2024-15
2024-15 Release Notes
Iteration: 2024-15
December 27th, 2024
Index
Whats New?
| 6509 | Legal Names for Utilities |
| 6509 | Submitting Legal Name to the ESG Billing System |
| 6637 | Campaign Manager |
Improvements
| 6583 | Added new Affiliate Types to Affiliates Manager. |
| 6550 | Added Plan Enabled From/Until fields to Global Price Changes spreadsheet. |
| 6560 | Updated dropdown component to allow selecting multiple affiliates when using Global Price/Global Price Changes. |
| 6590 | Adjusted validation in User Manager so that inactive email addresses are not considered as existent. |
| 6635 | Included a Rejection Failed trigger to System Logs to retrieve detail on rejections that could not be imported. |
| 6370 | Pricing Matrix - Several UI improvements for the Create Prospect screen. |
| 6370 | Pricing Matrix - The expiration date is now automatically calculated to display a default value. |
| 6370 | Pricing Matrix - Improvements for the dropdown components on filters. |
| 6370 | Pricing Matrix - It’s now possible to generate prospects for any kind of customer type. |
| 6370 | Pricing Matrix - Start and Rate components are now shown as dropdowns so users can select from existing values. |
| 6370 | Pricing Matrix - Users can attach documents to pricing emails sent to affiliates. |
| 6370 | Enrollments API: Added parameters for the Get Prospect endpoint. |
| 6370 | Enrollments API: Added affiliate data to prospect endpoints. |
| 6370 | Enrollments API: Added a price validation to the Create Prospect endpoint. |
| 6370 | Added a validation for broker commission when creating prospects through the API. |
| 6370 | Added option to view prospect details. |
| 6370 | Included Prospect filter and column in Email Manager. |
| 6370 | Improved validations to the prospect endpoint. |
| 6370 | It’s now possible to create Prospect Packages with multiple documents tied to them. |
| 6587 | Adjusted credentials email presentation. |
| 6368 | Added a better error message for the validation on the Deposit_Capture_Status column (Sales Importer). |
| 6559 | Added new dynamic values for Letters generation: Date, Month, Year. |
| 6594 | Updated default error message on Quick Enrollments. |
| 6655 | Ability to customize if Master, Agent or SubAgent are submitted to the billing system. |
| 6656 | Sales Importer validation to stop accounts from being enrolled after a certain amount of days has passed. |
| 6651 | Keeping duplicate records for tracking purposes on Sales Importer. |
| \(＾▽＾)/ | Added clear option to Calendar component. |
Fixes
| 6621 | Corrected a display issue in the “Satisfy Deposit” button (MyAccount) |
| 6622 | Fixed an error on Plans Manager that prevented the user from publishing a plan. |
| 6627 | Adjustment on Sales Importer to avoid accounts that would return “The Plan is not versionable: Is deprecated or is not published yet” error message. |
| 6648 | Reinstate button is now hidden. |
| 6661 | Solved an issue in Enrollment Details where changes on dates would not be saved to the database. |
| 6664 | Adjusted behaviour of “Autorenew this plan” checkbox. |
| 6668 | Corrected bug on Plans Manager where the “Date Created” field would show “0001-01-01“. |
| 6668 | Fix for issue on Default Plan dropdown that was not populating as it should. |
| 6670 | Resolved issue in Export Renewals background job that was not working. |
| 6665 | Corrected display for “Select” button in Document Manager. |
| 6670 | Fixed a bug when trying to select the price for the first month in Pricing Matrix. |
| ¯\_(ツ)_/¯ | Correction on Document Manager for Utilities selector. |
| ¯\_(ツ)_/¯ | Adjustment on Customer Manager for some enrollments that didn’t load. |
| ¯\_(ツ)_/¯ | Updated XML formatting at the time of submitting accounts to the ESG Billing System. |
Features & Fixes Details
Legal Names for Utilities
OpsAdmin now allows using different legal names to operate in different Markets. This screen includes the legal name itself, as well as address, phone, email and duns1/duns2. The Legal Names screen has its own set of permissions and can be found under the Configuration menu.
These fields are available as replacement values that can be used in Autoresponders or documents.
The Legal Name can be tied to a particular Utility from the Utility Manager UI.
Submitting Legal Name to the ESG Billing System
When submitting enrollments to the ESG billing system, the marketer name found under System Setup is the one used to be included in SOAP CALLS. With the legal names feature, this field will be prioritized to be included in the SOAP CALL. The system will use the Marketer Name from System setup when there is no legal name tied to the Utility.
Campaign Manager
The Campaign Manager allows setting up marketing campaigns and incentives. Incentives are specific deals offered in individual plans that can range from one incentive to many per plan. The problem it creates is that the Contract Summary must list these incentives as part of the document delivery and currently, this did not exist in OpsAdmin until now. This is solved by providing a new feature that can organize the plans with the appropriate incentives and call them Campaigns.
The campaign manager has its own set of permissions so roles should be updated accordingly to access this functionality. Once the role has been updated, the Campaign Manager can be found under the Plans Menu. Campaigns can be for both web and non web plans.
Campaigns require a name, code, start and end date, as well as the Contract Summary text that will be displayed in that document. There is also a column added in Plans Importer to allow creating plans under an existing campaign.
When setting up a plan, it can be tied to an existing campaign:
For documents, the dynamic value [CAMPAIGN_PLAN_INCENTIVE] will retrieve the campaign incentive set up in Campaign Manager:
