IDI Platform Version 24.6 Core Bulletin
Change Orders
Functional Area | AR/FR | Description |
|---|---|---|
Web Sales (Orders & Customer Care) | FR3413 | Support for registermanagement Web Sales is an ongoing development effort to provide a complete web-based solution for managing the full scope of front office transactions including billing orders, tendered retail sales and direct invoice transactions. Functional milestones will be deployed over a series of CostGuard software releases where each subsequent release builds on the prior one. This release provides an enhanced user experience for managing registers, including the ability to:
See the Web Sales article in the IDI Knowledge Center here: Web Sales |
Address Validation | FR 3540 | Bulk address validation for service addresses The Bulk Address Validation wizard in the IDI Desktop Client now provides an option to Include Service Addresses. Additional filters for Linked Service Addresses and Service Types are available to help reduce costs incurred when using CoreLogic. |
Usage – Optional XML | AR 9322 | Additional detail on invoice for call records with account code The Account Code Usage Detail optional invoice report now includes totals for number of calls, total length, and total amount for usage. |
Resolved Known Issues
Functional Area | PR | Description |
|---|---|---|
Orders | 84613 | Unable to select over 100 services on modify service transaction When attempting to bulk modify services (> 100), only the first 100 services provided a selector checkbox. Checkboxes are now provided for all services (>100). |
Orders | 84645 | Handset not displaying on web swap equipment orders On Swap Equipment orders in web Orders, the New Transaction page provides two equipment information sections – one for viewing old handset information, and one for entering new handset information. The old Equipment Information section was not showing the handset description (Handset field would display as empty). Orders has been updated to show the old handset description. |
Customer Care | 84617 | Contact updates not reflected on the Account Details page After editing a contact on the Account > Contacts page, if you navigated to the Account > Account Details page in the same session (without refreshing), the updated contact information was not reflected on the Account Details page. Updates were available after a hard refresh of the page. Now contact updates are displayed without having to refresh. This change applies to both the primary and billing contacts. |
Customer Management – Journals | 84654 | Error on deleting a journal in CostGuard Client Foreign key constraint errors occasionally occurred on attempting to delete journals from the CostGuard Client. This would happen if the journals had corresponding records in the journal history table. This has been fixed by clearing records from the journal history table first and then deleting records from the journal table. |
Credit Scoring | 84647 | Deposit amount from credit check not showing in POSMake Sale POS Make Sale Credit Scoring pages were not displaying the deposit amount set by the Credit Scoring workbook. The deposit amount should always be displayed. The POS credit scoring pages were updated to show deposits as expected from a credit report response workbook. |
E-Pay | 84669 | Create Recurring Epay Transactions Job result showed wrong data This issue is related to PR 84339 originally delivered in CostGuard version 24.5. It fixed reporting statistics when running the job against individual bill periods. PR 84669 addresses a situation where the full statistics were not being returned when running the job against multiple bill periods all at once. |
Paymentus Payment Processing | 84660 | Past due amount not in Paymentus Customer Information File A CostGuard scheduled job creates the Customer Information File (CIF) with account and billing details and exports the details from the CostGuard system to Paymentus. When a past due amount existed on an account, it was not included in the Amount Due field in the CIF, resulting in an incorrect total amount due. |
Paymentus Payment Processing | 84668 | Triggers detecting two events for a single Paymentus transaction This issue was found on create payment and adjustment transactions initiated through Paymentus, where a Workflow trigger was configured to fire an action on an occurrence of a payment/adjustment transaction. Payments and adjustments processed correctly; however, two events were detected for a single transaction, causing the triggers to fire twice This was resolved by adding a call to clear memory. This change ensures that the triggers only fire once for each transaction. |
Address Validation | 84651 | Intermittent SSL/TLS errors on address validation The following error was occurring on address validation: The request was aborted: Could not create SSL/TLS secure channel. Retry logic was added to address validation to prevent intermittent communication issues. |
Treatment/ Collections | 84661 | Auto restore in treatment workbook not working The treatment workbook was not restoring accounts if users did not specify a value for AccountStatus in the RestoreAccountOrder. This was due to a prior change making the AccountStatus parameter required for AccountOrder functions, one of which is RestoreAccountOrder. This has been resolved by making AccountStatus optional again for all AccountOrder functions to resolve this issue. |
Treatment/ | 84674 | Error on AccountOrder functions in Treatment Workbook AccountOrder functions (DisconnectAccountOrder, HotlineRedirectAccountOrder, RestoreAccountOrder, and SuspendAccountOrder) would throw an error and display #NAME in the workbook cell if the Default Search Limit setting in Config Console > Local Services > CG Service > Maximum Query Limits was set to anything other than 0 (zero). This setting directs the system to limit the number of returned rows in certain queries. This limit clashed with the AccountOrder functions reliance on filtering using the DISTINCT clause. To correct this, the AccountOrder functions were updated to work without the DISTINCT clause. |
Customer Portal | 84601 | Browser tab says Loading… after page has loaded The default profile installed by the post deploy was not correctly setting the Browser Title for the profile. The Customer Portal post deploy has been updated to include the default profile settings, which ensures that they save correctly during the initial setup. |
Customer Portal | 84665 | Customer Portal registration issue When a subscriber attempted to register a new account in Customer Portal, after an email is sent to the subscriber’s primary customer contact and they choose to complete the registration by clicking the link provided in the email, the registration screen is displayed; however, the progress circle just kept spinning and did not allow access to complete registration. The registration email generated a link using the wrong company domain, which prevented the link from working. This was fixed by ensuring the configured default domain is used. |
Customer Portal | 84686 | Registration Issue If the customer contact name field contained a comma, the Customer Portal registration page would return an error preventing you from registering your account. The registration email has been updated to replace commas with spaces in the name to resolve this issue. |
Platform System Deployment Updates:
Module | Target Deployment Updates |
|---|---|
Customer Portal | 06/17/2024 |