2023-01 Release Notes

Iteration: 2023-01

January 16th, 2023

Whats New?

5347	New Background Process to sync dates between OpsAdmin and ECI
4880	Rate Thresholds by Commodity

Improvements

5270	Adjustment for payment transactions sent to iCheck so that the datetime information matches iCheck’s server timezone.
5238	Now it’s possible to waive a deposit after the account has been submitted to the Billing System.
5267	The system allows marking a deposit as “Paid” after the account has been submitted to the Billing System.
5334	Updated Transunion credit check transaction to submit an empty value under the Permissible Purpose field.
5323	Now the “Date to Print” field from Letter Queue is available as a Dynamic field for Autoresponders.
\(＾▽＾)/	Improved speed for LDC search under Enrollment Manager.
¯\_(ツ)_/¯	Removed the “Customize Rate” feature from Quick Enrollments since it’s not being used and it could cause issues with plan versioning.

Fixes 

5343	Fixed an issue that would stop the user from creating a new affiliate.
5324	Resolved an issue where Renewals would be set to “On Hold” and the user would not be able to submit them to the billing system.
5328	Corrected a bug in the Sales Importer where the accounts could not be processed.
5332	Fix for the Plan Documents interface where the document display/communication rules settings would not be saved correctly after the user made changes.
5340	Fix for “Customer already exists” error under Sales Importer where the customer actually didn’t exist.
5342	Solved an issue that would prevent the ETF Invoice Queue from loading correctly.
5353	Solved a bug that would cause the screen to go blank immediately after entering a payment amount from MyAccount.
5352	Fix for account that shows a pending deposit even though the deposit was manually registered as “Paid”.
5325	Corrected an issue that would cause the Agent, Master and Sub Agent code from being submitted to the Billing System with their spreadsheet values.

Features & Fixes Details

New Background Process to sync dates between OpsAdmin and ECI

OpsAdmin can now sync enrollment dates with ECI MiniSQL database data. The process works as follows:

• Only accounts that have an Accepted or Dropped status in OpsAdmin are involved in this process. Other statuses are considered temporary in the account’s lifecycle.

• The ECI tables used as source as MeterStatus and and CurrentRateContract.

• OpsAdmin Contract Start Date is updated with CurrentRateContract’s RateEffectiveDate value.

• OpsAdmin Contract End Date is updated with CurrentRateContract’s ContractExpirationDate value.

• OpsAdmin Service End Date is updated with MeterStatus’s MeterServiceEndDate value.

Rate Threshold by Commodity

To avoid enrolling customers on the wrong rate, OpsAdmin now has a validation that prevents users from creating plans with inaccurate rates. Six new fields under Commodities Types indicate the low and high thresholds for rates, monthly fee and cancellation fee. These thresholds apply to fixed and variable rates.

The thresholds can be left empty to only validate higher or lower limits.

When creating/editing a plan (Plans Manager or Global Price Changes), the system will warn the user if the entered value in one of the affected fields exceeds the threshold previously set.