2020-01 X-Wing

On the Billing Control Panel's Schedule tab, paging options have been added to the grids on the subtabs that display Quick Billing records.

LOCATION: Financial / Billing Control Panel

These paging options have been added to help reduce the length of this screen when there are many quick billing records tied to the same billing definition. The default page size on these grids is set to 5, meaning 5 records are shown per page. This default value can be changed when there are more than 5 records, but paging options are not displayed when there are fewer than 5 records.

The file monitor is a TBS feature that identifies missing carrier files that could result in lost revenue. It does this by sequencing file names and looking for any gaps.

NOTE: This feature is disabled by default and will be enabled as needed.

If file monitor issues exist:

• A notification displaying the number of file monitor issues appears in TBS.
• A data verification warning appears on the Billing Control Panel.

The Linked Accounts and Communications tabs on the individual Customers screen now display counts to easily see how many entries appear on each tab, even if the tab isn't being viewed.

LOCATION: Customers / Inventory / individual customer details

NOTE: The Communications tab's count includes the total of all the notes, comments, emails, and letters.

Previously, a top-level corporate account would receive both a standard and a corporate invoice. Now, additional settings allow you to specify separately, for both the corporate invoices and the standard invoices, whether invoices are produced and emailed.

LOCATION: Customers / Inventory / individual customer details / Customer Information tab / Invoicing & Notifications section

The following new settings have been added to the Paper & Electronic Notifications subsection:

• Send Standard Account Paper Bill
• Send Standard Account Email Bill
• Send Corp Account Paper Bil
• Send Corp Account Email Bill

NOTE: Accounts which are not top-level corporate accounts still show only the Send Paper Bill and Send Email Bill settings.

A new data issue has been created that will check to ensure that plans are set up properly before billing. This is to address plans that are pointing to rate plans that have been removed or changed, which will prevent billing until the plans are fixed.

When making a payment on the new payment screen, the total amount of the invoice being selected is now displayed in the invoice selection drop-down.

The Entered By field on Payments Log should now be filled with the User ID of the user that clicked Process Monthly Payments or Process Daily Payments on the Recurring Payments page.

Any product-level or customer-level status action which has a Date Workflow Set Date Field of Clear Disconnect Date will no longer allow the selection of a disconnect date to clear. Instead, all items with a disconnect date matching the top level item will have their disconnect dates cleared. This applies to status actions on customers and products.

For example:

Previously, if you would try to select multiple products in a Disconnected state, and with different disconnect dates, and then try to reconnect them all at once, you would have to enter a disconnect date to clear; the product whose disconnect date did not match that would not have its disconnect date cleared. Now, all of the selected products would have their disconnect dates cleared, and if the products had details then each detail's disconnect date would be cleared if the disconnect date matched that of their product.

When reconnecting a customer, all products whose disconnect dates match the customer's disconnect date will have their disconnect dates cleared. If a product has its disconnect date cleared, then any details on that product with disconnect dates that match the disconnect date on the product will also have their disconnect dates cleared.

After a certain period of time, the system can now presume that care provisioning errors have been dealt with in another manner. There are two new fields on the System Info screen that configure this behavior for inbound and outbound, respectively.

NOTE: By default, this feature is not configured and no behavior change will take place.

LOCATION: Setup / System / System Info

When Stop Failed Output Attempts After (days) is set, outbound care provisioning actions, and their corresponding errors, are automatically cleared (deleted) after the specified number of days.

When Automatically Acknowledge Inbound Issues After (days) is set, inbound care provisioning issues are automatically acknowledged and deleted after the specified number of days.

When adding a sub or sales agent, or changing a sub or sales agent's parent, the agent's commission plan defaults to the parent's commission plan.

When viewing an agent, if any parent or child agent has a different commissions plan, a message appears telling you which agent has a different plan and that agent's plan. A button also appears that can update all child agent's commissions plans to the current agent's commission plan, if applicable.

The Commissions Adjustments report can now be filtered by Agent.

• General

  • Some fields on the Billing Control Panel were being inappropriately included when copying a billing definition record. (212950)

  • The Intra Rates admin screen grid would sometimes clear when sorting. (227406)

  • The description field on the transaction posting screen was not applying when creating a refund transaction. (238557)

• Integrated Products

  • The Charges and Plans grid was not updating immediately after changes were made to the records being displayed. (241168)

  • Removing a parent product would sometimes not save the changes and the parent product would re-appear after refreshing the screen. (243274)

  • When moving a product from one customer to another, an error would appear with the following message: "Product Move Could Not Be Completed: Cannot access a disposed object. Object name: DataContext accessed after Dispose." This error has been resolved, and the message no longer appears. (245608)

  • After replicating a product to the same customer, the link back to the Customer in the confirmation message was broken. This has been resolved and the link now works as expected. (246358)

• Tasks

  • When creating a trouble ticket task from a product, the product was not automatically being added to the new task. (241837)
  • Exporting the Task Orders inventory would not complete successfully. (243698)

• Traditional

  The city and state selector was not showing up after entering a zip code with multiple city choices. (245245)

NOTE: Also see BillHistoryV2 changes below.

The following fields have been dropped:

• None

The following fields have been altered:

• -- PaymentsLog.ProcessDescription CharacterMaximumLength (40 -> 50)

• -- PaymentsLog.FullName CharacterMaximumLength (50 -> 100)

• -- PaymentsLog.State CharacterMaximumLength (3 -> 50)

• -- PaymentsLogView.ProcessDescription CharacterMaximumLength (40 -> 50)

• -- PaymentsLogView.FullName CharacterMaximumLength (50 -> 100)

• -- PaymentsLogView.State CharacterMaximumLength (3 -> 50)

• -- TmpLkDetailsFromQB.TransClassification CharacterMaximumLength (50 -> 250)

• -- TmpLkDetailsFromQBView.TransClassification CharacterMaximumLength (50 -> 250)

The following tables and views have been added:

• Disputes

• QBXML

The following fields have been added:

• Agents.PartnerExcellenceTier

• AgentsView.CommissionsPlansKey

• AgentsView.CommissionsPlanName

• AgentsView.PartnerExcellenceTier

• AgentsView.PartnerExcellenceTierDescription

• BillingRPT_TaxReportCredits.CSI_ServiceCode_Description

• BillingRPT_TaxReportDebits.CSI_ServiceCode_Description

• BillingRPT_TmpTaxReportCredits.CSI_ServiceCode_Description

• BillingRPT_TmpTaxReportDebits.CSI_ServiceCode_Description

• BillOptions.CorpProduceBill

• BillOptions.CorpEmailPDF

• CustomerInformation.RecurringCardBrand

• Customers.RecurringCardBrand

• Disputes.DisputesKey

• Disputes.Amount

• Disputes.ChargeId

• Disputes.DisputeDate

• Disputes.Currency

• Disputes.CustomersKey

• Disputes.CustomerAccountNumber

• Disputes.Id

• Disputes.Reason

• Disputes.Status

• Disputes.SourceType

• Disputes.RespondBy

• Disputes.ConnectedAccountId

• Disputes.HasEvidence

• lkBaseInfo.ShowInvoiceSelectionOnPaymentScreen

• lkBaseInfo.AcceptAmexPayments

• QBXML.QBXMLKey

• QBXML.XML

• QBXML.Type

• QuickbooksPaymentExportView.CustomerQuickbooksRefID

• QuickbooksPaymentExportView.CustomerCurrencyCode

• T4CompanyMaster.CareProvisioningOutboundRetryDays

• T4CompanyMaster.CareProvisioningInboundAutoAcknowledgeDays

• TmpLkDetailsFromQB.CalculationType

• TmpLkDetailsFromQBView.CalculationType

• TmpLkDetailsFromQBView.CalculationTypeDescription

• TmpRecurringExternal.CardBrand

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