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2018-04 Release Notes

Iteration: 2018-04

August 10th, 2018

What’s New?

2359Added options to massively update enrollments status.
2331Added options to massively publish or unpublish plans in the Plan Manager.

Fixes and Improvements

2386Fixed an issue where unlocked affiliates weren’t updated when updating the rate of the parent plan.
2344, 2221Fixed an issue where Sales Importer wasn’t rejecting accounts that already existed in the system.
2256, 2296Fixed an issue where an enrollment was being rejected twice for a single transaction.
2228Improved validations to further prevent status and dates sync issues when an LCD has multiple enrollments.
2235Fixed the count shown in Rows with errors in Sales Importer.
2298Fixed and improbable error where two notifications in an incorrect order would be sent if the dates of the notifications were exceeded.
2327Added a saving overlay when creating or editing a document to prevent multiple clicks that generated issues with versioning. 
2339Fixed an issue that prevented from saving the cellphone of the customer when editing an enrollment.
2343Fixed an issue in Sales Importer that duplicated the dashes in the LDCs.
2354Fixed the excel export of Invoice Archive.
2358Added a validation to prevent inconsistencies between the dash format and LDC length in Utility Manager.
2374Fixed an issue when printing letters of autoresponders customized by utility.
2396Changed validations made when versioning plans.
2276Improved validations of Reason Codes.
2316Fixed an issue to correctly show the amount of emails or letters generated successfully.
2391Now instead of preventing the user from sending a Drop to the Archive when it has ETF, the system asks for validation.
2340Improved the set of rules related to addresses that the Sales Importer follows to import Enrollments.
2368Now the system shows the corresponding text when showing the Early Term Fee in My Account.
2189Added new validations and an Autoresponder Trigger (ReEnroll Enrollment Accepted from Cron) to prevent the system from sending New Enrollment notices when doing a ReEnroll.
2319The utilities in Utilities Manager are now sorted by Market and then by Utility in alphabetical order.
2337The Status dropdown in Enrollment Details is now sorted in alphabetical order.

Features & Fixes Details

Added options to massively update enrollments status​

This new feature lets the user change the status of several enrollments at the time. This can be done from the enrollment manager, check the corresponding enrollments and clicking the Change Status for selected accounts option.

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This will open a popup where the user can select the new status and decide if send or not the corresponding autoresponders tied to the status change.

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Keep in mind that this feature has a role tied to it, so to be able to see the Change Status for selected accounts button the role has to be associated to the user role group.

Added options to massively publish or unpublish plans in the Plan Manager​

This new feature lets the user publish or unpublish several plans at the time. This works for parent plans and affiliate plans. Although, keep in mind that closing and reopening the affiliates list for a parent plan resets the affiliates selection.

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Changed validations made when versioning plans​

This change can be divided in two parts, a fixed issue and a change in the logic followed.

The fixed issue caused that, when using Global Price Change and NO change was made to the plan but still saved, the plan was marked in a way that future changes to that plan, that should generate a new version were updating the plan instead of generating the new version.

The change in the business logic is that now the Default Pricing Plan Desc generates a new version of the plan. Up until now, changing the Default Pricing Plan Desc was handled by simply updating the plan.

Improved validations of Reason Codes​

The reason codes used by ESG aren’t unique. This means that the same reason code can be used for different situations, even being repeated more than ten times with different descriptions.

That’s why we updated the system to not only validate the reason code, but also the description. Keep in mind that now is mandatory to keep the reason code descriptions updated, because changing a single letter (done by ESG on their side, for example) will make the validation fail.

The validation is case insensitive, so it doesn’t matter if the letters are upper or lower case.

A couple of weeks ago, ESG made the Billing Address and Mailing Address fields mandatory, so the Sales Importer was updated with new rules to make the import process a little more straightforward. By doing this we try to reduce the amount of errors in the import process due to missing data.

  • If no field for mailing address is provided, then the system will use the service address fields data for both addresses.

  • If at least one mailing address field is populated, then all mailing address fields are expected and as so, the system will prevent the import if at least one mailing address field is missing.