Within these release notes you will find descriptions of new features, enhancements and API changes in the LogiSense Billing application. The content below details changes in major release versions, point release versions and hotfixes. If you have any questions about the information provided below please do not hesitate to contact your LogiSense support representative.
Change Highlights
Account Menu and Screen Changes:
...
Revised the Account screen to present a list of accounts in the system that can be sorted by column and loaded by clicking on the account name
...
Accounts listed can be filtered by account name or usage identifier by using the new 'Search Filter' options on the Account screen
...
10.5.0 Release Notes
Change Highlights
Account Menu and Screen Changes:
Revised the Account screen to present a list of accounts in the system that can be sorted by column and loaded by clicking on the account name
Accounts listed can be filtered by account name or usage identifier by using the new 'Search Filter' options on the Account screen
New accounts can be added by loading the Account screen and clicking the 'Add New Account' button
The five most recently accessed accounts by the user are now listed under the Account menu on the left menu bar. Clicking on an account name will load the account
The Account Overview menu options (Profile, Billing, Communication, Settings) and the screens under these menus are now available on the main Account / Overview screen after loading an account
Modified the Contacts section of the Account Overview screen to display contract addresses
...
Added page history functionality to permit the use of the back and forward browser buttons
The LogiSense Billing build version can now be found in the user popover in the top right corner of the screen
Fixed many UI issues on multiple screens
Error handling and resiliency improvements
Validation fixes and improvements
Improved performance loading invoice data on the Transactions screen
Rating performance improvements
Fixed an issue where searching for accounts could return mismatched results when the search text contained an underscore character
Fixed an issue when searching for an account contact where no results were returned when searching for a first name only
Modified Advanced Filters to remove a column filter from the selection list once the column has been configured on the filter
Fixed an issue on the Account Package screen where the prices of account-services on the Services tab would incorrectly display product code price overrides instead of catalog prices
Improved performance billing recurring services
Fixed an issue that prevented a price override from being removed from an account-service
Modified discount logic to ensure fixed discounts cannot exceed catalog prices and bill a negative amount
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
Fixed an issue that prevented billing of past periods on post-paid packages if the packages were activated after the original period was billed
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 additional recurring charges and credits were applied when a usage identifier was changed on an account-service mid-period, and the package was configured to charge for full periods. This issue did not impact the account balance, but did add unnecessary charges to an invoice
Fixed a billing issue where the prorate period was calculated for a period of 31 days after changing an account package's next bill day, billing the package, voiding the invoice and then billing the package again
Fixed an issue where an account's status could not be set to canceled if only one account-package existed on the account and the package had been billed and canceled
Fixed an issue where an account-package's Bill Day and Usage Bill Day could not be modified on accounts that did not receive invoices
Fixed an issue where a transition charge would not be applied if the Transition's 'From Status' and 'To Status' matched the configuration of an existing transition
Fixed an issue when adding an account-package where updating charge values could result in a transition charge or penalty value being lost when saving the package
Modified logic so that when billing a non-recurring charge service, the period start and end dates will be set to the service’s effective date
Modified transaction reversal charges that have been voided so that they no longer appear on the Edit Transaction Reversals tab
Fixed a currency conversion issue with transaction reversals that could result in an incorrect remaining transaction amount in scenarios where the system default currency was different than the invoicer account's currency
Fixed an issue where an incorrect transaction period could be set on a transaction related to a prepaid account-package
Improved performance of the invoice render process
Added invoice tokens to render non-recurring charge totals
Modified Invoice Total calculation to not include attached payments
Fixed an issue where the overageConsumption invoice token could display an incorrect value in scenarios where partially bucketed usage went into overage and an overage rate plan was configured
Modified dunning rules to only execute if an invoice is rendered or delivered and the invoiced account is not cancelled
Modified the Bill Run History screen to include billing error messages and the Bill Run History ID
Fixed issues that resulted in incorrect Bill Run History statistics
Modified the Orders screen to display a spinner icon until the creation of an order is complete. This prevents subsequent orders from failing to be created if they are added prior to the first order being completed
Fixed an issue where an incorrect contract commitment period would be set after splitting unapplied commitments
Fixed an issue where voiding an invoice that contained an early contract termination charge would not reverse the Billed Through date on the related account package, if the package contained only non recurring charged services under contract
Fixed an issue where voiding an invoice that contained an early contract termination charge could result in incorrect next Bill Day and Billed Through dates, as well as an inability to further bill the post paid account-package that was configured with the contract
Fixed issues with invalid contract charges and other billing issues that can occur when an account-package with a contract and a future cancellation date is billed
Adjusted max character length of product codes to 50 characters
Set the maximum number of package frequencies that can be configured on a package in the product catalog to 50
Fixed an issue with counting rules where counting a service per status was including cancelled services, when the counting rule was configured to 'Count Only If Usage'
Added the ability to configure an API Only User on the Users screen. A user configured with this setting will not be able to log into the AdminPortal UI and can only be configured with an API Role and API Role Group
Modified Role Group Permissions screens to allow API role groups to be easily configured
Defined default core Role Groups (Admin, ReadOnly, API Admin and API ReadOnly) which cannot be modified
Fixed multiple UI issues on the Role Groups screen
Fixed issues which allowed payments to be created and reversals/refunds issued when the user lacked the proper role permissions
Removed DailyAggregateByAccountServiceID, UsageRateID, and UsageRateName columns from the Daily Usage V2 data source
Added Total Daily Usage V2 data source which provides a total of account service usage per day
Reintroduced Usage V2 data source
Fixed an issue where report filters did not filter report data when the filter was configured with system default filter values
Fixed an issue with Report Filters where filtering on a date/time required the time to be supplied down to a millisecond value
Added the ability to attach a rate plan when importing a package-service
Added the ability to attach a counting rule when importing a package-frequency
Added the ability to data import customer portal users
Modified Data Profiles to allow parent accounts to be imported without utilizing plugins
Data Profiles now support determining target fields using an AND condition across multiple source fields
Added the ability to specify account-service effective dates when importing account-packages from the catalog
Fixed multiple data profile target mapping issues and other data profile UI and validation issues
Fixed an issue where an imported account-package's Billed Through dates would not be reversed after voiding the first invoice
Fixed an issue that could cause incorrect count values on the Data Import History screen
File Importer performance and resiliency improvements
Fixed an issue where it was possible to click the Add button on the SMTP Settings screen when SMTP settings were already setup
Modified the Taxes tab on the Transaction screen to display taxes calculated even if the transaction is not yet attached to an 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
Modified AvaTax integration to discard GeoCode responses with a score greater than '1' in order to avoid using an incorrect Tax Jurisdiction Code
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 AvaTax integration issue where incorrect taxes were applied when a credit or negative transaction was added with a quantity value greater than one
Added the ability to prorate money buckets
Removed the ability to configure Exabyte/Exbibyte usage units on data usage buckets
Fixed an issue where the Amount field was missing when editing a money bucket on an account-service in scenarios where the bucket was added using a global add-on service attached to a sales order
Modified the Share Plans Edit Bucket screen to display 'Tier Threshold' instead of 'Tier Growth' on the Tiers tab
Modified rating behavior to rerate when a usage bucket goes into overage and not when contributing services or packages are added
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 an issue where a usage record would go into exception if a mediation custom field was configured with a name that started with a lower case character
Fixed an issue where re-rating would not occur correctly when a bucket with a $0 flat charge was shared across a package and then the account-service containing the bucket was canceled
Fixed an issue where rated usage overage could be rated using an incorrect rounding rule
Fixed a mediation issue where in rare cases the mediation process would fail when highly concurrent operations were executing
Customer Portal UI and validation improvements and fixes
Removed the Process Register screen from the Operations menu
Renamed API Permissions section to 'Blacklists' on the Operations screen and sub-menus
Fixed issues with the scheduler that could cause scheduled events to be missed in some scenarios
Fixed issues that could cause data loss when archiving data to an S3 bucket
Removed 'Account Previous Status' from the list of Email Template Variables
Image effects in Word are no longer supported on invoice templates. Images will still render on PDF invoices but effects applied to the image will not
Fixed an issue where the billRun.name value returned in a Webhook was actually the Bill Run History Name
Fixed an issue that could database connections to be become blocked in some scenarios
10.5.0 API Changes
...
| Panel | ||||||
|---|---|---|---|---|---|---|
| ||||||
API Version 7 is introduced in this release |
Deprecated APIs:
v3+/Usage/Rate/Plan/Package/Service/History (Get)
Report/Storage (Get, Put, Delete)
Report/Storage/Paged (Get)
Report/Storage/{id} (Get)
Report/Storage/identityOnly (Get)
Updated APIs:
Improved performance when creating a large volume of account services by API
Extended the DataImport/Usage API so that usage data can be supplied in JSON format
v7/Account/{id}/Detail (Get): added property properties AccountSummary and AccountPriceBookRegions
v7/Account/{id} (Patch attach/detach): added property AccountPriceBookRegions
/v7/InvoiceItem (Get, Post, Put, Patch): removed property ‘isTaxExempt’
/v7/Package/Frequency (Get, Post, Put, Patch):
Added properties to pricePlans details: priceBookId, generalLedgerId, serviceTaxCategoryId
Added property to currencies details: priceBookId
Added property: currentRatePlan
/v7/PackageFrequencyPackageCurrency (Get): Added property PriceBookId. Defaults to Standard PriceBook (value 1)
/v7/Order (Post): Added properties to orderPackages: useBulkQuantity
v7/Account/Package (???Get, Post, Put, Patch): Added property PriceBookId. Defaults to Standard PriceBook (value 1)
???v7/Account/ProductCode/AvailableFor/Account/{id} (Get): Added property PriceBookId
DailyUsageSummary/ByAccountService/Paged (Get): The AccountServiceTemporalId property now returns 0 for api v4 to v6 and the property was moved removed in v7 ??? moved meaning what? removed?
v7/Package/Service/PricePlan (Post): Added property PriceBookId. This property defaults to the standard PriceBook (value 1) for v6 and all previous API versions
Package/{id}/Detail (Get): no longer returns PricePlans and Pricing
RatePlan (Get, Post, Put, Patch): removed amountPrecision property from api version 4 and higher
New APIs:
v7/PriceBook (Get, Post, Put, Patch)
v7/PriceBook/Region (Get, Post, Put, Patch)
v7/ApplicationVersion (Get): returns the application version
v7/Administration/User (Get, Post, Patch): allows the creation and modification of system users
v7/Schedule/BillRun (Post): creates a one time bill run that can be scheduled to run immediately or with a future start time
v7/CustomDataSource/{id} (Get): retrieves a JSON response from a custom SQL View
...
version
v7/Administration/User (Get, Post, Patch): allows the creation and modification of system users
v7/Schedule/BillRun (Post): creates a one time bill run that can be scheduled to run immediately or with a future start time
v7/CustomDataSource/{id} (Get): retrieves a JSON response from a custom SQL View
For additional API documentation please see the API Reference documentation on logisense.com.
10.5.0-Hotfix.1 Release Notes
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
10.5.0-Patch.2 Release Notes
Validation fixes and improvements
Billing performance improvements
Improved rating performance for environments with a large number of account-services within the same share plan
Fixed an issue where non-recurring charged services did not have their Effective Cancellation date set after being billed
Fixed an issue where progressive tiered pricing wasn't being counted properly for non-recurring charged services
Modified usage billing logic to create $0 invoice items when processing bucketed usage that is applied to progressive tiers
Improved error handling during invoice generation in the event connectivity to S3 is lost
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 where voiding an invoice that contained a charge for a backdated optional service would result in an incorrect charge being applied when rebilling
Fixed issues that prevented Advanced Filters from being created on multiple screens
Fixed credit note token issues which prevented the Credit Date, Total and Total including taxes values from being displayed properly on credit notes
Fixed an issue in AvaTax integrated environments where updating a contact's address would fail if the IsIncorporated and tax jurisdiction values were both null
Modified rounding logic to round rated amounts to 11 digits prior to rounding to the specified amount precision value
Fixed an issue where rerating would fail if duplicate usage records existed which were unbilled and had the same AccountServiceID or UsageDate value
Fixed an issue where a usage exception would occur in some scenarios when processing usage related to a service that was using a price plan's rate plan and had its usage identifier status changed
Fixed an issue where an account-package couldn't be created if it was configured with a lookup custom field that was set to use a default value
Fixed an issue where no options were shown when attempting to specify a custom field value when the custom field was configured with a lookup data type
Modified report generation to permit a maximum report size of 100MB in order to avoid consuming all available memory
Fixed an issue where duplicate data could appear in reports downloaded in CSV format
Fixed an issue which prevented the Bill Run Schedule Status Type filter from being created on email and webhook binding actions
Fixed a data archiving issue where archive operations would not resume properly if the environment or service was abruptly shut down
10.5.0-Patch.2 API Changes
Optimizations to reduce API memory footprint
Account / Package: Fixed an issue when adding a service to an account-package with bracket tiered pricing where the UI would not display the correct pricing unless pricing for all of the service statuses was included in the API request
Invoice / Item: changed the default sort order when getting invoice items to sort by ID descending
10.5.0-Patch.3 Release Notes
Added an 'Invoice Top-up' setting to the Contracts section of the Bill Run configuration. When this setting is enabled billing will apply charges if an account contract is configured with a 'Minimum Invoice Amount' and the minimum value has not been reached
Fixed an issue where an account package with a future Effective Cancel date set could trigger a billing exception if the 'No Final Period Charge' cancellation option was selected
Fixed an issue where an account price plan's end date was not set with a time value which could cause charges falling on the end date not to be priced using the plan
Fixed a validation issue that allowed the Invoice Delivery value on accounts to be cleared
Fixed an issue where the Buckets tab would not be displayed after creating and saving a package if the package contained services with both usage buckets and billing activation buckets
Modified billing logic for progressive tiers to round the sum of the usage amount instead of rounding individual entries in each tier
Fixed a mediation issue where a record would not be rated or go into exception if the usage identifier in the record did not match the case of the same UID on an account-service
Modified rating logic to search GeoTree nodes for all matching patterns from highest to lowest when searching for a rate, instead of looking only at the highest matching pattern
Fixed an issue importing GeoTree location groups that caused the data import process to stall
10.5.0-Patch.4 Release Notes
Fixed an issue that could cause incorrect usage summary values to be displayed on custom reports, in the customer portal or in an API response
Fixed an issue which could cause a child account to use rates from an invalid price plan
10.5.0-Patch.5 Release Notes
Fixed an issue where a rating exception would occur when a usage exception message exceeded 4000 characters
10.5.0-Patch.6 Release Notes
Fixed an issue where a service transitioning from a billable to cancelled status did not apply transition charges in some scenarios
Fixed an issue that could cause duplicate emails to be sent in some scenarios
Rating error handling improvements
Fixed a billing issue where billing would execute before rerating was completed
Fixed an issue that could cause duplicate usage exceptions
Modified rerating process to rate records without observing a specific order to improve rerating performance
Fixed a rerating issue that could cause exceptions to remain in a Requires Rerating state and aggregate usage data not to be updated
10.5.0-Patch.7 Release Notes
Fixed a issue where account billing would fail with a 'Cannot create time period with end' error in a rare scenario involving back billing and modifications to a previously billed prepaid period