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Inheriting Service Settings by Price Book:
Added the ability to select a price book when manually adding a charge or credit so that the service properties (GL Code, Service Tax Category, Rate Plan, Tax Inclusive configuration) configured on the service in the price book will be set as default values when creating the transaction/credit
Added a 'Price Book Settings' tab to the Setup / Product Catalog / Services screen which allows optional service setting overrides to be defined. These settings will automatically be selected when configuring services on packages in the product catalog based on matching criteria (the price book name, the service currency)
Dunning charges will use the service settings from the first active price book found on the account being charged. If a valid price book cannot be found on the account then the default service settings set on the service will be used
Package Contract penalties and commitments will now inherit service settings from the price book
Added a new 'Email and External Transfer' invoice delivery type permitting an invoice to be sent to a billing contact and also sent to an external location
Modified the tax adjustment feature on the Transactions screen to auto-populate the tax adjustment fields using details from the transaction that was selected for adjustment
10.7.3.0 API Changes
API Updates and Enhancements
Modified Tax Rate naming scheme to include details to help identify the tax rate (federal, state, etc.) when a new tax rate is returned by AvaTax
Added a 'Locales' tab when configuring an invoice email template which allows multiple locales to be configured on the template. This approach reduces the number of email templates that need to be created in order to satisfy regional and currency requirements
Improved error handling when entering invalid or incorrect payment method data in Adyen integrated environments
Modified the report generator to enclose all string field data in double quotes when generating CSV reports
Added support for Cartes Bancaire and UnionPay in Adyen integrated environments
Improved performance loading account data in the account search results
Rating and re-rating performance improvements
Fixed an issue when adding an optional service containing a bucket to an existing account-package which caused the usage bucket's start date to be set to the date/time that it was added instead of the account-service's effective date
Fixed an issue where an error would occur when attempting to save an order with a large quantity of account-packages even though the order would be saved successfully
Fixed an issue where an account's balance could fail to include an additional charge from an order after billing the order
Fixed an issue where an error could occur when attempting to modify service details in an order when account-services in the order were configured to be tax inclusive
Fixed an issue where price overrides could not be configured on tiered bracketed prices in an account-package attached to an order if the same package in the catalog was also configured with a package frequency that used progressive tiered pricing
Fixed an issue where contract commitment penalties were not charged at the correct amount if the service used to apply the charge was configured to be tax inclusive
Fixed an issue where a duplicate recurring credit would be applied when an account-service with a prorated discount applied to it was cancelled mid period
Modified invoicing logic to ensure currency symbols on invoices are rendered based on the currency set on the account and not the currency configured on the invoice template locale
Fixed an issue where an account's previous balance may have been incorrect when displayed using the invoice.previousBalance invoice token in scenarios where voided invoices existed on the account
Fixed an issue where invoices could be transferred to an external location without an email template being specified
Fixed an issue where a bill run could remain stuck In Progress when attempting to deliver invoices to an SFTP transfer location if there was an error connecting to the SFTP
Fixed an issue where amounts were displayed using only 2 decimal precision when editing usage rates on account price plans
Fixed an issue where a voided tax adjustment would not be rebilled, referenced on the next billed invoice nor reflected in the account balance
Fixed a rounding issue that would result in incorrect aggregate values in rare scenarios
Fixed a parsing issue which prevented operations against float values in data transforms from being applied
Fixed an issue that could cause a webhook to fail to send and return a token is invalid error
10.7.3.0 API Changes
API Updates and Enhancements
Account (Patch): Fixed an issue where attempting to add account level tax exemptions would fail for all API versions prior to v9
v9/Invoice/Item/ReverseCharge (Post): Fixed an issue where a reversal charge for a reversed tax adjustment was not attached to the next invoice generated in scenarios where the tax adjustment needed to be converted into another currency
v9/Payment/Import (Post): PaymentProviderID can now be sent when importing a payment method. In Adyen integrated environments if the PaymentGatewayID is not provided then the PaymentProviderID will be used to attempt to automatically determine the PaymentGatewayID
New APIs
xxxv9/EventSubscription/Email (Get)
v9/EventSubscription/Webhook (Get)