CostGuard Version 21.1 Details

Orders

FR 3156

View & edit individual items within a package

With this release, the Orders module supports viewing the component items of a package within an assembling order. Package refers to a bundled collection of Product Catalog items (i.e.products, contracts, discounts, pricing plans and dynamic charge products).This helps users ensure orders are submitted accurately.

A subsequent release will add the ability to edit items within a package.

Inventory (web-based)

FR 3337

Edit and replace attacheddocuments

With this feature, users with Manage Documents permission can edit and replace attached documents in the Inventory web module.

E-Pay

AR 8747

Override for maximum charge on recurring E-Pay transactions by accounttype

Maximum E-Pay Charge is an existing global setting that lets you set a maximum amount limit for recurring E-Pay transactions to prevent these transactions from being created if their dollar amount is over the configured amount. This way you can review the account and ensure the amount is accurate.

Setting this limit on a global basis can be an issue, especially when dealing with Business accounts that typically have higher bills and recurring monthly transactions. The new Maximum E-Pay Charge Bypass setting lets you override the global limit by account type. This lets you maintain a smaller limit for residential account types while other account types can have higher limits as needed.

The Maximum E-Pay Charge setting is in CostGuard Client > Accounts Receivable Management > Manage Recurring Transactions dialog. The new Maximum E-Pay Charge Bypass setting is in Admin Console > Account Types.

Note:

The bypass setting only applies to E-Pay export functionality and recurring monthly transactions and not individual user transactions. Its set to NOT override the client setting by default.

Customer Care

83585

Private line tax exemptions not set correctly when managed from Customer Care

Logic for private line tax allocation functionality in Customer Care did not match CostGuard Client logic for managing private line taxes. When tax exempt flags were set on a private line tax allocation (Federal, State, County, City, Regional), only the main tax was marked as exempt. The USF and Surcharge flags should also have been set for the type of tax(es) selected.

The tax exempt flags have been updated to appropriately set all flags in the category, not just main tax one.

Customer Care

83589

Billing orders load slowly on order history page for older versions of SQL Server

PR 83538 (CostGuard version 20.9) addressed poor performance when loading billing orders on the Order History page in Customer Care; however, the improvements only applied for systems on versions of SQL 2017 or newer.

With PR 83589 improved performance is available for systems with SQL 2014 as well.

Customer Care

83605

List messages in order by date even when they are in a Pending state

Communications in Tickets and Customer Care sometimes listed messages out of order by date. This occurred when outgoing messages were stuck in a Pending state.

Now when Send Date is null, message sorting uses the Create Date instead.

Customer Care

83622

Do not remove Tax Jurisdiction info when an address is re-validated

When revalidating a contact (primary or not) if the address was unchanged the AddressValidationTaxJurisdictionLink entry was being removed.

The web service has been updated to set the Tax Jurisdiction information when there is a new validation record – even if the address is unchanged.

Customer Service Web API

83593

Object reference error on trying to set DisableETF in ModifyFeature Request

A ModifyFeature request in the Customer Service API is considered invalid if the specific type of FeatureDetail is not specified. Prior to this release, the API check for missing feature subtype occurred late in the process and resulted in an object reference error.

The API has been updated to perform this check earlier in the process so it stops before throwing the error. The API documentation has been updated accordingly.

Orders

83625

Total due on order calculated incorrectly on Order Details Tax & Totaltab

For customers using Direct Invoicing functionality, the Order Checkout Overview was incorrectly treating tax buckets with identical amounts as the same value. For example, if there were multiple tax lines with the amount $4.88, all would be listed on the Tax & Totals tab but only one was included in the total. This caused the total amount to look less then the actual amount due. The total was correctly calculated on the invoice PDF.

This was fixed such that when gathering total amounts (subtotals and tax amounts), the calculation now includes all like tax amounts in the total.

Tickets

83605

See 83605 under Customer Care

OnlineBill

83606

Customer unable to complete registrationprocess

A customer was able to complete the first step of the registration process, but was unable to proceed with the remaining steps. The customer received an error that said One or more required fields are not filled in correctly. Please check your inputs and try again. This happened because the confirm account number page (Step 2) of the registration was expecting only numeric account numbers. In this instance the account number was alphanumeric and triggered the error.

The registration process has been updated to allow alphanumeric account numbers.

RateBill

83611

InvoiceAddressTaxJurisdictionDetail is Missing from ReplicatedData

When AR 8662 was released in CostGuard 20.11, the InvoiceAddressTaxJurisdictionDetail table was not included in replicated data.

A primary key was added to the InvoiceAddressTaxJurisdictionDetail table in the core database so that it will be included in replicated data.

RateBill

83618

Updated RateBill Maintenance Operation seed data

Updated RateBill Maintenance Operation seed data in Core.RequestOperation table that could be incorrect based on the customer’s upgrade path.

Payment Processing

83607

E-Pay transactions for refunds fail when the E-Pay account isinactive

When an E-Pay transaction is refunded and the system tries to update the core database through the Customer web service, the logic prevented creation of a transaction if the E-Pay account was inactive. This presented a problem for refunds.

This PR updates both the Customer and Balance web services to allow creation of refund transactions on inactive E-Pay accounts.

Invoice XML

83620

Invoice XML omitted circuit disconnect credit amount on disconnected service

The Circuit Charge Detail optional invoice XML omitted services that had charges on the current invoice when the service was disconnected prior to the bill period.

The XML has been updated to include any service with charges on the invoice, regardless of the end date of the service.

No Platform System updates for this release