2014-08 Faora Release Notes
Overview
The Faora release provides a variety of screen enhancements across many modules within the system. Key new features include adding charts to the Agent portal, enhancing the Email Templates tool to now allow an HTML builder interface, upgrading the Account Codes modules as well as revamping the customer Account Number generation logic.
Reminder: The new Customer Portal is being turned on for all clients with this release. Please be sure to check out the new features with the portal and reach out to Precision if you have any questions.
General TBS - Enhancements & Bug Fixes
13471 - Change TT Commit Date to a true date/time field type
The existing Trouble Ticket Commit Date/Time area was a free-form text area; This made reporting on this field impossible if trying to search for specific dates or times. It has now been updated to represent a strict date/time.
- Since the text previously was a combination of times, dates and text in freeform, these could not be converted easily to the new Date Time format. To keep existing information, this information has been moved to a new field labeld "Notes" directly below the new date/time textbox.
- A new Commit Date/Time field has been added and is required to be a valid date/time. See next release items for specifics on how this date/time box works
Calendar Control Updates:
The above TT commit date update resulted in a change to some of the calendar controls in the system.
- Controls previously displaying a time, or date with time (e.g., Recurring Payments) now have a calendar / time picker as well. The calendar automatically appears when the box is focused; the calendar icon previously used to display the calendar pop-up has been removed.
- New shortcut keys for time have been added. Here are all of the shortcut keys available in the date boxes:
- T: Today
- N: Now
- PgUp: Previous Month
- PgDn: Next Month
- Up: Previous Day
- Down: Next Day
- Shift + PgUp: Previous Hour
- Shift + PgDn: Next Hour
- Shift + Up: Previous Minute
- Shift + Down: Next Minute
13807 - Add invoice review grid on main page
The Invoice Review Grid is now featured on the Home page of TBS. If an invoice is marked for Invoice Review and the logged in user is Assigned to review that invoice, they will be able to see it from the Home screen.
15231 - Add Charts to Agent Portal Development
The following new charts are visible to agents on the Agent Portal home screen:
- - Revenue trending for the past year
- - Top 15 revenue-generating accounts for the past six months
- - Billing breakdown (charges, usage, taxes and fees) for the past month
17162 - Email Templates HTML editor
The Email Templates Tool has been upgraded. It has moved to the new style TBS Grids and have received upgraded editing tools. The email template's HTML content can now be edited using a specialized HTML Editor tool which will allow for a more feature rich editing experience.
Additionally, a list of available Replaceable columns is now available on the Template screen for ease of use when setting up these templates. This is very useful for pulling in information from a customer's account or displaying contact and customer service information from the Base record.
Please be sure to review the Email Templates documentation for further information on inserting Base Logos and other images as well.
To Access this feature navigate to Utilities -> System Administration -> Email -> Templates
17418 - Admin Navigation updates for Groups and Bases
The administrative tools for maintaining Groups as well as customer Bases can now be found under the "Customers" system administration option. Previously, these items were under the "Customer Groupings" option which no longer exists. This change was made to allow Groups, Bases and the new Account Number Scheme tools to be grouped together for customer configuration. See below for more information on the new Account Number Schemes feature.
18273 & 17418 - Customer Account Number Generation Schemes
Currently in TBS, there are a multitude of ways to apply logic to a customer's account number upon entry. Prior to t his release, these methods used a combination of Group settings, Application Settings and Client specific settings. Now, within TBS, these settings have been combined and can now be administered by Clients.
Account numbers are now generated by referencing an Account Number Scheme. A Scheme can be setup to have a Prefix or a Suffix and have an auto incrementing number placed accordingly within those. TBS will still track the last generated unique account number for that Scheme and keep it in mind for use when generating the Next Account Number. An example Account Number Scheme might look something like this:
PTT{%NextIncrement%}
In this example, we will assume that the Last Account Number used is PTT100001. By applying the above Scheme, the Next Account Number to be generated would be PTT100002. The "PTT" portion would serve as the prefix and the "NextIncrement" portion of the scheme would serve as the auto number ready to be incremented.
Using Prefixes are very handy if a Client wants to prefix account numbers for specific Groups of customers. Groups previously defined a prefix and next account number via text boxes. Now, the Groups admin screen will point to a specific Account Number Scheme. This allows multiple Groups to use the same account number scheme if desired (previously, this was not possible).
The customer is tied to a Group in the same way they always have been via the Customer Information screen. Since this Group now points back to an Account Number Scheme, the account number will be generated using the Account Number Scheme set on the Group record.
To manage these Schemes, the admin pages can be found under Utilities -> System Administration -> Customers -> Account Number Schemes.
Additional Screen Updates:
Groups Maintenance:
The Prefix and LastAccountNumber fields in the Group table are being removed. Account Number Schemes are being created from these fields and the Group is being linked to the new scheme.
Account Number Scheme has been added and is now required on Group records.
T4CompanyMaster (Super User Only):
The NextAccountNumber field is being removed. An Account Number Scheme is being created from this field and T4CompanyMaster is being linked to the new scheme. This scheme is only used when setting an account number on a customer that does not belong to a group.
Account Number Schemes
- SchemeTemplate: the template into which to insert NextIncrement
- NextIncrement: the integer that will be used for the next account number
- NextIncrementLeftPadding: if set, the system will pad NextIncrement with zeroes to the left until the number portion of the account number reaches this value
Additional Example:
SchemeTemplate: PTT{%NextIncrement%}
NextIncrement: 60
NextIncrementLeftPadding: 6
The above settings will subsequently generate these account numbers:
PTT000060
PTT000061
PTT000062
18410 - Update the Customer Header
Previously, the default Base Company Logo showed in the top left corner of TBS, even when viewing a customer that may be from a Base that has a different company logo. With this release, now when viewing a customer in TBS, the system will show the company logo for that customer's Base instead of always showing the default Base Company logo.
Example: Group ENT pointing to the Default Base
Example: Group TST pointing to the Test Telecom Base
16461 - Add Sweden as a country selection for credit cards Development
Sweden has been added as an available country for Credit Card processing.
TBS already supported many countries in the Credit Card processing module. Sweden has been added to the list of available countries. No other functional changes have been made.
10768 - Account Codes Interface Upgrade
Due to a few existing bugs on the Account Codes screen, it was decided to go ahead and migrate this grid and screen to the new grid and screen features. All existing functionality will remain in tact and this will still be based on the Products module for security access. This grid will support the new Filter Options, sorting, exporting and paging. Any business rules for adding through Orders will still be supported however, now when viewing account codes through an Order, only the Account Codes that are tied to that Order will be shown. This is the same logic as applied to Products.
18726 - Layout change on Comments Grid page Development
The Comments grid has been expanded to show the Remind User in the Grid. The Remind User and Date are only displayed to Internal Users (not customers, agents or wholesale accounts).
17833 - Missing CalcType on Misc Charges Development
The Products tab -->Misc Charges page had a missing Calculation Type. The "Percent All Except Local" type has been added to this drop down list.
16423 - Bug: Days Late updates do not write properly to history
Nightly Account Balance and Days Late updates now write to the TBSHistory database.
17807 - Bug: Order Permissions are not consistent
A bug on the Orders Screen cause Agent Permissions to be applied to the command buttons inconsistently. In some cases, this would give an Agent User the ability to Edit Orders. This bug has been corrected.
17819 - Bug: Agents can see / select other Agents from the CI AgentID DDL
A bug on the Customer Information Screen would allow agents to see a list of all other agents in the system. This bug only manifested itself when Agents had Add or Edit rights to the Customer Module. The bug has been corrected.
When an Agent is logged into TBS and viewing a customer account, the Agent Dropdown list will be populated with the Agent, Sales and Sub Agent information associated with their Agency.
Traditional Products - Enhancements & Bug Fixes
14378 - Bug: Call Credit Issue with Deleted Fixed Charges
For traditional product customers, the ability to credit individual CDR records exists which will generate a single Fixed Charge matching the call record selected. Previously, if for some reason, that Fixed Charge was deleted before it billed, the CDR credit in the billing system was still hanging around and prevented an entire invoice credit from being performed.
This has been fixed so that now if a CDR Credit Fixed Charge is deleted before it bills, the CDR Credits associated with that Fixed Charge are also deleted.
17516 - Bug Fix: Care code 2004 is not completing
LongDistance Product Provisioning has a process that will change the line status to "Provisioning Complete" when the line status is "In Progress" and a good Care Code has been received. A bug was preventing this process from running and has been corrected.
18525 - Bug: Local Rate Plans not defaulting when adding a new USOC
When adding a new USOC to Local, the system will set the Outbound Rate plan based on the active USOCs on the line. A bug was introduced last release that broke this functionality. The bug has been corrected.
Integrated Products - Enhancements & Bug Fixes
17428 - Add Invoice Category to Charges & Plans Grids
All Grids featuring details now show the Invoice Category Description. The grid fields have been reordered to show the Quantity more prominently as well.
Charges & Plans Grid:
Detail Inventory:usoc
