IDI Platform Version 24.8 Details

Orders Web Module – Web Sales

FR 3413

New register no sale transactions

In a continuation of the Register Management functionality delivered in CG 24.06, this deliverable includes the ability to perform the following No-Sale transactions on a register:

• Float Correction

• Open Drawer

• Add Cash

• Skim Cash

• Petty Cash

Orders

FR 3612

Enhanced performance on billing system update

As part of a larger effort to improve the Billing System Update (BSU) action, indexing has been added to the core database to enhance performance.

Customer Care/

Paymentus

FR 3606

Paymentus Auto Pay indicator in Customer Care
The Billing pane on the Account Summary view in Customer Care provides an indication when the customer has a recurring payment set up through Paymentus.

Customer Portal

FR 3582

User interface improvements

This makes minor cosmetic improvements throughout the Customer Portal interface.

Orders

84685

Products with billing installment plan showing $0 charge

The Billing System Update (BSU) workflow action that converts web orders to billing orders (to update services and features on the account) was not setting the charge on products with a billing installment plan. This resulted in showing $0.00 charge in both Customer Care and CostGuard Client rather than the actual charge.

The BSU action was updated to not null out the charge on products with billing installment plans and display the actual value.

Customer Care

84683

Adjusting contract term creates end/expiration date discrepancy

Editing the Contract Term Commitment Requirement in Customer Care recalculates the Feature End Date and Contract Expiration Date. These dates should be adjusted by the same amount when term commitment is edited; however, an issue with how the end date was calculated in Customer Care sometimes caused a discrepancy. This did not occur when editing the Contract Term Commitment Requirement in CostGuard Client.

The method for calculating contract end date in Customer Care has been updated to match how it is calculated in CostGuard Client. This ensures feature end date and contract expiration date are adjusted by the same amount, regardless of where the Contract Term Commitment Requirement is edited.

Customer Care/
Provisioning

84641

List values under POD properties not displaying in Customer Care

Users were not seeing list values under a POD property in Customer Care while being able to see the values in Orders. This was due to an issue with list records look up in the system.

This has been fixed by a Provisioning Platform update.

Customer Portal

84704

Charges By Category flyout showed incorrect total new charges

On the Customer Portal Account Summary page, when you drilled down to New Charges > Charges By Category, the flyout displayed the total for the entire category, not the selected item’s total.

Customer Portal has been updated to accurately display the total for chosen items.

Customer Portal

84705

Landing page showed current(0-30 days)balance rather than total balance

Updates have been made to show the customer’s total outstanding balance on the Customer Portal landing page.

Customer Portal

84726

Blank login screen

Customer Portal session was timing out and redirected users to a blank page rather than the login page.

This has been fixed to properly redirect users to the login page when the Customer Portal session times out.

Security

84619

Login issue – password changes not processed

A null value in the Activation Date field was preventing users from logging in. Users were prompted to change their password; however, the change was not processed, causing the login to fail.

A change was made to better handle a potentially missing value for Activation Date when a security user is modified.

Security

84689

Login Error

The following error was received on attempting to register CostGuard Login with Security Single Sign On (SSO): An error occurred while attempting to send an email notification. Please retry your previous attempt or contact the administrator if the problem continues.

Additional logging has been added to track this type of error.

Usage Processing

84691

WiFi usage records not being skipped in PRR and ERD

This issue is related to AR 9339 – Skip Wifi usage in the PRR and ERD formats provided in the 24.6 release. When using skip by event type and skip by category parse lookups there was conflicting logic that prevented WiFi usage records from being skipped in PRR (Verizon) and ERD (Ericsson Data).

The logic has been updated to allow WiFi Usage records to be skipped appropriately.

RateBill

84677

Non-recurring charges not marked as Final Billed

Sometimes non-recurring charges (NRCs) were not marked as final billed. This could result in NRCs being reconnected while reconnecting a service when opting to exclude reconnecting Final Billed NRC features. The features would not bill in the future, since they had already been billed prior; however they would show as being active.

The billing process has been updated to ensure NRCs are properly marked as final billed.

RateBill

84684

XML skipped when it should have been created for billed accounts

Invoice Format Configuration in Admin Console Bussiness Rules includes the setting New Charges Include All Payments and Adjustments. This setting is not accessible to CostGuard users and is set by an IDI associate on their behalf. When this setting was enabled, it was not being picked up by the invoice XML. This caused the XML to be skipped for any new charges for payments and adjustments that occur.

The setting has been updated to apply when enabled to ensure the XML is generated.

Credit Scoring (POS)

84742

Credit check not working in POS Make Sale Wizard

TransUnion credit checks in POS Make Sale did not yield any results, and the Skip Credit Check button was grayed out. This was do to an earlier fix (PR 84647) deployed with version 24.6

A minor code adjustment fixes this issue and enables the TransUnion credit check functionality in POS Make Sale.

Doc Storage, Security, Payment Gateway, Address Validation, Workflow

N/A

Internal maintenance updates