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2024-03 Release Notes

Iteration: 2024-03

March 18th, 2024

Whats New?

6095Added specific validation in the process of updating accounts from Pending to Accepted when dealing with TX enrollments
¯\_(ツ)_/¯Added option to disable weekend start dates in Utility Manager

Improvements

5969Adjusted and improved functionality of ETF triggers (ETFWaiveAfterGenerated and ETFSendDocument).
6026Added columns to the Reject Codes Excel export.
6106Added columns to the Zip Code Lists Excel export.
5962Now it’s possible to include tax settings in ECI SOAP Call depending on the Utility.
\(＾▽＾)/Added search feature to some multiselect dropdowns.
\(＾▽＾)/Changed the frequency in which emails are sent from 1 minute to 30 seconds and from 1 hour to a minute based on priority settings.
\(＾▽＾)/Performance improvements for enrollment creation.
\(＾▽＾)/UI enhancements for Enrollment Details page.
\(＾▽＾)/Numerous UI enhancements across the system.

Fixes 

5978Adjusted validation during Transfer of Service so current autopay settings for customers are inherited by the new enrollment.
5991Corrected an issue that would result in having wrong drop dates for transactions imported from ECI.
6027Fixed a display issue in Enrollment Details where the autopay data was not shown.
6039Adjusted the Renewal Functionality so it can work with zip codes that have more than 5 characters.
6086Fixed a bug that prevents users from going past the second step of Quick Enrollments when attempting to enroll a non TX customer.
6091Correction for “Existing user” error on User Manager even though the user didn’t exist.
¯\_(ツ)_/¯Fixed a display issue in Plans Manager where the system would always show markets/utilities with published plans in spite of the toggle status.
¯\_(ツ)_/¯Adjusted timeout error for the Service task in charge of sending renewal notifications.
¯\_(ツ)_/¯Fix for “undefined error” when importing a spreadsheet through the Plans Importer.
¯\_(ツ)_/¯Revamped images on the Renewal process that were not correctly displayed.
¯\_(ツ)_/¯Fixed “No rows processed” error after attempting to create a new plan version.
¯\_(ツ)_/¯Re added logic to trigger OpsAdmin and Pricing Matrix login when pressing “Enter”.
¯\_(ツ)_/¯Corrected a successfully submitted to the billing system message even though the enrollment was not submitted in some edge cases.
¯\_(ツ)_/¯Resolved a bug in the Sales Importer where winbacks would be processed as renewals.
¯\_(ツ)_/¯Adjusted the Autoresponder Edit component so that it’s possible for the user to edit/add images and insert links.
¯\_(ツ)_/¯Corrected filtering issue in BETA Sales Importer.

Features & Fixes Details

Updating accounts from Pending to Accepted in the Texas Market​

In the TX market, enrollments start flowing sooner than in other states so it's very common for the service start date to be prior to the contract start date. This scenario conflicts with an existing validation in OpsAdmin that prevents these enrollments from being updated to Accepted, which results in an important number of TX enrollments staying in a Pending status forever.

A new configuration under Market level remediates this situation: Enrollments with a service date prior to contract start date can be updated to Accepted Yes/No.

When this checkbox is activated, for any given Pending account, if the service start date is equal or more recent than the contract start date, it will be updated to Accepted. On the other hand, if the service start date is prior to the contract start date and there is no confirmed drop date, the enrollment will be updated to Accepted as well. If there is a confirmed drop date, the account will remain on a Pending status.

Allowing weekend start dates for Utilities​

A new checkbox “Allow start dates during weekends” can be found under Utility Manager. If this feature is deactivated, it is not possible to provide start dates during weekends when attempting to create a new enrollment. This feature affects the following processes: 

  • Switch / move in calendars in the Utility Account Info section in Rates Wizard and Quick Enrollments.

  • Requested Start Date and Contract Start Date in Sales Importer.

  • Move Out Date and New Service Start Date in Transfer Of Service.

  • Contract Start Date In Price Plan Update.

This feature is now part of the Utility response in the Enrollments API. The “Change Enrollment Dates” in Quick Enrollments, is not affected by this new feature.