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10.5.0 Release Notes
Change Highlights
Account Menu and Screen Changes:
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Fixed an issue that caused malformed results to appear when searching on the Account Search screen
Fixed an issue where share plan add-on packages were added to an account multiple times if multiple price books existed with pricing specified for the add-on package
Modified invoice PDF rendering process to remove tables that have merge fields but no rows
Fixed an issue where the Data Import History screen did not display an exception when there was an error parsing a data profile transform formula
10.5.0-Patch.1 Release Notes
Added a 'View Children' link beneath the account name when an account is loaded to allow direct navigation to child accounts
Added the ability to search for parent accounts when performing an account search
Moved the account status into a badge on the account header panel
Fixed an issue where the View Invoice action on the Invoice screen was disabled if an account was canceled
Fixed an invoice issue where bold text wouldn't apply bold formatting when rendered if the bold text was within an IF condition on the invoice template
Fixed an issue where an invoice would be set to an incorrect status after rerendering the invoice failed
Fixed display issues when previewing invoices
Modified the invoice PreviousBalance calculation to include credit items that are configured to show only on credit notes
Fixed an issue that could cause invoice and credit note pdf generation to fail
Error handling improvements when importing usage
Fixed an issue with the ViewInvoiceItemUsageAmounts data source where bucket and overage consumption would be miscalculated if there was more than one bucketing operation in a period for an account service and usage identifier
Fixed an issue when setting up the Tax Adjustment report where configuring a filter on the Invoice Item Type Name column resulted in an an empty Operator field which could not be set to a value of 'equals'
Fixed an issue where tiered progressive pricing wasn't applied properly for non-recurring charged services when the account-service effective date differed from the package start date
Fixed an issue where creating or processing a sales order would fail when entities within the order contained custom field lists
Modified AvaTax integration to send the amount value as the total price for all lines (price * quantity) when service tax categories are utilized
Fixed a GeoTree issue where nodes could appear under multiple locations with similar names
Modified the Import History screen to only show data imported by API when the 'Switch to API Imports' action is selected
Fixed an issue where UniquenessIdentifiers were not stored with the correct value when mediated usage data was archived
Fixed an issue that could cause the MessageCollector service to fail to collect queued messages until the service was restarted
Modified token refresh logic to allow tokens to be refreshed for API users