2013-12 Yogi Release Notes

Overview

The Yogi release provides enhancements and bug fixes to several areas within TBS including Traditional and Integrated Products, as well as general updates within the Orders and Trouble Ticket modules.


General TBS - Enhancements & Bug Fixes

29144: Customer Information Screen - Additional Fields

On the Customer Information page there are now fields for an alternate contact name, an alternate contact phone number, and an alternate contact email.

This information is also available on the Locations tab for the corresponding Location record.

For some clients, the Alt Contact field was already shown on the screen. Please note that placement of this field has been relocated in order to be closer to the new Alt Phone Number and Alt Email address fields.

29561: Orders: Customization of Notification Emails

Previously, the system sent Order emails using a hard coded format for all Order notifications. With this release, these Order email notifications will now use custom email templates so that clients can manage the text that appears in the email. In addition, the first phase of controlling when emails are triggered within the Orders module has been implemented. Administrative tools for these triggers will be part of a future release.

All existing notifications have been setup to continue as they did before with a few slight. Please review the following notes for any changes to these emails.

For all clients, unless otherwise already directed, the Order email templates will be setup similar to they way they were previously with one exception which is the addition of the Status field. The text of these email templates can be managed within System Administration > Email > Templates.

With this release, the following Order templates have been already setup along with triggers for sending these to the appropriate parties. Those setup by default for Orders include Order Assigned Default, Order Received Default, Order Completed Default, and Order Notification Email Change Default.

Sample Email Messages:

Sample email message verbiage is below for Assigned To emails, Notification Emails and Completed Emails:

ASSIGNED TO ORDER:
To: AssignTo.EmailAddress

An order has been assigned to you.
Order ID: 218
Customer: Precision Telecom
Account Number: 99999999
Order Classification: New Service
Order Type: VoIP
Description: TEST DESCRIPTION
Status: Assigned (or whatever status the Order is in)

NOTIFICATION EMAIL:
To: Customer.Agent.Email
Cc: Order.NotificationEmail

This is to notify you of the following order:
Order ID: 218
Customer: Precision Telecom
Account Number: 99999999
Order Classification: New Service
Order Type: VoIP
Description: TEST DESCRIPTION
Status: Received (or whatever status the Order is in)

COMPLETED ORDER EMAIL:
To: Customer.Agent.Email
Cc: Order.NotificationEmail

An order has been completed
Order ID: 218
Customer: Precision Telecom
Account Number: 99999999
Order Classification: New Service
Order Type: VoIP
Description: TEST DESCRIPTION
Status: Completed

Email Templates can be customized by Base if desired. The system will fall back to those tied to the Default Base if no email template is set on a non-default base record.

IMPORTANT - Email Frequency & Email From Address Changes:

The new system that triggers the emails is based upon data changes on the order. Changed data is reviewed every 1-3 minutes to see if emails should be triggered and sent according to the business rules.

All Orders, regardless of how they are entered into the TBS system (via web service, via Order Processing, via LOA, via Product Replicate/Duplicate tool, etc.), an email will be generated.

Additionally, the From email address on order emails is now the Order From Email Address on the Customer Base instead of the Order Email Address that is setup on the Base. TBS was incorrectly using the Base record Orders Email address as the "from". Please be sure to check your Base Order From Email Address values to ensure these are as desired.

 

30238: Option to hide the Order and Trouble Ticket Assigned To field from External Users

Some client have requested that the Order and Trouble Ticket Assigned To fields be hidden from External users. "External" users are: Corporate, Customer, Agent, Wholesale or undefined.

TBS now supports a new application setting "AssignedToVisibleByAllUsers" which is defaulted to 1 (True) for clients except those that requested otherwise.

This application setting is used to show/hide the AssignedTo and ManagerID on:
1. Orders tab and Trouble Tickets tab within the Customer Information module
2. Orders Processing Screen and Trouble Tickets Screen

"Internal" users have a UserType of: Employee, Manager, or Admin. These users will always see the Assigned To Field regardless of the application setting value.

"External" users will only see the AssignedTo if the application setting is set to 1 (True).

29924: Orders:  Add Another Order for Account option added to Order Actions Menu

The Order Processing page now allows the user to add a new order to the current account vs. having to go back to the Customer in order to initiate a new Order. This option is available from the Order Actions menu. Access to this new feature is based on the Orders module.

To use this feature:
- Select the desired customer from the customer search menu.
- Navigate to the Orders tab and create or select an order.
- The "Add Another Order for Account" is available under the "Order Actions" Menu in the top right corner of the screen.

In addition, the "Order Actions" menu has been reorganized for easier navigation.  You will now note that all of the menu options are sorted alphabetically.

29921: Invoice Category Administration Updates

The Invoice Categories report is a invoice report feature that allows for the customized grouping of charges and usage on the invoice.

This invoice report feature has been expanded and can now be used on all Product.  Users can set the Invoice Category on the following:
- Local Master Usocs
- Internet Plans
- Dedicated Plans
- Cable Plans
- Fixed Charges
- Integrated Product Charge & Plan Inventory
- Usage is mapped to a Invoice Category by a user defined call type.

The Invoice Categories and usage mapping administrative page can be found by on the Menu by navigating to Utilities -> System Administration and Selecting Products -> Invoice Categories

Each of the rate plan administration screens have been updated to allow the user to select the desired Invoice Category at the plan level.

29862: Increase Email field length on Customer Information and Orders

The following email fields have been expanded to max length of 255 characters:

Orders Page
- Notification Email

Customer Information and Locations Pages
- Email
- Alt Contact Email

30144: Trouble Tickets Go Customer Tab Change

When clicking the Go To Customer Button on the Trouble Tickets page, you will now be navigated to the selected customer with the Trouble Tickets Tab already selected.


30136: Grid Filtering

The new style grids in TBS allow users to filter data by using the Filter Tool in the grid column heading. This method works well but has some limitations. First, when returning to a grid from another page, users must re-apply the filter. Second, multiple columns can be filtered at once but this is limited to using "AND" logic.

Precision is introducing new filtering options that overcome the current limitations. For this release, this new feature is only in place on the following administrative screens:

- Commission Products
- Download Forms
- Invoice Categories
- Product Type Groups
- (LD) Carrier Account
- File Transfer Log
- EFax Plans
- Status Action

Filtering is very similar to the previous method. The main difference is that the Filter Tool has been moved above the grid. Users can build the desired Filter Expressions and then hit the "Apply Filter" button in the Grid Header.

Filters can now use "AND" or "OR" logic. In addition, when returning to a grid, the last filter will be applied automatically.

This new feature will be rolled out to other grids in future releases.

Example: Filter Status Action grid to only show Customers Status Group.

Step 1: Click the Add Expression button

Step 2: Select the grid column to filter by.

Step 3: Select the filter type comparison (i.e., Equal to, Not Equal to, etc.)

Step 4: Type the filter criteria in the texbox

Step 5: Click the Apply Filter button in the top of the main grid

Add additional filters using the "AND" and "OR" options and repeating steps 1-5.


29058: Improve Bill History Performance

Functionality has been added to improve performance of the Bill History database (BillHistoryV2) after billing is completed.  This functionality will be used primarily by PTT support staff, and can be accessed by going to the Billing Control Panel > Post Billing page; the option is under the Auxiliary Processes heading.

29991: Bug Fix: Check Rates Tool not showing Local Rates after session timeout

The Check Rates tool had an error that prevented it from displaying Local Rates available in an area if a users session timed out.  This has been corrected.

This tool is based on the Sales Module and available from the Utilities - Sales Tools menu option. Configuration of data displayed within this module is controlled by PTT.

30070: Bug Fix: User Search Criteria issues when displaying the Orders Tree

TBS provides the ability to limit a users view of data by assigning a "Search Criteria" to the User record. 

The system automatically applies a Search Criteria to Customers, Agents, Wholesale, and Corporate type users. 

System administrators can also manually assign Search Criteria to users created on the User Administration page.  There was a minor bug that affected only these users.  For these users, the Search Criteria was not being considered when populating the Orders tree.  This has been corrected. 

30142: Bug Fix: Problem adding a new TBS User

An issue preventing users from being added to the system using the Add button on the user administration screen has been resolved.

Traditional Products - Enhancements & Bug Fixes

29930: Wireless SMS and MMS Rate Plans 4 decimal support.

The following wireless SMS rate fields now support 4 decimals:
  PerMsg InternationalCharge
  PerMsg OverageCharge
  PerMsg RoamingCharge

The following MMS rate fields now support 4 decimals:
  PerMsg Charge

To access these features, navigate to Utilities -> System Administration.

For SMS, select Products -> Wireless -> SMS 

For MMS, select Products -> Wireless -> MMS

29903: Provisioning File Transfer Log

TBS provides a mechanism for automatically sending and receiving files via FTP. 

This functionality is administered by navigating the to Utilities -> System Administration Menu, then selecting Provisioning -> File Transfer Credentials

A new "File Transactions Log" tab is on this page.  This log shows all file transfer activity for the selected site.

30242: Invoice Category added to Commissions Products

The ability to associate Invoice Categories to Commission Products has been added.

29915: Bug Fix: ANI Networks EDI Error - Duplicate Lines sent to Provision

A minor bug was fixed in Long Distance Provisioning.  In some cases, a single line would create 2 duplicate records in the provisioning file sent to a Long Distance Carrier.  This has been corrected. 



Note: this bug did NOT prevent the line from being successfully provisioned.

29798: Bug Fix: Provisioning - 'Download Modified Files' option improper date/time stamping causes multiple downloads

Provisioning provides a 'Download Modified Files' option that is used for carriers that re-use file names for files containing CDRs.  In some cases, however, Provisioning was storing the wrong time in the log, causing some files to appear modified when they hadn't been.

The bug has been fixed and the log will be tweaked to prevent existing bad data from affecting the process going forward.

Integrated Products - Enhancements & Bug Fixes

30128: Integrated Product: Handling replication of existing product(s)

Integrated Product Replication has been updated to make it easier to handle product duplication issues.



Previously, if a user tried to replicate (duplicate) a large number of new products and one of the new Product IDs already existed in the system, the entire replication process would fail.



A new option has been created on the Product Replication page.  The "If a ProductID is already in the system:" option allows the users to determine the replication behavior:



- Don't replicate any products - This option is the default and works as previously described.

- Replicate those Product IDs not in the system - This option will replicate all products except the duplicates.  In addition, this option will provide additional links in the confirmation area to help move many existing products at once, if desired.

30129: Integrated Product: Add Multiple Details to Multiple Products

For clients using Integrated Products:

Multiple Details may now be added to Multiple Products at once.

To use this feature:
- select multiple products from the products grid and click the View Selected button
- click the Details tab
- add the Details just as you would for a single product

30016: Integrated Product: Move Multiple Products at once

Multiple Integrated Products may now be moved at once.

To use this:
- select multiple products from a products grid
- select the Actions > Move tab
- move the products just as you would a single product

30073: Activity Log links to Account and/or Product if appropriate

The Activity Queue and Log are used by TBS when integrating with 3rd party systems.

These administration screens have been updated.  The Account Number and Product ID now link to the appropriate screen / record in TBS.

To access these new columns, navigate to Utilities -> System Administration.  Then select Activities -> Activity Log.

30204: Bug Fix: Activity Log Sorting and Filtering Issues

Sorting and Filtering on the Activity Log grid had no effect for two of the columns: Activity Type and Result Status.  This made it more difficult to find and resolve errors in the Activity Queue.  This issue has been resolved.

30229: Bug Fix: Integrated Product Billing Information->Invoices Grid not showing all product revenue

A bug that prevented all billing revenue buckets from being displayed on a Customers Billing Information->Invoice Grid has been corrected.

30173: Bug Fix: Integrated Product -Many product children cause performance issues

Integrated products with many children were causing system performance issues.  This has been resolved.

30149: Bug Fix: Integrated Product Detail Billing Dates not showing

On Detail records, the first and last billing dates were not displaying.  This issue has been resolved.

A side effect of this bug is that the first and last billing dates were then cleared if the detail record were edited and saved.  These fields are now treated as read-only for processes other than billing.

Any inadvertently cleared detail dates have already been fixed.

30325: Bug Fix: Integrated Product - Data Validation Errors when Replicating

Bugs in the product data validation process prevented integrated product replication from successfully completing under certain conditions.  These bugs have been fixed.