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Comment: Added release notes for 2022.1.6


Release 2022.1 is now available; it is a major release that contains many new features, bug fixes, and refinements. This is also our next Long Term Support (LTS) release. Version 2022.1 replaces 2021.1 as our LTS release, meaning 2021.1 is no longer supported. An LTS release is a Major Release that PCR will support for at least 12 months. Release 2022.1 will be supported for 24 months.  All other releases are supported for two release cycles.  LTS Releases will be patched (as a hotfix) for any Critical or High Impact bugs applied after a release.  These include (but are not limited to): service-impacting issues, billing issues, or charge-related bugs.  These issues have no workaround, or the workaround is cumbersome.  Once the next LTS is released, PCR will work with customers to move them to the next LTS release.   


NOTE: PHP 7.4 or PHP 8.1 are REQUIRED for this upgrade. We will begin scheduling 2022.1 updates on PHP 8.1 Is required starting with hotfix 2022.1.5 or later.


We will begin scheduling 2022.1 updates on customer Test systems starting, on June 17th, 2022.

Notable Changes

  • PHP 8.1 Support 
    • Note: PHP 8.1 contains major changes to PHP. PCR recommends thoroughly testing PHP 8.1 and PCR-360 on your test system before installing PHP 8.1 on a production system.
  • Redesigned CustomerCenter Approvals Process
  • Billing Improvements
    • Added trackable Quantities to the ViewBill and Bill Details Transactions.
    • Added Selective Billing to the Charge Catalog. Allows billing MRC Charges for specific months while skipping others.
    • Added Service/Equipment Location to the View Bill and Bill Details grid
    • Added a Custom Text configuration option to the Invoice below the header information
    • Added a configuration option to move the Remittance Coupon to the first page of an Invoice
  • Added a new Custom Logic Library to the Wiki
  • Optimized the Message Icon Checker
  • Optimized Service Desk Actions Report, SLA Metrics, and SLA Workflow Metrics grids.

Please review the Database Changes in 2022.1 and make any necessary changes to your AdHoc Grids, Custom Events, and API calls.

Review and Refresh Session(s)

We are planning two Review and Refresh sessions for 2022.1. The first session is scheduled for June 28th at 11:00 AM Eastern, and the second is scheduled for June 29th at 3:00 PM Eastern.

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New Features



Changed Features

Improved Performance

Removed Features



Release 2022.1.6 (06-26-2023)


Component

Description

Type

Incident(s)

Documentation

API

Creating an Inquiry from the API no longer fails when using an SDC that has Default Charges.

Image Added



Billing

Multiple fixes related to downloading a CSV from the View Bill

  • Corrects an error when downloading CSV from View Bill full detail view.
  • Corrects a MySQL error when attempting to download CSV from View Bill by Charge Account Full Detail View.
  • Corrects an error when downloading CSV from the Service View Bill.

Image Added

IN-2840

IN-9040

IN-9149



Fixed formatting issues with the Bill Coordinator (HTML) Emails.

Image Added

IN-9521
Prevents duplicated exports for the Bill Completion event.

Image Added



Corrected an issue causing Billing Error Calls/Usage to generate duplicate billing when the Billing Error(s) are corrected.

Image Added

IN-9375
Corrects GLA Billing Estimate when a GLA is assigned to a Service with a separate Usage GLA for Calls

Image Added

IN-8498

Cable

Added a clarification message on what Ports/Pins/Lens are transferred when using the Transfer All functionality. 
Note: Child Equipment Ports/Pins/Lens are not transferred with the parent PPL.

Image Added

IN-9249Inventory - Ports/Pins/Lens
Fixes an issue where Notes copy to a new Path Leg when using Save and Continue on the Service Desk Cabling and Path Legs forms.

Image Added

IN-8106

IN-9383


CustomerCenter

The SDCs available for Packages are now limited to SDCs that have a Service/Equipment Catalog defined. (Allowing the "Any" option for the Catalog caused problems)

Image Added



CustomerCenter Request tracking grid can now properly sort by Submitted Date.

Image Added

IN-9039

General

Adds a Bulk Update History Form to allow users to view the entire Bulk Update History output. (since the grid truncates the output to 4000 characters).

Image Added

IN-9108

IN-9271


Corrects the error message in PHP 8, on Mysql, generated when the Call Archiving process gets a duplicate error.

Image Added



Fixed Default Form Perspectives not loading

Image Added

IN-9608
Resolves an issue where a Contact without a phone number fails the phone number password reset check. (this was preventing password resets for contacts without a phone number)

Image Added

IN-9506

IN-9535


Corrects an "Oops Error" when trying to create a Crystal Report Batch.  Also corrects an error with PHP 8 when triggering the batch events.

Image Added

IN-9621

Imports & Exports

Improved the validation failure for bind param mismatches when manually running an Export. 

Fixes an issue in PHP 8 when referencing a bind parameter that isn't used for the Export query. 

Image Added

IN-8999
An Export File Format now must be saved before adding a Schedule/Event

Image Added



The Service Order Import no longer allows you to modify an existing order if it is not Pending or Hold status.

Image Added

IN-9407

IN-9417


Fixed a PHP 8 error in the Ports/Pins/Lens Import that caused a crash if the VLAN was not mapped.

Image Added

IN-8948

Services

Inactive Service Locations no longer show up on the Services Grid.

Image Added

IN-9175Services: Fields, Logic & Rules

Service Desk

Adds clickable links for Service Desk item numbers in remarks on the remarks grid and on the view remarks tab of the Activity/Remarks form.

Image Added


IN-8700Service Desk Activity/Remarks

New Grid Report Columns

  • Adds a "Project" column to the View/Report Actions grid (Service Desk > View / Report > Actions)
  • Adds an "Associated SD Item" column to the View/Report Actions grid (Service Desk > View / Report > Workflow).

Image Added

IN-8432Service Desk Reports
Adds the Override Expense GLA column to the Equipment tab grid.

Image Added

IN-8609Service Desk Equipment
Optimized the queries used when printing a Service Order (thus improving the report generation speed)

Image Added

IN-8603
Resolved an issue where the Service Picker on Service Desk Up/Down Actions could cause an error.

Image Added

IN-9272
Cable Paths on Incidents are now updating the Pair/Strand Status.

Image Added

IN-9292
Eliminated an error on the Service Desk Estimate Labor form when Billable is checked and a Workgroup is selected prior to entering the Hourly Rate.

Image Added

IN-8958
Fixed the Service Desk Action Save to properly set the appropriate flags for the MOVE component of a CHG_SWAP action (and allow Custom Validation to see Service Desk Info for Swap Actions). 

Image Added

IN-9135
The Service Desk Equipment Form now has an Update Equipment Action drop-down option (when applicable).

Image Added

IN-8038


Release 2022.1.5 (03-10-2022)

Note: This release requires PHP 8.1

Component

Description

Type

Incident(s)

Documentation

Billing

Added Charge Catalog specific Tax Rates.

Image Modified

IN-8828

Charge Catalogs

Tax Rates

Fixed a bug causing missing billing transactions under Oracle when a charge is encountered that has a zero quantity.

Image Modified

IN-9032
Fixed a typo in the Email Invoice Contacts prompt.

Image Modified

IN-8663
Corrects inability to filter by GLA on the View Bill when contact has no explicitly defined GLA permissions and does not inherit any explicitly defined GLA permissions from the departments to which they are assigned as a coordinator.

Image Modified

IN-9008

Cable

Adding a PPL Range where the Low and High Prefix value contains an 'E' within the string no longer causes an Oops error



Catalogs

Adding Locations no longer has a dependence on Views which could cause errors when certain database tables were missing.

IN-8610

IN-8694

IN-8462


Communications

Added support for Cisco Unified Communications Manager version 14.

Image Modified

IN-8883

IN-8984


CustomerCenter

Added UDFs to General Inquiries in CustomerCenter.

Image Modified


User Defined Fields

Service Desk Tabs

Stand Alone Equipment "Actions" now show up in approval queues after they are submitted.

Image Modified

IN-9195
Fixed an error preventing users from adding pictures to Packages.

Image Modified

IN-8946
Fixed a bug that allowed CustomerCenter Requests that require approval to be submitted directly to PCR-360 Service Desk

Image Modified

IN-9195

General

Perspectives you subscribe to are longer available for sharing.

Only Perspectives that belong to a user may toggle sharing.

Image Modified



The Escalation Sequence Log no longer throws an error on Oracle when the "Result Data" is larger than 4000 bytes.

Image Modified

IN-8920
Relative Date filters no longer stop at noon on the last day.

Image Modified

IN-8982
The View Saved Perspective grids now have a column to distinguish Admin Default Perspectives.
Admin Default Perspectives are now strictly limited to one per grid identifier.
Perspectives no longer allow blank names.

Image Modified



Fixed an error preventing Custom Validations errors from displaying in Custom Validation Messages.

Image Modified



Imports & Exports

The Service Order Import now supports "Swap" Actions.

Image Modified


Service Order Imports
Corrects which error displayed on an Import line if the line had multiple errors. Previously the wrong error message might be displayed.



Fixed an error that prevented the Service Import from updating the Department Owner.

IN-9223

IN-8565


GLA Import Fixes

  • Yes and No values are now properly recognized for the Taxable field in the GLA Import
  • The Import now requires a non blank Component value for the required GLA Components.
  • The Import now allows Revenue and Expense flags to update to True, but error if you try to update to False.
  • Improved the logic that will let the GLA Import skip a GLA update if nothing is changing, to prevent unneeded Audit records.
  • GLAs now always import as Active if the status is not specified
  • The Expense flag is now properly set to FALSE, when the Import sets it to FALSE
  • The Import no longer allows the GLA Format to change
  • The Import will no longer allow a GLA to be created with a blank GLA Format
  • The Import no longer throws an SQL error when creating a new Address record.
  • The Import no longer garbles the GLA string if the first component is blank
  • The Import will now throw an error when the provided number of GLA Components does not match the GLA Format.

IN-2877GLA Import
Fixed a bug in Call Import that would cause the Origination number vhdata lookup to fail if the number was formatted with hyphens.



Call Imports no longer cause an SQL error if the Duration value does not match the field format mask.

IN-8974
The Service Order Import will now throw an error if you try to do a change action on a Service that is not Active, Suspend, or a Custom status.

IN-8565

Knowledgebase

Fixed Anchor Tags on Knowledge Base Articles that were not working properly.

Image Modified



People

Optimized the Contact picker across PCR-360.

Image Modified



The Customer Tab is now visible if the Contact is a User, Customer, or Worker.

Image Modified



The Billable flag on Time Entry is now editable after it is set (so it can be unset if not billed yet).

Image Modified

IN-2860

Inventory

Added Purchase Order Number to the Equipment form.

Image Modified

User Group 2019Equipment
The Inventory Report no longer triggers an error on Oracle.

IN-5167

IN-5687


The Print button for Purchase/Return Orders no longer throws an error with PHP 8.1.

IN-9014

IN-8864


Fixed a PHP 8.1 bug that prevented creating API Barcode Warehouse Bulk Add transactions.



Notifications

Notifications no longer fail to send when any of the contacts on the notification do not have an email address.

Image Modified

IN-9087


Services

The Range of Services form no longer fails if the Pools table is empty.

Image Modified

IN-8939
Creating a Contact from a Service form will no longer error when the phone number matches the Service ID.

Image Modified

IN-8608

Service Desk

Added the Charges and GLA Tab to Service Desk Estimates.

Image Modified

IN-8683
Completed "Remove" Equipment Actions on Service Desk can no longer be "Voided".

IN-7905
Fixed a PHP 8.1 related error on the Workflow tab.

IN-9024
Equipment restrictions are now properly enforced on Work Orders.

IN-5137
Opening Work Orders from the Calendar View no longer throws an error

IN-8953
Directory flags on Contact Phone Numbers will no longer get unset when completing a Service Order Action with a Service which has the directory flag unset.

IN-8678
Service Desk Actions no longer save Audit records with invalid Created Date values.

IN-8989
The Historical Path button now correctly displays the cable path for Remove Actions.



Voiding an Order or Action now properly triggers the Workflow Void event.

IN-2957
Completed Service Desk Equipment can no longer be Voided.

IN-7905

...

Release 2022.1.4 (12-19-2022)


Component

Description

Type

Incident(s)

Documentation

API

Corrected the Services Charges and Equipment Charges API behavior when MRC_CHANGE_FORCE_PRORATE is turned off.

Image Modified

IN-8843Services API
The Service API now allows Catalog changes for Services with a status other than "Available." Following the same rules as the Services Bulk Update. (Previously the API was only allowing Catalog updates on "Available" Services)

Image Modified

IN-8832

Archiving

Added additional columns to archived Service Desk records to more accurately associate with Services/Equipment that may have had ID changes or no ID.

Image Modified



Billing

The configuration option BILL_COORDINATORS_SUBJECT now allows customers to add the Bill Date Range to the email subject line

Image Modified

IN-8397Billing Parameters
Corrected the HTML Coordinator Billing emails to remove extra line feeds.

Image Modified

IN-8848
Fixed a bug that can cause the Call-Rating event to crash if none of the calls in a file successfully rate.

Image Modified



Creating new charges no longer shows "$NaN" in the amount field before entering an amount.

Image Modified



Corrected HTML Bill Coordinator email Content-Type when not including Attachments.

Image Modified



The Reference field on Task Actions is now displayed on the View Bill.

Image Modified

IN-8275

Cable

Resolved an issue where the status was required to update PPL ranges.



Catalogs

Users can now enable the revenue/expense flags anytime on Existing GLAs.

Image Modified

IN-8454G/L Accounts (GLA Catalogs)

Charge Catalogs now require a default amount when not a category. (The Charge Catalog form no longer triggers a save error for missing a default amount.)

IN-3231

CustomerCenter

The CustomerCenter Service Catalog List view no longer lists the description twice.

Image Modified



Number UDFs in CustomerCenter now validate against the configured maximum value (for integers) and display a helpful error message if the maximum value allowed is exceeded.

Image Modified

IN-8438

IN-8479

IN-8109

IN-8867


Corrected the Zero/Low Calls Report to include missing Calls/Services after the report was optimized.

Image Modified



General

Form Perspectives can now be saved as application/browser bookmarks. Clicking the bookmark link will open a new form using a specific perspective.

Image Modified



Grid Toolbar

Perspectives

Data Entry Form

Grid Perspectives can now disable pickers from auto-loading.

Image Modified

IN-8279

IN-8304

Grid Toolbar

Perspectives

Optimized Custom Logic validation.

Image Modified

IN-8612


Expanded the list of available forms for AdHoc Grid Buttons on the AdHoc Grid builder.

Image Modified

IN-2984Reporting on Adhoc Grids
Corrects a failure when trying to restore data from the AUDITS archive tables.

Image Modified



SSO (single-sign-on) authentication now updates the email addresses when it is changed in the SSO system (i.e., shibboleth IdP).

Image Modified



Users can no longer delete all UDF associations from a UDF. (Removing all UDF Associations breaks the UDF Order Grid.)


Image Modified

IN-7868

IN-8920

IN-6096

IN-7536


Replaced hyphens with underscores for LISTS CODE values. This corrects an error caused when rearranging list values for UDF dropdowns. 

Image Modified

IN-8549


Imports & Exports

Optimized the automated Import File process to improve the processing speed. This is most noticeable for customers with a very large Import Files table. 

Note: this only improves the speed for Import Formats that do not allow duplicate files. 

Image Modified

IN-8523
Prevents Hierarchy Tables from triggering Path update events if nothing was changed.

Image Modified

IN-8105


The Service Order Import now requires the keyword 'CREATE' in the Service Desk number field to create a new Order (previously, a blank value did that).

Note: You should check your Service Order Imports and make necessary changes to your import files once the patch is applied to ensure new Orders are created as expected.

Image Modified


Service Order Import

Work Order Import

Added Operator Call Type for calls that dial zero.

Image Modified

IN-8327


The Charge Catalog Import now allows a specific date for the new Effective Date parameter. (this date will be used when stopping/updating Charges).

Image Modified



Fixed a bug that caused the Service Import to not change between owner types (contact or dept hierarchy) correctly. e.g., changing a Contact Owner to a Department Owner or vice versa 

IN-8565

Updating the Bill Due Date on an Import File no longer fails to update the Charges when some of the Charges from that file have already been deleted. 

IN-8616

IN-8635

IN-8223


Fixed a bug that caused the Call Import to crash when processing incoming calls with a blank or anonymous "from number."



Fixed an Oracle error that can happen when trying to use "Save New" on an existing Import Definition.

IN-2868
The Equipment Catalog Import will now correctly use the Catalog flag values mapped in the Import Definition, rather than defaulting to "false" (i.e., turned off or blank). 



The Contact Import no longer leaves behind the "None" Permission when using the GLA Permission Clear flag.

IN-8341

Inventory

Prevents adding custom values for Purchase Order Status.



Saving Unassigned Equipment no longer forces the Billable flag "on" in cases where all Charges on the Equipment are not marked as "Billing Complete."

IN-8546

Services

Changed the text on the "Save New" button to "Create Range" on the Add Service Range Form.

Image Modified


Services

Service Desk

Added CSR (Customer Service Representative) to the Actions grid.

Image Modified

Users Group 2022

Service Desk Reports

Service Desk Tabs

Added the Charge Action to the Service Order Printout.

Image Modified



Service Desk "Import from Service" functionality no longer removes and re-adds Service Equipment on the Action. Now it will only add Equipment from the Service that has not been previously added to the Action.

Image Modified

IN-8347

Returning consumables no longer creates bad Data and doesn't lose the Purchase Order (PO) history.

IN-6183

IN-6771


The "Move To" field is no longer enabled on a Service Desk Action when the status field on a Completed Action is changed to Finalized



The Workgroup column is now displayed when using the "Existing Workflow" button on an SDC.



The Default GLA from the Owner is now populated on an Order when creating an Order from an Estimate.



Deleting Charges, Equipment, or Labor on the Estimate tab of a Service Desk Estimate now prompts the user to confirm the deletion.



Service Desk Workflow Report grids now populate the Location column for Incidents.

IN-8248

The Assigned Workflow Grid now refreshes after saving the Workflow Record opened from a Service Desk item.

IN-7373

The Finalization message for Actions has been corrected to reflect the proper Action Number.

IN-8362

Actions created via the 360 wizard, with an SDC that has an SLA, now correctly add the due dates.


IN-7369


...

Release 2022.1.3 (10-13-2022)

Component

Description

Type

Incident(s)

Documentation

API

Corrected a fatal error in the Service Desk API under PHP 8.1

Image Modified



Fixed issue with Services API not allowing setting the Owner if the Service has no Owner already because the Billing Group / GLA Formats did not match.

Image Modified



Cable

Adding cable to a Service record no longer causes errors when running PHP 8.1.



CustomerCenter

The Zero/Low Calls report can now be accessed from CustomerCenter.

Image Modified



Submitting a Task from CustomerCenter no longer throws an error. 

Image Modified

IN-8561

General

Fixed issues causing the GLA replace to fail. 

Image Modified

IN-8705

Imports & Exports

Fixed some errors that can happen with Import Conditional Logic when using PHP 8.1.

Release 2022.1.2 (09-26-2022)


Component

Description

Type

Incident(s)

Documentation

API

Corrected an issue with the Service Desk API, where an error occurred when no existing UDF values were present on the Service Desk Record (either an Add New, or an Update on the Service Desk Record). This only affected customers running PHP 8.1.

Image Modified

IN-8343

API Request Log is no longer filtering angle brackets.

Image Modified



API "page" and "limit" parameters can now be lowercase.

Image Modified

IN-6217

IN-7996


The API Services Endpoint now validates a given status using the same rules as the Services Form.

Image Modified



Archiving

Service Desk Archiving no longer causes an error when trying to archive a Service Desk item multiple times.

Image Modified



Billing

Removed deprecated code that prevented Stop Dates before the Billed Through Date on MRC Charges.

Image Modified



Corrected an issue where BackBilling does not Charge/Credit Correctly when the Billing Cycle is not 1st of the Month through the End of the Month.

Image Modified

IN-8261
Taxes are now correctly included in the Invoice Billed Total.

Image Modified

IN-8411
Corrected an error when attempting to process Bill Archive Event under PHP 8 with MySQL (PDOException: There is no active transaction ).

Image Modified

IN-8449

Viewing the Invoice Printout no longer errors for customers running PHP 8.1.

Image Modified

IN-8455

Custom Logic

Added USERS.RECID and UserID to the $user property in Custom Validation. 

Image Modified




Added Next and Previous buttons to the Custom Logic form.


Custom Logic

CustomerCenter

Removed copyright information from the editable CustomerCenter footer and added it to the layout.

Note: This could produce redundant footer content and may require footers to be modified.

Image Modified



CustomerCenter owner pickers now display all appropriate owner possibilities. (previously the owner pickers on CustomerCenter were only showing other coordinators of the user's department)

Image Modified



CustomerCenter Request Tracking page now includes General Requests, and the page was overhauled to present more type-appropriate information.

Image Modified

IN-7181

IN-7501

Request Tracking

Fixed bug in CustomerCenter Approval Criteria that would cause Owner information loss.

Image Modified



When a Request is Denied through CustomerCenter, it is no longer assigned to the Approver who Denied the Request. It is assigned back to the user who submitted the Request

Image Modified



The CustomerCenter Request Name in the Shopping Cart now properly saves when pressing the ENTER key.

Image Modified

IN-5917

General

Improved the temporary file cleanup processes.

Image Modified



Optimized Location and Warehouse Pickers to be faster.

Image ModifiedImage Modified

IN-8279
The Location History Report will now display the Location's full path in the report drill-down.

Image Modified

IN-7995
Deleting a Department Hierarchy record that has GLA Permissions no longer fails.

Image Modified



Deleting a Charge Catalog record with Billing Group Pricing records no longer fails.

Image Modified



Addresses memory and performance issues while running the Audit cleanup process against a very large dataset

Image Modified

IN-7918
The Contact Replace no longer throws an SQLSTATE error in some instances.

Image Modified



Imports & Exports

When updating a record using the Contact Import, or the Department Hierarchy Import, if nothing changes, then the database save and audit save are skipped.

Image Modified


IN-8105
Fixed an SQL error that might happen in the "Delete old Import Files" event.

Charge Imports no longer copy the Charge Catalog Description into the Override Description field; the Import can now blank out the Override Charge Description.

Image Modified

IN-8053
A few lines of non-utf8 data will no longer cause an Import to abort.

Image Modified

IN-7457

IN-7847


Service Imports no longer erroneously report a missing Owner on an Active Service during some updates.

Image Modified

IN-8556


When updating multiple Charges, the Charge Import will now ignore Billing Complete Charges.

Image Modified

IN-7720

Inventory

Equipment fields will now display for Add Service Desk Equipment on the Warehouse Actions form.

Image Modified

IN-8495
Blanking out the Associated Service on Equipment no longer forced the status to Unassigned.

Image Modified

IN-6132

IN-7214

Equipment

Reporting

Fixed issue with Zero/Low Calls Report when Rating Group is disabled.

Image Modified

IN-8506

Services

The Service Pools' Add Range of Services form now properly enforces the Catalog format and masks the Service ID field if it is a single catalog pool.

Image Modified

IN-7895

Bulk Updating Multiple Location Services to a Service Catalog that requires a Location no longer triggers an error.

Image Modified

IN-8239

Service Desk

On Work Orders, Service Desk Workflow will now only load SDC Workflow when an SDC is selected.

Image Modified



Filtering by Type now works correctly on the Quick Ticks grid.

Image Modified



Corrected an error that would sometimes display on the Service Desk Equipment form Expense Type field.

Image Modified

IN-6805
Navigating to the Service Desk SLA Workflow Metrics Report, the grid no longer generates an Oops Error.

Image Modified



The Service Desk Equipment no longer displays the wrong Equipment information in cases where another Equipment exists at the exact Location and belongs to the same catalog.

Image Modified

IN-7770
The Equipment section is now available on printed Service Orders when either the Inventory or Cable modules are licensed.

Image Modified

IN-8428


Release 2022.1.1 (07-25-2022)


Component

Description

Type

Incident(s)

Documentation

Archiving

Added an Archived column to the Service Desk tab on Service and Equipment Forms.

Image Modified

IN-3555
Service Desk Archiving now correctly moves Service Desk Cabling data on older Service Orders.

Image Modified

IN-8095

Billing

Added Importable Charges RECID column to master Charges grid.
Optimized master Charges grid by adding Charge Source selector.

Image Modified

IN-8065
The Service Summary now displays the correct totals for customers who have multiple tax rates.

Image Modified

IN-8085

Cable

Resolves issue where Path To Equipment is not displayed on Ports/Pins/Lens (PPL) Grids when not linked to a PPL record.

Image Modified



CustomerCenter

Adjusted the "Add To Cart" pop-up in CustomerCenter, so it does not obscure the "Go To Cart" link.

Image Modified



CustomerCenter now correctly sets the "New Service ID," "Location," and "Rating Group" (for phones and auth codes) to Service Desk Actions.

Image Modified

IN-7718
The CustomerCenter Approvals page no longer errors when the user doesn't have any criteria assigned to them.

Image Modified



The Approval Criteria grid will now refresh when criteria approvers are modified.

Image Modified



General

Added better error handling to the GLA replace.

Image Modified

IN-8211GLA Replace
Corrected website link and wording in the "Unlicensed Feature" message for unlicensed features in PCR-360.

Image Modified

IN-4484

Imports & Exports

Processing a large call file containing binary data no longer crashes the rating process.

Image Modified

IN-8104

IN-8266


The Service Import no longer errors when changing to catalogs with parent-enforced formats.

Image Modified

IN-8121


Inventory

The Items at Reorder Point Report now displays items with a Reorder Point of zero that are out of stock.

Image Modified

IN-6746

Service Desk

Changing the "Transfer to Warehouse" Location on Warehouse Actions no longer changes the Equipment available on the Equipment picker.

Image Modified

IN-8080


Release 2022.1 (06-17-2022)


Component

Description

Type

Incident(s)

Documentation

Billing



Added trackable Quantities to the ViewBill and Bill Details Transactions.

Image Modified

IN-5168

IN-6160

Trackable Quantities on the Bill - Requirements

Bill Details

View Bill

Added Selective Billing to the Charge Catalog. Allows billing MRC Charges for specific months while skipping others.

Image Modified

IN-4511

IN-7090

Selective Billing - Requirements Doc

Bills

Charge Catalogs

Charge Tabs

MRC Selective Billing Tab

Added Service/Equipment Location to the View Bill and Bill Details grid

Image Modified



Added a Custom Text configuration option to the Invoice below the header information
Added a configuration option to move the Remittance Coupon to the first page of an Invoice

Image Modified

IN-3704

IN-4149

Billing Parameters

Invoices

Fixed an error triggered when switching the date range on the View Bill

Image Modified



Catalogs

Removed the "Requires Approval" flag from the Service Catalog. 

Image Modified


Service Catalogs

CustomerCenter

Redesigned CustomerCenter Approvals Process

The new process is more flexible for customers using the PCR-360 CustomerCenter. It also provides more options when designating which approvers should receive notifications. 

  • Approval Process Changes
    • CustomerCenter Users can now see their own requests that are pending approval
    • The approver is now displayed on CustomerCenter Orders (when applicable)
    • Users can now update Denied requests (to correct missing or incorrect information) and resubmit requests for approval
    • Stand-alone Equipment is now included in the Approval Process.
    • Added a new Import format to Import Approval Criteria
  • Approvals By Criteria
    • Added a new Grid and form for Adding/Editing Approval Criteria
    • Approvals By Department
    • Approvals By GLA
    • Approvals By Service or Equipment Catalog 
    • Approvals By Request Amount Thresholds
    • Approvals By Owner
    • Current (legacy) GLA approver settings will be migrated to the new system 
    • Approver Criteria can be modified at any time to add, remove, or update approvers
  • Approval Notifications
    • Notifications can now be set up to inform approvers of new Requests 
    • Approval Notifications include a clickable link to approve the request 

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CustomerCenter Approvals - Requirements Doc

Approvals

Cart Requests

Events Quick Reference

Service Desk/CustomerCenter Events

Background saves, validations, etc. (when there are multiple requests in the CustomerCenter) no longer update the request total amounts to incorrect values.

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General

Optimized the Message Icon Checker

  • Sets default Messages check interval to 30 minutes (after page load, while focused)
  • Removes message checking on page load
  • Removes dashboard checking on page load
  • Clicking the Messages widget in the dashboard or in the corner will check for new messages
  • A maximum of 10 messages will be displayed at a time in the messages widget
  • Optimizes Messages Grid Query for faster performance
  • Added a "Mark as Read" button to the messages grid
  • Added functionality to the Messages Widget to mark all messages as read

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Landing Page Configuration

Messages

Messages Widget and Icon

System Widgets

Added a vertical scroll bar to the View Inherited GLA Permissions dialog

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IN-7618
The 'FILE' outgoing mail Transport Type now creates Email Files (eml) when DISABLE_EMAIL is true

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Configuring Email

Disabling All Email

Added a Maximize button added to Pickers

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IN-4510Pickers

Added a "Password Successfully Changed" message to the dashboard after a successful password reset.

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IN-7123Password Management
The default refresh rate for dashboard widgets was changed from 1 minute to 30 minutes. 

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The auto-complete for Pickers will now use the default perspective if one exists

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IN-4223
Warning and Notices are no longer logged on production environments (i.e. the Environment is set to prod).

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Cleaned up numerous notices generated by the Equipment Bulk Update process.

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IN-7424

Imports & Exports






Added a new Import format to Import Approval Criteria

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Approval Criteria Import
The Service Order Import now supports adding and changing Cable information.

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Service Order Import

The Equipment Import Improvements

  • The Import can now look up a Parent Equipment by Asset Tag, Serial Number, RECID, and MAC Address.
  • The Import can now find an existing Equipment record to update using a MAC Address.
  • The Import now supports adding Remarks
  • The Import now supports the Expense GLA values

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IN-5640

IN-5965


Contacts GLA Approval functionality removed from Imports

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Service Import Fixes

  • The Import now validates the Service Pool against the Service Catalog
  • The Import now supports MultiLocation service
  • The Import now only enforces the same rules as the Service form for Status updates
  • The Import no longer crashes when attempting to add or update a Service of the wrong type (i.e. attempting to update a Data Service with a Phone Service Import)
  • The Import now copies the Service Host, Billable flag, and Report 911 flag from the Service Catalog for new services
  • The Import now requires the Rating Group if the RATING_GROUP configuration is turned on, the Service is a Phone or Authcode, and the Service is Active.
  • The Import now requires a GLA if the Service is Active and Billable
  • The Import will no longer let you use Inactive Owners, SLAs, Service Hosts, Locations, Billing Groups, or Service Catalogs

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IN-6996

Equipment Import Fixes

  • The Import no longer requires you to provide the Equipment Catalog when you are doing an update
  • The Import can now parse a Hierarchical Dept Hierarchy value
  • The Import can now parse a Hierarchical Equipment Catalog value
  • The Import no longer lets you use Inactive Contacts, Dept Hierarchy, or Billing Group
  • The Import now requires an Owner for Assigned Equipment
  • The Import no longer allows Category type Equipment Catalogs to be used to create Equipment
  • Added missing data validations to the Import
  • Added the Billing Group Override field to the Import
  • The Equipment ID is now required for Cabling Equipment with a status of Installed or Assigned 
  • The Purchase Price field no longer allows negative values
  • The Asset Tag field is now required for records with a status of Installed and the Asset Flag checked on the catalog

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IN-6681


The country name field is now editable for Caribbean Call Rates on the Call Rate form.

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Call Types
Export File Format Header Line no longer errors when trying to use the add button after saving.

IN-7131

Inventory

Double-click is now enabled on the Service Desk tab of the Equipment Form.

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IN-3928
Added a User Defined Fields tab for Warehouse Bulk Add and Purchase Order Received Equipment. This allows applying UDF values to all added Equipment.

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Warehouse

Inventory - Purchase Order

Equipment fields are now editable and will update the Equipment record on the Warehouse Actions form when returning or picking up Equipment.

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IN-7984

People

Removed the GLA Approval tab from Contacts.

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Services

Double-click is now enabled on the Service Desk tab of the Service Form.

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IN-3928
The Service Desk Activity grid on a Service now displays archived Incidents.



Service Desk

Added the Impact field to Incident, Work Order, and Task Action printouts

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IN-7445
Added the Requestor E-Mail to the Service Desk printout report.

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IN-7180
Added a tooltip to the Service Desk Action Service Catalog picker which displays the full name of the catalog.

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IN-4448

Pickers

Service Desk Actions

Added a Workflow Updated Event

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Service Desk Events
The Equipment ID, Asset Tag and MAC Address are now editable for Remove and Move Service Desk Equipment

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IN-7279

IN-7121

IN-7984

Service Desk Equipment
Increased the length of the Reference and Location fields on Service Desk Action forms.

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Service Desk Actions
Optimized Service Desk Actions Report Grid increases the load speed by 900%. 

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IN-4244
Removed the Denied status from Service Desk.

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Fixed the "SLA Metrics" and "SLA Workflow Metrics" grids to improve performance and issues preventing the grids from loading. 



The Service ID field is no longer displayed for Action types that do not have a New Service ID.

IN-6824
Completing Service Desk Equipment from the Service Desk Equipment form will now appropriately associate the Equipment with the Service on the Action.



Service Desk Equipment Imported from Service will now use the billable status from the Equipment instead of always turning it on.

IN-7104

IN-7161


Print preferences will now apply when printing Incidents

IN-7930
Resolved a formatting issue that caused action numbers over 999 to get cut off in the Service Desk tab on the Service form.

IN-7200

Fixed an issue with the Service Desk Archive event failing when trying to archive an empty data set.

IN-8011

Switch Interfaces

Added Forced Authorization Codes to the Cisco interface

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Cisco Interface
Fixed a bug that prevented Phone Button Templates Form from opening.

IN-4152
Cisco Events are no longer erroneously created for Actions performed on an Avaya CM.



...

Table NameChangeTable Changes

BILL_DETAILS

Updated
ADD `CHARGE_GLA_PERCENT` INT DEFAULT 100 NOT NULL
ADD `CHARGE_QTY` DECIMAL(18,5) DEFAULT 1 NOT NULL
ADD `CHARGE_QTY_RATE` DECIMAL(18,5) NULL
ADD `SERVICE_LOCATION_PATH` VARCHAR(4000) NULL

CC_APPROVAL_CRITERIA

New

CC_APPROVAL_APPROVERS

New

CC_REQUESTS

Updated
ADD `PENDING_APPROVAL` TINYINT(1) DEFAULT 0 NOT NULL

CHRG_CATALOG

Updated
ADD `SELECTIVE_BILLING` TINYINT(1) DEFAULT 0 NOT NULL
ADD `SELECTIVE_BILLING_BEHAVIOR` VARCHAR(20) NULL
ADD `SELECTIVE_BILLING_MONTHS` VARCHAR(26) NULL

CONTACTS_GLA_APPROVAL

Removed

IMPORT_RECORD_TYPES

UpdatedData updated

NOTIFICATIONS

UpdatedData updated

SERV_CATALOG

Updated
DROP COLUMN REQUIRES_APPROVAL


Metadata Schema

...

Table NameChangeTable Changes
SERVICE_DESK_ACTIONSUpdated
ADD COLUMN IMPACT_CODE VARCHAR(50) NULL
ADD COLUMN IMPACT_VALUE VARCHAR(100) NULL


Supported Versions