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Change Highlights
Billing Changes and Enhancements:
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Billing performance and resiliency improvements
Payment Collection Bill Runs
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10.4.0 Release Notes
Change Highlights
Billing Changes and Enhancements:
Billing performance and resiliency improvements
Payment Collection Bill Runs
Payments can now be collected using a bill run without the need to generate an invoice during the bill run
Only accounts setup to Auto-Pay will be applicable to payment collection bill runs
The Bill Run Collection Type of ‘Invoice Balance’ has been changed to ‘Account Balance Due’ to support this feature. Payment collection using this setting will collect the balance of invoices which have a due date less than or equal to the current date
If the payment collection Bill Run Collection Type is set to ‘Account Balance’ then the full balance of the account is collected as a payment, regardless of the due dates set on the invoices on the account
Bill Runs Trigger Re-rating
Modified Bill Runs to initiate re-rating for accounts that require it to ensure re-rating is performed immediately and does not delay account billing
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For additional API documentation please see the API Reference documentation on logisense.com.
10.4.
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1-Hotfix.1 Release Notes
Change Highlights
Product Catalog Enhancements:
Package Quantity Feature:
Added a 'Allow Quantity' setting on the Options tab of the Packages screen under the product catalog
This setting acts as a multiplier for billing so that the number of services in the package can be billed at the quantity specified (e.g. a package with one service and a quantity of ten set will generate one transaction/one invoice line item at ten times the normal service charge amount)
This setting can only be enabled on packages configured with non-recurring charges at this time
This setting can only be enabled for non-usage based NRC services
Quantity has been added to the Account Package data source to allow reporting on package quantities
Account packages can be imported with a quantity value provided so long as the quantity value is supported for the given package configuration (i.e. the package contains only non-recurring, non-usage based services)
Package quantities will be listed in the Customer Portal
Account Enhancements:
Transaction and Credit Quantities:
Added a 'Quantity' field to the Transactions and Credits screens so that multiple transactions/credits of the same type/amount can be added at once
Quantity tokens have been added so that quantity values can be displayed on invoices and credit notes
The maximum quantity value that can be set is 10,000
Quantity has been added to the Invoice Item data source for reporting purposes
Transactions and Credits with a quantity set can only be fully reversed. Partial reversals are not supported when quantity is used
Tax Enhancements:
Tax Adjustments:
Added a Tax Adjustments button on the Transactions screen which allows zero dollar transactions to be created with a user defined tax amount
Positive and negative tax adjustments can be made
Tax Adjustments can be viewed on the Transactions tab and reversed
Tax adjustment invoice items can be imported into the system
Tax adjustments are not submitted to Avalara. The 'Tax Adjustment Reconciliation' report can be used to reconcile taxes with the compliance reports in the Avalara Communications Customer Portal
AvaTax Incorporated Configuration:
Added an 'Incorporated' option to the Address tab on the Contact screen which is displayed when AvaTax is configured as the tax vendor
When this setting is enabled it will indicate to AvaTax that the customer is inside an incorporated city area
See the Avalara user manual for more information
Other Enhancements and Fixes
Validation improvements
Limited usage identifier searches in the account search to a maximum of 500 identifiers at a time
Fixed an issue introduced in version 10.4.1 that could result in an account-package with optional services having an incorrect Next Bill Day after voiding an invoice
Fixed an issue where voiding an invoice which contained billing activation charges would clear the Billed Through and Usage Billed Through dates on the related account-package when the billing activation bucket was configured with only a time condition
Added the ability to configure a default sort column on a custom data source
Fixed an issue where one time payment amounts were not reflected on reports using the Payment data source until the payment was attached to an invoice
Fixed an issue where configuring a ‘Between’ operator on a report filter along with the 'Prompt User for Value' setting only resulted in the user being prompted for one value when accessing the report
Fixed a Countries screen configuration issue where it was not possible to add multiple states that used the American National Standards Code (UM)
Fixed an issue where improperly formatted dates would not return a data import exception when passed into a date conversion transform
Modified AvaTax integration to limit batch tax requests to 1000 invoices in order to prevent taxation failures during invoicing
Fixed an issue where a Service Tax Category configured on a Tax Code could not be cleared
Added a 'Add New' button to the Payment Methods page in the Customer Portal so that payment methods can be added to an account without the need to make a payment
10.4.2 API Changes
Deprecated APIs:
None
Updated APIs:
v6/Invoice/Item (Get, Post, Put): Added properties Quantity and Price
v6/Invoice/Paged/Detail (Get): Added properties Quantity and Price
v6/Invoice/Paged/<Id>/Detail (Get): Added properties Quantity and Price
v6/Invoice/Item/Credit (Post): Added properties Quantity and Price
Added a trackingId for data import batches for tracking purposes. The ID is returned when calling the DataImport/Usage API
Fixed an issue where updating an account address using Account/{id} patch would fail if the state code supplied matched an existing state code in another country
New APIs:
v6/Invoice/Item/TaxAdjustment (Post)
v6/Invoice/Item/TaxAdjustment/{id} (Patch)
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Modified the global search in the UI to return 500 results per page instead of 20
Fixed an issue where an account-package's Next Bill Date and Billed Through Date were incorrectly set after changing the status of an account-service in the package and voiding the invoice containing the package charges
Fixed an issue where incorrect charges were applied when billing a charge full period package when the package contained account-services that had undergone status changes
Fixed an issue where the Edit Bucket Details button was missing when configuring tiered bracket pricing on a service in the product catalog
Fixed an issue where an invoice could not be voided in some scenarios where an account-service connected to the invoice had usage that had triggered a usage exception
Fixed an issue where payment collection during invoicing would fail due to currency conversion executing improperly
Fixed an issue on the Bill Run History screen where the Retry Bill Run button would remain disabled when selecting a failed bill run due to the failed bill run being set to an incorrect status
Fixed an issue where exception details were not being populated on the Data Import History screen after the first 10,000 exceptions were loaded
Fixed an issue on the Data Import screen where the import file contents failed to load in the Edit Exception modal in some scenarios
Fixed an issue where taxing credits would fail when attempting to rebill charges after voiding an invoice in AvaTax integrated environments, resulting in an invoice being stuck in an open state
Reduced default AvaTax.BatchSize to 1000 to adhere to the maximum value supported by AvaTax
10.4.1-Hotfix.1 API Changes
v4,v5,v6/Package/{Id}/Detail (Get): modified API so that it no longer returns price plan details in the response. Price plan data can still be fetched using the Package/Service/{id}/Detail API
v3/Package/Paged/Detail (Get): modified to include price plans as part of services detail
v3/Package/{id}/Detail (Get): modified to include price plans as part of services detail
10.4.1-Patch.1 Release Notes
Improved performance loading package frequency and package-service details in the product catalog
Added validation to limit the maximum number of package-services on packages in the product catalog to 200
Fixed an issue when configuring package frequencies in the product catalog where the edit bucket details button could be misaligned with the service it related to
Fixed an issue where it wasn't possible to save a package in the product catalog if the package contained more than one hundred optional services and one of the services after the first one hundred was switched to a required service (Maximum Instances > 0)
Fixed an issue with sales orders that could cause the creation of a new sales order to fail
Fixed an issue where a sales order could not be created using a package containing an optional service configured with a maximum instances value of 1 or null
10.4.2 Release Notes
Change Highlights
Product Catalog Enhancements:
Package Quantity Feature:
Added a 'Allow Quantity' setting on the Options tab of the Packages screen under the product catalog
This setting acts as a multiplier for billing so that the number of services in the package can be billed at the quantity specified (e.g. a package with one service and a quantity of ten set will generate one transaction/one invoice line item at ten times the normal service charge amount)
This setting can only be enabled on packages configured with non-recurring, non-usage based charges at this time
Quantity has been added to the Account Package data source to allow reporting on package quantities
Account packages can be imported with a quantity value provided so long as the quantity value is supported for the given package configuration (i.e. the package contains only nrc services that are also non-usage based)
Package quantities will be listed in the Customer Portal
Account Enhancements:
Transaction and Credit Quantities:
Added a 'Quantity' field to the Transactions and Credits screens so that multiple transactions/credits of the same type/amount can be added at once
Quantity tokens have been added so that quantity values can be displayed on invoices and credit notes
The maximum quantity value that can be set is 10,000
Quantity has been added to the Invoice Item data source for reporting purposes
Transactions and Credits with a quantity set can only be fully reversed. Partial reversals are not supported when quantity is used
Tax Enhancements:
Tax Adjustments:
Added a Tax Adjustments button on the Transactions screen which allows zero dollar transactions to be created with a user defined tax amount
Positive and negative tax adjustments can be made
Tax Adjustments can be viewed on the Transactions tab and reversed
Tax adjustment invoice items can be imported into the system
Tax adjustments are not submitted to Avalara. The 'Tax Adjustment Reconciliation' report can be used to reconcile taxes with the compliance reports in the Avalara Communications Customer Portal
AvaTax Incorporated Configuration:
Added an 'Incorporated' option to the Address tab on the Contact screen which is displayed when AvaTax is configured as the tax vendor
When this setting is enabled it will indicate to AvaTax that the customer is inside an incorporated city area
See the Avalara user manual for more information
Other Enhancements and Fixes
Validation improvements
Limited usage identifier searches in the account search to a maximum of 500 identifiers at a time
Fixed an issue introduced in version 10.4.1 that could result in an account-package with optional services having an incorrect Next Bill Day after voiding an invoice
Fixed an issue where voiding an invoice which contained billing activation charges would clear the Billed Through and Usage Billed Through dates on the related account-package when the billing activation bucket was configured with only a time condition
Added the ability to configure a default sort column on a custom data source
Fixed an issue where one time payment amounts were not reflected on reports using the Payment data source until the payment was attached to an invoice
Fixed an issue where configuring a ‘Between’ operator on a report filter along with the 'Prompt User for Value' setting only resulted in the user being prompted for one value when accessing the report
Fixed a Countries screen configuration issue where it was not possible to add multiple states that used the American National Standards Code (UM)
Fixed an issue where improperly formatted dates would not return a data import exception when passed into a date conversion transform
Modified AvaTax integration to limit batch tax requests to 1000 invoices in order to prevent taxation failures during invoicing
Fixed an issue where a Service Tax Category configured on a Tax Code could not be cleared
Added a 'Add New' button to the Payment Methods page in the Customer Portal so that payment methods can be added to an account without the need to make a payment
10.4.2 API Changes
Deprecated APIs:
None
Updated APIs:
v6/Invoice/Item (Get, Post, Put): Added properties Quantity and Price
v6/Invoice/Paged/Detail (Get): Added properties Quantity and Price
v6/Invoice/Paged/<Id>/Detail (Get): Added properties Quantity and Price
v6/Invoice/Item/Credit (Post): Added properties Quantity and Price
Added a trackingId for data import batches for tracking purposes. The ID is returned when calling the DataImport/Usage API
Fixed an issue where updating an account address using Account/{id} patch would fail if the state code supplied matched an existing state code in another country
New APIs:
v6/Invoice/Item/TaxAdjustment (Post)
v6/Invoice/Item/TaxAdjustment/{id} (Patch)
For additional API documentation please see the API Reference documentation on logisense.com.
10.4.2-Patch.1 Release Notes
10.4.2-Patch.1 API Changes
v3/Package/Paged/Detail (Get): modified to include price plans as part of services detail
v3/Package/{id}/Detail (Get): modified to include price plans as part of services detail
For additional API documentation please see the API Reference documentation on logisense.com.
10.4.2-Patch.1-Hotfix.1 Release Notes
Fixed an issue where it was not possible to update price overrides on tiered services in an account-package in some scenarios
Fixed an issue where attempting to set an effective cancel date on an account-service would return an "EffectiveCancel' in 'AccountService' must be at least one second past 'Effective'." message, even when the effective cancel date did exceed the effective date by one second
Fixed an issue that prevented updates on stock email templates in the AdminPortal
Fixed an issue that could cause invoice rendering to stall
Fixed an issue when re-rendering an invoice which could cause the invoice to become stuck in a pending state
Fixed an issue where share plan creation would fail when a package or service using the plan contained a custom field that was required to be populated
Modified bill run schedules to allow schedules to be deleted if they have already executed bill runs
Modified the Bill Run History page to display the bill run name or account name based on the bill run type executed, instead of displaying the bill run history name
Modified taxation of manually issued credits to use a sub-account's address, if available, for determining taxes instead of using the invoicer's address
Fixed an issue in AvaTax integrated environments where the account balance was incorrect after billing and reversing a transaction with a transaction quantity value greater than one
Modified AvaTax integration to pass in a domain attribute when tax exemptions are configured in order to adhere to a new AvaTax requirement
Fixed a data import issue that could generate repeated exceptions and maximize cpu utilization
Fixed an issue that could cause heavy database usage when data archiving operations were running
10.4.2-Patch.1-Hotfix.1 API Changes
(all versions)/Account/{id} (Patch): fixed an issue where the countryCode was being ignored when updating a stateCode with a countryCode and an update filter of countryId, resulting in a 'Value cannot be null' response and failure to update an address
v6/Invoice/{id}/Detail (Get): extended the list of report attachments to include the report storage identifier
v6/Invoice/{id}/Detail (Get): modified api response to return reportAttachments details when an invoice is in a rendered state and include start and complete values. Previously reportAttachments details were only returned when the invoice was in delivered status
For additional API documentation please see the API Reference documentation on logisense.com.
10.4.2-Patch.1-Hotfix.2 Release Notes
Validation improvements
Improved performance when deleting share plans
Fixed an issue where prices were not being displayed when editing account-packages
Fixed an issue where attempting to cancel a share plan package by API would fail if previously cancelled share plan add-ons existed
Fixed an issue where the save button would remain disabled after making changes to an account share plan
Modified non recurring charges to inherit the effective date of the account-service the charge relates to when the nrc is first billed and period start and end dates are set
Modified the Taxes tab on the Transaction screen to display taxes calculated even if the transaction is not yet attached to an invoice
Modified validation to permit tax adjustments on zero dollar tax amounts
Fixed an issue where the total amount value for non-recurring charges on an invoice was calculated incorrectly in some scenarios
Fixed an issue that caused custom report generation failures when decimal type values were used in the report
Fixed an issue with Sales Orders which prevented order information from being displayed on the order detail Summary tab
Modified the Dunning Rules screen to indicate that the late fee action is configured as a multiplier not a percent value
Modified the dunning late fee configuration to no longer round multiplier values to two decimal places
Fixed an issue where a Dunning Rule with multiple penalties configured could not be deleted
Fixed issues with the scheduler that could cause scheduled events to be missed in some scenarios
Fixed an issue that could prevent the execution of scheduled rerating during billing when child accounts existed
Modified data profile import/upgrade process to remove missing targets when upgrading an older data profile to a newer one
Fixed an issue on the Data Profile screen which prevented the deletion of empty layouts
Fixed an issue that could cause usage exceptions for usage related to account-packages with backdated effective dates
Fixed an issue where usage dated after an account-service's cancelation date could still be rated and billed
Fixed an issue where usage file processing could stall if a file of the same name was added to the inbound directory less than a second after the first file arrived
Fixed a webhook issue where account information was not returned in the payload when a webhook was triggered by a credit note being rendered
10.4.2-Patch.1-Hotfix.4 Release Notes
Rating performance improvements
Manual Transactions can now be added with an amount up to 11 digits of decimal precision. Amounts will still be rounded to 2 decimal places on the Invoice
Fixed an issue where usage could go unbilled if an account-package was cancelled after the first usage billing period and billing was executed after the cancellation but before the second billing period
Modified logic to create an invoice item when any amount of usage is billed regardless of the value (e.g. when the usage is fully bucketed). Previously these usage charges were set as no charge invoice items and excluded from the invoice
Fixed an issue where an invoice would fail to generate if an account contained tax reversal transactions and the system was setup to use the local LogiSense tax vendor
For customers using AvaTax for Communications, manual transactions recorded against a Service with a Service Tax Category based on Lines can support a quantity of up to 500,000. All other transactions are still limited to a quantity of 10,000
Fixed an AvaTax integration issue where incorrect taxes were applied when a credit or negative transaction was added with a quantity value greater than one
Modified AvaTax integration to removed the '-' from the list of special characters that are padded by default when making a GeoTree lookup as this was causing an incorrect tax jurisdiction code to be assigned
Fixed an issue where rating would fail to find a rate group when rate group conditions existed and those conditions referenced a custom mediation field with a name that began with a lower case character
Fixed a mediation issue where in rare cases the mediation process would fail when highly concurrent operations were executing
Fixed an issue that could database connections to be become blocked in some scenarios
Fixed issues that could cause data loss when archiving data to an S3 bucket
File Importer performance and resiliency improvements
10.4.2-Patch.2 Release Notes
Fixed an issue that could cause the MessageCollector service to fail to collect queued messages until the service was restarted
Fixed an issue where usage records marked for deletion would not be deleted in some scenarios
Modified AvaTax integration to send the amount value as the total price for all lines (price * quantity) when service tax categories are utilized
Fixed an issue where UniquenessIdentifiers were not stored with the correct value when mediated usage data was archived
10.4.2-Patch.3 Release Notes
Fixed an issue where transition charges were billed using the ServiceID rather than the Charge_ServiceID