2014-10 Hulk Release Notes

Overview

The Hulk Release had a primary focus of updating the Locations / Addressing lookup toolset in order to provide more accurate detailed location data that may aid in bulk mailing savings as well as more detailed location information for products. Additional enhancements and bug fixes were also made throughout the General and product portions of the TBS system. Please review the highlights below for more details.

• General TBS
• Traditional Products
• Integrated Products
• API Interfaces

 

General TBS - Enhancements & Bug Fixes

 

10324 -Utilize new Service calls for Address Verification using USPS data

TBS is now equipped with an Address Lookup and Verification service that will help users entering / editing information on the Locations screen. This new tool can be used to validate the address against the US Postal Service data. The data will provide access to the zip code+4 location information which is even more accurate than the regular 5 digit zip code available today. This accuracy can potentially aid in better mailing rates (if supported by the client's printer) as well as provide more accurate location data for troubleshooting products and customers.

This new tool consists of two new features:

1. Address Finder - This tool will assist the user in determining the exact zipcode, city, address and zipcode+4 for the location.
2. Address Suggestion - This tool will parse any manually entered address data and offer up suggestions that may more accurately represent the desired location format by the USPS.

The following steps and screenshots will review how, when adding a new location, the Address Finder and Address Suggestion tools work. This tool will soon also be built into the Customer Information screen as well. Note: This Address Finder is only available for locations inside the United States.

Step 1: Click the Use Address Finder link to open the Address Finder wizard.

Step 2: Enter zip code into the zip code textbox and then tab or click off the textbox

Step 4: A list of matching city locations will appear. The preferred city of the Postal Service will be in bold. Select the icon next to the city / location that best corresponds to the zip code provided.

Step 5: Enter the Address Line 1. The system will begin to try and auto-complete the address based on the information being typed in. Select the matching Address Line 1 value. Note: If the address is not listed in the Line 1 auto complete list, it is very likely that the address being entered is not up to date. It it recommended that the address be check again with the customer for the most up to date and accurate address information.

Step 6: Optionally, enter Address Line 2 if needed

Step 7: After the Address Line 1 (and possibly Line 2) is entered, a list of matching zip codes will appear. It is important to select the most accurate zip code which should be a zip code + 4 digit value. If only a 5 digit zip code appears, it can be selected, however again, it is highly recommended that the address information be rechecked as all accurate addresses should return a zip code + 4 value. Select the proper zip code corresponding to the original zip code entered.

Note: If multiple zip code + 4 combinations exist, the system will show an informational alert suggesting the addition of an APT#, STE# or OFC# to better locate the exact position.

Step 8: Review the Confirmation address. If a better suggestion is available from the Address Suggestion parser it will also be displayed. Please select the desired address for the customer.

Step 9: The selected address will be populated into the Location fields appropriately.

Address Suggestion: Using the "Address Finder" is optional for users. Clients can continue entering the address information into the appropriate address fields as they have previously done in the past. The only difference would be that the system may provide an Address Suggestion (if available).

 

19710 - Send Expired Recurring Credit Card Email Notifications

TBS will now send out credit card expiration email notification to customers whose recurring cards are due to expire. Emails will be sent to the main Email set on the Customer Information screen.

With this release:

• A new Application setting, 'CC_ExpirationNoticeAdvanceDays', will be created and set to '7,30,60'
• A new email template type, 'Credit Card Expiration Notice', will be added
• Bases will be assigned this default email template

A new nightly process will send emails to customers whose recurring cards are expiring in the number of days specified by the application setting above. By default, if a card is expiring in 7 days, 30 days, or 60 days, the system will send an email according to the email template specified by the base.

Clearing the CC_ExpirationNoticeAdvanceDays setting will prevent the system from sending any of these emails. Please work with your account manager if you do not wish to send these notifications.

Fields available for the template and an example of each type:

• CustomerInformation fields: Customer.Name
• CCInfoView fields: CreditCard.LastFourDigits
• Base fields: Base.CompanyName

These parameters are also available:

• CreditCard.FormattedExpirationDate - the expiration date (the first day that the card is no longer valid) of the card formatted using the CultureType specified on the base.
• Base.CompanyLogoUrl - the URL to the Company Logo

The Expiration template can be managed using the Email Templates maintenance tool.

Sample Email:

20310 - TBS: Add new Corp Invoice Flag to BillOptions

A new invoice report flag was added to the Account Settings->Invoicing Tab for Corporate accounts. This flag is tied to the Corporate Summary invoice report. These flags will determine the Summary reports that will appear on the Corporate invoice. See options below:

Report Flag Options

1. All (Default)
   
   
2. Print Only Summary by Sub Account
   
   
3. Print Only Summary Charges and Usage
   
   

 

Invoicing Tab - New Report Option flag:

 

20907 - Relabel 'Invoice Category' to 'Service Category' in TBS

Within TBS, all Charges have the ability to have an "Invoice Category" set on the charge that can then be used for reporting as well as grouping like charges together on the Invoice Category invoice report. (See Invoice Reports for more information on this invoice report).

Since this classification is applied within reporting as well as on the invoice, it has been renamed to "Service Category" to make this field more intuitive for users. With this release, all references to 'Invoice Category' have been relabeled to 'Service Category' in order to more accurately describe the functionality. Please review the Service Categories documentation for more information on this feature.

Additionally, on the Invoice - all instances of "Invoice Category" have been changed to "Service Category" including the report title and each section label.

 

20002 - Fix showModal Bug - Transaction Posting

The Transaction Posting page has been updated to support multiple browsers.

Previously, after a posting job was complete, the system would "pop up" a transaction report in a full screen, modal window. Opening windows in this manner is no long supported in Chrome and other browsers.

After the posting job is complete, the system now displays a red message with a link to the report.

"Posted Batch Number XXXX - View Report"

The View Report Link will open the Transaction Posting Report as before except the report will be opened in the current window. Users can right click the link to "open in new tab" or "open in new windows" if desired.

Transaction Posting example:

15087 - Stop using Master Bill History

Part of the current PTT billing process is to compare a client's Billing History database with a Master Billing History database to ensure that any new billing fields or structures are synced prior to posting data to the production system. Due to the complexity of this history database and the amount of billing history data stored, this process was very complicated and often led to manual effort to successfully sync the two databases. This process has been removed with the following UI changes in TBS as well.

Note: This is currently a Precision process. For now, this is purely informational for Clients.

The following UI changes have also been made. Currently, this tab is for internal use only.

• On the Billing Control Panel, the Import Billing QA step has been moved from the Post-Billing tab to the Billing tab.
• Report interfaces in TBS have a different background color.
• A 'Toggle All' button has been added to report group interfaces to ease in selecting multiple reports.
• Colors in the backend service controller (used to display the status of long-running processes) have been changed.

Traditional Products - Enhancements & Bug Fixes

20558 - Traditional Product Billing History BillHistoryV2 Bug Development

When selecting the Billing History option from the Product Links menu on a traditional product screen for Cable, Dedicated, Internet, Local, and Wireless, products pulled billing data for products other than the selected product. This has been fixed.

20001 - Product Pages Navigation - Remove the Pop up Show Modal window on Auxiliary info

As discussed in the Gambit release, browsers are beginning to sunset the support of the "Modal" window that is used throughout the TBS Traditional product set and within Comments. Comments were updated in the Gambit release to no longer open a pop up modal window when adding or editing an existing record.

This same logic has now been applied to all Traditional products auxiliary links under the Product Links menus (i.e., Billing History, Metrics, Directory information, etc.). These screens will now open in full screen mode and will have a Close/"X" in the top right corner to go back to the product page. Note: Any "Done" buttons have been removed from these auxiliary screens. Save and using the Close/"X" will have the same result.

21659 - Bug: Cannot Change Status if Order has Account Codes Development

Fixed a Bug that prevented users from changing Order Status if the order had associated Account Code records.

Previously when applying the Workflow Action, the users will see an error message "Workflow Action was not applied successfully. Unknown product table: AccountCodes". This has been fixed.

Note: Workflow actions do not apply to Account Codes at this time.

 

21954 - Bug: Trouble Ticket Physical Locations button not available to Agents

A Bug on Trouble Tickets has been corrected for clients that use the Traditional Physical Locations (aka Facilities Module). The bug prevented non-internal users (Agents) from adding new tickets if they also needed to add a new Physical Location record.

TBS now checks user permissions to determine the behavior of the Physical Location Links and Dropdown List. The fields are hidden / not required if the User does not have access to the Facilities Module. Otherwise, the page shows / requires the Physical Location fields as before.

 

Integrated Products - Enhancements & Bug Fixes

20757 - Bug: "Add Existing" error on Orders with 2100+ Products

Adding existing products on an order already associated with 2100+ products produced a TBS system error. This issue has been resolved.

API - Enhancements & Bug Fixes

20408 - Bug when picking ENUM TrunkGroup on Detail record Development

The enum portal now features autocompletion, similar to what is found on the Locations page.

To access this feature, find the desired customer, navigate to a Charge or Plan with an Enum Network Resource attached. When editing this record, you will be able to use the autocomplete control to select the trunk group.