2019-07 Tetris

General

In addition to tasks, customers, and products, the Quick Search feature (in the upper right corner of the TBS interface) now supports searching for an order.

IMPORTANT: Searching for an order requires the exact order id to be entered in the option. A partial order id will not include the desired order in the search results.

Details coming soon

Integrated Products

You can now display Interstate and IntratstateInterlata columns on the products grid.

LOCATION: Products / Product Inventory / product type / Long Distance tab

The following behavior should be noted:

  • Any products with active long distance (LD) rates will have values visible in the Interstate and IntrastateInterlata columns. If a product has multiple active LD rates, then multiple values will show in those cells, each LD having values on their own line of text.
  • If an LD rate has a standard rate method and known Interstate and IntrastateInterlata values, these values will be shown numerically with 4 decimal places.
  • If an LD rate has an unknown IntrastateInterlata value, it will be shown as Unknown.
  • If an LD rate has a non-standard rate method, both Interstate and IntrastateInterlata values will be listed as Non-Standard.

A Charges & Plans tab has been added to the traditional Order Processing screen. The tab displays all charges and plans that are set on a product which has been assigned to the current order.

LOCATION: Orders / Inventory / individual order details / Charges & Plans tab

Details coming soon

In previous releases, the Trans Class / GL Code setting was only accessible for charges. Now, the setting is accessible on all charge or plan types.

LOCATION: Setup / Products / Charges / Charges & Plans Inventory / specific charge or plan

In addition, the setting has also been moved to the General section.

NOTE: ProductsAdmin permissions are required to retrieve the codes that appear in the option.

The Description field has been improved for packages. The field has been expanded to allow up to 350 characters, the field's contents are now displayed on multiple lines, and the field has been moved to its own row on the corresponding screen.

LOCATION: Setup / Products / Charges / Packages / individual package details

The options available from the Trans Class / GL Code setting are now alphabetized, making it easier to find the option you need.

LOCATION: Setup / Products / Charges / Charges & Plans Inventory / specific charge or plan

Two new date-related columns have been added to the Package Lookup screen:

  • Available Start Date
  • Available End Date

LOCATION: Channel Support / Sales Tools / Package Lookup

For customers using traditional orders, the Products tab on the Order Processing screen has been divided into numerous subtabs, one subtab for each product type. The selected tab will filter the list to only show products of the selected product type.

LOCATION: Orders / Inventory / individual order details / Products tab

The selected tab will also impact the Add Product button near the top of the list. When the button is used, the corresponding screen's Product Type field will automatically match the current subtab (corresponding product type).

In addition, the listed that appears when the Add Existing Products to Order button is clicked will also be filtered based on the current subtab (corresponding product type). For example, if you click the Add Existing Products to Order button while on a Local subtab, only local products appear in the Choose Products list.

Details coming soon

Previously, if a product was added or removed from a trouble ticket, the product count on the Products tab would not update until the page was manually refreshed. Now, the product count is automatically updated when a product is added or removed from the task.

LOCATION: Trouble Tickets / Inventory / individual ticket details

Previously, workflow actions would set charge/plan active or disconnect dates only if it set the product's date as part of the same workflow. Now, charges/plans will have their date set even if the product's date wasn't set as part of the same workflow.

For example, if a product and 3 of its 5 details have an active date, applying a workflow action that sets an active date will set it on the remaining 2 details.

Two new fields, Carrier Order ID and Carrier Account, have been added to the Dedicated section on the product's information screen for dedicated products.

LOCATION: Products / Product Inventory / inventory option / individual product details

The following information can be specified using these fields:

  • Carrier Order ID. A unique order ID provided by the underlying carrier.
  • Carrier Account. Account number associated with the product's underlying carrier.

Tasks

Several improvements have been made when viewing tasks on a product or creating new tasks from a product's task grid. These improvements include the following:

  • In previous releases, all task type group tabs which were customer task type groups were shown on the Product tab. Now, only the task type group tabs which include task types that are associated with one of the current product's product sets are shown on the tab grouping.

    The use of product associations can be activated or deactivated on the Task Types setup screen.

    LOCATION: Setup / Tasks / Task Type Groups / individual task type group / individual task type

     

  • The Add menu on a task's tab will only include menu options for the task types that are associated with the current product's product set.

    LOCATION: Setup / Tasks / Task Type Groups / individual task type group / individual task type

    In the example below, trouble tickets are associated with the Dedicated task type, so that option is automatically shown on the Trouble Tickets tab's Add menu (highlighted).

  • When the Add menu on the task's tab (described in the bullet above) is used from a product screen, the Task Type and Customer fields on the task's edit screen are now automatically populated. However, these fields can still be edited, if necessary.

    LOCATION: Products / Product Inventory / inventory option / individual product details / specific task tab

Commissions

In previous releases, commission reports were available from the Commission Plan Control Panel. Now, these reports are available directly from the Commission Reports option on the Channel Support menu.

REST API

The AddDetailToProduct REST endpoint has now has the following additional, optional fields:

  • CareProvisioning_Action
  • CarrierAccountsKey

These fields correspond to the following settings on the All Charges & Plans subtab.

LOCATION: Setup / Products / Charges / Charges & Plans Inventory / Instances tab / individual instance details

Resolved Issues

  • General

    The totals on the Transaction Posting screen were not displayed properly in the usual location on the grid. The totals now appear as expected.

  • Integrated Products

    Previously, if a product was added or removed from a task from the products grid on that task, the product count would not update until the page was manually refreshed. Now, the count will update automatically when a product is added or removed from the task.

  • Tasks

    • In previous releases, if multiple task types group tabs were available with a product, clicking any of the task type group tabs would always select the first task type group tab. This issue has been resolved.
    • In previous releases, a task could be assigned to a customer and to a product which was not on that customer. Now a task's products must all be on the task's customer.

  • Commissions

    • For new commissions, the agent selector on customers was not taking into account the agent's Active setting, meaning that both active and inactive agents were being shown. Now, that selector only shows agents that are active or already on the customer. Inactive agents are no longer shown.
    • Sometimes the Charge Commissions tab on the Customers screen would not load properly. The tab now loads as expected.

Release Database Changes

These are the differences that will be made to your existing database when upgrading to version 58.00.

NOTE: Also see BillHistoryV2 changes below.

The following fields have been dropped:

  • StripeConnectedAccounts.Onboarded

The following fields have been altered:

  • -- Details.Quantity DataType (int -> decimal), NumericPrecision (10 -> 19), NumericScale (0 -> 2), IsNullable (False -> True)

  • -- DetailsLkDetailsView.PackageDescription CharacterMaximumLength (255 -> 350)

  • -- DetailsLkDetailsView.Quantity DataType (int -> decimal), NumericPrecision (10 -> 19), NumericScale (0 -> 2)
  • -- PackageLkDetails.Quantity DataType (int -> decimal), NumericPrecision (10 -> 19), NumericScale (0 -> 2)

  • -- Packages.Description CharacterMaximumLength (255 -> 350)

  • -- PackagesView.Description CharacterMaximumLength (255 -> 350)

  • -- ProductCombinedView.PreviousRespOrg DataType (varchar -> int), CharacterMaximumLength (5 -> ), NumericPrecision ( -> 10), NumericScale ( -> 0)

  • -- ProductsAux_Voice.PreviousRespOrg DataType (varchar -> int), CharacterMaximumLength (5 -> ), NumericPrecision ( -> 10), NumericScale ( -> 0)

  • -- QuickbooksInvoiceExportView.Quantity DataType (int -> decimal), NumericPrecision (10 -> 19), NumericScale (0 -> 2)
  • -- QuickbooksInvoiceExportView.Price Each NumericPrecision (30 -> 38), NumericScale (15 -> 21)
  • -- QuickbooksInvoiceExportView_Unprocessed.Quantity DataType (int -> decimal), NumericPrecision (10 -> 19), NumericScale (0 -> 2)
  • -- QuickbooksInvoiceExportView_Unprocessed.Price Each NumericPrecision (30 -> 38), NumericScale (15 -> 21)
  • -- ViewFullBillingDetails.IntervalCharge DataType (money -> decimal), NumericPrecision (19 -> 38), NumericScale (4 -> 6)
  • -- ViewFullBillingDetails.ActivationCharge DataType (money -> decimal), NumericPrecision (19 -> 38), NumericScale (4 -> 6)
  • -- ViewQuickBillingDetails.IntervalCharge DataType (money -> decimal), NumericPrecision (19 -> 38), NumericScale (4 -> 6)
  • -- ViewQuickBillingDetails.ActivationCharge DataType (money -> decimal), NumericPrecision (19 -> 38), NumericScale (4 -> 6)

The following tables and views have been added:

  • Currencies Stripe
  • ConnectedAccounts

  • StripeCharges

  • StripeConnectedAccountRules

The following fields have been added:

  • AgentsView.ParentAgentsKey

  • AgentsView.GrandparentAgentsKey

  • AgentsView.GrandparentAgentID

  • Currencies.CurrencyCode
  • Currencies.Description
  • Currencies.NumericCode
  • Currencies.MinorUnits

  • CustomerInformation.StripeId

  • CustomerInformation.StripeAccountId

  • Customers.PhysicalLocationsKey

  • Customers.StripeId

  • DetailsLkDetailsView.CarrierAccountsKey

  • IntegratedCareCodesView.ProductAction_SetActiveDateBehavior

  • IntegratedCareCodesView.ProductAction_SetDisconnectDateBehavior

  • lkBaseInfo.BillingBCCEmail
  • lkBaseInfo.BillingCCEmail

  • lkBaseInfo.StripeConnectedAccountsKey

  • lkCareCodes.ProductAction_SetActiveDateBehavior

  • lkCareCodes.ProductAction_SetDisconnectDateBehavior

  • LkCareCodesView.ProductAction_SetActiveDateBehavior

  • LkCareCodesView.ProductAction_SetDisconnectDateBehavior

  • lkDetails.SearchText

  • LkDetailsView.SearchText

  • LkDetailsView.CommissionsPlansName

  • Packages.SearchText

  • PackagesView.SearchText

  • ProductFormGroups.EnablePackageLookup

  • ProductsAux_Dedicated.CarrierOrderID

  • ProductsAux_Dedicated.CarrierAccount

  • QBToTBSDifferences.RecordType
  • QuickbooksInvoiceExportView.CorpAccountNumber
  • QuickbooksInvoiceExportView.CorpPaymentOption
  • QuickbooksInvoiceExportView.BillingCycleID
  • QuickbooksInvoiceExportView_Unprocessed.CorpAccountNumber
  • QuickbooksInvoiceExportView_Unprocessed.CorpPaymentOption
  • QuickbooksInvoiceExportView_Unprocessed.BillingCycleID

  • StripeCharges.StripeChargesKey

  • StripeCharges.CreatedAt

  • StripeCharges.CustomersKey

  • StripeCharges.StripeCustomer

  • StripeCharges.Amount

  • StripeCharges.StripeAmount

  • StripeCharges.Surcharge

  • StripeCharges.CurrencyCode

  • StripeCharges.Description

  • StripeCharges.StatementDescriptor

  • StripeCharges.TransferGroup

  • StripeCharges.TransferDataDestination

  • StripeCharges.ProcessingFee

  • StripeCharges.TransferDataAmount

  • StripeCharges.StripeTransferDataAmount

  • StripeCharges.StripeChargeId

  • StripeCharges.FailureCode

  • StripeCharges.FailureMessage

  • StripeCharges.FraudDetailsStripeReport

  • StripeCharges.OutcomeNetworkStatus

  • StripeCharges.OutcomeReason

  • StripeCharges.OutcomeRiskLevel

  • StripeCharges.OutcomeRiskScore

  • StripeCharges.OutcomeRuleId

  • StripeCharges.OutcomeSellerMessage

  • StripeCharges.OutcomeType

  • StripeCharges.Paid

  • StripeCharges.Status

  • StripeCharges.OnBehalfOf

  • StripeCharges.AmountWithSurcharge

  • StripeCharges.ChargeFailedReason

  • StripeCharges.SentToStripe

  • StripeCharges.StripeChargeCreated

  • StripeCharges.BlockedByPaymentRule

  • StripeCharges.UnknownConnectedAccount

  • StripeCharges.UnknownCurrency

  • StripeCharges.IncorrectMinorUnits

  • StripeCharges.StripeChargeCreateFailed

  • StripeCharges.TmpTransactionCreated

  • StripeCharges.ReadyToBeSentToStripe

  • StripeConnectedAccountRules.StripeConnectedAccountRulesKey

  • StripeConnectedAccountRules.StripeConnectedAccountsKey

  • StripeConnectedAccountRules.PaymentRulesKey

  • StripeConnectedAccountRules.AppliesToCreditCards

  • StripeConnectedAccountRules.AppliesToBankAccounts

  • StripeConnectedAccounts.ProcessingDetails

  • StripeConnectedAccounts.StripeConnectedAccountsKey
  • StripeConnectedAccounts.Onboarded
  • T4CompanyMaster.QuickBooksConnectionTimeout
  • Tasks.CreatedCustomersKey
  • TasksView.CreatedCustomersKey
  • TaskTypes.ShowCreatedCustomersKey

The following fields have been dropped:

  • None

The following fields have been altered:

  • None

The following tables and views have been added:

  • None

The following fields have been added:

  • None