2021-07 Release Notes
Iteration: 2021-07
June 22nd, 2021
Index
What's New?
Improvements
| 4447 | Better error messages when Third Party Verification is disabled but a promo code associated with it is used. |
| 4422 | Credit check is no longer requested during renewals and winbacks. |
| 4423 | Replaced label in My Account to Confirmation Number. |
| ¯\_(ツ)_/¯ | Several UI changes to Enrollments and On Hold Queue screens. |
| ¯\_(ツ)_/¯ | Clearer winback behavior. |
| ¯\_(ツ)_/¯ | Removed a ton of old code and assets. This will help to improve the development times and reduce the risk of errors during the deployment of new versions. |
Fixes
| 4427 | Address incorrectly parsed when requesting a credit check. |
| 4427 | Error after requesting a credit check if the returned reason is not found in OpsAdmin. |
| 4436 | Regression error when opening old My Account |
| 4433 | New My Account not showing enrollments on login |
| 4446 | New My Account not refreshing the payments method list after adding a new one. |
| 4406 | Autopay setup wasn’t migrated after a renewal or PPU. |
| 4449 | Forgot Password autoresponders for customers weren’t considering the brand of the market. |
| 4455 | After resetting the customer password, some links were redirected to the incorrect page. |
| 4462 | Transfer of service had the incorrect zip code sent to the billing system. |
| 4460 | It was possible for an agent to edit payment methods from My Account even if the agent was missing the corresponding role. |
| 4444 | Can’t satisfy deposit on the new My Account. |
| 4467 | Added validations to prevent duplicate usernames. |
| ¯\_(ツ)_/¯ | The warning that indicates to check the required acceptance values was shown every time one was clicked instead of doing it when completing the enrollment. |
| ¯\_(ツ)_/¯ | External plan id wasn’t being generated for cloned plans. |
Features & Fixes Details
Now it’s possible to add Daily Rate Plans
For certain markets and utilities there is a need to be able to set up fixed plans without a rate per kWh, but with a daily rate. Now this is possible with the new Daily Rate plan type, in combination with the existing Divide Monthly Fee Amount utility property.
First of all, there is a new Daily Rate plan type. Note that this plan doesn’t require a rate, unlike Fixed plans.
To configure the fee it’s necessary to configure a monthly fee and the monthly fee divide amount. This may look unnecessary but allows using the existing configuration options and logic implemented to send the information to the billing system.
Under Plans Manager, set up the monthly fee desired considering the divide amount. For example, if the daily fee is $2 and the divide amount is 30 days (There may be a situation in which it is preferred to use 31, or even an average value with decimals), then the monthly fee will be $60.
Under Utility Manager set up the Divide Monthly Fee Amount. Also, there is a new checkbox here that allows to indicate if the fee will be presented to the customer as a daily fee, if checked, or the total monthly fee, if unchecked. In this case, the functionality will be presented with this option enabled.
When a daily plan is selected, the wizard will be very clear indicating that the plan has a daily rate and NOT a rate per kilowatt.
The replacement values for documents and autoresponders are also affected by the utility configuration and will show the monthly fee as a daily or monthly value based on said configuration:
Set up recurring billing by customer type
The configuration to make recurring billing required or optional has been can now be set up at Customer Type level. As a result, the existing system setup configuration has been removed. The property will maintain the value it had on System Setup by default.
Several UI changes to Enrollments and On Hold Queue screens
There are several changes in the tables of these screens to improve the presentation.
- Time is now hidden from the date columns. It’s still considered for sorting, and will show up if the mouse is hovered over a cell.
- Renamed customer column.
- Affiliate and Promo Code columns are merged in a single column with the promo code presented between parentheses.
- Removed the exported file column.
Clearer winback behavior
Previous to this version the system hid the reenroll and/or reinstate options when it wasn’t possible to perform such actions due to the current substatus. From now on, the options will remain always visible, but show a message indicating that it is not possible to continue due to the substatus to prevent confusion.