ReleaseNotes/2017

Release Notes 4.04.00 - 13th July 2017

Reports

The Summary of SMSs sent report has been updated. When an SMS message exceeds 160 characters, the message is split over multiple SMSs. Previously the report counted this as 1 single message. The report will now count each individual SMS that was needed to deliver the message.

Release Notes 4.04.00 - 17th May 2017

Enhancements

Additional fees may apply to have these features activated and configured. Some features may also attract a monthly subscription fee. Please contact Emersion Sales if you are interested in these features.

Data Retention

Emersion has completed it's implementation and roll out of the data retention strategy compliant with the Federal government's data retention scheme. Contact sales for further information.

Reports

Emersion has enhanced the Reports framework so that Emersion can control which reports must be exported to CSV and which can be run in the Cumulus user interface. This increases the stability of the system by ensuring larger and more complex reports are run in a way that will not degrade system performance. Users who run larger reports will no longer have to wait for the report to finish and render on the page. Any reports that have been altered will now prompt the user to see the Generated Reports section and download the report.

APIs

Emersion have added new APIs related to placing orders

• GetServiceAddressRequirements
• SetServiceAddress
• SetServiceConfigurationRequirements

A new GetAccounts will retrieve a list of accounts.

A new GetPackageSubscriptions method will retrieve all package subscriptions for an account.

Service Identifiers

The service identifier management screens and rules have undergone a major revamp to make the experience more friendly to users while solidifying the business rules that prevent users from configuring service identifiers incorrectly, particularly the rules around the core identifier. The help pages related to service identifiers and the management of these identifiers has also been updated.

Update Account Invoice Approval Status

Emersion have introduced a new bulk update tool so service providers can bulk change the status of a customer's invoice approval setting (Auto Approve or No Auto Approve). See this article for further information.

Service Types

All Service Types

Fixed an issue where users could not complete a change of ownership ('CHOWN') order for service types where no SQ was needed.

Telstra DSL

Emersion now integrates with the Telstra LOLIG / LOLO platforms to support fully automated provisioning for the Telstra DSL service type.

AAPT NwB (National Wholesale Broadband)

the Service Types for AAPT NwB (Broadband Connect L2/L3) now accept the 5xxxxxx number from AAPT core service identifiers.

Other Enhancements

These enhancements have been made available to all subscribers.

Pro rata and In arrears Billing Calculations, and Discounting

Over the last several years, Emersion has introduced new features and functions that affect pro rata and in arrears calculations. Ways to provide discounts have grown over time and now include:

• Access fee discounts for package plans
• Access fee discounts for service plans
• Service feature discounts
• Bulk access fee override discounts
• Package chain discounts
• Contract discounts, fixed length and percentage
• Contract credits

These features are designed to have an affect on prorated and in arrears calculations during package migrations, service type migrations, cancellations and upgrades. Emersion has taken the opportunity to streamline these processes for both availability and robustness. We have also taken the time to clarify the business rules around these processes.

Such a fundamental undertaking has incredible benefits, but we acknowledge the nature of the changes come with inherit risks. Our development team has worked hard in the last two months to eliminate or mitigate all known risks and have applied our testing resources with the goal of ensuring the transition is seamless and transparent. While Emersion is confident in our quality assurance processes, we cannot guarantee there will be no negative impacts.

As a precautionary measure, we recommend Emersion clients temporarily disable the auto-approval function for invoices, and manually check invoices until you are comfortable there are no unforeseen impacts to your customers' bills.

How to Disable the Auto-approval Function for Invoices

A report will tell you which of your customers are configured to have their invoices automatically approved. You can find this report under:

NAV: Reports > List All > Finance

The report titled Account Profile and Invoice Status Report (id: 137) will show you your customer's auto approval setting for their invoice.

This report can be used to perform a bulk update and alter the status of account invoice approval setting (Auto Approve or No Auto Approve). When you are satisfied there are no negative impacts, repeat the process to restore the invoice approval settings of your customers.

Disputes

Emersion has significantly enhanced our invoice dispute features. Any existing disputes have been migrated to the new structure. Read all about the new disputes enhancements here.

Minor changes

• Emersion now supports new business rules for NZ landline numbers inside of contacts. The validation has been updated to accept a minimum of 6 digits, or 9 digits or greater"

• An Electronic Payment ID is a new variable in the Manual Payment Received event template (event type ID: 17).

• Two new variables have been added to the Account Package Migrate event (event type id 5)
• Account Holder's Name
• Account Number

• The Order Confirmation screen in the order wizard now displays any unallocated service plans from a package.

• The Xero integration has been updated so that it will check and apply credits as per the individual allocations within the Xero credit note and not apply the whole value of the credit note against the first invoice against the allocation.

• A new tick box in the Manual Provisioning search facility allows users to display/hide future-dated migrations.

• The Services By Service Types with Primary Identifier Report report (id: 827) has been updated to include the vanity identifier and service subscription id

Bug Fixes

• We have fixed an issue where the system was not correctly accounting for the opening balance on invoices created after a product purchase.

• We have fixed an issue with the copy address function in the Create Customer wizard that caused it to fail when creating Organisation customers who were based in New Zealand.

• When a user is updating a ledger cardline, credit levels will now be enforced.

• We have removed the Commissions and Product Inventory sub tabs from the main screen of a credit product.

• The product purchases process has been modified to check credit levels for individual cart items in addition to validating credit levels against the sum of all items in the cart.

• Fixed an issue with the Service Desk module creating duplicate tickets via inbound emails.

• We have fixed an issue with the Configure button was failing to load the next page when users were allocating an unallocated service subscription to a subscription.

• Fixed the Services > List All search preventing users from performing a search on the fields under the Service Address section when the service provider's location is New Zealand.

• In the ServiceList API, the system will now only return the most-recent service identifiers with no end date.

• The UpdateAccount API no longer demands a Cumulus User as mandatory.

• Fixed an issue with the Table List view on the Services > List All page that caused it to only show the default view.

• Agents are no longer prevented from performing CHOWN and upgrade orders.

• Users can now set the contact type for service contacts via the sign up portal that was preventing orders from being completed.

• Fixed a problem preventing partial refunds from appearing on invoices.

• Fixed the fact that the Pay By Phone section on the invoice template was showing/not showing based on the wrong field.

• Fixed an issue that was preventing users from performing a CHOWN or Upgrade between end user accounts and agent accounts.

• A bug in the GNAF address importer has been rectified.

• The Identify and Re-identify functions in the Service Desk module will now function without throwing errors.

• The search filters in the Service Desk Request' List and the My Tickets' list will now stick during pagination.

• A bug was fixed in the order process leading to users being unable to tick terms and conditions when the browser zoom was not 100%.

Release Notes 4.03.00 - 16 February 2017

Enhancements

Additional fees may apply to have these features activated and configured. Some features may also attract a monthly subscription fee. Please contact Emersion Sales if you are interested in these features.

Reports

Emersion has enhanced the Reports framework so that Emersion can control which reports must be exported to CSV and which can be run in the Cumulus user interface. This increases the stabilty of the system by ensuring larger and more complex reports are run in a way that will not degrade system performance.

Enhancements to Xero Integration

The system will now check your Xero connection regularly. If Emersion is unable to contact the Xero platform (API) 5 times within the last hour, Emersion will automatically disable the Xero configutation. This is to prevent Xero from locking your access to the API due to excessive load. In this case, Emersion will:

• disable the Xero Configuration
• Create an SR ticket in the Emersion Service Desk portal to manage the situation with you.

See the Xero troubleshooting guide to understand how you can proactively manage Xero connection issues.

Emersion have introduced a Portal Login search option in the Quick Search and the Customer List for users to quickly retrieve an account based on the End User Portal username. In addition, usernames are displayed in view mode on the Customer > User Portal screen.

Minor Enhancements

These enhancements are available to all customers.

• We have updated the Reject Invoice function so that it automatically creates a ticket in the new Emersion Service Desk when the rejection is flagged as Emersion to Action. The help page on this function has also undergone an update. Read more the reject invoice function.

Additional date filters have been added to the Customer > Payment and Finance > Payment screens. This will search against the ledger transaction date, not the vanity payment date.

Bug Fixes

• We have fixed a bug with the Download to CSV function that was ignoring the search filters. The system will now only export the filtered results.

• We have fixed a presentation issue causing the page to render some HTML characters around the customer name in a Service Deck ticket.

• The Packages & Plans > Package Plan list screen was showing $0.00 when the package access fee was not set. This will now show an empty cell if not set. If your package plan access fee is actually $0.00, this will be shown.

• Fixed a bug that requested in the Packages & Plans > Contract Type users to provide tiers information when the Breakout Method was not set to 'Tiered'.

• Fixed a defect causing the disclaimer to appear twice on the Emersion Standard Invoice template.

Release Notes 4.02.00 - 2 February 2017

Enhancements

Additional fees may apply to have these features activated and configured. Some features may also attract a monthly subscription fee. Please contact Emersion Sales if you are interested in these features.

Postal Invoice Delivery

Emersion can now can gather up invoices marked for postal delivery and push the PDF files to a specific location for collection and distribution via a mail house. We can push individual PDFs or zip into a compressed file. Delivery can be made to a location on our network, or to an external FTP/SFTP location.

See this article for further information.

General Enhancements

These enhancements are available to all customers.

Credit Products

Emersion have introduced a new type of product, 'credits'. See this article for further information.

Minor Enhancements

These enhancements are available to all customers.

• We have corrected the incorrect spelling of "Instalment" in several public-facing places.

Bug Fixes

• We have fixed a bug preventing users from submitting an order for a package plan that contained a service plan with a quantity greater than 1. For those with plans of this natiure, you will only be able to perform one SQ and complete the configuration details for the service that has been service qualified. After the order is submitted, any subsequent services can be manually allocated.

• A text update has been made on the Customer > Order History page to fix a grammatical error.

• Fixed an issue preventing users from downloading a CSV file of payments.

• Fixed an issue preventing users from bulk importing payments.

Release Notes 4.01.00 - 18 January 2017

Enhancements

Additional fees may apply to have these features activated and configured. Some features may also attract a monthly subscription fee. Please contact Emersion Sales if you are interested in these features.

Early Upgrade

A new report to compliment the Early Upgrade feature has been released. The new report can be found under Reports > List all > Packages tab. The report name is 'Orders with waived ETFs' and returns a list of orders that have had any early upgrade fee waived.

Service Types

The following changes have been made to service types.

AAPT National Wholesale Broadband (NwB)

These change affect the following service types:

• Broadband Connect - L2
• Broadband Connect - L3

Site Contact

The AAPT NwB service types have been altered to accept a site contact during the service configuration step in an order.

This contact will be used in provisioning via FrontierLink instead of the primary contact of the account.

Order Contact

The default order contact was previously only able to use the primary contact of the service provider's account. The order contact can now be optionally set using the following values:

• AAPT_ORDER_CONTACT_FIRSTNAME
• AAPT_ORDER_CONTACT_LASTNAME
• AAPT_ORDER_CONTACT_PHONE
• AAPT_ORDER_CONTACT_EMAIL

To have us configure the order contact to these values and not the primary contact of the service provider's, please submit a Service Desk ticket to Emersion requesting the change. This contact will be used in provisioning via FrontierLink instead of the primary contact of the account. Users cannot set these values via Cumulus themselves.

Payment Plans =

Payment Plans has some additional fields added:

1. Customer Payment Plans Tab
   1. Created by: The full name of the user who created the payment plan
   2. Modified by: The full name of the user who last modified the plan
   3. Last modified date

1. Finance Payment Plans Tab
   1. Created by: The full name of the user who created the payment plan
   2. Modified by: The full name of the user who last modified the plan
   3. Last modified date

1. In the Payment Plan Detail Screen
   1. Created by: The full name of the user who created the payment plan
   2. Modified by: The full name of the user who last modified the plan
   3. Last modified date

General Enhancements

These enhancements are available to all customers.

Load Balancing

Emersion have introduced load balancing across web servers to achieve a holistic boost in the performance of the system.

Selecting Service Types in an Order

Previously when a user commenced a new order, one of the first steps in the process is to select the service type(s) that are needed. The selection then filters the list of package plans that can be chosen. As of this release, unless there is an saleable package plan with the service type included, the service type will not be an option to select from.

Support for Internationalisation Support - New Zealand

New address layouts have been implemented to support New Zealand address formats.

New Tax types have been added to Cumulus to support NZ tax.

Cumulus now supports filtering the list of banks that displays for direct debit settings based on country.

Minor Enhancements

• The Account Status and Account Status Reason will now display in the notifications area of a customer when the account is cancelled.

• The Bulk Import Payment successful notification now includes the file name of the file that contained the data for import.

Bug Fixes

• Fixed a page load issue on the Package Subscription > Customer Contacts tab.

• Fixed an issue in CHOWNS and UPGRADES that prevented the transfer of some service property values.

• Fixed an error that occurred when the user set the commission fields during a product purchase.

• Fixed the Billing cycle date variable in the Service Activation Event so it populates with data.