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2025-15

Iteration: 2025-15​

December 5th, 2025

Improvements

  • Changed the endpoint used to communicate recurring billing changes to ESG.
  • Plan Importer: Added Plan Sub Types to batch spreadsheet.
  • Proper case formatting when refreshing OpsAdmin addresses with ECI data.
  • OpsAdmin now allows archiving Autoresponders and Documents.
  • New dynamic fields: Traunch Value and Traunch Credit
  • Updated Sendgrid integration
  • T&D Charges by Customer Type
  • Prospect edition is now available
  • Plan fields are better sorted and organized.
  • Revamped Default Plan settings in Plans Manager
  • Several upgrades for the background job that updates accounts from Renewal Pending to Renewal Accepted to improve performance when dealing with a large amount of records.
  • Prospects Module: Presentation improvements as well as minor corrections.

Fixes

  • Added Default Plan to ESG Request at the time of submitting an enrollment.
  • Corrected Delivery Methods in the Renewal Process as they were out of date.
  • Adjusted External Contract ID validation in Sales Importer.
  • Fixed issue at the time of rejecting prospects where the email was sent to the user that rejected the prospect instead of the one that created it.

Features & Fixes Details

OpsAdmin now allows archiving Autoresponders and Documents​

Autoresponders as well as documents can now be archived. This means that when archived, they will be removed from their main UIs and they won’t be shown in other screens that return a list of these elements.

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New dynamic fields: Traunch Value and Traunch Credit​

For those plans that include a credit usage, new dynamic fields can be included in documents/autoresponders to show a table that represents the traunches and credits set up at the plan level.

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The dynamic field [USAGE_THRESHOLD_AND_AMOUNT] returns this table. As for the credit usage amount, it can also be retrieved in documents using the [CREDIT_AMOUNT_USAGE_{0}] dynamic field, by replacing {0} with the correct traunch value.

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This is how the autoresponder looks like when printing:

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T&D Charges by Customer Type​

It’s now possible to set Transfer and Distribution charges by Customer Type in Utility Manager. This has a direct impact in the traunch calculations as OpsAdmin will use the T$D charges set up for the plan’s customer type if the plan is set as Passthrough. All existing T&D charges will be assigned to Residential Customers. It is very important that OpsAdmin users take care of adding the T&D charges for Small/Large Commercial customers immediately after this release.

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Prospects Edition​

It is now possible to edit the basic information of an existing prospect. However, this option is only available for prospects that don’t have a Completed, Rejected, Expired or Canceled status.

Revamped Default Plan Settings​

OpsAdmin simplified the default plan settings when creating a new plan. Instead of manually entering the default price plan description as well as selecting the default plan from a dropdown, users only have to search for their default plan in a dropdown.

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