CostGuard Version 22.1 Details

Web Sales

FR 3410

Web Sales – Milestone1

This milestone is the first deliverable in the effort to provide a modern solution with robust capabilities to replace the existing Client Point-of-Sale Front Office.

This release introduces configurable Starting Blocks to facilitate initiating a Sale or Order from Customer Care or the Orders web module. You can assemble and finalize a remote sale containing billing items that can be assigned to the account or to any type of service. For details regarding the overall goal, objectives, and planned future deliverables for this project, refer to article on Web Sales under IDI Updates > Upcoming Features in the  IDI Knowledge Center.

General Ledger

AR 8930

Tracking transactions in General Ledger (GL) system errorbucket

Two new core General Ledger (GL) reports facilitate identifying the specific transactions associated to a GL system error journal entry. The purpose of these reports is to significantly reduce the time needed to research and identify the transaction(s) associated to a Gl system error. These are grid reports and are located in the Finance > General Ledger folder in Report Explorer:

• General Ledger System Error Audit Summary

• General Ledger System Error Audit Detail

The reports let you compare GL system error journal entries with the transactions in a specified date range. The amount of the GL system error will correlate to one or more transactions in the reports..

Customer Care

AR 8759

Service Summary Updates

AR 8759 was originally released with version 21.12 to support generating prebill invoices directly from Customer Care.  Version 22.1 updates the Service Summary view in Customer Care to include Installment Plans or Contract Penalties when present on a service.

Scheduling

AR 8884

Scheduling jobs to run at one or more specific times

Job scheduling functionality in IDI Desktoip Client lets you schedule jobs to run periodically (for example once a day or every 12 hours). With this release, as an alternative to periodic scheduling, you can now schedule jobs to run at one or more specific times during the day. (for example, at 8 AM and 10 PM only). This saves you from having to manually run jobs at specific times.

RateBill

FR 3188

Apply original tax rate when crediting the in-advance portion of a disconnected feature

When crediting back a product charge, billing was recalculating the tax amounts to credit using the current tax rate. This could result in a different tax credit amount when the tax rate had changed between the original charge and the time of the credit.

Billing has been enhanced to retrieve the tax amounts from the original charge when crediting back a product charge. The original amounts will be prorated in the case of a partial credit. Note that the original tax amounts exist in the usage database that corresponds to the invoice of the original charge. In the case that the usage database has been archived at the time of the credit, the original tax amount cannot be retrieved and will be recalculated based on the current tax rates.

RateBill

83874

County taxes to skip updated

An issue prevented a county-level tax marked primary from being skipped in certain conditions when a city-level tax is configured to skip the county tax.

The Tax engine has been fixed to skip the county level taxes in this case.

RateBill

83797

XML performance improvements with Invoice Detail Export enabled

The XML Invoice operation was taking a long time to process, especially when generating all files with the Invoice Detail Export optional report enabled (provided with AR 8821, CostGuard version 21.5).

Performance improvements to the XML Invoice operation have been optimized to improve the processing time.

OnlineBill

83896

Erroneous not responsible for paying bill message

A message: you’re not responsible for paying the bill correctly occurs on Non-invoice responsible accounts; however, it was also incorrectly occurring in environments where OnlineBill was not configured to accept payments. This caused confusion and customers were not paying their bills.

OnlineBill has been updated to only show this message when an account is Non-invoice responsible.

Customer Management

83911

Inability to cancel a future-dateddisconnect

In CostGuard 21.10, PR 83856 addressed recently discovered reconnect logic gaps based on MIN status; however this PR did not address futuredated disconnects. As a result you could not perform a reconnect action on a service as a means to cancel a future-dated disconnect order.

PR 83911 addresses this scenario so that services with a future-dated disconnect can be reconnected (to cancel the future disconnect order) without error.

Workflow

83888

Workflow trigger display issue

The Trigger Configuration page was not showing the correct values in the drop-down lists. This was due to an Angular upgrade.

The Trigger Configuration page was updated to display the correct values in the drop-down lists instead of key values.

Workflow

83902

Fix splitter step configuration

Splitter step configuration in split orders was being saved incorrectly by service method with service processing actions.

Workflow has been updated to save the configuration correctly.