2018-06 Ice Climber Release

 

 

General - Enhancements & Bug Fixes

 

168609 - Attach PDF Invoices to Late Notices

Late notice emails now have the ability to send a pdf version of the most recent invoice as an attachment in the email. They can also be configured to contain just a link to the most recent invoice. The invoice will be attached to the email based on the "Attach Invoice to Billing Email" setting that is available on the customers screen. (This field is only visible if the appSetting "EnableAttachInvoiceToBillingEmailOption" is set to 1)

165027 - Move Release Email Settings to TBS

The TBS release notification email addresses can now be configured within TBS via Setup > System > System Info.

 

Integrated Products - Enhancements & Bug Fixes

We have added a lot of new functionality to the charges and plans screen in order to make the creation process more straight forward and easier to understand. We have added functionality to this screen to allow for the creation of many of the underlying pieces at the same time as creating the overall charge or plan. These pieces include service category, rate plans, free plans, and trans GL codes.

Rate/Free Plan Creation

The “Create New Plan” button will appear under the Plan drop-down on the Plan section of the screen when the following conditions are met:

  • - The current record is in edit mode
  • - The current record has been designated either A Rate Plan or A Free Plan by the checkboxes at the top of the screen
  • - A plan type has been selected in the Plan Type dropdown box in the Plan section.

 

The plan type which is selected in the dropdown list specifies which type of plan the “Create New Plan” button will allow you to create. When the record is created in the pop-up window, the created record will be automatically selected in the Plan drop-down on the Charge and Plans creation screen.

Changes were made to the Free Plans screen as well to simplify the creation of free plans. Free Bundles were renamed Message Type Groups, what used to be Free Plans were renamed Allowances, and what used to be Free Product Plans are now Free Plans.

Message Type Groups and Allowances can both be created in pop-up windows on the Free Plans screen. The Free plans screen now gives better explanation of the role of each component of the free plan. Furthermore, the Allowances and Message Type Groups creation screens (when accessed as a screen through the setup window instead of as a pop-up window on the Free Plans screen) now have Instances tabs which will indicate each of the Free Plans where an Allowance or Message Type Group is used.

Standard Rate Plans

When creating a Standard rate plan, the product set specified on the Standard rate plan must specify the product set specified on the Charge or Plan, if a product set was specified on the charge or plan

Service Category Creation

The “Create New Service Category” button will appear under the Service Category drop-down on the Invoicing section of the screen when the following conditions are met:

  • - The current record is in edit mode
  • - The current record has been designated A Charge by the checkboxes at the top of the screen

 

When the service category is created in the pop-up window, the created record will be automatically selected in the Service Category drop-down on the Charge and Plans creation screen.

Trans/GL Code Creation

The “Create New Trans Classification” button will appear under the Trans Class/GL Code drop-down on the Charges section of the screen when the following conditions are met:

  • - The current record is in edit mode
  • - The current record has been designated A Charge by the checkboxes at the top of the screen

 

When the trans classification is created in the pop-up window, the created record will be automatically selected in the Service Category drop-down on the Charge and Plans creation screen if the created record has “Details (GL Code)” set as its List Name.

173398 - Tabify LkDetail Inventory screen

The "Charges and Plans Inventory" screen now contains the following sub-tabs:

  • - All Charges and Plans
  • - General Charges
  • - Rate Plans
  • - Free Plans
  • - Carrier Information
  • - Network Resources
  • - CDR Credits

 

173019 - Add Ability to Create New Trans/GL Codes When Adding LkDetail

This new feature allows the creation of new Trans Classifications directly from the "Create Charges and Plans" screen. To access that screen, go to Setup -> Products -> Charges -> Charges & Plans Inventory and then click "Add Record".

The Option to create a new Trans Classification is visible when creating a Charge (this is indicated by the "A Charge" checkbox being checked at the top of the creation screen). It is located in the Charges section and is labelled "Create New Trans Classifications". Clicking this link will open the Trans Classification Creation screen in a pop-up window.

A user must have add permission on the Maintenance permissions module to create Trans Classifications from the Add Charges and Plans screen.

173020 - Add Ability to Create New Service Category When Adding LkDetail

167564 - Combine ProductsAux_Voicemail and ProductsAux_Voice

Voicemail products have been updated so that they can bill usage.

Voicemail products can be assigned usage which can be billed. Voicemail products will also require a line type and a service type, so a voicemail line type and service type have been added.

 

Commissions

 

174595 - Inform Front-End Users of Commissions Errors

Commissions error handling has been improved. When commissions throws an error, the running commissions definition will be put into a status of "Intervention Required."

Until now, when an error occurred during commissions, it would stop processing, but there was no indication that it had stopped in TBS. Now, when an error occurs, the status will be changed to "Intervention Required" and a global commissions notification will appear that reads "Commissions Status: Intervention Required. Commissions has stopped running."

A reset button will appear on the broken commissions definition that will reset the status to OnHold, which will clear the global notification and allow changes to be made or commissions to be rerun.

The global commissions notification will only appear to users who have access to the commissions module. Additional details about the error will be displayed to super users. Full details will appear in the log.

 

Release Database Changes

Database Changes

These are the differences that will be made to your existing database when upgrading to version 47.00.

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

 

The following fields will be dropped:

  • ProductCombinedView.ProductsAux_VoiceMailKey
  • ProductsAux_VoiceMail.ProductsAux_VoiceMailKey
  • ProductsAux_VoiceMail.ProductsKey
  • ProductsAux_VoiceMail.AccessNumber
  • ProductsAux_VoiceMail.Email
  • ProductsAux_VoiceMail.Passcode

 

The following fields will be altered:

  • BillingRPT_TaxReportCredits.CSI_TaxAuth CharacterMaximumLength (50 -> 254)
  • BillingRPT_TaxReportCredits.CSI_ReportTo CharacterMaximumLength (75 -> 254)
  • BillingRPT_TaxReportDebits.CSI_TaxAuth CharacterMaximumLength (50 -> 254)
  • BillingRPT_TaxReportDebits.CSI_ReportTo CharacterMaximumLength (75 -> 254)
  • BillingRPT_TmpTaxReportCredits.CSI_TaxAuth CharacterMaximumLength (50 -> 254)
  • BillingRPT_TmpTaxReportCredits.CSI_ReportTo CharacterMaximumLength (75 -> 254)
  • BillingRPT_TmpTaxReportDebits.CSI_TaxAuth CharacterMaximumLength (50 -> 254)
  • BillingRPT_TmpTaxReportDebits.CSI_ReportTo CharacterMaximumLength (75 -> 254)

The following tables and views will be added:

  • QuickbooksInvoiceExportView
  • QuickbooksInvoiceExportView_Unprocessed
  • QuickbooksInvoiceMap
  • QuickbooksPaymentExportView

 

The following fields will be added:

  • T4CompanyMaster.OnlyUseTransactionsAfterThisDateForCommissions
  • CommissionsDefinition.ErrorMessage
  • CustomerInformation.QuickbooksRefID
  • DetailsLkDetailsView.UsedForCdrCredits
  • LkDetailsView.UsedForCdrCredits
  • LkDetailsView.QuickbooksRefID
  • ProductsAux_Voice.AccessNumber
  • ProductsAux_Voice.Email
  • ProductsAux_Voice.Passcode
  • QuickbooksInvoiceExportView.AccountNumber
  • QuickbooksInvoiceExportView.InvoiceDate
  • QuickbooksInvoiceExportView.InvoiceNumber
  • QuickbooksInvoiceExportView.Name
  • QuickbooksInvoiceExportView.Attention
  • QuickbooksInvoiceExportView.Billing Address
  • QuickbooksInvoiceExportView.Billing AddressLine2
  • QuickbooksInvoiceExportView.City
  • QuickbooksInvoiceExportView.State
  • QuickbooksInvoiceExportView.Zipcode
  • QuickbooksInvoiceExportView.Country
  • QuickbooksInvoiceExportView.DetailID
  • QuickbooksInvoiceExportView.Description
  • QuickbooksInvoiceExportView.Quantity
  • QuickbooksInvoiceExportView.Price Each
  • QuickbooksInvoiceExportView.ROLLUP_TopLevel_HistoryKey
  • QuickbooksInvoiceExportView.duedatestandard
  • QuickbooksInvoiceExportView_Unprocessed.AccountNumber
  • QuickbooksInvoiceExportView_Unprocessed.InvoiceDate
  • QuickbooksInvoiceExportView_Unprocessed.InvoiceNumber
  • QuickbooksInvoiceExportView_Unprocessed.Name
  • QuickbooksInvoiceExportView_Unprocessed.Attention
  • QuickbooksInvoiceExportView_Unprocessed.Billing Address
  • QuickbooksInvoiceExportView_Unprocessed.Billing AddressLine2
  • QuickbooksInvoiceExportView_Unprocessed.City
  • QuickbooksInvoiceExportView_Unprocessed.State
  • QuickbooksInvoiceExportView_Unprocessed.Zipcode
  • QuickbooksInvoiceExportView_Unprocessed.Country
  • QuickbooksInvoiceExportView_Unprocessed.DetailID
  • QuickbooksInvoiceExportView_Unprocessed.Description
  • QuickbooksInvoiceExportView_Unprocessed.Quantity
  • QuickbooksInvoiceExportView_Unprocessed.Price Each
  • QuickbooksInvoiceExportView_Unprocessed.ROLLUP_TopLevel_HistoryKey
  • QuickbooksInvoiceExportView_Unprocessed.duedatestandard
  • QuickbooksInvoiceMap.RollupTopLevelHistoryKey
  • QuickbooksInvoiceMap.QuickbooksInvoiceRefID
  • QuickbooksPaymentExportView.TransactionsKey
  • QuickbooksPaymentExportView.AccountNumber
  • QuickbooksPaymentExportView.Name
  • QuickbooksPaymentExportView.Cycle
  • QuickbooksPaymentExportView.MasterSalesID
  • QuickbooksPaymentExportView.State
  • QuickbooksPaymentExportView.AuthorizationNumber
  • QuickbooksPaymentExportView.TransGroup
  • QuickbooksPaymentExportView.TransactionClassification
  • QuickbooksPaymentExportView.TransDate
  • QuickbooksPaymentExportView.CheckNumber
  • QuickbooksPaymentExportView.Description
  • QuickbooksPaymentExportView.TransType
  • QuickbooksPaymentExportView.TransID
  • QuickbooksPaymentExportView.Amount
  • QuickbooksPaymentExportView.ExportedToQuickbooks
  • QuickbooksPaymentExportView.AppliedToUsage
  • QuickbooksPaymentExportView.AppliedToFinanceCharges
  • QuickbooksPaymentExportView.AppliedToTaxes
  • QuickbooksPaymentExportView.PostingDate
  • QuickbooksPaymentExportView.BatchID
  • QuickbooksPaymentExportView.EnteredBy
  • QuickbooksPaymentExportView.QBAmount
  • tmpCustomersFromQB.TBSRelation
  • tmpCustomersFromQB.CustomersKey
  • tmpCustomersFromQB.BillingEmail
  • tmpCustomersFromQB.ActiveDate
  • TmpLkDetailsFromQB.TBSRelation
  • TmpLkDetailsFromQB.LkDetailsKey
  • TmpLkDetailsFromQBView.TBSRelation
  • Transactions.ExportedToQuickbooks

 

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:

  • None