ReleaseNotes/2012

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3.46.00 – 31 October 2012

New Features / Enhancements

User Interface Optimisations

Point of Sale

Change Background: It was reported to us that clients were having challenges processing product purchases within the Emersion system, especially when it came to purchases that were processed over a weekend, but being entered after the fact. In order to make this process easier, the following changes were made;

1. We have enhanced the Point of Sale flow to include the ability to better manage invoices (auto-approve, backdate, adjust issue and due dates).
2. Added the ability to set Purchase Notes as visible or not visible to the customer (on the invoice)
3. You can now set a vanity date on the invoice and it will override the date set on the Product Purchase.
4. You can now select whether Multiple Quantity Sales are displayed as a single line on the invoice or multiple.
5. When selling physical products, such as hardware to the customer, the product quantity must be in decimal format. Validation added to ensure you can only use decimal quantities on items that are non-serialized.

Point of Sale Receipts

• RELEASE NOTES ARCHIVE 2012

Change Background Clients who were using the point of sale / product purchase system in a retail environment lacked the ability to provide a receipt post invoice / payment to their clients. This feature was inspired by that issue.

1. An event has been created to allow a user to print a point of sale receipt, please contact sales to have set up if required.

Invoices

Change Background: This primarily was a cleanup of the administrative interfaces that already existed to manage invoices, and bringing them up to date with the functionality of the invoices as they currently stand. Other changes were to compliment changes elsewhere, such as the purchase note.

The tariff silence fix was specifically because there are sometimes calls (such as inbound) that you would not want to send out to your clients, but need them to exist within the system.

1. You are now able to create and manage images and custom text messages from the UI.
2. Purchase Notes if set to visible will display on the invoice
3. Now supports ability to 'silence' a tariff so that calls of that type do not appear on invoices (Not requires Emersion support ticket to set up – global per tariff table)

Transactions, POS and Payment UI

Change Background: There was some confusion on which date was relevant to what within the ledger transaction pages. The invoice ‘issue’ date, which is stamped on an invoice, is mostly for vanity, whereas the ledger transaction date references where the invoice sits when it comes to reconciliation of accounts.

1. Updated some of the lists of invoices to display the actual invoice issue date and ledger submitted date.

Service Based Discounts

Change Background: It was reported by clients that although the package chain discount subsystem was useful, there were some limitations when it came to properly allocating a discount in a package which might be bundled with multiple service types, some of which you would not necessarily want to discount.

For instance, if you were to apply a percentage usage discount across the board, or a $5 discount to access fees across the board, this discount would apply to ALL services within the package. In some situations this might be appropriate, but it seemed more useful to Emersion clients to allow them to specifically isolate a given service, and allocate discounts this way.

The interface also needed to be updated to utilise the new tax management framework which is discussed later in these notes.

1. The Discount around Package Chains has been enhanced to also support Service Based Discounts. For Example you can have a discount apply to only one Service in a package, or have the discount apply at the package level.

Service Multipliers

Change Background: Previously in Emersion there was no way to have an access fee that would scale based on a given number, which in essence meant that if you were selling for example internet connections which were varied based on how many megabytes the link had, or you were renting floor space at a given square meterage, you were forced to create a service plan per instance, which of course does not scale very well. Emersion has now implemented a ‘service multiplier’ (and ‘service feature multiplier’) concept, which means you can put your per MB or per M2 price in the access fee, turn on service multiplier, and enter the applicable amount at service creation, or modify over time as changed, without creating additional plans, or having to migrate the client.

1. Certain service Types can now support Service Multipliers at the subscription level. E.g. You can set up a Plan for Internet where the plan has a price per MBps and then at the sale time define how many Mbps this client is using.

New User Wizard

Change Background Clients were concerned that data entry for new users was taking more time than it should.

1. Added the ability to copy an address for an Organisation, Contact and User Portal Contact

Account Securities

Change Background: The Emersion system was initially built as a strict subscription based system, and at this time, having a generalised securities concept, which would only accept just one type of security was fine. As the system evolves into more of a point of sale and subscription system, and there is a great deal more service types than there used to be, there is reason to support multiple securities per end-user. For instance, a security carpark pass security, a bond for an office, a credit security for a high value client.

1. We have significantly reworked the account securities section in Emersion. Previously a 'security' was limited to one amount that was increased or decreased. Users now have the option of managing multiple separate securities with their end-users, and starting and ending them mutually exclusively. The system works by charging a security amount, which creates a debit invoice, and stores the security amount elsewhere, and in reverse when refunding.

Reports Engine

Change Background: Clients were forced to export all reports to excel or CSV in order to generate totals for their reports or pull out a calculator.

1. Now includes the ability to have totals and subtotals as a new row at the bottom of the report. NB: We will be reviewing existing reports over time to include such features.

Invoice Post/Email Events

Change Background: General Invoice Post / Email event missing important variables as reported by clients.

1. Now supports same variables as Invoice Overdue event.

Bill Status Tab

Change Background: Since Emersion was built, processes which facilitate certain billing outcomes are scheduled at certain times of the day to ensure the system is always available. This has meant to date that clients (even when cancelling a client) – were expected to wait for these processes to run (normally only providing an outcome the next day) – and further manage their clients from that point.

1. There is a new tab in the Customer section, which allows you to run all billing processes that might be due for a given account, immediately, versus having to wait for Emersion's daily runs. This can be especially helpful when trying to finalise an account for a user.

Plan Statuses Change Background: Plans could be given an end-date, but this would have no effect, and they would still remain saleable.

1. Plans statuses will now automatically be updated to Grandfathered, Active or Saleable depending on its saleable dates. E.g. if the plan is set to approved and the Sailable From Date is now or less then the status will automatically be set to saleable. There is a job running regularly to automatically grandfather plans.

Bolt-On Assignment

Change Background: The interface surrounding the linking of Bolt-ons would allow the user to potentially configure them in a way that would break any use of the bolt-on.

1. Interface used for linking bolt ons, will not show an add allowance button if there are no sellable bolt ons.

Ezidebit BPay Timing Improvement

Change Background: Clients were finding they weren’t receiving a result on BPAY transactions until later in the day, and sometimes would have already called their client to ask for the money, potentially wasting time and annoying their end-user.

1. The BPay process now runs at 8am each day based on some transactions being missed when run earlier.

Package Cancellation

Change Background: Clients wished to have the ability to cancel subscriptions they had overlooked as much as a few months. Emersion feels a 2 month window, for non-provisioned service types should give this flexibility. Any additional crediting will have to be done via the use of cardlines.

1. Packages can now be cancelled up to 2 months in the past (i.e. outside of the current period) for no integrated provisioning service types.

Tax Entry and Handling

Change Background: To-date the Emersion system has strictly expected everything to be entered into the system as an ex-tax figure, and the taxable amount would be generated on the fly. Unfortunately this meant when dealing with retail customers, and attempting to give them an accurate figure on what they would be charged, the client would be forced to have a calculator on hand to work out the extax variant of the price. In addition this also made it impossible to manage access fees which may not have a taxable portion at all.

1. The UI for price entry has been altered to ensure accurate and easy entry of prices for Products and Plans. This enhancement also ensures you can control taxes more easily per charge type, and see the outcome of your data entry either by entering ex tax or an inc tax amount.

Better Support for Non Tax Customers

Change Background: Along with the tax limitations described above, some clients, especially some government sectors are not charged for tax / GST at all due to a tax exempt status. It is now possible to flag a customer as exempt, and all underlying processes will know to manage this accordingly within the Emersion system.

1. Customers that are tax Exempt can now be flagged in the Customer Detail tab under ‘Account Tax Rate’ to non-tax. This will prevent the system from generating a taxable portion within a cardline, or if a taxable portion is created by another mechanism, then a corresponding credit will be created.

Subtabs for Service Page

Change Background: As we add more and more useful information to the service subscription page, we were noticing that the page speed was slowing very quickly over time.

1. The Service Subscription Pages had become very long due to increasing the amount of data. We have now added Sub Tabs to this page to improve performance and usability.

IE9 Support

• Emersion is now supporting IE9 and above.

New Order Wizard Infolink

• Added a new infolink to the wiki detailing file sizes and types to the wiki next to the upload button when adding an (optional) file to an order (such as an order form)

Profiles

• The Profiles Tab has been removed from the Customer UI. The Profiles election is now in the Detail Tab.

Default Account Profile

• When creating a new customer, the profile selector will now pre select the profile listed as “default” unless no profiles are configured.

Performance

• Improvements to the time taken to process invoice generation requests.

Cost Centres

• Changes to default cost centres are now tagged with a modified date.

Wholesalers UI

• As a Wholesaler you can now in the Detail Tab see the Cumulus user suffix of your clients (enabling easier support).

General UI Improvements

• Added display of name of package to the Package Subscription detail page.
• Customer List now includes a column with the total of active services for each customer
• You can now see the Invoice Amount when viewing Disputes
• It is now possible to change your password in the Cumulus UI from the Home Menu Item without having permissions under Admin.
• Where Package and Service Plans are displayed both Internal and External Name columns exist.

Bug Fixes / Minor Changes

• Fixed bug causing a blank page to appear with no 'back' button on the Service Configuration page.
• Identified a bug where trying to view the details of a Service Subscription in the ‘initialise’ status.
• Fixed bug causing errors when searching for partial Service Identifiers in cumulus.
• Issue identified where no results were being returned when trying to SQ a Block Range for a Ranged Service.
• Corrected error when pressing “Return to List” when editing an Event Template.
• Fixed bug causing usage data in the End User Portal to not appear in IE9 and Firefox.
• Resolved issue where clients using Chrome were unable to ‘auto approve’ invoices.
• Online Sign Up User Portal now correctly displays package plans which have been configured to be sold in the signup portal.

3.45.00 – 16 August 2012

New Features / Enhancements

Audit Log

• A new Audit Log page has been made available in the user interface. It allows users to view a list of actions performed by system users, such as creating or editing a customer record, creating cardlines, managing invoices, raising disputes, approving or rejecting an invoice, allocating or modifying cardlines, creating or modifying packages, plans and rate cards, taking payments, creating credits, write offs and refunds. The audit log show the data and time the action took place, with the user ID, the action and what information was modified.

To enable the audit log, please contact our Sales team.

Receipts

• The system now allows users to view and print a receipt when a purchase is made or a payment is processed. To enable payment and purchase receipting, please contact our Sales team.

BPAY

• The system now automatically retrieves BPAY payment details using the EziDebit interface. To enable this feature, please contact our Sales team.

Events

• New Event types are now available:
  • A single phone call with the call length over a particular duration
  • A single phone call with the call charge over a particular value
  • A particular call type with the call charges in the current billing period over a particular value

    To enable these new events, please contact our Sales team.

Reports – End Customer User Portal

• The following new reports are now available in the end customer user portal:
  • Top 10 dialled numbers
  • Top 10 expensive calls
  • Call Trending, showing the customer’s call trending information over past 12 months

Other Enhancements and New Features

• The system now supports Internet Explorer 9 in addition to Firefox, Chrome and Safari.
• The system now supports the AAPT pre-select product. Contact our Sale team for more information.
• The system now supports the AAPT ADSL product. Contact our Sale team for more information.
• On the Invoice List pages on an account as well as in Finance > Accounts Receivable, the system will now only show a Download link if the invoice has not been archived.
• The Ledger Cardline report exports Cost Centre codes if configured.
• A package chain discount can now be applied at the time the package is ordered.
• Package plans have been modified to now only allow packages that have a status of ‘Approved’ or ‘Saleable’ to be sold to a customer.

  In addition, when the ‘Saleable To’ date of a package is reached, the system will now automatically ‘grandfather’ the package, and it will no longer be able to be sold.

• The system now allows users to modify customer text and images on invoice templates. A new page in Admin > My Invoice Template > Custom Message allows users to set up the required information.
• During a product purchase, a new Notes field has been implemented to allow the user to enter any required information against the sale. The user can nominate whether the note is visible to the customer or not.
• When viewing reports, the system will not run the report until the user has selected the report criteria and clicks the Search button.
• The report scheduler has been enhanced to allow reports to be scheduled to run hourly.
• A new search filter has been implement to allow a customer to be located by the external reference number.
• The system now allows changes to a service’s cost centre to be tracked.
• For Telstra Mobile services, the system now allows data plan bolt ons to be provisioned through the order interface.
• Issues with displaying very large tariff structures in the Rate Card page have been resolved. The system now shows the tariff structure in a new window.
• The system now allows users to view service and equipment charges on a service, similar to the existing view usage on the Service Subscription page. The end customer usage portal has also been enhanced to allow customers to view the service and equipment charges.
• When creating Contact for a customer account, the system now allows you to copy the address from an existing contract into the new contact.
• The Packages and Plans > Management > Bolt ons > View bolt on page now displays a list of the Bolton Groups the Bolt on is associated with.
• The external signup page has been enhanced to perform more validation on the customer’s details entered, and some minor usability enhancements have been implemented.
• The external signup page can now perform an SQ to confirm the customer can obtain a service before proceeding with an order.
• The product management have been enhanced to only show products that are sellable to the user.
• Default settings for Account Type and Account Profile are available which are used when new accounts are created. To set up these new defaults, please contact our Sales team.
• Various enhancements have been made to the page navigation to better display options when provisioning a new service and managing an existing service.

Bug Fixes / Minor Changes

• An issue that occurred when changing the email address of a primary and/or billing contact of a customer that caused invoices to be sent to the account owner has been resolved.
• The View Contact page now displays more quickly.
• The Check Username function used when provisioning data services has been fixed to correctly identify any duplicate usernames in the system.
• The Permission Group page has been updated to save a permission group with no Permissions.
• When linking a buy bolt on to a buy service plan, the system now correctly displays buy bolts to select, not sell bolt ons.
• When linking a rate card to a service plan, the system now correctly only allows the user to link a rate card that contains rates.
• When linking a buy package plan to a sell package plan, the system now correctly only allows the user to link a package plan that has linked service plans.
• When creating a new user, the system now verifies the new username does not already exist in the system.
• An issue found when updating an invoice’s issue date to a day in the past has been resolved. The system now correctly allows you to set the date up to two days in the past.
• When modifying a rate card name, the system now correctly saves the new name.
• When importing payments, the system now correctly creates charges for the finance charges entered in the import file.
• An issue found when attempting to map ledger codes for services that are provided by a supplier in the system has been resolved.
• A problem discovered when modifying a package plans billing in advance setting has been rectified to insure the correct value is saved.

3.44.00 – 29 June 2012

New Features / Enhancements

Reports

• A new suite of reports are now available to provide detailed information including quarantine, cost auditing, margin analysis and batch processing. New report tabs will appear under the Report menu to access the new reports. To enable these new reports, please contact our Sales team.
• All reports now have the additional ability to automatically export.CSV files, which can be placed on the Emersion FTP site for retrieval. To enable this feature, please contact our Sales team.

Other Enhancements and New Features

• The Services > List All page now allows services to be located by package name.
• The ledger codes displayed on the Ledger Mapping page, as well as in the ledger drop lists for cardlines and products, have been cleaned up to only show ledger codes relevant to the products and service types appropriate to each account.
• The Events Templates page has been enhanced to display more information about each mapped event i.e. account profile and the event mapping type.
• A new Event Type, Credit Limit Exceeded, is now available to alert you when a customer’s balance exceeds their credit limit. To enable this feature, please contact our Sales team.
• The system now supports Bolt Ons to be provisioned with upstream carriers as required by the various service types (e.g. for mobile services with data plans set up as service bolt ons).

Bug Fixes / Minor Changes

• Issues found with the Cumulus user interface when using Chrome as the browser have been rectified.
• Issues found when attempting to cleanse records in rating quarantine have been resolved.
• The Billing > Non Existent Service and No Package Available pages now correctly show quarantine records found that have no active services or packages respectively.
• A problem found when attempting to add a custom rate override for a telephony service has been resolved.
• Updates and issues have been resolved surrounding package migrations. Some of the issues addressed include:
  • migrating packages with multiple service types with different provisioning workflows now correctly allows the provisioning processes for each service type to successfully complete
  • ensuring that if the user clicks the Cancel button while entering a package migration, the system returns to the order page correctly
  • migrating to a package with service types that do not require authorisation now correctly allows the order to be submitted without prompting for the authorisation detail to be entered
  • migrating to a package with more services than the original package now successfully completes, and new initialised services are created
  • the migrate process will not allow a package with any services in a pre-active or pending cancellation status to be migrated
  • migrating to a new package with a new service type now allows the user to select the correct order type (i.e. New or Churn)
  • the system does not allow packages that have a pending migration (i.e. a migration set to occur on a date in the future) to have services to be allocated
  • after aborting a package migration, the system displays the package previously viewed instead of showing the services list page
• An exception detected when a new product is created without selecting a product type has been resolved. The user must select a product type to successfully create a new product.
• The Packages and Plans > Management > Time Tables page has been updated to only show the relevant service types as configured for the account.
• An issue found when displaying rate cards for Telstra Rebill services has been resolved.
• A problem saving the username and password on certain dialup service types has been resolved.
• Churning a Unitel PSTN service with fax duet now provisions the correct service identifier, not the fax duet number.
• The end customer portal has additional validation on the payment screen to ensure the customer cannot enter a comma (“,”) into the payment amount field.
• Further fixes have been made to cancelling Emersion email domains to allow packages to be successfully cancelled when all mailboxes within the package are linked to the email domain.

3.43.00 – 6 June 2012

New Features / Enhancements

Customer Management Enhancements

• The create customer wizard now automatically generates a BPay reference number for a new account if a BPay biller code has been configured.
• The system now has additional fields to record the driver’s license expiry date and state. These fields are optional.
• The account details information page contains a new field, “Average Days to Pay Invoice”.

Cost Centres

• A new Cost Centre feature is now available. It allows users to create cost centres, which are a grouping of financial information for reporting purposes. The following functions have been implemented to support the new cost centre feature:
  • The ability to manage cost centre types (e.g. Sites, Departments, Divisions etc). Multiple cost centre types can be set up as required.
  • The ability to manage cost centres within each cost centre type (e.g. cost centre type of ‘Department’ with cost centres of ‘Sales’, ‘Support’, ‘Customer Service’, ‘I.T.’ etc)
  • Default cost centres can be set against each account, package & plan, service and / or products and cardlines

To enable this feature, please contact our Sales team.

Product Enhancements

• The system now supports serialised products e.g. modems with individual serial numbers. Users can now manage the serialised product’s inventory, upload serial numbers, and note the product serial number when the product is sold. The serial number of the product will appear on the purchase receipt and the customer’s invoice. A new ‘Serialised Product’ report is also available. To enable this feature, please contact our Sales team.
• When creating a purchase for a product with a quantity greater than one, the system now enables the user the option to create a single consolidated cardline for the total value of the products, or create a separate cardline for each instance of the product.
• During a product purchase the system can now create a transaction receipt immediately. To enable this feature, please contact our Sales team.

Other Enhancements and New Features

• The Mass Mailout feature has been enhanced to be more usable with improved layout and informational message displays.
• In the Accounts Receivable module, the Disputed, Unallocated and Pending Cardline pages now show totals that sum the amount columns.
• The system now has the ability to cancel packages at the start of the current billing period to enable any pro rata credits to be calculated for the whole period.
• The ‘invoice delivery’ event template has new variables available: invoice issue date, previous balance, payment received and end customer portal username.
• When finalising a new service order, the system now prompts the user to confirm that they wish to submit the order.
• Generic service types that do not have usage (i.e. monthly recurring fees only) can be set to automatically assign a service identifier instead of a user having to add an identifier manually.
• The Quarantine pages have been enhanced to separate BMS quarantine records into 3 tabs to speed up the user interface: Telephony, Data and Miscellaneous.
• The Invoice Management Approve and Approve Do not Send functions now prompt for user confirmation before continuing.
• The CVV field in Take Payment has been updated to allow 4 digit CVVs for AMEX payment types.
• When deleting an event template, the system now prompts the user to confirm the deletion.

Bug Fixes / Minor Changes

• A problem found when attempting to create a new order when there are not active service types has been corrected. The system now displays an appropriate message.
• An issue discovered when rejecting an invoice from the Accounts Receivable > Invoice List function has been resolved. The system now correctly returns the user to the invoice list page.
• The system now allows products in the service and equipment rate card to be saved with a $0 price.
• The Clear button on the Customer List page now correctly clear any search filters applied and shows all accounts.
• The create customer wizard has been updated to remove the ‘Other’ address field that appeared on the primary contact’s address, and only displays if the user selects a county other than ‘Australia’ for the address.
• The end customer portal has been updated to show the correct service type names.
• The override finance charges fields have been updated to correctly show a single ‘override’ check box.
• Service Types available in the selection criteria of many reports has been cleaned up to only show the service types relevant to each provider.
• An exception found when modifying the permissions on the end customer portal has been resolved.
• The Cancel package at the end of the billing period has been fixed to remove some processing errors that were detected during certain circumstances.
• A problem found when attempting to create new staff users has been resolved to create the user record correctly.
• The ‘receive manual payment’ event type has been updated to correctly show the payment reference information.
• An error found when saving an order’s authorisation data with a reference number was more than 20 characters has been resolved.
• An exception detected when migrating a package that required a new service to be configured has been resolved.
• On eBill services, the ‘Custom Rate Override’ fields on the ‘View Service’ page have been updated to ensure the tariff hierarchy operates correctly.

3.42.01 - 15 May 2012

Bug Fixes / Minor Changes

• An issue identified with the tax calculation on product purchases has been rectified to ensure the correct price ex tax and tax amount are recorded in the ledger.

3.42.00 - 4 May 2012

New Features / Enhancements

Customer Management Enhancements

• Customer Notes now include information about system events that were generated for the account, such when invoices, reminder notices or other automated emails were sent.
• The Customer > Customer List page now allow you to filter the account list by Account Profile.
• In the Customers > Customer List > View account page, the system now displays notes related to the account at the top of the page indicating any overdue invoices and amounts due. These notes may be minimised or expanded.
• For accounts that are set up as an Organisation, the system now stores and displays the organisation’s address fields and details.
• The system now has the ability to show contact details as being verified with additional fields to show the date the details were verified and by whom. To enable this feature, please contact our Sales team.
• The Contact details in an Account now has new fields for the driver’s license state and expiry date,
• The system now has the ability to show whether the current account has an active TIO case, as well as the TIO case level. To enable this feature, please contact our Sales team.
• The Create Account wizard now allows you to set the customer’s user portal login information, including username, the ability to check the username is not already in use, and password.
• The account’s end user portal username can now be modified if required.

Other Enhancements and New Features

• Invoices shown in Finance > Accounts Receivable > Invoice List now allow actions, such as Approve, Reject, Re-Render, to be performed on many invoices at once. More details are available in the on line help.
• The system now has the ability to create Payment Plans for customers to pay off their account balances over a period of time via installments. More details will be available in the on line help.
• When managing invoices, a confirmation message now appears when the user clicks Approve or Approve – Do Not Send.
• The Pending Payment function’s user interface has been improved to show a ‘Mark as Failed’ button and to display a message to confirm the action.
• The View Usage pages in the end user portal and Cumulus now allows you to select a date range for displaying the service usage.
• When cancelling packages that contain multiple mailboxes, the system will now successfully cancels the entire package if all there are no active mailboxes found that use the same realm i.e. in other packages.
• The Packages and Plans > Management package list page now allows package to be filtered by service type. All packages that contain the service type(s) selected will be displayed.
• The Invoice Delivery template now has the customer’s Username variable available to be added into the email text.
• Support has been added for iSeek TADSL Ull services in the Cyclone provisioning engine.
• A new Event type, Credit Limit Exceeded, has been implemented to trigger when a customer’s account balance exceeds their credit limit. To enable this feature, please our contact our Sales team.
• Data services have been updated to allow the service identifier (i.e. FNN) to be stored ether with a leading “61’ or ‘0’, as required by the each carrier / service provider.
• The semi manual provisioning workflows now have additional support to process service orders that fail provisioning. A semi-manual provisioning request can now be set to ‘rejected’, so the service’s provisioning log is updated accordingly.

Report Updates

• Many reports now have the ability to provide summary information, such as totals or averages, for data such as invoice amounts, amount due, payment amounts etc. In addition, the reports are able to be sorted by the various columns displayed. To enable this functionality for any of your reports, please our contact our Sales team.
• The Reports module has new options to allow more flexible, automated report scheduling, including the ability to set daily/weekly or monthly frequencies as well options to define what day the report is run.

Bug Fixes / Minor Changes

• An exception caused by the external signup portal was resolved, with some minor page layout updates implemented.
• The account ID of the current logged in user now displays in the page footer on every page of the system.
• A bug found in the instalment plan ad hoc payments where the GST was incorrectly calculated has been fixed.
• The payment system (EPS) has been updated to check that payment details are stored correctly before creating and attempting to process an automated payment.
• A problem found when attempting to provision a non-mandatory service on a package with other service types when an order is already in progress has been resolved. The order now correctly processes and provisions all services on the order correctly.
• When aborting a package with multiple services and service identifiers, the system now correctly aborts all services within the package, not just the primary service.
• An exception found when aborting a pre-active service and then attempting to re-allocate it to a new order has been resolve. The user interface will show the Allocate option disabled on services that are aborted.
• Issues found when configuring a new Emersion Email Mailbox have been resolved. The user interface now correctly shows the correct elements and stores the service properties correctly.
• The address fields shown when displaying a Billing Contact on an account now correctly displays all the correct address fields.
• The notification messages display when viewing an account with unallocated services attached to a package have been updated to only show if the package are pre-active or active (i.e. not if they are aborted or cancelled).
• Minor user interface and navigation issues have been resolved in the end user portal and Cumulus discovered when using multiple browser pages.
• When creating or editing a contract, if the ‘no contract’ option is selected as the ‘contract end method’, the information is now correctly saved and processed correctly.
• Rates set to a $0 (zero) value are correctly saved in the database.
• An exception discovered when setting an account’s contract’s date of birth to a date prior to 1956 has been resolved.
• The Edit Rate window has been enhanced with some minor cosmetic changes to improve usability.
• The Receive Payment page has been enhanced with some minor cosmetic changes to improve usability.
• The Take Payment page has been enhanced with some minor cosmetic changes to improve usability.
• When creating a credit on an account, the system now displays the correct confirmation message.
• The amount field labels on the view package page have been updated to indicate inc or ex tax.
• An account’s End User Portal’s Username can now be changed.
• The system now allows user to delete a Product Price point.
• An exception discovered when changing an active service’s static IP address has been fixed.
• The EPS payment processor has been updated to provide more information when payment processing fails.
• A typo in the invoice template when a Bolt On was shown has been fixed.
• An issue found when creating a new data service where the system created an incorrect service identifier containing the user authorisation details has been corrected.
• The invoicing discount calculation has been updated to correct an error discovered where a package chain discount was applied twice.

3.41.00 - 13 March 2012

Bugs Fixes / Minor Changes

• In Finance > Accounts Receivable, the 'Pending Payments' and 'Failed Payments' pages have been replaced with a single 'Payments' tab. Customers can search for any payments in any status.
• Services that require Automatic Provisioning can no longer be activated in Cumulus.
• Services that are configured for Semi Manual Provisioning can now only be activated by the Provisioning Account ID
• When "Creating Immediate Invoices", the Auto-Approve box will be unticked by default. If the customer ticks it and attempts to proceed, they will be asked to confirm
• During a 'Migration', a user can 'Cancel' and return to their originating Package Subscription
• Emersion Provisioning System can now trigger an Event to be sent to an SP where a new Service Record is received for a service that is not in Cumulus (Automatically Provisioned Service Types only)
• Write Off. Removed 'Auto Allocate' tickbox. Provided better confirmation box on clicking 'Submit'
• Package Chain Discounts will be end dated when Package Subscriptions are cancelled
• Bulk Payment will now validate to make sure that the file is valid and only import payments for accounts I "own"
• Receiving a payment for an account with a pending invoice will force the invoice to be reconciled and re-rendered.
• Paper invoice fees were only being generated for customers that had the Delivery Method of POST set at their level. This meant that if an SP had a default invoice delivery method of post that was not being overidden at the customer level, paper invoice fees were not being generated.
• On creating a NEW BPay reference (through Admin > BPAY Details), there was no validation around the Reference Number Length and Prefix, so customers could create BPAY details with a required Reference Number Length of 1 (and then break the Payment Methods page when it tries to create the BPAY Reference). This has been fixed
• On Ledger Cardlines, Package Chain Discounts were being created but with incomplete descriptions. This has been fixed.
• Cancel Package Subscription function now allows you to:
  • Cancel Immediately
  • Cancel at End Of Date
  • Cancel at End Of Period
  • Cancel on Specific day - Note that you cannot cancel on a day prior to the beginning of the current Package Period
• Invoices were being generated showing transactions resulting from 'Credit' Invoices being cleaned up (a debit and an unallocated Payment). This was confusing customers. These transactions will now no longer display
• Various small UI improvements. Including but not limited to;
  • Logical List Sort Order Improvements (eg. Services > Orders now sorts by order date DESC so the newest order is at the top)
  • Spelling errors fixed
  • Logical notifications added to certain events

3.40.01 – 25 January 2012

End User Portal Updates

• The end user portal has been modified to no longer allow a customer to add, modify or delete their direct debit payment details.
• Extra checking has been implemented to prevent a customer attempting to make a payment through the end user portal when no payment details have been set up.
• The end user portal now correctly displays customer contact details for all address types (i.e. standard, unit/complex, postal address/PO box, and unstructured).
• The end user portal now allows the customer to elect to save their credit card details when making a payment. Their account details will be updated with the credit card details entered.

Bug Fixes / Minor Changes

• An exception caused by a user searching for an invoice using the System Search field without entering any data has been resolved.
• An internal error found when viewing the Customer List > Customer > Organisation page has been resolved.
• When migrating a package, the system will now only show destination packages within the same contract pool as the current package subscription being migrated. If you wish to migrate to a plan outside the current contract pool, you will need to break the contract via the View Package Subscription page.
• A permissions issue found when viewing a customer’s transaction has been resolved.
• When searching for a BPay Ref Number using the System Search field it now correctly returns matching payments records.
• An exception caused when saving a note against a customer record in the Customer List > Customer > Notes page has been resolved.
• The Account Balance shown in Customer List now displays tax inclusive, not tax exclusive
• A problem found when approving invoices and un-ticking the “Reset Issue Date to Today and Due Date as per terms when approved” checkbox was fixed.

3.40.00 – 23 January 2012

New Features / Enhancements

Accounts

• The Customer List > Customer > Contacts page has been redesigned to show all the account contacts in a list for easy selection. You can now create as many contacts against an account as is required. Previously only three contacts were available.
• Each account contact can now have up to 10 email addresses stored against it. Multiple email address fields can be created on the Edit Contact Details page.
• A new Transactions tab is now available in the Customer Account page. It lists all the customer’s invoices and payments. This list is also available in the Finance > Accounts Receivable > Transactions tab.
• The Customer List page has a new column, Account Balance, which shows each customer’s balance. Current amounts due are shown highlighted in orange, while overdue amounts (>14 days) are highlighted in red.
• The Receive Payment, Invoice List, and Unallocated functions under Finance > Accounts Receivable now show the Account Balances highlighted in orange for amounts currently due, and in red for overdue amounts (>14 days).
• The Customer details page has a new field, Account Tax Rate, to allow different tax rates to be applied to individual customers. If not set, the system uses the default tax rate.

Events

• A new Event type, “Package Activated” has been implemented that can be triggered when a new service subscription is activated. Further information about Events is available in the wiki.
• The Invoice Due event type now has an additional variable available, ‘Amount Due Inc GST’, which can be added to the email template.
• The Event Template function has been modified to now only allow an invoice to be attached to event types that are invoice centric.

Cardlines

• The Create New Unallocated Cardline function has been enhanced so the cardline amount can now be entered either inclusive or exclusive of. tax. The system automatically calculates the tax amount. In addition, the ‘Covers from’ and ‘Covers to’ date fields have been removed as they were not relevant to pending cardlines.

User Portal

• A new feature has been implemented on the Customer List > Portal function that shows the number of login attempts a customer has made in the user portal. It also shows whether the customer is locked out and allows you to unlock the customer’s user portal access.
• The Payment Account module in the user portal now allows the customer to set up their payment details i.e. credit card or direct debit information.

Reports

• The system now supports the scheduling and automatic generation of many system reports. A new ‘Report Schedule’ button is available on the updated reports that allows you to nominate the frequency to automatically run the report.

Product Management

• A new Product Management module is now available that allows you to create and manage your products and pricing points. Full details are available in the wiki and the new Products Management User Manual.

Cancellations

• An error found when a package subscription was cancelled with the ‘Cancel on a specific date’ option has been rectified to ensure credits are calculated correctly.
• When cancelling service types that have a service identifier realm, such as Emersion email domains and DNS hosting, the system will now check for active mailboxes and not allow the service to be cancelled if any exist. All active mailboxes attached to the service must be cancelled before cancelling the service.
• A new option is available (permission controlled) that allows service types that are manually provisioned to be cancelled immediately, without going into ‘Pending Provisioning Cancel’ status.

Minor Enhancements

• The Customer List > Customer > Package Subscriptions page has been enhanced to show an updated Package Subscription ID column and a new ‘View Customer’ button to easily return to viewing the customer account details.
• The Finance > Accounts Receivable > Receive Payment page now has a new search field that allows you to locate a customer by the customer’s invoice number.
• The Finance > Accounts Receivable > Pending Payments and Failed Payments pages now has a new search field that allows you to locate a payment by the Electronic Payment ID.
• The Electronic Payment System (EPS) has been updated so direct debit payments are not retried after the first failed attempt. The system will update the payment information for the customer as ‘Suspended by the System’. Previously, EPS would re-try the direct debit three times.
• The Finance > Accounts Receivable > Invoice List page will now show the list of invoices sorted in Date Issued order.
• The system now has better page handling when the same system pages is opened in two different browser tabs or windows to reduce errors and produce more consistent results.
• The system has new navigation controls on all functions that show lists with multiple pages of data. Left and Right arrows bedside the page numbers allow easy navigation to next and previous pages.
• If a package subscription is set with a start date in the future, the system now prevents users from migrating or cancelling these packages.
• The Customer List > Customer > Pending Ledger Cardlines function now has a Cancel button to allow you to cancel the creation of an immediate invoice.
• The Service > Migrations function now allows you to set a package migration to be scheduled to occur on the current date, at the end of package period, or at a nominated future date. Scheduled migrations can also be edited or cancelled.
• The finance charges used for processing payment surcharges (e.g. 3% surcharge when paying by Mastercard etc) now correctly allows difference surcharges to be applied against each card type.

Bug Fixes / Minor Changes

• An exception found with the data mapping on services that require semi-manual provisioning has been resolved.
• An error that occurred when an email domain or domain registration service type was edited has been fixed.
• Some reports were found to display not starting on page 1. This has now been corrected.
• The contract break out fee calculated when using the break out method of ‘Remaining Value (Initial)’ now calculates the correct fee amount.
• An exception found when trying to view usage data on a service that was cancelled has been resolved.
• The User Portal Access setting on the customer’s account records now correctly controls access to the end user portal.
• When creating a new service and setting the service activation date to a date prior to the current date, the selected date is now correctly saved in the service details.
• A problem found when message temples used in Events contains complex html has been resolved. When an Event template is saved, the system now performs additional checking and clean-up of the content before saving.
• When aborting a package subscription for a customer, though the system processed correctly, a blank screen was displayed. The system now returns to the account’s package subscriptions list.
• An issue found related to checktype identifiers that caused an internal errors was resolved.
• The system has been updated to prevent both a product rate’s markup and a price to be saved as NULL. The system now only allows a price or a markup to be set on rate, not both.
• The Group Cap field in Package Plans has been fixed to only be active when there is an associated telephony service in the package.
• The Customer > Payment Methods now only allows payment details to be set up if the corresponding payment type is set up for the service provider.
• An issue found when viewing initialised service subscriptions now shows more informative error messages.
• Write Offs now correctly create the necessary ledger adjustment transactions.
• Issues discovered during package migrations that resulted in some migrations not working correctly have been resolved.