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API versions v1 and v2 are deprecated as of this release
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API Version 5 is introduced in this release |
Deprecated APIs:
v4/Credit/Note/{id}/Render (Get)
v4Account/SharePlan (Post)
API Endpoints removed:
v3/EventRegistrationAll (Get)
v3/EventRegistrationAll/{dtoTypeKey} (Get)
v3/EventRegistrationAll/GetInternal (Get)
v3/EventRegistrationAll/GetPagedInternal (Get)
v3/EventRegistrationAll/Paged (Get)
v3/DataType/ZipCode/{id} (Delete)
v3/DataType/ZipCode (Get)
v3/DataType/ZipCode/{id} (Get)
v3/DataType/ZipCode/Metadata (Get)
v3/DataType/ZipCode/Metadata/sql (Get)
v3/DataType/ZipCode/Paged (Get)
v3/DataType/ZipCode (Post)
v3/DataType/ZipCode/{id} (Put)
v3/Invoice/Item/ReverseCredit (Get)
v3/Invoice/Item/ReverseCredit/{id} (Get)
v3/Invoice/Item/ReverseCredit/Metadata (Get)
v3/Invoice/Item/ReverseCredit/Metadata/sql (Get)
v3/Invoice/Item/ReverseCredit/Paged (Get)
v3/Invoice/Item/ReverseCredit/{id} (Put)
v3/DataFlow/LogisenseBilling/Validate (Patch)
v3/Cache/LookupTable/ (Get)
v3/Cache/LookupTable/Paged (Get)
v3/Cache/LookupTable/Invalidate (Put)
v3/Usage/LocalCallPattern/{id} (Delete)
v3/Usage/LocalCallPattern (Get)
v3/Usage/LocalCallPattern/{id} (Get)
v3/Usage/LocalCallPattern/Metadata (Get)
v3/Usage/LocalCallPattern/Metadata/sql (Get)
v3/Usage/LocalCallPattern/Paged (Get)
v3/Usage/LocalCallPattern (Post)
v3/Usage/LocalCallPattern/{id} (Put)
v4/Usage/LocalCallPattern/{id} (Delete)
v4/Usage/LocalCallPattern (Get)
v4/Usage/LocalCallPattern/{id} (Get)
v4/Usage/LocalCallPattern/Paged (Get)
v4/Usage/LocalCallPattern (Post)
v4/Usage/LocalCallPattern/{id} (Put)
v3/Invoice/Item/ReverseCharge (Get)
v3/Invoice/Item/ReverseCharge/{id} (Get)
v3/Invoice/Item/ReverseCharge/Metadata (Get)
v3/Invoice/Item/ReverseCharge/Metadata/sql (Get)
v3/Invoice/Item/ReverseCharge/Paged (Get)
v3/Invoice/Item/ReverseCharge/{id} (Put)
v3/DataArchiveGroup/{id} (Delete)
v3/DataArchiveGroup (Get)
v3/DataArchiveGroup/{id} (Get)
v3/DataArchiveGroup/Metadata (Get)
v3/DataArchiveGroup/Metadata/sql (Get)
v3/DataArchiveGroup/Paged (Get)
v3/DataArchiveGroup (Post)
v3/DataArchiveGroup/{id} (Put)
v3/DataArchiveExportType (Get)
v3/DataArchiveExportType/{id} (Get)
v3/DataArchiveExportType/Metadata (Get)
v3/DataArchiveExportType/Metadata/sql (Get)
v3/DataArchiveExportType/Paged (Get)
v3/DataArchiveConfiguration/{id} (Delete)
v3/DataArchiveConfiguration (Get)
v3/DataArchiveConfiguration/{id} (Get)
v3/DataArchiveConfiguration/Metadata (Get)
v3/DataArchiveConfiguration/Metadata/sql (Get)
v3/DataArchiveConfiguration/Paged (Get)
v3/DataArchiveConfiguration (Post)
v3/DataArchiveConfiguration/{id} (Put)
v3/DataArchiveActionType (Get)
v3/DataArchiveActionType/{id} (Get)
v3/DataArchiveActionType/Metadata (Get)
v3/DataArchiveActionType/Metadata/sql (Get)
v3/DataArchiveActionType/Paged (Get)
Updated APIs:
v5/ReportDefinition/<id>/Render (Post): Added reportDelivery section
v5/Account/Package (Get): Added packageContract section
v5/Account/Package (Get, Post, Put, Patch): added PendingBillDay and PendingUsageBillDay to support new change bill day feature
v5/Account/Package (Get, Post, Put, Patch): added BillCancelOptionTypeId, BillCancelOptionTypeName
and WaiveEarlyTerminationFee to support new account/package cancellation optionsv5/Account/Package/FromCatalog (Post): added Effective to support setting package and service effective dates
v5/Account/PricePlan (Get, Post, Put, Patch): added IncludeChildAccounts and removed IsConsolidatedByInvoicer to support the new price plan sharing configuration
v5/Account/Package & v5/Account/Service (Get, Post, Put, Patch):
Added money and removed UsageRatePlanId and UsageRatePlanName to support new money buckets configuration
Added OverageUsageRatePlanId and OverageUsageRatePlanName to support overage rate plans on usage buckets
Added BillCancelOptionTypeId and BillCancelOptionTypeName to support new package and service cancelation options
v5/Account/SharePlan (Get, Put, Patch): changes to support participation configuration changes and money buckets
Removed ParticipatingLimit, ParticipatingUsageUnitId and ParticipatingUsageUnitName
Added DataParticipatingLimit, DataUsageUnitId, DataUsageUnitName, TimeParticipatingLimit, TimeUsageUnitId, TimeUsageUnitName, CountParticipatingLimit, CountUsageUnitId,
MoneyParticipatingLimit, MoneyUsageUnitId, MoneyUsageUnitName
v5/Account (Get, Put, Patch): added PendingBillDay and PendingUsageBillDay to support new change bill day feature
v5/BillRun/Schedule/OneTime (Post): added OrderId and removed BillRunTypeId and BillRunTypeName
v5/BillGroup (Get, Update): removed BillRunTypeId and BillRunTypeName
v5/BillRun (Get, Post, Put, Patch): removed BillRunTypeId and BillRunTypeName
v5/Country (Get, Post, Put, Patch): removed DataTypePostalCodeIds and DataTypePostalCodeName
v5/Invoice/Item (Get with Detail): added Reversals
v5/Invoice/Item/ReverseCharge (Post): added InvoiceAmount
v5/Invoice/{id}/Download (Get): added Link to provide a url to the invoice location in S3 storage
v5/Invoice/Render (Get): added PdfStorageLocationId and PdfIdentifier
v5/Invoice/Item/Transaction/View (Get): added Reversals
v5/Order (Get, Post, Put, Patch): added Effective to support setting package and service effective dates
v5/Account/ProductCode/AvailableFor/Account/{accountId:int}/PackageFrequency/{packageFrequencyId:int}: added PackageFrequencyId, PackageFrequencyName, AccountPricePlanStart and AccountPricePlanEnd to support new price plan start and end dates
v5/Package and v5/Package/Frequency (Get): added Created and Updated to support Salesforce integration
v5/Package and v5/Package/Frequency (Get, Post, Put, Patch): added UsageBucketTiers,
DefaultUsageBucketTiers, MoneyBucketTiers and DefaultMoneyBucketTiers to support new money bucket configurationv5/Credential/ResetLink (Get, Post): added DomainURL to support new password management functionality
v5/Usage/Bucket/BaseUnit (Get): added IsBaseBucketEligible
v5/Usage/Bucket/SharePlan (Get): added MoneyCurrencyId, removed ParticipatingLimit, ParticipatingUsageUnitId and ParticipatingUsageUnitName
v5/Usage/Bucket/SharePlan (Get): added DataParticipatingLimit, DataUsageUnitId, DataUsageUnitName,
TimeParticipatingLimit, TimeUsageUnitId, TimeUsageUnitName, CountParticipatingLimit, CountUsageUnitId, CountUsageUnitName, MoneyParticipatingLimit, MoneyUsageUnitId, MoneyUsageUnitName, MoneyCurrencyId and MoneyCurrencyNamev5/Usage/Bucket/SharePlan (Get, Post, Put): added SharePlanTypeId and SharePlanTypeName
v5/Usage/Bucket and v5/Package/Frequency (Get): Added PackageFrequencyId, PackageFrequencyName, PackageServiceId, CurrencyId, CurrencyName, Money and removed UsageRatePlanId and UsageRatePlanName
v5/Usage/Bucket (Get):
added usageBucketBase section
v5/Usage/Bucket (Get, Post, Put):
added OverageUsageRatePlanId and OverageUsageRatePlanName
added UsageBucketBaseUnitId and UsageBucketBaseUnitName
removed UsageBucketBaseId and UsageBucketBaseName
v5/Usage/Rate/Plan (Get): added Created and Updated
v5/Usage/Rate/Group (Get, Post, Put): added Created and Updated
v5/Usage/Rate (Get, Post, Put): added Created and Updated
v4/Account/Package (Post): Fixed an issue where a post request would fail if a usage bucket's Name was provided instead of its ID
v4/internal/account/package (Post): Fixed an issue which allowed an effective cancel date to be set on an account when active account-packages were present
New APIs:
v5/Account/<id>/Contact/<id>/Detail (Get): replaces older deprecated contact APIs
v5/Account/<id>/Contact/<id> (Delete): replaces older deprecated contact APIs
v5/Account/Package/<id>/CancelSetting (Post, Put, Delete): supports new package cancelation charge options
v5/Account/Package/<id>/HasBucketedUsage (Get): determines if bucketed usage exists on an account-package
v5/Account/Service/Usage/Bucket/Consumption/Paged (Get): returns paginated results detailing bucket consumption for buckets on the specified account-service
v5/BillCancelOptionType (Get): Returns a list of available cancellation options
v5/DataImport/CacheCategory/<id>/Key (Get): Retrieves the cache category value based on the supplied ID
v5/Credit/Note/<id>/Send (Post): Sends a credit note without the need to specify the CreditNoteRenderID (the most recently rendered credit note will be used)
v5/Credit/Note/{id}/Download (Get): Returns credit note details and a base64 encoded pdf credit note if the query string parameter linkOnly is false, and only details and a link to the pdf credit note in S3 storage if LinkOnly is set to true
v3,v4,v5/Service/TaxCategory/AvaTax (Get): returns a filtered list of configured service tax categories that are compatible with AvaTax
v5/EventSubscription/Email (Post, Put, Patch, Delete): allows email event subscriptions to be created, modified and deleted
v5/EventSubscription/Webhook (Post, Put, Patch, Delete): allows webhook event subscriptions to be created, modified and deleted
v5/SharePlanType (Get): indicates if the share plan is of type Money or Usage
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10.4.1 Release Notes
Change Highlights
Billing Changes and Enhancements:
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X
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X
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X
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Account Changes and Enhancements:
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x
X
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X
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Share Plan Changes and Enhancements:
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Other Enhancements and Fixes
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10.4.1 API Changes
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Cancellation Date Enhancements
Modified cancellation dates on account-services and account-packages to permit cancellation dates to be set as far back as the service's/package's effective start date
Setting a cancellation date back into a previously billed period will result in refunds for recurring charges and reversals for recurring credits
All other invoice charges relating to the account-package or account-service will not be refunded, but can be refunded manually
Account Contract Changes and Enhancements:
Added the ability to apply Account Contract commitment penalties on data usage that is calculated based on a specific amount per unit (e.g. charge $2 per GB used) if the data usage commitment on the contract was not met
Share Plan and Usage Bucket Changes and Enhancements:
Multiple Overlapping Account Share Plans
Accounts can now have multiple share plans which can have overlap between contributing and participating services
Contributions are added to all share plans based on each share plan's contribution amount for the given service
Usage for participating services will still be consumed according to the bucket type (recurring, rollover, non-recurring) and then will be consumed from a share plan using a new Tie-Break Order setting on the Account Share Plan screen. This new setting will allow you to control which share plan usage will be deducted from if more than one plan exists on an account
Data Unit Consistency and Control Enhancements
Added a “Convert Data to Binary” option on the Share Plans and Usage Buckets screen. When this setting is disabled a data bucket's tier units will be configurable in decimal units (kilobytes, megabytes, etc.). When this setting is enabled a data bucket's tier units will be configurable as binary units (kibibytes, mebibytes, etc.)
Modified data usage bucket units on multiple screens to observe the bucket unit configured at the catalog level or at the share plan level
Modified Share Plan data allowances to be displayed using the unit type configured on the bucket, instead of presenting allowances in MB or GB values
Contribution Proration Changes
Contributing amounts in share plans are no longer be prorated based upon the effective date or cancellation date of the contributing service. Proration will now be determined using the start/end dates of the share plan bucket
Billing Activation Package Support
Modified share plans to allow billing activation packages to participate in the share plan. Billing activation packages will not contribute or participate in the share plan until billing activation has occurred
Import Usage by API:
Added a new DataImport/Usage API that allows usage records to be posted by API and then transformed, mediated and rated by the system
The feed specified in the API request will determine which data profile to use
The API will return a tracking ID to uniquely identify the request
A 'Switch to API Imports' button has been added on the Data Import History screen to allow usage imported by API to be reviewed
Other Enhancements and Fixes
Rating performance improvements
Error handing and validation improvements
Improved performance loading the Account / Billing / Transactions screen to address long load times and duplicate transactions being submitted which can occur in some scenarios
File importer service resiliency and logging improvements
Fixed an issue that caused the tops of modals in the AdminPortal to be cut off by the title bar in some screen resolutions
Fixed an issue where searching for a usage identifier would show results even when a match was not found
Fixed an issue where identical recurring credits were not being calculated when determining an account's invoice balance
Fixed an issue where the account balance and account balance due values could be incorrect due to the inclusion of tax on recurring credits
Fixed an "InvoiceAmount must not have more than '2' decimal places" error that occurred when attempting to disburse a credit less then $1.00 in the AdminPortal
Fixed issues with package discounts which could cause incorrect discounts to be calculated in the first billing period for packages configured with the Charge Full Period option
Fixed an issue where voiding an invoice could cause an incorrect account-package next bill date to be set in several scenarios when a package was configured with the 'Charge Full Period' option
Fixed an issue where the proper catalog price for tiered non-recurring service charges was not displayed on the Account Packages screen / Services tab / One Time tab
Fixed an issue where a post paid account-package's Next Bill date could be set earlier than the account-package's Effective Date in scenarios where the package was configured with a future effective date and was added to the account using a sales order with the 'Bill Now' option set
Fixed an issue where it wasn't possible to complete a sales order that contained an account-package with a billing activation service
Fixed a price plan issue where a price plan configured with the Tier Type 'Across Status' would not display the 'Edit Usage Rates' icon on the Price Overrides tab
Modified share plans to cancel share plan add-ons when an account share plan is cancelled
Fixed an issue where accounts could not be cancelled if they contained a share plan associated with a package containing a selling service
Modified bill runs to execute in the order determined by the BillRunScheduleID instead of the BillRunID
Added the ability to use reports with custom data sources as invoice report attachments. The report will only be usable if it is active, its custom data source can be filtered by AccountId and InvoiceId and the data source does not contain a parameter
Modified report generation UI to show progress at five minute intervals or when data collection is complete instead of showing a total count value in order to improve report generation performance
Fixed an issue where newly created roles could not be granted permissions to view the Reports screen
Corrected issues with narrow column widths on the Service Sales report
Fixed a bucket caching issue that could result in usage failing to be applied to a bucket in some scenarios
Fixed an issue where adding a filter would fail on the Mediation / Data Import History screen returning an Unexpected API Error message
Fixed an issue with filters on the Mediation / Data Import History screen that prevented them from filtering data
Modified rating service to trim whitespace from usage identifiers, originating identifiers and terminating identifiers in order to resolve usage exceptions that occur when whitespace is included with these values
Fixed an issue where a 'rate not found: unable to find or apply rate for the record' exception would occur instead of a the exception 'udr terminating identifier not in Geo Tree' when a rate configured to use the Geo Tree with a UsageClassID of '1' was rated and no terminating pattern was found in the GeoTree
Fixed an data profile loading issue that could cause the load progress to get stuck at 99% complete
Modified the usage Rating Exceptions screen to prevent the Reprocess button from being clicked until the list of exceptions are fully loaded
Modified taxation logic to reload the tax cache on every bill run to ensure the most current tax rates are used
Fixed an issue looking up Tax Jurisdiction Codes in AvaTax integrated environments which occurred when addresses containing special characters were submitted to Avalara (e.g. #, -)
Fixed an issue in AvaTax integrated environments where taxes on manually issued credits were not committed to Avalara and therefore did not appear in Avalara reports
Fixed an issue where making payments from an account in the AdminPortal would fail if more than 20 payment gateways were configured in the system
Added a Webhook Monitor screen under the Operations menu to allow the webhook data that has been generated by the system to be viewed. A retry option is available on this screen which allows a webhook to be resent if it exists in a failed status
10.4.1 API Changes
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API Version 6 is introduced in this release |
Deprecated APIs:
v5/Payment/RetryRule (Get)
v5/Payment/RetryRule/Paged (Get)
v5/Payment/RetryRule/Paged/Detail (Get)
v5/Payment/RetryRule/{id} (Get)
v5/Payment/RetryRule/{id}/Detail (Get)
v5/Payment/RetryRule (Post, Put, Patch, Delete)
v5/Payment/RetryRule/{id} (Post, Put, Patch, Delete)
v5/RetryRule (Get, Post, Put, Patch, Delete)
v5/RetryRule/{id} (Get, Post, Put, Patch, Delete)
v5/RetryRule/Paged (Get)
Updated APIs:
v6/AccountsReceivable/Terms (Get, Post, Put): Removed PaymentRetryRuleId { get; set; }, PaymentRetryRuleName { get; set; }
v6/Account/Package (Get, Post, Put, Patch): The API will set the BillingActivationType automatically. Added BillingActivationTypeId { get; set; }, BillingActivationTypeName { get; set; }
v6/Account/SharePlan/Paged/Detail (Get): Added BillingActivationTypeId { get; set; }, BillingActivationTypeName { get; set; }
v6/Account/SharePlan/Paged/<Id>/Detail (Get): Added BillingActivationTypeId { get; set; }, BillingActivationTypeName { get; set; }
v6/Usage/Bucket/Base/Paged/Detail (Get): On a Details request, IsBytesInBinaryUnit will be present if it is relevant to the SharePlan or UsageBucket. This is primarily a field to support the AdminPortal UI and indicates whether data units are in binary units (e.g. kibibytes) or non-binary (e.g. kilobytes). Added IsBytesInBinaryUnit { get; }
v6/Usage/Bucket/Base/{id}/Detail (Get): On a Details request, IsBytesInBinaryUnit will be present if it is relevant to the SharePlan or UsageBucket. This is primarily a field to support the AdminPortal UI and indicates whether data units are in binary units (e.g. kibibytes) or non-binary (e.g. kilobytes). Added IsBytesInBinaryUnit { get; }
v6/Usage/Bucket/SharePlan/Paged/Detail (Get): On a Details request, IsBytesInBinaryUnit will be present if it is relevant to the SharePlan or UsageBucket. This is primarily a field to support the AdminPortal UI and indicates whether data units are in binary units (e.g. kibibytes) or non-binary (e.g. kilobytes). Added IsBytesInBinaryUnit { get; }
v6/Usage/Bucket/SharePlan/{id}/Detail (Get): On a Details request, IsBytesInBinaryUnit will be present if it is relevant to the SharePlan or UsageBucket. This is primarily a field to support the AdminPortal UI and indicates whether data units are in binary units (e.g. kibibytes) or non-binary (e.g. kilobytes). Added IsBytesInBinaryUnit { get; }
v6/Account/SharePlan/Paged/Detail (Get): On a Details request, IsBytesInBinaryUnit will be present if it is relevant to the SharePlan or UsageBucket. This is primarily a field to support the AdminPortal UI and indicates whether data units are in binary units (e.g. kibibytes) or non-binary (e.g. kilobytes). Added IsBytesInBinaryUnit { get; }
v6/Account/SharePlan/{id}/Detail (Get): On a Details request, IsBytesInBinaryUnit will be present if it is relevant to the SharePlan or UsageBucket. This is primarily a field to support the AdminPortal UI and indicates whether data units are in binary units (e.g. kibibytes) or non-binary (e.g. kilobytes). Added IsBytesInBinaryUnit { get; }
v6/Account/Service/Usage/Bucket/Paged/Detail (Get): On a Details request, IsBytesInBinaryUnit will be present if it is relevant to the SharePlan or UsageBucket. This is primarily a field to support the AdminPortal UI and indicates whether data units are in binary units (e.g. kibibytes) or non-binary (e.g. kilobytes). Added IsBytesInBinaryUnit { get; }
v6/Account/Service/Usage/Bucket/{id}/Detail (Get): On a Details request, IsBytesInBinaryUnit will be present if it is relevant to the SharePlan or UsageBucket. This is primarily a field to support the AdminPortal UI and indicates whether data units are in binary units (e.g. kibibytes) or non-binary (e.g. kilobytes). Added IsBytesInBinaryUnit { get; }
v6/Account/Package/View (Get): Added BillingActivationTypeId { get; set; }
v6/Account/Service/View (Get): Added BillingActivationTypeId { get; set; }
v6/Account/Contract (Get, Post, Put, Patch): API defaults to ‘Fixed’ charge type. Added ContractCommitmentPenaltyChargeTypeId { get; set; } and ContractCommitmentPenaltyChargeTypeName { get; set; }
v6/Contract/Commitment (Get, Post, Put, Patch): API defaults to ‘Fixed’ charge type. Added ContractCommitmentPenaltyChargeTypeId { get; set; } and ContractCommitmentPenaltyChargeTypeName { get; set; }
v6/Extension/Attribute (Get): Added CreatedByUserId { get; set; }, CreatedByUserName { get; set; } and Created { get; set; }
v6/Credit/Note/Download (Get): Added AccountId { get; set; } and AccountName { get; set; }
v6/ReportDefinition (Get, Post, Put): Added IsPrompt { get; set; }
v6/Report (Get, Post, Put, Patch): Added IsPrompt { get; set; }
v6/Tax/Vendor (Get, Post, Put): Some sensitive fields are not returned on Get. Added HasCredentialsSet { get; set; }
v6/Usage/Unit (Get): Added IsBytesInBinaryUnit { get; set; }
New APIs:
v6/Contract/Commitment/PenaltyChargeType (Get)
v6/DataImport/Usage/<Id> (Post): allows usage records to be posted by API and then transformed, mediated and rated by the system. The feed value specified in the request will determine the data profile to use
For additional API documentation please see the API Reference documentation on logisense.com.
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