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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