2020-11 Scooby Doo

A new option, Account Application Classification, is now available on the Setup screen for miscellaneous charges. It is only available when the Type option is set to Auto Applied Misc Charge.

LOCATION: Setup / Product / Charges / Miscellaneous Charges / individual charge details

This option allows you to select how the charge will be applied to accounts in a corp/sub relationship. It is only applied when the following selection are made from the Calc Type option (which is available immediately below the Type option):

• Flat Amount
• Flat Amount for Business Accounts with LD Usage

NOTE: The field has been automatically populated so no updates are needed when this feature is initially released.

To better support the traditional voice type products in TBS, three new fields have been added in the Voice section on the Product screen.

LOCATION: Products / Product Inventory / inventory type / individual voice product details

The following fields have been added:

• Plan
• DID
• Region

The Plan and DID fields, as they appear in the application, are highlighted below.

NOTE: As with other voice mail fields on this screen, the new Plan and DID fields only appear if the Product Type is set to Voice Mail. The new Region field appears for any product with the standard voice fields (any product that is not of the Voice Mail or Wireless types).

The Region field is highlighted below.

Three new fields have been added to the Device section on the product information screen. These fields were added to better support traditional products in TBS.

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

The following fields have been added:

• Equipment Type
• Package Type
• Impulse

The fields, as they appear in the application, are highlighted below.

If a client has a task type set up to Enable Credits, a new button, Get Approved Credits, will appear in the top left of the transaction posting screen.

LOCATION: Financial / Transaction Posting

The Get Approved Credits button works almost the same way as the Get CC Trans and Get ACH Trans buttons, which were already available on the Transaction Posting screen. However, this new button pulls any credits that have been entered on a task that are approved and ready to be posted.

Corporate users now have access to the Download Files screen. To enable corporate access this screen, the permission group for corporate customers must have access to the SalesTools permission module. Previously, this screen was only accessible by wholesale users.

• Integrated Products

  The total amounts on the customer screen and the charges column on the product grid were not accounting for charges with a disconnect date in the future. The total amounts are now correctly calculated. (285046)

NOTE: Also see BillHistoryV2 changes below.

The following fields have been dropped:

• None

The following fields have been altered:

• None

The following tables and views have been added:

• BillOptionsViewForMessageGroupValidation

• MyProductsDetailsViewForDetailsMoveScreen

• MyProductsViewForDetailsMoveScreen

• TaxOverRides_SureTax

The following fields have been added:

• BillOptionsViewForMessageGroupValidation.CustomersKey

• BillOptionsViewForMessageGroupValidation.MessageGroup

• BillOptionsViewForMessageGroupValidation.ExtMessageGroup

• BillOptionsViewForMessageGroupValidation.CompanyKey

• BillOptionsViewForMessageGroupValidation.CompanyName

• CommissionsPlanDetailsView.CommissionsPlanSelectorsKey

• CommissionsPlanDetailsView.CommissionsPlansKey

• CommissionsPlanDetailsView.CommissionsPlansName

• CommissionsPlanDetailsView.CompanyKey

• IntacctInvoiceExportView.LineItemTotal

• InvoiceExportView.LineItemTotal

• lkBaseInfo.FontAwesomePrimaryColor

• lkBaseInfo.FontAwesomeSecondaryColor

• lkMiscChrgs.AccountApplicationClassification

• MyProductsDetailsViewForDetailsMoveScreen.DetailsKey

• MyProductsDetailsViewForDetailsMoveScreen.ProductsKey

• MyProductsDetailsViewForDetailsMoveScreen.CustomersKey

• MyProductsDetailsViewForDetailsMoveScreen.LocationsKey

• MyProductsDetailsViewForDetailsMoveScreen.ProductDisplayID

• MyProductsDetailsViewForDetailsMoveScreen.LocationDisplayText

• MyProductsDetailsViewForDetailsMoveScreen.DetailID

• MyProductsDetailsViewForDetailsMoveScreen.ExpressedDescription

• MyProductsDetailsViewForDetailsMoveScreen.ExpressedActivationCharge

• MyProductsDetailsViewForDetailsMoveScreen.ExpressedActivationDiscount

• MyProductsDetailsViewForDetailsMoveScreen.ExpressedIntervalCharge

• MyProductsDetailsViewForDetailsMoveScreen.ExpressedIntervalDiscount

• MyProductsDetailsViewForDetailsMoveScreen.DetailActiveDate

• MyProductsDetailsViewForDetailsMoveScreen.DetailDisconnectDate

• MyProductsViewForDetailsMoveScreen.ProductsKey

• MyProductsViewForDetailsMoveScreen.CustomersKey

• MyProductsViewForDetailsMoveScreen.LocationsKey

• MyProductsViewForDetailsMoveScreen.ProductDisplayID

• MyProductsViewForDetailsMoveScreen.LocationDisplayText

• MyProductsViewForDetailsMoveScreen.ProductDisplayIDWithLocation

• ProductsAux_Device.EquipmentType

• ProductsAux_Device.PackageType

• ProductsAux_Device.Impulse

• ProductsAux_Voice.Region

• ProductsAux_Voice.DID

• ProductsAux_Voice.VMPlan

• TaskTypeGroups.FontAwesomeIcon

• TaskTypeGroups.FontAwesomeCustomerPortalIcon

• TaxOverRides_SureTax.TaxOverRides_SureTaxKey

• TaxOverRides_SureTax.LkBaseInfoKey

• TaxOverRides_SureTax.CustomersKey

• TaxOverRides_SureTax.State

• TaxOverRides_SureTax.NotCollectedTaxTypes

• TaxOverRides_SureTax.AdditionalExemptionIndicators

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