2018-03 Release Notes
Iteration: 2018-03
June 30th 2018
What’s New?
| 1916 | Added an Importer Manager to create and edit different structures of data to import Enrollments. |
| 2279 | Now the enrollment manager exports the Requested Start Date, Contract Start Date and Contract End Date fields. |
Fixes and Improvements
| ¯\_(ツ)_/¯ | Improved New Reason Code Rule page. |
| 2241 | Fixed an issue where some Forbidden LDC roles weren’t considered. |
| ¯\_(ツ)_/¯ | Fixed an issue that prevented from creating an enrollment through Quick Enrollments. |
| 2197 | Fixed an issue where the legacy importer was generating duplicates. |
| 2030 | Fixed an issue that prevented to renew some accounts. |
| 2154 | Improved how utilities names in Sales Importer enrollments are formatted. |
| 2165 | Improved the Import Drops process. |
| 2178 | Fixed an error in the Reinstate customer process. |
| 2173 | Fixed an issue when saving an enrollment with a long username. |
| 2185 | Fixed an issue when importing sales with some LDC dash formats. |
| 2190 | Improved Rates Wizard presentation in mobile view. |
| 2244 | Improved Rates Wizard presentation on narrow screens. |
| 2198 | Fixed an issue with the pagination of the ETF Invoice Queue. |
| 2175, 2202, 2246 | Added a validation to prevent sending a renewal notification for an account that already has a PPU. |
| 2255 | Fixed an error that prevented from opening the New Reason screen. |
| 2218 | Fixed an issue where Work Phone Number wasn’t submitted to ESG. |
| 2243 | Fixed an error that prevented changing the status of drops in Invoice Archive. |
| 2205 | Fixed an error where enrollments weren’t imported due to the LDC not having the Dash Format. |
| ¯\_(ツ)_/¯ | Improved Check Renewal Notification process under heavy load circumstances. |
| 2155 | Improved the Rates Wizard behavior when changing between customer types. |
| 1699 | Lots of work and bug fixes for one of our wizard appications. |
| ¯\_(ツ)_/¯ | Improved filters and table UI of Invoice Archive. |
| 2285 | Fixed an issue when updating accounts with the same LDC but different status. |
| 2266, 2234 | ESG made the Mailing Address fields mandatory and the system was updated to provide those fields. |
| ¯\_(ツ)_/¯ | Simplified System Setup by removing unused and deprecated configuration values. |
| ¯\_(ツ)_/¯ | Improved code quality by removing unused and outdated features. |
Features & Fixes Details
Added an Importer Manager to create and edit different structures of data to import Enrollments
A new way of importing enrollments to the system has been added. Instead of having hardcoded importers that require certain structures to import the enrollments, now is possible to generate the importers needed with a manager. For this, two new pages exists in the system.
First the user must create or edit the importer from the Importers Manager:
In the New Importer screen the user must set the name and the fields that the excel file used to import the enrollments will have. The fields can be added manually or importing the structure from an excel file; in this last case the user must set the Mapped Field value manually for each field. The rest of the fields are optional:
Once the importer is created, the user can use it to import the enrollments from the Enrollments Importer, selecting the Import option and from there the Importer and File to import.
Once the file has been processed, those enrollments that couldn’t be imported remain listed in the page with the details of the deviations to be corrected.
From this point the user can correct the deviations or delete the enrollment. To correct the data the user simply needs to click the enrollment and a popup similar to the ones in Sales or Legacy Importer will show up with all the fields to add or edit.
Keep in mind that for the time the Importers Manager won’t force to add any particular field that IS required although those fields will be validated and required by the Enrollments Importer. In future iterations of the software the Importers Manager will validate that the required fields are present in the importer.
Added a validation to prevent sending a renewal notification for an account that already has a PPU
A new configuration for the Enrollment Status has been added to indicate which statuses should send the notification and which shouldn’t. By default all statuses send the notification, so please, communicate with support and provide the accurate values for each of the different enrollment types if you wish to change their behavior.
Improved New Reason Code Rule page
The Utility and Reason Code ID fields are rearranged and related. The Reason Code ID field now is populates depending on the value selected in the utility field.
Improved the Rates Wizard behavior when changing between customer types
When the customer enters to the wizard and provides all the data that the system requires, it will show all the plans available for the selected customer type. When the customer changed the customer type, if the utilities available for the newly selected customer type were different than the ones of the original, the system would show incorrect plans or not show any at all. Now, this behavior has been fixed by prompting the client to choose the utilities before loading the plans.