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| | + | {{DISPLAYTITLE:Release Notes}} |
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| − | ==3.51.01 - 21 November 2013== | + | <div style="float:right;">__TOC__</div> |
| | + | *[[ReleaseNotes/2017|RELEASE NOTES ARCHIVE 2017]] |
| | + | *[[ReleaseNotes/2016|RELEASE NOTES ARCHIVE 2016]] |
| | + | *[[ReleaseNotes/2015|RELEASE NOTES ARCHIVE 2015]] |
| | + | *[[ReleaseNotes/2014|RELEASE NOTES ARCHIVE 2014]] |
| | + | *[[ReleaseNotes/2013|RELEASE NOTES ARCHIVE 2013]] |
| | + | *[[ReleaseNotes/2012|RELEASE NOTES ARCHIVE 2012]] |
| | + | *[[ReleaseNotes/2011|RELEASE NOTES ARCHIVE 2011]] |
| | + | *[[ReleaseNotes/2010|RELEASE NOTES ARCHIVE 2010]] |
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| − | ===Enhancements=== | + | =This Content Has Moved House= |
| − | * change of the Customer selection page will NO LONGER appear after you select a package, if you initiate the order from within a customer. This was changed back based upon client feedback.
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| − | * Where in voice Method is selectable or visible (customer create and customer details tab we now display the Account or Service Provider Default fee for Paper invoices in inc and ex tax.
| + | This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. |
| | + | ===[https://resources.emersion.com https://resources.emersion.com]. === |
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| | + | We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to out new home. The release notes for Emersion's software will now be posted in a new location as of 21 July, 2017. We hope you find the new blog format easier to read and more informative. We will be posting notices every 2nd Friday and any important updates should they fall outside of this two-week cycle. |
| | | | |
| − | ===Bug Fixes / Minor Changes===
| + | The archive of release notes published prior to the move will remain available to users in this location using the links above. |
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| − | '''Cumulus User Interface'''
| + | [https://resources.emersion.com/pages/viewrecentblogposts.action?key=EKB Take me to the new release notes home page] |
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| − | * When saving new orders, timezone not set correctly prevented progress on some
| + | ====Disclaimer==== |
| − | orders.
| + | Emersion does not guarantee any features or functionality described in the release notes are provided to all users by default. Additional fees, including implementation fees, development fees, license fees or other costs may apply. Emersion also does not guarantee the accuracy of the release notes. Always review the help for detailed authoritative instructions. |
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| − | '''Service Order Process'''
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| − | * Unable to reactivate a Telstra 3G Mobile SIM card after it had been suspended - this has been restored.
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| − | * Unable to submit AAPT DSL orders. Order page Authority form reporting as not uploaded, even what it was uploaded, or authorization types of “other” or “voice” chosen. Validation repaired.
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| − | * When a service plan is not mandatory against a package, when a new order is submitted, it was previously not possible to check the ignore box on the non-mandatory plan and proceed. You can now check ignore and click the proceed button.
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| − | * Bug On the Invoice Method, Paper Invoice Delivery method not shown in either the customer create window, the summary tab on the account, or summary detail on the account - rectified.
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| − | ==3.51.00 - 20 November 2013==
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| − | | |
| − | ===New Features===
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| − | '''''<u>Fees May Apply to have these Activated, Contact Sales for more information</u>'''''
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| − | '''Terms and Conditions Contract Presentation Module'''
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| − | | |
| − | The Cumulus Platform now supports the storage of Contract Specific Terms and Conditions against Packages, Service Plans and Generic Terms.
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| − | These can be stored as library of Terms and Conditions and mapped to the Package Plan and Service Plan(s). These terms once within date range presented to the Staff User during the Ordering Process to provide detail to the salesperson.
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| − | The acceptance of the T&C's can be set to be required to be accepted to progress the Order to completion.
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| − | These are able to be rendered together such that there is description of the Order, Customer Details, Package plan details, the Package Terms, the Service Plan Term(s), the Generic Terms and the Signing Section as a PDF for signing and upload withe order.
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| − | When viewing a Service Plan or Package Plan, the various sections of the screen have been moved into tabs to make it easier to browse.
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| − | | |
| − | For Agents / Staff there can also be an optional Confirmation of understanding Contract for the Staff Members to fill in as a separate Agreement confirming they have sighted ID's and confirming the Oder is authorised etc. This can be uploaded separate.
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| − | '''Managing Agent / Dealer Access Module'''
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| − | A special Account Type of 'Agent' has been developed in the system. An Agent is an account that can sell and / or manage services in a limited fashion for a Service Provider. The Permission Framework has been updated to allow for an Organizational Unit to be developed and applied to the Agent. A such the Service Provider can create additional Staff Users (Logins) for the Agent and assign specific permissions on what they can see and access in the system. E.g I can only see accounts I created, or Contracts I signed up.
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| − | I may or may not be able to create a service or edit a service or create a product purchase or record hours against accounts I have access to.
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| − | This Module is designed to Limit the Access to the entire data set for Agents and provide permissions framework.
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| − | | |
| − | '''Ticketing Module - Stage 1'''
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| − | Emersion has developed a 'Service Desk' ticketing system to be added on top of the existing Notes Framework in Cumulus and the End User Portal. This enables Staff Users to create and manage Tickets with Ques, Categories and Sub Categories. Allocate Tickets to other Staff Members. Classify them by Priority and Urgency, and track Time against tickets and the notes contained within. You can upload files to the notes and interact with the End User via the End User Portal.
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| − | End User Portal functionality includes creation and searching of tickets and the ability for the End User to interact back and forth with the Service Desk operators.
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| − | | |
| − | The functionality is being deployed in stages with Email Interactions to be added in Stage 2.
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| − | | |
| − | More information on this feature will be available in December, please contact Sales if you would like to know more.
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| − | | |
| − | ===Enhancements===
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| − | | |
| − | '''Permissions System Enhancements - Stage 1'''
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| − | Emersion released its V2 Permissions Framework with this release.
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| − | The introduction of Power Based permissions as well as the existing model based permissions provides for an improved security and permissions system which will allow service providers to apply more granularity apply deeper control of permissions down to in many cases a filed level.
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| − | Applications driving this include the ability to control security on run and export Reports etc.
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| − | | |
| − | '''Cumulus User Interface'''
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| − | We have commenced a review of the user interface starting with fields and search options.
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| − | Changes in this release include
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| − | * Significantly less information on Customer Summary page, making it easier to read.
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| − | * When creating contact information, there are a number of new fields available
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| − | * Default billing day can now be a variable. We can now default set the account billing date to be a set date or move dynamically with the day of the month the account was created and lock this down with a permission s this can not be altered by the Staff User or Agent.
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| − | * When editing a contact, the ‘Timezone’ and ‘Language’ can now be set. If they are not set for a given contract, they will default to ‘(GMT+10) Canberra, Melbourne, Sydney’ and ‘English (Australia)’ respectively unless you ask for the default to be different. Please send in a support ticket to have these changed.
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| − | * Minor UI updates to Service Subscription view page and the addition of many permissions for the Agents system.
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| − | | |
| − | '''Service Order Process'''
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| − | * As part of a larger project to improve the general consistency of the UI, throughout the ordering process there is now a unified display of 'Ex Tax' and ‘Inc Tax’ in this section
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| − | * In an order, during the Package Selection page, you are now able to search for a Package via provided filters.
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| − | * The Customer selection page will appear after you select a package, even if you initiate the order from within a customer allowing you now to go back and forth in the order steps regardless of whether you came form a customer or the orders section and selected the customer after the Service Qualification
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| − | '''Notes System'''
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| − | * Notes created in the system will now be set to NOT visible to customers by default.
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| − | * more system generated events will be stored as notes.
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| − | | |
| − | ==3.50.01 - 19 November 2013==
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| − | ===Framework=== | |
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| − | '''''<u>Notes / Ticketing Framework</u>'''''
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| − | | |
| − | # Changes to Notes Framework to support Ticketing Feature to be released soon.
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| − | # Default for Notes set to "Private (Not Visible to Customer)" in Customer Notes and Service Subscription Notes.
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| − | Contact Sales for more information regarding Ticketing.
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| − | | |
| − | ==3.50.00 - 28 October 2013==
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| − | | |
| − | ===New Features===
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| − | '''''<u>Fees May Apply to have these Activated</u>'''''
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| − | '''Generic Recurring Purchases'''
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| − | | |
| − | The Cumulus Platform now supports three types of product purchases. They are outright purchases, installment purchases and generic recurring purchases.
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| − | If you have this feature, you are able to create a forever-recurring purchase, and optionally specify an end date for it to cease billing.
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| − | | |
| − | Contact Sales for more information regarding Generic Recurring Purchases.
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| − | | |
| − | '''Account Based Add-On Packs'''
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| − | | |
| − | Account Discount Subscription, or Add-On packs are features which exist at an account level, and are especially useful in the reselling of telephony products.
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| − | As part of your product, you can offer a concept which allows a client to buy additional account-level call packs, which will result in bonus included value being available at a per month cost.
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| − | Not only will this new account level subscription provide an additional quota, it will also provide the ability to rate the call based on a different rate card completely.
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| − | Access fees and setup fees can also be specified. This feature is primarily driven by API, and management interfaces will be created over the coming months to support it.
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| − | If you would like more information on this feature, please contact Sales.
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| − | | |
| − | '''Package Dependency support'''
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| − | | |
| − | Some of our customers, namely managed service providers for example, find themselves with a requirement where they want to be able to link two packages together, in such a way that if one of them is cancelled, a cancellation is automatically auctioned on the other.
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| − | A 'parent' Package Plan can have an unlimited amount of children, however a 'child' Package Plan can only have one parent.
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| − | | |
| − | : An example is where we have SIP lines, which are provisioned under a SIP trunk. The SIP Trunk is the master, and the SIP Lines cannot exist without it.
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| − | : By that same rationale, the lines cannot exist without the trunk, so if the trunk is cancelled, so too should all the lines be cancelled.
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| − | For more information on this Emersion Add-On feature, please contact Sales.
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| − | '''Anonymous External Signup Page'''
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| − | We have finished development on a simple sign-up page which can be linked to from your own website, allowing customers who visit you to directly place an order within the Emersion system.
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| − | The signup pages can be branded using CSS, much in the same way that a user portal does. Not all Service Types are supported at this stage.
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| − | For more information please contact Sales.
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| − | | |
| − | '''Stricter Organisational Unit Permissions'''
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| − | Added permission lock down to prevent specific organisational units from accessing all customers within a customer base. Useful for franchises.
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| − | For more information please contact Sales.
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| − | '''Credit Restrictions'''
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| − | Added new Add-On module to restrict amount that can be credited based on permission sets via create cardline.
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| − | | |
| − | Please contact Sales for more information.
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| − | | |
| − | | |
| − | '''''<u>Provided as part of base platform</u>'''''
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| − | | |
| − | ''''Early Landing' and 'Late Landing' usage '''''
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| − | These features have been implemented so that Miscellaneous and Service and Equipment records (such as connection fees) that arrive before the service is active can be handled correctly (Early Landing Usage), while elements of usage that arrive after a service has been cancelled are handled by Late Landing Usage.
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| − | The additional service periods created by this process exist for 7 days upon cancellation of a service.
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| − | '''Product Rate Override'''
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| − | | |
| − | Added support for service subscription based product rate overrides
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| − | '''Shared Caps'''
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| − | | |
| − | Enhanced share caps to allow grouping based on a 'key', not just implicitly grouping all under an account the same type.
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| − | ===Enhancements===
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| − | '''Plans / Usage / Rate Definitions'''
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| − | | |
| − | # Service Plan configuration and validation - implemented a process to check a plan is valid and ready for use during approval procedure.
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| − | # You are now able to download a CSV output of your Product/Service and Equipment Rate Card from within the Product Rate Card management interface.
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| − | # Added ability to define a rate card as either 'buy' or 'sell' to prevent Buy Rate Cards being attached to Sell Service Plans.
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| − | # Users are now able to delete a product rate from a Product/Service and Equipment Rate Card
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| − | # Changes have been made to the way a parent account is ascertained during the process which creates access fees and generates SIRs.
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| − | # Added feature to rediscover missing rate cards during rating if previously no rate card was detected.
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| − | # Added ability to clone a Product/Service and Equipment Rate Card through the management interface
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| − | # When calculating costs for Service and Equipment charges, account service based product prices are taken into account and a provider base price list will be the fallback.
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| − | # Added the option to download a Rate Card as a CSV file.
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| − | # Added ability to see the linked parent bolt on when viewing a current bolt on plan within a service plan configuration screen.
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| − | # Allow adding of tariffs by tariff id to rate cards.
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| − | # Allow adding of products by product id to product rate cards.
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| − | # Improvements have been made to the Service Subscription and Package Subscription plan pages so that you can view the Package Plan and Service Plan from the Service Subscription page.
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| − | # Added search to assist finding products when defining rates in a plan service product rate card.
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| − | # Added prevention for decimal places on price and charge increment fields in bolt on plan rate editors.
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| − | '''Service/ Package'''
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| − | | |
| − | # Added the ability to add (optional) cancellation notes, these are saved as 'Notes' against either the Package or Service.
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| − | # Ensure that on services where another party is responsible for the provisioning, notes are logged on activation.
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| − | # When you send an email of an order (from the Manual Provisioning page), it now includes the Service Identifier.
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| − | '''Quarantine'''
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| − | # Added ability to write-off of misc transactions to rating quarantine.
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| − | '''Payment / Financials'''
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| − | # Updated payment list to sort by vanity date.
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| − | # Fixed duplicate payments appearing under certain circumstances in the payment history section.
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| − | # Cleaned up the invoice layout configuration section around bank account details.
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| − | # Corrected links within the payment history section so they redirected to the correct object (invoice or account).
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| − | # Added ability to import bulk ledger cardlines also referencing a ledger code id.
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| − | # Added ability for providers to unreject invoices they have rejected for their own purposes (this does not include invoices escalated to Emersion).
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| − | # Added additional information in the transaction page for showing unallocated amount and account balance.
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| − | # Made pending invoice list sortable.
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| − | # Added export to CSV for pending cardline pages.
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| − | # Added support for the Emersion Operational team to force a wholesale SIR file creation into a cardline so it can be invoiced.
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| − | # Enhanced rejection of invoice screen to ask more useful questions to assist in speedy resolution.
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| − | # Added ability to manage notes under a ledger cardline.
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| − | # Improved management of early payment and late payment related discounts and fees interface.
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| − | '''Customers / Accounts / Contacts'''
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| − | # You can, in some sections, now search for a customer via the export reference field (useful for imports of customers from external systems).
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| − | # Increased possible length of trading name under organisation.
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| − | # Enhanced validation to prevent duplicate Export References.
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| − | # Added new contact demographical and additional address related information
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| − | #* Added gender field
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| − | #* Added birth country field
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| − | #* Added internet messaging field
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| − | #* Added alternative internet messaging fields
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| − | #* Added contact language
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| − | #* Modified contact language to relationship model from definition referencing to contact_language table.
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| − | #* Added Contact_Language table
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| − | #* Added Contact Timezone field
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| − | #* Added marketing source field
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| − | #* Updated phone password label to Account Password
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| − | | |
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| − | '''Reporting'''
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| − | * Cleaned up Carrier File type report so you cannot select the database intensive 'All' version.
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| − | : If you require a large dataset please contact sales.
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| − | '''Events'''
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| − | * Added ability to disable all events with a single button.
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| − | '''User Portals'''
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| − | # User portal section when managing an end user in Cumulus only now appears if the provider has a portal configured properly.
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| − | # Added process and simpler navigation to reset a user's portal access via the main customer list and under a client.
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| − | # Added subtotals in userportal for telephony usage.
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| − | # Prevented aborted subscriptions from being visible in user portal.
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| − | '''Supplier Specific'''
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| − | # Added support for AAPT Full Service On-Off Service feature activations for advance billing of sub service products.
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| − | # When ordering a Telstra SIM, the system would create an immediate invoice. The system will now create a cardline but not create an invoice, allowing you to choose to create an invoice or leave the Cardline for the normal monthly invoice.
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| − | # Provide ability to edit other arbitrary identifiers on a service (such as a "Contract ID") which may or may not exist depending on the service type.
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| − | '''Emersion API'''
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| − | * Re-implemented raw AAPT SQ check via the External API.
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| − | : If you wish to have access to the Emersion API please contact Sales
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| − | | |
| − | ===Bug Fixes / Minor Changes===
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| − | '''Service/ Package'''
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| − | * Changed the effective start date if the user is activating 'today' from being 'now' to 12:00:00am at the start of that day.
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| − | | |
| − | '''Payment / Financials'''
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| − | * Fixed duplicate payments appearing under certain circumstances in the payment history section.
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| − | * Repaired invoice use of service identifier where it wasn't specifically using the core identifier.
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| − | * Cleaned up wholesale/retail hybrid client invoice presentation to ensure only relevant cardlines to direct parent are shown.
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| − | '''Generic User Interface''''''
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| − | | |
| − | * Fixed issue which was preventing list filters from retaining values.
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| − | * Resolved an issue whereby the quick search tool in the top right of the page wasn't always returning expected results when searching for Service Identifiers.
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| − | * Fixed issue causing pagination to fail on the Service Subscription Period History tab
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| − | * Updated CSS around button within the quarantine section which was making the page difficult to use in small browsers.
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| − | | |
| − | ==3.48.02 - 21 June 2013==
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| − | Please ensure you log off and clear your browser cache.
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| − | Wiki Articles and User Manuals will be updated in our regular reviews.
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| − | | |
| − | ===Enhancements===
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| − | '''General'''
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| − | * Added a new static banner to clearly indicate when an account has been excluded from Emersion billing processes
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| − | | |
| − | '''Payment Methods'''
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| − | * The old BPay Details tab has been renamed and now contains configuration options for any payment methods that are mapped to your account, including BPay Details and Payment Surcharges
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| − | | |
| − | '''Cost Centres'''
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| − | * Updated display of default Cost Centre in Cost Centre dropdowns to tell you the name of the Account Default.
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| − | * Cost Centres tab in Service Subscription and Package Subscription now displays a clear message if no cost centre has been set at the account level
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| − | | |
| − | ===Bug Fixes / Minor Changes===
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| − | * New display on restricted account caused Logout button and Org Unit to wrap to the next line, making it hard to read - rectified
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| − | * Bug fixed which was caching old code when trying to order a product
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| − | * Fixed error caused by trying to open Finance > Accounts Receivable > Dispute
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| − | * Fixed bug where when ordering a service with a service multiplier, the form would not submit if you did not have a start date on the multiplier - this field is now marked as mandatory in the UI and the date is autopopulated
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| − | | |
| − | | |
| − | ==3.48.00 - 17 June 2013==
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| − | Please ensure you log off and clear your browser cache.
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| − | Wiki Articles and User Manuals will be updated in our regular reviews.
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| − | | |
| − | ===Enhancements===
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| − | '''Account Management'''
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| − | # Added account status to all the tabs under Finance - Accounts Receivable and added account status as a filter.
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| − | # Add new display notification for restricted accounts.
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| − | | |
| − | '''Wholesale Account Management'''
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| − | # 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.
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| − | # Added what billing method a client RSP account is using, if you are logged in as a wholesaler.
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| − | | |
| − | '''API'''
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| − | # SEE SALES for access to API Functionality (Setup Fees and an API Agreement Required).
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| − | # Added a new method to the API called CreatePayment, which allows like for like functionality to the Receive Payment UI under Cumulus.
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| − | # 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.
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| − | | |
| − | '''Cardlines'''
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| − | # Added to Pending Ledger Cardlines 'Ledger Cardline ID' as a search option
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| − | # 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.
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| − | # 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.
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| − | # 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.
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| − | | |
| − | '''Point of Sale'''
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| − | # Tabs added to Purchase
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| − | # 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.
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| − | | |
| − | '''General'''
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| − | # Added the ability for customers to download the customer list via CSV.
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| − | # Allowed the Service -> List All interface to be exported to CSV.
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| − | # 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.
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| − | # Changed colours and font size used in tabs and subtabs under the main interface for better visibility in low resolution screens and projectors.
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| − | # 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.
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| − | # Modified a number of user interface bugs with our Javascript libraries to ensure broader browser compatibility.
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| − | | |
| − | '''Invoice Management'''
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| − | # 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)
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| − | # Added Start and End Date to the Finance Invoice List to enable easier identification of periods.
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| − | # Fixed a bug that was causing bolt on cardlines to use the internal plan name rather than the external.
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| − | # 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).
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| − | # Changed logic to enable users to set invoice due date to the same day as invoice issue date.
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| − | # Updated the package plans configuration screen to have extra configuration for the first and second invoice period.
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| − | # When rendering an invoice with a high number of calls which removes itemisation, a message has been added to state this (rather then blank).
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| − | | |
| − | '''Package and Plans'''
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| − | # Added a description of the unit type for the Initial Free field when editing a rate against a tariff.
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| − | # Added search ability to be able to find a package group by name easily under Catalogue Management.
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| − | # General Improvements to the Packages and Plans UI making the lists more consistent and adding search criteria.
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| − | # Improved the error message to be more informative when you cannot add a rate card due to a broken rate card in question.
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| − | # 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 [http://wiki.emersion.com.au/wiki/index.php/SystemEvents 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.
| |
| − | | |
| − | '''[[ProductManagement|Product Management]]'''
| |
| − | | |
| − | * A new [[ProductManagement|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 [http://wiki.emersion.com.au/wiki/index.php/Category:SystemEvents 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 [http://wiki.emersion.com.au/wiki/index.php/SystemEvents/EventTypes event type] can be configured with an [http://wiki.emersion.com.au/wiki/index.php/SystemEvents/Actions action] to perform when the specific condition or ''trigger'' is detected. Further information about [http://wiki.emersion.com.au/wiki/index.php/SystemEvents 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.
| |
| − | | |
| − | ===Bug Fixes / Minor Changes===
| |
| − | | |
| − | * The Invoice function now examines the customer’s account profile correctly, enabling different invoice templates to be used for different customers.
| |
| − | * The Invoice can now be viewed from the ‘Manage Invoice’ function accessed from Finance -> Accounts Receivable -> Invoice List.
| |
| − | * Resolved the issue reported with ‘Approval – Do not send’ in the ‘Manage Invoice’ function to ensure the correct status is set and invoices are not sent to customers.
| |
| − | * All services associated with a package are now displayed under the package summary on the invoice regardless of whether there are any service fees associated with them.
| |
| − | * Resolved the issue discovered when cancelling a service that had service features that were previously cancelled.
| |
| − | * Minor enhancements have been made to the ‘Package Plan’ page including text updates and additional links to the on line help.
| |
| − | * The ‘Service Subscription’ page now correctly displays the provisioning log.
| |
| − | * The User Portal now correctly displays usage for Dialup services with MBs and time totals.
| |
| − | * The Provisioning system now handles churn losses correctly. Services that are reported as churned away are now automatically cancelled in the billing system as required.
| |
| − | * Implemented enhancements to some service features to allow configuration of the ‘Service Feature Identifier’ as being mandatory, optional or not allowed.
| |
| − | | |
| − | | |
| − | | |
| − | == 3.24 - 12 July 2011 ==
| |
| − | | |
| − | '''New Features / Enhancements'''
| |
| − | | |
| − | * Changes to the newly implemented rate management page so you can now view rates in tree form.
| |
| − | * Corrected issues with assigning properties to service plans such as shaping speed for example on ADSL services.
| |
| − | * Corrected issues with failed / pending payments pages and their pagination malfunctioning.
| |
| − | * Various interface bug fixes and improvements to user interface speed.
| |
| − | * Added in validation of correct ranged FNN service ordering.
| |
| − | * Now able to view usage under a period for a service by linking off the period ID.
| |
| − | * Customers with hosted RADIUS are now able to view RADIUS Session Details via 'View Service'
| |
| − | * Service page now displays whether a service should be currently shaped
| |
| − | * Several back-end bug fixes and speed improvements
| |
| − | | |
| − | | |
| − | | |
| − | == 3.23 - 06 June 2011 ==
| |
| − | | |
| − | '''New Features / Enhancements'''
| |
| − | | |
| − | * Added support to enable Emersion customers to import payments and ABA files directly into Cumulus.
| |
| − | * Added the ability to upload order forms for each service order.
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| − | * Added support for different set-up fees depending on on the transfer type (New, Churn, Internal Churn).
| |
| − | * Enhancements to the Events System. Emersion customers can now issue the following event notices:
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| − | ** Account Changes (new account, changed status, password change on service).
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| − | ** Payment Advise (failed or successful notifications on manual or automated payments).
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| − | ** Usage Tracking (standard monthly usage or rolling 30 day usage).
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| − | *** Please contact Emersion Support in order to obtain more information regarding these, and other available events.
| |
| − | * Added support for customers to have an e-mail template per invoice layout.
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| − | * New mail out tool in Events that allows Emersion Customers to format and send emails to customer base.
| |
| − | * Added highlight banner to display issues with customers packages/services.
| |
| − | * Added support for a shared cap which can be allocated at a package level and shared within the services underneath.
| |
| − | * Redesign of the rate management tool located in Packages and Plans > Management > Rate Cards.
| |
| − | * Added support for rate over rides for individual service subscriptions.
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| − | * Added support for rate over rides on bolt on plans.
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| − | * Changes to how RBT bundles are ordered.
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| − | * Added support to use words such as “now”, “last year” and “yesterday” in date fields.
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| − | | |
| − | | |
| − | | |
| − | == 3.22 - 14 April 2011 ==
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| − | | |
| − | '''New Features / Enhancements'''
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| − | | |
| − | * Emersion Software Systems now supports Telstra eBill Billing - please contact our sales team for further information.
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| − | * Added support to review pending cardlines and the ability to approve all pending cardlines to all customers pending invoices.
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| − | * Added support to manually approve the closure of [[ServicePlans/Periods/ApprovingPeriods|service subscription periods]] - please contact our support team for further information.
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| − | * Emersion customers can now view the subscription payment history of packages, services, service bolt-ons and service features in easy to read tables.
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| − | * Each service feature has a drill down page that allows you to view the payment history against the feature subscription.
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| − | * Service features now have a more streamlined management interface allowing you to manage them on a case by case basis rather than all at once.
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| − | * Service subscription page now has ability to compress/extend information which may or may not be relevant to a service allowing easier viewing of the subscriptions relevant details
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| − | * Service Plan can now have a different setup fee for each Service Transfer Type (New, Churn, Internal Churn) as selected when placing an order can now have different set-up fees. These are still overridden if the package has a setup fee. By default, all existing set-up fees have been populated across all fields.
| |
| − | * Service Configuration now provides for Customer Authorisation requirement. Including ability to provide differing forms for each Service Transfer type.
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| − | * Minor changes to the notes section as some service notes were appearing in the customer notes.
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| − | | |
| − | | |
| − | | |
| − | == 3.21 - 22 March 2011 ==
| |
| − | | |
| − | '''New Features / Enhancements'''
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| − | | |
| − | * Added a missing template for create organisation in customer/account.
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| − | * Added a max length attribute to the postcode field in the main address interface.
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| − | * Added quick links to the top of service subscription and proper tab refreshing upon saving of service subscription attributes.
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| − | * Ensured when Force Peak is turned on for data services, unnecessary cardlines are not created
| |
| − | * Can now cancel non-mandatory service subscriptions on a package, either immediately, on a future date or end of period.
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| − | * Sorting order of the invoice default view is now by invoice ID descending.
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| − | * Ledger cardlines with internal ledger codes cannot be edited.
| |
| − | * Added a buy/sell filter against a number of plan/service/bolt on interfaces.
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| − | * Invoices are not processed by EPS if the overdue amount is less than 1 cent.
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| − | * Support added for vanity identifiers to appear on invoices in place of standard identifiers.
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| − | * Service orders have had speed improvements and an ability to filter has been added.
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| − | * Modified the customer list to enable multiple statuses to be selected on the filter.
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| − | * Modified new service order pages to first preview available packages prior to continue to next step (SQ). See [[Services/Orders/NewOrder]]
| |
| − | ** Also added ability to ''Express Subscribe'' to a package if all service plan allowances in this package are non-mandatory.
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| − | * Both ''BMS'' Quarantine & ''Rating'' Quarantine pages now do not return results until filters are searched for. This will improve page load times.
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| − | | |
| − | | |
| − | | |
| − | == 3.20 - 16 February 2011 ==
| |
| − | | |
| − | '''New Features / Enhancements'''
| |
| − | | |
| − | *Added a [[Account/AccountCreation|Wizard]] for customer creation – Emersion have streamlined the way in which customers are able to create end users and order services in a one stop shop.
| |
| − | *[[PackagePlans/Contract|Contract Management]] – Customers are now able to add, remove and manage contracts on all end users* (*provided that contracts have been created)
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| − | **Added contract end dates where applicable on the package list page.
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| − | *[[Billing/LedgerCodes|Ledger Mapping and Reports]] – Customers are now able to map their own ledger codes to existing Emersion ledger codes, and extract ledger cardline and ledger transaction reports from the system in a format that can be imported by most common accounting packages.
| |
| − | **Added the ability to store an export reference identifier to an account.
| |
| − | **Added ledger cardline id to the pending ledger cardline page.
| |
| − | *Added support for Datafast RBT services – Please contact sales if you wish to discuss using Emersion to bill your Datafast RBT customers.
| |
| − | *Added validation to mailbox creation so duplicates cannot be created.
| |
| − | *Added more information to the create service process so you can see what has mandatory services and what doesn't.
| |
| − | *Added a report to show which users are locked from customers portal access.
| |
| − | *Added the ability to turn off service features via the User Interface.
| |
| − | *Extended the Aged Receivables report to report to include both organisations and individuals.
| |
| − | *Enhanced management for user portal management in Cumulus so you can reset login attempts.
| |
| − | *Enhanced Service / Package creation for products which have multiple mandatory and/or optional services.
| |
| − | *Enhancement to invoices – When an invoice is first created it will go through a DRAFT stage, before they are created as permanent and submitted against ledger.
| |
| − | *Added Bolt-On information to the retail invoice output.
| |
| − | *Added Journal ID to the Transaction reports within the finance section.
| |
| − | *Added both ex-tax and tax fields to the Ledger Transactions.
| |
| − | *Reinstated BPAY reference number generation.
| |
| − | *Modified search behaviour to allow special characters like '+'.
| |
| − | | |
| − | '''Bug Fixes'''
| |
| − | | |
| − | *Resolved issue with certain package chain discounts providing incorrect discount amounts.
| |
| − | *Resolved issue when attempting to allocate some payments where no outstanding invoice exists.
| |
| − | *Enhancement to the RBT Service report so columns on UI match that in the CSV output.
| |
| − | *Enhanced invoice creation as some invoices were displaying incorrect previous balance.
| |
| − | *Improved Service Subscription list so customers can see subscriptions of all statuses (including initialised).
| |
| − | *Modified package plan access fee configuration so customers can now 'unset' a previously set fee.
| |
| − | *Adjusted IP configuration so that IP addresses are now configured for customers that use Emersion hosted RADIUS.
| |
| − | *Improved the service subscription page so that 'View Service' is loaded by default instead of requiring users to select it. (and ‘Activate’ if the service is pre-active).
| |
| − | *In some cases Bolt-Ons were not cancelling correctly, this has been corrected so that Bolt-Ons will now cancel properly when a parent service is cancelled.
| |
| − | *Adjustments have been made to Mailboxes due to instances where some where the incorrect set of domains during SQ process were being used.
| |
| − | *Adjusted cancellation logic to ensure that all service identifiers are cancelled along with a cancelled service.
| |
| − | | |
| − | | |
| − | | |
| − | == 3.19 - 01 December 2010 ==
| |
| − | | |
| − | * Emersion Payment System now integrates into ANZ, Ematters and EziDebit payment gateways for Credit Card and Direct Debits payments. Please contact our sales team for further information on this.
| |
| − | | |
| − | Recent changes include:
| |
| − | * An update to all of our list pages (such as Customer List, Service List, Invoice List), such that the system will now save list filters and field ordering - so jumping between lists now no longer resets each list to its default search.
| |
| − | # This includes an ability to 'clear' all filters (by clicking Clear and then 'Submit') to return the list to its default setting. Further, this also includes the ability to clear the text in a given field by clicking on its label.
| |
| − | | |
| − | '''Please note:''' You may need to clear your browser's cache and cookies in order for these new changes to be effective. Further, these preferences will be session based - so if you log out and log back in, the lists will appear with no filtering selected.
| |
| − | | |
| − | * Updates to the search fields on all List pages such that the available filters at the top of each of the pages is now consistent with Customer List and Services -> List All (ie 'Account Number' and 'Customer Name' will appear in that order at the top of every page).
| |
| − | | |
| − | * The ability to add Instalment based purchases with our newly revamped purchase order system. Further, clicking on the 'Purchase' tab on a customer will show you any recent purchase. Please note that 'Create Purchase' on Customer list will still take you to the original 'Outright Purchase' page.
| |
| − | | |
| − | * Added the ability for Bolt-ons to have flag-falls
| |
| − | | |
| − | * Added contract breakout methods 'Remaining Initial' and 'Remaining Current'
| |
| − | # Remaining Initial means that the contract break fee will be based on the original Package on which this contract was originally applied
| |
| − | # Remaining Current means that the contract break fee will be based on the the current Package
| |
| − | | |
| − | * In 'Packages and Plans -> Management > Package Plans -> [choose package plan]' as well as 'Packages and Plans -> Management > Service Plans -> [choose Service plan]', it is now possible to add and remove the 'Saleable To' date even after the plan has been sold
| |
| − | | |
| − | * In 'Packages and Plans -> Management > Package Plans -> [choose package plan]', added the ability to 'Override' the Access Fee. Leaving the 'Override' setting off means that Access Fees will be charged based on the attached Service Plans. It is still possible to set this Fee as '0'. 0 means that the Service Plan Access fees are not charged and $0 is charged for Package Plan Access. This effectively makes the plan $0 per period length.
| |
| − | | |
| − | * Added ability to link Rate Cards and Product Rate Cards to Service Plans as of any day in the past providing that the Service Plan is not approved and has not been sold.
| |
| − | | |
| − | * Added the ability to provide discounts to individual Package Subscriptions through what is known as a Package Chain. This discount will apply to this customer even if this package subscription is migrated.
| |
| − | | |
| − | * Added support for Rolling Usage when managing the service plan of a DATA service type (eg ADSL). Also added the ability to configure the 'Tariff Handling Method' for Volume Based Usage.
| |
| − | | |
| − | * Removed strong password validation on ADSL service types
| |
| − | | |
| − | * Fixes to various reports
| |
| − | | |
| − | | |
| − | | |
| − | == 3.18 - 09 November 2010 ==
| |
| − | | |
| − | * Added support for a new billing profile "Passthrough + Flagfall" for Telephony usage on a Telephony Rate Card in the database
| |
| − | | |
| − | * Added the Ability to 'Abort' pre-active subscriptions.
| |
| − | | |
| − | * Added ability for customers to escalate an invoice to Emersion specifically, not just reject generically. Invoices that are not specifically escalated to Emersion will not be actioned by Emersion.
| |
| − | | |
| − | * Extended invoice sending by post to allow a custom email address.
| |
| − | | |
| − | * User portal now properly shows usage for all data based services.
| |
| − | | |
| − | * User portal now has supplier-less service types.
| |
| − | | |
| − | * User portal now supports rolling usage viewing.
| |
| − | | |
| − | * Added support for payment surcharges.
| |
| − | | |
| − | * Can now add both buy and sell product rate cards.
| |
| − | | |
| − | * Fixed saving of billing contact information on the customer contact details edit page.
| |
| − | | |
| − | * Fixed saving of addresses on the contact information page.
| |
| − | | |
| − | * Added ability to remove unallocated cardlines from the 'Pending Ledger Cardlines' tab.
| |
| − | | |
| − | * Fixed sections of manage invoice that were not reconciling invoice and re-rendering.
| |
| − | | |
| − | * Repaired refund page so it will show more than just organisation based accounts.
| |
This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to out new home. The release notes for Emersion's software will now be posted in a new location as of 21 July, 2017. We hope you find the new blog format easier to read and more informative. We will be posting notices every 2nd Friday and any important updates should they fall outside of this two-week cycle.
The archive of release notes published prior to the move will remain available to users in this location using the links above.
Emersion does not guarantee any features or functionality described in the release notes are provided to all users by default. Additional fees, including implementation fees, development fees, license fees or other costs may apply. Emersion also does not guarantee the accuracy of the release notes. Always review the help for detailed authoritative instructions.
