2014-09 Gambit Release Notes

Overview

The Gambit release brought about a lot of workflow changes for our Integrated Product clients as well as several updates to the General TBS. Additionally, this release is marking the Phase I of upgrading the modal window popups that are used throughout the system. This will be just one more step closer to cross browser compatibility.

 

General TBS - Enhancements & Bug Fixes

19857 - Open Dialog Box Update - Comments

Within TBS, there are several screens and tabs that will open a new, smaller "popup" or modal window for data entry / viewing. In a recent Chrome browser update, the function to open this modal window is no longer supported.

In an effort to remain browser compliant, we have begun Phase I of upgrading the windows that are used for screens like Comments and Traditional products as well as rate plans. For this release, Comments has been updated to use this new window format. Future releases will begin updating the Traditional product screens as well.

The new window will open up in the full length of the tab as seen below. Once the item is Saved, the user can click the Comments tab to be taken back to the list or click the "X" in the right corner.

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19271 - Reorder Billing Control Panel tabs Development

The Billing Control Panel Tabs have been reordered. They now flow in the order of billing. This will allow a more clear picture of the steps needed and their order. To Access this feature, navigate to Financial -> Billing Control Panel. The new order is shown below:

19469 - Comments: Remind User dropdown

Within the Comments module, the users available in the Remind User drop down list can now be configured.

A new field, AssignedToComments, has been added to the Users Admin Screen.

Note: This field is being backfilled to True for everyone except Precision and Generic users. Only users with this flag set to true will show in the Remind User drop down list.

Additionally, an unused Users field, Assign to Credit and Collections, has been removed.

19919 - Expand Order Summary field

The Order Summary field on Orders has been expanded to 2000 characters.

17563 - TBS: Lata/OCN Rate Expansion

For Long Distance Rating, TBS supports multiple rating methods.

The original "Lata OCN" rate method has been re-labeled to "Lata OCN Orig and Term". This was done to more accurately describe the rate method. In this case the rate is derived from summing the rate for both the Orig and Term side of the call.

2 new Lata OCN rate methods have been added:

  1. "Lata OCN Orig" - Only the Orig side of the call is considered for rating.
  2. "Lata OCN Term" - Only the Term side of the call is considered for rating.

 

19060 - Update Email Notifications (Metric Action) to send emails to Orders.ManagerOwner (WatchList)

A feature released back in Quarter 2, called Metric Actions will allow emails to be sent to specific emails, Customers or TBS users based on data changes in the system. Currently, this is in use for the Order Notifications and will be rolled out to include other modules of the system in the future. Previously, this tool could not email the Order's Manager/Owner assignment. This has been updated to now support this functionality by referencing the {%WatchList.AllEmailAddresses%} parameter.

19969 - Newline issue in HTML Emails

Line breaks in email parameters are now translated to an HTML line break for HTML email messages.

17407 - Update Users.UserID to not allow edits

On the Users administration edit page, the UserID can be set when entering a new user, however once the record is saved, this userID cannot be changed. This is to ensure that all metrics tracked in the system are properly tied to the UserID.

19233 - Add Date to Failed Email Grid

The Failed Emails grid (available via the Utilities-->System Administration-->Email-->Failed Emails) now shows the date of the email.

17861 - Make Wholesale "File Transfers ->Upload Files" option based on Traditional Long Distance Product

Within the Wholesale Portal, the Upload Files menu option will be enabled only when Traditional Long Distance products are enabled. To access this menu, log in as a wholesale user and then navigate to Resources.

18245 - Bug: External Portals: Help menu shows internal links

Links to TBS's Help documentation found under the Help menu were being shown to Agents and Wholesale users. This has been updated to ensure that only internal users can see these Help system links. Help links for external users can be added using custom links.

19257 - Flex Report Controls Misalignment

Filters in Flex Reports are now vertically aligned to the top of the filter section. Previously, the controls were middle-aligned making the interface awkward.

19283 - Bug: Flex Report Placeholder for Search Criteria

The TBS Flex Reports have the ability to limit records based on a "Search Criteria" associated with the user account. For Customers and Agents, the Search Criteria is automatically calculated. For Internal Users, Search Criteria can be set via the User Administration screen.

A bug was found on complex Flex Report that had multiple "where" clauses to select records from multiple tables. The Search Criteria was being applied to only the 1st Where clause. As a result, records were not limited as they should have been. This issue has been corrected.

When setting up complex Flex Reports with multiple "where" clauses, users/administrators should now use a placeholder to indicate exactly where the Search Criteria should be placed.

The place holder value is: ~SearchCriteria~

Traditional Products - Enhancements & Bug Fixes

19657 - Closing Order Bug

Bug Fix: An issue that created bad data when associating Products to Orders has been corrected. This was not a wide spread issue but when it occurred, users could not close the affected orders.

 

Integrated Products - Enhancements & Bug Fixes

 

19601 - Inventory: Allow Charges & Plans on Products in Inventory

Previously, if a product was in Inventory it was not allowed to have any Charges or Plans tied to the Product. If an existing product was moved to Inventory, the Charges and Plans were automatically removed.

This has been updated to now allow Charges and Plans to be attached to products that are in inventory. This is very useful for setting up "Template" products or going ahead and applying rating or free minutes plans while in inventory and then simply attaching these to a customer.

A few notes however to ensure that as items move in / out of inventory that usage and dates are cleared. To ensure that an item is "clean", the following fields on charges and plans records cannot be set when the product is in inventory.

  • Active Date
  • Disconnect Date
  • First Billing Date
  • Last Billing Start Date
  • Last Billing End Date
  • Last Billing Amount
  • LOA Dates
  • Terms
  • Term End Dates

When moving a product to inventory, all of the above listed fields will be cleared. Please be sure to see the Move Product and Replicate Product documentation for more detail on how these features work in the system.

 

19602 - Inventory: Replicate Products from Inventory to a Customer

TBS now supports the ability to setup "Template" products in inventory that can then be replicated to a customer and associated with an Order if required. Replicated products replicate the charges and plans as well.

This feature is useful in that a core set of "template" products can be setup in Inventory already having the proper rate plans, charge records and activation fees attached them and then used to replicate new products to a customer. This can save significant data entry time if clients have specific sets of known product packages available.

On the customer product listing and order product listing screens, a button has been added to replicate a product from inventory.

This button redirects to the Replicate Product screen, filling in the Customer and the Order ID (if applicable).

The Product Replicate screen contains a new Customer search control that allows searching by name as well as account number.

The options for the PTT-Replicate-Assignment-Behavior option of the REST service Replicate endpoint have changed to:

  • Assign-To-Inventory (unchanged)
  • Assign-To-Original-Customer (was previously Assign-To-Customer)
  • Assign-To-Specified-Customer (new)

NOTE: Clients using 'Assign-To-Customer' prior to the Gambit release will need to use 'Assign-To-Original-Customer'.

19603 - Inventory: Move Products from Inventory to a Customer

On the customer product listing and order product listing screens, a button has been added to move a product or products from inventory.

This button redirects to the Product Move screen, filling in the Customer and the Order ID (if applicable).

The Product Move screen contains a new Customer search control that allows searching by name as well as account number.

Orders: Replicate or Move from Inventory is now available from the Order Processing - Products Tab

Now when adding Products from the Order Processing Products tab, a "Select from Inventory" button is available to make adding items from inventory easier. Previously, this action needed initiated from the Inventory module. While this function is still supported, adding directly from the Order should result in easier data entry.

18209 - Add Quantity as option to set when adding Details to a product

The Charges & Plans Mutli Add Page can now set the quantity for the details that are being added. This will make data entry much easier for items that have a Quantity of more than 1.

19557 - Free Plans Quantity will now be considered in Free Minute Calculation

An Important update to the Charges & Plans Quantity field has been made. This change will impact Free Plan type details and will now consider the Quantity set on the Plan when calculating Free Minutes. Previously, Quantity only affected the Interval amount.

For example: A 1000 Minute Free Inter Long Distance plan is added to a product with a Charge amount of $5.00 and and Quantity of 10.

This will result in a $50.00 Interval charge and 10,000 Free minutes.

Any Detail Quantity field now has extra logic to ensure more correct data is entered. This change applies to both the Detail Add Page and and Detail Edit Page.

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16919 - Bulk Changes now allowed on more than 50 Products

Viewing Charges & Plans on multiple products was previously limited to a maximum of 50 products due to system limitations. These issues have been resolved and the 50 product limit has been removed.

19157 - Prevent Product Changes when Order.IsClosed Development

When a product or detail is attached to an Order, this order must be in an Open or not "isClosed" status in order to add, delete or edit attached items. Please see the Status / Workflow actions documentation for more information in "isClosed" orders.

19604 - Inventory: Activity Queue for Network Resources

The Activity Queue has been modified to ignore network resource attempts on products in inventory. In the Activity Log, these items display with a new status of 'Ignored.'

 

9981 - Bug: Workflow error after adding Products to an Order Development

This fixes a small error in Status Action Workflow. After adding a new product, the user would sometimes be redirected to an error page.

To Access this feature Select a customer, select an order (if desired and/or required) then visit the product screen and use the Status Action Workflow Control.

This is a bug fix

 

API - Enhancements & Bug Fixes

 

13222 - Customer Portal: Integrate with Globalinx

For clients that are integrated with Globalinx and have the Globalinx Network Resource setup in TBS, the Globalinx DID Portal has now been integrated into the TBS customer portal. This will allow customers with a Globalinx ID to visit the Globalinx Portal from TBS and already be authenticated.

To access this feature for a Customer Account:

  • Visit the Customer's Account Settings Tab, Custom Field sub-tab to ensure that the Globalinx User ID is populated.
  • Click on the Globalinx DID Portal tab. This will open a new web browser tab containing the GlobalLinx DID Portal.

Administrative Setup

First, setup the Network Resource (Utilities->System Administration; Network Resources->Resources)

Set the following fields:

  • Description
  • Network Resource Type - Select "GloballinxDID"
  • Host - the url Authentication provided by GlobalLinx
  • Aux UserName - the user name provide by GlobalLinx

Once the Network Resource is setup, TBS will:

  • Display a "Globalinx UserID" field on Custom Fields (Customers Screen, Account Settings Tab, Custom Field sub-tab). For an account to access the portal, this field must be set.
  • Internal Users: A "GlobalLinx DID Portal" Tab will be shown on the Customers Screen
    • Note: The Tab will always be displayed to internal users. An error message will be shown if the Custom Fields.Globalinx UserID field is not filled.
  • Customer Portal: A "DID Portal" menu option will appear on the under Serivces Menu.
    • Note: This option only appears if the Custom Fields.Globalinx UserID field has a value

Custom Fields: