Revision as of 18:55, 17 June 2013

Emersion Software Systems Release Notes

3.48.00 - 17 June 2013

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Enhancements

Account Management

Added account status to all the tabs under Finance - Accounts Receivable and added account status as a filter.
Add new display notification for restricted accounts.

Wholesale Account Management

When suspending an account via the UI, you will only be turning off service types from order and allocation that they buy from you, and not all of them that they may purchase from other sources.
Added what billing method a client RSP account is using, if you are logged in as a wholesaler.

API

SEE SALES for access to API Functionality (Setup Fees and an API Agreement Required).
Added a new method to the API called CreatePayment, which allows like for like functionality to the Receive Payment UI under Cumulus.
API - Upgraded the CreateSession API call in the UserPortalInterface endpoint to provide a password parameter allowing full session login capability on the user portal interface. Please note the token will only work on the same RSP portal as the account ID that the token was authenticated against.

Cardlines

Added to Pending Ledger Cardlines 'Ledger Cardline ID' as a search option
The ledger code mapping interface has had it's result list modified such that now available ledger codes for your service list should appear plus Ledger codes you created.
We have reworked the manage cardlines interface under a customers invoice to be more in line with the generic cardline management interface under Finance -> Accounts Receivable -> Ledger Cardlines.
You can now edit a purchase note via the cardline management. We have also streamlined the way adding new cardlines works in terms of date and vanity date management.

Point of Sale

Tabs added to Purchase
Changed the default behaviour for 'Create Single Cardline for All Items' under an outright purchase of more than 1 item to be checked rather than unchecked.

General

Added the ability for customers to download the customer list via CSV.
Allowed the Service -> List All interface to be exported to CSV.
Tax interfaces in the system will now select the default tax type set against the system or your account if the value is not already set for the particular interface.
Changed colours and font size used in tabs and subtabs under the main interface for better visibility in low resolution screens and projectors.
Ensured that the login procedure is robust enough to handle multiple sessions under the same user in multiple tabs on a browser. Please note that logging in under multiple different users in different tabs in the SAME browser is NOT supported by Cumulus.
Modified a number of user interface bugs with our Javascript libraries to ensure broader browser compatibility.

Invoice Management

A modification to invoice management has been made allowing usage cardlines to be de-allocated but not deleted. This allows usage cardlines to be moved around between invoices on a customer. If you require a usage Cardline to be deleted a billable ticket is required)
Added Start and End Date to the Finance Invoice List to enable easier identification of periods.
Fixed a bug that was causing bolt on cardlines to use the internal plan name rather than the external.
Instead of changing the status to pending, any time you re-render a rejected invoice the status is not changed (rejected invoices will return to rejected after being rendered).
Changed logic to enable users to set invoice due date to the same day as invoice issue date.
Updated the package plans configuration screen to have extra configuration for the first and second invoice period.
When rendering an invoice with a high number of calls which removes itemisation, a message has been added to state this (rather then blank).

Package and Plans

Added a description of the unit type for the Initial Free field when editing a rate against a tariff.
Added search ability to be able to find a package group by name easily under Catalogue Management.
General Improvements to the Packages and Plans UI making the lists more consistent and adding search criteria.
Improved the error message to be more informative when you cannot add a rate card due to a broken rate card in question.
In the Package Plan Creation form, the Bill Access Fee has now a default value: Advance and the Period Length: 1 month. Also, the Access Fee Pro-rata is now mandatory.
In the Service and Equipment Rate Cards management page, the list of all service plans a given product rate card is associated with will appear when editing a rate card
Increased the size of the service type category box on the Plans -> Rate Card list interface.
Modified the package plan UI to allow linking to the bolt on plans that are connected in a similar vein to the service plan linkage.
Modified the rate card UI to show a message if the rate card lives under a group tariff or not.
The UI now shows the length of the package period of the service plan you are trying to link to a package plan, to ensure there are no incompatibilities with period length of underlying services under a package.
UI Improvements for Packages and Plans pages
Update rate card management page to use tabs
Updated the UI to show the tax type relevant to the package plan, service plan and bolt on plan in the package management area
Extended Service Feature Type management within the Service Plan UI.

Payments

Added a new feature to allow adding a pay by phone biller code to the payment methods on a regular retail invoice. If you would like more information about this feature please see your account manager.
Assigning payment methods to customers has been redesigned into tabs to ensure that the interface is easier to use and less errors can be made administrating a customers payment methods.
Payments now have the ability to store an external reference date for more information on when the payment was actually processed by the vendor in question.
Streamlined the menu options and configuration around BPAY biller management for an RSP.
Streamlined the payments interface for a customer under the new payments tab - take payment and receive payment have been moved there and a new tab shows you the payments taken for the current customer.
Updated the payment methods screen to allow the finance charges on a credit card to be updated without changing the credit card details.

Products

Add ability to add point of sale greater than 20 items in the one cart.
Added an alphabetical sorting of product names when attempting to setup a product purchase under a customer.
Added an information button on the manage inventory screen to link to useful instructions on the wiki.
Manage Inventory list section updated to support easier navigation to see Customers - Purchase list page based on Sold To column.
Product Management - New Ledger Code Text Box field now resets Custom Ledger Code select box to default value which otherwise require manually resetting value while creating new ledger code.

Provisioning

Cleaned up Service Feature activation / deactivation based on inbound on-off records for Telstra ebill.
Corrected an issue causing an exception when trying to query the PUK number of a Telstra 3G mobile service.
Fixed a bug where AAPT DSL services in a multi service package had a chance to pass the SQ but return no valid plans for selection.
Have added a method to prevent billing only service feature types from being able to be ordered via the order process, thus creating possible double up of a service feature against a subscription in Telstra eBill.
Added Service Multiplier capability per Service type (configurable by Emersion) and UI updates to Service Multiplier.
Modified the UI for a new service order to display what forced bolt on plans are being processed against said new order, dependent upon the plan configuration.
The manual provisioning interface has been extended to allow clearing of provisioning halted in the case of manual and semi-manual provisioning systems (and auto provisioning systems with the semi manual extension).
Updated a provisioning outcome that was causing an AAPT cancel order to be continuously attempted by Cyclone.
Upgraded a process for 3G bolt on / feature provisioning that will not contact LOLIG if the underlying service subscription has already been cancelled in LOLIG
We have improved the Service -> List All and Service -> Manual Provisioning interfaces to allow easier ways to identify and find provisioning halted services.

Quarantine

Improved the quarantine management pages with more complete SQL so that all possible quarantine reasons can be more easily identified and corrected by customers )or escalated to Emersion)
Improved Quarantine Reports to match the UI.

Rating

Extended Automatic Product Creation in Telstra to include the BEC (Billing Element Code) in the product NAME.

Reports

Added Dropdowns for Carrier and Carrier File Type to assist customers in filtering reports better in Quarantine and other reports.
Updated the report utilities interface to have some new dropdowns to enable better reporting facilities for quarantine.
You can now override the default email recipient on a scheduled report for a specific recipient on each scheduled report setup.

Service Subscription Management

A Vanity Identifier search filter has been added in the Service Subscriptions page.
Can see Qty of Service Multiplier on List Pages.
Improved the data consistency presented in a number of service lists in the UI.
Correctly moved the service feature history to it's own tab under service subscriptions.
Enhanced package cancellation process so that within 90 days, a particular service subscription being cancelled in the package can be marked as reverse churn in for provisioning purposes.
Extended the IP management service features to be able to utilize the new IP management toolset. If you wish to know more about the IP management toolset please contact your account manager.
Provide the ability for a user to backdate a service identifier when creating a new identifier (if identifier management is available for the Service Type)
Services -> List All page now has the ability to search by vanity identifier as well as regular identifier.
Services managed by Emersion RADIUS now show a warning label if the account is not set to active to assist troubleshooting on the service.
The view usage screen against a service subscription now lists usage in it's unit measurement and the totals for the usage columns at the bottom
There is now a new tab that lets you manage non-auth and non-core identifiers against a service allowing collection of usage to be made easier against a service for Service Types where this is enabled.
Updated the package and service cancel buttons to have confirmation boxes.
Updated the UI when displaying a package subscription with more verbose explanations of the external and internal package it is attached to

System Events

Adjusted a number of event template variables and extended the variable set on a number of event types.

User Management

A number of user generated actions in a user portal now generate notes against an account. If a customer makes a payment, changes their primary or billing contact or modifies a secondary contact in any way, a note is generated.
Added a new feature to allow userportal users to change their password once they have successfully logged into their account.
Added a password strength meter to UserPortal
The UI around creating a new staff user for Cumulus has been improved to be more in line with the Customer -> Contact management interface.

Bug Fixes / Minor Changes

Corrected the links to usage pages which were unavailable for certain types of service types.
Ensured that orders had successful FNN's before trying to make an order line in a Unitel M2 activity file.
Fixed a bug preventing invoice resend from working twice on the same day.
Fixed a bug where complex address types were missing a road address name in their output.
Fixed a bug where you could not save a rate override with an empty maximum value.
Fixed a bug which was causing tax values on product purchases to display with 3 decimal places as a unit price inc tax value.
Fixed a problem cancelling a package where a subscription has a mandatory bolt on which was causing an exception on the cancel process.
Fixed a problem that was causing the event subsystem to throw exceptions when a template was missing.
Fixed a problem where Cyclone would abort a bolt on subscription for Telstra 3G when the MSN had the products already installed, changed the behaviour in this case to activate instead of aborting.
Fixed a problem with identifiers causing the display of cardlines to look like they were duplicating in a number of interfaces in the system.
Fixed a problem with non-zero product purchases being reverted to zero dollar purchases.
Fixed a problem with the blank identifiers created when editing the range of a ranged service type.
Fixed a problem with the Service -> List All list in some browser configurations.
Fixed an exploit that allowed a user to delete or de-allocate a cardline from an invoice that was approved, or a cardline that is a usage cardline.
Fixed an interface bug that prevented a user from getting back to the package subscription when cancelling a potential migration setup on the package.
Fixed the default location when logging in as a useradmin@domain user in Cumulus.
Improved the validation on entering a drivers licence to prevent an exception from a text entry that is too long.
Rectified issue causing Ledger Mapping download function to display invalid data in the exported file.
Other miscellaneous changes.

3.47.00 - 14 March 2013

New Features

Package and Plan links

There is now a new feature to be able to link the actions of one package subscription against another set of packages in a grouping mechanism. Please contact sales if you are interested in this feature.

Import Payments

The import payment file system has been modified so that you can directly reference what invoice to allocate a payment to. Please contact support for more information on this feature.

Account Security

Finance > Securities has been refactored into Account Security and permissions added

System Notes

Added ability to attach a file with a note

Clone Package

Created the ability to clone a Package Plan. Please contact sales if you would like further information.

Enhancements

User Interface Optimisations

Point of Sale

You are now able to activate Service Subscriptions on a date up to 6 months in the future
The Purchase tab has been cleaned up so you can now only see items you have sold
Improved the new order configuration interface by providing more information on what service you are configuring and the plan it is attached to

Product Management

Product management has been extended to handle multiple types of barcodes and outright purchase has been upgraded to handle searching for said barcodes

Invoices

Pay on approval has been added as a method for certain invoice types
Added ability to choose whether an invoice is viewable in the End User Portal
Changed the way BPAY looks in invoices that have it as a payment method
Added functionality to allow the bulk creation of new pending invoices where there are no outstanding cardlines
Fixed bug causing tabs to disappear after you save when managing an invoice
Finance > Invoice list now sorted from newest to oldest (descending)
Corrected a number of issues which may have caused the summary of charges on an invoice to be incorrect in comparison to the overall charge which was correct
Updated Manage Invoice UI to increase the amount of relevant and useable data presented on the page

Account Creation

You are now able to create an account and backdate it up to 6 months (as long as this falls within the start/end date of the parent account)
Have allowed a way to make the export reference a mandatory field when setting up a new customer. Please see support if you would like this feature turned on.
When creating a Retail account from a Wholesaler, the default for Batch invoicing is now ON
Changed new account wizard so that Government Organisation types do not require an ABN

Quarantine

Added SUM and export to CSV to Billing > Quarantine > BMS tabs
Quarantine - Non Existent Services query fixed - put into tabs
Added a new column for FNN Terminated to the Telephony Usage page

Account Securities

You can assign a note to a new form of security
Added ability to have more than one account security on a customer

Reports Engine

Download link now does not appear in the generated reports section unless the report has been generated successfully
Corrected a problem that was causing reports to lose their result set when a sorting column was clicked to re-order the results
Corrected a naming issue with generated report attachments in emails having a very large path name
Fixed system bug causing scheduled reports to not be delivered after 3.46 release

Events Message Queue

Enhanced useability of Message Queue page to show details of events
Available Variables
Added the Account Name variable to the Automated and Manual Payment events
Added "Total Balance Inc Tax" as a variable to the "Exceeded Credit Limit" event
Repositioned list of Event Template variables to sit beside content window
Fixed the event variables pop up floating around the screen
Previous balance variable corrected to pull the previous balance from the invoice table

Provisioning

Fixed an error caused by no possible set of reasons available when reactivating a 3G service via the UI
Removed abort option from service types that are not able to be aborted when in preactive status
Fixed bug for Services > Provisioning which showed all services provisioned instead of just services for that account
Fixed bug causing SQ during order to list Packages where SQ failed

Service Types

Service types can now be configured to completely skip their pre-programmed automatic provisioning step and act like a manually provisioned service. Please contact support for more information on this feature.
AAPT DSL service type has been significantly upgraded to handle all possible endpoints and features. (Change username/password, enquire service, radius reset, change profile and rebuild service added to the service options). If you would like more information on obtaining the AAPT DSL service type please contact sales.
Corrected an issue where churns for Telstra eBill services were creating '61' as an identifier
Fixed bug where Service Identifiers for certain Service Types were having '0' overwritten to '61'

Permissions

Ongoing work has been occurring in reviewing the way permissions and the permissions system work in order to streamline it
Cleaned up some permission problems with certain features in a client’s userportal menu setting
Fixed Nominated Number Pool tab appearing without correct permissions applied

Plan Statuses

Corrected issue causing packages "Cancelled as of End Of Day" to be cancelled at the end of the previous day
Fixed an error where you could not define a product to be available to be sold for 1 day only

View Service UI

There has been a rearrangement of the way that the service subscription page works from being completely inline to a more streamlined tabbed interface.
Bug fixed causing error to be thrown when trying to view usage on a service
Updated layout of View Usage to present more relevant and useable information
The view usage lists do not auto-load anymore; it waits for input from the period you wish to view.
Added ability to store a service address against a service
Tabs under a service subscription have been added to view and manage your identifiers
Added the ability to see Core Identifier, Auth Identifier and Provisioning Identifiers in the Service Identifiers tab of the Service Subscription
Added a new tab for Service Qualification details inside Service Subscription

Packages and Plans UI

Updated Creation Wizard for Package Plans so that the service plan can be linked straight away
Added a search filter for tariffs to Packages and Plans > Management > Rate Card
Fixed bug causing Per Period Credit or Surcharge on a Package Subscription figures to be rounded
Corrected issue where clicking on a rate card would take you back to the Service Plan list
Contract is now displayed even If the package plan is no longer part of a contract pool
Fixed issue where the Sort Key was not being saved when editing a package

Catalogue Management UI

Filters added to the Plan Package Catalogue Management page to increase useability

Linking

Corrected issue where you were able to link a service plan to a package which already contaned a service of that type
Corrected bug which allowed a service plan to be linked to a package plan with a quantity of 0
Added ability to link a Product Rate Card to a Service Plan up to 6 months in arrears

Migrating

Fixed potential problems with the migrate process not being able to handle a contracted package that is no longer part of a contract pool.
You can now only migrate a package subscription to a package that has the same quantity of services or the additional services will be cancelled during the migration
Corrected bug causing a configure link to appear for a service you haven't requested to add when migrating

Manage Userportal

Cleaned up the interface for setting and managing a userportal or Cumulus login

Profiles

Account profile moved to its own tab
Default Account Profile
Added ability to set default profile in the UI

Performance

Improved Manual Provisioning page to increase speed of query returned

'General UI Improvements'

Street Type drop down in Contact Details is now sorted alphabetically
Added Tariff label to main BoltOn display
The release notes link at the bottom of the cumulus screen has been made larger and now says 'Release'

List Items

Subtotals on lists have been corrected and now each page has a subtotal in addition to the grand total on the last page
There is now a count of login attempts on the admin > staff list
Added Export Ref to Customer > Account > List page
Changed "Service Identifier" search box to "Contact Number" in Customers > Customer List

Bug Fixes / Minor Changes

Can now use apostrophes in Organisation Names
Approved By is now populated by correct data in the plan management interface
Removed random "<" on the Edit Service Plan page
You can now enter a full stop in a username for the End User Portal
Fixed a bug where you could not search for non-core service identifiers against a customers package set
Removed excess Locked Out notifications from EUP
Fixed bug where Cumulus was throwing an error on taking payment
Fixed bug that allowed allocation of an unallocated payment to an invoice which is Pending
Corrected issue where new accounts created in the Signup Portal were not being assigned an account profile
Corrected fault causing payment plans to apply tax even when there is none
Fixed issue where Cumulus was throwing an error when trying to cancel a service that was after the latest Package Period end date
Bug fixed causing saleable from and approval status to not be saved when editing a Product Rate Card/S&E Rate Card)
Fixed bug where incorrect date was being saved when creating an outright purchase
Fixed error thrown when trying to add more than 8 products to the cart in point of sale
Corrected issue causing the Overdue Invoices header notification in the EUP to appear multiple times
Removed "Enter SQ Details" button from orders where the service is a NoSQ checktype
You can now only select customers with an active status when ordering a new package
Fixed a bug causing the Installment Purchase wizard to throw an error, even though the purchase was made
Fixed bug affecting Finalise all Payments and Break Out from an Installment Purchase
Corrected bug causing contract dates to calculate and display weird in the UI
Fixed bug causing Tax fields to misalign in IE9
Fixed a problem when trying to perform a user purchase with a valid SIM card or serialised item.
Fixed a bug causing the content window when editing templates to be too small
Corrected issue in signup portal that caused packages to not sort as per the Sort Key
Fixed bug allowing Service Features to be edited when it is PreActive
Fixed error where editing a service type saved the wrong service type code
Corrected some edge case issues with the way write off's were working in the customer UI and ensured write offs submit successfully.
Corrected an issue when re-rating an invoice for a cancelled service which was causing Access Fee cardlines to be recreated
Bug fixed causing multiple cardlines when trying to sell consulting hours
Fixed a bug with viewing contract details for a package subscription if a tiered break out fee is set
Corrected issue causing Tiered Rates to not be saved when editing an existing contract
Corrected a code error on the Finance -> Payment pages
Corrected an issue with the installment date being incorrectly set when processing a monthly installment for a purchase.
Fixed bug causing issues when trying to cancel a service after the end of the current period
Corrected an issue with any service types attached to the AutoIdentifier checktype and their identifiers not being created
Corrected a problem that was causing bolt on periods from starting at 12:01 instead of at midnight
Corrected a problem that was causing service feature periods from starting at 12:01 instead of at midnight
Removed legacy notification of having a pending invoice and that disabling the 'Create Immediate Invoice" button
Fixed Late Payment fee bug that was causing in some cases the late payment fee to not be processed against invoices
Fixed bug in Direct Debit Details where field validation was throwing errors due to pre-defined character limits for each field.
Fixed issue where Retail Billers were able to see BMS Quarantine and Cost Price data when they are not the owning account for those BMS records
Corrected an issue with migrating packages not being able to find a service type that was available to the RSP

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;

We have enhanced the Point of Sale flow to include the ability to better manage invoices (auto-approve, backdate, adjust issue and due dates).
Added the ability to set Purchase Notes as visible or not visible to the customer (on the invoice)
You can now set a vanity date on the invoice and it will override the date set on the Product Purchase.
You can now select whether Multiple Quantity Sales are displayed as a single line on the invoice or multiple.
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

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.

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.

You are now able to create and manage images and custom text messages from the UI.
Purchase Notes if set to visible will display on the invoice
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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.
The system now allows a user to disconnect a customer using a data service via Emersion’s Radius server.
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.

3.30.02 – 8 December 2011

Internal Release

Updates to the underlying billing workflows to speed up processing with no other visible changes.

3.30.01 – 1 December 2011

New Features / Enhancements

Reports

2 new Quarantine reports have been implemented:
- Telephony Non Existent Service Fault – lists any issues identified relating to telephony usage processing.
- Miscellaneous Charges Non Existent Service Fault - – lists any issues identified relating to miscellaneous charges processing.
The Payment report (under Report > Finance Report) now has a new field ‘Electronic Payment Reference’ that can assist with reconciling Ezidebit payments processed through the Emersion Electronic Payment System (EMS).

Invoice Overdue Event

The InvoiceOverdue event has been enhanced with additional configuration options:
- Number of days invoice overdue
- Overdue invoice amount
  - Please contact our support team for further information.

Bug Fixes /Minor Changes

An error discovered when exporting the Payment report to .csv has been resolved. It will now correctly appear in the Generated Reports list.
Invoices that are marked “Do Not Send” will now not be sent to the customer. It was found that though invoices were correctly showing in the Cumulus user interface as ‘Do Not Send’, the invoice generation workflow incorrectly overwrote the status so some invoices were still emailed to customers. This error has been resolved.
An exception discovered when a service’s start date was set to a date prior to the customer’s account start date has been resolved with additional validation implemented on date selection.
An issue found when a service plan was updated has been corrected. It was found that under some circumstances, the capped value figure was removed. This error has been resolved.

3.30 – 28 September 2011

New Features / Enhancements

BPay

Emersion now fully supports BPay. Customers may set up biller codes, with the required reference number prefix and reference number length. The system can generate a unique reference number for each account based on the prefix, account number, reference number length along with a check digit. This reference number is then shown on the customer’s invoices.

User Portal

The Emersion Payment System now allows instant payment processing for supported payment gateways (i.e. ANZ, Ematters and EziDebit). The portal now provides real-time payment confirmation to customers. Please contact our sales team for further information.
The ‘Make a Payment’ module now only displays the payment methods set up for the customer.
Customers may now make a payment of an amount greater than the total of selected invoices. The payment amount may be entered manually and / or invoices selected to record the payment against. The payment will then be allocated against the selected invoices. Any unallocated payment amount will be automatically allocated to the oldest outstanding invoice, or the account left in credit if there are no outstanding invoices.
The Emersion Payment System now supports customer payment via PayPal. Please contact our sales team for further information.
A new ‘validation level’ can be set up for each Emersion customer's User Portal that controls the mandatory fields required to be entered on the 'Account' and 'Contact' pages. Please contact our support team for further information.

Administration Settings

Emersion customers can now configure the basic style of their user portal including page title, IP address, company logo, style sheet, login Template, base Template and terms of service can be set up and customised as required. This function is accessed via Admin -> Settings -> User Portal Setting.
Emersion customers can now also configure the basic style of the new customer sign-up page in their user portal, including admin settings, CSS details, javascript, header, footer and terms of service. This function is accessed via Admin -> Settings -> Signup Setting.

Product Management

A new Product Management module is available to allow Emersion customers to create and manage products and product categories. Previously, products could only be created by the Emersion support team. In addition the Add Purchase function has been enhanced to better display the product sale details. Further information will be available in the wiki soon.

Events

A new Event Configuration function has been implemented to allow Emersion customers to create and manage events, such as automatic renewal of accounts, usage thresholds, invoice overdue, credit card expiry, payment failure etc. Each event type can be configured with an action to perform when the specific condition or trigger is detected. Further information about Events is available in the wiki.

Semi Manual Provisioning

A new provisioning method has been implemented to allow a service to be configured as requiring manual provisioning by a separate account, known as ‘semi-manual provisioning’. When set, provisioning and cancellation requests entered by a reseller will be sent to the upstream carrier for actioning using the existing ‘Manual Provisioning’ function in Emersion. Please contact our sales team for further information.

API

A new API is available to allow all account details to be retrieved. Please contact our sales team for further information.