2013-10 X-MEN Release Notes

Overview

The X-MEN release provides enhancements and bug fixes to several areas within TBS including Traditional Products, Integrated Products, Network Resources and the Portals.

One of the major highlights of this release is the new bulk edit abilities now in place for Integrated Products and Integrated Product Details. This new feature will allow the selection of multiple products and apply updates such as Location changes, Parent ID changes, Active/Disco Date changes, Product Status changes to occur on all selected products at once. These changes can be done from the customer or from the Inventory module.

The same ability now exists for Integrated Product Details as well. Multiple detail records can be selected and updated all at once. This is very useful for activating or disconnecting subsets of Details on an account.

The release notes below provide an overview of all enhancements and bug fixes within several areas of TBS:

 

General TBS - Enhancements & Bug Fixes

 

28897: Add Manager/Owner to Orders Tree filter options

Orders can be set with a "Manager/Owner" User.  The purpose of this designation is to allow a user other than the "Assigned To" to watch an order as it progresses through it's life cycle.

A new "Manager/Owner" filter option has been added to the Orders Tree.  This option will list all users that are currently watching one or more orders.  The tree will be automatically filtered by the current user if that user is watching any orders. 

Changing the Manager/Owner drop down list will refresh the Orders Tree.

29673: Configure # of shown items on New Grids

Grids on the TBS Home Screen (comments, orders, tickets, watch list) and on several new grids throughout the system can now be customized to override the number of records displayed per page by default. The current default is unless otherwise specified is set to display 25 records per page.

Two options exist for overriding this default:

  1. Client wide default setting: Setting would apply to all users who do not have an individual T4User Grid Size setting.
    1. Internal T4User setting: Applies to internal TBS users only (excludes agents, customers, wholesale, coop). Setting the Grid Size would apply only to that user logged in. This can be managed via the 'Account Settings' menu option in the top-right user menu, then entering a value in the 'Grid Page Size' field.

      Note:The Grid Page Size will apply to many of the "new" grids within the TBS system,however not all. This is the first phase of implementing newer grids that will utilize this feature. Key pages that will be affected include: Home page, Integrated Product grids, Inventory grids, Metrics, some admin screens (USOCs, Charge & Plan Inventory, Download Forms, Invoice Messages, Product Types, etc.).

28705: Transaction Level Aging Report

A new FlexQL Report has been added to all clients.  This report can be found under the Accounting report group.

The Transaction Level Aging Report is very similar to the standard AR Report, however the new report provides aging detail at the Transaction Level instead of Customer Level.  This report only displays open transactions.

Accounting Access permissions are required to access this report.

29679: Improved Data Verification on Customers, USOCs, and Account Codes

It has been discovered that through lack of data validation on the front end as well as imported data that there could possibly be invalid data relationships inside TBS.

In an effort to prevent this type of invalid data going forward, additional verification has been added to prevent the following scenarios:
- Invalid Agents on Customers
- Invalid Groups on Customers
- Invalid USOCs
- Invalid Account Codes
- Invalid Locations on Account Codes

This means that data that is tied to another item within TBS will not be able to e deleted until the relationship is removed. An example: If a Location is tied to an Account Code and then the Location is attempted to be deleted, an error message will appear like the one below.

29843: CDR Viewer: Distinguishing Minutes, Messages, and Megabytes

The CDR Viewer hasn't previously distinguished between different types of units (Megabytes, Minutes, and Messages for example). All unit types were totaled together under one label, 'Minutes', causing confusion when the message was measured in something other than calls/minutes (i.e., Wireless data is measured in MBs).

Totals are now grouped by unit type so that they make more sense.

29576: Bug Fix: Transactions Page Error on Null Description

A bug that allowed blank Transaction Descriptions has been corrected.

29872: Bug: Password Change Error when Force Password checkbox is not shown

An issue was discovered when resetting passwords in the system. This error only occurred on the Account Settings - Change Password screen and the Force Password Change screen after initial log in. This has been resolved.

Traditional Products - Enhancements & Bug Fixes

 

29643: Add Wireless ESN (MEID) to the Products Grid

The Wireless ESN (aka MEID or IMEI) has been added to the Wireless Products Grid on Customers and Orders.

29920: Local Rate Plan Admin Screen - Add Collect Per Minute Rate and Operator Assist Per Minute Rate

Bug Fix: The Local Rate Plan Admin screen was missing the Collect Per Minute Rate and Operator Assist Per Minute Rate fields.  These fields have been added.

Network Resources - Enhancements & Bug Fixes

29771: Activity Queue Error Notice

The Activity Queue is used in TBS to integrated 3rd party systems / APIs (Network Resources).  New system alerts have been created to provide better visibility into any Network Resource errors or connectivity issues.

These alerts will be displayed on the following pages:


1) Home screen - All Activity Queue errors will be shown to users with Maintenance permissions. The Activity Queue link will go to the Client Activity Log tab.


2) Customers screen - Activity Queue errors on the current account will be shown to users with Product.Update permissions. The Activity Queue link will go to the Customer level Activity Log tab.

3) Products screen - Activity Queue errors on the current product will be shown to users with Product.Update permissions. The Activity Queue link will go to the Product level Activity Log tab.

29771: Activity Queue Error Notice

The Activity Queue has been update to provide links directly to the Customer and Product.

Integrated Product - Enhancements & Bug Fixes

 

28412: Support for Editing Multiple Integrated Products at once

New features exist in TBS to facilitate the mass updating of multiple Integrated Product records at one time.

Currently, products being updated at the same time must either:
- all be on the same customer
- all be in inventory (not assigned to a customer)

To access this feature:

From any product grid in the system, check the products that you wish to edit, then click the 'View Selected Records' button at the top of the grid.

This takes you to the same Product information page but with the following differences:

  • Fields whose selected records have different values (e.g, ProductID) are displayed with the keyword '[diverse]'.  When saving your changes, any fields that say '[diverse]' will leave the original values unchanged.
  • When products with different auxiliary information (Voice, Dedicated, etc.) are selected, the system will not show the auxiliary information.

To Edit the records, click the Edit button and update appropriate fields as desired and Save the changes. Neither the Product Type nor the Product ID can be changed.

 

 

28411: Support for Editing Multiple Integrated Product Details at once

New features exist in TBS to facilitate the mass updating of Integrated Product Detail records.

Currently, products associated to the details being edited at the same time must all be on the same customer.

To access this feature:

From any detail grid in the system, check the details that you wish to edit, then click the 'View Selected Records' button at the top of the grid. This takes you to the same Detail information page but with the following difference:
- fields whose selected records have different values (e.g, Override Interval Charge) are displayed with the keyword '[diverse]'.  When saving your changes, any fields that say '[diverse]' will leave the original values unchanged.


28709: Integrated Product: Added Alternate ID Field with ability to Auto Generate

An Alternate ID field has been added to Integrated Products and may be used as a secondary identification of a product.  This field is neither required nor unique, and is not used for any purpose other than display in the system.

The ability to generate an auto-incrementing Alternate ID is available by specifying a couple of parameters at the Product Type level.

28884: Integrated Products:  Assign an Order to replicated Products

Whenever Integrated Products are replicated, the following options are available for order assignment:
- Do not assign to an order
- Create a single new order and assign all replicated products to that order
- Assign to an existing order (when currently on an open order, the system will select this by default)
- Create a new order for each replicated product and replicate the current order information (e.g., AssignedTo, Description) to each new order.

29967: Add Multiple Integrated Products to an Order

Multiple Integrated Products can now be added to an order at once.

To do this, check the desired products in the Products grid and click the 'Choose Selected Products' button at the top of the grid.

30013: Integrated Product Replicate: Optionally continue when ProductIDs exist

Previously, when replicating Integrated Products, the system would show an error when a ProductID in the replicate list was:
- in the list twice (causing the system to replicate it twice, causing an error)
- in the system already on another Product

To resolve the first issue, the replication process now removes any duplicate ProductIDs in the list before doing any replication.

To mitigate the second issue, the replication screen now provides an option to allow you to bypass the error message and replicate any ProductIDs that aren't already in the system.  The screen will still tell you which products were not able to be replicated, however.

29882: Integrated Product: Improvements to Field Defaults

Several improvements have been made to the Integrated Product filling of field defaults.

Product defaults are now filled when the Product Type is changed instead of when the Add button is clicked. 

Fields that auto increment (ProductID, AlternateID) now only increment when a Product Type that uses the functionality is selected.

Fields that already have values on the screen will not be overridden by default values.

Default values can be specified for Products as well as any Auxiliary information (Voice, Dedicated, etc.) for the Product Type.

29793: New Integrated Product Search - Searches all Basic Info and Auxiliary fields

A new view, ProductCombinedView, has been created in the system so that the Integrated Product tables may be more easily searched.

29889: Bug: Cannot Pick a Parent on a New Integrated Product Record

A bug has been fixed on the Integrated Product screen that prevented picking a Parent Product ID on a new record until that record had first been saved.

29570: Bug Fix: Integrated Product Inventory Error - Account Number not shown in grid

Fixed a minor issue on the Integrated Product Inventory page that prevented the account number from being displayed properly.

29873: Bug: Integrated Product Replication duplicates call dates for voice products

Replicating Integrated Products with a Voice component no longer have the First and Last call dates replicated to new products.

30063: Bug: Integrated Product Parent Product Chooser displays products without ProductIDs

The Parent Product Choice Grid now filters out products without a ProductID.

Portals - Enhancements & Bug Fixes

29922: Bug Fix: COOP Portal Issue not setting AgentID

A bug that prevented the Agent ID from being set on Orders entered via the Coop Portal has been corrected.