2021-10 Release Notes

Iteration: 2021-10

August 31st , 2021

Index

Whats New?

4441	Create plans to enroll in future dates.
4091	Import ERCOT Pricing Matrix.
3823	Get usage data from ECI.
4548	The document delivery method is submitted to ESG.

Improvements

4593	Better error messages in Sales Importer.
4550	The plan external identifier is now a numbers-only value to prevent issues with third party applications.

Fixes

4569	Quick Enrollments now correctly generates a new username to prevent duplicated ones.
4567	Zip Code zones can only have a single character.
4567	It was possible to add duplicated cities to zipcodes.
4582	Editing an enrollment wipe the Requested Date field, preventing the OpsAdmin from uploading it to the Billing System.
4606	In certain cases, the option to Renew was not available in My Account.
4610	It isn’t possible to add a new utility due to an issue inserting the corresponding log.
4598	Datamart not being imported if multiple marketer names were not setted.
4564	The Sales Importer wasn’t considering other marketer names than the default one.
4527	No contract end date when sending to the billing system.

Features & Fixes Details

Create plans to enroll in future dates

OpsAdmin has a limit that prevents enrolling customers with a Start Date past a certain threshold. This limit is determined by the configuration Maximum Start Date For Self Selected Switch in System Setup.

But what if the company wants to offer plans that allows to enroll customers from a certain date onwards?, for example, offer a plan that only during the month of August allows customers to enroll with a start date superior to September 1st; or from today onwards enable a plan that allows customers to enroll with a starting date during next year.

Now, this is possible with the new plans for future dated enrollments.

In the Plans Manager (and Affiliate Plan) there are two new fields under the Calendar & Additional Info section. To reduce confusion, the Start Date and End Date fields are renamed to Plan Enabled From and Plan Enabled Until.

The new fields are optional, and should be left blank if the plan is not intended to be used for future dates.

To explain how these fields work take a look at the following example:

This plan will be available until August 31st, but the customer will only be able to select a start date between October 1st and August 31st.

In the rates wizard, the date range is presented in the details section of each plan to prevent bloating the header with information:

It is recommended to indicate that this is a plan for future dates in the plan name or using the wizard highlight field.

When this plan is selected, the only switch / transaction options available will be those that are required to select a start date for the service, and those dates will be restricted by the plan configuration, as it can be seen in the image below where only dates from October can be selected.

This information is also available in Quick Enrollments:

In Sales Importer the system will validate that the contract start date falls in the future date range, again, in this example, the contract start date should be during October.

Finally, both dates are accessible for Autoresponders and Documents:

Import ERCOT Pricing Matrix

Now the system can import the ERCOT Pricing Matrix. Actually, the import process has been updated to be a little more flexible. This means that it should be able to import more files in the future, if at least the first 47 columns in the file remain the same, in other words, new files with extra columns will work without needing adaptations.