Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Published by Scroll Versions from this space and version 2023.1


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 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.

...

Bug Fixes

...

Image Removed

...

New Features

Image Removed

...

Changed Features

...

Image Removed

...

Improved Performance

...

Image Removed

...

Removed Features

...

Image Removed

Release 2022.1 (06-17-2022)

...

Component

...

Description

...

Type

...

Incident(s)

...

Documentation

Billing

...

Image Removed

...

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 Removed

...

IN-4511

IN-7090

...

Selective Billing - Requirements Doc

Bills

Charge Catalogs

Charge Tabs

MRC Selective Billing Tab

...

Image Removed

...

Image Removed

...

IN-3704

IN-4149

...

Billing Parameters

Invoices

...

Image Removed

...

Catalogs

...

Image Removed

...

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 

...

Image Removed

...

CustomerCenter Approvals - Requirements Doc

Approvals

Cart Requests

Events Quick Reference

Service Desk/CustomerCenter Events

...

Image Removed

...

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

...

Image Removed

Image Removed

...

Landing Page Configuration

Messages

Messages Widget and Icon

System Widgets

...

Image Removed

...

Image Removed

...

Configuring Email

Disabling All Email

...

Image Removed

...

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

...

Image Removed

...

Image Removed

Image Removed

...

Image Removed

...

Image Removed

...

Image Removed

...

Imports & Exports

...

Added a new Import format to Import Approval Criteria

...

Image Removed

...

Image Removed

...

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

...

Image Removed

...

IN-5640

IN-5965

...

Image Removed

...

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

...

Image Removed

...

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

...

Image Removed

IN-6681

...

Image Removed

...

Image Removed

...

Inventory

...

Image Removed

...

Image Removed

...

Warehouse

Inventory - Purchase Order

...

Image Removed

...

People

...

Image Removed

...

Services

...

Image Removed

...

Image Removed

...

Service Desk

...

Image Removed

...

Image Removed

...

Image Removed

...

Pickers

Service Desk Actions

...

Image Removed

...

Image Removed

...

IN-7279

IN-7121

IN-7984

...

Image Removed

...

Image Removed

Image Removed

...

Image Removed

...

Image Removed

...

Image Removed

...

Image Removed

...

Image Removed

...

IN-7104

IN-7161

...

Image Removed

...

Image Removed

...

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

...

Image Removed

...

Switch Interfaces

...

Image Removed

...

Image Removed

...

Image Removed

...


Release 2023.1 is now available; it is a major release that contains new features and refinements. 


NOTE:PHP 8.1 IS REQUIRED for this upgrade.


We will begin scheduling 2023.1 updates on customer Test systems starting on November 4th, 2023.

Notable Changes

  • PHP 8.1 Required
    • 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

Please review the Database Changes in 2023.1 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 2023.1. The first session is scheduled for <insert date> at 11:00 AM Eastern, and the second is scheduled for <insert date> at 3:00 PM Eastern. 

Key
Toggle cloak

Cloak


Bug Fixes

Image Added

New Features


Image Added


Changed Features

Image Added

Improved Performance

Image Added

Removed Features

Image Added



Release 2023.1 (10-15-2023)


Component

Description

Type

Incident(s)

Documentation

API

Added expense_type parameter to Service Desk Equipment post requests.

Image Added

IN-8817Service Desk API Calls
Fixes issues with Completing Service Desk items via the API.


Image Added



Service Desk API Calls

Calls & Rating

Added ability to update Call Statuses between Raw, Rated, and Rated Unbillable.


Image Added


IN-8905Call Details

CustomerCenter

The CustomerCenter Request Tracking page now allows the Requestor to request an update on an item's status.

Image Added

Users Group 2022Request Tracking

CustomerCenter Approvals Phase 2

  • Adds a log/history of approvals.
  • Adds the ability to Approve or Deny individual line items.
  • The Approved GLA and Cost are now included in the "Request Approved" Remark that is added when an Approval is logged.
  • Adds support for groups of approvers and priorities to the approval queue.
  • Adds Tiered Approvals.
  • Each Approval Criteria that is matched requires approval.


Image Added

 


Users Group 2019 (approval queues, tiered approvals)

Users Group 2022

IN-9348

CustomerCenter Approvals

Approval Criteria

Service Desk - Activity/Remarks

General

Optimized the temp file cleanup process.

Image Added



Admin Default Perspectives can now be restricted by User Roles.


Image Added



Perspectives Grid
Implemented Composer package management to improve the installation and upgrade process. 


Image Added



Installing PCR-360
Updated the "Get Total Rows" icon with a more meaningful image.

Image Added



The Grid

Count Report

Adds the ability to edit the page number under any Grid.

Image Added


IN-7123

IN-3538

IN-4930

Grid Toolbar
Prevent using Multipart Email MIME type when no attachments are included in Emails.

Image Added



Imports & Exports

Added the ability to export and import the Import Formats.

Image Added



Import File Formats

Exporting and Importing the Import Formats

Added a Service Order Equipment Import.


Image Added



Service Desk Equipment Import

Service Desk Charges Import

Inventory

Barcode Transactions can now be sent through the API in batches.


Image Added



Barcode

Barcode API Calls

Barcode Batches


People

Added the ability to Bulk Update Contacts and Departments.

Image Added

Users Group 2019

Workers/Contacts

Department Hierarchy

Services

Added Phone and Email Address columns to the Contacts Tab on Services.


Image Added


IN-8047Service Contacts Tab
Removed the "Available Service Host" field from Services. This addresses multiple issues related to having two different Service Host values on a Service Record and should alleviate any confusion related to selecting the Service Host on a Service.

Image Added


IN-6740

IN-9178

IN-9813


Service Desk

Moved logic specific to the 360 Service Desk Wizard from the Location picker class to its own class.


Image Added



Converting SD Type
Converting Service Requests to Service Orders now displays a new dialog allowing the selection of SDCs to be applied to each Action on the Order.


Image Added




Fixed the Replaced Equipment Picker on the Service Desk Equipment form so you can now select the Equipment on an Incident and its children as being replaced.

Image Added

IN-3206Service Desk Equipment
Fixed the Activity Log displaying the wrong value of returned Equipment when multiple has_unit equipment records are being picked up.

Image Added

IN-2985

IN-2950


* Indicates external documentation not written by PCR.



Anchor
Database Changes in

...

2023.

...

1
Database Changes in

...

2023.

...

1
Database Changes in

...

2023.1


Default Schema


BILLDETAILSADD`CHARGEGLA_PERCENT` 100ADD `CHARGE_QTY` DECIMAL(18,5) DEFAULT 1 NOT NULL
ADD `CHARGE_QTY_RATE` DECIMAL(18,5) NULL
ADD `SERVICE_LOCATION_PATH` VARCHAR(4000) NULLDROP COLUMN REQUIRES_APPROVAL
Table NameChangeTable Changes
CC_APPROVAL_
CRITERIA
Updated
ALTER TABLE 
`CC_
APPROVAL_CRITERIA` ADD `TIER` INT DEFAULT
 1 NOT NULL;
ALTER TABLE `CC_APPROVAL_CRITERIA` ADD `HASH` VARCHAR(32);
ALTER TABLE `CC_APPROVAL_CRITERIA` MODIFY COLUMN `HASH` VARCHAR(32) NOT 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
ALTER TABLE `CC_APPROVAL_CRITERIA` ADD UNIQUE INDEX `CC_APPROVAL_CRITERIA_6` (`HASH`);
CC_APPROVAL_APPROVERS
Updated
ALTER TABLE `CC_APPROVAL_APPROVERS` ADD `NOTIFY` TINYINT DEFAULT 1 NOT NULL;
CONTACTS_GLA_APPROVAL
Dropped 
IMPORT_FORMAT_REMARKS
New
IMPORT_FORMAT_ATTACHMENTS
New
NOTIFICATIONS
UpdatedAdded a new notification for CustomerCenter Updates
PHONE_SERVICES
Updated
ALTER TABLE `PHONE_SERVICES` DROP FOREIGN KEY `PHONE_SERVICES_2_FK`;
DROP INDEX `PHONE_SERVICES_2` ON `PHONE_SERVICES`;
ALTER TABLE `PHONE_SERVICES` DROP COLUMN `AVAILABLE_SERVICE_HOSTS_RECID`;
SERVICE_DESK_APPROVAL
Dropped 
SERVICE_DESK_APPROVERS
Dropped 
USERS_PERSPECTIVES_ROLES
New
USERS_PERSPECTIVES
Updated
ALTER TABLE USERS_PERSPECTIVES
ADD PRIORITY INT DEFAULT 0 NOT NULL;

Metadata Schema


Table NameChangeTable Changes
No changes

...

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


Supported Versions