Revision as of 08:30, 10 May 2016

The following topics are available:

• RELEASE NOTES ARCHIVE 2015
• RELEASE NOTES ARCHIVE 2014
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• RELEASE NOTES ARCHIVE 2010

3.83.00 - 10 May 2016

New Features / Optional Modules

Fees may apply to have these configured, activated and maintained
If you are interested in subscribing to an optional module, please raise a new sales ticket by email to sales@emersion.com.au

Event Framework

• Ability to trigger different events based on the invoice delivery method

The event framework has been enhanced to support a Filter based on the Invoice Delivery Method on the Invoice Due and Invoice Overdue Events. Ofter configuration of this feature the UI now allows the ability to set a 'Postal Email Address' ie An internal email address to send the 'post' events to (eg through a custom email recipient)

Depending on the Invoice Delivery method: - If Email - send to Default recipients as per settings - If Post - send to a specific Email address. - If Email and Post - send to both. NB: This new feature is available for the following event types: 1. Invoice Due 2. Invoice Overdue

Bulk Imports / Updates

Each Bulk Import can be requested to be enabled from the Sales Team. Once Off Fees apply to enable these features.

• Bulk Approve and Hide from Portal

Pending invoice can now be approved and hidden from the user portal in bulk.

Enhancements to Optional Modules

Fees may apply to have these configured, activated and maintained
If you are interested in subscribing to any of our new enhancements, please contact our Sales Team for further information at sales@emersion.com.au

ZenDesk Integration Enhancements

• Improved logic within ZenDesk account creation to first check whether a user already exists in the remote platform and if so to use it.

Xero Enhancements

• Xero - Manual Reserve Button Added

Upon access to this page the system ensures that a Xero Authenticated Session is available and that the user/account has access to the Xero feature before providing the 'Reserve Invoice' override button. A button has been added within the 'Manage Invoice' section which permits the manual reservation of an invoice within Xero where reservation was not performed.

• Xero Integration - New Buttons added to mark payments and invoices as manually processed in Xero

Allows payment and invoice to be manually marked as already existing in Xero

• Added Xero Integration report

If you find any Xero integration errors, you can run Xero integration report to find the causes related to either invoice or payment.

• Failed Xero integration requests that have hit object quarantine

Xero Integration report will attempt again in ½ a day (12 hours)

Further Documentation

Enhancements – General

'These enhancements are provided as part of base platform and are included as per your maintenance fees'

• Invoice 'Payable' column

Added 'Payable' column to invoice lists (Customer - Dashboard - Recent Invoice, Customer - Invoices)

• Periods in Advance

'Periods in Advance' setting of the Package Plan can now be applied when generating new Service Feature periods and new Service Bolt-On periods.

• Use Bulk Pricing without Account Discount Subscription

A flag in the service plan definition will enable "Bulk Pricing Service Feature Billing". The system will initially count the amount of active service feature subscriptions that are on a given account. It will then leverage off both this and the active product rate card against the plan, to ascertain the price to charge. If further discounting is required above and beyond the product rate card against the service plan, the account discount subscription system can be used on top of this.

• Get Account External API

The ability to request account details by providing the account id

• Extra Fields in Invoice Overdue Event

The following fields have been added to all the Invoice Overdue event templates 1. Date of issue - The date the event is sent 2. Billing address - The same fields that are presented on the invoice.

Performance Enhancements

Performance enhancements have been made to the following pages:

Invoice Rendering

• Emersion have enhanced the invoice generation framework to split Large Invoices to a seperate Queue to ensure more speedy release of smaller Invoices.

Reporting

• Events Reports have been moved from the Finance Tab to a new Events Tab.

Bug Fixes

• Get and Set Forms URL Fixed

Fixed the Forms for 'get url' and 'set url' in the 'Service activate' and 'Service plan page due' to update functionality and to prevent an accidental override of the URL.

• Finance Credit Text Change

Removed text description in finance > account receivable > credit that was misleading or inaccurate.

• Cardline Import Text Change

Update cardline import tab name from Cardline to Cardline Import. The description was also updated.

• Payment Ledger Displaying an Incorrect Amount

• Issue loading surcharge in take payment

• Account invoice approve redirection missing Tab

Fixed the 'Confirm' button redirection which resulted in the customer account invoice page missing a Tab during the approval redirection.

• OnOff Record Process Issue

For AAPT CDCE, feature 'Off' records will cancel the relevant service feature subscription as of the date stopped rather than the date started

• Bulk SMS Out - Code error resolved

Resolved code error issue when searching by contact name or contact email address

• Account Importer and userportal user

Ensure the permissions for End Users are setup correctly during a bulk manual account/end user import

• Invoice Generator to retry rendering_failed invoices

Ensure that if InvoiceGenerator fails to render an invoice, that the invoice is placed in object quarantine, and the process retries the invoice at a later date

• Customer > Payment not showing correct amount in "Payments Allocated Against Invoices"

Ensured that the correct amount is displayed in 'Payments Allocated Against Invoices' section. Resolved an issue identified where if more than $999 was allocated against an invoice, the amount would not be displayed correctly in 'Payments Allocated Against Invoices' when viewing a payment

• Cost Centre Invoices not showing correct Service Feature Quantites

When rendering a 'cost centre' invoice, ensure that for Service Features, that the invoice shows the correct number of Service Features as per the set Service Feature Quantities

• Ensure Payment Surcharge can be entered using decimal places

Resolved where the surchage text box no longer supported decimals

• List totals not displayed under certain conditions

Fixed the core List template so that the absence of subtotals does not prevent totals from being displayed for columns with custom logic for total calculations

• Display of End User portal header logo

Fixed User Portal logo display

• Carrier Location Availability Import UI tab issue

Fixed tab highlight issue and add a feature wrap around button import in address list

• Remove/Modify Misleading help message on Accounts Receivable -> Credit

Updating text to "Credits are able to be allocated to invoices with outstanding amounts"

• Manage Invoice - "Reset Issue Date" checkbox not functioning

Fixed invoice approve reset issue date and due date. Added reset date functionality to approve do not send. Added save to ledger journal back to the invoice that is being process immediately.

• Unable to save value list for object property 242

Fixed JavaScript to wrap attribute name in double quote

• Invoice List Not Updating After Invoice Approval - Not Showing Customer Account Tabs

Fixed approved invoice redirection

• Recurring Purchase Not Working

Fixed product purchase recurring page. The extra page on creating recurring purchase was removed. The recurring purchase date, serial number and purchase description, if the purchase has not been billed can all now be updated.

• When editing IPND contacts, the contact sub type drop down was not populating

The IPND contact now saves to the contact details.

• Uncaught Exception: Where the Service Subscription Id is not valid

Added additional status checks to correctly create an installment purchase which is required to find a service subscription period to associate the installment to

• Bulk Import - Contact Details and Addresses

Contacts and Addresses now separated into individual items

• Inventory & Warehouse Enhancements

In product inventory add Cost Inc Tax , Warehouse id, Warehouse name, bin id, bin name. Change Cost to Cost Ex Tax. Also added the ability to search warehouse and bin by name or id.

• Updates to the system used to upload a Logo

The UI has been enhanced to notify a user when folder configuration is required when uploading a Logo

• IPND Update Queue Error - extend/display error code messages

A lightbox link was added to display the error code/message(s) corresponding to the IPND Update when an error has occurred

THE END

3.82.00 - 24 February 2016

New Features / Optional Modules

Fees may apply to have these configured, activated and maintained
If you are interested in subscribing to an optional module, please raise a new sales ticket by email to sales@emersion.com.au

Broadsoft SSaaS (via AAPT) (Automated provisioning)

Improved provisioning processes to include application and removal of optional feature packs.

iSeek - Optus Mobiles / Wireless Broadband

A new configuration method has been configured to support SIM inventory and management for Semi-Manual based mobile service types. This has been configured initially against the iSeek – Optus Mobiles service type. If you have a mobile service type that currently does not support this and you need this support, please contact your account management or sales for more information.

Telstra WME

Additional support has been added to the platform to manage situations where automatic application of additional bolt-on add-ons (additional data packs is the most common use) – and you have clients that wish not to opt-in to this feature, that you are able to exclude them.

Service Desk

A configurable auto-refresh and countdown clock has been added to the Service Desk > Service Request List. This allows users to set how frequently the screen refreshes, enabling you to see new tickets arrive and ticket updates without having to do anything. Users can select 1, 5, 10, 15, 30 and 60 minutes. The countdown clock shows users how much time is left before the next screen refresh.

Added a power to give users control over who can view and delete a customer note. Deleting a customer now hides the note from the user interface, rather than deleting the note in the database.

• Power location: Customer management > Delete Customer Notes

SMS Notifications

Emersion now integrates with Clickatel and SMS Global as an alternative SMS Gateway suppliers. If you need additional SMS providers, please contact your account manager or sales for more information on how we can help.

Services and Activation

A new feature within the service activation process can now permit a service provider to configure the next anniversary for a package. This provides a way for the user to manually set the end date of the first package subscription period. This is designed for service providers who need to control the start date of the service (service activation date) and additionally control when the first period will lapse.

The package plan can be able to be configured to honour this date via the Honour First Period End Date if Set flag. The power allows users to control who can set the first period end date during the activation process A new power will be required to set the date during the package activation. This power is called Can set first period end date. If the user does not have the power, they can still see the field, but they cannot edit it.

Commissions

The Agent Code has been added to columns on the pending bounties, pending trails and pending product sales lists. Users can also search on the Agent code. An agent code typically corresponds to an Organisational Unit within your account.

Product Order Map

Added a new configuration option allows service providers to force the first instalment to be collected when purchasing hardware linked to a package plan (via instalments).

Important Change regarding Invoice Due dates/times By default when an invoice is created in the system, the invoice due date is the invoice end (always midnight) plus the amount of due days configured against the account (via an account attribute).

Enhancements – General

'These enhancements are provided as part of base platform and are included as per your maintenance fees'

Important Change regarding Invoice Due dates/times

By default when an invoice is created in the system, the invoice due date is the invoice end (always midnight) plus the amount of due days configured against the account (via an account attribute set by Emersion and based on your preference).

If these dates are overridden via Cumulus manually, the user is forced to select an exact day. There is no time component when overriding the invoice due date. Users can also use the Bulk Invoice Approval tool to approve invoices. This tool gives users the ability to adjust the dates based on the approval date. As a result, the automated credit card and direct debit payment run was processed at the date and time of the invoice due as set by the user. I.e. If the trading terms are 14 days and upon approval using the bulk approval method the invoice due date is set to 16/03/2016, at midnight (0:00hrs) on the 16th March, 2015 the invoice will be approved and an attempt to take payment will be made.

I.e. If the trading terms are 14 days and upon approval using the bulk approval method the invoice due date is set to 16/03/2016, at midnight (0:00hrs) on the 16th March, 2015 the invoice will be approved and an attempt to take payment will be made.

Performance Enhancements

Performance enhancements have been made to the following pages:

• Customer > List
• Services > List
• Services > Manual Provisioning
• Finance > Accounts Receivable > Receive Payment
• Purchase > Recurring Purchase

Invoice Rendering

Emersion have enhanced the invoice generation framework to make it more reliable and scalable for service providers with large numbers of invoices to manage.

The file size threshold has been increased from 2Mb to 10mb allowing for larger files to be uploaded during orders and during sign up (via the sign up portal).

Product Sales

• Products now support both fractional quantities (e.g. area, weight, etc) and negative quantities. When a negative quantity is entered along with a positive unit price, the result is a credit cardline.
• Enhanced the Customer > Purchases > Outright screen of a customer to show product instance information.
• Emersion now supports breaking out of an instalment plan early where the cost associated with the product is $0.

Payments and Accounts Receivable

The Finance > Invoice List screen has been updated to include additional columns showing invoice delivery method and if the Hide this Invoice from customer User Portal check is enabled.

Added additional security and validation around cumulus and end user portal usernames and passwords.

A new payment transaction status “System Failure” has been implemented. When an attempt to take a payment is made, if a response is anything other than a bank derived failure (decline) or success, the transaction will be given this status, and no payment failure events will be triggered.

Bulk Imports

The cardline import tool has been migrated to use the standard bulk tool framework. The framework enables bulk tools to operate in a consistent manner and utilises the same event to notify users if the bulk action was successful or not.

Reporting

The Bolt On Current Usage Report has been enhanced to include the ability to search on Account Profile.

Improvements have also been made to the suite of margin analysis reports – contact your account manager or sales for more information on using these reports.

Mass Mailing

Updated the Email Out function with improved search capability for account contacts and service contacts.

Bug Fixes

• Increased the length of the customer name field when taking a credit card payment.
• In some situations the product inventory import button would not appear under product management.
• The telephony bolt-on excess rate and included value sections now supports decimal numbers.
• The service plan configuration section would previously allow a user to attach two product rate cards with the same effective date against for a service plan.
• At times duplication of bolt-ons (visually only) would appear in the Service Subscriptions > Manage Bolt-ons page.
• Fixed an issue where payments were declined due to an expired card where they were being marked as System Failure.
• Fixed an issue with the product instance pop-up box during a purchase that resulted in leaving off a few characters when a serial number was copied and pasted externally.
• Fixed a bug that prevented the invoice delivery event from firing while payment is in the processing status.
• Security deposit creation or removal card-lines were previously permitted to be deleted.
• The product purchase screens sometimes would not properly allow the bulk copy/paste of serial numbers.
• Fixed an issue with Download to CSV function, pagination and sorting results on the View Usage page.
• Fixed an issue when processing an internal churn that caused the system to show the error "Mobile Number no longer available to be ordered”
• Fixed a minor defect in the Create Customer wizard that occurred when entering a secondary contact when all mandatory fields were not filled out by the user.
• Some mandatory fields during creation of an account would prevent international addresses from being entered.
• Fixed a defect that caused contract break out fees to be charged when they should not have been.
• Fixed a defect that occasionally resulted in an incorrect price being retrieved for a product and ensured output was ordered in a more intuitive manner.
• Fixed an issue where the Email Order in the Manual Provisioning process was splitting the email address link incorrectly.
• When a service was cancelled, if it relied on Emersion’s Service Restriction Framework, the restrictions were not removed resulting in visual notifications that were not valid.
• Fixed an issue that caused the direct debit surcharges set at the global level not being saved for some customers.
• Added additional validation to check if the package or service subscription is scheduled for cancellation when using the Package Migration Bulk tool.
• Bounty and trail percentage fields in the Commissions module now support decimal numbers.
• Fixed a defect that in a specific scenario, allowed a user to migrate a customer to a different package when it has an active contract, when the current package plan is not in that contract's package pool.