2018-08 Kirby Release

 

General - Enhancements & Bug Fixes

173134 - Add Company to CSI / CSI Tax Reports

CSI tax reports for bill runs that used the CSI taxing engine now include an additional field: Company Name. These reports are located on the Tax Reports tab on the Billing Control Panel.

180745 - Bug: Late Notice Invoice Attachment for Corp Accounts

The late notice email process had a bug that affected late notices for corporate customers. Corporate customers generate two invoices at bill time, a corporate invoice and a standard invoice. The process was attaching the standard invoice instead of the corporate invoice, which is the one that is sent to the customer during billing.

Integrated Products - Enhancements & Bug Fixes

Product Template Enhancements

Template Flag:

Any product which has a Product ID and is not tied to a customer can be designated as a “Template”. This is done with a new check box which shows on the product info screen labeled Is This Product a Template?. This designation prevents a product from being moved from the inventory to a customer, so it can be used if there are products which exist solely for replication purposes.

For more information on this field and related fields, see Basic Product Data Field Definitions.

Inventory Changes:

Previously two menu options were available under the Product Inventory submenu of the Product menu:

  • All Products
  • Products without a Customer

Now three options exist:

  • Customer Products - all products which are assigned to customers
  • Products without a Customer - all Non-Template products which are not assigned to customers
  • Templates Products - all products which are marked as templates

For more information, see Integrated Product - Product Inventory.

Add Button:

The button which was previously on product grids for adding products has been replaced with a context-sensitive drop-down menu, which is located in the position previously occupied by the button.

Note: The Replicate Products and Move Products buttons have also been removed, as the new menu serves the same purpose.

The new menu contains the following options (the submenus contains product forms which are available for performing the menu’s action):

  • Create Product (which performs the same action previously performed by the button). For more information, see Integrated Products - Add New Product.
  • Create Product from Template (includes a submenu). Clicking one of the product forms under Create Product from Template will perform the same action which used to be performed by the Replicate Products button, only the grid will be filtered to only show products which have been marked as templates and which correspond with the selected product form. For more information, see Integrated Product: Replicate Product & Bulk Add.
  • Move Product from Inventory (includes a submenu). Clicking one of the product forms under Move Product from Inventory will perform the same action which used to be performed by the Move Products button, only the grid will be filtered to only show products which have not been marked as templates and which correspond with the selected product form.

30796 - Processing/Commissions: Automatically apply commission plans in TBS

Commission plans can now be selected on a charge / plan inventory record.

These are the areas of the system where a commission plan can now be selected. This list is ordered from highest to lowest priority:

  • Charge/Plan record on a Product
  • Charge/Plan inventory record
  • Product
  • Customer
  • Agent

Release Database Changes

Database Changes

These are the differences that will be made to your existing database when upgrading to version 49.00.

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

The following fields will be dropped:

  • CustomerInformation.StateIDNumber
  • CustomerInformation.AgentID
  • CustomerInformation.ParentAgentID
  • Packages.CommissionsPlansKey
  • PackagesView.CommissionsPlansKey
  • PackagesView.CommissionsPlansName
  • CreditApplication.DriversLicenseNumber
  • CreditApplication.CreditScore
  • Customers.StateIDNumber
  • CustomFields.CreditScore

The following fields will be altered:

  • -- Packages.CompanyKey IsNullable (True -> False)
  • -- rtStandard.Description IsNullable (True -> False)
  • -- rtStandardDetailsView.Description IsNullable (True -> False)
  • -- rtStandardView.Description IsNullable (True -> False)

The following tables and views will be added:

  • None

The following fields will be added:

  • CustomerInformation.AgentIDList
  • Packages.DefaultDetailCommissionsPlansKey
  • PackagesView.DefaultDetailCommissionsPlansKey
  • PackagesView.DefaultDetailCommissionsPlansName
  • PackagesView.CompanyKey
  • lkBaseInfo.TaxReportCompanyNameOverride
  • lkDetails.CommissionsPlansKey
  • LkDetailsView.CommissionsPlansKey
  • PackagesView.OneTimeNonRecurring
  • PackagesView.OneTimeRecurring
  • PackagesView.InterstateRate
  • PackagesView.IntrastateRateCode
  • PackagesView.InternationalRateCode
  • PackagesView.rtLDKey
  • ProductCombinedView.IsTemplate
  • Products.IsTemplate
  • ProductsView.IsTemplate

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