Documentation Index

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CostGuard Version 23.12 Details

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CostGuard Version 23.12 Core Bulletin

Change Orders

Functional Area

AR/FR

Description

Customer Portal

FR 3499

InitialRelease

IDI’s Customer Portal is an intuitive digital platform that lets your subscribers be more self-sufficient in managing their bills and helps you significantly reduce support costs and call volumes. Subscribers can quickly and easily register for a customer portal account and then have access to a wide range of self-service functions.

For details, see the Customer Portal article in the IDI Knowledge Center.

Orders

FR 3412

Web Sales – Support for service/installmentagreements

This lets you add and manage service/installment agreements on web order/sales transactions. With this enhancement, when a contract with an agreement is added to a transaction, associates can:

  • See that one or more service/installment agreements are present on the transaction, and be alerted when action is required (skip, sign, or verbal acknowledgement).

  • Capture signatures or initials when required without a client-based peripheral.

  • View and email completed agreement documents during order assembly.

  • Access agreements within the Document Storage web module.

Also in this release, several screen elements have been re-labeled to improve clarity.

For details, see the Web Sales article in the IDI Knowledge Center.

Resolved Known Issues

Functional Area

PR

Description

Customer Care

84478

Improve usage balance labels to better reflect what is displayed

The Usage Detail view displays actual totals for the service, with total amount for the account for each grant associated to the service displayed on the left side. The Total Amount Used label was misleading since it did not match the detail and it wasn’t obvious the total is for the entire account.

The label has been changed to Total Amount Used (all Services) to clearly indicate the amount is for the entire account.

Customer Care

84521

Directional value on service address changes after initial save

When modifying a Service Address with a Directional Prefix or Suffix on the Manage>Service Address page, the system changes the value from N, S, NE etc to a numerical value. This is by design; however, editing the Service Address again would clear the directional field values.

This has been fixed.

Customer Care

84522

Edit icon not applicable on some Service and Features views

The Edit icon was shown on some views available via the drop-down menu in the Service and Features Details when there is no edit mode.

The Edit icon has been removed from: Billing Order History, Equipment Inventory, Port Requests, Service Addresses, Service History, Tax Exemptions.

Inventory

84525

Equipment Owners drop-down menu not listing all owners

The Equipment Owners database table can have more than 100 owners; however, the drop-down menus for choosing an owner (in the Inventory Ominsearch and New Equipment page) only listed the first 100 owners.

The menus now list all equipment owners available in the database table rather than just the first 100 and sorts them by owner description.

Orders

84546

Incorrect values displayed on a retail price override

When overriding the price on a retail product with a retail installment plan, the displayed amount due and amount paid over installments on the Transaction Details were incorrect. The amounts were accurately stored and charged to the customer. The issue was only with the display.

The Transaction Details display has been corrected.

Provisioning

84479

Provisioning variable SKU Association loadingslowly

The display for associating products to provisioning variable outcomes was slow to load.

The performance of the page was improved.

MSAG Management

84493

MSAG fields in Customer Care were not auto-populating

The E911 fields for Community, County, and Provider were not auto-populating when the City entered matches an MSAG Community.

This has been fixed such that those fields now auto-populate when the City entered matches an MSAG Community.

MSAG Management

84543

Service address thoroughfare requirement causing errors

MSAG validation was requiring the service address thoroughfare to be populated. This was throwing errors when trying to validate an address where the thoroughfare is a part of the street name. Thoroughfare should be optional and not a requirement.

This has been fixed by removing the thoroughfare requirement.

MSAG Management

84545

Can’t select first value in E911 type of service list

When updating the E911 Type of Service for an existing service, you were unable to save the record when the first value in the pick list was selected. Saving the record was permitted when selecting any other value in the list. This occurred because IDs for items in the list start at 0 and Customer Care was validating the selected item had an ID > 0 in order to save.

This has been fixed by updating the validation to allow ID = 0.

CostGuard Client

84529

Device file upload failing

The file upload to bulk add new devices in CostGuard Client was failing. It did not error out, and acted like it was done. This was due to the addition of a Last Modified Date column to the Device table.

The column has been made nullable to allow the import to complete successfully.

Treatment

84547

Treatment workbook performance

PRs 84490 and 84527 were provided in CostGuard 23.11 to address workbook performance issues. PR 84547 is provided in this release to further improve performance.

Job Scheduling

84552

IDI scheduling service crashing after upgrade

Changes to the advance pay job to support Paymentus caused the advance pay scheduled job to crash the scheduling service.

This has been fixed.

E-Pay

84556

Recurring E-Pay Transactions created for end-dated E-Pay accounts

A change to the GenerateRecurring Balance web service made in CostGuard 23.10 was causing recurring E-Pay transactions to be created for end-dated E-Pay accounts. This should not occur.

This has been corrected.

Document Storage

84537

Incorrect indication of source application

When documents were created in Tickets or Orders, Document Storage sometimes displayed the wrong Application (from which application the document originated).

This has been corrected.

Platform System Deployment Updates:

Module

Target Deployment Updates

Provisioning

11/30/2023

Logging

12/01/2023