2018-01 Dig Dug Release

Overview

 

 

Important! Please note this release is being pushed out to some clients in conjunction with the Centipede release. The Centipede release welcomes the new Customer Entry screens as well as some important taxing changes. Please be sure to review BOTH sets of release notes thoroughly.

General - Enhancements & Bug Fixes

147154 - Tax Updates: Transaction Posting Update for Credits/Debits

There are a few changes to this screen based on the tax provider that you use.

If you are using Avalara you will no longer see the "Include Non-Billable" check box near the bottom of the screen when posting transactions with taxes.

If you are using CSI then instead of the "Transaction Type" and "Service Type" drop down lists you will see similar drop downs called "Product Code" and "Service Code"

Lastly, if you are using integrated products then you will no longer see the NPANXX text box option when entering location information for taxing.

155600 - Avalara Location Checks for International Locations

International locations without a PCode will no longer trigger data warnings, with the exception of Canada and Puerto Rico.

Only locations in the US, Canada, or Puerto Rico that do not have a PCode will trigger data warnings.

160012 - User Access Trail No Longer works

The User Access Trail is viewable by navigating to a customer screen, then selecting the Metrics tab, then the User Access Trail subtab. Previously the User Access Trail did not record access to Tasks or to the new Customers Screen, but now that functionality has been enabled. When access to a Task on the customer is recorded, the Record Key will specify the TasksKey of the task which was accessed.

147159 - Create new Tax Report based on Tax Provider

TBS used to have one set of tax reports, but now has four because of the support for additional tax engines:

  1. Avalara tax reports for billing using Avalara's tax engine
  2. Third-party tax reports for billing using Avalara's tax engine
  3. CSI tax reports for billing using CSI's tax engine
  4. Third-party tax reports for billing using CSI's tax engine

There is a new "Tax Compliance" setting on the System Information page.

A new drop down list appears on the Billing Control Panel's Tax Reports screen to allow selection of the desired format. This drop down list will be pre-selected based upon the "Tax Provider" and "Tax Compliance" settings on the System Information screen.

The Tax Reports screen has also had the "accordion" layout control removed.

147151 - Update Tax Elements to support Multiple Tax Engines

In order for the Tax Elements to support multiple tax engines, changes were made to the calls used by the front end as well as the REST API calls. Additionally, the data required as well as the data returned has changed as well. Please take note of these changes below. This releas note encompasses impacts to both Traditional and Integrated Product Clients.

Integrated Products

Details-Based

  • Request is unchanged, returned object is changed.
  • The return object is detailed in the “Return Object” section below.

 

LkDetails-Based for Existing Customer

  • Request object is changed and returned object is changed.
    • The request object no longer supports a PCode, and instead LocationData must be provided. Location data includes AddressLine1, AddressLine2, City, CountryCode, County, State, and ZipCode. State is required in Location data if Avalara is the tax provider. The CSI_E911Count field has also been added. This field is only utilized when CSI is the tax provider, and is then used instead of E911ExtensionCount, E911LineCount, E911OutboundChannelCount, and E911TrunkCount.
  • The return object is detailed in the “Return Object” section below.

 

LkDetails-Based for PotentialCustomer

  • Request object is changed and returned object is changed.
    • The request object no longer supports a PCode, and instead LocationData must be provided. Like with the tax elements for existing customers, the CSI_E911Count field has been added. The LkBaseInfoKey field has also been added to the CustomerData object, and when it is set, affects overrides at a Base level.
  • The return object is detailed in the “Return Object” section below.

Traditional Products

USOCs-Based

  • The request now takes location data that includes AddressLine1, AddressLine2, City, CountryCode, County, State, and ZipCode.

 

LkUSOCs-Based for Existing Customer

  • The request no longer supports a PCode, and instead LocationData must be provided.

 

LkUSOCs-Based for Potential Customer

  • The request now takes an optional LkBaseInfoKey in the CustomerData. When it is set, it affects tax overrides at the base level. PCode is no longer supported, and instead LocationData must be provided.

 

Return Object

The return object for each of these requests has changed. For those using Avalara as their tax provider, several fields have been renamed:

  • PCode → AI_PCode,
  • ExemptSaleAmount → ExemptAmount
  • Rate → TaxRate
  • TaxAmount → BeforeRoundTaxAmount
  • TaxType → AI_TaxType

 

For those using CSI as their tax provider: Pcode is not used, and CSI_TaxType is used instead of TaxType. Additionally, 14 CSI-specific fields have been added:

  1. CSI_Country
  2. CSI_Fee
  3. CSI_Geocode
  4. CSI_InitialCharge
  5. CSI_Location
  6. CSI_NonTaxAmount
  7. CSI_PassFlag
  8. CSI_PercentTaxable
  9. CSI_ReportTo
  10. CSI_ReportToID
  11. CSI_TaxAuth
  12. CSI_TaxAuthID
  13. CSI_TaxCat
  14. CSI_State

 

The fields Billable, Description, TaxLevel, and TaxableMeasure did not change

Tax Elements Frontend Changes

For all clients using the CSI tax engine:

  • The “Use NPANXX” option has been removed from the Location section.
  • Several changes have been made to the process of entering potential customer information.
  • The “In city limits” option has been removed.
  • The “Exempt from USF” checkbox has been relabelled “Tax as Reseller”.
  • Base can now be selected which impacts base-level tax overrides.
  • The “Include Invoice-Based Taxes” checkbox has also been removed.
  • A single E911 Count textbox replaces the Line Count, Trunk Count, Extension Count, and Outbound Channel Count textboxes. (Integrated Products Only)

 

For all clients using the Avalara tax engine:

  • The “Use NPANXX” option has been removed from the Location section.
  • State is required when entering a custom location in the US.
  • A couple changes have been made to the process of entering potential customer information.
  • The “Exempt from USF” checkbox has been relabelled “Tax as Reseller”.
  • Base can now be selected which impacts base-level tax overrides.
  • The “Include Invoice-Based Taxes” checkbox has also been removed.

156600 - Error on Metric page

A bug has been fixed on Products -> Metrics -> Care Provisioning Log that was causing a full page error.

When viewing the care provisioning log on the metrics page on a product, an error would occur when the product had both inbound and outbound log records. This was due to logic around the acknowledged checkbox. This has been fixed, and the acknowledged checkbox in this grid will only appear for inbound log records that have errors.

158611 - Can't add TBS Users to Distribution List

Previously, a distribution list would throw an error sometimes when attempting to add a TBS user. This bug has been fixed.

156253 - Bug: Auto Payment Set Error

Fixed a bug where sometimes the recurring payments screen would not allow you to add a credit card to be used as a recurring payment.

 

Release Database Changes

Database Changes

These are the differences that will be made to your existing database when upgrading to version 42.00.

TBS Database (please see BillHistoryV2 changes in the next section)

 

The following fields will be dropped:

  • None

 

The following fields will be altered:

  • None

 

The following tables will be added:

  • LkDistributionListsUsersView

 

The following fields will be added:

  • BillingRPT_TaxReportCredits.CSI_ProductCode_Description
  • BillingRPT_TaxReportDebits.CSI_ProductCode_Description
  • BillingRPT_TmpTaxReportCredits.CSI_ProductCode_Description
  • BillingRPT_TmpTaxReportDebits.CSI_ProductCode_Description
  • LkDistributionListsUsersView.LkDistributionListsUsersKey
  • LkDistributionListsUsersView.LkDistributionListsKey
  • LkDistributionListsUsersView.KeyType
  • LkDistributionListsUsersView.KeyValue
  • LkDistributionListsUsersView.EmailType
  • LkDistributionListsUsersView.OverrideEmailAddress
  • LkDistributionListsUsersView.EnteredBy
  • LkDistributionListsUsersView.EnteredDate
  • LkDistributionListsUsersView.Email
  • LkDistributionListsUsersView.DisplayName
  • T4CompanyMaster.TaxCompliance
  • TaxExempt_OnlyTaxStates.CountryCode

 

BillHistoryV2 Database Changes

The following fields are dropped:

  • None

 

The following fields are altered:

  • None

 

The following tables and views are added:

  • None

 

The following fields are added:

  • RPT_TaxReport.CSI_ProductCode_Description