2024-10 Release Notes
Iteration: 2024-10
August 23rd, 2024
Whats New?
| 6295 | Renew from Rate Ready to Bill Ready! |
| 6404 | Master, Agent and SubAgent for Renewals/PPUs/Winbacks |
| \(＾▽＾)/ | Pricing Matrix - Added option to skip pricing approval and option to automatically send pricing emails |
Improvements
| 6299 | ReEnrolls and Reinstates have now their own switch type. |
| 6414 | Revamped Sales Importer validation for special characters on addresses so that only characters that break ESG XML are forbidden. |
| 6414 | New considerations at the time of validating mailing address fields on Beta Sales Importer when submitting accounts to the ESG Billing System |
| 6388 | Users can update ESG Tokens despite them being blank |
| 6333 | MyAccount - Warning and validations to prevent duplicate payments |
Fixes
| 6410 | Fix for automated job that updated account to Accepted when it should have remained as Dropped. |
| 6331 | Solved an issue at the time of saving a document. |
| 6325 | Adjustment in new Beta Sales Importer to allow processing re enrolls. |
| 6379 | Several corrections on new Sales Importer for plans that have a future availability date. |
| 6437 | Correction for error message at the time of enrollment submission to the Billing System. |
| 6414 | Fixed defect on transferred enrollment that would be submitted to the Billing System with no state information. |
| 6416 | Solved bugs that would prevent the user from linking accounts due to autopay data. |
| 6363 | Added Commission, SubAgent and tax exemption data to ESG Soap Calls when submitting accounts through the Sales Importer. |
| 6102 | Made an adjustment on Sales Importer to submit the correct Deposit_Suggested_Amt value to the ESG Billing System. |
| 6425 | Corrected error message at the time of linking accounts. |
| 6424 | Sales Importer New Beta - Several adjustments for handling mailing addresses with the ECI Billing System. |
| 6422 | Fix for “Autoresponder Failed” status on some accounts. |
| 6436 | Resolved error when saving TDSP Changes on Utility Manager (Regression) |
| 6441 | Adjustment for Sales Importer validation that was stopping accounts due to fraud codes. |
| 6448 | Fixed a critical issue during the enrollment process where accounts would be incorrectly set to “Deposit Pending” on markets without payments enabled. |
| 6464 | Correction for missing “Edit Plan” icon under Enrollment Details. |
| ¯\_(ツ)_/¯ | Solved several bugs on the background job that updates Renewals/PPU to Renewal/PPU Accepted. |
| ¯\_(ツ)_/¯ | Added “NOCODE” for accounts without reason code or description at the time of importing drops from the ESG Billing System. |
| ¯\_(ツ)_/¯ | Corrected defect on automated job in charge of importing rejections from the ESG Billing System. |
| ¯\_(ツ)_/¯ | Fixed issue where the Sales file link in Enrollment Details was replaced with a broken winback file link. |
Features & Fixes Details
Renew from Rate Ready to Bill Ready
At the time of renewing an account that goes from a rate ready plan to a bill ready using the ESG Billing System, users have to do a considerable amount of manual work on P2C to correct these accounts since the current template being used for renewals does not work for this kind of transaction.
Accounts that flip from RR to BR, need to be submitted using a different template and a day before their expiration date.
To make this possible, there is a new Billing Type selector under Billing Type Manager:
The “Type” field will be determinant at the time of performing a renewal. Those accounts whose current plan is RR but are being enrolled under a BR plan, are added to the Bill Method spreadsheet. Next time the job runs, if the specified amount of hours has passed by (The hours can be set up under the Background Services UI, Sync Renewals And PPUs With Billing System section), the job will search for renewals that have already been processed in the bill method spreadsheet and add them to the usual renewals spreadsheet.
Master, Agent and SubAgent for Renewals/PPUs/Winbacks
When processing a Renewal/PPU or Winback, through the Sales Importer or regular channels for these transactions, OpsAdmin is now saving the Master, Agent and Subagent to the Enrollments table just like it does with new enrollments. These values are also displayed under the Enrollment Details Page.
New features for Pricing Matrix
Two new features added to Pricing Matrix.
- Option to Automatically send pricing emails: When this option is enabled, it automatically generates emails to the different affiliates once a pricing plan is approved the first time.
- Option to skip pricing approval. This option imports files as approved.
Mailing Address validations on Sales Importer for the ESG Billing System
Since mailing address data is required in the P2C Billing System, a new set of validations on the Sales Importer verifies that these fields are correct before submitting the enrollment.
The Mailing State must be a valid state code such as NJ or TX, it does not accept numeric values or special characters. On the other hand, the Mailing country will be populated with the USA value. It is now correctly displayed under Enrollment Details as Country.
The Mailing zip code is no longer validated against OpsAdmin’s zip codes table, but it must have a valid zip code format.
When leaving mailing fields blank, OpsAdmin will submit the service address data as mailing address data as well.
Allowing the edition of ESG tokens when they are blank
Users can now provide the ESG token values in accounts that currently have their tokens as blank. **Users should consider that some automated jobs may overwrite the tokens at some point. **
Warning and validations to prevent duplicate payments in MyAccount
Since payments made through the MyAccount UI are automatically submitted to the Billing System, it is possible that the account balance takes some time to refresh, which may lead the customer to think the payment failed and attempt to pay again.
To prevent this, MyAccount now warns customers if a payment has been made during the last 24 hours, showing the amount paid during those hours.