CostGuard Version 23.8 Details

This feature lets you set up Paymentus integration to handle surcharges (fees) on bill and installment payments according to your specific requirements for different customer groups. For example you can assess surcharges on payments by one group, and not assess surcharges on payments by another group. Controls to set this up are available on a new Payment Type Groups tab on the Paymentus Configuration form in Customer Care.

Complete information on setting up and using Paymentus integration is provided in the Paymentus Payment Vendor article in the IDI Knowledge Center.

The following enhancements have been added to this functionality originally released in CostGuard 23.7:

• In Customer Care OmniSearch, the service address search has a new field to filter search results on MSAG validation status: Valid or Not Valid.
• A confirmation message is displayed on manually adding an E911 record in Customer Care.
• The icon displayed when an E911 service lacks an E911 address has been changed from a warning to a caution.

New options for flat fee taxes are available when adding/editing a tax in IDI Desktop Client Tax Management. This enhancement
can be used to support the Colorado Retail Delivery Fee (CORDF).

In Product Catalog MANAGE > E-Rate, grid views that list FRNs (E-Rate Funding, E-Rate Utilization, and search results) let you export results to a .csv file using the Export button (similar to other grids in the CostGuard system).

For carriers that use CoreLogic Address validation, new functionality in CostGuard Client > BackOffice Management lets you enable/disable address validation at the township level. Note: This setting is disabled by default. Enabling this setting will incur additional charges.

The start date in the Directory Listing view was off by one day.

Changes were made so that it now displays the correct date.

When staging packages on a web order, assignment template validation would incorrectly count the package and its contents as separate items toward the maximum allowable quantity. For example, when the Assignment Template Rule specified Maximum Required = 1, validation was counting the children within the package as additional items and indicating more than 1 item was selected.

This validation has been corrected to only count the package and not its children.

When adding a warranty to equipment inventory in the web, the Warranty drop-down only returned the first 100 results; however, some customers require more than 100 items be returned.

The web service that makes this call has been updated to return all warranty results in the drop-down.

E911 must be enabled for users that require this functionality. This setting is disabled by default. The setting is not available to CostGuard users and must be enabled by IDI as needed. These E911 functions related to generating E911 records were ignoring the setting when it was toggled off.

• Create E911 Batch Detail trigger action would fire when the setting was disabled
• The Generate E911 record button was not hidden on the Customer Care Service and Features page was not hidden

These issues have been fixed.

This PR also addressed the following:

• Updated the Create E911 Batch Detail action to better handle ported numbers
• Updated the MSAG Validated date formatting on the Service and Features E911 Information page

On the Paymentus Configuration form in Customer Care the parameters in the Static Configuration drop-down menu on the Configuration tab were read-only and not editable.

These values are now editable.

The Bulk Adjustments import process was not firing the Adjustment Created workflow trigger when it was creating new adjustments, preventing the workflow from running.

This process was updated to fire the Adjustment created trigger.

PR 84352 (released in CostGuard version 23.7) introduced an issue generating the epay transactions when both MinCharge and MaxCharge fields on the Manage Epay Recurring Transaction form were empty.

E-Pay transactions can now be completed when the Min and Max charges are not being used or set.

The timeout for the create recurring Epay transaction process has been increased to five minutes to prevent timeouts.