Page Comparison

The Service Desk Archive Log retention process now properly cleans up log entries based on the timeframe set by the configuration option ARCHIVE_LOG_RETENTION.

Image Modified

Archive Log

Improved the loading times for the Service Desk Tab on Services & Equipment. For Oracle customers, the grid was either extremely slow or would not load.

Image Modified

Image Removed

Image Added	IN-4336
The "Type Value" selector on the Escalation Criteria form now lists all Service Desk Types.	Image Modified
Service Desk number formats less than 8 digits now work properly.	Image Modified
Service Desk Items will no longer

allow Services and Equipment to

allow Services and Equipment to be Owned by both

a Contact and a

a Contact and a Department Owner.

Note: There will be an AdHoc added during the upgrade process to allow customers to find and fix any Services or Equipment that have two Owners defined.

Image Modified

IN-3335

IN-4395

IN-4340

The columns on the Service Desk Archive grids now match the corresponding Service Desk Grids (i.e. the columns on the Service Desk Actions Archive grid now match the Service Desk Actions grid.)

Image Modified

IN-5090

IN-3923

Release 2020.3 (10-14-2020)

Component	Description	Type	Incident(s)	Documentation
API	The API no longer allows the creation of Services without a formatted Service ID value.	Image Modified		Services API Calls
Billing	Added Expense Management Invoice Reconciliation Current Charges Discrepancy Missing Invoiced Item	Image Modified		Expense Management
	The Bill process now checks for Equipment Billling Group overrides on Equipment Charges.	Image Modified	IN-4342
	The Bill process now checks for Billling Group overrides on GLA Charges.	Image Modified
Cable	Added an "Update Existing Path End Points?" checkbox to allow users to update Path Endpoints when changing the Destination Equipment on a Pair/Strand.	Image Modified	IN-2843	Pairs/Strands Cable
Cable	Deleting a Pair/Strand record on Oracle no longer triggers an "Oops Error."	Image Modified
CustomerCenter	Redesigned the Shopping Cart Persistent Cart The Cart is saved as items are added. If the user logs out of the system and then back in, the Cart will be restored. The count next to the Cart Icon now indicates how many requests are in the Cart, not the number of individual items in the Cart. Save Incomplete Requests Customers may enter partial requests and save them for later. Each Request is saved automatically, even if the values required to submit the Request (s) are not populated. Updated Submission Process Requests can be submitted individually or in bulk. Customers can submit some or all of the requests from the Cart. Submitted requests must specify all required information. Requests missing required information cannot be submitted. Each Request can have a customizable name, limited to 30 characters. The default name will be "Request 1", "Request 2", etc. When the requests are submitted, the request name will be saved as a remark on the Request. Completely Redesigned Cart Layout The Cart may contain multiple requests. Each Request has an Icon to indicate whether the Request is "Complete" or requires more information. Requests are editable from the Cart. Partial Requests cannot be submitted. One or more requests can be submitted or deleted at a time. Individual Actions and Equipment may be deleted from a request. Requests are validated before submission. Added a configuration option to allow Pending Requests to Expire. A button to the top of the cart allows the user to toggle between current and expired Requests. Expired Requests cannot be submitted. Added the Service Reference field to Change Actions in the Cart.	Image Modified		The Cart CustomerCenter Parameters Cart Redesign Requirements Training Videos
	Customizable Content Custom Menus The functionality is restricted to PCR-360 Administrators. Customized menus obey set permissions in PCR-360. Customers can manage the Menu to: Rearrange Menu items Add items to the Menu. Delete/Hide items from the Menu Use custom labeling for items on the Main Menu. Allow users to set permissions to show or delete Main Menu items. Widget Customization/Customizable Sections Custom content (widgets) may be added to the following pages: Homepage (as widgets) Multiple custom widgets may be added to the homepage. Custom Widgets and System widgets can be rearranged. View Bill (top of page) Order Tracking (top of page) Cart (top and bottom of page) This functionality is restricted to Administrators. Videos (YouTube, Vimeo, etc.) can now be embedded into a CustomerCenter Widget. Getting Started Widget The "Getting Started" pop-up was replaced with a "Quick Links" widget. Redesigned Alerts in CustomerCenter Alerts can be displayed in the header on CustomerCenter, below the Menu (similar to how Alerts are displayed in PCR-360). Clicking on an Alert displays a pop-up of additional information. Users can set the color on the Alerts, similar to PCR-360 Application Alerts. Custom Questions (Using Action UDFs) The functionality is restricted to Administrators. Questions can be global or unique to a specific Service catalog. Questions may be required or optional. Questions will be presented to the user in the Cart. Questions and Answers will be stored on the Incident/Service Request. Both will be stored on the Action as "Action UDFs." Renamed the Admin page CustomerCenter Theme to CustomerCenter Admin. Note: User Preferences, a Customizable hamburger menu for Change/Remove Requests, and Custom Fonts were not added for this release.	Image Modified		CustomerCenter Administration User Defined Fields Associations Adding Videos to CustomerCenter Customizable Content Requirements Training Videos
	Change Requests for Multiple Location Services now allow the user to select which of the Service's Locations will be used for the Request.	Image Modified
	Options for easier selection of a Contact or Location Users now have the option to choose an Owner type of "Contact," "Department," or "I can't find" in the Cart. Users now can choose a Location using the "Find Existing Option" or "I can't find" option in the Cart. Note: If "I can't find" is chosen, the user can type in the Contact/Department Name or Location into a text field. This information will become a remark when the Request is submitted.	Image Modified	Users Group 2019	The Cart
	Added a Qty selector to the Service Catalog shopping page. Each orderable item (Services and Equipment) now have a quantity selector.	Image Modified	Users Group 2019	Shopping
	Urgency can now be set on Requests in the new Shopping Cart. The Urgency can be set as Low, Medium, or High.	Image Modified	Users Group 2019	The Cart
	Added an Owner Selection to the Shopping pages. This allows a coordinator to select an Owner, who they will submit a request on the behalf of, and the available shopping options will be restricted by the Billing Group Permissions.	Image Modified		Shopping
	Added the ability to download/export AdHoc grid data as a CSV file from CustomerCenter.	Image Modified	IN-2912
	We improved the CustomerCenter Theme Manager design. Improved Uploader for the Theme Logo. Improved Theme selector. Replaced the Create New Theme link with a New Theme button for creating a new Theme. New buttons for Make Active, Copy, Preview, Reset, Deactivate, and Delete Theme options.	Image Modified		CustomerCenter Administration
	Redesigned Receipt Page (Submitted Request Summary)	Image Modified		Submitted Request Summary
	Redesigned Change Menu Options in CustomerCenter. Report A Problem (submit an Incident) Change Request Options Request a New Service ID Upgrade / Downgrade Service Add a New Location Move to a New Location Change the Owner of the Service Other Miscellaneous updates Disconnect Service (Request the deactivation of the Service/Equipment)	Image Modified		Department and Services Widget
	Replaced usages of "Order Tracking" with "Request Tracking."	Image Modified
	Cart Data in CustomerCenter will be removed by the Service Desk Archiving process when the related Service Desk Items are Archived.	Image Modified
	Changed the button labeled "Continue" to "Submit" when submitting General Requests and Incident Requests.	Image Modified
	Changed "Report a Problem" to "Report an Issue" in the Main Menu. Note: This is a default value in the Menu. With the customization options added to CustomerCenter, users can now change this default setting.	Image Modified
	Changed "Incidents / Problems" to "Incidents" on the Request Tracking page.	Image Modified
	CustomerCenter no longer supports Internet Explorer (IE).	Image Modified		Supported Browsers
	CustomerCenter now checks Billing group Permissions before displaying Services and Equipment available for purchase.	Image Modified		Shopping
	Service Order UDFs now show in the new CustomerCenter Shopping Cart. Incident UDFs now show on the "Report a Problem" Incident Request page. Previously, only Service UDFs were displayed in CustomerCenter.	Image Modified
	The Service Host is now populated on Change Actions created from CustomerCenter.	Image Modified	Users Group 2019
	Services no longer show up twice in the Services/Equipment List when a Service has more than one GLA.	Image Modified
	The Requestor is now set when submitting Requests using a General Request.	Image Modified	IN-4134
	The Service Option Flags are now passed through from CustomerCenter to the Requests (and then to the Service Orders).	Image Modified	IN-2965 IN201833105
	Autocomplete/Auto-filtered values on CustomerCenter pickers now let you select a value. (Previously,

if

if you started typing in the picker fields and a drop-down with auto-filtered selections appeared, you could not select a value.)	Image Modified	IN-4126
Task Actions are no longer displayed as Add Actions in the Cart.	Image Modified
Using the "Breadcrumb" navigation at the top of the Equipment Catalog page now takes the user back to the page that was selected, rather than the first page.	Image Modified	IN-3693
The default sort for the directory page now correctly sorts by Name.	Image Modified
Certain User Defined Fields, such as Currency, no longer cause an error when a Service Request is converted to a Service Order, or when an Incident Request is converted to an Incident.	Image Modified
When a Service Request is created, and there is a matching SDC, the SDC is now applied to the Service Request.	Image Modified	IN-4125
Exporting a CSV from the Department Services and Equipment Widget no longer results in a blank CSV document.	Image Modified
The Contact Picker tooltip no longer randomly shows up in CustomerCenter.	Image Modified
Submitting a package from CustomerCenter, which uses an Equipment type SDC, now adds the Charges from that SDC to the resulting Request.	Image Modified
General	Added PHP 7.4 Support Note: PHP 7.4 is not required at this time to upgrade PCR-360, however, a future upgrade will require PHP 7.4, since PHP 7.2 support is ending in December 2020.	Image Modified		PHP 7.4 Upgrade Instructions
	Removed Incident Request and Order Request as criteria for the Service Desk Association on User Defined Fields. Instead, Incident and Order should be used.	Image Modified		User Defined Fields
	Fixed issues with the built-in validator.	Image Modified
Imports & Exports	Ports/Pins/Lens Import The Import no longer requires the Status value of updates. (It is still required for Adds). The Import now requires a Side to be specified.	Image Modified		Ports/Pins/Lens Import
	Equipment Import The Import now validates values for IP Addresses, subnets, gateways (IPv4 and IPv6), and the MAC Address. The Import no longer crashes (throws an SQL error) when some Equipment Import fields are mapped and no values were provided in the file. The Import no longer fails when the Purchase Price is left blank. The Import now requires the Serial Number for new records if the REQUIRE_SERIAL_NUMBER configuration option is set. The Import can now find existing records by Serial Number, or by the new Equipment RECID field. Note: This is useful when trying to update Equipment where the Equipment ID and Asset Tag are both empty. The lookup order for the Import: Recid, Asset Tag, Equipment ID, then Serial Number.	Image Modified		Equipment Import
	Service Order Import The Import now supports the Rating Group Service detail option. The import can now use GLAs where the first or last GLA Component is blank.	Image Modified		Service Order Import
	Cable Path Import The Cable Path Import now has a mappable Service RECID field to let you specify a Service that has a blank Service ID.	Image Modified		Cable Path Import
	Service Import The Import now reports an error when you try to add Equipment to a Service that is already associated with another Service. The Import now allows users to create an Other Type Service or Custom Type Service that has a blank Service ID.	Image Modified		Service Import
	Unified the logic for Service ID lookups in the following Imports to provide a more consistent experience between Imports: Cable Path, Service Charge, Service Order, and Service. The Imports now find the correct Service record if you provide an Alias, a formatted Service ID, or an unformatted Service ID.	Image Modified	IN-3276
Inventory	MAC Address Changes The MAC Address is now a unique value across all Equipment Records and is enforced by a database constraint. Note: Before upgrading to 2020.3, you will need to remove any duplicate MAC Addresses. An AdHoc query to find duplicate values has been provided in the documentation column. Customers will now have a more consistent experience when searching for a MAC Address on the Equipment grid. It is now possible to bulk add Equipment records with the MAC Address.	Image Modified

Image Modified		Inventory: Network Tab AdHoc Duplicate Query AdHoc Library MAC Address Requirements
Services	If the USE_RATING_GROUP configuration option is turned on, the Rating Group column now displays in the ServiceGrid.	Image Modified
Service Desk	MAC Address Changes The following information was added to the Service Desk Incidents, Orders, and Actions Printouts. Equipment ID Serial Number MAC Address The MAC Address field on Service Desk Equipment now accepts both formatted and non-formatted MAC Addresses. The MAC Address field is now enabled on the Incident Equipment Form, just like it is on Service Desk Orders and Actions. The MAC Address and other identifiers (Equipment ID, Asset Tag) will not be updated on the Equipment Record until theService Desk Equipment is completed.	Image Modified		Warehouse Actions Service Desk Equipment Incidents MAC Address Requirements
	Added Service Desk Action User Defined Fields. This change renamed the User Defined Fields Tab to Service UDFs on Actions. Action UDFs are displayed on the User Defined Fields Tab on Actions. Action UDFs can also be displayed on CustomerCenter.	Image Modified		User Defined Fields
	The Copy to New Form of a Service Order Action will now copy Billable, Essential, and DirectoryService Options correctly.	Image Modified	IN-2819 IN-2900 IN-3007
	When the USE_RATING_GROUP configuration option is used, users can now assign the Rating Group on Service Desk Actions.	Image Modified
	Selecting certain SDC values for Upgrade/Downgrade Actions (on Oracle only) no longer throws an error.	Image Modified
	Corrected inconsistencies related to when the MAC Address field was displayed for Equipment on Actions. This also fixes cases where the MAC Address was incorrectly or inconsistently saved.	Image Modified	IN-2919 (IN201936593) IN-2885
	The Add/Edit Button has been restored to the Add New Service Desk Equipment Form; now you can create Equipment from the Service Desk Equipment Form.	Image Modified	IN-3323
	The Override GLA is now retained when saving a Service Desk Equipment Record.	Image Modified	IN-2966 (IN201833140) IN-2966
	Completing Unit Equipment that is in a Picked-Up state, no longer displays an erroneous error message that there is no Equipment Available at the chosen Location.	Image Modified	IN-4083 IN-4361 IN-3798
	On Service Desk, choosing Consumable Equipment, where only the exact Qty of Units Equipment is available in the Warehouse, no longer prevents Completion.	Image Modified	IN-4014 IN-4064 IN-4205 IN-3560

* Indicates external documentation not written by PCR.

Anchor
Database Changes in 2020.3
Database Changes in 2020.3
Database Changes in 2020.3

Default Schema

Table Name	Change	Table Changes
CC_THEME_ELEMENTS	Updated	Added new theme values.
USER_DEFINED_FIELDS_ASSOC	Updated	^ADD

^{SECOND_CRITERIA_COLUMN}

^VARCHAR(50)

^ADD

^{SECOND_CRITERIA_RECID}

^INT(11) Updates data in the CRITERIA_VALUE column.
CC_CONTENT_WIDGETS	New
CC_CONTENT_WIDGET_PLCMTS	New
CC_CONTENT_WIDGET_ROLES	New
CC_REQUESTS	New
CC_PACKAGES	New
CC_REQUEST_ACTIONS	New
CC_REQUEST_STANDALONE_EQP	New
PERMISSIONS_MDL_CNTRLLRS	Updated	Updates data in the CONTROLLER_NAME column.
MENU	Updated	Updates data in the TEXT column.
AGG_VENDORCHRG_CHARGECODES	New
AGG_VENDORCHRG_IMPORTFILE	New
AGG_VENDORCHRG_SERVICEID	New
AUDIT_VENDOR_CHARGES	New
IMPORT_RECORD_FORMATS	Updated	^ADD

^{`AUDIT_THRESHOLD_PERCENT`}

^{DECIMAL(18,5)}

^NULL
^ADD

^{`AUDIT_THRESHOLD_AMOUNT`}

^{DECIMAL(18,5)}

^NULL
^ADD

^{`AUDIT_THRESHOLD_STATUSDAYS`}

^INT

^NULL
^ADD

^{`AUDIT_EXPECTED_CHARGES`}

^LONGTEXT

^NULL
^EQUIPMENT	Updated	^ADD

^UNIQUE

^INDEX

^EQUIPMENT_12

^{(`MAC_ADDRESS`)}
^{SERVICE_DESK_CABLING_PIT}	Updated	Increased the size of columns FROM_EQUIPMENT_CATALOG and TO_EQUIPMENT_CATALOG columns to 255 characters
^{SERVICE_DESK_EQP}	Updated	^ADD

^COLUMN

^{`EQUIPMENT_ID`}

^VARCHAR(100)

^NULL
^ADD

^COLUMN

^`ASSET_TAG`

^VARCHAR(100)

^NULL
^ADD

^COLUMN

^{`MAC_ADDRESS`}

^VARCHAR(20)

^NULL
^{SDA_SERVICE_DETAILS}	Updated	^ADD

^COLUMN

^{`RATING_GROUP_LISTS_RECID`}

^INT

^NULL

Metadata Schema

Table Name	Change	Table Changes
No Changes

Archive Schema

Table Name	Change	Table Changes
^{SERVICE_DESK_CABLING}	Updated	Increased the size of columns FROM_EQUIPMENT_CATALOG and TO_EQUIPMENT_CATALOG columns to 255 characters

Expand

title	2020.2

Notable Changes

Items can now be added to

a

a Purchase Order

after

after Receiving has started.
Changes

to

to Estimates:
1. Attachments

are

1. are now copied

to

1. to Service Orders or Actions

created

1. created from Estimates.
2. Remarks

are

1. are now copied

to

1. to Service Orders or Actions

created

1. created from Estimates
Add Locations Actions

can

can now be created from

the

the 360 Wizard

for

for non-Phone Services.

Please review the Database Changes in 2020.2 and make any necessary changes to your Adhoc Grids, Custom Events, and API calls.

Release 2020.2.5 (12-16-2020)

Component	Description	Type	Incident(s)	Documentation
Billing	Billing Group Pricing

now

now applies

to

to GLA Charges.	Image Modified	IN-5072
Cable	Creating a

new

new Cable Path

from

from the Service form no longer defaults to creating the Path with a status

of

of Left In.	Image Modified	IN-5066
Calls & Rating	The Call Rating process no longer fails if the Service Host cannot be determined.	Image Modified	IN-5057 IN-4321
Imports & Exports	The Call Import no longer triggers "Undefined index AUTH_CODE_FLAG" warning messages that can fill up the Error Log.	Image Modified
Imports & Exports	GLA Import Fixes The Import no longer creates a blank component record using an empty string rather than a null value. The Import can now find existing GLA records when the last component of the GLA is blank. Previously the Import was not able to look up those GLAs.	Image Modified	IN-4446 IN-5094
Inventory	Staging multiple pieces of Equipment

at

at the same time from

the

the Warehouse Actions

grid

grid no longer reuses the same Equipment record multiple times.	Image Modified	IN-4429
Reporting	Corrected minor formatting issues with PDF reports.	Image Modified	IN-5013
Service Desk	Users can now open

the

the Service Desk Form

that

that corresponds to the Workflow record from

the

the Workflow Grids (i.e. if the Workflow is on an Action, the User may open the Action form or the Workflow form from the Workflow Grids).

Image Modified

IN

IN-4427

My Service Desk

The

The Service Desk Archive Log

retention

retention process now properly cleans up log entries based on the timeframe set by the configuration

option

option ARCHIVE_LOG_RETENTION.	Image Modified		Archive Log
Improved the loading times for

the

the Service Desk Tab

on

on Services & Equipment.

For

For Oracle customers, the grid was either extremely slow or would not load.

Image Modified

Image Removed

Image Added	IN-4336
The "Type Value" selector on

the

the Escalation Criteria

form

form now lists all Service Desk Types.	Image Modified
Service Desk number formats

less

less than 8 digits now work properly.	Image Modified
Service Desk Items will no longer

allow Services and Equipment to

allow Services and Equipment to be Owned by both

a Contact and a

a Contact and a Department Owner.

Note: There will be an AdHoc added during the upgrade process to allow customers to find and fix any Services or Equipment that have two Owners defined.

Image Modified

IN-3335

IN-4395

IN-4340

The columns on the

The columns on the Service Desk Archive grids

now

now match the

corresponding

corresponding Service Desk Grids (i.e. the columns on the Service Desk Actions Archive grid now match the Service Desk Actions grid.)

Image Modified

IN-5090

IN-3923

Release 2020.2.4 (10-06-2020)

Component	Description	Type	Incident(s)	Documentation
API	Submitting poorly formed JSON data, or data with bad characters will no longer fail and return a null value. Now $params will be returned with the default data.	Image Modified
Billing	The Bill process now checks

for

for Equipment Billling Group

overrides for

overrides for Equipment Charges.	Image Modified	IN-4342
The Bill process now checks

for

for Billling Group

overrides for

overrides for GLA Charges.	Image Modified
Custom Logic	Restored the data displayed on

the

the Schedule Tab

on the

on the Custom Events

screen

screen.	Image Modified	IN-4333
Inventory

The

The Warehouse Actions Return

is

is now changing

the

the Service Desk Equipment

Status from Pending to

Status from Pending to Complete.

Note: With this change, the Return "Quantity" field will no longer be available when returning "In" Equipment on Remove Actions. All items must be returned at the same time for Remove Actions.

Image Modified

IN-4304

IN-4262

General

Fixed issues with the validator when creating an empty database for new installs.

Image Modified

Reporting

Due to licensing the constraints

of

of Oracle Java, we have officially dropped support and switched to

using OpenJDK for

using OpenJDK for Crystal Reports. Please submit any requests to upgrade java on our

portal

portal help.pcr.com.	Image Modified
Services

The

The Call Details Tab

on

on the Service form now

includes

includes Rated Unbillable

calls

calls.	Image Modified	IN-4316
Service Desk	Service Desk Actions

will

will no longer display an erroneous "was not found in the haystack" error on the Service Options field.

Image Modified

Completing a Service Order with Actions no longer produces erroneous "Failed to save record" errors, when there is some other issue on the form (such as no owner or a missing GLA).

Image Modified

IN-3000

IN-4225

IN-4239

IN-4365

IN-4192

Release 2020.2.3 (09-01-2020)

Component	Description	Type	Incident(s)	Documentation
CustomerCenter	Approved Service Requests

are

are now showing in

the

the Service Requests Grid.	Image Modified
Custom Logic	Customer Validation

now

now supports using call function to invoke Write methods

for

for API types.

Image Modified

Large

Large Custom API, Custom Events, and Custom Validation

scripts

scripts no longer

generate

generate erroneous error messages. (e.g. that the str_replace function is not supported)	Image Modified	IN-4164
Events & Notifications	Workflow Start Date

Notifications

Notifications/Escalations are now triggered when the Workflow Start Date is set automatically.	Image Modified	IN-4216
Services

The

The Service Desk tab

on

on Services once again

includes

includes Pending Add Actions.	Image Modified	IN-4215
Service Desk	Completing

a

a Service ID Action

no

no longer clears

the

the Path Location.	Image Modified	IN-4188
SDC Workflow

steps

steps that should be added at completion are now added

to Incidents and

to Incidents and Work Orders

upon

upon completion.

Image Modified

IN-4196

Release 2020.2.2 (08-06-2020)

Component	Description	Type	Incident(s)	Documentation
API

The

The Service Desk API

now

now properly

supports

supports Service/ Equipment UDFs

on

on Incidents.	Image Modified		Service Desk API Calls
CustomerCenter

The

The Service Option flags (Billable, Directory, Report 911, etc.) are now set for Task, Change, and Remove Actions

on

on Service Requests

created

created from CustomerCenter.

Image Modified

IN201833105

IN-2965

SDCs

are

are now properly applied

to

to Service

Requests

Requests when a matching SDC is found.

Image Modified

IN-4125

Existing

Existing Service Charges

are

are now added

to

to Change Actions

on a

on a Service Request.	Image Modified	IN-4125
Task Actions

are

are no longer converted to or displayed

as

as Add Actions

in

in the Cart. Similarly, in certain cases, Add actions

are

are no longer converted to or displayed

as

as Tasks

in

in the Cart.	Image Modified
Service Desk	Converting

an Estimate to an Action now

an Estimate to an Action now allows applying the Estimate

to

to Task Actions.

Image Modified

IN-4153

Release 2020.2.1 (08-03-2020)

N

Component	Description	Type	Incident(s)	Documentation
Billing	The "Test File" column on the Call Details grid has been restored.	Image Modified

I

IN-3983

The

The Available Charges Bulk Update

event

event no longer fails on Oracle.	Image Modified	IN-4066
Back Dating a Monthly Recurring Charge Stop Date on a Back-Billing & Forward-Billing Charge no longer generates double Credits	Image Modified	IN-4051
Cable

The

The Service Location

column

column on the Ports/Pins/Lens grid now displays data for the "To Port" on a Path.	Image Modified	IN-3873
Events	Events that occur during the Fall Daylight Savings Time change should no longer fail.	Image Modified
Inventory	User-Defined Columns

now

now stay in the correct position on

the

the Equipment Grid

after

after you save the Perspective.

Image Modified

IN-2899

General

Long-running reports sent via email no longer get stuck in an infinite loop (which prevented the reports from being sent out).

Image Modified

IN-3963

IN-3965

IN-3968

IN-3970

IN-3964

IN-3966

Service Desk

Completing

a

a Service ID Action

now

now sets the Ports/Pins/Lens status

to

to Assigned. (Previously this was set

to

to PDPC)	Image Modified
Default Charges

from

from Task type Service Catalogs are now applied

to

to Task Actions.

Image Modified

IN-4031

IN-3915

The

The Add From SDC button on

the

the Service Desk Workflow

tab

tab, now selects from the correct SDCs.

Image Modified

IN-4094

Adding Equipment to an

Adding Equipment to an Incident Request

no

no longer generates an Oops Error.

Image Modified

Release 2020.2 (06-04-2020)

Component	Description	Type	Incident(s)	Documentation
Billing	Changing

the

the Charge Override Amount

or Quantity on an unbilled

or Quantity on an unbilled Monthly Recurring Charge (MRC) and choosing "Effective Today" now stops the charge using yesterday's date. The charge is restarted with the new amount and the current date. Previously this was using "Date to Last Billed" no matter which option was chosen.

Image Modified

Imports & Exports

Multiple fixes for

the

the Service Import:

The Service Import now prevents you from updating the Service Catalog of an existing Service to a different Service Type (like Phone to Backbone) or to a different Service ID format.
The Service Import can now update certain Service Type-specific fields

like

like Report 911

and Directory if

and Directory if the Service Catalog is not provided to the import. The Service Import no longer requires you to provide a GLA when the GLA field is mapped. Running a Service Import in a batch, with two different Import Record Formats, no longer produces the same GLA error messages multiple times.	Image Modified		Service Import
Fixes for

the

the Charge Catalog Import:

The Charge Catalog Import no longer fails if you do not map certain fields.
The Charge Catalog Import now throws an error if you try to use

an

an Inactive Object Code.	Image Modified		Charge Catalog Import
Fixes for the

Service Charge and

Service Charge and GLA Charge Imports:

Both Imports no longer require you to provide certain fields, like Service and GLA and Charge Catalog, if you provide the Charge Recid in the Import file.
Both Imports now throw an error if you try to use a Category type Charge Catalog to create a Charge.

Image Modified

Service Charge Import

GLA Charge Import

Fixes

for

for Charge Imports:

Charge Imports no longer clear

the

the Charge Stop Date

when

when the Import file contains Stop Dates prior to the current date.
Charge Imports will now clear

the

the Amount Override

on

on an existing charge if you provide a blank Override Amount value during an update.	Image Modified		Service Charge Import
Most Imports now

accept

accept GLA values

where

where the first or

last

last GLA component is blank. (This does not currently cover Service Desk or Equipment Catalog Imports).	Image Modified	IN-3803
Inventory	Items can now be added to

a

a Purchase Order

after

after Receiving has started.

Image Modified

Won Voting List #2

Purchase Order

Purchase Order Equipment

Service Desk

Changes

to

to Estimates:

Attachments

are

are now copied

to

to Service Orders or Actions

created

created from Estimates.
Remarks

are

are now copied

to

to Service Orders or Actions

created

created from Estimates	Image Modified	Users Group	Estimates
Billing Group Pricing

is

is now applied to a Charge if

the

the Owner

is

is Changed on a Service Desk Order or Action.

Image Modified

IN-2831

IN-2964

Service Desk Items will no longer

allow Services and Equipment to

allow Services and Equipment to be Owned by both

a Contact and a

a Contact and a Department Owner.

Note: There will be an AdHoc added during the upgrade process to allow customers to find and fix any Services or Equipment that have two Owners defined.

Image Modified

IN-3335

Add Locations Actions

can

can now be created from

the

the 360 Wizard

for

for non-Phone Services.	Image Modified
Clicking "Save New" on an

existing

existing Action

will

will now create a new Action with

the

the Default Action GLA(s)

from

from the Service Order. (Previously no GLAs were pulled onto the Action).

This also

addresses

addresses GLA Component Pricing

not

not being applied to the

new

new Action

when

when using the "Save New" button.

Image Modified

IN-2998 (IN201834420)

IN-2999 (IN201834421)

Changing the GLA on an Action now updates

any

any Default Service Charges

loaded

loaded from the Service Catalog with

the

the Component Pricing.

Image Modified

IN-2999 (IN201834421)

* Indicates external documentation not written by PCR.

Database Changes in 2020.2

Default Schema

Table Name	Change	Table Changes
No Changes

Metadata Schema

Table Name	Change	Table Changes
No Changes

Archive Schema

Table Name	Change	Table Changes
No Changes

Expand

title	2020.1

Notable Changes

- Added support for creating/

updating

Remarks

and

- updating Remarks and User-Defined Field

values

- values to

the

- the Contact API endpoint.
- Replaced PCR-

360

- 360 API Token Authentication

with a

- with a JSON Web Token.

Various

- Various security fixes

and

- and enhancements

for

- for Custom Events, Custom Validation, Custom API, and Conditional Logic.
- Added

an

- an Audit Cleanup

Event

- Event to remove Audit entries where no changes were made to the data, aside from updating the "Modified Date." These entries are effectively duplicates of the original Audit entry.
- Enhancements and bug fixes for

the

- the Cable Path Import

and

- and Department Hierarchy Import.

Multiple

- Multiple Time Entry

and

- and Service Desk Labor

fixes

- fixes.

Please review the Database Changes in 2020.1 and make any necessary changes to your Adhoc Grids, Custom Events, and API calls.

Release 2020.1.5 (10-06-2020)

Component	Description	Type	Incident(s)	Documentation
API	Submitting poorly formed JSON data, or data with bad characters will no longer fail and return a null value. Now $params will be returned with the default data.	Image Modified
Billing	The Bill process now checks

for

for Equipment Billling Group

overrides for

overrides for Equipment Charges.	Image Modified	IN-4342
The Bill process now checks

for

for Billling Group

overrides for

overrides for GLA Charges.	Image Modified
Custom Logic	Restored the data displayed on

the

the Schedule Tab

on the

on the Custom Events

screen

screen.	Image Modified	IN-4333
Inventory

The

The Warehouse Actions Return

is

is now changing

the

the Service Desk Equipment

Status from Pending to

Status from Pending to Complete.

Note: With this change, the Return "Quantity" field will no longer be available when returning "In" Equipment on Remove Actions. All items must be returned at the same time for Remove Actions.

Image Modified

IN-4304

IN-4262

General

Fixed issues with the validator when creating an empty database for new installs.

Image Modified

Reporting

Due to licensing the constraints

of

of Oracle Java, we have officially dropped support and switched to

using OpenJDK for

using OpenJDK for Crystal Reports. Please submit any requests to upgrade java on our

portal

portal help.pcr.com.	Image Modified
Services

The

The Call Details Tab

on

on the Service form now

includes

includes Rated Unbillable

calls

calls.	Image Modified	IN-4316
Service Desk	Service Desk Actions

will

will no longer display an erroneous "was not found in the haystack" error on the Service Options field.

Image Modified

Completing a Service Order with Actions no longer produces erroneous "Failed to save record" errors, when there is some other issue on the form (such as no owner or a missing GLA).

Image Modified

IN-3000

IN-4225

IN-4239

IN-4365

IN-4192

Release 2020.1.4 (09-01-2020)

Component	Description	Type	Incident(s)	Documentation
CustomerCenter	Approved Service Requests

are

are now showing in

the

the Service Requests Grid.	Image Modified
Custom Logic	Customer Validation

now

now supports using call function to invoke Write methods

for

for API types.

Image Modified

Remarks: Allowed HTML Tags

Large

Large Custom API, Custom Events, and Custom Validation

scripts

scripts no longer

generate

generate erroneous error messages. (e.g. that the str_replace function is not supported)	Image Modified	IN-4164
Events & Notifications	Workflow Start Date

Notifications

Notifications/Escalations are now triggered when the Workflow Start Date is set automatically.	Image Modified	IN-4216
Services

The

The Service Desk tab

on

on Services once again

includes

includes Pending Add Actions.	Image Modified	IN-4215
Service Desk	Completing

a

a Service ID Action

no

no longer clears

the

the Path Location.	Image Modified	IN-4188
SDC Workflow

steps

steps that should be added at completion are now added

to Incidents and

to Incidents and Work Orders

upon

upon completion.

Image Modified

IN-4196

Release 2020.1.3 (08-06-2020)

Component	Description	Type	Incident(s)	Documentation
API

The

The Service Desk API

now

now properly

supports

supports Service/ Equipment UDFs

on

on Incidents.	Image Modified		Service Desk API Calls
CustomerCenter

The

The Service Option flags (Billable, Directory, Report 911, etc.) are now set for Task, Change, and Remove Actions

on

on Service Requests

created

created from CustomerCenter.

Image Modified

IN201833105

IN-2965

SDCs

are

are now properly applied

to

to Service

Requests

Requests when a matching SDC is found.

Image Modified

IN-4125

Existing

Existing Service Charges

are

are now added

to

to Change Actions

on a

on a Service Request.	Image Modified	IN-4125
Task Actions

are

are no longer converted to or displayed

as

as Add Actions

in

in the Cart. Similarly, in certain cases, Add actions

are

are no longer converted to or displayed

as

as Tasks

in

in the Cart.	Image Modified
Service Desk	Converting

an Estimate to an Action now

an Estimate to an Action now allows applying the Estimate

to

to Task Actions.

Image Modified

IN-4153

Release 2020.1.2 (08-03-2020)

N

Component	Description	Type	Incident(s)	Documentation
Billing	The "Test File" column on the Call Details grid has been restored.	Image Modified

I

IN-3983

The

The Available Charges Bulk Update

event

event no longer fails on Oracle.	Image Modified	IN-4066
Back Dating a Monthly Recurring Charge Stop Date on a Back-Billing & Forward-Billing Charge no longer generates double Credits	Image Modified	IN-4051
Cable

The

The Service Location

column

column on the Ports/Pins/Lens grid now displays data for the "To Port" on a Path.	Image Modified	IN-3873
Events	Events that occur during the Fall Daylight Savings Time change should no longer fail.	Image Modified
Inventory	User-Defined Columns

now

now stay in the correct position on

the

the Equipment Grid

after

after you save the Perspective.

Image Modified

IN-2899

General

Long-running reports sent via email no longer get stuck in an infinite loop (which prevented the reports from being sent out).

Image Modified

IN-3963

IN-3965

IN-3968

IN-3970

IN-3964

IN-3966

Service Desk

Completing

a

a Service ID Action

now

now sets the Ports/Pins/Lens status

to

to Assigned. (Previously this was set

to

to PDPC)	Image Modified
Default Charges

from

from Task type Service Catalogs are now applied

to

to Task Actions.

Image Modified

IN-4031

IN-3915

The

The Add From SDC button on

the

the Service Desk Workflow

tab

tab now selects from the correct SDCs.

Image Modified

IN-4094

Adding Equipment to an

Adding Equipment to an Incident Request

no

no longer generates an Oops Error.

Image Modified

Release 2020.1.1 (05-29-2020)

Component

Description

Type

Incident(s)

Documentation

API

Added

Added SDC

support

support to

the

the Add Incident

API

API endpoint.

Image Modified

Service Desk API

The

The Barcode API

now

now properly handles "Units" when

creating

creating Unit Equipment.	Image Modified		Barcode: Warehouse Bulk Add
Incidents

created

created by API now automatically select

an

an SDC

when

when one is not provided.	Image Modified
Added the 'bill_date' parameter to

the

the Service Charges API

endpoint

endpoint. This allows setting a Start Date for recurring charges via the API.	Image Modified	IN-3375	Service API Calls
Billing	Clicking on the "Switch to full detail view" link, on

certain

certain Test Bills, no longer redirects you to an error page.	Image Modified
Cable

The

The Ports/Pins/Lens Add Range

functionality

functionality now properly

updates

updates Back

Connects

Connects for ranges over 100 PPLs.	Image Modified	IN-3770
Various "minor" issues with

the

the Port Side Requirement

were

were addressed.	Image Modified
Service Desk Remove

Actions

Actions now

set

set Cable Pairs

and

and Ports/Pins/Lens

to Spare upon

to Spare upon completion of the Action.

Image Modified

IN-3785

IN-3792

IN-3816

Adding Multiple Path Legs

no

no longer causes an error when adding a non-

spare

spare Ports/Pins/Lens

to

to the same Path.	Image Modified	IN-3039
General	Expanded

the

the Authentication Mapping (AUTH_MAPPING) field on the ROLES table to allow for longer

SSO

SSO Group

names

names.	Image Modified		Authorization Parameters
Services	When

a

a Service

is

is used on

a

a Service Order

that

that has multiple Actions,

the

the Service Desk tab

on

on the Service form no longer displays data for all of the Actions on that Order. Previously data for unrelated Actions was displayed on the Service Desk tab.

Image Modified

IN-3622

IN-3736

Release 2020.1 (04-10-2020)

Component

Description

Type

Incident(s)

Documentation

API

Added support for creating/

updating Remarks and

updating Remarks and User-Defined Field

values

values to

the

the Contact API endpoint.	Image Modified		Contact API
Replaced PCR-

360 API Token Authentication with a

360 API Token Authentication with a JSON Web Token.

Image Modified

Token Authentication

Service Host Rest API

Authorization Parameters

*JSON Web Token Standard

This release allows

more

more HTML tags

for

for HTML remarks

added

added via the API.

Allowed tags: 'a', 'img', 'strong', 'em', 'p', 'h1', 'h2', 'h3', 'h4', 'h5', 'ul', 'ol', 'li', 'table', 'tr', 'th', 'td', 'br', 'embed'

Note: Support for these tags will come to the Remarks form in a later release.

Image Modified

IN-2857

Billing

Bill Summary totals

on

on tabs/grids now include

the Taxes from Usage and

the Taxes from Usage and Calls.	Image Modified
Cable

The

The Cable Path Legs

form and

form and Service Desk Cabling Path Legs

form

form will now populate both sides when the Port/Pin/Len is selected.

Image Modified

The


The Transfer Pair/Strand Range

process

process now properly

associates

associates To/From Cabling Equipment

pairs

pairs transferred from one cable to another. Because of this issue, the Cable Maintenance form displayed connected Equipment for Cables with no Pairs (and no Equipment for some cable with Pairs).

Image Modified

IN-3446

IN-2854

Catalogs

Now, when

a Location is made

a Location is made Inactive, the child Locations are displayed in the Locations Grid

as

as Inactive. Previously, the child Locations were incorrectly displayed in the grid

as

as Active.

Image Modified

IN-3236

IN-2879

Custom Logic

Centralized the logic used to validate allowed PHP functions in Custom Logic. This

affects

affects Custom Validation, Custom API, Custom Events,

and

and Conditional Logic.

This change adds support for:

PHP

PHP array_, is_, str*, etc. in Custom Logic.
Using PHP Constants in Custom Logic (e.g. STR_PAD_LEFT).
regex functions

Image Modified

Import Conditional Logic

Custom Logic Syntax

Various

Various security fixes

for

for Custom Events, Custom Validation, Custom API, and Conditional Logic:

Corrects false Custom Logic validation failures when there

are

are multiple PHP versions

installed

installed on the server.
Variable function

calls

calls are blocked.
Access to the

following constants is blocked

following constants is blocked
The

following

following globals are

blocked

blocked
The

following

following PHP functions

are blocked

are blocked	Image Modified
General

Added

Added User Defined Columns (UDCs) to

the

the GLA

picker

picker.	Image Modified
Added

an

an Audit Cleanup

Event

Event to remove Audit entries where no changes were made to the data, aside from updating the "Modified Date". These entries are effectively duplicates of the original Audit entry.

Image Modified

Image Removed

Image Added

Audit

Events

Historical Data Archiving Events

Fixed various issues

with

with Read-Only Permissions

not

not working consistently.	Image Modified	IN-3387
Imports & Exports

Various

Various Cable Path

Import

Import enhancements

The import now allows appending Path Legs to existing Paths.
The import now allows removing Cable Paths.
Added the configuration option CHECK_SERVICE_STATUS. When this option is set to true, the import will throw an error when attempting to add a Path to a Service that is

not

not Active.

Image Modified

Cable Path Import

The

The Department Hierarchy

Import

Import now supports clearing and appending existing contacts to the Department Hierarchy Coordinator tab.	Image Modified	IN-2855
Various fixes to to

the

the Cable Path Import

The import no longer allows creating a Path on a Service and Location, if that Location does not exist on the Service.
The import no longer replaces Paths with Service data, from a different Service that has the same Location.
The import now maintains the correct Pair Status values.
The import can now find a Service record using either the formatted or unformatted Service ID.

Image Modified

Cable Path Import

Various fixes to to

the

the Department Hierarchy Import

The import now finds the correct SLA when a Hierarchical String is provided in the import file.
(e.g. "Parent SLA > Child SLA")
The import now uses the correct concatenator (defined by the

constant

constant GLA_IMPORT_CONCATENATOR)
for the following import fields: SLA, Default SLA, GLA, and Permitted GLA.
The import will now throw an error if any of the following items from the import file

are

are Inactive: Billing Group, Default GLA, Default SLA, Default Incident SLA, and Permission GLAs.
The import now

defaults

defaults new Department Hierarchy records

to Active

to Active when no status is provided in the import file.
New Department Hierarchy records now require

the

the Billing Group. An error is thrown if a Billing Group is not provided in the import file.
The import now restricts the

allowed

allowed Default GLA,

and

and GLA permissions

to

to those allowed by

the

the Billing Group

provided

provided in the import file. The import will throw an error if a GLA in the file is not allowed on the provided Billing Group.	Image Modified		Department Hierarchy Import
Service Order and Work Order imports now properly save the SLA provided in the import file.
Inventory	We have enhanced our API and added a Barcode Endpoint. This will allow scanner software to interface with the API sending barcode transactions into PCR-360 to do things like Warehouse Bulk Add/Transfer, Complete Service Desk Equipment, and Logging Service Desk Labor. Note: This does require the development of a Barcode Scanner interface (software) to initiate the API calls from a scanner. PCR worked with a company, Big River Barcode, to develop similar scanner software for COMIT; we are working with them to develop a version to interact with PCR-360.	Image Modified		Barcode Barcode API Calls API Events: Quick Reference
People

Multiple

Multiple Time Entry

fixes

fixes:

The Time Entry form no longer

allows creating

allows creating, editing, or

deleting Labor entries for

deleting Labor entries for Voided, Billed,

or

or Finalized Service Desk Items.
The

following

following values are now required

from

from the Labor Form, the API or an Import:
- Date Worked
- Worker (Contact)
- Labor Type
Deleting a Time Entry record now deletes the associated Labor record.

Image Modified

IN-2860

IN-2962

Time Entry

Service Desk Labor

Service Desk

Changing

the

the Cable Path

on an

on an Incident now adds an Activity Record to the Incident.	Image Modified		Incidents
Service Desk Labor Charges

are

are no longer updated when the amount on the Charge Catalog changes. Previously, changing the amount on the Charge Catalog kicked off an event that updated all Charges, including Labor Charges. Labor Charges, particularly those using a flat-rate charge, should be static and not updated by changing the Charge Catalog.	Image Modified	IN201834290
Service Desk Labor Charges

are

are no longer deleted in cases where the user attempted to delete a Labor record, but the Labor record could not be deleted. Previously, even when the Labor record could not be deleted, the associated Labor charge was deleted.	Image Modified
Saving a

new

new Labor

record

record will no longer randomly display an "Oops Error" message.

Image Modified

IN-3293

IN-3082

IN-3089

IN-3102

IN-3408

IN-2931

IN-2892

* Indicates external documentation not written by PCR.

Database Changes in 2020.1

Default Schema

Table Name	Change	Table Changes
Table Name	Change	Table Changes
API_PERMISSIONS	Updated	Added Barcode as an API Permission
API_KEYS	Updated	^ADD

^COLUMN

^{DEFAULT_RATE_LIMIT}

^INT

^DEFAULT

⁶⁰

^NOT

^NULL;
API_KEYS_USERS_TOKENS	Updated

^MODIFY

^COLUMN

^TOKEN

^VARCHAR(255)

^NOT

^NULL;

^ADD

^COLUMN

^RATE_LIMIT

^INT

^DEFAULT

⁶⁰

^NOT

^NULL;

^ADD

^COLUMN

^{RATE_LIMIT_REMAINING}

^INT

^DEFAULT

⁶⁰

^NOT

^NULL;

^ADD

^COLUMN

^{RATE_LIMIT_RESET}

^DATETIME

^DEFAULT

^{CURRENT_TIMESTAMP}

^NOT

^NULL;

^ADD

^INDEX

^{API_KEYS_USERS_TOKENS_1}

^(`TOKEN`);
CABLES_EQUIPMENT	Updated	Create missing "From Cabling Equipment" and "To Cabling Equipment" associations. Removed orphaned "From Cabling Equipment" and "To Cabling Equipment" associations.
BARCODE	Removed
BARCODE_TRANSACTIONS	New
EQP_CATALOG	Updated

CHANGE

CHANGE PART_NUM_BARCODE

BARCODE

BARCODE VARCHAR(100);
EVENTS	Updated	Added an Audit Cleanup Event.
SERVICE_DESK_LABOR	Updated	^MODIFY

^COLUMN

^{LABOR_TYPE_LISTS_RECID}

^INT

^NOT

^NULL;

^MODIFY

^COLUMN

^{CONTACTS_RECID}

^INT

^NOT

^NULL;

^MODIFY

^COLUMN

^WORKED_DATE

^DATETIME

^NOT

^NULL;

Metadata Schema

Table Name	Change	Table Changes
No Changes

Archive Schema

Table Name	Change	Table Changes
No Changes

2019

Expand

title	2019.7

Notable Changes

- Added

an

- an AdHoc Grid Report Library

to

- to the wiki.
- Updated various pages in the wiki to clarify current functionality.
- Added Service Desk Archiving
  - It allows users to delete old data, such as Locations, Contacts, and Equipment (Foreign Keys to Locations, Contacts, etc. on Service Desk prevent deleting data).
  - It allows users to archive and potentially clean up (delete) old Service Desk Data.
  - It provides the ability

to

- - to Demolish a Location, which allows the deletion of a Location along with all sub-Locations and associated Cable Data.
  - Archiving old data improves the performance of grids and pickers.
  - Note: Customers interested in using Service Desk Archiving must email the Helpdesk to sign up for a training session to review how Archiving works and the implications of the various settings before PCR will turn on the Archiving Event. We will be setting up

separate

2019.7

group

- - separate 2019.7 group training sessions to review new features.
- Added Work Order

functionality

- functionality to allow for one-time Orders that do not create or manage Services.
- Removed

the

- the Service Desk Cabling Report

and

- and replaced it with an AdHoc report.
- Removed

the

- the Cable Locations Report and replaced it with an Adhoc report.
- Numerous fixes

to

- to Service Desk Imports.
- Aging a Multiple Location Service that was used on an Incident no longer fails.
- Redesigned

the

- the My Service Desk: Assigned and Workgroup grids

towards

- towards a workflow focus.

Please review the Database Changes in 2019.7 and make any necessary changes to your Adhoc Grids, Custom Events, and API calls.

Release 2019.7.12 (4-19-2021)

Component

Description

Type

Incident(s)

Documentation

General

Enabled Form Read/Write Permissions on Tree Elements,

including

including the Catalogs tree tools. Users can now set the Catalog tree(s)

to Readonly or

to Readonly or Permissions Denied.	Image Modified	IN-5967
Reports	Emailing a grid report

with

with all rows from the grid, now includes all rows (previously the emailed report only contained the first row).	Image Modified
Service Desk	Completing

an

an Upgrade/Downgrade Action

once

once again copies

the

the UDF values

to the

to the Service. (This fix was back-ported from 2020.4.2)

Image Modified

IN-5983

Release 2019.7.11 (3-19-2021)

Component

Description

Type

Incident(s)

Documentation

General

E911 Changes

This update will update the data in the E911 snapshot and load E911 fields from All addresses in the Database.

Generating

the

the E911 report

now

now requires using the USE_E911_NENA2_FIELDS configuration option, if the option is not enabled the process will throw an exception.

NOTE: This will likely create a change record for every Service on a Building where the Nena2 fields were previously blank. The change records created by this process would be a one-time change.

The

The E911 Report

will

will now convert "Court" to the prefix "CT".	Image Modified	IN-5724
Notifications, Escalations, and Events

The

The Notification Log form

no

no longer throws an error when

the

the CC (email) Field is populated.	Image Modified	IN-5201
Service Desk	Added a new Escalation/Notification Filter Variable, SDWF_ADDNEW,

to

to Service Desk Workflow events.

Image Modified

IN-5201

Escalation Criteria

Creating an Escalation

Escalations

The "Add From SDC" button on Workflow no longer triggers

two

two Workflow Start Date Notifications.

Image Modified

IN-5201

Release 2019.7.10 (2-10-2021)

Component	Description	Type	Incident(s)	Documentation
API	When

creating

creating Upgrade/Downgrade Actions

via

via the API,

the Billable and

the Billable and Report 911

flags

flags are now pulled from the Service Catalog, not the existing Service values (if values are not provided in the API Request).

Image Modified

IN-4978

IN-4987

Cable

Updating or saving a Cable Path

on a

on a Multiple Location Service

no

no longer displays the

message

message "A path may only be added to a Service with a Location."	Image Modified	IN-5670
General

The

The Crystal Reports: Batch Filters

Grid should

Grid should no longer fail to load

for

for Oracle customers.	Image Modified	IN-5622
Imports & Exports	When

creating

creating Upgrade/Downgrade Actions

via

via an Import,

the Billable and

the Billable and Report 911

flags

flags are now pulled from the Service Catalog, not the existing Service values (if values are not provided in the Import File).

Image Modified

IN-4978

IN-4987

Services

Generating a range of non-Phone

Service

Service records should no longer fail to create the Service records.

Image Modified

IN-5184

IN-5222

IN-5194

Service Desk

Increased the size of the "From Equipment Catalog" and "To Equipment Catalog" columns for

the

the Service Desk Cable

records

records to prevent data truncation.

The

The Service Desk Cable Archive

table

table was also updated.	Image Modified	IN-5047
Adding

a

a User-Defined Column (UDC) to

the

the My Service Desk Workgroup

or Workflow grids

or Workflow grids no longer displays an "Oops Error" message.

Image Modified

IN-5189

Service Desk Archiving Fixes

The Service Desk Archiving process will now archive Service Desk Items where some data was not defined (such as a NULL value for the USE_QUANTITY column on Service Desk Charge records).
When a single Service Desk Item fails to Archive, will no longer get stuck; the process will continue to archive records.

Image Modified

IN-5090

IN-3923

Returning Equipment

on a Billed or

on a Billed or Completed Action

should

should once again create

a

a credit charge.	Image Modified	IN-5177
When

creating

creating Upgrade/Downgrade

Actions

Actions on a Service Order,

the Billable and

the Billable and Report 911

flags

flags are now pulled from the Service Catalog, not the existing Service values.

Image Modified

IN-4978

IN-4987

Release 2019.7.9 (12-16-2020)

Component	Description	Type	Incident(s)	Documentation
Billing	Billing Group Pricing

now

now applies

to

to GLA Charges.	Image Modified	IN-5072
Cable	Creating a

new

new Cable Path

from

from the Service form no longer defaults to creating the Path with a status

of

of Left In.	Image Modified	IN-5066
Calls & Rating	The Call Rating process no longer fails if the Service Host cannot be determined.	Image Modified	IN-5057 IN-4321
Imports & Exports	The Call Import no longer triggers "Undefined index AUTH_CODE_FLAG" warning messages that can fill up the Error Log.	Image Modified
Inventory	Staging multiple pieces of Equipment

at

at the same time from

the

the Warehouse Actions

grid

grid no longer reuses the same Equipment record multiple times.	Image Modified	IN-4429
Reporting	Corrected minor formatting issues with PDF reports.	Image Modified	IN-5013
Service Desk	Users can now open

the

the Service Desk Form

that

that corresponds to the Workflow record from

the

the Workflow Grids (i.e. if the Workflow is on an Action, the User may open the Action form or the Workflow form from the Workflow Grids).

Image Modified

IN

IN-4427

My Service Desk

The

The Service Desk Archive Log

retention

retention process now properly cleans up log entries based on the timeframe set by the configuration

option

option ARCHIVE_LOG_RETENTION.	Image Modified		Archive Log
Improved the loading times for

the

the Service Desk Tab

on

on Services & Equipment.

For

For Oracle customers, the grid was either extremely slow or would not load.

Image Modified

Image Removed

Image Added	IN-4336
The "Type Value" selector on

the

the Escalation Criteria

form

form now lists all Service Desk Types.	Image Modified
Service Desk number formats

less

less than 8 digits now work properly.	Image Modified
Service Desk Items will no longer

allow Services and Equipment to

allow Services and Equipment to be Owned by both

a Contact and a

a Contact and a Department Owner.

Note: There will be an AdHoc added during the upgrade process to allow customers to find and fix any Services or Equipment that have two Owners defined.

Image Modified

IN-3335

IN-4395

IN-4340

The columns on the

The columns on the Service Desk Archive grids

now

now match the

corresponding

corresponding Service Desk Grids (i.e. the columns on the Service Desk Actions Archive grid now match the Service Desk Actions grid.)

Image Modified

IN-5090

IN-3923

Release 2019.7.8 (10-06-2020)

Component	Description	Type	Incident(s)	Documentation
API	Submitting poorly formed JSON data, or data with bad characters will no longer fail and return a null value. Now $params will be returned with the default data.	Image Modified
Billing	The Bill process now checks

for

for Equipment Billling Group

overrides for

overrides for Equipment Charges.	Image Modified	IN-4342
The Bill process now checks

for

for Billling Group

overrides for

overrides for GLA Charges.	Image Modified
Custom Logic	Restored the data displayed on

the

the Schedule Tab

on the

on the Custom Events

screen

screen.	Image Modified	IN-4333
Inventory

The

The Warehouse Actions Return

is

is now changing

the

the Service Desk Equipment

Status from Pending to

Status from Pending to Complete.

Note: With this change, the Return "Quantity" field will no longer be available when returning "In" Equipment on Remove Actions. All items must be returned at the same time for Remove Actions.

Image Modified

IN-4304

IN-4262

General

Fixed issues with the validator when creating an empty database for new installs.

Image Modified

Reporting

Due to licensing the constraints

of

of Oracle Java, we have officially dropped support and switched to

using OpenJDK for

using OpenJDK for Crystal Reports. Please submit any requests to upgrade java on our

portal

portal help.pcr.com.	Image Modified
Services

The

The Call Details Tab

on

on the Service form now

includes

includes Rated Unbillable

calls

calls.	Image Modified	IN-4316
Service Desk	Service Desk Actions

will

will no longer display an erroneous "was not found in the haystack" error on the Service Options field.

Image Modified

Completing a Service Order with Actions no longer produces erroneous "Failed to save record" errors, when there is some other issue on the form (such as no owner or a missing GLA).

Image Modified

IN-3000

IN-4225

IN-4239

IN-4365

IN-4192

Release 2019.7.7 (09-01-2020)

Component	Description	Type	Incident(s)	Documentation
CustomerCenter	Approved Service Requests

are

are now showing in

the

the Service Requests Grid.	Image Modified
Custom Logic	Customer Validation

now

now supports using call function to invoke Write methods

for

for API types.

Image Modified

Service Desk Action API Calls

Events & Notifications

Workflow Start Date

Notifications

Notifications/Escalations are now triggered when the Workflow Start Date is set automatically.	Image Modified	IN-4216
Services

The

The Service Desk tab

on

on Services once again

includes

includes Pending Add Actions.	Image Modified	IN-4215
Service Desk	Completing

a

a Service ID Action

no

no longer clears

the

the Path Location.	Image Modified	IN-4188
SDC Workflow

steps

steps that should be added at completion are now added

to Incidents and

to Incidents and Work Orders

upon

upon completion.

Image Modified

IN-4196

Release 2019.7.6 (08-06-2020)

Component	Description	Type	Incident(s)	Documentation
API

The

The Service Desk API

now

now properly

supports

supports Service/ Equipment UDFs

on

on Incidents.	Image Modified		Service Desk API Calls
CustomerCenter

The

The Service Option flags (Billable, Directory, Report 911, etc.) are now set for Task, Change, and Remove Actions

on

on Service Requests

created

created from CustomerCenter.

Image Modified

IN201833105

IN-2965

SDCs

are

are now properly applied

to

to Service

Requests

Requests when a matching SDC is found.

Image Modified

IN-4125

Existing

Existing Service Charges

are

are now added

to

to Change Actions

on a

on a Service Request.	Image Modified	IN-4125
Task Actions

are

are no longer converted to or displayed

as

as Add Actions

in

in the Cart. Similarly, in certain cases, Add actions

are

are no longer converted to or displayed

as

as Tasks

in

in the Cart.	Image Modified
Service Desk	Converting

an Estimate to an Action now

an Estimate to an Action now allows applying the Estimate

to

to Task Actions.

Image Modified

IN-4153

Release 2019.7.5 (08-03-2020)

N

Component	Description	Type	Incident(s)	Documentation
Billing	The "Test File" column on the Call Details grid has been restored.	Image Modified

I

IN-3983
Back Dating a Monthly Recurring Charge Stop Date on a Back-Billing & Forward-Billing Charge no longer generates double Credits	Image Modified	IN-4051
Cable

The

The Service Location

column

column on the Ports/Pins/Lens grid now displays data for the "To Port" on a Path.	Image Modified	IN-3873
Events	Events that occur during the Fall Daylight Savings Time change should no longer fail.	Image Modified
General	Long-running reports sent via email no longer get stuck in an infinite loop (which prevented the reports from being sent out).	Image Modified	IN-3963 IN-3965 IN-3968 IN-3970 IN-3964 IN-3966
Service Desk	Completing

a

a Service ID Action

now

now sets the Ports/Pins/Lens status

to

to Assigned. (Previously this was set

to

to PDPC)	Image Modified
Default Charges

from

from Task type Service Catalogs are now applied

to

to Task Actions.

Image Modified

IN-4031

IN-3915

The

The Add From SDC button on

the

the Service Desk Workflow

tab

tab, now selects from the correct SDCs.

Image Modified

IN-4094

Adding Equipment to an

Adding Equipment to an Incident Request

no

no longer generates an Oops Error.

Image Modified

Release 2019.7.4 (05-20-2020)

Component

Description

Type

Incident(s)

Documentation

API

Added

Added SDC

support

support to

the

the Add Incident

API

API endpoint.

Image Modified

Image Modified		Service Desk API
Incidents

created

created by API now automatically select

an

an SDC

when

when one is not provided.	Image Modified
Added the 'bill_date' parameter to

the

the Service Charges API

endpoint

endpoint. This allows setting a Start Date for recurring charges via the API.	Image Modified	IN-3375	Service API Calls
Billing	Clicking on the "Switch to full detail view" link, on

certain

certain Test Bills, no longer redirects you to an error page.	Image Modified
Cable

The

The Ports/Pins/Lens Add Range

functionality

functionality now properly

updates

updates Back

Connects

Connects for ranges over 100 PPLs.	Image Modified	IN-3770
Various "minor" issues with

the

the Port Side Requirement

were

were addressed.	Image Modified
Service Desk Remove

Actions

Actions now

set

set Cable Pairs

and

and Ports/Pins/Lens

to Spare upon

to Spare upon completion of the Action.

Image Modified

IN-3785

IN-3792

IN-3816

Adding Multiple Path Legs

no

no longer causes an error when adding a non-

spare

spare Ports/Pins/Lens

to

to the same Path.	Image Modified	IN-3039
General	Expanded

the

the Authentication Mapping (AUTH_MAPPING) field on the ROLES table to allow for longer

SSO

SSO Group

names

names.	Image Modified		Authorization Parameters
Services	When

a

a Service

is

is used on

a

a Service Order

that

that has multiple Actions,

the

the Service Desk tab

on

on the Service form no longer displays data for all of the Actions on that Order. Previously data for unrelated Actions was displayed on the Service Desk tab.

Image Modified

IN-3622

IN-3736

Release 2019.7.3 (04-29-2020)

Component	Description	Type	Incident(s)	Documentation
API	Creating

a

a Service Desk Action

via

via the API now sets the SDC_RECID. This bug prevented Workflows, Charges, etc. on an SDC from adding to the Action.

Image Modified

IN-2909

IN-2894

Billing

Refinements

to

to Billing Invoices

Added the GLA Description to the "Bill To" section.
Invoices are now more customizable. The following may now be configured:
- The account info color
- The table row background-color
- Show/hide row borders
- The row border-color
- Suppress the current date. The date suppression is configurable for all reports, the bill, and Invoice
- The Invoice Remittance Coupon content is now configurable. The coupon can also be removed from the Invoice.
Redesigned

the

the Invoice Remittance Coupon.
- The Credit Card information was removed from the default design.
- Fixed layout issues with the PDF version of the Invoice.
- Renamed "Current Balance" to "Outstanding Balance." (i.e. the total amount due for Net-30, Net-60, Net-90, etc.)
- Moved the remittance coupon onto a separate page at the end of the Invoice.
Tweaks to the Invoice's Payment Table formatting
- Long descriptions now wrap to the next line
- Payment date is now mm/dd/yyyy format
The "Transaction Details" on the Invoice Printout are now listed and grouped by the Service ID, rather than the charge code.

Image Modified

IN-3519

IN-2859

IN-3207

Invoices

Billing Parameters

The

The GLA Conflicts grid

no

no longer generates an "Oops Error" when getting the grid count.	Image Modified	IN-3688
General

Numerous

Numerous E911 Fixes and Improvements.

Significantly increased the speed of the E911 Export process.
Corrected

the

the Community Name

displayed

displayed on grids. Frequently the Building Number was displayed, but the Community Name was missing or incorrect.
The E911 Export now includes Services with no Locations when determining if a Service should be flagged as a "Delete" in the export.

Image Removed

Image Added

Image Modified

Exports

E911 Feed

Service Desk

The

The Assigned Workflow

and

and Workgroup grids

now include Pending Workflow on

now include Pending Workflow on Completed Service Desk Orders.

Image Modified

IN-3743

Release 2019.7.2 (03-16-2020)

Component	Description	Type	Incident(s)	Documentation
Billing	Clicking

the Billing

the Billing tab on

the

the Equipment

form

form no longer causes an "oops" error.	Image Modified
Catalogs	Making

a

a Charge Catalog Inactive now stops or deletes the Charges on a Service desk item when the Service Desk item has a status

of

of Pending, Hold,

or

or Complete. If the Service Desk item has a status

of

of Void, Finalized,

or

or Billed, the

Charges

Charges will not

be

be stopped/deleted. This applies to all Service Desk Equipment and Service Charges.

Previously it would attempt to alter items with a status

of

of Void, Finalized,

or

or Billed.	Image Modified	IN-3580
Communications

Added

Added Cisco

features

features:

Added

the

the Associated Devices

tab for

tab for Directory Numbers

to

to the Service Desk Actions Communication form.
Added a column to

the

the Endpoint/Phone

picker

picker to indicate whether the endpoint/phone has an associated directory number.	Image Modified		Cisco Documentation
Removed the checkboxes

from

from Cisco Bulk Update

Grids

Grids.	Image Modified	IN-3480
The auto-assign

for

for Cisco Gateway Endpoints/Phones

on

on Service Desk Move Actions now uses the "Move To" Location instead of the original Location.	Image Modified	IN-3432	Cisco Documentation
Adding a

new

new Analog Endpoint/Analog Phone

via

via a Service Desk Action now populates the directory number information

from

from Device Defaults.	Image Modified	IN-3321
General	Refinements to

the

the Demolish Location

form

form:

Updated the demolish button image and text
Increased the form size
Changed the event comment from "Event" to "Scheduled Archive Event"

Image Modified

Locations

Location Catalogs

Services

Non-

billable

billable Services (i.e., the billable flag is not checked) with Charges, are now picked up by

the

the Aging Process.

Image Modified

The


The Service Aging

process

process now uses the "Billing Complete" flag to determine if a Service with Charges can be aged. If any of the Charges are not flagged as "Billing Complete" then those Charges are considered Active, and the Service cannot be aged.

Image Modified

IN-3570

IN-3566

Service Desk

Service Desk Printout

fixes

fixes:

Saving

the

the Print Prefs

on

on the Service Order grid, and printing an Action, no longer leaves off the child data from the Action(s).

The

The Service ID

now

now displays on Service Desk Action printouts.
Printing the Actions for a Service Order no longer repeats

the

the Cable

info

info for all of the Actions on each of the Action printouts.	Image Modified	IN-3532
Returning

Service

Service Desk Equipment

no

no longer drops the Equipment Charges when more than one Charge exists on the Service Desk item and those Charges have different Expense Types.

Image Modified

IN-3345

The GLA Replace Process once again replaces the GLA on Service Charges.

Image Modified

IN-3506

IN-2910

IN-2923

Release 2019.7.1 (02-21-2020)

Component	Description	Type
General	Changes in 2019.7 prevented the Oracle Data load process from disabling foreign keys; this has been fixed.	Image Modified
	Corrected issues with the Bill, Call and Import Archiving processes.	Image Modified
	Cleaned up notices from Dashboard Widgets that could fill up the system log.	Image Modified

Release 2019.7 (01-27-2020)

Component	Description	Type	Incident(s)	Documentation
API	Added the ability to

create

create Work Orders

via

via the API.

Image Modified

Work Order API

Added

Added API attachment

support

support for Service Desk API calls.

Image Modified

Service Desk API Calls

Billing

The

The Billing

Group

Group totals on the Bill now match the data on the "Billing Group" form.	Image Modified
Cable	Removed

the

the Cable Locations Report and replaced it with an Adhoc report. This report is available in the AdHoc Grid Report Library. The new AdHoc loads significantly faster than the original report grid.

Image Modified

Image Removed

Image Added

IN201834275

IN201935535

IN201834626

Service Desk Cabling Report

Building Adhoc Grids

The

The Ports/Pins/Lens Range Generator no longer generates PPL records with the same IP Address when using an IP Address for the Range.

Image Modified

Adding


Adding Multiple Path Legs

no

no longer fails if Ports/Pins/Lens are assigned.

Attempting to save multiple Path Legs, when the PPL does not allow multiples, now displays the proper error message to the user.
Deleting

the

the Service Desk Path Leg

from

from the Service Desk Path Leg form no longer fails.	Image Modified	IN-3039
Communications	Closing

an

an Avaya

form

form with unsaved data now prompts the user to save the record.	Image Modified
General	Added a "Modified Date" and "Modified By" column to

the

the Department Hierarchy grid.

Note: This change may affect saved perspectives.

Image Modified

Users Group 2019

Removed the "Password Reset" button on

the

the Add New

Users

Users form. (Resetting the password on a User before saving the record would throw an error)	Image Modified
Imports & Exports	Added

a

a Work Order Import.	Image Modified		Work Order Import
Added

a

a Service Desk Miscellaneous Action Import.	Image Modified		Service Order Imports
Added a field for the "Associated Project" to

the

the Service Desk Imports and "Associated Problem" to the Work Order Import.	Image Modified		Service Order Imports
Numerous fixes

to

to Service Desk Imports:

The

The CSR field

now

now requires the Contact to have a Type of "Service Rep."
Available Services are now correctly validated against Service Pools and follow the same eligibility restrictions as the Actions form.
UDFs now work with Service Desk Imports.
Added support for the Action Default GLA field.
Services that are not "Assignable" can now be used with Remove

or Task Action

or Task Action Imports.
The Service Desk Import can now

create

create Task actions

without a

without a Service Catalog

specified

specified. Only Upgrade/Downgrade Actions require the Service Catalog.
The Service Desk Import

now

now generates an error if

an

an Owner

is

is specified for anything other than

an

an Add Action

or

or Owner Change Action.
Added validation to the Service Desk Imports to verify the following (any invalid combinations will result in an error):
- Only Auth Code Services use Class of Service
- Only Auth Code Services use Auth Code Type
- Only Backbone or Data Services use Bandwidth
- Only Phone Services use Report 911
- Only Phone Services use Directory
Some valid SDCs were throwing an error that the SDC was not valid for the action; this has been fixed.
The Service Desk Import no longer ignores

the

the Inactive status

on

on the following fields: Service Rep, Owner Contact, Owner Dept, Requestor, Default GLA, Action Service Host, Action Owner Contact, Action Owner Dept, Action SLA, Action Location, & Action SDC.
The Service Desk Import now correctly supports

the

the Move-to Location

field on

field on Actions.
The Service Desk Import now allows the existing Available Service Catalog to be a parent of the provided catalog.
Example: if the Available Service has a Catalog of 'phone,' then the Catalog provided to the Import could be 'phone > Avaya'. However, the Import will error if the provided catalog is 'auth code'.
If the SDC field is not mapped on the import definition or is not provided in an import file, the Service Desk Import no longer picks a random SDC.
The SDA_Number field mapping was removed from the Service Desk Import. There is no need to set the Action number via an Import at this time.
The Service Desk Import no longer allows Category Catalog items (i.e., Equipment, Service,

or Charge

or Charge Catalogs with the Category flag set).	Image Modified	IN201834801	Service Desk Imports
Inventory	Added a "Display SD" button to

the

the Warehouse Actions grid

that

that opens the Service Desk record associated with the Equipment selected on the grid.	Image Modified	IN-2929	Warehouse Actions
Added the "Manufacturer" and "Manufacturer Part Number" from the Equipment Catalog to

the

the Equipment Grid.

Note: This change may affect saved perspectives.

Image Modified

Users Group 2019

Changed the 'Activity' tab

on

on Equipment

to

to 'Service Desk'.	Image Modified		Service Desk Tab
Related Equipment Permissions

no

no longer fail to update when

updating

updating Equipment Catalog

records

records with more than 1000 child records.	Image Modified	IN201935538
Returning Equipment

on

on the Warehouse Actions grid now accounts for

the

the Expense Type

on

on the Equipment.	Image Modified	IN-2841
Services	Addressed issues related

to

to Multiple Location Services:

Unchecking

the

the Multiple Locations

flag

flag on Services and saving the record no longer throws an "XHttp Request Action Failed" error.
It is now possible to unset the Multiple Locations flag on a Service that was used on an Incident.
Aging a Multiple Location Service that was used on an Incident no longer fails.

Image Modified

IN201833807

IN-2876

IN-2839

Service Desk

Added

Added Service Desk Archiving

Functionality

It allows users to delete old data, such as Locations, Contacts, and Equipment.
It allows users to archive and potentially clean up (delete) old Service Desk Data.
Added a tab to the Location form to show records

preventing

preventing Location deletion (i.e., demolish).
It provides the ability

to

to Demolish a Location, which deletes the Location along with all sub-Locations and associated Cable Data.

Added a

Added a weekly event

that

that will archive Service Desk Items based on

the

the Service Desk Archiving Days

setting

setting on the tenant.

Added a

Added a manual process

for

for archiving individual Service Desk Items that

are

are eligible for Archiving.

Added an

Added an Archive Grid

for

for each Service Desk type,

and

and printouts

for

for each of the Archived Service Desk types. (there are no forms for Archived Items).

Added an

Added an Archive Log that contains information on the records that were successfully archived as well as the records that failed to archive.

Added a

Added a new audit type

of

of "Archive" to indicate (with an Audit record) when a Service Desk Item was archived.

The

The Service Desk Tab

on Equipment and

Image Removed

on Equipment and Services displays both archived and non-archived Service Desk Items. (Requested at the 2019 Users Group)
Archived Data will not be cleaned up automatically (at this time) but can be deleted manually from the grid.

Image Modified

Image Added

IN-2949 I

N201620470

IN201731118

Users Group 2019

Service Desk Archiving Requirements

Service Desk Archiving

Archive Eligible Grid

Archiving Days (set the 'Aging' timeframe)

Archive Log

Service Desk Events

Archive Parameters

Services: Service Desk Tab

Equipment: Service Desk Tab

Usage Tab & Demolish Location

Added Work Order

functionality

functionality to allow for one-time Orders that do not create or manage Services.

Added Work Orders to the following Grids "Service Rep," "Workgroup" and "Assigned Workflow" Reports.

Added a

Added a Work Order Import.
Added the ability to

create

create Work Orders

via

via the API.
Renames all usage of "Orders" in PCR-360 to "Service Orders" to differentiate from Work Orders.

Image Modified

Work Order Requirements

Associating Work Orders to Service Orders

Added

the

the Reference Field

to

to Task Actions.	Image Modified		Task Types
Redesigned

the

the My Service Desk: Assigned and Workgroup grids

towards

Image Removed

towards a workflow focus.

Note: This change may affect saved perspectives.

Image Modified

Image Added		My Service Desk Grids
Removed

the

the Service Desk Cabling Report

and

Image Removed

and replaced it with an AdHoc report. This report is available in the AdHoc Grid Report Library. The new AdHoc loads significantly faster than the original report grid.

Image Modified

Image Added

IN201834275

Cable Locations Report

Building Adhoc Grids

Fixed a typo in

the

the Cabling

section

section of

the

the Service Order Printout. (This affected the non-graphical version only).

Image Modified

The


The Service Desk Charges Tab

is

is now editable

for

for Completed

Service

Service Desk Items. (Previously it was read-only)	Image Modified
Fixed

the

the Email Thread Section

of the

of the Service Desk Printout; it now shows values

for

for Name, Subject,

and

and Email.

Image Modified

The


The Service ID

now

now displays on Remove Action Printouts

for

for Remove Actions

created

created from

the

the 360 Wizard.

Image Modified

IN-3139

The

The Worker

column

column is now populated by

the

the SDC Workflow

when

when it specifies

the Workgroup and the

the Workgroup and the Worker. (This stopped working in 2019.5)	Image Modified	IN-3269
The

Service

Service Options

field

field on Actions is no longer disabled after navigating from

a Completed or Finalized Action to a Pending Action

a Completed or Finalized Action to a Pending Action. This was problematic because if the Service Options were disabled, completing

the

the Pending

Action

Action would clear the Service Flags (i.e., Report 911, Directory, Billable, etc.)

Image Modified

IN-3355

Database Changes in 2019.7

Default Schema

Table Name	Change	Table Changes
AUDITS	Updated	Increased the ACTION column from 6 to 7 characters.
EVENTS	Updated	Added the Weekly Archive Event.
PERMISSIONS_GRIDS	Updated	Changed the GRID_SCENARIO column values of 'orders' to 'service-orders'.
SD_TO_ARCHIVE	New
SERVICE_DESK	Updated	^ADD

^COLUMN

^CREATED_DATE

^DATETIME

^DEFAULT

^{CURRENT_TIMESTAMP}

^NOT

^NULL,
^ADD

^COLUMN

^PENDING_DATE

^DATETIME

^DEFAULT

^NULL,
^ADD

^COLUMN

^HOLD_DATE

^DATETIME

^DEFAULT

^NULL,
^ADD

^COLUMN

^{COMPLETE_DATE}

^DATETIME

^DEFAULT

^NULL,
^ADD

^COLUMN

^{FINALIZED_DATE}

^DATETIME

^DEFAULT

^NULL,
^ADD

^COLUMN

^BILLED_DATE

^DATETIME

^DEFAULT

^NULL,
^ADD

^COLUMN

^{APPROVED_DATE}

^DATETIME

^DEFAULT

^NULL,
^ADD

^COLUMN

^DENIED_DATE

^DATETIME

^DEFAULT

^NULL,
^ADD

^COLUMN

^VOID_DATE

^DATETIME

^DEFAULT

^NULL
SERVICE_DESK_ACTIONS	Updated	^ADD

^COLUMN

^CREATED_DATE

^DATETIME

^DEFAULT

^{CURRENT_TIMESTAMP}

^NOT

^NULL
^ADD

^COLUMN

^PENDING_DATE

^DATETIME

^NULL
^ADD

^COLUMN

^{COMPLETE_DATE}

^DATETIME

^NULL
^ADD

^COLUMN

^FINALIZED

_DATE DATETIME NULL
ADD COLUMN BILLED

^_DATE

^DATETIME

^NULL
^ADD

COLUMN HOLD_DATE DATETIME NULL
ADD COLUMN VOID_DATE DATETIME

^{COLUMN BILLED_DATE DATETIME NULL} ^{ADD COLUMN HOLD_DATE DATETIME NULL} ^{ADD COLUMN VOID_DATE DATETIME NULL}
SERVICE_DESK_APPROVAL	Updated	^ADD

^CREATED_DATE

^DATETIME

^DEFAULT

^{CURRENT_TIMESTAMP}

^NOT

^NULL
SERVICE_DESK_ARCHIVE_LOG	New
SERVICE_DESK_INCIDENTS	Updated	^ADD

^CREATED_DATE

^DATETIME

^DEFAULT

^{CURRENT_TIMESTAMP}

^NOT

^NULL
SERVICE_DESK_PROBLEMS	Updated	^ADD

^CREATED_DATE

^DATETIME

^DEFAULT

^{CURRENT_TIMESTAMP}

^NOT

^NULL
^{SERVICE_DESK_CABLING_PIT}	Updated	Increased the size of columns FROM_EQUIPMENT_CATALOG and TO_EQUIPMENT_CATALOG columns to 255 characters
SERVICE_DESK_WORK_ORDERS	New
SERVICE_DESK_WORKFLOW	Updated	^ADD

^COLUMN

^CREATED_DATE

^DATETIME

^DEFAULT

^{CURRENT_TIMESTAMP}

^NOT

^NULL,
^ADD

^COLUMN

^PENDING_DATE

^DATETIME

^DEFAULT

^NULL,
^ADD

^COLUMN

^HOLD_DATE

^DATETIME

^DEFAULT

^NULL,
^ADD

^COLUMN

^VOID_DATE

^DATETIME

^DEFAULT

^NULL
IMPORT_RECORD_TYPES	Updated	Changed the NAME column values of 'Service Desk' to 'Service Order'.
IMPORT_RECORD_TYPES_COLS	Updated	Removed any references to the Service Order Action number in the Service Desk Import definitions.

Metadata Schema

Table Name	Change	Table Changes
USAGE_LOCATION	New

Archive Schema

Note: The archive schema is new as of Release 2019.7.

Table Name	Change	Table Changes
SDA_SERVICE_DETAILS	New
SERVICE_DESK	New
SERVICE_DESK_ACTIONS	New
SERVICE_DESK_ACTIVITY	New
SERVICE_DESK_ASSOC	New
SERVICE_DESK_ATTACHMENTS	New
SERVICE_DESK_CABLING	New
SERVICE_DESK_CHARGES	New
SERVICE_DESK_COMMUNICATION	New
SERVICE_DESK_CONTACTS	New
SERVICE_DESK_EQP	New
SERVICE_DESK_EQP_ACT	New
SERVICE_DESK_EST_EQP	New
SERVICE_DESK_EST_LABOR	New
SERVICE_DESK_EST_CHARGES	New
SERVICE_DESK_GLA	New
SERVICE_DESK_INC_EQP	New
SERVICE_DESK_INCIDENTS	New
SERVICE_DESK_INQUIRY	New
SERVICE_DESK_LABOR	New
SERVICE_DESK_PROBLEMS	New
SERVICE_DESK_QUICKTICKS	New
SERVICE_DESK_THREAD	New
SERVICE_DESK_WORKFLOW	New
SERVICE_DESK_WORKFLOW_ACT	New
SERVICE_DESK_WORK_ORDERS	New
USER_DEFINED_FIELDS_VALS	New

Expand

title	2019.6

Notable Changes

- Added the following columns to the Service Desk Equipment tab:
  - Equipment ID
  - Asset Tag
  - Serial Number
  - Mac Address
- Renamed the Equipment column to Catalog: now the Catalog column only displays the Equipment Catalog Name and Description.

Adding

- Adding Location Permissions

to

- to a Service Catalog no longer prevents selecting any Service Catalog

on

- on Upgrade/Downgrade Actions. Catalogs are now appropriately restricted by the Locations on the Service Catalog and Service Pools.

Please review the Database Changes in 2019.6 and make any necessary changes to your Adhoc Grids, Custom Events, and API calls.

Release 2019.6.2 (01-27-2020)

Component	Description	Type	Incident(s)	Documentation
Billing	Annual Recurring Charges, Semi-Annual Recurring Charges, and Quarterly Recurring Charges now bill correctly.	Image Modified		Forum Post
Cable	Renumbering a Cable Path

no

no longer fails on Services with multiple associated Service Desk Actions.

Image Modified

Removing


Removing Service Desk Cabling (Deleting or Voiding) now returns the cable statuses

to

to Assigned.

Image Modified

The


The Service Desk Cabling Auto-Assign

no

no longer throws a "Duplicate Record" error indiscriminately. (This prevented closing Service Orders.)

Image Modified

IN-3018

IN-3263

The

The Equipment ID (for Equipment that does not have a Location), is now displayed in

the

the Completed Cabling

tab

tab.	Image Modified
Communications	Cisco "Change" Actions now respect the

selected

selected Directory Number (DN) on the Action.	Image Modified	IN-3233
Cisco Analog Endpoints/Phones

now

now use the correct form.	Image Modified	IN-3319
CustomerCenter	Now, when a request is approved in CustomerCenter, the remark is created showing the actual approved amount instead of $0.00.	Image Modified	IN-3351
	Reopening the "Order Details"

for

for Task Actions

no

no longer shows the wrong form.

Image Modified

IN-3302

The

The Approval Grid

no

no longer shows the wrong Service Desk Item when using

the

the Service Request link

on

on the Approval page.

Image Modified

IN-3244

IN-3254

The Owner on a

The Owner on a Change Action

now

now matches the Owner on the Service record (rather than defaulting to the logged-in user)	Image Modified
Imports & Exports

The

The Full Cable Path Import

no

no longer replaces the path with different Service values (that are on the same Location).	Image Modified	IN-3303
Service Desk

The

The Equipment Catalog

is

is no longer missing from

the

the Service Order Printout.

Image Modified

IN-3357

Release 2019.6.1 (12-10-2019)

Component

Description

Type

Incident(s)

Documentation

Cable

The

The Service Desk Cabling Auto-Assign

now

now properly links

existing

existing Paths. Previously, the auto-assign was throwing a Duplicate Path error.

Image Modified

IN-3018

Release 2019.6 (11-14-2019)

Component	Description	Type	Incident(s)	Documentation
API	The API now properly

obeys

obeys Service Location Permissions.

Previously

Previously, if no Service Catalogs set any Location Permissions (used for Services), the validation failed and would not create the Service Desk item.

Image Modified

IN-2846 (IN201935500)

Fixed various issues with Service Desk API Calls:

The 'prob_code' and 'res_code' parameters now work as intended; both need to match against the provided Catalog.
Owner validation now works as intended; the owner needs to match the owner on the Service or Equipment.

Image Modified

Service Desk API

Cable

The

The Show All/Show Restricted slider

setting

setting on pickers can now be saved with a Picker Perspective.

Image Modified

IN-2987 (IN201834047)

CustomerCenter

Changing

the

the Stand-Alone Equipment Quantity

from

from within the cart (using the Qty arrows) now carries through to the Service Request.	Image Modified	IN201936263
Phone numbers in

the

the My Services/Equipment

grid

grid and on the Directory page are now correctly formatted like phone numbers.	Image Modified		Directory
General

The

The Custom Event Schedule

form

form is no longer read-only.	Image Modified
LDAP

role

role mapping no longer fails when a group name contains commas.	Image Modified
User-Defined Fields (UDFs)

can

can now be used as the sorting column on

a

a Saved Perspective.	Image Modified	IN-2990 (IN201834114)
Imports & Exports

The

The Equipment Catalog Import can now import Equipment Catalog User-Defined Fields.	Image Modified	IN-2893 (IN201936333)
The API now correctly

obeys

obeys Service Location Permissions. Previously, if no Service Catalogs set any Location Permissions, the validation failed and would not create the Service Desk item.

Image Modified

IN-2846 (IN201935500)

Service Desk

Added the following columns to the Service Desk Equipment tab:

Equipment ID
Asset Tag
Serial Number
Mac Address

This change also:

Renamed the Equipment column to Catalog.
Changed the Catalog column, so it only displays the Equipment Catalog Name and Description.

Image Modified

Image Modified	Part of IN-2885 (IN201936207)	Service Desk Equipment
Service Desk Task Actions

now

now load Default NRC Charges from the Charge Catalog. Task Actions will not allow MRC Default Charges.	Image Modified
A change in 2019.3 caused several extra columns to appear on

the

the Service Desk Equipment tab; the Equipment tab now displays the correct number of columns.

Image Modified

Service Desk Equipment

Adding

Adding Location Permissions

to

to a Service Catalog no longer prevents selecting any Service Catalog

on

on Upgrade/Downgrade Actions. Catalogs are now appropriately restricted by the Locations on the Service Catalog and Service Pools.

Image Modified

IN-2846 (IN201935500)

Inactive Service Pools

no

no longer prevent selecting a Service Catalog

on

on Upgrade/Downgrade Actions.

Image Modified

IN-2846 (IN201935500)

Additional SDC Workflow: Requirements

Database Changes in 2019.6

There are no database changes for 2019.6.

...

Expand

title	2019.5

Notable Changes

Optimized
the
the Charges Grid
and
and Ports/Pins/Lens Picker.
Added
an
an Open Source Button
to the
to the Charges Grid.
Added Ports/Pins/Lens Transfer Import
Added
an
an Add From SDC
button
button to the
Service
Service Desk Workflow tab
Added a unique key
on
on Ports/Pins/Lens.
The
The Port/Pin/Len Side
is
is now required.
This
This prevents users from creating duplicate Ports/Pins/Lens records and prevents the system from creating duplicate Ports/Pins/Lens records from an Import.
- Note: When the test system is upgraded to 2019.5 or later, PCR will add an Adhoc grid (to test and production) for any customers who currently use cable. Customers are responsible
  for
  for cleaning up the data on production before they can upgrade to 2019.5 (or later) in production. We
  will
  will NOT upgrade
  any
  any customers to 2019.5 or later if the Adhoc grid still contains duplicate Ports/Pins/Lens records. If you have any issues cleaning up the data, please send an email
  to
  to help@pcr.com
  for
  for assistance.

Please review the Database Changes in 2019.5 and make any necessary changes to your Adhoc Grids, Custom Events, and API calls.

Release 2019.5.2 (11-13-2019)

Component

Description

Type

Incident(s)

Documentation

Billing

Using

GLA

GLA Splits no longer cause

the

the Bill Progress Percentages

to

to go above 100%.

Image Modified

The


The Invoiced Amount

on the

on the Invoice Printout, Invoices Grid, and the GLA Account Totals/Current Balance

now

now includes

the

the Taxed Amount.	Image Modified	IN-2921 (IN201936601)
Calls and Usage

attached

attached to Services

with

with Split Expense GLAs Percentages now bill on each split. (Previously only the first split was billed).

Image Modified

The


The Override Amount

on

on Service Desk Equipment Charges

is

is now carried over to the Equipment Charges after the Service Desk Item

is

is Finalized.

Image Modified

IN

IN-2922 (IN201936602)
CustomerCenter	Users can now set

the

the Account Number/Default GLA

on

on Stand-Alone Equipment. However,

the

the Owner and GLA MUST be the same

for

for all pieces of Stand-Alone Equipment. (i.e. You set the Owner and GLA on once piece of Stand-Alone Equipment and it applies to all of the Stand-Alone Equipment for that Request).	Image Modified	(IN201936659)
Creating a New Contact

with

with CustomerCenter no longer throws an error.

Image Modified

Release 2019.5.1 (10-23-2019)

Component	Description	Type	Incident(s)	Documentation
Billing	Charges

stopped exactly on the

stopped exactly on the Start Date

of

of a Bill

now

now Prorate

correctly

correctly.	Image Modified	IN201936583
Test Bills and Bill Estimates no longer flag charges

as

as Billing Complete.

Image Modified

General

Corrected an issue that:

Prevented the Bulk Update from updating Services (for customers who do not user Service Pools)
Prevented Service Actions from saving (for customers who do not have any Auth Code Types defined).

Image Modified

Release 2019.5 (10-07-2019)

Component	Description	Type	Incident(s)	Documentation
API

Added

Added token-based authentication

to

to Service Host REST API

for

for Team Dynamix.	Image Modified		Service Host Rest APIs
Billing	Added the following columns to the Admin → Billing → View/Report

→

→ Charges Grid:

Prorate Flag (Only if the configuration BILL_MRC_CHANGE_FORCE_PRORATE is turned off)
MRC Start Date (only populated for MRCs)
MRC Stop Date (only populated for MRCs)
NRC Transaction Date (only populated for NRCs)
Annual/Semi-Annual/Quarterly Recurring Date (only populated for Alternate Recurring Charges)
Annual/Semi-Annual/Quarterly Stop Date (only populated for Alternate Recurring Charges)

Image Modified

Charges Report

Added

an

an Open Source

button

button to the Admin → Billing → View/Report

→

→ Charges Grid. The new button opens the Source record: Service, GLA, Equipment, or Service Desk.	Image Modified
Optimized

the

the Admin → Billing → View/Report

→

→ Charges Grid

to

to improve grid load times significantly. By default, the grid now autoloads (rather than waiting for you to add a filter or refresh the grid).

Image Removed

Image Added

The Bill


The Bill grid's Check Progress

form

form no longer shows more than 100% in

the

the Processing Bill Calls

section

section (when multiple Expense Object Code Overrides are defined).

Note: The Process Bill Calls section may still show more than 100% in if GLA splits are used.

Image Modified

GLA Changes

now

now properly

update

update Alternate Recurring Charges (Annual Recurring, Semi-Annual Recurring, and Quarterly Recurring).

Image Modified

Known Issue Forum Post

GLA Charges Import

Service Charges Import

Charge Catalog Imports

Services API (Charges)

GLA API (Charges)

Equipment API (Charges)

Charge Catalogs

Inventory Tabs - Charges

Cable

Optimized

the

the Ports/Pins/Lens picker

for Equipment records

for Equipment records that have more than 10,000 ports.

Image Removed

Image Added
Added

a

a unique key

on

on Ports/Pins/Lens.

The

The Ports/Pins/Lens Side

is

is now required.

Note: When the test system is upgraded to 2019.5 or later, PCR will add an Adhoc grid (to test and production) for any customers who currently use cable. Customers are responsible

for

for cleaning up the data in production before they can upgrade production to 2019.5 (or later). If you would like to review the Adhoc Queries or add them before scheduling your upgrade, please download the SQL file from the release notes.

If you have any issues cleaning up the data, please send an email

to

to help@pcr.com

for

for assistance.

Image Modified

Duplicate PPL Adhoc Query Downloads

MySQL

Oracle

Communications

Added multiple enhancements to the Avaya Module:

Avaya Phone Templates: Form and Grid
- Adds "System Use Templates" that can be copied to make customized templates
Added support

for

for 9608SIP

set

set types

Image Modified

Avaya Documentation

CustomerCenter

Approvers are now able to see

the

the Cancel Request Button

on the

on the View Request Page

for

for their Requests.	Image Modified	IN201935025
The

original Owner of a Service or Equipment is

original Owner of a Service or Equipment is now preserved for

a

a Change Owner Request.

Image Modified

IN201936238

IN201834895

General

Fixed an issue where some tool-tips, filters, and hover images would appear behind a PCR-360 form.

Image Modified

IN201731534

Users can now update

existing

existing List Values.	Image Modified	IN201936427
Imports & Exports	Added

a

a Ports/Pins/Lens Transfer Import

that

that will transfer ports from

one

one Equipment

record

record to another.	Image Modified		Ports/Pins/Lens/ Transfer Import
Services

The

The Associated Service Picker

on Equipment now

on Equipment now restricts the Services by the Location and Service Locations (for Multiple Location Services). The Service Location(s) must match (or be a descendant of) the Location specified on the Equipment record.	Image Modified
Service Desk	Added

an

an Add From SDC

button

button to

the

the Service Desk Workflow

tab

tab. This button allows adding SDC workflow to any existing Service Desk item that is not closed (i.e., Void, Denied, Finalized, Billed, etc.).

Image Modified

SDC

Add Actions

created

created by the PCR-360 Wizard now set

the

the Service Options (Billable, Report 911), and

the

the Default Service Host

using

using the Service Catalog's defaults.

Image Modified

IN201833229

IN201834684

Fixed alignment issues with

the

the Service Order Description

on the

on the Service Desk Printout.

Image Modified

IN201936068

The Workgroup and Worker fields

The Workgroup and Worker fields are once again editable on

the

the Service Desk Labor Form.

Image Modified

IN201935841

IN201935576

Service Desk Labor

Equipment SDCs

no

no longer match SDCs with the 'Any' SDC type selected.

Equipment SDCs

must exactly match the

must exactly match the Equipment Catalog on the Service Desk Item.

Image Modified

Database Changes in 2019.5

Table Name	Change	Table Changes
Table Name	Change	Table Changes
`PORTS_PINS_LENS`	Updated	CHANGE `PORT_SIDE_LISTS_RECID` `PORT_SIDE_LISTS_

RECID` int

RECID` int `NOT` `NULL;` `Added a Unique index on` `(EQUIPMENT_RECID, PORT, PORT_SIDE_LISTS_RECID)`
SERVICE_HOSTS	Updated	ADD COLUMN LOGIN_ADDRESS VARCHAR(100) NULL AFTER ADD COLUMN LOGIN_HEADERS LONGTEXT NULL ADD COLUMN TOKEN LONGTEXT NULL ADD COLUMN RATE_LIMIT INT NOT NULL DEFAULT 0 ADD COLUMN RATE_LIMIT_REMAINING INT NOT NULL DEFAULT 0 ADD COLUMN RATE_LIMIT_RESET DATETIME NULL AFTER

Expand

title	2019.4

Notable Changes

We
added
added Historical Cable Data
to
to Service Desk. This corrects several issues with Cable Statuses on Actions. In particular, completed Actions will now reflect the Cable status at the time of completion, not the current cable status.
We have
converted
converted Service Order Only
Actions to
Actions to Task Actions. This change gives customers a more generic way of tracking work on a Service Order; since not all work relates directly to a Service.
This
This change replaces the Service Catalog type of "Service Order Only" with "Task" and adds a "Task" option to the Action selector on Service Desk Actions. Services cannot be created using "Task" type Service Catalogs.
We added several new Cisco Features and fixed several bugs.
We
We removed calDav
support
support from the PCR-
360
360 Calendar.
Users with an Administrator role can now add
the Row ID column
the Row ID column to any grid or picker.
When an Action is saved with a Service selected, Service Remarks
are
are now automatically copied into the Activity/Remarks tab of the Action.
Added the ability to
run Imports in
run Imports in Batches.

Please review the Database Changes in 2019.4 and make any necessary changes to your Adhoc Grids, Custom Events, and API calls.

Release 2019.4.3 (11-13-2019)

Component	Description	Type	Incident(s)	Documentation
Billing	Using

GLA

GLA Splits no longer cause

the

the Bill Progress Percentages

to

to go above 100%.

Image Modified

The


The Invoiced Amount

on the

on the Invoice Printout, Invoices Grid, and the GLA Account Totals/Current Balance

now

now includes

the

the Taxed Amount.	Image Modified	IN-2921 (IN201936601)
Calls and Usage

attached

attached to Services

with

with Split Expense GLAs Percentages now bill on each split. (Previously only the first split was billed).

Image Modified

The


The Override Amount

on

on Service Desk Equipment Charges

is

is now carried over to the Equipment Charges after the Service Desk Item

is

is Finalized.

Image Modified

IN

IN-2922 (IN201936602)

Release 2019.4.2 (10-23-2019)

Component	Description	Type	Incident(s)	Documentation
Billing	Charges

stopped exactly on the

stopped exactly on the Start Date

of

of a Bill

now

now Prorate

correctly

correctly.	Image Modified	IN201936583
Test Bills and Bill Estimates no longer flag charges

as

as Billing Complete.

Image Modified

General

Corrected an issue that:

Prevented the Bulk Update from updating Services (for customers who do not user Service Pools)
Prevented Service Actions from saving (for customers who do not have any Auth Code Types defined).

Image Modified

Release 2019.4.1 (09-13-2019)

Component

Description

Type

Incident(s)

Documentation

General

Addresses slowness issues with the 2019.3 upgrade.

Note: This fix reverts a bugfix introduced in 2019.1. "Fixed an issue where saving

a

a Perspective

sometimes

sometimes unchecked

the

the Auto Load Data

checkbox

checkbox." This bug will be addressed in a future release.

Image Modified

IN201936364

IN201936437

Release 2019.4 (08-26-2019)

Component	Description	Type	Incident(s)	Documentation
API	Added a Service Desk Task Action endpoint.	Image Modified		Service Desk API Calls
Billing	Added a GLA format column to

the

the Invoices

grid

grid.

Image Modified

The


The GLA Replace

process

process now adds a remark

to the GLA record and

to the GLA record and the Replacement GLA record containing the Original GLA, the New GLA, the effective date, and the user that updated the record.

Image Modified

IN201834069
IN201832689

GLA Catalogs

GLA Tabs

Cable

Added buttons to

the

the Service Desk Cable

form

form that open PPL Range forms for Origination and Destination Equipment.

Image Modified

Ports/Pins/Lens Form

Replacing

a Pair on the

a Pair on the Path Leg

form

form now replaces

the From and

the From and To Ports.	Image Modified
Replacing

a Pair or Port on the Paths Legs form

a Pair or Port on the Paths Legs form now changes the old pair

to

to Spare (if it isn't on any other paths).	Image Modified
Communications	New Cisco features: Added Gateway Device Support to Service Desk Actions. Added End User support to Service Desk Actions. Added Device Templates to support Analog Devices.	Image Modified	Cisco Communication Module Service Desk Communication Service Hosts
Communications	Fixed number of form issues and bugs in the Cisco Module.	Image Modified
CustomerCenter	Service Order Only Actions are now Task Actions.	Image Modified	See Task Actions changes

for

for more detail
User-Defined Date fields in CustomerCenter no longer erroneously fail validation.	Image Modified
We have

fixed several display issues in

fixed several display issues in CustomerCenter:

Pickers

now

now render correctly.
The "Add Row" menu

for

for User-Defined Tables

in

in CustomerCenter now displays over the table.	Image Modified
Removed the 'Catalog Search' Box from Change and Remove Request forms.	Image Modified
Services and Equipment owned by a user will now show up in the "My Department Services and Equipment" grid on the home page for coordinators.	Image Modified
Ordering stand-alone Equipment no longer adds multiple Default GLAs to the Request.	Image Modified
Service and Equipment UDFs are now displayed on Report A Problem.	Image Modified
Equipment UDFs can now be shown in CustomerCenter.	Image Modified	IN201935752

Deleting

Deleting Ready To Submit

requests

requests no longer throws an error.	Image Modified	IN201936307 IN201936258 IN201935476
Escalations & Notifications	Fixed layout issues with the Escalation Sequence form.	Image Modified
General	Users with an Administrator role can now add the Row ID column to any grid or picker.	Image Modified	How to get RECID values Permissions
	Added

a

a Master Lock

mechanism

mechanism to reduce the database impact from

demanding

demanding Events. Only

one

one Event

in

in the Master Lock group may run at any given time.

Image Modified

Events

Removed

Removed calDav

support

support from the PCR-

360

360 Calendar.	Image Modified	IN201935781	Calendar
User-Defined Fields

can

can be deleted from the system entirely; the system will no longer throw an error if values are assigned to the UDFs.	Image Modified	IN201833382
Location History Report

now

now includes changes

to

to Location Servicing Equipment.	Image Modified	IN201726075
Inventory	Added an "Add Existing" Button to

the

the Equipment Children

tab

tab.	Image Modified		Inventory - Equipment Children
Imports & Exports	Added

a

a Service Desk Task Action Import.	Image Modified		Service Desk Imports
Imports

can

can now run

in

in batches.

A single import definition can run the same file through multiple import types. (e.g., a CSV file containing Service and Location information could run through a Location import first to create Locations, then a Service Import to create new Services with the Locations in the file).

Image Modified

Import File Formats

The

The Available Charges Bulk Update

no

no longer fails when triggered from an Import (i.e., the Charge Catalog Import). This change drops the USERS_RECID (Foreign Key) column and replaces it with the USERID column (string/text).	Image Modified
Services	Improved

the

the Service ID validation

against

against the Service Catalog's Format for the API, Imports, Services, Service Desk Actions, etc.	Image Modified
Service Desk

Added

Added Task Actions

to

to Service Orders.

This change:

Replaces the Service Catalog type of "Service Order Only" with "Task."
Adds a "Task" option to the Action selector on Service Desk Actions.

Note: This functionality replaces Service Order Only Actions. Services cannot be created using "Task" type Service Catalogs.

Image Modified

Task Action Requirements

Task Action Usage

Service Catalog Changes

Service Desk Actions

Added

Added Historical Cable Data

to

to Service Desk.

Once

a

a Service Desk Item

is

is Completed or Voided, Cabling data is captured and stored permanently. Completed Service Desk Items do not reflect changes to live Cable Data.

Image Modified

IN201935605

IN201834358

Service Desk Completed Cabling

Added

two new

two new reporting buttons to

the

the Completed Cabling

tab

tab:

View Historical Path

displays

displays the Path before completing the Order.
View Current Path

displays

displays the current path on the Service.	Image Modified		Service Desk Completed Cabling
When an Action is saved with a Service selected, Service Remarks

are

are now automatically copied into the Activity/Remarks tab of the Action.

Note:

This

This functionality won on Voting List #3	Image Modified		Service Desk Activity/Remarks
Increased the size of

the

the Data ID

field

field on Service Desk Actions.

Image Modified

IN201935599

Service Desk Actions

Service Desk Communication

Removed the Catalog value from the Service Picker display

Removed the Catalog value from the Service Picker display to improve performance. This will improve the performance of grids showing the Service ID and Catalog, as well as the performance of the Service Picker.

Image Removed

Image Added

Image Modified

Service Desk Actions

Service Desk Communication

Task actions (formally Service Order Only Actions) with charges can no longer be completed without an Owner.

Image Modified

IN201833454

Upgrade/Downgrade Actions

no

no longer fail validation if the Service Catalog is not selected when creating the Action. Previously, if you did not select the Service Catalog and saved the Action, a field validation error was displayed, and the form prevented correcting the data.

Image Modified

IN201834380

For

For Upgrade/Downgrade Actions, selecting a Service Catalog no longer overwrites the Services Options on the action. The Service Options on the Action come from the options already set on the Service.

Image Modified

Create an Upgrade/Downgrade Action

Upgrade/Downgrade Actions

now

now update the Service Catalog on the Service upon completion of the Action. This stopped working in 2018.1.	Image Modified
The

entire

entire Service Desk Cabling

form

form is now "Read Only"

for

for Out Cable Actions. The Add, Clear, and Swap buttons are no longer accessible

on

on Out Cable Actions.	Image Modified
Swap Actions

now

now complete without an error when one Service has a Cable Path, and the other does not.	Image Modified
Pairs/Ports

are

are now Assigned after completing

a

a Swap Action.	Image Modified
Deleting

the

the Cable Path Legs

on a

on a Swap action

now

now sets the Pairs/Ports back

to

to Assigned, rather

than

than Pending Connect/Pending Disconnect.

Image Modified

The


The Service Desk View Path

report

report now displays the Service/Circuit ID and Reference

for Pending Actions

for Pending Actions.

Image Modified

The


The Service Desk 360 Wizard

now

now populates the SDC column for Service Desk Actions.	Image Modified	IN201935119
Adding

new

new Cable Data

to Incidents no

to Incidents no longer throws an error.	Image Modified
Alternate Recurring Charges

with

with an action of "Stop" on Service Desk now properly stop when the Order/Action is Finalized.	Image Modified	IN201935363
Completing

a

a Service Order

with

with no Actions on it no longer throws an error.

Image Modified

Database Changes in 2019.4

Table Name	Change	Table Changes
BULK_UPDATE_HISTORY	Updated	DROP COLUMN USERS_RECID ADD COLUMN USERID VARCHAR(20) NOT NULL
DEVICE_DEFAULTS	New	Added the Table to PCR-360
IMPORT_FORMATS	Updated	DROP COLUMN DUPLICATES DROP COLUMN IMPORT_RECORD_TYPES_RECID
IMPORT_RECORD_FORMATS	Updated	ADD IMPORT_RECORD_TYPES_RECID INT NOT NULL ADD FORMAT_SEQUENCE INT DEFAULT 10 NOT NULL ADD DUPLICATES VARCHAR(1) DEFAULT NULL
SERVICE_DESK_CABLING_OUT	Removed	Dropped the Table from PCR-360
SERVICE_DESK_CABLING_PIT	New	Added the Table to PCR-360

Expand

title	2019.3

Notable Changes

The most significant change to PCR-360 we have made in this release affects all grids and pickers in the application. By default, the grid count is now disabled on all grids and pickers. We have made this change in order to drastically improve performance by reducing the grid load time across the application. In our testing, we found some grids load, on average, twice as fast, or more. We believe this change will improve the overall usability of the application and allow our users to complete their work more efficiently. Please review the documentation (linked in the release notes below) to see how the grid functionality has changed with this release.

Release 2019.3.9 (11-13-2019)

Component	Description	Type	Incident(s)	Documentation
Billing	Using

GLA

GLA Splits no longer cause

the

the Bill Progress Percentages

to

to go above 100%.

Image Modified

The


The Invoiced Amount

on the

on the Invoice Printout, Invoices Grid, and the GLA Account Totals/Current Balance

now

now includes

the

the Taxed Amount.	Image Modified	IN-2921 (IN201936601)
Calls and Usage

attached

attached to Services

with

with Split Expense GLAs Percentages now bill on each split. (Previously only the first split was billed).

Image Modified

The


The Override Amount

on

on Service Desk Equipment Charges

is

is now carried over to the Equipment Charges after the Service Desk Item

is

is Finalized.

Image Modified

IN

IN-2922 (IN201936602)

Release 2019.3.8 (10-23-2019)

Component	Description	Type	Incident(s)	Documentation
Billing	Charges

stopped exactly on the

stopped exactly on the Start Date

of

of a Bill

now

now Prorate

correctly

correctly.	Image Modified	IN201936583
Test Bills and Bill Estimates no longer flag charges

as

as Billing Complete.

Image Modified

Release 2019.3.7 (09-13-2019)

Component

Description

Type

Incident(s)

Documentation

General

Addresses slowness issues with the 2019.3 upgrade.

Note: This fix reverts a bugfix introduced in 2019.1. "Fixed an issue where saving

a

a Perspective

sometimes

sometimes unchecked

the

the Auto Load Data

checkbox

checkbox." This bug will be addressed in a future release.

Image Modified

IN201936364

IN201936437

Release 2019.3.6 (08-29-2019)

Component

Description

Type

Incident(s)

Documentation

Billing

The Viewbill Service Summary no longer lists Services twice under each Charge Account.

Image Modified

Cable

Significantly improved the performance of Ports/Pins/Lens Pickers when the Equipment has over 1000 connected Ports/Pins/Lens.

Image Removed

Image Added

Release 2019.3.5 (08-20-2019)

Component

Description

Type

Incident(s)

Documentation

CustomerCenter

Fixed an error caused when adding Stand-Alone Equipment to the Cart after a Package containing Stand-Along Equipment was added to the Cart.

Image Modified

IN201936263

Call Processing

Call Rating no longer fails for 7-digit dialed numbers when the default NPA is blank.

Image Modified

Release 2019.3.4 (08-05-2019)

Component

Description

Type

Incident(s)

Documentation

Billing

The Bill Archive process no longer fails.

Image Modified

Release 2019.3.3 (07-26-2019)

Component

Description

Type

Incident(s)

Documentation

API

The Services API Endpoint now adds Service Charges with the default Catalog Amount if no Amount is specified in the API call.

Image Modified

CustomerCenter

The Pending Requests page no longer errors under certain (edge case) conditions.

Image Modified

Calls

Restored the Call Type Column to the Call Details grid.

Image Modified

Release 2019.3.2 (07-08-2019)

Component

Description

Type

Incident(s)

Documentation

General

The Charge Total fields on forms stopped displaying data after the grid count changes; these fields now display data.

Affected forms: GLA, Services, Service Desk (Charges tab and Labor tab), and Service Desk Estimate.

Image Modified

IN201935883

Imports

The Path Full import expects Location Types to be provided with multiple components (just like the Location). The Import no longer fails if multiple levels are provided for the Location Type.

Image Modified

Time Entry

The "Hours Total" on the Time Entry grid stopped displaying data after the grid count changes; this field now displays data.

Image Modified

Release 2019.3.1 (06-20-2019)

Component

Description

Type

Incident(s)

Documentation

Billing

When processing Monthly Recurring Charges that were Stopped on the Billed Through Date the billing process was incorrectly generating Bill Details transactions. The process should only flag the charge as Billing Complete and not generate any Bill Details transactions.

Image Modified

IN201935378

Service Desk

The Workflow tab on Actions stopped displaying data after the grid count changes; this tab now displays data.

Image Modified

Release 2019.3 (05-28-19)

Component	Description	Type	Incident(s)	Documentation
Component	Description	Type	Incident(s)	Documentation
API	Added

a

a Service Desk Labor

endpoint

endpoint to the API.	Image Modified		Service Desk Labor API
Billing	The CSV option for the "Full Detail View" of the Bill now returns a CSV file containing the full Bill Details.	Image Modified	IN201731626 IN201731500	View Bill
	Long Service Desk Descriptions without spaces no longer run off the side of the Report Printout.	Image Modified	IN201731654
	Bill Approval

no

no longer throws an error when

the

the Invoices

configuration

configuration option is disabled.	Image Modified
Calls	Added "Cost Before Markup" to

the

the Call Details

and

and Usage Details grids.	Image Modified
CustomerCenter	Removing a piece of stand-alone Equipment from the My Equipment Grid in CustomerCenter no longer triggers a 500 Error.	Image Modified	IN201935413

The

The Request Tracking Page

now

now displays the "Move To Location", "Move Address", and "Move Building ID" when a "Move To Location" is entered on the 'Action'.	Image Modified
General	Grid counts are now disabled by default. This greatly improves overall application performance and reduces load times on grids.

Image Removed

Image Added

The Grid

Pickers

Count Report Getting Started

Changed

Changed Building Number

to

to Building ID

on

on the Locations grid and the Locations' Address tab.	Image Modified		Locations Tabs Locations Imports 360 View
Subgrid page navigation now works correctly. Some subgrids were not displaying information; this has been fixed.	Image Modified		The Grid
Dashboard drill-down now displays the correct number of results.	Image Modified	IN201832282
Navigating Tab Grids with

the Next and Previous buttons

the Next and Previous buttons no longer generates an error when trying to navigate past the first or last page.	Image Modified
Inventory	Inventory counts

now

now exclude Consumed Equipment Records. This includes the Equipment Availability Indicator.

Image Modified

The


The Associated Service ID Picker

on

on Equipment now properly limits the Services by Location for Single-Location Services.	Image Modified	IN201834873
Imports & Exports	Improved the performance of

the

the GLA Charge Import.

Image Removed

Image Added

IN201935271

The

The Equipment Import

can

can now update the Location of Existing Equipment.	Image Modified	IN201832773	Equipment Import
If

the

the Service Import

triggers

triggers certain errors, it no longer rolls-back the import lines that were processed before the error occurred.

All Imports now commit all changes after each line is processes; if an import aborts for some reason, the lines in the file before the error will stay processed, instead of being rolled back.

Image Modified

IN201833708

Imports

Resolved a number of issues with the Import definition header functionality:

Adding a new Header Record no longer erroneously adds additional mappings.
Adding a new Header Record now appears in the grid after saving the record.
Adding mappings now correctly restricts the user from entering an Index and a Start/End position for the mapping. Import files can be Delimited or Fixed-Width, not both.

Image Modified

The


The Equipment Import

no

no longer throws an error when the import line contains unit values.	Image Modified	IN201935592
Reporting

When

When CSV

is

is the default option on the Generate Report Form,

the

the Send Email

checkbox

checkbox is now enabled.

Image Modified

Services

Added the fields "Company ID", "Reference" and "Rating Group" to the Service Bulk Update.

Image Modified

IN201834935

IN201834931

Service Bulk Update

Service Desk

Added a "Location Column" to

the

the Service Desk Workflow Report.
Added a "Move To Location" Column to

the

the Service Desk Workflow Report.	Image Modified
Optimized

the

the Service Desk Equipment Report

so

so it no longer hangs when loading the grid.

Image Modified

The


The Service Desk Labor Report

now

now correctly opens the Service Desk Form instead of the Service Desk Labor Form.

Image Modified

Database Changes in 2019.3

No Database changes were made for 2019.3.

Expand

title	2019.2

Note: All All versions after 2018.1 1 require an upgrade to PHP 7.2, hosted hosted customers and customers who have 2018.1 already have the PHP upgrade. Most updates to test systems will need to occur during non-business hours. Please send any scheduling requests to help@pcr.com.

This release contains some table changes that could cause issues with Adhocs, API calls, or other custom processes. Please review the Database Changes in 2019.2 to review the changes and make the necessary changes to your customizations.

Licensed Customers will will need to install PHP 7.2 before we can upgrade test to 2019.2, the instructions can be found here: PHP 7.2 Upgrade. Please consult PCR before upgrading your system.

Release 2019.2.4 (06-20-2019)

Component

Description

Type

Incident(s)

Documentation

Billing

When processing Monthly Recurring Charges that were Stopped on the Billed Through Date the billing process was incorrectly generating Bill Details transactions. The process should only flag the charge as Billing Complete and not generate any Bill Details transactions.

Image Modified

IN201935378

Release 2019.2.3 (05-23-2019)

Component

Description

Type

Incident(s)

Documentation

API

To address a rapidly growing API Request table, full API responses will not be saved for successful SQL POST calls or GET API Calls; only error responses will be saved.

Image Modified

IN201935671

Release 2019.2.2 (05-10-2019)

Component

Description

Type

Incident(s)

Documentation

API

The permissions set on

each

each API Endpoint

are

are now obeyed when called from

a

a Custom Endpoint.	Image Modified		Custom API
Escalations & Notifications	Added a process to convert the Escalation Sequences to the new format used in 2019.1.	Image Modified	IN201935672

Release 2019.2.1 (04-25-2019)

Component

Description

Type

Incident(s)

Documentation

General

Corrected a missing parameter from the Initial 2019.2 release.

Image Modified

Release 2019.2 (04-19-19)

Component	Description	Type	Incident(s)	Documentation
API	Reworked

the

the API Error Responses

to

to be consistent for all endpoints.	Image Modified		API
Cable	Fixed an issue where using the general search on

the

the Ports/Pins/Lens

grid

grid (on the Equipment form) would throw an error.

Image Modified

IN201834888

IN201935103

Communications

Added COR functionality to

the

the Avaya

module

module.

Image Modified

Communications Module

Avaya COR

Added

Added Avaya

Authorization

Authorization Code functionality.	Image Modified		Avaya Authorization Codes
CustomerCenter

Added

Added Package Types.

Image Modified

Service Desk Packages

Packages

On

the

the Order Details Form:

Changed the "Apply All" label to "Apply Order Details".
Changed the "Yes" option to "Overwrite All Order Details".

Image Modified

Order Details

The

The Location Picker

was

was displayed on every Catalog page; now it is only displayed on the page when items on that page have Location Restrictions.

Image Modified

Add a Service

Add Equipment

Fixed an issue where long Package Descriptions (with line breaks) were causing layout inconsistencies on

the Packages

the Packages page.

Image Modified

Service Desk Packages

Packages

The Additional Charges

section

section now displays the text "none" when no charges exist (instead of a blank line).	Image Modified
Events & Notifications	Fixed an issue causing Events to fail during the fall Daylight Savings Time transition.	Image Modified
General	The following functions, keywords and classes are now allowed

in

in Custom Logic:

new
DateTime
DateInterval
add
sub
diff
format
setTimestamp
setTime
setDate

Image Modified

Custom Logic

How To: Scheduling Regular Maintenance

Improvements to

Custom

Custom Validation Messages

The Customer Name is displayed on the first line of message. This includes messages generated from a form, the API or Imports.
The Error Dialog title was changed to "Error (Custom Validation)" to identify Custom Error messages.
The Warning Dialog title was changed to "Warning (Custom Validation)" to identify Custom Warning messages.

Image Modified