CostGuard Version 20.9 Details

Customer Care

FR 3303

Retail product and discount details on Retail History Page – This adds the ability to view product and discount details on the Retail History page originally added in version 20.8.

Customer Care

FR 3006

View Tender History – The Retail History page (provided with the 20.8 release) now provides Tender History information similar to the view in the Client.

Balance Web Service

FR 3299

Error message enhancement – The Balance web service contained error messages that indicated they occurred in the Customer web service. These messages have been updated to correctly indicate the Balance web service.

Communications

FR 3232

Improved efficiency on indexing body text for message and notification search

This release provides enhancements for storing message/notification body text in the Azure search index.

• Discontinue storage of notification body text – Communications no longer stores the body of notifications in the Azure search index. A one-time process will remove all existing notification bodies from the index. Also, the Body field is disabled when Notifications are selected as the Type in Communications search. An information icon informs users that body searches only apply to Messages.

• Data life-cycle management –The system automatically removes message body text from the search index for aged messages related to Workflow, Customer Care, Tickets and Communications after a set number of days. When a body text search is performed against an aged message it will return no results. Instead, users will get a warning indicating body text search is not available for aged messages.

  Note:

  This release includes four new Archive Messages actions in Workflow that are set up specifically for Data Lifecycle Management. They are not intended for any other purpose and do not require any configuration by you.

Note:

With these enhancements users will be unable to find notifications and aged messages when searching the body text, however, the original message and notification body text is still intact. Users can navigate to items using other search criteria to see full body text.

Taxes

AR 8612

Tax Management API – A new Tax Management REST API with a Calculate Taxes operation supports providing tax amounts for features in the Product Catalog.

 System Requirements

FR 3138

Revised version of the System Requirements for version 20.9 – These requirements are provided in the IDI Knowledge Center under Documents > Specifications (https://help.idibilling.com/?ht_kb=specifications).

Update for the required version of the Microsoft .NET Framework from 4.52 to 4.8.

Minimum versions for some Microsoft supporting systems are updated to reflect the vendors end of support milestones for older platforms.

Customer Care

83533

A customer field configuration rule is in place that prevents adding and editing tax data (including extended exemptions) on an account; however, it was allowing extended exemptions to be removed. Customer field configuration has been fixed to enforce extended exemptions rules correctly.

Customer Care

83538

When loading the Order History page in Customer Care, billing orders took too long to load. The performance has been improved by adding CustomerID to the query that retrieves this information.

Note:

Systems on SQL 2014 will not see any benefit, due to the older SQL version.

Security

83472

On creating a new user in any web application (Customer Care, etc…), Saas Security permitted creating user names with commas, for example Test,account; however, the web application would not allow log-in with such user names. To avoid log-in errors, Security and the Security web service have been updated to not allow commas in user names. Attempting to create a user name with a comma in any web application will now result in an error.

OnlineBill

83532

The OnlineBill Service Summary Export function was outputting some data in the incorrect column. The Charge column was empty (no data), while the Charge value was presented in the column to the right. This has been resolved so that headers and their corresponding data line up in the correct columns.

Notifications – CostGuard Client

83537

The Notification tab in CostGuard Client was only pulling down the first 50 templates. As a result any attempt to find the template of a notification that was not in the first 50 resulted in an error. Paging has been added to pull down all templates.

RateBill

83529

Rounding Issue: .01 difference for Tax Data in Invoice Detail vs Invoice Tax Detail – A difference of .01 was discovered for tax data stored in InvoiceDetail versus InvoiceTaxDetail. This was due to how the 5th decimal place in the tax calculation was stored and rounded. Billing logic was updated to correct this issue.

RateBill

83535

To prevent RateBill failures, additional exception handling has been added to the logic used by RateBill for committing writes to databases.

RateBill

83540

When the Alternate Billing Cutoff for In Advance – No Prorate Products setting was enabled in Customer Care, products with prorate type of In Advance – No Prorate would double charge when they were end-dated on the last day of the bill cycle, prior to billing running. Billing logic has been updated so that this no longer occurs..

Product Catalog – Discount Configuration Wizard

83530

The Allow Chargebacks checkbox in Discount Configuration wizard in Product Catalog was always set to unchecked (false) on loading the page. This occurred if the setting had been checked and saved in a prior instance of the wizard, as well as when a user checked it in the current instance of the wizard, chose to advance in the wizard (by clicking Next) and then navigated back to the page.

The wizard has been updated to retain the previous setting for this check box (checked or unchecked), rather than always loading with the setting unchecked.

POS Make Quick Sale

83563

A bug introduced by AR 8630 (Blocking ACH payments for customers in bad standing, deployed in CostGuard 20.6) was causing a critical error in POS Make Sale on attempting to tender the sale. This has been corrected to no longer prevent Quick Sales from tendering.

Security

09/10/2020