2011-09 Release - Hairston Minor Development

20946: Show the Location codes and Carrier fields on dedicated LD / 8xx products

The Longdistance and TollFree screens have been updated to always show the Location Code drop down and the Carrier fields.  Previously, these fields where hidden when viewing Dedicated LD and/or Dedicated 8xx products.

21479: Suntrust Lockbox Posting

Support for SunTrust lockbox payment files is now supported for specific clients.  Transaction Classification "985 Suntrust Lockbox" will be applied to these transactions.

21512: Short Duration Surcharge TBS

A Short Duration (6 seconds or less) Surcharge field has been added to LD Rate Plans.

21516: Allow Credits and Debits to apply taxes

A new feature is now available when applying Debit or Credit transactions from the Transaction Posting screen.  TBS can now calculate taxes on the fly  for debit / credit transactions associated with Transaction Classifications that are tagged as "Taxable".   

To use this functionality, the user must enter either a Transaction Type of Debit or Credit and then select a Transaction Classification that is set to "Taxable" = True.

Once the Transaction Classification is selected, additional fields will appear allowing tax information to be entered. 

By default, the Service type selection is set to "Non Taxable".  Selecting a different Service Type combination will open up the ability to enter additional information.

Additional Required information will include:

--Original Tax Date - used to calculate taxes at the time of the transaction date

--Service Type & Transaction Type combination - select the type of service the Transaction Amount should tax as. If transactions are needed for multiple Service Types, these will need to be entered separately.

--Location & NPANXX/Zipcode - The NPANXX and Zipcode will be auto-filled based on the location selected from the Locale drop down.


Using the Preview button, the system will calculate the taxes that should be added to the Transaction Amount for the Debit/Credit.

The system will show all billable and non-billable taxes.   

*Notes: 
1 - Legacy Debit "Apply to Usage" fields are no longer available.
2 - Transaction Classifications can be managed via the new Admin Menu to set up "Taxable" classifications.


Options are available to include both billable and non-billable taxes before Saving the transaction.

Please note, that until a Save option is selected, these taxes are not applied / recorded. 

Clicking one of the Save Options will save these transactions and tax transactions to the holding tables until posted. 

Once the transactions are posted, all transactions will be moved to permanent posted transactions for the total amount on the customer. These tax entries will be used in monthly tax compliance reporting.

21522: Search screen functionality

Prior to the last release, the search screen, when accessed again after an initial search had been made, the system would keep the recent search results and highlight the value in the first textbox allowing for easy entry of new search criteria.  This functionality was inadvertently affected with the 4.0 framework update and the recent search criteria had to be manually removed.

The legacy functionality has been restored for more efficient use of the search screen.

17887: Trouble Ticket Notifications

By default, Trouble Ticket notifications will be sent to the e-mail address of the person the ticket is assigned to, falling back to the trouble ticket e-mail on the customer's base if a trouble ticket is unassigned.

To retain the old behavior, a value of TroubleRepair on the TroubleTicketEmailBehavior application setting maybe used.

21261: Make Flex Reports available in Customer portal

TBS now offers the ability to have Flex reports on the Customer portal. 

Access to these Flex reports:

1 - On the OnlineBill portal, there is a Custom Reports option under the Reports tab that points the user to the Flex reports page.
2 - On the Regular CustomerPortal portal, there will be a Reports tab along the top.

**Both of these options only appear if the customer has permissions to one or more reports.

For these reports to appear on the portal, the 'Customers' group needs to have the CustomerPortal module in T4Security (this will be handled by PTT at release time).

In addition, any flex reports that should be shown on the customer portal  will need to have the CustomerPortal module attached to it.

Reports will automatically filter results based on the customer logged in.

Note:  Reports can not be setup for a specific customer.  All reports belonging to the Customer Portal group will show for all customers.

21303: Update Billing Notification Wording

For clients that utilize the Customer Portal billing notification tool, verbiage for electing to receive a Paper Invoice has been changed to dynamically pull information and values from stored settings vs. hard coded fees and minimum values. 

21312: TBSHistory missing tables

All Administration Screens now save to the history table.

21340: NPANXX Admin screen

New NPA/NXX admin screen is available via Admin > Administration Menu (New).  The old admin screen inside of Admin > Provisioning Info has been removed.

15589: Recurring -- Build Payment History Page

The Payment Options tab - Payment History Page now includes Declines in the report. These will only be entries flagged as Declined within the PaymentsLog table (those that had a returned message from the processor).

15751: RequireACHForm functionality

On the ACH management screen, The EmailForm button and View form button are now visible for Customers if they do not already have a form uploaded.

The T4BillingCyclesPayment.RequireACHForm field has been changed from a bit to an int. The values are specified as follows :

0 - The ACH Form is not even requested
1 - The ACH Form is required to run recurring payments
2 - Requested, but not required for recurring payments

19055: Authorize.net - ACH processing

The eCheck/ACH gateway has been incorporated into our implementation of Authorize.Net. Please contact Precision to utilize this payment processor/type.

19514: Additional Countries for Credit Card Processing

The list of countries below has been integrated into the payment processing system.

Argentina
Australia
Belgium
Bermuda
Brazil
Canada
Cayman Islands
Colombia
Cyprus
Denmark
France
Germany
Greece
Hungary
India
Ireland
Israel
Italy
Korea, Republic of (South Korea)
Mexico
Netherlands
New Zealand
Norway
Singapore
South Africa
Spain
United Kingdom
United States

Please note:  of the supported processors, Ipay, Payflow, and Linkpoint are the only vendors who check the country as part of address validation.  The rest of the processors do not check country in payment requests.

19774: Delete Expired Cards Method - >6mos

The Deleted Expired Cards method now clears out the recurring options and inserts a comment.

19796: Tax Override Admin Tool - Base ddl Contains Deleted Bases

(Internal only) Deleted flag now considered on the lkBaseInfo table when filling the Base ddl.

21270: Metrics: Show more results option

The Metrics Viewer's tables have been replaced with a newer version that allows sorting, paging, and filtering through the entire dataset. Results will no longer be capped at 50 results.

18475: ACH processing/Recurring Payments screen

Navigation links have been added to the Recurring Payments screen that will link back to the Main page.

21158: Internet Circuit ID Field part of the All Lines search

The Internet CircuitID field is now included in the AllLines Search.

21497: Non-Super Users shouldn't be able to view Super Users

Precision Support/Super User accounts are no longer viewable in TBS User Maintenance.  This change was made to prevent confusion or question regarding PTT users vs. TBS users.

16228: Password reset inconsistencies

The reset password process now creates a random password with 8 numbers and characters with no spaces. The reset password screen now displays a message urging the users to make sure they type their passwords correctly. The Login screen now strips leading and trailing spaces in case the password has been copy/pasted in an erroneous manner.

21615: Comments with Reminders should display first

The display order of comments has been changed slightly.  The new display order is as follows:

--"On Top" Comments are listed first
--Comments with the Reminder date are listed next
--Remaining comments are listed by Active Date and Entered Date

21519: Crystal FileNotFoundException during SetDataSource

This case is intended for documentation only.

Running Enterprise reports from WinTools throws an error that couldn't be caught easily. 

Decision was made to keep the old version of wintools around in a TbsWinTools_OldForDaily folder for this process only, which is planned to move to the new reporting/scheduling stuff in an upcoming release.