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Billing and rating performance and resiliency improvements
Improved invoice rendering performance
Improved performance loading the Transactions screen
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
Added the ability to filter data per each column on the account search results screen
Moved the account status into a badge on the account header panel
Modified Packages screen so that Package Frequencies are added/accessed on a tab under Packages instead of nested on the left hand menu
Modified billing process to store general ledger codes and service tax category values on invoice items at time of billing so that updating these values on Services does not impact results presented in reports
Modified percentage values on multiple screens to be displayed as a value from 0 to 100 instead of using a decimal format
Modified the Transactions and Credits screens to show GL Code and Service Tax Category fields when adding a manual transaction/credit so that these values can be modified if desired
Modified the Transactions screen to set the Posting Date to the current date when adding a manual transaction
Modified screens where tiered pricing is displayed to present a 'Click for Pricing' link instead of displaying a price range
Removed the ability to delete non-recurring charged services from package frequencies
Removed Core menu screens
Fixed multiple issues with Advanced Filters on several screens
Fixed an issue where menu links were shown to screens that the user did not have permission to view
Fixed an issue where an optional service could not be added to an account-package if the package frequency value was adjusted
Fixed an issue when editing an account-service where a new usage identifier would not be saved after it had been provided in the Upcoming Change section
Fixed an issue where the Allow Quantity option on packages could not be modified when the package was configured with a combination of monthly recurring charged services and non-recurring charged services
Fixed an issue where a package frequency could not be deleted if it contained a service with a rate plan configured
Modified billing logic for progressive tiers to round the sum of the usage amount instead of rounding individual entries in each tier
Fixed an issue where a bill group could not be selected when creating a child account if the account's parent was not configured to receive an invoice
Fixed an issue configuring a package on a sales order where the Product Code field would be cleared if the package start date was modified from the current date
Fixed an issue where creating a sales order would fail if a package in the order was configured with a product code
Fixed an issue that caused the next bill date to be miscalculated when cancelling a postpaid package with a charge remainder term
Fixed an issue when creating a price plan where removal of one package from the plan would remove all other packages on the plan
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
Disabled the ability to reverse a transaction if the transaction is part of an invoice that is not in a valid status due to a billing failure
Fixed an issue where transition charges were billed using the ServiceID rather than the Charge_ServiceID
Improved error handling during invoice generation in the event connectivity to S3 is lost
Fixed an issue where voiding an invoice that contained a charge for a backdated optional service would result in an incorrect charge being applied when rebilling
Fixed an invoice template issue where invoice tokens contained within a TableStart/TableEnd format returned no data when generating an invoice
Added the ability to support hierarchical embedded datasets using custom data sources. This allows an embedded report to be attached to an invoice which contains more than one data source
Fixed an issue where duplicate data could appear in reports downloaded in CSV format
Fixed an issue where a report could not be generated if a report filter was configured to use a relative date and the Value set on the filter was one of the 'Fiscal Year' options
Fixed an issue where reports could contain values that should be filtered out when a filter was configured to use a relative date and the Value set on the filter was one of the 'Quarter' options
Fixed an issue with report filters where filtering by date using the 'On' operator could result in a report that contained data for one day beyond the specified date in the filter
Fixed a customer portal issue where the login screen did not display any message after attempting to reset a password for a non-active or non-existent portal user
Modified logic to remove leading and trailing spaces from usage identifiers when they are stored in the database in order to avoid potential rating exceptions
Modified rounding logic to round rated amounts to 11 digits prior to rounding to the specified amount precision value
Fixed an issue where unbilled bucket charges from past periods were not getting billed
Fixed an issue where rated usage was not bucketed if the rate was rated by the GeoTree and the location was set to 'Everywhere'
Fixed several issues where rerating would not occur when an account-service was cancelled or its effective date was changed and the account-service shared a usage bucket with other services
Added the ability to import/export multi-layout columnar data profiles
Added the ability to support more than one primary layout on a data profile
Modified data import logic to return exceptions instead of marking records as duplicates when importing duplicate non-usage based records
Added the ability to data import invoiceitems using AccountName or ServiceName as the Target
Removed Validation buttons from the Data Profile screen as this feature is non-functional
Removed Account Share Plan, Account Share Plan Participation and Account Share Plan Contribution as Data Profile Targets as they are no longer supported
Removed Rate Plan Id and Rate Plan Name properties from the PackageServicePricePlan target on Data Profiles as they are no longer valid options
Fixed an issue when importing a service-transition price on an account price plan where the penalty charge did not import correctly
Fixed a data import issue where an account could not be created by import if account-contact addresses were configured in the address format 'AddressWithCountryZipCode' and the City name wasn't specified in the contact address details
Fixed a data profile issue where an upload error would occur when attempting to load an input sample file
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 the country value on a tax code could not be removed once it was set
Fixed an issue in AvaTax integrated environments where tax calculation would fail in rare scenarios
Added the ability to apply a time zone offset to usage records using a plugin callout
Fixed an issue where an unexpected error would appear when attempting to filter webhooks on the Webhook Monitor screen
Fixed an issue on the Event Subscription screen where adding a filter with the Usage Attribute value set to 'Order' resulted in no options appearing in the Value field dropdown list
Fixed an issue which prevented the Bill Run Schedule Status Type filter from being created on email and webhook binding actions
Fixed an issue that could cause the MessageCollector service to fail to collect queued messages until the service was restarted
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