2013-03 TigerPaw (Part 1) Release Notes

Overview

The goal of this release is Part I of a 3 part release to make our new Integrated Product is fully functional within TBS and includes many of the existing features available to clients using our Traditional Products. We also addressed some high priority bugs and a few global feature requests supporting our underlying goal of always improving TBS with each new release.

The updates in this release consists of several cases organized as follows:

Please see each section below for more details.

General Fixes and Features

 

26654: Billing History / Unbilled Usage - Fixes

Unbilled Usage and Billing History data was not being shown on some clients. This has been fixed.

1. The "Unbilled Usage" tab on the Billing Information tab and within each of the Traditional Products - Product Links Menu now work properly with the new billing engine.

2. The "Billing History" tab on the Integrated Products - Product screen now works properly with the new billing engine.

27634: Long Distance and Local Products - Duplicate behavior

The Traditional Product Duplicate feature has been enhanced based on user feedback.

Users can Duplicate Long Distance (LD, 8xx, TC) and Local products by selecting Duplicate under the "Product Links" menu. 

New Duplicate Behavior options are required for the user to select:

1. BTN and LSO fields (Long Distance and Local).  The options are:
- Set using the New Number(s)
- Set using the Original Record

2. Carrier and CIC fields (Long Distance only).  The options are:
- Set using the NPANXX Lookup
- Set using the Original Record

Duplicate Rules:
State, RBOC and Density Cell are always filled based on the BTN.
- State is on all records. 
- RBOC and Density Cell are on Local only

All other fields are copied from the Original Record.

27735: Billing Process: Schedule Post Billing Account Update Process off-hours

In our continued effort to automate billing processes, we built the ability to run the Post Billing Account Updates off-hours. This change will address performance issues some clients experienced when running this data intensive process during bill runs.

27744: Custom Customer Portal: My Bill Online Recurring Charges Issue

Within one of our custom customer portals, there was an issue displaying recurring charges line items on the Online Bill. This has been corrected.

27758: Account Settings:  Waiving Finance Charges / Unable to set the Finance Charge Percent to 0

Corrected an issue on Customers -> Account Settings -> Invoicing tab. 

After setting "Finance Charge Percent" to "0" (to waive Finance Charge for that account) the system displayed a blank.  It now correctly displays "0" in this field. 

Note: all non "0" amounts previously displayed correctly.

27889: Standard Customer Portal Updates

The following minor changes where made to the Standard Customer Portal:

1. Home -> Download Forms tab is only visible when Download Forms have been setup for Customers (SectionName = Customers).

2. The Privacy policy can be customized.  By default, the system uses a standard Privacy policy (Privacy.htm).  A company specific Privacy Policy can be used by naming the policy file "CompanyName-Privacy.htm".  (Please ask support for help setting up a company specific Privacy Policy)

27950: Unhide ExternalID on Customers

On the Customer Information tab, there is an External ID field that can be used to store the ID / Account Number / Key field from another system.  This field is now available to all clients.  Note: this is a simple data field that is used primarily in conversions or to store external unique account ID information. TBS does not use this field in any manner for billing.

27966: Bug when adding a new BillTo Location

On the Locations tab, fixed a bug that would not allow users to add a new location and immediately after adding a new customer and then set it as the BillTo Location.

Integrated Product Updates

Grids

27570 - Integrated Product - Inventory Page

An Inventory Page has been created to work with the Integrated Product records. Integrated Product Users access the page by selecting Utilities->Inventory from the main menu. This inventory will provide access to all products whether tied to an Account (as shown below) or available from "stock". This inventory allows all products (including Devices/Equipment) to be managed from one location. The Product Type indicates the type of product.

Shown below - Product Inventory - Assigned View - take note there is now Account information and dates filled. These products are already assigned to an account. Clicking the Details link will take you to that account and product information.

Product Inventory highlights include:

  • All records in the Product Table are "in inventory"
  • Records can be UnAssigned (in stock) OR Assigned to a Customer Account
  • IMPORTANT: When opening the Inventory Page, the system defaults to displaying UnAssigned products. Note: The grid's Account Number filter icon is bolded to indicate that a filter exists on this column. Clicking the Filter icon and selecting "No Filter" will display all Products in the system
  • The displayed Inventory records can be filtered using the standard grid controls. For example, UnAssigned products can be found by setting the Account Number filter to "IsNull"
  • Selecting a Product will allow a user to perform many tasks including: maintaining the Product record, creating parent / child relationships, and performing the Move or Replicate Actions
  • Users can Create UnAssigned products from the Inventory Page - 1 or more can be loaded to inventory at a time using the Replicate tab
  • The "Product" security module is used to control permissions to this page
  • IMPORTANT: Product Details cannot be assigned to UnAssigned products.

 

27725: Integrated Product - New Grid "Integrated Product Details (X)"

Based on user feedback, we have created a new "Integrated Product Details (X)" grid.  This grid was added as a sub-tab on the Customer -> Products page.

- The first (original) tab, "Integrated Products", displays a list of all products on the account.
- The second (new) tab, "Integrated Product Details", displays a list of all Products and Details on the account.  This new tab provides a way for users to see all Product Details without drilling into each Product individually.

27554: Integrated Product - Product Detail Grid - Display Override values more intelligently

Certain fields on assigned Product Details can be overridden.  These fields include:
Description
Activation Charge
Activation Discount
Monthly Charge
Monthly Discount

Previously, the Product Details Grid would display each of these fields in two columns.  One column to show the Detail Inventory (default) value and another column showing the Override value.  This has been changed.

Now, the Product Details Grid(s) display a single column for each field.  If a value is overridden, it is shown Bold and has a hover over showing the default value.

Products Page

25565: Integrated Product - Status Dropdown List

The Integrated Product Status field is now a drop down list.

The values for this dropdown are managed from the Status Admin page available from the Utilities - System Administration Menu. The Status Group is 'Products'.

27306: Integrated Product - Auto Generate the Next Product ID

ProductIDs can now be auto-generated for new products that are added to the system.

There are two new fields on Product Types, 'ProductID Default Value' and 'ProductID Next Generation.' Inserting '{%ProductIDNextGeneration%}' into the ProductID Default Value field will replace that parameter with the value from the ProductID Next Generation field each time a ProductID of that form is generated.

The ProductID Next Generation field defaults to 1 if it is null.

For example, subdomains could be autogenerated by setting the ProductID Default Value to  {%ProductIDNextGeneration%}.yourdomain.com. Values generated would be 1.yourdomain.com, 2.yourdomain.com, etc.

27315: Integrated Product - Move Action

An Actions tab has been added to Products.
- IMPORTANT: The Product Replicate tab is now a sub-tab of the Actions tab.

A new Move tab has been added to the Actions tab.

Move behavior:
- Products can be moved to inventory or to another customer.
- Options are provided for setting the product location, how to handle existing Product detail records, how to handle any child Products, and assigning or creating an Order associated with the Move.

27367: Integrated Product - Additional Dedicated fields

The following fields have been added to Integrated Product Dedicated Auxiliary Information screen. These fields will hide/show based on the Circuit Type selection.
- Street Address A
- Street Address B
- LEC CircuitID B
- LEC BillingID B

27784: Integrated Product - Clear billing fields on copy

When a detail is copied or a product replicated, the billing information fields are now cleared. These include:
- FirstBillingDate
- LastBillingStartDate
- LastBillingEndDate
- LastBillingAmount

General Cases

27368: Integrated Product -  Customer Active/Disconnect Date flow to Products

***This is a VERY Important change to the way Active and Disconnect dates are flowed down to products - please pay close attention to this release note and contact PTT if there are any questions.***

Functionality has been added that will flow Customer Level Active and Disconnect dates to the Integrated Products and their details. The following rules / constraints are enforced:

  • Active Dates must be before Disconnect Dates.
  • If Active and Disconnect Dates are both cleared, dates on products and their details will also be cleared.
  • If the Active Date was clear and then is set to a date, dates on all products / details that do not have an Active Date will be set. Note: All products / details with an Active Date before the Customer Active Date will be set.
  • All products / details with an Disconnect Date that is either clear or after the Customer Disconnect Date will be set.

 

27368: Bug: Integrated Product -  Select Detail Inventory screen hides under top navigation bar

Corrected a screen display issue that caused the top of the "Select Detail Inventory" screen to be hidden behind the Navigation / Breadcrumb bar.

27469: Integration Product - New User Link needs to consider Products table as well

The New User process, available from the Login Screen, now considers the Integrated Product table when validating the customer request.  Previously only Traditional Local and Long Distance products where validated.

27761: Bug: Integrated Product - Dedicated Product Delete and Metric bugs

- An issue preventing Dedicated records from being deleted has been resolved.
- A related issue preventing Metrics from being saved on certain fields upon delete has been resolved.

27946: Bug: Integrated Product - Free Plans Admin Menu - Break up menu options

Updated the System Administration->Products menu to display Free Product Plans more intuitively.