Difference between revisions of "ReleaseNotes"

Revision as of 10:59, 31 July 2014 (view source) Pdundas (talk) (→‎Enhancements – General) ← Older edit		Revision as of 10:59, 31 July 2014 (view source) Pdundas (talk) (→‎Bug Fixes) Newer edit →
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	===Bug Fixes===		===Bug Fixes===
		+	'''Early and Late Payment (V1) Fees '''
		+	Fixed Late Payment / Early Payment processing for account based overrides to ensure that it honored inherited settings (Service Provider Default) as well as account specific settings.
		+
		+	'''Emersion Payment System - Poler'''
		+
		+	Repaired Automatic Payment Processing so it retries only once a day for three days versus each time the poler is run
		+
		+	'''Product Management'''
		+
		+	Removed mandatory product image from product management
		+
		+	'''View Usage in Cumulus'''
		+
		+	Fixed inconsistency between summary and detail of some view usage sections
	===Application Programming Interface (API)===		===Application Programming Interface (API)===

---

Revision as of 10:59, 31 July 2014

The following topics are available:

• RELEASE NOTES ARCHIVE 2013
• RELEASE NOTES ARCHIVE 2012
• RELEASE NOTES ARCHIVE 2011
• RELEASE NOTES ARCHIVE 2010

3.56.00 - 31 July 2014

Action

ACTION REQUIRED FROM THIS RELEASE:

Emersion is enhancing the Permission System and will be applying by default Base Powers to all existing Org Units during this release. Module based Permissions turn on and of access to certain functions in its entirety. Powers are much more granular and can control access to sections or fields on a page.

You may wish to review Powers granted and Module based Permissions for each or your Org units.

HOW:

• Admin > Org Units & Roles > Roles Click in the Role.
• Module Based Permissions are set in the top sections.
• Powers are set in the lower section.

Both are Hierarchical and if you click to add or remove permission the lower permissions will also be altered.

New Features

Fees may apply to have these activated and maintained

If you are interested in the following enhancements, please contact our Sales Team at sales@emersion.com.au

First Period Invoice Module

By default, when a customer creates a service and package, the access fees that are generated will be created and will appear on the following invoice.

The 'Invoice First Period' allow customers to override this setting and have the system create an immediate invoice. Further, they can also override the trading terms (due days) for this (and only this) particular invoice. The invoice can collect any pending cardlines or stand as an isolated invoice.

Wholesale Ticketing module

Emersion provide a Ticketing System to provide the ability to generate tasks and notes and allocate and reassign duties to specific team members for follow up. The following specific functionality will be included:

• A new “ticket” to be generated from the Service Provider Portal.
• All updates to the ticket to be stamped with time and user ID.
• Ability to assign a ticket to a Queue with Category and Sub Category.
• Tickets able to be assigned to Staff User.

The System to allow for escalation to other Staff Users.

• Escalation details and complaints are to be recorded against the same incident. Separate sets of details are to be recorded per incident, unless the continued interaction with the customer is as a result of a previous or existing incident.
• Ability to record Time against a ticket.
• Ability to attach documents to the ticket.

A Queue for each of Sales, Support and Accounts will be provided by default with additional queues available.

We also added support for wholesale <-> retail account communication via tickets including support of child account ticket escalation if the Retail Ticketing System is used also.

Ticketing Module Extension – Inbound Email

Added functionality to deal with retrieving emails from customers from a mailbox and inserting into a ticket queue for processing (and customer identification by email or search) Emersion provides the following Email Functionality:

• Collect from a defined Email Box tickets / responses.
• Auto-Acknowledgement - Immediately confirm receipt of email inquiry and set to the appropriate Que. Then auto respond via an Event response time expectations for customer.

Account Groups

Added 'Account Groups' functionality which allows agents and other groups of staff / external companies to have limited access to your customer base, and the ability for you to define and manage distribution groups for marketing campaigns. The concept is to create account groups - and these groups can be shared amongst certain OUs. This may also be used for Marketing and other access restrictions at a later stage. An organisational unit will be flagged as one that has account access restrictions, or in other words, they have to have opt-in (deny all, allow some) or opt-out (allow all, deny some) - and as such they will have to be validated against a pool to see what they can access. The following items have been enhanced to support this functionality:

• Finance - invoice list
• Finance - take payment
• Services - list all
• /customer/account/list
• /service/service/list
• /customer/account/search
• /service/service/search
• /service/order/list
• /service/migrate/list
• /service/provisioning/list
• /service/order/new - customer selection panel

If a user attempts to bring up an account that they do not have access to, the system does not allow the user to see it, but also tells the user why they were not permitted.

Management interfaces include

• View Account Visibility by Group List
• Management of accounts in group
• Management of the group itself

National Collections Management Ltd. Collections Interaction

• Thorn Financial Services and other use NCML as their collections agent.
• Clients (Debtors) that exceed X Days payment terms are able to be referred to NCML.
• This Transfer requires a passing of Files to NCML.
• NCML will use their own services to chase with SMS, email and other methods to appropriate the outstanding monies (Debt).
• The log of this activity will be tracked in the NCML systems and are required to be transferred to Emersion to have a log of the activities against the Client Account.
• This transfer requires a file to be collected by Emersion and processed into the system as Notes against the Account.
• NCML Staff will have limited access to be able to take Payments from Debtors and to get information required to defend disputed invoices (using the Account Groups and Permission Functionality)
• After Y Days (X+Y Days from Initial Debt falling overdue) NCML will stop pursuing the debt, and the account will be removed automatically form the NCML Account Group.

Use Case: SP needs to manage customers that do not pay their bills by isolating them in an account Group and Account profile. Once a customer gets to a certain point in their overdue invoices, they are marked as NCML debt collection clients to chase the underlying debt. Firstly, we have the account profile system, which will manage all the underlying events and alerts that are sent to the end-users. Secondly, leveraging off the new ACCOUNT_GROUP functionality is the ability to restrict pools of customers that can be accessed by ORG_UNITs that have been setup with restrictions. On certain conditions the system will be able to move end user accounts in and out of these profiles and group sets to make them available to special parties when required. Actions:

• Add the Account to the “NCML Collections” Account Group when we send the file to NCML.
• Add the Account to the “NCML Collections” Profile to prevent certain Notifications when we send the file to NCML.
• Remove the Account form the NCML Collections Account Group automatically after 60 Days of first being sent to NCML, and no longer send to NCML.
• Remove the Account form the NCML Collections Profile and return to its previous profile automatically after 60 Days of first being sent to NCML, and no longer send to NCML.

Late Payment Fees (V2)

• Emersion has created a second Late Payment Fee structure to be triggered when the Invoice is Overdue (once), rather than the V1 Fee that is triggered on Invoice Payment.

E.g. Charge $x at y days overdue and note 'Late Payment fee for Invoice XXXXXX due DD/MM/YYYY'

• Use Case: a $100 invoice is due on 1st Feb and remains unpaid after y days.

On the day Due date plus y days a Pending Cardline for 'Late Payment fee for Invoice XXXXXX due DD/MM/YYYY' for $x is created. This will be swept up on the next invoice and presented to the client as a penalty (although it still remains unpaid). This fee is created only once per invoice. When the next Invoice is generated it will contain the Late Fee. If this also is not paid by Due date plus y days then this will also trigger a late fee of $x. When it is paid no action will be taken (V2 is mutually exclusive from the V1 Late payment fee system and they can co-exist).

This functionality comprises an Event Trigger - Late Payment Fee Trigger on X Days Overdue that has 3 actions:

• Action - Create Pending Cardline
• Email Message

Variables: Account ID, Export Ref, Account Name, Invoice Number, Invoice Issue Date, Invoice Due Date, Days Overdue, Late Payment Fee $ (Ex Tax), Late Payment Fee (Inc Tax)

• SMS (if Optional SMS subscription optional in use)

Variables: Invoice Number, Invoice Issue Date, Invoice Due Date, Days Overdue, Late Payment Fee $ (Ex Tax), Late Payment Fee (Inc Tax)

Unbilled Credit Alert – Telstra 3G Mobile (Retail Service Providers)

Emersion now provides a place to store Unbilled Credit Alert limits. This is linked to a number of Events and Reports that can be activated to notify you that an account has exceeded their unbilled credit for Telstra 3G Usage to prevent billshock on mobile services.

Further this can also be integrated to Automatically Bar the Service once the unbilled credit Alert Limit has been reached and unbar it once the account is below the Unbilled Credit Limit (including Credits / Payment on the account)

Use Case: Customer has unbilled credit alert limit for $250 and used excess calls and data. In the processing of CDR’s the Event is triggered. The client in barred. The end user then goes to the End User portal and makes a payment of $100 to bring their account below the $250 limit, the system will automatically unbar them until the account balance plus unbilled usage is again above $250

Xero Accounting Integration – Stage 1

Emersion is Committed to integration to Xero. We have implemented our Stage 1 integration to support Payments and Invoices. Cumulus allows a small subset of integration with the Xero Billing Platform found at www.xero.com. Stage 2 will look at account integration. Integration supports in stage 1:

• Accounts must be present in both Xero and Emersion
• A new invoice is generated in Emersion under an account active for Xero – this invoice is then generated in Xero and we take the id from Xero and store it locally for use later on. The new invoice in Xero is generated with no cardlines and just a description to hold it in place, it is generated in DRAFT status.
• Normal processes occur in Emersion with the invoice gaining cardlines and charges as usual.
• Once the invoice in Emersion is marked as APPROVED, all of the cardlines will be sent to the appropriate Xero invoice as line items, and marked as APPROVED in Xero. Then if there are any payments allocated against the invoice in Emersion, they will be transferred to the invoice in Xero via the API.
• As any payments after this fact are allocated against the invoice in Emersion, so too will they be transferred via the API to Xero for the same value against the right invoice. The payment locally will be updated with the Xero payment ID, so we don’t end up doubling up the payment.
• If any payments are made in Xero against the invoice, and these payments don’t exist in Emersion, and the payment is against an invoice that we know about in Emersion (i.e. the invoice ORIGINIATED in Emersion) then we will pull over the details and assign a payment against the invoice in Emersion.

All of the above assumes a number of things:

• Emersion is setup for each Emersion Service Provider Account to have a one to one relationship with one company in Xero. This is done via the Private API in Xero. Keys are generated locally and configured here, then uploaded to the API account for the relevant Xero account.
• Emersion knows of ONE bank account that payments, when sent to Xero, go into. The Emersion API is not going to be designed to handle payment submission to a choice of bank accounts or more than one account in Xero marked as ‘receive payment allowed’
• Emersion will only pull over payments to Emersion from Xero in the API, under the following rules:

-The payment does not exist in Emersion already i.e. the payment unique ID is not found in the Payments table -The invoice that the payment is done against in Xero exists in the Emersion system as a label against an Emersion invoice -Any overpayments (that in Xero, generate an unrelated new invoice and a credit) will not be pulled over as we have no knowledge of the invoice that is generated by an overpayment (Split payment) in Xero.

Bulk Bar / Unbar for Retail Service Suspension - Telstra 3G Service Type

Added a bulk suspend / unsuspend system - specifically for Telstra Mobile 3G at this stage.

• Bulk upload page added
• new screen within customer details section called service restriction to see what the system has done
• Reporting on Baring Status
• Report on Clients to bar

Access Fee Override

Added support for access fee overrides, with events to notify upstream to check their pricing upon change

New Events

Fees may apply to have these activated and maintained

If you are interested in the following enhancements, please contact our Sales Team at sales@emersion.com.au

SMS Gateway Module

Emersion offers an SMS Gateway Module than can be enabled to allow you to send Message Events as SMS as well as Email. Most Events now support SMS and/ or Email as delivery options. A Monthly Access Fee and Per Transaction SMS Fees apply (Tiered pricing with volume).

New Product Purchase Event

Added a new Event to notify when a product purchase has been made to trigger fulfilment.

TCP Events

• Emersion now provides Telecommunications Consumer Protection Act (TCP) compliant reporting 50%, 85% and 100% and X% via email and SMS
• These Events have been extended to support

-Included Usage Caps -Bolt Ons – for e.g Mobile Data Bolt Ons -Data Allowances - for Data Plans

• Further Reporting has been added around these Events also

Invoice Overdue Event – TIO Queue Support

Those with TIO Queue in the ticketing System can now have prevent accounts flagged as TIO from receiving invoice overdue events. (Once off Configuration Charge applies)

Calls to high risk locations Event

A New event has been developed to send an alert to report on calls to high risk locations (e.g. > $1 Flag fall or >$1 price minute)

Semi Manual Provisioning Client Notification Event

Added support to have events fire to send communication to child account on provisioning status changes in Semi manual provisioning

Order Halted Event

Added a trigger and Event when a provisioning request has been marked as halted to notify the respective provider for action

New Service Custom Price (Access Fee override) Event

Added support for access fee overrides, with events to notify upstream to check their pricing upon creation

Migrate Service Custom Price (Access Fee override) Event

Added support for access fee overrides, with events to notify upstream to check their pricing upon change

Product Installment Purchased Paid off Event

Added support for events to notify when Product Purchase Installment Paid off

Notify Service Configuration Complete to Service Provider

Added support events to notify upstream once Service Configuration is complete (predominantly for Semi Manual Orders), to allow progression of provisioning.

Service Type Framework

Fees may apply to have these configured, activated and maintained

If you are interested in the following enhancements, please contact our Sales Team at sales@emersion.com.au

New Service Type Configuration Options - General

• Service types can now be set up to include:

-Service Addresses as Optional or Mandatory per Mapping (Service Provider) -Ordering process where Service Identifiers are extracted from a managed pool of identifiers in Cumulus -Added ability to setup a service type so service contacts are required with Types and Qty

New Service Type Configuration Options – Service Contacts

• Added the ability to be able to request service contacts during the service configuration phase upon ordering and manage them afterwards
• Added ability to provide an index against a service contact based on type
• Added ability to have object properties (Customer fields) against service based contact types.

NBN Like Address Based SQ for Network Vendors

• Added address based SQ (designed around GNAF) and service/location tracking management for providers who run NBN like services, including site device and port management.
• Management interfaces for port to service type profiles and carrier location to service type profiles for above GNAF functionality
• Enhances the Signup / ordering process to support these enhancements
• Added API to support SQ by Wholesale downstream clients

New Service Types

Fees may apply to have these configured, activated and maintained

If you are interested in the following enhancements, please contact our Sales Team at sales@emersion.com.au

AAPT Broadband Layer 2 & 3 – Frontier link V2 Interface

Supporting AAPT Frontier Link V2 framework for NBN and address based lookup. Migration may be required if you have existing services using V1 Interface

AAPT Broadband Layer 2 & 3

Added functionality to support multiple accounts with AAPT and specific external NWB account numbers for AAPT FrontierLink (Broadband L2/L3) services

iSeek NBN

Added Support for NBN and connection profile shaping on authentication

Vodafone (Pivotel)

Added support for Vodafone as supplied via Pivotel (usage billing and Semi manual provisioning)

Fonebox Inbound (13XX, 1800)

Added support for Fonebox Inbound Services (usage billing and Semi manual provisioning)

Neural Networks VOIP

Added support for Neural Networks VOIP (usage billing and Semi manual provisioning)

Amcom Softswitch as a Service (Broadsoft)

Added support for Amcom – SSaaS (usage billing and Semi manual provisioning)

AAPT Softswitch as a Service (Broadsoft)

Added support for AAPT – SSaaS (usage billing and Semi manual provisioning)

Tunstall Healthcare Monitoring Services

Added support for Tunstall Health Monitoring Services (Semi Automated provisioning)

• Automated Order Form Creation
• Passing of Moves, Adds Changes to Tunstall by file

Service Type Enhancements

Fees may apply for reconfiguration

If you are interested in the following enhancements, please contact our Sales Team at sales@emersion.com.au

AAPT Broadband

• Added shaping support for AAPT Broadband Layer 3 products

Telstra 3G

• Improved user interface around bar application for Telstra Mobile (removed alternate barring) and linked these two options in the provisioning process to ensure contained compatibility with Telstra systems
• Removed Certain Baring options on advice from Telstra of incompatible options
• Extended Telstra Mobile validation to not permit 04xxxxxxxx numbers to be used in any circumstances (were causing porting issues)

Enhancements – Optional Modules

Fees may apply to have these configured, activated and maintained

If you are interested in the following enhancements, please contact our Sales Team at sales@emersion.com.au

Terms and Conditions / Contract Presentation Module

• The Finalise Order page has been restructured as Order Review / Contract Presentation Stage to support Contract presentation
• Added feature to set the ordering process (within Cumulus) to _require_ an uploaded contract
• Added payment plan terms to terms and conditions framework to be added to Contract presentation

Terms and Conditions Module – User Portal Payment Terms and Conditions

• Added new terms and conditions types to the payment Methods Section to present Terms of Payment for Credit card and Direct Debit Terms and Conditions presentation
• This is presented in the End User Portal under the Payment Methods update Section
• Admin > Payment Details > Payment Terms and Conditions Map to set up this feature

Managing Agent Module

Managing agents can login into cumulus and a number of permissions have been developed to restrict access to the system to provide granularity. Added flexible agent framework to allow Managing Agents 'dealers' to exist under the same base account and be protected from seeing customers they shouldn't and other restrictive functionality

Retail ticketing Module

• Extension to support ticket system and bi directional communication in End User Portal
• Created a formal Queue Type concept to allow differentiation of Queue types and additional Workflows and Object Properties (Custom Fields in Tickets)
• More formal support for Queue Type TIO.
• Accounts with Active TIO Tickets can now have an Account Level Notification pop up each time the account is accessed.
• Service Desk and Notes can both work at the same time with separation of Tickets and Notes
• Added auditing to status and category changes in ticketing

Retail ticketing Module – Outbound Email

A new event has been developed to send outbound email when a ticket is updated if it is selected to do so.

Payment Plan Module

The Emersion Payment Plan Module is used for transferring debt into a repayment process. Payment Plans are similar to an installment purchase. The item being purchased is a special product. See below Link for Installment Functionality: http://wiki.emersion.com.au/wiki/index.php/InstallmentPlan The purchase is of a payment type of Payment Plan these are set for repayment monthly at this stage. When created an unallocated payment is created for the total amount. This will show up immediately in most account balance values. Finance > Account Receivable has a management user interface A payment plan can be rated when viewing the Finance>Accounts Receivable>Receive Payment user interface. Accounts with a negative account balance will have a link 'Payment Plan'. The account balance is preselected as the amount for the plan with the option to modify When looking at an account a 'Payment Plan' tab is available. This user interface allows for locating and managing existing plans and for the creation of a new plan. Enhancements to the Module in this release include:

• The ability to create an invoice immediately when generating a new payment request

Account Discount Subscriptions Module

• Extended Account Discount Subscription functionality (which provides account based caps and override rate cards) to support plan based and contract based filtering.
• Added ability so 'Account Discount Subscriptions' can be setup so the system will fall back to master rate card if no specific rate exists within the Account Discount Plan

100-point Identity Check Module

In order to collect accurate information for credit checking and finance data requirements, the system assists the operator to gain enough information to proceed (100 Pts) The ordering process, whilst gathering information relating to the credit check has a new section called ‘Identity Check’. This interface lists a range of allowable documents, and a score for each of them next to each document will be a checkbox (Service Provider Specified). As each checkbox is selected, a tally is updated at the bottom of this grid. When it exceeds the required limit (100 Pts) a ‘Proceed’ button appears. The page also allows the operator the ability to upload identity documents (any number). The ‘Proceed’ button will come back with a validation error until >0 documents have been uploaded. Within the ‘Contacts’ list, a new sub tab exists next to view / edit called ‘View Identity’ which shows uploaded identity documents. This is protected by a power to ensure privacy of uploaded materials is restricted to appropriate staff for verification.

Thorn Financial Services Integration Module

• Modification to the ordering process to facilitate the collection of extra information as required
• Additional workflows to deal with decision making and credit limits
• Additional ordering screens to deal with shortfall management
• Added Agent Collected Mode under a switch for when taking payments / orders in a POS situation, where cash is received, and reporting surrounding this.
• Added Test Order functionality for workflow / training

Credit Check Module

Emersion has enhanced our integration with Dunn & Bradstreet and Decision Intellect to include:

• Credit Check which has errored can be escalated to head office now under Services > Order Approval

End User Portal

• Usage for Bolt-ons now displayed with Tariff Type and Totals.

External Signup Portal

Emersion Offers a Signup Portal as an Optional Module. This allows the End User to create and account, Order Service, Make Payment and Create a User Portal Login. Associated Events ensure Account Creation, Package Creation, Members Login and other Event Messages can be sent to the User during this process. A separate IP will be provided for you to point a dedicated URL e.g. signup.spname.com to. A new SSL Certificate will also be required. These are client-specific implementations which require scoping and will be managed as an implementation project.

The Signup Portal allows for the passing of certain items into the site. Enhancements have been made to support more functionality around this to make a tighter integration to the Service Providers main website. In this release Emersion has added functionality to:

• pre-select a package plan; and
• pass in array of products into the external signup page and have products purchased at the same time.

Payment Methods

• ABA and Commbiz payment gateways now ensure payments remain pending until batch is closed.
• Manual import for Aust Post billpay, Commbiz and SecurePay IVR payment files. Restrictions on batches < 200 a time creates to prevent timeouts.
• Modified manual batch export (for ABA files and Commbizz files) to now be based on account versus invoice to ensure that only one payment is taken if multiple invoices are due
• Modified the manual payment import and manual batch export functionality to ensure the date stamped within the ledger is the current date not the date recorded on the inbound process or payment creation to ensure it is always reflected on the current invoice. The Date in the File is processed as a Vanity Payment Date for presentation on the Invoice.

Custom Invoice Template

• Created better looking graph for those with custom invoice templates
• Added Summary by Cost Centre for those with Cost Centre Module and Custom Invoice Template

Access Fee Overrides

• Service access fee overrides extended to support negative numbers

Xero Accounting Integration – Stage 1

• Modified Xero integration to use current date for payments versus recorded date (recorded remains vanity date)

Product Purchase Link to Service Subscription

• Made it possible to assign a service against a product purchase during fulfillment from services already attached to existing account. This is used in reporting for Thorn and with other clients managing Finance.

Commissions and Agent Management Module

• Enhanced configuration of commission within package plans, service plans, bolt on plans, contracts and product price lists.
• Added a new screen so an agent can see what commissions they will receive (called My Commissions)

Enhancements – General

Provided as part of base platform/ maintenance fees

Navigation

Added Icons Next to Search for Hone and Link to Wiki (Help)

Events UI

• Added Search Ability
• Added columns to aid in identifying if you have enabled events with no templates (will not send)

Notes Section

Modified the Notes section so it works more like a user timeline and displays system notifications and staff created notes in date order

Wholesale Account Creation Wizard

• Added Service Provider Default Support User Configuration option, to automatically create a Wholesale Support User on Account Creation for Retail Billers and Non Retail Biller Setup. Name and Password default can be set by Emersion.
• Added Fields to determine the Type of Sub account being created - Retail Billers and Non Retail Biller and who is managing the support ad billing the Retail Biller Service Provider – Emersion or the Wholesaler.
• Default Permissions set based on above selections.

Contact Management

• Enhanced phone number configuration section for a contact so several types are available by default to prevent confusion – makes it clearer which phone numbers will be used for SMS Events (Must be populated in the Default Mobile Field)
• Phone Number Types updated for clarity.
• Added additional contact types and the ability to store additional dynamic information against based on contact type.

Events Framework

• The Events framework now allows for events to be set to allow sending to the primary, billing, default and /or service. Certain events have been updated to support this (specifically TCP related) to be able to send to the underlying service number AND the primary contact number
• Added support to Events to prevent SMS alerts from happening during the night (specific hours excluded)
• Events that fire SMS or Email now also log an account note (useful in timeline mode and for support to confirm creation and / or delivery of Events)

Ordering Process

• The Package Selection in the Ordering Process now allows filters for Contract Length after the Service Qualification
• The Finalise Order page has been restructured as Order Review / Contract Presentation Stage to support Contract presentation
• Added optional Purchase Order and External Contract ID fields to ordering procedure at Order Review / Contract Presentation Stage. These flow through to the package subscription and contract UI components. Extended the package subscription view section to show this information.

No SQ – During Migration

Added logic to prevent SQ being required in situations where one is not required (no provisioning integration related changes).

Order History

Added Order History Tab to account to view past orders for a customer, allows download of Order Forms unloaded during order process.

Service Management

• Added Service Feature History section in Service Subscriptions
• Modified the Service -> List all page so it loads empty and requires criteria to find services and does not load the whole data set on bringing up the page (will improve load times significantly.)
• Added address view to services list all page and some additional columns

Provisioning Management

• Added code prevention to stop subscriptions which are under provisioning being aborted whilst pre-active and not in a 'failed' state.
• Added 'Temporary Quarantine' logic to Service and Equipment Service detection to assist in situations where services are inputted into the system or activated with a delay where records may come first

Semi Manual Provisioning Framework

• Added all service order related information (Object Properties) to the manual provisioning email out page
• Added ability to modify object properties if order in provisioning halted via semi manual page (missing properties was preventing activation)
• If Activation button is disabled in Semi manual you can now hover over the button to find out why
• Extended the Semi manual page to show the EME Order Id (The order created at the end-user level) so it's visible through all tiers to assist in supplier communications

Product Management

• The product management section will have the following new concepts added;

-Product Manufacturer -Product Colour -Product Model -Product Image

• The List Page for Product Management now contains thumbnail images.
• Product Management now automatically resizes image uploaded to a reasonable size.

Product Purchase

• Added ability to assign consignment note, shipping provider and date when fulfilling a product via product purchase system
• Added visibility to who created particular purchase in the purchase page

Product Purchase - Installment

Extended product purchase system to allow the creation of first charge when product has not yet been supplied (existence of a product instance)

Pending Ledger Cardlines UI

• Extended Pending Ledger Cardline page to show core service identifier if it exists
• Added more filters on the pending cardlines page to aid in dealing with large amounts of data

Quarantine

NoValidPackagePeriod now falls as a normal Quarantine item versus BucketerQuarantined

Re-Rating

• Added reconcile and re-render to the Re-Rate process available via manage invoice
• Improved logic around re-rating and bolt on cardline generation

Manual Invoice Rendering - prioritisation

Created high priority invoice rendering queue for when invoices are manually re-rendered

Notes - Collections

Emersion is adding more tracking to changes in the system.

• The System will now automatically add an account note to the log when payment details change

Export Reference Fields

The account detail section (Account > Detail) supports Export Reference which is used for integration to Accounting Systems typically. We have also added a CRM Export Ref. for storing account ids for integration to external CRM Systems such as Connectwise.

Packages and Plans Management

• Cleared up user interface in package plan configuration so that the bill in advance and period in advance dropdowns are clearer on their behaviour
• Added more ID columns to Service and Package Plan pages

Reporting Workflow

• Moved report generation into a dedicated workflow queue so it does not interrupt new order processes
• Created a dedicated workflow queue for larger reports to stop them halting general reporting functionality

Standard Retail Invoice Template

• Invoices now don't use 'Point of Sale' in the purchase section just ‘Purchase’
• Invoices now only include credit card types which are actually activated/configured

Rejected Invoices Escalated to Emersion

Integrated rejection of invoices with our Support Ticketing platform to aid in customer interaction with our support team, and logging communication.

Permission System Enhancements

Emersion V2 Permissions Framework (Powers) and V1 (Module Based Permissions) have been enhanced with this release. Powers and Permissions have been bound to System Features and Modules enabled such that the User can only see and manage permissions related to Features / Modules they have enabled.

• Restructured Features system to enable a greater number of optional features / modules to be added to the system
• Added powers around break contract and add contract
• Added application protection to prevent excessive load from any individual login to ensure quality of service is maintained for all users of the system
• Added Environment restriction to prevent Users from logging into UAT, Pre-Release and other environments at a Service Provider level.
• Hover Overs have been added to provide a more detailed description on the functionality of each permission (these will be enhanced over time)

Bug Fixes

Early and Late Payment (V1) Fees

Fixed Late Payment / Early Payment processing for account based overrides to ensure that it honored inherited settings (Service Provider Default) as well as account specific settings.

Emersion Payment System - Poler

Repaired Automatic Payment Processing so it retries only once a day for three days versus each time the poler is run

Product Management

Removed mandatory product image from product management

View Usage in Cumulus

Fixed inconsistency between summary and detail of some view usage sections

Application Programming Interface (API)

3.55.00 - 3 February 2014

New Features

Fees may apply to have these activated.

If you are interested in the following enhancements, please contact our Sales Team at sales@emersion.com.au

Ordering & Provisioning

Support for Financed Products

• Emersion has enhanced our integration with Dunn & Bradstreet and Decision Intellect to include requirements for finance approval from Thorn (the parent company of Radio Rentals).

• We can now support the ability to fully integrate as above with Thorn as a lending provider for the purposes of financing products, such as handsets. This is then integrated into the ordering process. If you require services of these types, we can coordinate and make introductions to the appropriate vendors.

These are client-specific implementations and require scoping and will be managed as an implementation project.

100-point Identity Checks

• The order process now has the ability to optionally force a customer to submit to a 100-point identity check with the information stored in Emersion.

Terms and Conditions Contract Presentation Module

• Added new terms and conditions types for ordering products with the services order and additional terms for the secondary credit check with Thorn.

• Added the ability to store terms and conditions which can be shown during the ordering process for payment details that are mandatory.

Packages, plans and services

• Telstra 3G mobile services can now have optional credit limit barring and associated notifications.

• Prior to version 3.55.00 caps, discounts and other similar features could be set at a service plan level, or, in the case of a group cap, at a package plan level. Emersion as introduced Account Discount features that can now apply to Account level, over multiple service types and have their own anniversary dates.

End User Portal

• A ‘forgotten password’ send new password via SMS feature now exists for the End User Portal.

The Automatic password re-set facility is currently only available for Emersion clients who have subscribed to the SMS feature – a once off set up fee applies to configure the End User Portal. Ongoing charges apply for SMS.

Reports, Events, Alerts

• Emersion now provides TCP compliant reporting 50%, 85% and 100% via email and SMS for mobile customers.

Additional Payment Methods Options

• Austpost BillPay is now supported via file upload.

• SecurePay IVR and CommBiz BPAY are now supported via file upload.

• ABA and Commbiz files can now be exported for upload to the bank.

• ABA and Commbiz payment gateways now providing feedback on screen when the payment is processed.

Enhancements

End User Portal

• The End User Portal now shows usage data in format in accordance with TCP guidelines showing the total amount used in the current period. Usage for Bolt-ons now displayed on a separate tab.

Product Management

• Additional information for each item in the Products module can be stored including manufacturer, colour, model and an image. This is a precursor to our enhanced shopping cart functionality coming soon.

Invoicing

• Repeated re-rendering of invoices will no longer occur if any invoices are queued for sending.

• Minor change to the standard invoice template to make refunds clearer.

• Where a single payment is made against multiple invoices, a single payment transaction will be recorded. This payment record will show on the invoice during the period whereas previously payment transaction was broken up by the amount of invoices it was paid against.

Reports

• Two new reports have been provided to all clients:

• A new Detailed Invoice Trending Report shows value of latest invoices vs average of last 3 invoices and percentage deviation.

• A new Pre Invoice Trending Report shows value of current pending invoices vs average of last 3 months and percentage deviation.

Ticketing module

• When a ticket is generated by the system, as opposed to by a user, it is closed automatically.

• Tickets now default to private.

• Readability improvements on the View Usage pages within the Service Subscription area and within the End User Portal for normal usage and bolt on usage.

Bug Fixes

• Fixed an issue where duplicate payment records were being created within the Ezidebit payment gateway.

• Removed additional tax calculation from percentage based payment surcharge.

• Improved loading speed for packages selection during ordering process when large package catalogues exist.

• Data in the some lists CSV downloads was incorrectly formatted. This has been reviewed and updated where identified.