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2025-07

2025-07 Release Notes

Iteration: 2025-07​

June 5th, 2025

Whats New?

Time of Use Plans

Improvements

  • Removed the “Without Affiliate” option from the Prospect Autoresponder as it was not used.
  • Enrollments API: Added customer’s IP to the endpoint header to validate if the IP is blocked/allowed to perform payments. This change is detailed in the API documentation.
  • Added Arial Narrow to HTML editor.
  • Added Gas Supply Option field to Utility Manager (ECI Billing System)
  • Revamped rate related replacement values to display dollars or cents
  • Added “Active” feature for Autoresponders.

Fixes

  • Corrected an issue that prevented the cover letter from being included in an Autoresponder Package.
  • Fix for emails issue where old branded emails were sent to customers when they shouldn’t.
  • Correction for the Reset Password functionality after verifying that some accounts didn’t receive their email and the email did not include the reset link when opened in MyAccount.
  • Fixed broker notifications functionality where some broker emails were delivered to customers when they should not.
  • Solved issue at the time of exporting renewals and PPUs to the ESG billing system.
  • Resolved bug in Reprint/Resend queue that prevented reprinting documents.
  • The distribution emails in the Pricing Matrix have been adjusted to only include email addresses configured under the Affiliate Manager, excluding the user's email address.
  • Corrected pagination issues in Prospect Manager and Prospect List.
  • Fix for DocuSign Go Live mode error.

Features & Fixes Details

Time of Use Plans​

It’s now possible to set up a plan that will have different rates depending on the time of the day or period of the week. To achieve this, OpsAdmin offers a new plan type called Time of Use.

This new plan type can be found under Plans >> Settings >> Plan Types. It is important to know that this plan is distinguished from the other ones because of the Multiple Rates Required checkbox as well as the already existing Rate Required checkbox.

When creating a new plan, if the Time of Use type is selected, the UI offers a set of new fields:

alt text

The Interval Rate Setup section allows users to define a period of time in which the specified rate will be lower than the usual rate (The already existing Rate field).

Users can choose between a Weekly interval (ie From Monday 8AM to Friday 11PM) or a daily interval: A period within a day where the rate is lower (ie from 7AM to 5PM). At least one of these intervals is mandatory but both can be used at the same time.

The interval rate should always be lower than the regular rate and it’s not affected by the commodity thresholds. Any change on these fields will trigger a new version of the plan. As for the consumption percentage, this field is used for traunch calculations. This percentage is a representation of the period in which the rate will be lower.

It won’t be possible to version/update Time of Use Plans through the Sales/Legacy/Renewal Importer or Global Price Changes. Sales Importer column “Credit_Score_Num” (12th column) will be used to indicate that the account is being enrolled in a Time of Use Plan.

For EFL Calculation purposes, this is how the calculation will work. This image also includes two examples. The second example shows the calculation for a no charge rate interval.

alt text

Added Gas Supply option field to Utility Manager (ECI Billing System)​

Added a new field for Gas Utilities that connect to the ECI Billing System: Gas Supply Option:

alt text

The ECI Billing System receives this field immediately after the GasPoolNumber XML tag and directly beneath the SupplyOption XML tag. This submission order mirrors the existing GasPoolNumber XML tag submission to the billing system.

Replacement values for Dollars or Cents​

Replacement values related to the Plan’s rate field have been revamped so users can decide if they want to display plan rates in dollars or cents.

Initially, these were the available replacement values related to the plan's rate. All of them displayed the rate in cents:

  • [PREVIOUS_ENROLLMENT_PLAN_RATE]
  • [ARP_RATE]
  • [PLAN_DEFAULT_PLAN_RATE]
  • [PLAN_FUTURE_RATE]
  • [PLAN_PRIOR_RATE]
  • [PLAN_RATE]
  • [PLAN_INITIAL_DISCOUNT_RATE]

With this release, the prior replacement values have been broken down into the following dynamic fields so users can choose to display dollars or cents:

  • [PREVIOUS_ENROLLMENT_PLAN_RATE_DOLLARS]
  • [PREVIOUS_ENROLLMENT_PLAN_RATE_CENTS]
  • [ARP_RATE_DOLLARS]
  • [ARP_RATE_CENTS]
  • [PLAN_DEFAULT_PLAN_RATE_DOLLARS]
  • [PLAN_DEFAULT_PLAN_RATE_CENTS]
  • [PLAN_FUTURE_RATE_DOLLARS]
  • [PLAN_FUTURE_RATE_CENTS]
  • [PLAN_PRIOR_RATE_DOLLARS]
  • [PLAN_PRIOR_RATE_CENTS]
  • [PLAN_RATE_DOLLARS]
  • [PLAN_RATE_CENTS]
  • [PLAN_INITIAL_DISCOUNT_RATE_DOLLARS]
  • [PLAN_INITIAL_DISCOUNT_RATE_CENTS]

The amount of decimals for rate values has also been improved to display a max amount of 4 decimals.

An example with actual data:

PREVIOUS_ENROLLMENT_PLAN_RATE_CENTS : 7.49

PREVIOUS_ENROLLMENT_PLAN_RATE_DOLLARS : 0.0749

PLAN_RATE_CENTS : 7.99

PLAN_RATE_DOLLARS : 0.0799

**It is very important to review existing autoresponders and documents as this release takes care of updating the replacement values currently used in documents to show dollars or cents based on the customer’s configuration, however, revision from a user is advised. **