2017-05 Emerald Release

Overview

Please note: The Work Front Request system link will be changing to http://precision.my.workfront.com. Please be sure to update bookmarks and links appropriately.

 

General TBS - Enhancements & Bug Fixes

90835 - Images Admin Screen Upgrade

The images grid under Setup->Customer Settings->Images grid has been updated.

Users can upload, download, or view images on this page like they can on Documents. They can also edit the image's description and printer name in the grid. Supported file extensions are .jpg, .jpeg, .png, and .gif. The max file upload size is 4 MB.

Once the image is loaded to the upload section, they will appear under the Select area with a Green indicator showing they are ready to be added. Users can upload one or more images at a time.

Once all images are prepped in the upload area, the Add Images button will upload them all to the system.

View/Download Image Details - Clicking the View or Download link in the grid will open up a new browser tab showing the Image or prompt the user to download the file. It will also provide a URL to the image that can be used within the Custom Links tool or within the Email Billing templates.

128124 - TBS Changes to add Invoice Version to BaseInfo

Invoice Version has been moved from Application Settings to the Customer Base level and can now be managed on the customer base edit screen. This Invoice Version flag will be used in conjunction with a special setup configuration allowing Clients to have different invoice versions outputted from the same bill run.

127396 - Add UserSettings to Metric Actions

The UserSettings table is now available for use with our metric action triggers. This would allow for triggering an email when a customer's password has been updated that can go directly to the customer as a security change update. Please be sure to work with your Client Solutions Expert if you would like to setup this functionality.

Traditional Products - Enhancements & Bug Fixes

126795 - Expand Fixed Charges Amount field

Expanded the Amount field on Fixed Charges to now accommodate up to 10 characters.

Integrated Products - Enhancements & Bug Fixes

110101: CDR Credits into Details

CDR credits can now be made on integrated product clients. These can be triggered from the Invoice Viewer - Call Records tab.

When CDRs are credited, a charge inventory record is automatically created (if necessary) with the correct tax type for the CDRs being credited. A detail is created on each product/tax type combination and assigned to the product with a negative amount.

Credit Selected Calls button

This button will only be visible if the user has access to the AccountCredit module

To apply a credit to individual calls

  • Navigate to the first page of the grid where call(s) to be credited are located
  • Select the checkbox next to the call(s)
  • Click the Credit Selected Calls button

A message will appear at the top of the grid to indicate how many calls were credited and the total dollar credit for the calls

Each call may only be credited once. If a call is attempted to be credited more than once, the following message will appear.

Integrated Products

A negative charge detail element will appear on the Product for each summary of call types credited.

Approve CDR Credits

On the Setup-->System--> Company Info screen, there is a new setting indicating that the system should

  1. Require approval on new CDR credit inventory records

 

If this is checked, the credits will be entered on the customer, however the active dates will not be set. The credit will have an Active Date Upon Approval field set that can then be used during the Approval process.

110102: Add permissions for Active Date on Details

Charge/Plan records can now be configured so that they have to be approved before they become active. The system is configured so that access to a certain security module is required to approve charge/plan records.

On the Setup-->System--> Company Info screen, there is a new setting indicating that the system should

  1. Module for approving Charges and Plans
  2. Require approval on new CDR credit inventory records

 

Users must have access to this module in order to add charges/plans flagged for approval (including CDR Credits if checked) without going through the pending approval process.

On the Charge/Plan inventory screen, two new fields have been added

  • Requires Approval
  • Used for CDR Credits

This is automatically set to true on charge inventory records created by the CDR credit screen.

When a user without access to the module sets an active date on a Charge/Plan that has been flagged for Requires Approval, that active date does not take effect until it is approved by someone with the required permission. When a user with access to approve charges sets an active date, the active date takes effect immediately without requiring approval.

On the Charge/Plan screen

Approval information is displayed, and the Approve button is enabled if the user has access.

When using status/action

If charges require approval, a message will display identifying them

When adding new charges/plans

If charges require approval, a message will display identifying them.

Charge/Plan grids

The Active Date Upon Approval field has been added to the main Charges & Plans grid. The Active Date will not be filled until the item is Approved. At this point, the Active Date will become the Active Date Upon Approval. This can be changed if desired.

Pending Approval screen

A new screen has been added: Products > Charges & Plans > Pending Approval. This screen shows all charges pending approval and allows a user to approve multiple charges at once.

Users with permission to approve pending charges will see a system notification if any are pending approval along with a link to this new screen.

119078 - Free Minutes: Support Corporate Level sharing across Sub Accounts

When creating a Free Plan you now have the option for Corporate Level "shared" type.

When a free plan detail of this type is added it will be exist at that level meaning said plan's free goodness may be shared across any/all subaccounts.

These plans follow the same logic as everything else and can be set to accumulate as well as stand alone.

 

Tasks - Enhancements & Bug Fixes

The Task Management infrastructure is being enhanced and expanded with each release. Please see all the new updates below that will apply to Quote Requests and to new Task Tickets.

123805 - Time Tracking Module Development

We added a new feature to tasks that allows time to be logged for each task that is worked on. This feature is available from the main tasks screen and time can be logged from the grid on the tab or by using the "+" button in the tab itself. Users must have access to the "TimeLog" module in order to use this new feature. Employee managers also have the option to log time for other employees that can be assigned to the task but normal employees can only log time for themselves.

Release Database Changes

Database Changes

These are the differences that will be made to your existing database when upgrading to version 35.00.

TBS Database

 

The following fields will be dropped:

  • CDRCredits.CreditApproved
  • CDRCredits.Modified
  • CDRCredits.ModifiedBy
  • CDRCredits.ModifiedDate
  • CDRCredits.DeletedFlag
  • ProductUsageStatistics.CarrierType
  • ProductUsageStatistics.ProductType
  • ProductUsageStatistics.AccessType
  • ProductUsageStatistics.MessageType

 

The following fields will be altered:

  • -- CDRCredits.BillingCycleID IsNullable (True -> False)
  • -- CDRCredits.CDRKey IsNullable (True -> False)

 

The following tables will be added:

  • AgentsTransactions
  • AgentsTransactionsView
  • CommissionsDefinition
  • CommissionsTransactionsDeletedView
  • CommissionsTransactionsFullView
  • CommissionsTransactionsNormalView
  • ProductUsageStatisticsView
  • TasksAux_Development
  • TimeLog
  • TimeLogView

 

The following fields will be added:

  • AgentsTransactions.AgentsTransactionsKey
  • AgentsTransactions.AgentsKey
  • AgentsTransactions.Description
  • AgentsTransactions.Amount
  • AgentsTransactions.CommissionsDefinitionKey
  • AgentsTransactionsView.AgentsTransactionsKey
  • AgentsTransactionsView.Description
  • AgentsTransactionsView.Amount
  • AgentsTransactionsView.AgentID
  • AgentsTransactionsView.AgentName
  • AgentsTransactionsView.CommissionsDate
  • CDRCredits.DetailsKey
  • CommissionsDefinition.CommissionsDefinitionKey
  • CommissionsDefinition.CommissionsCycleID
  • CommissionsDefinition.RunDate
  • CommissionsDefinition.CommissionsDate
  • CommissionsDefinition.Status
  • CommissionsDefinition.CommissionsEndDate
  • CommissionsTransactions.CommissionsDefinitionKey
  • CommissionsTransactions.Processed
  • CommissionsTransactionsDeletedView.TransactionsKey
  • CommissionsTransactionsDeletedView.CommissionsTransactionsKey
  • CommissionsTransactionsDeletedView.Satisfied
  • CommissionsTransactionsDeletedView.PostingDate
  • CommissionsTransactionsDeletedView.SatisfiedDate
  • CommissionsTransactionsDeletedView.BillSumKey
  • CommissionsTransactionsDeletedView.BillHistoryVersion
  • CommissionsTransactionsDeletedView.Processed
  • CommissionsTransactionsFullView.TransactionsKey
  • CommissionsTransactionsFullView.CommissionsTransactionsKey
  • CommissionsTransactionsFullView.Satisfied
  • CommissionsTransactionsFullView.PostingDate
  • CommissionsTransactionsFullView.SatisfiedDate
  • CommissionsTransactionsFullView.BillSumKey
  • CommissionsTransactionsFullView.BillHistoryVersion
  • CommissionsTransactionsFullView.Processed
  • CommissionsTransactionsNormalView.TransactionsKey
  • CommissionsTransactionsNormalView.CommissionsTransactionsKey
  • CommissionsTransactionsNormalView.Satisfied
  • CommissionsTransactionsNormalView.PostingDate
  • CommissionsTransactionsNormalView.SatisfiedDate
  • CommissionsTransactionsNormalView.BillSumKey
  • CommissionsTransactionsNormalView.BillHistoryVersion
  • CommissionsTransactionsNormalView.Processed
  • Details.ActiveDateUponApproval
  • Details.PendingApproval
  • DetailsLkDetailsView.ActiveDateUponApproval
  • DetailsLkDetailsView.PendingApproval
  • DetailsLkDetailsView.PlanType
  • lkBaseInfo.InvoiceVersion
  • lkBaseInfo.AddToCommissionsTransactionsOnSatisfy
  • lkDetails.RequiresApproval
  • lkDetails.UsedForCdrCredits
  • ProductUsageStatisticsView.ProductUsageStatisticsKey
  • ProductUsageStatisticsView.ProductsKey
  • ProductUsageStatisticsView.ProductID
  • ProductUsageStatisticsView.CarrierAccountNumber
  • ProductUsageStatisticsView.Carrier_Type
  • ProductUsageStatisticsView.Product_Type
  • ProductUsageStatisticsView.Access_Type
  • ProductUsageStatisticsView.Message_Type
  • ProductUsageStatisticsView.RecordCount
  • ProductUsageStatisticsView.CarrierDuration
  • ProductUsageStatisticsView.CarrierCost
  • ProductUsageStatisticsView.Min_Call_DateTime
  • ProductUsageStatisticsView.Max_Call_DateTime
  • ProductUsageStatisticsView.Carrier_Type_Description
  • ProductUsageStatisticsView.Product_Type_Description
  • ProductUsageStatisticsView.Message_Type_Description
  • ProductUsageStatisticsView.Access_Type_Description
  • ProductUsageStatisticsView.CustomersKey
  • T4CompanyMaster.LkDetailApprovalModuleKey
  • T4CompanyMaster.RequireApprovalOnNewCDRCreditLkDetails
  • TasksAux_Development.TasksAux_DevelopmentKey
  • TasksAux_Development.TasksKey
  • TasksAux_Development.ReleaseNumberDropDownGroupItemsKey
  • TasksAux_Development.EstimatedMinutes
  • TaskTypes.EnableAux_Development
  • TaskTypesView.EnableAux_Development
  • TimeLog.TimeLogKey
  • TimeLog.t4UsersKey
  • TimeLog.TasksKey
  • TimeLog.LogDate
  • TimeLog.CategoryDropDownGroupItemsKey
  • TimeLog.Minutes
  • TimeLogView.TimeLogKey
  • TimeLogView.t4UsersKey
  • TimeLogView.FullName
  • TimeLogView.TasksKey
  • TimeLogView.LogDate
  • TimeLogView.CategoryDropDownGroupItemsKey
  • TimeLogView.ItemName
  • TimeLogView.Minutes