class such that taxes will be calculated).

• Submit the order.

• In CostGuard Client, force complete the order.

• In a new POS order, return the retail product from the previous order.

• Confirm the return amount is equal to the purchase amount.

Payment Processing – USAePay

83409

Payments for CostGuard ACH E-Pay accounts were failing at USAePay when the contact for the E-Pay account did not have an associated name (USAePay requirement).

To resolve this going forward, users can no longer create an ACH account in CostGuard using a contact with no name. Any attempt to do this will display the following error: The Selected Contact does not have a Name associated and that is required. Please select a Contact with a Name.

Note:

This does not resolve the issue for existing accounts where the contact has no name. These accounts will need to be assigned a contact with a name.

Tax Management

83367

TaxJurisID not set properly (RetailProductJurisdicionTax table) when selling an AdvancePay product and creating the customer in the same Order.

This PR is fixed by PR 83416 provided in CostGuard release 20.3. When a POS order used a taxable address based on the shipping contact, and that address was validated using the Address Validation Mgmt web service, the returned tax state was not being saved in the address validation result, causing sales tax for the POS order to be incorrectly calculated. The returned tax state is now saved so that sales taxes are correctly calculated.

83428

A state level per-line tiered tax was over-assessing the tax when the account had a sufficiently large number of services in different tax jurisdictions within the same state. Also, a per-line tiered federal tax could over-assess the tax when the account had services in different tax states, and a sufficiently large number of services.

Taxing logic was updated to properly count the number of services within the tax state, regardless of tax jurisdiction, when applying a per-line tiered tax at the state level.

Also, taxing logic was updated to properly count the number of services on an account, regardless of state, when applying a per-line tiered tax at the federal level.

Address Validation

83441
83445

Address Validation 1X (Soap-based) and 2X (RESTful-based) web services were using the TaxAuthority FIPS (Federal Information Processng Standards) code returned from CoreLogic, which often was not specific enough to determine tax jurisdiction.

These PRs change the web service logic to instead use the State/County and Place FIPS codes which are much more specific for determining tax jurisdiction.

PR 83441 fixes 2X (RESTful) and PR 83445 fixes 1X (SOAP).

RateBill

83427

The performance of duplicate detection has been improved by checking for duplicates in deleted files just once (they were being checked multiple times).

Workflow

03/31/2020

Payment Gateway Application

04/07/2020

Address Validation

04/14/2020