2021-01 Wilbur

For Notes tabs throughout the application, custom page size values are now supported. Previously, you could only select a few predefined values. The value specified in the Page size text box, highlighted below, represents the number of individual notes that are shown on a single page. Additional notes will be displayed on subsequent pages. Once you enter a value, click Change to update the list of notes.

In previous releases, the Shared column in the Allowances displayed a number, which mapped to a text entry in the individual allowance's Shared field. Now, instead of a number, the actual text entry of the allowance's Shared field is shown in its entirety.

LOCATION: Setup / Products / Free Plans / Allowances

As mentioned, this text entry is derived from the individual allowance's Shared field.

When managing a plan of type Free Plan, the Plan drop-down list no longer displays the key values for each listed plan. These key values were numerical values that appeared before each plan entry in the list. Instead, only the plan names themselves are displayed, making the list easier to read and less cluttered.

LOCATION: Setup / Products / Charges / Charges & Plans Inventory / Free Plans tab / individual free plan details

The method for setting tax codes for individual charges and plans has been improved. Previously, you had to enter tax codes for both activation and interval charges using multiple fields. This action is now done using a single option: the new Tax Mapping drop-down list.

LOCATION: Setup / Products / Charges / Charges and Plans Inventory / individual charge details

Similar tax-related changes were made to miscellaneous charges, with the multiple tax code fields being replaced with the single, new Tax Mapping drop-down list.

LOCATION: Setup / Products / Charges / Miscellaneous Charges / Select link for individual charge

IMPORTANT: These tax mappings must be configured for you. For more information, contact your Client Solution Expert (CSE).

To support this new Tax Mapping drop-down list, the following tax-related fields have been removed.

NOTE: You would have had access to only one of the two groups of fields listed below, based on your application's configuration.

• Product Code and Service Code
• Transaction Type and Service Type

• General

  • An error was appearing on the Transaction Posting page. This issue has been resolved. (288897)
  • Drilling-down on the Billing Spreadsheet was not always working correctly. This issue has been resolved. (292349)

• Integrated Products

  • When adding an account level charge, the inline editing feature in the Set Overrides grid would sometimes not work correctly. This feature now functions as expected. (292700)
  • An error was appearing when viewing charges and plans on orders. This issue has been resolved. (298871)

• Payment Processing

  The PaymentProcessorCapabilities data is now cleared from the application's cache whenever a base is created or updated, and whenever a company is created or updated. (291655)

NOTE: Also see BillHistoryV2 changes below.

The following fields have been dropped:

• ClientDefinedTransactionTypes.TransType

• ClientDefinedTransactionTypes.ServType

• ClientDefinedTransactionTypes.CSI_ProductCode

• ClientDefinedTransactionTypes.CSI_ServiceCode

• CustomerInformation.StripeId

• Customers.StripeId

• lkDetails.TransType

• lkDetails.ServType

• lkDetails.ActivationTransType

• lkDetails.ActivationServType

• lkDetails.CSI_ProductCode

• lkDetails.CSI_ServiceCode

• lkDetails.CSI_ActivationProductCode

• lkDetails.CSI_ActivationServiceCode

• LkDetailsView.TransType

• LkDetailsView.ServType

• lkLineTypes.E911TransType

• lkLineTypes.E911ServTypeLines

• lkLineTypes.E911ServTypeTrunks

• lkLineTypes.E911ServTypeExtensions

• lkLineTypes.E911ServTypeOutboundChannels

• lkLineTypes.E911ServTypeInvoice

• lkLineTypes.CSI_ProductCode

• lkLineTypes.CSI_ServiceCode

• lkLineTypesAvalaraView.E911TransType

• lkLineTypesAvalaraView.E911ServTypeLines

• lkLineTypesAvalaraView.E911ServTypeTrunks

• lkLineTypesAvalaraView.E911ServTypeExtensions

• lkLineTypesAvalaraView.E911ServTypeOutboundChannels

• lkLineTypesAvalaraView.E911ServTypeInvoice

• lkLineTypesAvalaraView.CSI_ProductCode

• lkLineTypesAvalaraView.CSI_ServiceCode

• lkLineTypesCSIView.E911TransType

• lkLineTypesCSIView.E911ServTypeLines

• lkLineTypesCSIView.E911ServTypeTrunks

• lkLineTypesCSIView.E911ServTypeExtensions

• lkLineTypesCSIView.E911ServTypeOutboundChannels

• lkLineTypesCSIView.E911ServTypeInvoice

• lkLineTypesCSIView.CSI_ProductCode

• lkLineTypesCSIView.CSI_ServiceCode

• lkMiscChrgs.TransType

• lkMiscChrgs.ServType

• lkMiscChrgs.CSI_ProductCode

• lkMiscChrgs.CSI_ServiceCode

• lkMiscChrgsView.transtype

• lkMiscChrgsView.servtype

• MyCustomers.StripeId

• TmpLkDetailsFromQB.CSI_ProductCode

• TmpLkDetailsFromQB.CSI_ServiceCode

• TmpLkDetailsFromQB.Avalara_TransType

• TmpLkDetailsFromQB.Avalara_ServType

• TmpLkDetailsFromQBView.CSI_ProductCode

• TmpLkDetailsFromQBView.CSI_ServiceCode

• TmpLkDetailsFromQBView.Avalara_TransType

• TmpLkDetailsFromQBView.Avalara_ServType

The following fields have been altered:

• -- TaxMappingDetailsView.MasterTaxProviderName IsNullable (True -> False)

The following tables and views have been added:

• AllowancesView

• AuthNetCharges

The following fields have been added:

• AllowancesView.Free_PlansKey

• AllowancesView.TypeOfUnits

• AllowancesView.Accumulate

• AllowancesView.UnlimitedUnits

• AllowancesView.FreeUnits

• AllowancesView.UnlimitedCallRecords

• AllowancesView.FreeCallRecords

• AllowancesView.FreeUsageDollars

• AllowancesView.MaxUsageDollars

• AllowancesView.Description

• AllowancesView.Shared

• AllowancesView.SharedDescription

• AllowancesView.EnteredBy

• AllowancesView.EnteredDate

• AllowancesView.AvailableEndDate

• AuthNetCharges.AuthNetChargesKey

• AuthNetCharges.CreatedAt

• AuthNetCharges.CustomersKey

• AuthNetCharges.Amount

• AuthNetCharges.Surcharge

• AuthNetCharges.CurrencyCode

• AuthNetCharges.MerchantDescriptor

• AuthNetCharges.ResponseJson

• AuthNetCharges.SentToAuthNet

• AuthNetCharges.ChargeCreated

• AuthNetCharges.ChargeCreateFailed

• AuthNetCharges.TransId

• AuthNetCharges.RefTransId

• AuthNetCharges.CustomerProfileId

• AuthNetCharges.CustomerPaymentProfileId

• AuthNetCharges.TransactionResponseCode

• AuthNetCharges.ApiResponseCode

• AuthNetCharges.ErrorResponseJson

• ClientDefinedTransactionTypes.TaxMappingMastersKey

• Company.AuthorizeNetAPILoginId

• Company.PaymentProcessor

• Company.AuthorizeNetEnvironment

• Company.AuthorizeNetAPITransactionKey

• Company.AuthorizeNetPublicClientKey

• CustomerInformation.PaymentProcessorCustomerId

• CustomerInformation.PaymentProcessor

• CustomerInformation.CompanyIsConnectedToAuthNet

• Customers.PaymentProcessorCustomerId

• lkDetails.TaxMappingMastersKey

• lkDetails.ActivationTaxMappingMastersKey

• LkDetailsView.TaxMappingMastersKey

• lkLineTypes.LINES_TaxMappingMastersKey

• lkLineTypes.TRUNKS_TaxMappingMastersKey

• lkLineTypes.EXTENSIONS_TaxMappingMastersKey

• lkLineTypes.OUTBOUNDCHANNELS_TaxMappingMastersKey

• lkLineTypes.INVOICE_TaxMappingMastersKey

• lkLineTypesAvalaraView.LINES_TaxMappingMastersKey

• lkLineTypesAvalaraView.TRUNKS_TaxMappingMastersKey

• lkLineTypesAvalaraView.EXTENSIONS_TaxMappingMastersKey

• lkLineTypesAvalaraView.OUTBOUNDCHANNELS_TaxMappingMastersKey

• lkLineTypesAvalaraView.INVOICE_TaxMappingMastersKey

• lkLineTypesCSIView.LINES_TaxMappingMastersKey

• lkLineTypesCSIView.TRUNKS_TaxMappingMastersKey

• lkLineTypesCSIView.EXTENSIONS_TaxMappingMastersKey

• lkLineTypesCSIView.OUTBOUNDCHANNELS_TaxMappingMastersKey

• lkLineTypesCSIView.INVOICE_TaxMappingMastersKey

• lkMiscChrgs.TaxMappingMastersKey

• lkMiscChrgsView.TaxMappingMastersKey

• MiscChargeTaxComboGroupDetails.SURE_ServiceGroup

• MiscChargeTaxComboGroupDetails.SURE_ServiceItem

• MyCustomers.PaymentProcessorCustomerId

• PaymentsLog.AuthNetChargesKey

• ProductsAux_Voice.SureTax_E911Count

• TaxMappingDetailsView.MasterCountBased

• TmpLkDetailsFromQB.TaxMappingMastersKey

• TmpLkDetailsFromQBView.TaxMappingMastersKey

• TmpLkDetailsFromQBView.SURE_DisplayServiceGroup

• TmpLkDetailsFromQBView.SURE_DisplayServiceItem

• TmpRecurringExternal.PaymentProcessor

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