LogiSense Billing 10.4.x Release Notes
- Greg Walsh
- Andrew Hudson
- Tim Neil
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:
10.4.0 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
Account Changes and Enhancements:
Ability to Change the Account Bill Day
Added the ability to change an account’s Bill Day and Usage Bill Day when the account has account packages added to it
Once the bill day is changed the current billing period will finish as is
A prorated charge will be applied to align the account to the new bill cycle
The prorated period will be handled as a full period when determining tiered pricing and usage bucketing
The new full billing period will start on the specified new bill day after the prorated period
Pending bill day changes are displayed on the Account / Settings / Billing tab
Pending bill day changes can be deleted or modified as needed
New Cancellation Charge options for Account Packages and Services
Prorate the transaction: apply charges for the cancellation period based on the amount of time within the period that the account-services were in a billable state
Charge full period: charge the full price of the account-services for the cancellation period, regardless of how many days in the period the services were in a billable state
No transaction: cancel the service and do not charge the service for this period ($0)
Waive Contract Penalties: When the account-package being cancelled contains a contract, this option will appear. When this setting is enabled contract early termination fees and remainder fees will not be applied
Partial Reversals on Transactions
Added the ability to do partial reversals on transactions and credits
Multiple reversals can be applied to the same charge so long as the combined total of the reversals does not exceed the original charged amount
All charges can be partially reversed except for real time taxed usage and manually issued credits
Real time taxed usage and manually issued credits can still be fully reversed
Price Plans Changes and Enhancements:
Added start and end dates to price plans to support time period specific pricing. The end date can be left unpopulated to provide an open ended price plan
Multiple price plans can be created on an account provided only one price plan is active at a time
Price plans can be future dated so the changes to prices can effectively be automated
Added a price plan setting that allows child accounts to inherit price plan pricing when enabled
Added a ‘Pricing inherited from’ detail at the bottom of the Account Package screen to indicate what price plan the account is currently using
Added an indicator beside the pricing source message on the Account Package screen to indicate when a Product Code is no longer valid
Sales Order Changes and Enhancements:
Added a new Pricing step to the order wizard where pricing is defined for the services within the order
The Personalize step in the wizard will no longer be used to set pricing but instead handle setting data overrides per service (e.g. Usage Identifier values, Custom Fields)
Service effective dates can now be configured in an order
Product Codes can be selected in an order if the code’s Account Price Plan is valid as of the package’s effective date
Minor order screen UI changes and validation improvements
Invoicing, Credit Note and Template Enhancements:
Modified Invoice and Credit Note pdfs to be stored in Amazon AWS S3 storage. The functionality of downloading and delivering invoices and credit notes has not changed
New credit note tokens:
account.billingContact.contactAddress.stateCode
account.billingContact.contactAddress.countryCode
New invoice tokens:
account.billingContact.contactAddress.stateCode
account.billingContact.contactAddress.countryCode
invoice.charges.[XXX].items.packageDescription (many new package description tokens for various entities. See the Templates screen ‘Field Tagger’ in the LogiSense Billing application for a complete listing)
invoice.charges.[XXX].items.serviceDescription (many new service description tokens for various entities)
invoice.order.shippingContact.contactAddress.stateCode
invoice.order.shippingContact.contactAddress.countryCode
Event Subscriptions:
Added a new event subscription screen under Setup / Extensibility / Event Subscriptions
This screen allows notifications to be sent to system users or account contacts when certain system events occur (e.g. notify an account billing contact that payment was successfully processed or notify a user configured in the LogiSense Billing application that a Bill Run has completed)
Event subscriptions can be sent via email (utilizing email templates in the system) or sent using webhooks
Report Delivery
Added the ability to email or SFTP scheduled reports
Reports can be emailed to system users and/or a comma separated set of email addresses
Email delivery is setup using a new ‘Email Notification’ template type
A new screen is available to configure SFTP Settings under Setup / Extensibility / SFTP Settings
Multiple SFTP Settings can be configured if desired
When editing a report schedule the Delivery section provides options to Email and/or SFTP deliver the report
Usage Bucket Changes and Enhancements:
Money Buckets
Added the ability to configure money buckets which can allow multiple classes of usage to consume a specified amount of money (e.g. a $100 bucket that can be consumed by data, airtime and messaging usage)
A money bucket's value will always match the account’s currency
The price of the bucket (service charge) and amount of money in the bucket do not need to match. E.g. you can charge $100 for the bucket, but include $200 worth of usage in the bucket
Money buckets attached to a package can be shared so that all account-services in an account-package can draw from the bucket
Money buckets can be configured with a rate plan
Money buckets can be configured in share plans
Add-on services can be configured with money buckets
Money buckets cannot be prorated or set as a Billing Activation bucket
Aggregate Rates are not eligible to be used for money buckets
Bucket sizing/amounts are now defined on the Package Frequency for stand alone buckets and on the share plan for share plan buckets. Previously the bucket size/amounts were configured on the usage bucket
Threshold notifications can be configured for money buckets under the Setup / Product Catalog / Services / Buckets tab (e.g. email a specified account contact when 50% of the bucket is consumed)
Threshold notifications can also be setup on share plan buckets under the Edit Bucket / Notifications tab
Overage Rate Plans on Usage Buckets
Added the ability to configure rate plans directly on usage buckets
Rate plans can be configured on recurring buckets (with or without rollover) but not on non-recurring buckets
Bucket rate plans are not applicable to activation buckets or share plan add-on buckets
Bucket rate plans override rates set in price plans
Automated Data Archival:
Added an automatic data archival and purging service that runs on a regular schedule outside of business hours
The objects to purge and archive are configurable
Archived data is stored in Amazon AWS S3 storage
The items that are archived are logged on the Operations / Monitor / Data Archive screen
Archived data can be downloaded from the Data Archive screen
Data archiving activities can be canceled from the Data Archive screen
Other Enhancements and Fixes
Many AdminPortal and API validation improvements and fixes
Many AdminPortal and API error handling and error messaging improvements
Security enhancements
Rating service resiliency improvements
Rating service performance improvements
Data import and file mover resiliency improvements
Improved performance deleting usage rates
AdminPortal UI fixes to auto-populate the correct values on many screens and prevent issues caused by clicking save multiple times
Fixed an issue which caused the left hand menu to disappear in the AdminPortal when quickly navigating between screens
Added the ability for a logged in user to change their password in the UI by clicking the user icon in the upper right of the AdminPortal
Added the ability to send a user a Reset Password email on the Setup / Users screen
Added a Max Size setting for email attachments on the SMTP Settings screen. This value will be set to 10MB by default. A Notify User field has also been added so that when the system attempts to send an email with an oversized attachment a specified admin user can be alerted
Fixed an issue where configuring a post paid package would also enable the charge full period option
Fixed an issue where a service transition could not be added to a package frequency if the service was configured to transition to a canceled status
Fixed an issue where the Services tab on the Edit Package screen would not be populated if a service configured on the package was set to inactive
Enabled the ability to bill an account that does not have account-packages on it, provided that other accounts with account-packages (e.g. child accounts) are configured to invoice their charges to the account without packages
Redesigned the Bill Run History screen to be more user friendly and provide more meaningful data
Fixed an issue with the Bill Run History screen which could cause the processed count value to be inaccurate
Fixed an issue where an annually billed account-package would add an extra day to a prorated charge when billing within a leap year
Fixed an issue where account billing would fail when an account-package contained a service with a usage identifier which had an effective date earlier than the package's billing activation date
Modified the date set on late payment charges to be the date that payment was overdue, instead of the end date of the bill run that generated the late payment charge
Fixed an issue where a transaction would be set with an incorrect end date when an account-service status was changed and the prepaid account-package it resided in was canceled and billed
Fixed an issue where reversed non-recurring charges were set with an invalid period start value
Fixed an issue where a billing error would occur when an account-package configured with a contract had an effective cancel date that matched the contract expiration date
Fixed a billing exception that would occur when billing an account-package with a contract set to charge the remainder, in scenarios where the account-package was billed up to the final month of the contract term, then cancelled, and then the following month was billed
Fixed an issue where billing a usage based non-recurring service prior to performing usage billing could result in a service misconfiguration that would prevent an invoice void from being performed
Added the Account ID to the Account / Overview / Settings / Account tab
Fixed an issue where an account-package could be added to an account and the package name would not be populated
Fixed an issue where account-packages that were created, cancelled and then billed did not display any data on the account-package Services tab
Fixed an issue where it wasn't possible to specify certain dates when configuring an account-service's usage identifier value to change as of a future date
Fixed an issue where it was not possible to reverse an account-package charge if the account-package was set to be cancelled within the current billing cycle
Fixed an issue where a SQLDateTime overflow error would occur when attempting to update an unbilled account-package's bill day
Fixed an issue where voiding an invoice containing a charge from a prepaid account-package configured to charge for the full period would incorrectly reset the package's Next Bill Date
Fixed an issue where dunning penalty charges wouldn't be re-applied after voiding an invoice and rebilling an account
Fixed an issue when voiding invoices that prevented aggregate usage on the invoice from being considered during rerating
Fixed an issue where voiding an invoice would fail in scenarios where account-packages existed with no account-services
Fixed an issue where deleting an account contact which was not set as required, was not possible if the contact resided on a canceled account
Fixed an issue where it wouldn't be possible to cancel an account if any account-packages contained a non-recurring usage-based service
Modified the Taxes configuration tab on the Account / Settings screen to maintain the configured Tax Category when the Tax Exempt Level is set to 'All Taxes'
Modified AvaTax integration to include the currency code when a transaction is sent to Avalara for taxation
Modified AvaTax integration to tax child account's one time credits using the invoicer's account tax jurisdiction code instead of the child account's account tax jurisdiction code
Fixed an issue with real time taxation where a 'Cannot Resolve Tax Code' usage exception could result in usage still being applied to a bucket
Fixed UI issues introduced when splitting contract commitments
Fixed an issue where processing a sales order would fail if the order contained a global add-on service with a price override set
Fixed an issue where voiding a sales order invoice would result in transition charges not being applied when next billing the account in some billing scenarios
Fixed a share plan issue where the usage bucket allowance would be doubled when adding a selling service and a participating service to the share plan at the same time
Fixed an issue where a new share plan would not be created on an account if a previous share plan created by the same selling service had been cancelled on the account
Modified share plans to be cancelled when the account-package containing the selling service is cancelled
Modified reports to only output date values without displaying timestamps when a report is configured with the Data Format setting 'Use Date Defaults'
Modified default precision on reports to 2 decimal places when presenting currency values
Fixed an issue where changing the value of a Report's Decimal Point Symbol or Default Format would reset the Precision value back to zero
Fixed an issue where the page dimensions of an existing report could not be modified
Fixed an issue where no data was displayed when viewing some core report PDF's in Adobe Acrobat Reader
Fixed a report issue where Aged Invoice Summary reports displayed incorrect decimal precisions in bucket columns when viewing the reports as PDFs
Fixed an issue where creating a new report with a schedule configured would fail and return an error
Fixed an issue with the Setup / Reports screen where the Columns tab on reports did not display the configured Primary Group and Secondary Group values
Fixed report issues where the configured currency symbol was not rendered in money value columns and the configured date format was not used
Updated Account Service Pricing and Account Service Tiered Pricing data sources to include data on non-recurring charge price overrides
Fixed an issue where saving a template with an embedded report would fail and return an error
Removed the ability to configure rate plans on usage bucket tiers
Modified usage rates to prevent Rated Markup from being selected as a Rate Type when configuring an aggregate rate
Fixed an issue where re-rating could be marked as completed when re-rating was still occurring, potentially preventing usage billing if a bill run was concurrently running
Removed the Setup / Usage Rating / Local Call Patterns screen
Modified billing not to generate $0 charges for usage that is fully applied to a usage bucket
Modified rate plans attached to account-services to use the account-package's start date as the rate plan's effective date instead of the date the rate plan was added
Fixed an issue where cancelling an optional account-service that was participating in a share plan did not update the quantity field on the Account Share Plan screen
Fixed an issue where deleting an account-package which was contributing to a share plan did not trigger re-rating
Fixed an issue which prevented the configuration of new payment gateways
Fixed a data import issue where importing a GeoTree location would fail without presenting an error
Fixed a data import issue where importing account-services with an empty string value for the usage identifier would fail
Fixed an issue with billing imported account-packages where the Usage Billed Through date was incorrect
Added a Category Lookup transform to data profiles which can query imported data (xml) and transform it as needed
Fixed a data import issue where changing the Target value on the Visual Map tab would not update the visual map displayed
Added missing metadata for share plan buckets which addressed an issue with configuring data profiles that utilized the metadata
Fixed an issue where an action configured on a webhook was not saved when saving a webhook configured with a filter
Fixed a webhook issue where relative dates configured on an event activation filter could trigger a rating exception during rating
Fixed an issue where the name of a webhook could not be modified unless the authentication type was also changed
Modified the Customer Portal UI to exclude voided invoices when selecting invoices on the Make Payment modal
Changed the Download invoice button on the Customer Portal Overview page to ‘View’
10.4.0 API Changes
API versions v1 and v2 are deprecated as of this release
API Version 5 is introduced in this release
Deprecated APIs:
v4/Credit/Note/{id}/Render (Get)
v4Account/SharePlan (Post)
API Endpoints removed:
v3/EventRegistrationAll (Get)
v3/EventRegistrationAll/{dtoTypeKey} (Get)
v3/EventRegistrationAll/GetInternal (Get)
v3/EventRegistrationAll/GetPagedInternal (Get)
v3/EventRegistrationAll/Paged (Get)
v3/DataType/ZipCode/{id} (Delete)
v3/DataType/ZipCode (Get)
v3/DataType/ZipCode/{id} (Get)
v3/DataType/ZipCode/Metadata (Get)
v3/DataType/ZipCode/Metadata/sql (Get)
v3/DataType/ZipCode/Paged (Get)
v3/DataType/ZipCode (Post)
v3/DataType/ZipCode/{id} (Put)
v3/Invoice/Item/ReverseCredit (Get)
v3/Invoice/Item/ReverseCredit/{id} (Get)
v3/Invoice/Item/ReverseCredit/Metadata (Get)
v3/Invoice/Item/ReverseCredit/Metadata/sql (Get)
v3/Invoice/Item/ReverseCredit/Paged (Get)
v3/Invoice/Item/ReverseCredit/{id} (Put)
v3/DataFlow/LogisenseBilling/Validate (Patch)
v3/Cache/LookupTable/ (Get)
v3/Cache/LookupTable/Paged (Get)
v3/Cache/LookupTable/Invalidate (Put)
v3/Usage/LocalCallPattern/{id} (Delete)
v3/Usage/LocalCallPattern (Get)
v3/Usage/LocalCallPattern/{id} (Get)
v3/Usage/LocalCallPattern/Metadata (Get)
v3/Usage/LocalCallPattern/Metadata/sql (Get)
v3/Usage/LocalCallPattern/Paged (Get)
v3/Usage/LocalCallPattern (Post)
v3/Usage/LocalCallPattern/{id} (Put)
v4/Usage/LocalCallPattern/{id} (Delete)
v4/Usage/LocalCallPattern (Get)
v4/Usage/LocalCallPattern/{id} (Get)
v4/Usage/LocalCallPattern/Paged (Get)
v4/Usage/LocalCallPattern (Post)
v4/Usage/LocalCallPattern/{id} (Put)
v3/Invoice/Item/ReverseCharge (Get)
v3/Invoice/Item/ReverseCharge/{id} (Get)
v3/Invoice/Item/ReverseCharge/Metadata (Get)
v3/Invoice/Item/ReverseCharge/Metadata/sql (Get)
v3/Invoice/Item/ReverseCharge/Paged (Get)
v3/Invoice/Item/ReverseCharge/{id} (Put)
v3/DataArchiveGroup/{id} (Delete)
v3/DataArchiveGroup (Get)
v3/DataArchiveGroup/{id} (Get)
v3/DataArchiveGroup/Metadata (Get)
v3/DataArchiveGroup/Metadata/sql (Get)
v3/DataArchiveGroup/Paged (Get)
v3/DataArchiveGroup (Post)
v3/DataArchiveGroup/{id} (Put)
v3/DataArchiveExportType (Get)
v3/DataArchiveExportType/{id} (Get)
v3/DataArchiveExportType/Metadata (Get)
v3/DataArchiveExportType/Metadata/sql (Get)
v3/DataArchiveExportType/Paged (Get)
v3/DataArchiveConfiguration/{id} (Delete)
v3/DataArchiveConfiguration (Get)
v3/DataArchiveConfiguration/{id} (Get)
v3/DataArchiveConfiguration/Metadata (Get)
v3/DataArchiveConfiguration/Metadata/sql (Get)
v3/DataArchiveConfiguration/Paged (Get)
v3/DataArchiveConfiguration (Post)
v3/DataArchiveConfiguration/{id} (Put)
v3/DataArchiveActionType (Get)
v3/DataArchiveActionType/{id} (Get)
v3/DataArchiveActionType/Metadata (Get)
v3/DataArchiveActionType/Metadata/sql (Get)
v3/DataArchiveActionType/Paged (Get)
Updated APIs:
v5/ReportDefinition/<id>/Render (Post): Added reportDelivery section
v5/Account/Package (Get): Added packageContract section
v5/Account/Package (Get, Post, Put, Patch): added PendingBillDay and PendingUsageBillDay to support new change bill day feature
v5/Account/Package (Get, Post, Put, Patch): added BillCancelOptionTypeId, BillCancelOptionTypeName
and WaiveEarlyTerminationFee to support new account/package cancellation optionsv5/Account/Package/FromCatalog (Post): added Effective to support setting package and service effective dates
v5/Account/PricePlan (Get, Post, Put, Patch): added IncludeChildAccounts and removed IsConsolidatedByInvoicer to support the new price plan sharing configuration
v5/Account/Package & v5/Account/Service (Get, Post, Put, Patch):
Added money and removed UsageRatePlanId and UsageRatePlanName to support new money buckets configuration
Added OverageUsageRatePlanId and OverageUsageRatePlanName to support overage rate plans on usage buckets
Added BillCancelOptionTypeId and BillCancelOptionTypeName to support new package and service cancelation options
v5/Account/SharePlan (Get, Put, Patch): changes to support participation configuration changes and money buckets
Removed ParticipatingLimit, ParticipatingUsageUnitId and ParticipatingUsageUnitName
Added DataParticipatingLimit, DataUsageUnitId, DataUsageUnitName, TimeParticipatingLimit, TimeUsageUnitId, TimeUsageUnitName, CountParticipatingLimit, CountUsageUnitId,
MoneyParticipatingLimit, MoneyUsageUnitId, MoneyUsageUnitName
v5/Account (Get, Put, Patch): added PendingBillDay and PendingUsageBillDay to support new change bill day feature
v5/BillRun/Schedule/OneTime (Post): added OrderId and removed BillRunTypeId and BillRunTypeName
v5/BillGroup (Get, Update): removed BillRunTypeId and BillRunTypeName
v5/BillRun (Get, Post, Put, Patch): removed BillRunTypeId and BillRunTypeName
v5/Country (Get, Post, Put, Patch): removed DataTypePostalCodeIds and DataTypePostalCodeName
v5/Invoice/Item (Get with Detail): added Reversals
v5/Invoice/Item/ReverseCharge (Post): added InvoiceAmount
v5/Invoice/{id}/Download (Get): added Link to provide a url to the invoice location in S3 storage
v5/Invoice/Render (Get): added PdfStorageLocationId and PdfIdentifier
v5/Invoice/Item/Transaction/View (Get): added Reversals
v5/Order (Get, Post, Put, Patch): added Effective to support setting package and service effective dates
v5/Account/ProductCode/AvailableFor/Account/{accountId:int}/PackageFrequency/{packageFrequencyId:int}: added PackageFrequencyId, PackageFrequencyName, AccountPricePlanStart and AccountPricePlanEnd to support new price plan start and end dates
v5/Package and v5/Package/Frequency (Get): added Created and Updated to support Salesforce integration
v5/Package and v5/Package/Frequency (Get, Post, Put, Patch): added UsageBucketTiers,
DefaultUsageBucketTiers, MoneyBucketTiers and DefaultMoneyBucketTiers to support new money bucket configurationv5/Credential/ResetLink (Get, Post): added DomainURL to support new password management functionality
v5/Usage/Bucket/BaseUnit (Get): added IsBaseBucketEligible
v5/Usage/Bucket/SharePlan (Get): added MoneyCurrencyId, removed ParticipatingLimit, ParticipatingUsageUnitId and ParticipatingUsageUnitName
v5/Usage/Bucket/SharePlan (Get): added DataParticipatingLimit, DataUsageUnitId, DataUsageUnitName,
TimeParticipatingLimit, TimeUsageUnitId, TimeUsageUnitName, CountParticipatingLimit, CountUsageUnitId, CountUsageUnitName, MoneyParticipatingLimit, MoneyUsageUnitId, MoneyUsageUnitName, MoneyCurrencyId and MoneyCurrencyNamev5/Usage/Bucket/SharePlan (Get, Post, Put): added SharePlanTypeId and SharePlanTypeName
v5/Usage/Bucket and v5/Package/Frequency (Get): Added PackageFrequencyId, PackageFrequencyName, PackageServiceId, CurrencyId, CurrencyName, Money and removed UsageRatePlanId and UsageRatePlanName
v5/Usage/Bucket (Get):
added usageBucketBase section
v5/Usage/Bucket (Get, Post, Put):
added OverageUsageRatePlanId and OverageUsageRatePlanName
added UsageBucketBaseUnitId and UsageBucketBaseUnitName
removed UsageBucketBaseId and UsageBucketBaseName
v5/Usage/Rate/Plan (Get): added Created and Updated
v5/Usage/Rate/Group (Get, Post, Put): added Created and Updated
v5/Usage/Rate (Get, Post, Put): added Created and Updated
v4/Account/Package (Post): Fixed an issue where a post request would fail if a usage bucket's Name was provided instead of its ID
v4/internal/account/package (Post): Fixed an issue which allowed an effective cancel date to be set on an account when active account-packages were present
New APIs:
v5/Account/<id>/Contact/<id>/Detail (Get): replaces older deprecated contact APIs
v5/Account/<id>/Contact/<id> (Delete): replaces older deprecated contact APIs
v5/Account/Package/<id>/CancelSetting (Post, Put, Delete): supports new package cancelation charge options
v5/Account/Package/<id>/HasBucketedUsage (Get): determines if bucketed usage exists on an account-package
v5/Account/Service/Usage/Bucket/Consumption/Paged (Get): returns paginated results detailing bucket consumption for buckets on the specified account-service
v5/BillCancelOptionType (Get): Returns a list of available cancellation options
v5/DataImport/CacheCategory/<id>/Key (Get): Retrieves the cache category value based on the supplied ID
v5/Credit/Note/<id>/Send (Post): Sends a credit note without the need to specify the CreditNoteRenderID (the most recently rendered credit note will be used)
v5/Credit/Note/{id}/Download (Get): Returns credit note details and a base64 encoded pdf credit note if the query string parameter linkOnly is false, and only details and a link to the pdf credit note in S3 storage if LinkOnly is set to true
v3,v4,v5/Service/TaxCategory/AvaTax (Get): returns a filtered list of configured service tax categories that are compatible with AvaTax
v5/EventSubscription/Email (Post, Put, Patch, Delete): allows email event subscriptions to be created, modified and deleted
v5/EventSubscription/Webhook (Post, Put, Patch, Delete): allows webhook event subscriptions to be created, modified and deleted
v5/SharePlanType (Get): indicates if the share plan is of type Money or Usage
For additional API documentation please see the API Reference documentation on logisense.com.
10.4.1 Release Notes
Change Highlights
Account Changes and Enhancements:
Cancellation Date Enhancements
Modified cancellation dates on account-services and account-packages to permit cancellation dates to be set as far back as the service's/package's effective start date
Setting a cancellation date back into a previously billed period will result in refunds for recurring charges and reversals for recurring credits
All other invoice charges relating to the account-package or account-service will not be refunded, but can be refunded manually
Account Contract Changes and Enhancements:
Added the ability to apply Account Contract commitment penalties on data usage that is calculated based on a specific amount per unit (e.g. charge $2 per GB used) if the data usage commitment on the contract was not met
Share Plan and Usage Bucket Changes and Enhancements:
Multiple Overlapping Account Share Plans
Accounts can now have multiple share plans which can have overlap between contributing and participating services
Contributions are added to all share plans based on each share plan's contribution amount for the given service
Usage for participating services will still be consumed according to the bucket type (recurring, rollover, non-recurring) and then will be consumed from a share plan using a new Tie-Break Order setting on the Account Share Plan screen. This new setting will allow you to control which share plan usage will be deducted from if more than one plan exists on an account
Data Unit Consistency and Control Enhancements
Added a “Convert Data to Binary” option on the Share Plans and Usage Buckets screen. When this setting is disabled a data bucket's tier units will be configurable in decimal units (kilobytes, megabytes, etc.). When this setting is enabled a data bucket's tier units will be configurable as binary units (kibibytes, mebibytes, etc.)
Modified data usage bucket units on multiple screens to observe the bucket unit configured at the catalog level or at the share plan level
Modified Share Plan data allowances to be displayed using the unit type configured on the bucket, instead of presenting allowances in MB or GB values
Contribution Proration Changes
Contributing amounts in share plans will no longer be prorated based upon the effective date or cancellation date of the contributing service. Proration will now be determined using the start/end dates of the share plan bucket
Billing Activation Package Support
Modified share plans to allow billing activation packages to participate in the share plan. Billing activation packages will not contribute or participate in the share plan until billing activation has occurred
Import Usage by API:
Added a new DataImport/Usage API that allows usage records to be posted by API and then transformed, mediated and rated by the system
The feed specified in the API request will determine which data profile to use
The API will return a tracking ID to uniquely identify the request
A 'Switch to API Imports' button has been added on the Data Import History screen to allow usage imported by API to be reviewed
Other Enhancements and Fixes
Rating performance improvements
Error handing and validation improvements
Improved performance loading the Account / Billing / Transactions screen to address long load times and duplicate transactions being submitted which can occur in some scenarios
File importer service resiliency and logging improvements
Fixed an issue that caused the tops of modals in the AdminPortal to be cut off by the title bar in some screen resolutions
Fixed an issue where searching for a usage identifier would show results even when a match was not found
Fixed an issue where identical recurring credits were not being calculated when determining an account's invoice balance
Fixed an issue where the account balance and account balance due values could be incorrect due to the inclusion of tax on recurring credits
Fixed an "InvoiceAmount must not have more than '2' decimal places" error that occurred when attempting to disburse a credit less then $1.00 in the AdminPortal
Fixed issues with package discounts which could cause incorrect discounts to be calculated in the first billing period for packages configured with the Charge Full Period option
Fixed an issue where voiding an invoice could cause an incorrect account-package next bill date to be set in several scenarios when a package was configured with the 'Charge Full Period' option
Fixed an issue where the proper catalog price for tiered non-recurring service charges was not displayed on the Account Packages screen / Services tab / One Time tab
Fixed an issue where a post paid account-package's Next Bill date could be set earlier than the account-package's Effective Date in scenarios where the package was configured with a future effective date and was added to the account using a sales order with the 'Bill Now' option set
Fixed an issue where it wasn't possible to complete a sales order that contained an account-package with a billing activation service
Fixed a price plan issue where a price plan configured with the Tier Type 'Across Status' would not display the 'Edit Usage Rates' icon on the Price Overrides tab
Modified share plans to cancel share plan add-ons when an account share plan is cancelled
Fixed an issue where accounts could not be cancelled if they contained a share plan associated with a package containing a selling service
Modified bill runs to execute in the order determined by the BillRunScheduleID instead of the BillRunID
Added the ability to use reports with custom data sources as invoice report attachments. The report will only be usable if it is active, its custom data source can be filtered by AccountId and InvoiceId and the data source does not contain a parameter
Modified report generation UI to show progress at five minute intervals or when data collection is complete instead of showing a total count value in order to improve report generation performance
Fixed an issue where newly created roles could not be granted permissions to view the Reports screen
Corrected issues with narrow column widths on the Service Sales report
Fixed a bucket caching issue that could result in usage failing to be applied to a bucket in some scenarios
Fixed an issue where adding a filter would fail on the Mediation / Data Import History screen returning an Unexpected API Error message
Fixed an issue with filters on the Mediation / Data Import History screen that prevented them from filtering data
Modified rating service to trim whitespace from usage identifiers, originating identifiers and terminating identifiers in order to resolve usage exceptions that occur when whitespace is included with these values
Fixed an issue where a 'rate not found: unable to find or apply rate for the record' exception would occur instead of the exception 'udr terminating identifier not in Geo Tree' when a rate configured to use the Geo Tree with a UsageClassID of '1' was rated and no terminating pattern was found in the GeoTree
Fixed a data profile loading issue that could cause the load progress to get stuck at 99% complete
Modified the usage Rating Exceptions screen to prevent the Reprocess button from being clicked until the list of exceptions are fully loaded
Modified taxation logic to reload the tax cache on every bill run to ensure the most current tax rates are used
Fixed an issue looking up Tax Jurisdiction Codes in AvaTax integrated environments which occurred when addresses containing special characters were submitted to Avalara (e.g. #, -)
Fixed an issue in AvaTax integrated environments where taxes on manually issued credits were not committed to Avalara and therefore did not appear in Avalara reports
Fixed an issue where making payments from an account in the AdminPortal would fail if more than 20 payment gateways were configured in the system
Added a Webhook Monitor screen under the Operations menu to allow the webhook data that has been generated by the system to be viewed. A retry option is available on this screen which allows a webhook to be resent if it exists in a failed status
10.4.1 API Changes
Deprecated APIs:
v5/Payment/RetryRule (Get)
v5/Payment/RetryRule/Paged (Get)
v5/Payment/RetryRule/Paged/Detail (Get)
v5/Payment/RetryRule/{id} (Get)
v5/Payment/RetryRule/{id}/Detail (Get)
v5/Payment/RetryRule (Post, Put, Patch, Delete)
v5/Payment/RetryRule/{id} (Post, Put, Patch, Delete)
v5/RetryRule (Get, Post, Put, Patch, Delete)
v5/RetryRule/{id} (Get, Post, Put, Patch, Delete)
v5/RetryRule/Paged (Get)
Updated APIs:
v6/AccountsReceivable/Terms (Get, Post, Put): Removed PaymentRetryRuleId, PaymentRetryRuleName
v6/Account/Package (Get, Post, Put, Patch): The API will set the BillingActivationType automatically. Added BillingActivationTypeId, BillingActivationTypeName
v6/Account/SharePlan/Paged/Detail (Get): Added BillingActivationTypeId, BillingActivationTypeName
v6/Account/SharePlan/Paged/<Id>/Detail (Get): Added BillingActivationTypeId, BillingActivationTypeName
v6/Usage/Bucket/Base/Paged/Detail (Get): On a Details request, IsBytesInBinaryUnit will be present if it is relevant to the SharePlan or UsageBucket. This is primarily a field to support the AdminPortal UI and indicates whether data units are in binary units (e.g. kibibytes) or non-binary (e.g. kilobytes). Added IsBytesInBinaryUnit
v6/Usage/Bucket/Base/{id}/Detail (Get): On a Details request, IsBytesInBinaryUnit will be present if it is relevant to the SharePlan or UsageBucket. This is primarily a field to support the AdminPortal UI and indicates whether data units are in binary units (e.g. kibibytes) or non-binary (e.g. kilobytes). Added IsBytesInBinaryUnit
v6/Usage/Bucket/SharePlan/Paged/Detail (Get): On a Details request, IsBytesInBinaryUnit will be present if it is relevant to the SharePlan or UsageBucket. This is primarily a field to support the AdminPortal UI and indicates whether data units are in binary units (e.g. kibibytes) or non-binary (e.g. kilobytes). Added IsBytesInBinaryUnit
v6/Usage/Bucket/SharePlan/{id}/Detail (Get): On a Details request, IsBytesInBinaryUnit will be present if it is relevant to the SharePlan or UsageBucket. This is primarily a field to support the AdminPortal UI and indicates whether data units are in binary units (e.g. kibibytes) or non-binary (e.g. kilobytes). Added IsBytesInBinaryUnit
v6/Account/SharePlan/Paged/Detail (Get): On a Details request, IsBytesInBinaryUnit will be present if it is relevant to the SharePlan or UsageBucket. This is primarily a field to support the AdminPortal UI and indicates whether data units are in binary units (e.g. kibibytes) or non-binary (e.g. kilobytes). Added IsBytesInBinaryUnit
v6/Account/SharePlan/{id}/Detail (Get): On a Details request, IsBytesInBinaryUnit will be present if it is relevant to the SharePlan or UsageBucket. This is primarily a field to support the AdminPortal UI and indicates whether data units are in binary units (e.g. kibibytes) or non-binary (e.g. kilobytes). Added IsBytesInBinaryUnit
v6/Account/Service/Usage/Bucket/Paged/Detail (Get): On a Details request, IsBytesInBinaryUnit will be present if it is relevant to the SharePlan or UsageBucket. This is primarily a field to support the AdminPortal UI and indicates whether data units are in binary units (e.g. kibibytes) or non-binary (e.g. kilobytes). Added IsBytesInBinaryUnit
v6/Account/Service/Usage/Bucket/{id}/Detail (Get): On a Details request, IsBytesInBinaryUnit will be present if it is relevant to the SharePlan or UsageBucket. This is primarily a field to support the AdminPortal UI and indicates whether data units are in binary units (e.g. kibibytes) or non-binary (e.g. kilobytes). Added IsBytesInBinaryUnit
v6/Account/Package/View (Get): Added BillingActivationTypeId
v6/Account/Service/View (Get): Added BillingActivationTypeId
v6/Account/Contract (Get, Post, Put, Patch): API defaults to ‘Fixed’ charge type. Added ContractCommitmentPenaltyChargeTypeId and ContractCommitmentPenaltyChargeTypeName
v6/Contract/Commitment (Get, Post, Put, Patch): API defaults to ‘Fixed’ charge type. Added ContractCommitmentPenaltyChargeTypeId and ContractCommitmentPenaltyChargeTypeName
v6/Extension/Attribute (Get): Added CreatedByUserId, CreatedByUserName and Created
v6/Credit/Note/Download (Get): Added AccountId and AccountName
v6/ReportDefinition (Get, Post, Put): Added IsPrompt
v6/Report (Get, Post, Put, Patch): Added IsPrompt
v6/Tax/Vendor (Get, Post, Put): Some sensitive fields are not returned on Get. Added HasCredentialsSet
v6/Usage/Unit (Get): Added IsBytesInBinaryUnit
New APIs:
v6/Contract/Commitment/PenaltyChargeType (Get)
v6/DataImport/Usage/<Id> (Post): allows usage records to be posted by API and then transformed, mediated and rated by the system. The feed value specified in the request will determine the data profile to use
For additional API documentation please see the API Reference documentation on logisense.com.
10.4.1-Hotfix.1 Release Notes
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
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