2020-07 Blazer

The page size on the Tax Overrides grid has been enlarged. This change makes it easier to find specific taxes to override, without having to apply a filter to the grid.

Quantity is now required on all charges and plans. By default, the value is set to 1.

The width of the columns on both the main Products grid and the Charges & Plans grid can now be customized.

Previously, free plans could only have a quantity grater than 1 if the allowance was set to accumulate or if the shared property on the allowance was set to Product Level.

Now, a quantity grater than 1 can also be on an allowance which has a shared property set to Customer Level Auto Include Children.

In addition, a data issue has been added to enforce this requirement. Any free plans which have a quantity greater than 1 and which are not set to accumulate, not shared at the Product Level, and not shared at the Customer Level Auto Include Children are not allowing (via an error message) during the data verification process.

When adding charges and plans, long running operations now provide a "please wait" message and do not timeout.

LOCATION: Products / Product Inventory / inventory type / individual product details / Add button (in Charges & Plans area)

The grid on the screen used when adding charges and plans has a new column, Commission Plan Override from Package, that displays the related commissions plan (from the package containing the charge or plan).

The commissions plan in this column is used to create commissions overrides on charges and plans along with the selected agent. When a plan appears in this column, an agent must be selected.

The existing Commissions Plan column now only shows the default commissions plan from the charges & plans inventory. In addition, it no longer forces an agent to be selected when it has a value.

A new REST service endpoint has been added, which allows for the retrieval of groups based on the companykey.

NOTE: Maintenance permissions are required to use this endpoint.

The endpoint is: GET "company/{companyKey}/groups"

• General

  • On the Transaction Posting screen, when adding a new transaction, an error would occur when using the TAB key to navigate through fields on the screen. Typically, the TAB key would cycle through the available fields. After editing a field, the TAB key would move the focus to the next field. However, several drop-down controls (including the Transaction Classification, Invoice(s), and Product Code controls) had a problem where, after selecting a value, the current field would lose focus, and you would have to cycle through all of the above controls to get back to the field you had changed.

    Now, selecting a value in the drop-down controls on the Transaction Posting screen no longer moves the focus back to the top of the screen. sllowing you to cycle through the fields, as expected, using the TAB key. (266455)

  • Previously, if you tried to reach the Accounts Receivable or Transactions reports (either by link or bookmark) when not logged into the application, an error would appear. Now, when you attempt to access these reports and you're not logged in, you are redirected to the login page. Once you have successfully logged in, you are again redirected to the appropriate report. (266846)
  • Previously, the Credit Taxes Only option was displaying a red error when trying to save a transaction of that type. The error no longer appears. (267303)
  • When adding user notifications to a note, if you did not have maintenance permissions, you could not see other users in the Notification drop-down. This error has been resolved. In addition, in a task's Status Action Workflow window, an error would appear if you tried to notify a user on a note in that window. This error has also been resolved. (267653)
  • Crediting usage would create a new charge with a "null" quantity, which would cause an error when trying to load that charge or a product with that charge on it. This issue has been resolved. (268895)

• Integrated Products

  Previously, when exporting a product grid, the Invoice Grouping Location and Physical Location columns would show HTML rather than the plain text that was visible in the grid. This issue has been fixed. This update also applies to these columns when they are split into separate code and description columns. (268760)

NOTE: Also see BillHistoryV2 changes below.

The following fields have been dropped:

• QuickbooksPaymentExportView.TransGroup

• StripeCharges.TmpTransactionCreated

The following fields have been altered:

• -- Details.Quantity IsNullable (True -> False)

• -- StripeCharges.OnBehalfOf IsNullable (False -> True)

The following tables and views have been added:

• billoptions_blazerbak

• DetailsFreePlansView

• emailcontentcore_blazerbak

• EmailContentCoreView

• lkBaseInfoEmailTemplates_blazerbak

• PayoutsView

The following fields have been added:

• billoptions_blazerbak.billoptionskey

• billoptions_blazerbak.emailcontentcorekey

• Company.SetupQuoterPaymentMethodAsRecurring

• CustomerInformation.ModifiedDate

• CustomerInformation.LastQuickBooksExportDate

• CustomerInformation.NeedsExportedToQuickBooks

• Customers.LastQuickBooksExportDate

• DetailsFreePlansView.DetailsKey

• DetailsFreePlansView.ProductsKey

• DetailsFreePlansView.lkDetailsKey

• DetailsFreePlansView.Free_Products_PlansKey

• DetailsFreePlansView.Free_PlansKey

• DetailsFreePlansView.FreePlanDescription

• DetailsFreePlansView.Accumulate

• DetailsFreePlansView.Shared

• DetailsFreePlansView.Quantity

• EmailContentCore.CompanyKey

• EmailContentCore.originalemailcontentcorekey

• emailcontentcore_blazerbak.EmailContentCoreKey

• emailcontentcore_blazerbak.Description

• emailcontentcore_blazerbak.Subject

• emailcontentcore_blazerbak.PlainTextContent

• emailcontentcore_blazerbak.HTMLContent

• emailcontentcore_blazerbak.OriginalHTMLFileName

• EmailContentCoreView.EmailContentCoreKey

• EmailContentCoreView.Description

• EmailContentCoreView.Subject

• EmailContentCoreView.PlainTextContent

• EmailContentCoreView.HTMLContent

• EmailContentCoreView.OriginalHTMLFileName

• EmailContentCoreView.CompanyKey

• EmailContentCoreView.CompanyName

• EmailContentCoreView.originalemailcontentcorekey

• lkBaseInfoEmailTemplates_blazerbak.lkBaseInfoEmailTemplatesKey

• lkBaseInfoEmailTemplates_blazerbak.emailcontentcorekey

• lkGroups.QuoterTemplatePrefix

• lkDetails.LastQuickBooksExportDate

• lkTransClassifications.QuickBooksPaymentMethod

• LkDetailsView.LastQuickBooksExportDate

• LkDetailsView.NeedsExportedToQuickBooks

• Payouts.SourceType

• PayoutsView.PayoutsKey

• PayoutsView.Id

• PayoutsView.Amount

• PayoutsView.Currency

• PayoutsView.Status

• PayoutsView.DestinationId

• PayoutsView.CreatedDate

• PayoutsView.Description

• PayoutsView.DestinationType

• PayoutsView.BankName

• PayoutsView.RoutingNumber

• PayoutsView.LastFourDigits

• PayoutsView.DestinationCreated

• PayoutsView.BankCountry

• PayoutsView.BankFingerprint

• PayoutsView.BankAccountHolderName

• PayoutsView.BankAccountHolderType

• PayoutsView.SourceType

• PayoutsView.StripeConnectedAccountsKey

• PayoutsView.StripeConnectedAccountsId

• PayoutsView.ProcessingFees

• PayoutsView.TransactionsAmount

• PayoutsView.NetTransactionsAmount

• QuickbooksPaymentExportView.Value

• QuickbooksPaymentExportView.ItemValue

• QuickbooksPaymentExportView.QuickBooksPaymentMethod

• StripeCharges.TransferredFunds

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