2011-10 Release - Iriki Minor Development

20300: CABS Billing from OCN Support

CABS System Enhancements

Billing

TBS CABs system now supports the ability to identify a customer and bill by OCN.  Previously, there were large amounts of “CIC_0” traffic that was not able to be processed as it couldn’t be tied back to a customer.  The CABs interface now supports the ability to apply multiple OCNs to a customer which can be used in billing if needed.  Processing will still look for CIC initially, but can now fall back to the OCN if the CIC is invalid or unavailable. 

Additional changes within the CABs system to support this new billing feature:

--There is a new OCN's tab on the Customers screen.
--CIC is no longer a required field on the Customers screen.
--There is a new OCN search option on the Customer browse/search screen.
--The billing process now refers to the OCNs table to identify its own OCN's - this table should be kept up to date and now allows multiple OCN's per state.
--Unbilled data is now being handled slightly different for cleaner reporting.  One impact of this is that unbilled Invoices are no longer created.
--CDR Groups now support Unbilled CDR's that have been forwarded from previous bill runs (for example, due to being under a minimum billing amount).


Invoices & Email Billing

Precision has integrated a new documents repository that will maintain all PDF invoices and EMI files.  This new repository allows for a more streamlined approach to delivering invoices and email bills.

Billing e-mails no longer attach the Invoice and EMI files directly but instead include secure links to the documents repository.  This will aid in reducing email bandwidth and increase sending efficiency.  Note - these can still be downloaded easily to a local machine.  The following naming conventions are now used:

--Invoices are now named using BillDate_AccountNumber.pdf instead of AccountNumber.pdf.
--EMI files are now named using BillDate_AccountNumber.zip instead of CIC.zip.


E-mail templates now support fields that provide links to the Invoice and EMI files.  The Application Settings screen now contains links to two e-mail templates instead of one.  One template is for customers who receive e-mail bills with EMI file links and one template is for those without them.  Support will initially create the additional e-mail template required.  These templates can be maintained as before using the Email Content administration tool.



Reporting

Given the OCN billing changes as well as some additional outstanding requests, the following report changes have also been implemented with this release. 
--New report: "Call Summary By State, Jurisdiction"
--Added BatchID Filter to Transaction Summary report
--Added Posting Date filter to Transaction reports
--Added Posting Date column to Transaction Detail report
--Added address fields to Billing Summary report (this report should now be suitable for a mail merge from word processing programs)
--Reports have had prefixes added to their names to help keep similar report types together.
--CIC Filters have been replaced with Account Number Filters.

21715: EPX Response Code 85 Notification

EPX recently announced that credit card authorization response code 85 may be returned (at the issuer’s
discretion) to merchants who submit account verification (zero-dollar) transactions to Visa and MasterCard.

The 85 response code indicates that the card issuer has no reason to decline the transaction.  Previously, only response codes of 00 were accepted.

TBS now accounts for both 00 and 85 response codes.  This applies to AVS transactions only. 

21880: Transaction Posting - Trans Class description bug

Fixed a bug on the Transaction Posting page. The Transaction Classification Description was being filled to "- Select -" when the item of the same name was being selected in the drop down above.

21950: User Maintenance Permissions Rights

Please note that a new security module has been added to TBS.  The new module, MaintenanceSecurity Module will control access to the T4Users and T4Groups Admin screens.

All current Admin users will automatically receive access to this module with the release.  Please just note that going forward, if a user needs access to administer system users and security settings, they will need this module in addition to the regular "Maintenance" module.

to this new module
- Create script to update existing T4Groups with Maintenance rights to include this new module.

21978: Master Case: Reports - Customers Moved to Flex

The following "Customers" Crystal Reports have been removed from the Reports - Customer menu and added into FlexQL Customers report group.

--Customer List
--Customers Without Termination Date
--Total Lines
--Active Customers
--Active Lines
--Customers with Expiring Terms

20116: Corporate Master Account Enhancements

Several enhancements have been made to support Corporate account billing for clients on the new Billing System.

Previously, the Billing Info tab would not show both the rollup summary information from sub accounts along with any billing that occurred at the corporate level.

Two grids are now available for Corporate Master accounts. The Corporate invoices grid will show the Corporate rollup invoice and summary information, while the standard PTT invoices grid will show the PDF and any billing that occurred as the corporate level.

20117: Corp Account Invoice Viewer

Corporate invoices can now be viewed in the invoice viewier.

20120: Corporate Printer file creation

Please note, in support of the Corporate Master Account enhancements, there will now be two invoices for a corporate master account in the printer files.  One for the Corporate Master rollup and one for any billing that occurred at the corporate level (not rolled up from subs).

20122: Email billing for Corporate Master accounts

To support the new Corporate Master invoice, clients that utilize the new Billing System will now have the feature of Corporate Email billing. 

The process has been updated to send the corporate customer two emails, one reflecting the corporate master account rollup, and one reflecting the corporate sub account with the same account number as the master. Both emails use the Billing Email on the Corporate Master account.

15056: Handling Credits on Corporate Accounts

For clients on the new Billing System, crediting invoices for Corporate Sub accounts is now available. 

Full and partial invoice credits can now be applied from the Corporate Master Invoice Viewer, the standard Invoice Viewer for the Corporate Master and from the Sub Account Invoice viewer. 

The process takes into account the CorpAccountPays flag and places the transaction on the appropriate account.

21951: Question on new Taxes process

Fixed a bug on the Transaction Posting screen. If the Transaction Classification description was changed and we were doing taxing, the change was not saved.

Also, when crediting invoices, a full invoice was credited, and we attempted a normal credit on a different account, the page was performing a partial invoice credit on the first account selected.