2020-11 Release Notes

Iteration: 2020-11

October 12, 2020

What’s New?

3916	Added role to bypass the mandatory setup of recurring billing.
¯\_(ツ)_/¯	Contract date behavior during enrollment process now configurable.
¯\_(ツ)_/¯	Added a Verification ID filter to the On Hold Enrollments Manager screen.

Improvements

3960	Second level menu options are hidden based on user roles.
3681	Multiple changes to adapt OpsAdmin to the newest version of ESG.
3973	Adapted information sent to ESG for the Texas market.
3980	The message that indicates to complete all fields during the enrollment process now it takes more time to disappear.
3980, 3989	Other minor UI improvements in Rates Wizard and Quick Enrollments.
3967	Added new custom fields to TPV.com integration.
¯\_(ツ)_/¯	The option to upload a letter of credit from On Hold Enrollment Manager now requires a confirmation to finish the process after selecting the file.
¯\_(ツ)_/¯	Improved verbiage of several texts in OpsAdmin.
¯\_(ツ)_/¯	Improved phone number field behavior in Quick Enrollments.

Fixes

4003	Traunch calculation was lost when affiliate plans were updated.
3964	Legacy Importer indicated that the account exists when the error was that the plan doesn't exist.
3951	Date To for T&D charges is no longer mandatory.
3956	Invalid rate error message was shown when that wasn’t the case in Global Price Changes.
3954	Reduced occurrence of More than one customer instance error in Quick Enrollments and Customer Support.
3981	System was preventing massive upload to the billing system for On Hold enrollments.
3980	Rates Wizard wasn’t showing the error message for invalid zip codes.
3976	Error message when updating a market or utility.
3989	Global Price Changes was rounding rates to 2 decimals instead of 4.
¯\_(ツ)_/¯	Custom Thank You pages weren’t replacing the dynamic values.
¯\_(ツ)_/¯	Spoke to Contact and Received Authorization columns in Drop Queue tables weren’t showing the correct value.
¯\_(ツ)_/¯	Sales and Legacy Import massive delete functionality wasn’t working.
¯\_(ツ)_/¯	Plan Bundles checkbox in Plan Manager was available only for certain clients with no reason at all. Now it will be always visible.
¯\_(ツ)_/¯	Error when editing a plan and clicking the Back button of the browser.
¯\_(ツ)_/¯	Fixed issue with Send Drops From Yesterday service task.
¯\_(ツ)_/¯	Incorrect company name shown in certain screens of OpsAdmin.

Features & Fixes Details

Added role to bypass the mandatory setup of recurring billing

OpsAdmin has a configuration in System Setup that allows the process to configure recurring billing during the enrollment to be mandatory or optional .

Now there is the new role Payments --> Allow to enroll without requiring recurring payments that allows bypassing the mandatory recurring billing in Quick Enrollments (this role has no meaning if recurring billing is configured as optional in System Setup).

Contract date behavior during enrollment process is now configurable

OpsAdmin had a configuration hardcoded for each customer to determine if the contract, service and request dates had to be generated during the enrollment process or not. These dates are temporal since are updated by the billing system once the enrollment is accepted.

Now that configuration can be changed from System Setup with the option Generate provisional dates when saving the enrollment.

NOTE: No client should see any change on how the system behaves since this value will be automatically configured to maintain the same logic previously used.

Second level menu options are hidden based on user roles

OpsAdmin has roles and permissions to access any screen listed under the first level of the main menu. The problem was that, even though trying to access a restricted screen would result in an error, the options were visible. For example, if a user only had access to Users and System Setup under Global Setup, still all options were visible.

This has been fixed and now only the corresponding menu items are shown depending on the roles the user has associated.