2021-03 Apollo

When adding a Note with an Alert to an order, that alert will now display as a banner on all Customer pages instead of only displaying as a banner on the order page.

There is a new security module in TBS Setup called ProductsWithoutCustomer that will provide control over the inventory of products not assigned to customers. When ProductsWithoutCusomters is disabled / not added to a security group, it will remove the ability to replicate a product to inventory, move products to and from inventory, and will prevent access to the Products without Customers inventory page. Additionally, inventory grids for details will not display details of products not assigned to customers. This includes the Products / Charges & Plans inventory screen and the Instances tab when viewing the Charges & Plans Inventory in Setup.

This can be controlled through the User Groups option by adding or removing ProductsWithoutCustomers from the Group Modules section.

LOCATION: Setup / Users & Security / User Groups/ Group Modules

Note: This does not impact Template Products. Users without access to ProductsWithoutCustomers will still be able to access and utilize template products in TBS.

For Product Type Device, the Model drop-down in the AUX section has been updated to a dynamic search. When clicking into the Model box, users can start typing the model and the drop-down list will begin filtering the results.

For information on REST service updates to the Model field, see the Device Model Rest Service Update release note.

 

When moving a product to another customer or to inventory, a note will automatically be added to the product. The note will indicate "Moved product from Account ##### to Account #####." with date and time stamp. The Created By for the note will indicate the user who moved the product.

LOCATION: Customer / Products / Select product that has been moved / Notes

The REST endpoint for the Model field of product types Devices has changed from /lkdropdowns prior to this release to /dropdowngroups and /dropdowngroupitems

The /dropdowngroups should be used to identify the "DeviceModels" DropDownGroupsKey and that key can be used to filter the /dropdowngroupitems to get a complete list of devices stored in TBS.

• Customers, Products, and Charges

  • Previously, when details were moved to a new product, the active and disconnect dates on charges and plans would all be replaced with the new product dates. Now, dates on the charges and plans will be left alone if they are compatible with the product active and disconnect dates. If they are not compatible with the product active and disconnect dates, the user will be given the option to update either the product active/disconnect dates or the dates on the charges and plans which are incompatible. (287600)

• Billing

  • When using the Email Invoice to resend a customer invoice, the invoice will only be emailed to addresses in the Email Address to Send Bill To field. Previously, any email addresses in the CC or BCC originally would also be included in the CC or BCC when the email was resent. (304257)

NOTE: Also see BillHistoryV2 changes below.

The following fields have been dropped:

• BillOptions.UnlimitedLDMinutes

• BillOptions.FreeMinutes

• BillOptions.FreeLocalCalls

• BillOptions.FreeLocalMinutes

• BillOptions.FreeLocalCombinedMinutes

• BillOptions.8xxStorageFee

• CareCodesView.AccountNumber

• CareCodesView.CareCodesKey

• CareCodesView.ANI

• CareCodesView.CareCode

• CareCodesView.FileName

• CareCodesView.Date

• CareCodesView.CIC

• CareCodesView.Carrier

• CareCodesView.InternalSwitch

• CareCodesView.Type

• CareCodesView.InOut

• CareCodesView.JurisdictionalInd

• CareCodesView.Processed

• CareCodesView.EnteredBy

• CareCodesView.EnteredDate

• CareCodesView.Modified

• CareCodesView.ModifiedBy

• CareCodesView.ModifiedDate

• CareCodesView.DeletedFlag

• CareCodesView.ProvisionCarrierAccount

• CareCodesView.DESCRIPTION

• CareCodesView.CodeType

• CareCodesView.RequestedAction

• CareCodesView.Complete

• CustomerInformation.FreeMinutes

• CustomerInformation.8xxStorageFee

• CustomerInformation.UnlimitedLDMinutes

• CustomerInformation.FreeLocalCombinedMinutes

• Details.CommissionsPlansKey

• DetailsLkDetailsView.CommissionsPlansKey

• lkCareCodes.Carrier

• LkCareCodesView.Carrier

• lkCarriers.SendFiles

• lkCarriers.GetFiles

• lkCarriers.Provision

• lkCarriers.GetCdrs

• lkStatusActions.SetEffectiveDate

• lkStatusActions.SetPrintFlagOnTollFree

• lkStatusActions.UpdateCarriers

• lkStatusActions.UpdateInternalSwitches

• LkStatusActionView.SetEffectiveDate

• LkStatusActionView.SetPrintFlagOnTollFree

• LkStatusActionView.UpdateCarriers

• LkStatusActionView.UpdateInternalSwitches

• Locations.CommissionsPlansKey

• MyDetails.CommissionsPlansKey

• MyLocations.CommissionsPlansKey

• ProductCombinedView.CommissionsPlansKey

• ProductCombinedView.Model

• Products.CommissionsPlansKey

• ProductsAux_Device.Model

• rtWirelessDataPlans.MonthlyCharge

• rtWirelessDataPlans.MegsIncluded

• rtWirelessDataPlans.UnlimitedUsage

• rtWirelessDataPlans.SharedPlan

• rtWirelessDataPlans.DeactivatedDate

• rtWirelessMMSPlans.MonthlyCharge

• rtWirelessMMSPlans.MegsIncluded

• rtWirelessMMSPlans.UnlimitedUsage

• rtWirelessMMSPlans.SharedPlan

• rtWirelessMMSPlans.DeactivatedDate

• rtWirelessMobileToMobile.MonthlyCharge

• rtWirelessMobileToMobile.MobileToMobileMinutes

• rtWirelessMobileToMobile.UnlimitedUsage

• rtWirelessMobileToMobile.SharedPlan

• rtWirelessMobileToMobile.DeactivatedDate

• rtWirelessVoicePlans.MonthlyCharge

• rtWirelessVoicePlans.MOU

• rtWirelessVoicePlans.UnlimitedUsage_Peak

• rtWirelessVoicePlans.NW_MOU

• rtWirelessVoicePlans.UnlimitedUsage_NW

• rtWirelessVoicePlans.SharedPlan

• rtWirelessVoicePlans.DeactivatedDate

• VaultMigrations.VaultMigrationsKey

• VaultMigrations.TableName

• VaultMigrations.FieldName

• VaultMigrations.Encrypted

The following fields have been altered:

• -- FileTransferJobs.MonthsOfLogsToKeep IsNullable (True -> False)

• -- FileTransferJobsView.MonthsOfLogsToKeep IsNullable (True -> False)

The following tables and views have been added:

• None

The following fields have been added:

• DetailsLkDetailsView.ProductIsTemplate

• MyProductsViewForDetailsMoveScreen.ActiveDate

• MyProductsViewForDetailsMoveScreen.DisconnectDate

• MyProductsViewForDetailsMoveScreen.CustomerActiveDate

• MyProductsViewForDetailsMoveScreen.CustomerDisconnectDate

• ProductCombinedView.ModelDDGIKey

• ProductsAux_Device.ModelDDGIKey

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