2018-04 Galaga Release

 

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General - Enhancements & Bug Fixes

169777 - Ensure Corporate Account Pays settings on Corp/Sub structured accounts

Previously, a sub account might be setup for Sub Account pays and accumulate a balance or finance charge. However, if the setting on the corp was flipped to "Corp Account Pays", and a sub account still had a balance/finance charge, this would break the billing process.

TBS has been updated to prevent this going forward. A warning message will appear if this setting is changed and a sub account still has an open balance or finance charge. Additionally, a billing data verification check has been added to check for this condition.

161248 - Minimum Billing Behavior Towards Corp

Previously, for Corporate accounts where the Sub accounts pay each invoice, TBS only supported one set of Minimum Billing Rules and those rules only applied at the Corporate level and didn't consider any sub account amounts. This meant that even if the sum of all the subs totaled more than the minimum billing amount, the billing engine wouldn't count that and only that on the actual corp account.

There are three new fields on the Customer Information screen that apply only to top level corporate accounts. Entire Corp Fixed No Usage, Entire Corp Fixed Minimum and Entire Corp Fixed Charge. When set, the minimum billing rules will include all revenue generated on any sub accounts under this corporate before applying any minimum billing amounts.

These accounts will now have the option to manage minimum billing behavior for just the top level account (previous functionality) or across the entire corporate structure.

166745 - Move Cycles Admin Screen to New Company Settings Admin Menu

There is a new Billing Cycle admin screen that can be found under the "Company Settings" option in the admin menu. This new screen allows billing cycles to be added and configured. While Billing Cycles drive the underlying payment processor, configuration of this data still needs completed by Precision.

167299 - Bug: Invoice Viewer Tax Rate column showing as money instead of percentage

Fixed a bug where tax/fee rate column on the invoice viewer was showing as a dollar amount instead of a percentage.

Traditional Products - Enhancements & Bug Fixes

148997 - New SD-WAN Internet Options have been added to the Internet Type dropdown menu.

New options have been added to the Internet tab. These include the following:

  • Internet Circuit - Taxed as Internet Access Line (05,58)
  • Equipment - Taxed as Sales Product (10, 15)
  • Internet Access- Internet Access Charge (05,06)
  • Web Hosting - Taxed as Web Hosting (05,29))

149606 - Wireless Pooling Options Expanded

  • 0 Default
  • 1 Shared
  • 2 Pooled by Location
  • 3 Pooled by Plan at Customer Level
  • 4 Pooled by Plan at Corporate Level

 

Integrated Products - Enhancements & Bug Fixes

171580 - Products Tab now has billing Totals

The main Products tab has been updated to now show Billing Totals across the entire account. Total amounts for Recurring Charges, Non-recurring charges, Automatically Applied Charges (Misc Charges) will be shown. This calculation will also take into consideration any proration.

160502 - Commissions Issues/Bugs

Commissions is getting a few updates in this iteration: some of the statuses have changed as well as new onesadded, including an On Hold status.

Additionally, Commissions will now have the ability to run daily; and there is a button on the Commissions Detail screen to force a daily commissions run.

--Status Changes--

Previous Status New Status Notes
Idle On Hold Schedule records that are OnHold will not start a live commissions run
Not Started Waiting Waiting to start a live run. Definitions that are Waiting WILL start a live commissions run.
Ready to Start Initializing Commissions  
Ready to Restart Ready to Run  

 

--Daily Commissions--

We are going to begin running commissions on a daily basis, similar to billing. A Daily commissions run will go through all of the pre-approval steps of commissions, but when it reaches the point that it would usually be Awaiting Approval, it will go back to its original status of OnHold or Waiting.

The purpose of running daily is to limit problems on the day of the live commissions run. By generating commissions reports and warnings incrementally, problems can be detected and fixed as they become apparent between live commissions runs, and not all at once each time live commissions runs.

Users will be able to control when daily is run by setting the Next Daily date and time in TBS on the Commission Schedule record. The date and time is when the daily run will occur next. When daily runs it will automatically set the date to the next day, but the time won't be changed so that daily can run at the same time everyday. Forcing a commissions daily run by clicking the button will not change the next date and time. Daily commissions will not run automatically, and cannot be forced if the live commissions run is scheduled to run within the next hour.

--Changes in TBS (Schedule Detail Screen)--

An editable field "Next Daily Date Time" has been added which will allow users to set the date and time they would like daily commissions to run.

A button has also been added that will allow users to run daily commissions immediately, regardless of the next scheduled daily date and time.

Note: A forced daily cannot be canceled.

Quote Requests & Task Tickets - Enhancements & Bug Fixes

166548 - Add Technical Contact Auto-fill Button to Tasks

The Selected Location drop down on Tasks will now contain all the locations tied to the task plus the Bill To location of the customer tied to the task, if there is one. It will not include all locations tied to the customer that are tied to the task. The purpose is to allow users to easily complete the contact information on a task using any contact information that already exists on a related location. Additionally, two buttons have been added that will fill in the Task’s contact information using the Technical or Alternate contact information from the selected location.

Each button will be available individually depending on whether or not the corresponding primary, alternate, or technical contact information exists on the selected location. If no information exists for one of the contacts on the selected location, the corresponding button will be disabled.

 

Release Database Changes

Database Changes

These are the differences that will be made to your existing database when upgrading to version 45.00.

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

 

The following fields will be dropped:

  • lkTransClassifications.GL_Group
  • WindowsUpdates.MachineName
  • WindowsUpdates.Severity
  • WindowsUpdates.UpdateCount
  • WindowsUpdates.CheckedOn

 

The following fields will be altered:

  • TaxOverRides.TaxLevel IsNullable (True -> False)
  • TaxOverRidesView.TaxLevel IsNullable (True -> False)

The following tables will be added:

  • lkTransClassificationsView
  • tmpCustomersFromQB
  • TmpInvoicesFromQB
  • TmpLkDetailsFromQB

 

The following fields will be added:

  • BillOptions.CorpFixedNoUsage
  • BillOptions.CorpFixedMinimum
  • BillOptions.CorpFixedCharge
  • CommissionsDefinition.NextDailyDateTime
  • CommissionsDefinition.ForceDaily
  • Customers.QuickbooksRefID
  • lkBaseInfo.FavIconOverrideUrl
  • lkDetails.QuickbooksRefID
  • lkTransClassifications.GL_GroupDDGIKey
  • lkTransClassificationsView.lkTransClassificationsKey
  • lkTransClassificationsView.Name
  • lkTransClassificationsView.Value
  • lkTransClassificationsView.Taxable
  • lkTransClassificationsView.Description
  • lkTransClassificationsView.ListName
  • lkTransClassificationsView.Lookup
  • lkTransClassificationsView.AllowPayments
  • lkTransClassificationsView.GL_GroupDDGIKey
  • lkTransClassificationsView.GL_Group
  • T4CompanyMaster.QuickbooksConnectorUsername
  • T4CompanyMaster.QuickbooksConnectorPassword
  • T4CompanyMaster.QuickbooksConnectorURL
  • tmpCustomersFromQB.tmpCustomersFromQBKey
  • tmpCustomersFromQB.AccountNumber
  • tmpCustomersFromQB.Name
  • tmpCustomersFromQB.ContactName
  • tmpCustomersFromQB.AddressLine1
  • tmpCustomersFromQB.AddressLine2
  • tmpCustomersFromQB.Attention
  • tmpCustomersFromQB.City
  • tmpCustomersFromQB.State
  • tmpCustomersFromQB.ZipCode
  • tmpCustomersFromQB.Country
  • tmpCustomersFromQB.MainPhone
  • tmpCustomersFromQB.ContactPhone
  • tmpCustomersFromQB.ContactEmail
  • tmpCustomersFromQB.RefID
  • tmpCustomersFromQB.TaxNPANXX
  • tmpCustomersFromQB.MappedCountryCode
  • TmpInvoicesFromQB.TmpInvoicesFromQBKey
  • TmpInvoicesFromQB.CustomersKey
  • TmpInvoicesFromQB.InvoiceDate
  • TmpInvoicesFromQB.InvoiceNumber
  • TmpInvoicesFromQB.RefID
  • TmpInvoicesFromQB.TotalAmount
  • TmpInvoicesFromQB.Taxes
  • TmpInvoicesFromQB.Charges
  • TmpLkDetailsFromQB.TmpLkDetailsFromQBKey
  • TmpLkDetailsFromQB.RefID
  • TmpLkDetailsFromQB.ID
  • TmpLkDetailsFromQB.Description
  • TmpLkDetailsFromQB.IntervalCharge
  • TmpLkDetailsFromQB.IsAvailable
  • TmpLkDetailsFromQB.CSI_ProductCode
  • TmpLkDetailsFromQB.CSI_ServiceCode
  • TmpLkDetailsFromQB.Recurring
  • TmpLkDetailsFromQB.ProductFormGroupsKey
  • TmpLkDetailsFromQB.Avalara_TransType
  • TmpLkDetailsFromQB.Avalara_ServType
  • TmpLkDetailsFromQB.TransClassification
  • TmpLkDetailsFromQB.GL_Group
  • TmpLkDetailsFromQB.lkInvoiceCategoriesKey

 

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:

  • ExternalInvoices.ExternalInvoicesKey
  • ExternalInvoices.CustomersKey
  • ExternalInvoices.InvoiceDate
  • ExternalInvoices.InvoiceRepoKey
  • ExternalInvoices.InvoiceNumber
  • ExternalInvoices.RefID
  • ExternalInvoices.TotalAmount
  • ExternalInvoices.Taxes
  • ExternalInvoices.Charges
  • ExternalInvoices.EnteredBy
  • ExternalInvoices.EnteredDate