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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.

In this article:

10.6.0 Release Notes

Change Highlights

UI Changes:

  • Many UI and API validation fixes and improvements

Product Catalog Enhancements:

  • Product Catalog Discounts

    • Added the ability to configure discounts on services within package frequencies in the product catalog

      • The amount of time a discount is valid is configurable

      • A GL Code can be associated with a discount

      • Discounts can be set to be prorated or not

      • Multiple discounts can be added onto a service in a configurable order

      • Discounts can be imported into the product catalog

  • Promotion Codes

    • Added the ability to setup promo codes in the product catalog which apply discounts to services

    • Multiple discounts can be setup under a promo code

    • Promo code discounts apply when the promo code is specified at the account-service/account-package level

    • Account-service discounts with a promo code can imported

  • Anniversary Billing

    • Introduced anniversary billing which allows a package and its services to be billed on the same day of the month that the account-package becomes effective, instead of billing on the Account's Bill Day

    • Disabling the 'Bill On Account Bill Day' option when configuring packages enables anniversary billing

  • Tax Inclusive Services

    • Added the ability to configure tax inclusive pricing on services, where the price of the service includes the tax amount

    • Tax Inclusive services are supported for all types of service charges (recurring, non-recurring, fees)

  • Service Transition Charge Limits

    • Added a 'Maximum charges per period' field when configuring a transition on a package frequency

    • When set this value will limit for the number of times the transition charge can be applied in a single billing period

  • Package Contract Improvements

    • Added a 'Renew Type' field to the Contracts screen in the product catalog. This field allows you to define what happens when a package contract expires (expire the contract, cancel the account-package, auto-renew the contract or start a new contract)

    • Added a Contract section to the Account-Package Options tab. Any contract configured on the account-package will be shown here along with the contract Start Date, End Date and Renew Type

Share Plan Enhancements:

  • Redesigned the Share Plans screen to fix UI issues and improve performance

  • Added the ability to specify and modify share plan add-on effective dates and cancellation dates

  • Added the ability to configure bracket tiered pricing on share plan add-ons

User Audit Log:

  • Added a Audit Log screen to the Operations menu to track user activities in the system

AvaTax Integration Enhancements:

  • Added the ability to specify company data (Facilities, Regulated, Franchise) when configuring an AvaTax based Tax Vendor

  • Added support for lifeline customers. A 'Lifeline Customer' setting is now available in the Taxes tab on the Account Settings screen

Single Sign-On Support:

  • Added the ability to configure SSO using SAML UserIDs

  • Okta and Azure AD providers supported

  • SAML Settings are accessible on the Owner Configuration screen

Other Enhancements and Fixes

  • 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

  • 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 during 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 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

  • Fixed multiple issues with Advanced Filters on several screens

  • 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

  • reporting

  • 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

  • usage

  • 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'

  • data import

  • Modified data import logic to return exceptions instead of marking records as duplicates when importing duplicate non-usage based records

  • Removed Validation buttons from the Data Profile screen as this feature is non-functional

  • Added the ability to data import invoiceitems using AccountName or ServiceName as the Target

  • plugins

  • Added the ability to apply a time zone offset to usage records using a plugin callout

10.6.0 API Changes

Notice: Unversioned APIs are removed as of this release. If you are using an unversioned Access/Loging API you must switch to a versioned login API in order to retrieve an authorization token.

API versions v3 is deprecated as of this release

API Version 8 is introduced in this release

  • Deprecated APIs:

    • Usage/Class/GroupType (Get)

    • Account/Service/Discount/Tracking (Get)

  • Updated APIs:

    • Report/Storage: ReportId removed, ReportDefinitionId changed to not null

    • ReportDefinition: ReportId removed from ReportFilters details

    • ReportDefinition: ReportDefinitionId changed to not null in ReportLayout and ReportStyle details

    • v8/Account: added Lifeline { get; set; }

    • v8/Package: Renamed SyncToBillDay to BillOnAccountBillDay

    • v8/Account/Package (Get, Post, Put, Patch): removed TermId { get; set; } and TermName { get; set; }

    • v8/Account/Package (Post, Put, Patch): added Details.PackageTerms

    • v8/Account/Package/{id}/Detail (Get): added Details.PackageTerms, Renamed Details.PackageContract

      to Details.LatestPackageTerm, added Details.LatestPackageTerm

    • v8/Invoice/Item (Get, Post, Put, Patch): added GeneralLedgerId { get; set; } and ServiceTaxCategoryId { get; set; }

    • v8/Package/Service/PricePlan (Get): added packageServiceDiscounts to Detail

    • v8/Package/Frequency (Post, Put, Patch): added packageServiceDiscounts to pricePlans Details

    • v8/Term (Get, Post, Put, Patch): added TermRenewalTypeId { get; set; } and RenewTermId { get; set; }

    • v8/Invoice/Item (Get, Post, Put, Patch): added PreDiscountAmount { get; set; }

    • v8/Invoice/Item/{id}/Detail (Get): added Detail.Discounts GeneralLedgerId { get; set; } and GeneralLedgerName { get; set; }

    • v8/Invoice/Item/Credit (Post): added GeneralLedgerId { get; set; }, GeneralLedgerName { get; set; }, ServiceTaxCategoryId { get; set; } and ServiceTaxCategoryName { get; set; }

    • v8/Account/Package (Post, Patch): added discountPromoCodes to AccountService details

    • v8/Account/SharePlan/{id}/Detail (Get): added Quantity { get; set; } to details, participation, items

    • v8/Account/Package/FromCatalog (Post, Patch): added PackageTerms { get; set; }

    • v8/Invoice/{id}/Detail (Get): added ReportStorageStatusTypeId { get; set; } and ReportStorageStatusTypeName { get; set; }

    • v8/Account/SharePlan (Get): Removed Details.ViewSharePlanBucketUsageByServices (These details are still available through the /Account/SharePlan/BucketUsage/ByService API)

    • v8/Service (Get, Patch, Post): Renamed ‘IsInclusiveTaxes' to 'IsTaxInclusive’

    • v8/Invoice/Item/Credit (Post): added IsTaxInclusive { get; set; }

    • v8/Invoice/Item (Get, Patch, Post): added IsTaxInclusive { get; set; }

    • v8/Package/Service/PricePlan (Get, Patch, Post): added IsTaxInclusive { get; set; }

    • v8/Account/Service (Get, Patch, Post): added IsTaxInclusive { get; set; } and ServiceTaxCategoryId { get; set; }

    • v8/Package/Frequency (Get): added IsTaxInclusive column to PricePlans details

    • v8/Order (Get, Patch, Post): added applyDefaultDiscount to orderPackages details

    • v8/Account/Package/FromCatalog (Post): added applyDefaultDiscount to root

    • v8/Package/Frequency (Get, Post, Patch): added ‘transitionLimit’ nullable int to detail level ‘transitionPrices’

    • V8/Order (Get, Post, Patch): added ‘billDay’ and ‘usageBillDay’ override options to orderPackages details

  • New APIs:

    • v8/Package/Service/PricePlan/{packageservicepriceplanId:int}/DiscountRank (Put)

    • v8/Account/PricePlan (Get, Post, Put, Patch, Delete): packageServiceDiscounts are now added to pricePlans details. If no packageServiceDiscounts are specified then discounts will be copied from catalog

    • v8/Invoice/ByUdrMediated (Get): returns the invoice the UDR was billed to (or if it was billed at all) for the supplied MediatedID

    • v8/Account/Package (Get, Post, Put, Patch, Delete):

      • AccountPackageServiceDiscount:

        • DiscountTypeID, DiscountTypeName, Frequency, FrequencyTypeID, FrequencyTypeName moved to DiscountAmount

        • New columns added: PackageServiceDiscountID, GeneralLedgerID, IsProrated, DiscountName

      • AccountPackageServiceStatusDiscount:

        • Amount moved to DiscountAmount

        • New columns added: DiscountPromoCodeID, DiscountID

      • AccountPackageServiceStatusDiscount details added: List of DiscountAmount

    • v8/Account/SharePlan/id/AddOn (Post)

    • v8/JsonApi/Log/ByRequestTracking/{guid} (Get): Retrieves a single JsonApiLog entry by its RequestTrackingIdentity GUID

    • v8/DataImport/Usage/Feed/{id} (Get)

    • v8/DataImport/Usage/Feed/{name} (Get)

    • v8/DataImport/Usage/Tracking/{trackingId} (Get)

    • v8/DataImport/Usage/Tracking/{trackingId}/Detail (Get)

    • v8//DataImport/Usage/History/{id} (Get)

    • v8/DataImport/Usage/History (Get)

    • v8/DataImport/Usage/History/{id}/Detail (Get)

    • v8/DataImportHistory/Exception/Paged (Get)

    • v8/DataImportHistory/{dataImportHistoryId}/Exception (Get)

    • v8/DataImportHistory/{dataImportHistoryId}/Exception/Paged (Get)

    • v8/ReportDefinition/[guid]/Download (Get): new property string Link { get; set; }

    • v8/ReportDefinition/[id]/DownloadLastGenerated (Get): new property string Link { get; set; }

For additional API documentation please see the API Reference documentation on logisense.com.

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