Key

2021

2021.3

Release 2021.3 is now available; it is a minor release that contains new features, bug fixes, and refinements.

We will begin scheduling 2021.3 updates on customer Test systems starting, January 4th, 2022.

NOTE: PHP 7.4 IS REQUIRED for this upgrade.

Notable Changes

Updates native password hashing to increase security
- Adds new password hashing
- Adds manual password expiration to the Users form, and includes a password reset link on the confirmation message
- Retains legacy hashing to identify old passwords
- Expires all user passwords so they are forced to be reset using the new hash
  - Note: After the upgrade, all users using the native PCR-360 log-in will have to reset their passwords, this will not affect Shibboleth customers.
- Adds functionality to reset expired passwords after logging in with them
Added two new cleanup Events:
1. Cleans up old Bulk Update History records. (The default timeframe is 365 days)
2. Cleans up old System Message records. (The default timeframe is 365 days)
Perspectives Grid Changes
- Admins now have the ability to override the PCR grid defaults (i.e. Perspective Admin Defaults).
- Admins may now schedule grid reports from the Perspectives Grid Page.
Adds support for NENA 3 compatible E911 Reports.

Please review the Database Changes in 2021.3 and make any necessary changes to your AdHoc Grids, Custom Events, and API calls.

Review and Refresh Session(s)

We are planning two Review and Refresh sessions for 2021.3. The first session is scheduled for January 12th at 11:00 AM Eastern, and the second is scheduled for January 13th at 3:00 PM Eastern.

Key

Release 2021.3.7 (08-23-2022)

Component	Description	Type	Incident(s)	Documentation
General	Optimized Location and Warehouse Pickers to be faster.		IN-8279

Release 2021.3.6 (07-25-2022)

Component	Description	Incident(s)	Documentation
Archiving	Service Desk Archiving now correctly moves Service Desk Cabling data on older Service Orders.	IN-8095
Billing	Added Importable Charges RECID column to master Charges grid. Optimized master Charges grid by adding Charge Source selector.	IN-8065
Billing	The Service Summary now displays the correct totals for customers who have multiple tax rates.	IN-8085
Cable	Resolves issue where Path To Equipment is not displayed on Ports/Pins/Lens (PPL) Grids when not linked to a PPL record.
CustomerCenter	Adjusted the "Add To Cart" pop-up in CustomerCenter, so it does not obscure the "Go To Cart" link.
CustomerCenter	CustomerCenter now correctly sets the "New Service ID," "Location," and "Rating Group" (for phones and auth codes) to Service Desk Actions.	IN-7718
General	Added better error handling to the GLA replace.	IN-8211	GLA Replace
Imports & Exports	Processing a large call file containing binary data no longer crashes the rating process.	IN-8104 IN-8266
Imports & Exports	The Service Import no longer errors when changing to catalogs with parent-enforced formats.	IN-8121
Inventory	The Items at Reorder Point Report now displays items with a Reorder Point of zero that are out of stock.	IN-6746
Service Desk	Changing the "Transfer to Warehouse" Location on Warehouse Actions no longer changes the Equipment available on the Equipment picker.	IN-8080

Release 2021.3.5 (05-06-2022)

Component	Description	Type	Incident(s)	Documentation
Imports & Exports	Equipment added from an Import or SDC will now set the To Location on the Service Desk Equipment from the Action's Location or Move-to Location		IN-8037
Service Desk	Warehouse Return Actions now properly remove the Service to Equipment Association.		IN-7305

Release 2021.3.4 (04-28-2022)

Component	Description	Incident(s)	Documentation
Billing	Added GLA Description to Invoices grid.		Invoices
CustomerCenter	The Request Description field now properly limits input to 500 characters.	IN-7850
CustomerCenter	If an error occurs in CustomerCenter, a user with only CustomerCenter Permissions, is no longer presented with an erroneous "Insufficient Permissions" message.	IN-7850
Imports & Exports	Cleaned up a number of Export Format notices generated by scheduled Export events.	IN-7825
Imports & Exports	The GLA Charge, Service Charge, and Equipment Charge Imports will now properly update the stop date on Monthly Recurring Charges that are not "Billing Complete" and already have a stop date.	IN-7720
General	The autocomplete for the Location picker and Warehouse picker now shows the top ten Locations sorted by the full Location Path.	IN-7527
	Adding a new Service Desk Action UDF to a Catalog with existing UDF Associations no longer removes the existing UDF Associations.
	UDFs that utilize a Criteria Value can now be reordered on the UDF form.	IN-7689
	Increased the size of the Grid ID column for Permissions to 100 characters to avoid issues with long Grid IDs.
Service Desk	Voiding a Service Order now returns the Cabling on each Action to its original state.	IN-5744 IN-6735
	Equipment Permissions set on a Service Catalog are now respected on the Service and Service Desk Action forms.
	Inherited Service UDFs are now properly displayed on the Service Desk Action form.
	Service Desk Action changes Action Completion no longer sets Stop Dates on Equipment Charges Finalizing an Action now sets Equipment Charge Stop Dates Corrected an issue affecting Billing Group Pricing when stopping Equipment Charges and the Owner is removed Added Associated Equipment Charges to the Service Billing Estimate	IN-7553 IN-7882

Release 2021.3.3 (03-14-2022)

Component	Description	Incident(s)	Documentation
API	The Service Desk API no longer applies an SDC automatically to an Action when an SDC is not provided in the API call.	IN-7629
API	The Services API no longer requires the serv_catalog parameter for updates, only on new records.	IN-7394
Billing	Stopping Bill Forward MRC Charges, on the Billed through date, no longer crashes the Bill process.
Imports & Exports	Charge Import Fixes The Charge Imports no longer deletes the CHARGES record of a Charge without creating a replacement CHARGES record. The Equipment Charge Import now validates the Charge Type properly. (e.g. Monthly Recurring, Nonrecurring, etc.)	IN-7652
General	Modified the "Cleanup Audit data" process to use less memory and prevent the Event from crashing.	IN-5973
General	Deleting Messages now also deletes the files attached to the message.
Services	Fixed an issue with the Add Range of Services process that was introduced in version 2021.3.	IN-7670 IN-7726
Service Desk	Consumable Equipment no longer requires a Location on Incidents.	IN-7518
	The Cabling section of the Service Desk Printout now displayed the List Values, instead of the List Codes. Now when a customer renames the Service Desk Cable Action entries, the printout displays the new value(s).		List Values
	Completing Change Actions (with Equipment) and no Move-To Location no longer fails.	IN-7471
	Stopping ARC Charges from Service Desk no longer throw a "Failed to Field Action", or "Failed to Save record" error message when Finalizing an Action.

Release 2021.3.2 (02-07-2022)

Component

Description

Type

Incident(s)

Documentation

Imports & Exports

Fixed a bug that caused some Imports to fail with an invalid date error, even though the file contained valid date/time values.

IN-7624

IN-7700

IN-7701

IN-7702

Release 2021.3.1 (01-20-2022)

Component	Description	Incident(s)	Documentation
Billing	The Bill Completion Export now works with Archived Bills.
	Bill Forward Charges, that have never been billed, no longer incorrectly issue a credit.
	Corrected the BILLDATE parameter in Bill Exports to allow for "YYYYMM" in the export filename.
	Bill Forward Charges will now Prorate when the charge is stopped before Bill Generation with Stop Date in Forward Cycle.	IN-7417	Forum Post Discussion
Cable	Resolves an issue where the non-graphical Cabling Report failed to print correctly from the Service Form.	IN-7497
Cable	The Location Picker is no longer blanked out on the Cable Paths Form when saving the record.
CustomerCenter	Corrected a column misalignment for the My Services/Equipment and Department Services/Equipment widgets.	IN-7299 IN-7569
	Corrected a fatal error that occurred when hiding all widgets in CustomerCenter, or all widgets are already hidden.	IN-7170 IN-7236 IN-7406
	Viewing the Cart in CustomerCenter no longer errors for certain Change Actions; specifically Changes with UDF fields.	IN-7473
Inventory	Adding an Equipment Catalog inventory spec with a threshold now displays the item on the Warehouse Inventory tab. Items with zero quantity will display on the Warehouse Inventory tab grid.	IN-6746 IN-7168
Imports & Exports	Fixed a bug preventing Exports from emailing when using the Office365 Client.	IN-7472
General	Cleaned up some application notices that caused the application to become non-responsive.	IN-7526
	Adding GLA(s) to Equipment and Services (on a new, unsaved, Equipment/Service record) no longer throws an error when trying to save the GLA(s).	IN-7324
	Updating an existing Buiding Address via "Create/Edit New Address" no longer errors upon save.
	Addresses created from the form no longer prioritize the Tenant's default State when the Country is not a "System Use" Country.
	Building Locations no longer incorrectly require the Address Fields.
	Resolves issue where an SSO login (i.e. Shibboleth) may redirect to reset a Native Password when both are available to a user. The prompt should now only occur when using the Native PCR-360 Authorization Adapter.

Release 2021.3 (12-30-2021)

Component	Description	Incident(s)	Documentation
API	Added new validations for Charges The API now verifies a Service is billable when adding a Charge The Owner is required for a new GLA Charge The Override GLA format is validated against the Owner Billing Group GLA format Standardize the parameter charge_catalog_recid for the charge catalog, charge_recid and catalog will still be accepted Prorate may be set only if the BILL_MRC_CHANGE_FORCE_PRORATE config option is set to false The API now validates whole and fractional quantities for Charges An error is thrown if: The amount is provided and the Catalog does not allow overrides A quantity is provided for a Catalog that does not allow a quantity. (The Quantity is only allowed if the Catalog allows a quantity.) The item does not have a Default Expense GLA		Services Equipment GLA Service Desk Actions Contacts Cable Barcode
	The API now supports international addresses.		Contacts API
	Added Billing Group validation when adding new GLA's to a Service. Also added validations for an ownership change in the API		Service API
	Cleaned up a number of notices in the Purchase Order and Barcode API calls:
Catalogs	On the GLA grid, the "Select GLA Format" selector allows switching to the first format if you switched to another.	IN-7323
General	Added two new cleanup Events: Cleans up old Bulk Update History records. (The default timeframe is 365 days) Cleans up old System Message records. (The default timeframe is 365 days)	IN-4442	Tenant Inventory Services Service Desk Messages Events
	Perspectives Grid Changes Admins now have the ability to override the PCR grid defaults (i.e. Perspective Admin Defaults). Admins may now schedule grid reports from the Perspectives Grid Page.	IN-7123	Perspectives Grid Video: Perspectives Grid
	Updates native password hashing to increase security Adds new password hashing Adds manual password expiration to the Users form, and includes a password reset link on the confirmation message Retains legacy hashing to identify old passwords Expires all user passwords so they are forced to be reset using the new hash Note: After the upgrade, all users using the native PCR-360 log-in will have to reset their passwords, this will not affect Shibboleth customers. Adds functionality to reset expired passwords after logging in with them'		Users (Password Management)
	Adding a new widget to the dashboard no longer removes existing widgets from the dashboard.	IN-6659 IN-4951 IN-7114
	Cleaned up a number of homepage/dashboard notices (that were filling up the log in some cases).
	Searching on a date column in Oracle, with certain query strings, no longer throws an error.	IN-6323
	Form Perspectives now save content for rich text editor fields (i.e. WYSIWYG fields).
	International Address support on forms does now supports Custom Countries.
Imports & Exports	Added the user (who imported the file) to the Imports Grid.	IN-4985	Importing a File
	Charge Catalog Import changes: The Import now supports Remarks and Remark Author. The Import now saves the correct value when USE_QUANTITY is set to Disabled The Import no longer blanks out the Amount for Default Charges on existing Equipment Catalogs.	IN-6713	Charge Catalog Imports
	Adds support for NENA 3 compatible E911 Reports.		Enhanced 911 Misc Parameters (Config Settings)
	Imports now support international addresses.
	Removed the extra "Default GLA" import field from the Charge Catalog import.
	Inactive GLAs can now be used with the following imports: Department GLA Permissions Contact GLA Permissions Contact GLA Approvals		Contact Import Location Import GLA Import
Inventory	Purchase Order Remarks and Return Order Remarks now support rich text.		Purchase Order Return Order
	Improved the performance of Equipment Catalog Pickers, specifically the Bulk Add Equipment Catalog Picker.
	The Approved By field on Purchase Orders is now read-only once Closed.
Reports	The Zero / Low Calls Report now includes Archived Call Details data; Added Call Count and Duration Thresholds to the report.	IN-6594	Zero Calls Report
Services	When Bulk-adding Service IDs the message displayed when some of the Service IDs in the range already exist no longer include out-of-range Service IDs.	IN-6692
Service Desk
	Added the Override GLA column to the Service Desk Charges grid.
	Added the Service Desk Action Status column to the Service Order child grids.		Service Desk Tabs
	Charges with Billing Group Pricing are now properly updated when the owner of an Action is changed.
	Completing a Move Action for a Multi-Location Service no longer throws an error when a "To Location" is not specified.	IN-6775

* Indicates external documentation not written by PCR.

Database Changes in 2021.3

Default Schema

Table Name	Change	Table Changes
EVENTS	Updated	Added two new events.
IMPORT_FILES	Updated	ADD `IMPORTED_BY` VARCHAR(20) NULL
IMPORT_RECORD_TYPES_COLS	Updated	Updated data.
TENANTS	Updated	ADD `BULK_UPDATE_HISTORY_DAYS` INT DEFAULT 365 NULL ADD `MESSAGE_DAYS` INT DEFAULT 365 NULL
USERS	Updated	CHANGE COLUMN `PASSWORD` `PASSWORD` VARCHAR(255) NOT NULL COLLATE 'utf8_general_ci' ADD COLUMN `PASSWORD_EXPIRED` TINYINT(1) NOT NULL DEFAULT 1
USERS_PASSWORDS	Updated	Reset the password for all users. CHANGE COLUMN `PASSWORD` `PASSWORD` VARCHAR(255) NOT NULL COLLATE 'utf8_general_ci'
USERS_PERSPECTIVES	Updated	ALTER TABLE `USERS_PERSPECTIVES` MODIFY `USERS_RECID` INT NULL

Metadata Schema

Table Name	Change	Table Changes
No changes

Archive Schema

Table Name	Change	Table Changes
No Changes

2021.2

Release 2021.2 is now available; it is a minor release that contains new features, bug fixes, and refinements.

We will begin scheduling 2021.2 updates on customer Test systems starting, August 30th, 2021.

NOTE: PHP 7.4 IS REQUIRED for this upgrade.

Notable Changes

Added
- Action UDFs to the API.
- International Support: Address Forms now support other countries in addition to the United States.
- A master Perspectives Grid that displays all User Perspectives system-wide.
  - Note: This may affect some existing perspectives and you may need to recreate them.
- Purchase Order Import.
Remarks can now be added to Charge Catalogs via the Form.
User Defined Fields now support Category Inheritance for Services and Equipment.
The Getting Started page in the wiki was revamped to give it an onboarding and training focus (to aid in training new employees and learning PCR-360).

Please review the Database Changes in 2021.2 and make any necessary changes to your AdHoc Grids, Custom Events, and API calls.

Review and Refresh Session(s)

We are planning two Review and Refresh sessions for 2021.2. The first session is scheduled for September 7th at 11:00 AM Eastern, and the second is scheduled for September 8th at 3:00 PM Eastern.

Key

Release 2021.2.9 (07-25-2022)

Component	Description	Incident(s)
Archiving	Service Desk Archiving now correctly moves Service Desk Cabling data on older Service Orders.	IN-8095
Billing	The Service Summary now displays the correct totals for customers who have multiple tax rates.	IN-8085
Cable	Resolves issue where Path To Equipment is not displayed on Ports/Pins/Lens (PPL) Grids when not linked to a PPL record.
CustomerCenter	Adjusted the "Add To Cart" pop-up in CustomerCenter, so it does not obscure the "Go To Cart" link.
CustomerCenter	CustomerCenter now correctly sets the "New Service ID," "Location," and "Rating Group" (for phones and auth codes) to Service Desk Actions.	IN-7718
Imports & Exports	Processing a large call file containing binary data no longer crashes the rating process.	IN-8104 IN-8266
Inventory	The Items at Reorder Point Report now displays items with a Reorder Point of zero that are out of stock.	IN-6746

Release 2021.2.8 (04-28-2022)

Component	Description	Incident(s)	Documentation
Billing	Added GLA Description to Invoices grid.		Invoices
CustomerCenter	The Request Description field now properly limits input to 500 characters.	IN-7850
CustomerCenter	If an error occurs in CustomerCenter, a user with only CustomerCenter Permissions, is no longer presented with an erroneous "Insufficient Permissions" message.	IN-7850
Imports & Exports	Cleaned up a number of Export Format notices generated by scheduled Export events.	IN-7825
Imports & Exports	The GLA Charge, Service Charge, and Equipment Charge Imports will now properly update the stop date on Monthly Recurring Charges that are not "Billing Complete" and already have a stop date.	IN-7720
General	The autocomplete for the Location picker and Warehouse picker now shows the top ten Locations sorted by the full Location Path.	IN-7527
General	Adding a new Service Desk Action UDF to a Catalog with existing UDF Associations no longer removes the existing UDF Associations.
Service Desk	Voiding a Service Order now returns the Cabling on each Action to its original state.	IN-5744 IN-6735
Service Desk	Equipment Permissions set on a Service Catalog are now respected on the Service and Service Desk Action forms.

Release 2021.2.7 (03-11-2022)

Component	Description	Incident(s)	Documentation
API	The Service Desk API no longer applies an SDC automatically to an Action when an SDC is not provided in the API call.	IN-7629
API	The Services API no longer requires the serv_catalog parameter for updates, only on new records.	IN-7394
Billing	Stopping Bill Forward MRC Charges, on the Billed through date, no longer crashes the Bill process.
Imports & Exports	Charge Import Fixes The Charge Imports no longer deletes the CHARGES record of a Charge without creating a replacement CHARGES record. The Equipment Charge Import now validates the Charge Type properly. (e.g. Monthly Recurring, Nonrecurring, etc.)	IN-7652
General	Modified the "Cleanup Audit data" process to use less memory and prevent the Event from crashing.	IN-5973
Service Desk	Consumable Equipment no longer requires a Location on Incidents.	IN-7518
	The Cabling section of the Service Desk Printout now displayed the List Values, instead of the List Codes. Now when a customer renames the Service Desk Cable Action entries, the printout displays the new value(s).		List Values
	Completing Change Actions (with Equipment) and no Move-To Location no longer fails.	IN-7471
	Stopping ARC Charges from Service Desk no longer throw a "Failed to Field Action", or "Failed to Save record" error message when Finalizing an Action.

Release 2021.2.6 (01-20-2022)

Component	Description	Incident(s)	Documentation
Billing	The Bill Completion Export now works with Archived Bills.
	Bill Forward Charges, that have never been billed, no longer incorrectly issue a credit.
	Corrected the BILLDATE parameter in Bill Exports to allow for "YYYYMM" in the export filename.
	Bill Forward Charges will now Prorate when the charge is stopped before Bill Generation with Stop Date in Forward Cycle.	IN-7417	Forum Post Discussion
Cable	Resolves an issue where the non-graphical Cabling Report failed to print correctly from the Service Form.	IN-7497
Cable	The Location Picker is no longer blanked out on the Cable Paths Form when saving the record.
CustomerCenter	Corrected a column misalignment for the My Services/Equipment and Department Services/Equipment widgets.	IN-7299 IN-7569
	Corrected a fatal error that occurred when hiding all widgets in CustomerCenter, or all widgets are already hidden.	IN-7170 IN-7236 IN-7406
	Viewing the Cart in CustomerCenter no longer errors for certain Change Actions; specifically Changes with UDF fields.	IN-7473
Inventory	Adding an Equipment Catalog inventory spec with a threshold now displays the item on the Warehouse Inventory tab. Items with zero quantity will display on the Warehouse Inventory tab grid.	IN-6746 IN-7168
Imports & Exports	Fixed a bug preventing Exports from emailing when using the Office365 Client.	IN-7472
General	Cleaned up some application notices that caused the application to become non-responsive.	IN-7526
	Adding GLA(s) to Equipment and Services (on a new, unsaved, Equipment/Service record) no longer throws an error when trying to save the GLA(s).	IN-7324
	Updating an existing Buiding Address via "Create/Edit New Address" no longer errors upon save.
	Addresses created from the form no longer prioritize the Tenant's default State when the Country is not a "System Use" Country.
	Building Locations no longer incorrectly require the Address Fields.

Release 2021.2.5 (12-20-2021)

Component

Description

Type

Incident(s)

Documentation

Imports & Exports

Corrected an issue preventing the NEW_CONTACT_DEFAULT_BILLING_GROUP flag from working properly for Contact Imports.

IN-7546

Service Desk

Fixed a bug (introduced in 2021.1.3) that prevented Charges from being stopped on the old Service after completing and finalizing a Service Desk Actions.

IN-7300

IN-7319

IN-7396

IN-7523

Release 2021.2.4 (11-18-2021)

Component	Description	Incident(s)	Documentation
API	The Service Desk API now enforces providing a rating group for Auth Codes only when the configuration option USE_RATING_GROUP, is set to true.
Archiving	Archiving Service Desk Items with more than 1000 child items will no longer fail.	IN-6259
Archiving	If BILL_ZERO_COST is set to false, $0.00 nonrecurring charges will be ignored when determining archive eligibility. (i.e. When BILL_ZERO_COST is set to false Service Desk Items with only $0.00 nonrecurring charges can be archived, even if the Service Desk Item has not been Billed)	IN-6970
Billing	Corrected the 2021.1 upgrade process that incorrectly added Call and Usage to Non-Recurring Charges total on Bill grid.	IN-7263
Billing	The View Bill now displays only the lowest level of the Department Hierarchy.		View Bill
Cable	Improved the performance of several Ports/Pins/Lens queries.
Cable	Filtering the port on the Equipment Ports/Pins/Lens grid no longer throws an error.
Catalogs	On the GLA grid, the "Select GLA Format" selector allows switching to the first format if you switched to another.	IN-7323
	GLA components can now be up to 100 characters long, up from 50.
	Disallowing adding a Building inside a Building now works properly for 2021.2 and later.
CustomerCenter	Custom Validation error messages now work correctly in CustomerCenter.	IN-7254
CustomerCenter	Fixed a bug that prevented the Service ID from showing when viewing a Service Request / Order in CustomerCenter. Also changes to the Request Tracking grid to be more descriptive of Orders.	IN-7144
Imports & Exports	Fixed bug where some Service Orders Actions created by Import were not filling in Existing Service's Location, Rating Group, and Reference.
Imports & Exports	The scheduled export email field now supports up to 500 characters, up from 200.	IN-7249 IN-7102 IN-6929
General	Corrected browser scripting issues that caused problems with the following: Bulk adding inventory Sending Coordinator Emails, or Invoice Emails on Approved Bills Opening Service Desk Items from the Manage Service Form Submitting a request	IN-7237 IN-7246 IN-7284 IN-7322
	Restores most Perspectives lost with the 2021.2 upgrades.	IN-7167
	Fixes an issue with International Address support that prevents users from creating and using "Custom" countries. This change removes the "Other International" option in favor of adding "Custom" countries to the Countries list.		List Values
Service Desk	Corrected an issue preventing the creation of Remove Equipment Actions on Service Order Actions, Incidents, etc.	IN-7296 IN-7257
Service Desk	The Append to Service Remarks checkbox no longer unsets itself.	IN-2825 IN-2916 IN-6968 (IN201936573)
Switch Interfaces	Requests made to Inactive Cisco Service hosts no longer cause a fatal error.	IN-7129
Switch Interfaces	Call Forwarding options now save properly on a Directory Number (Cisco). Picker cells on a User-Defined Table, or Cisco forms, no longer display "null" when cleared.	IN-6991

Release 2021.2.3 (10-15-2021)

Component

Description

Type

Incident(s)

Documentation

API

The API no longer requires a rating group when the configuration option USE_RATING_GROUP, is turned off (is false).

IN-7248

Release 2021.2.2 (10-07-2021)

Component	Description	Incident(s)	Documentation
Billing	Added *Waive* to Invoice grid. Waving an Invoice will cancel/void all the changes on that Invoice. Only Billed Invoices can be Waived. Note: This is only available when the Accounts Receivable License is turned on.	IN-6324
	The View Bill permissions now properly hide the turned-off sections of the Bill.
	Credit (negative) Invoices now receive a "Credited to Account" status. The Credit Amount is applied to the Account Totals and any outstanding amount due.	IN-6324
	Billing Exports now execute all scheduled Bill Completion Events instead of the last one.	IN-7102
General	Office 365 Integration Requests coming from Outlook 365 will no longer randomly create requests with dates far into the future. Grid reports can once again be sent from the application when using Outlook 365 for outgoing mail.	IN-7143 IN-7083	Invoices GLA Account Management

Release 2021.2.1 (9-21-2021)

Component	Description	Incident(s)	Documentation
Archiving	Voided Service Desk Items, with charges, are now eligible for Archiving. Previously, a bug prevented Archiving these items.	IN-6911 IN-6756 IN-6954 IN-6988	Service Desk Archive
API	Cleaned up a number of notices that filled up the Error Logs.	IN-6730
API	The API now allows more complete Content-Types for JSON API requests. content-type application/json; charset=UTF-8
Billing	The Bill Coordinator Email now repeats the report header image, GLA, Invoice Number, and Bill Date Range for each GLA in the PDF report.	IN-6731
Billing	Corrected Service and Equipment GLA forms to only update associated charges if the GLA actually changes.
Cable	Fixed an oops error when using the auto search on the PPL picker.	IN-6825 IN-6928 IN-6975 IN-6982
Cable	Adds Cables/Pairs connections without a path to PortsPinsLens grid and Picker.	IN-6776 IN-7049
CustomerCenter	Required Service Desk Action UDFs are now enforced on CustomerCenter Cart Request Actions.	IN-6976
General	Fixed an Oops Error when saving an API Key on MySQL 8.
Imports & Exports	Added an EFFECTIVE_DATE flag to the Service Import to control when any changes to Active MRC charges (starts/stops) take effect.	IN-6629	Service Import
Imports & Exports	The Usage Import now properly populates the SERVICES_RECID.	IN-6983
Inventory	Equipment PPL grids now correctly display User Defined Columns values.	IN-7005
Locations	A more helpful error message is displayed when attempting to open a deleted source record on the Location Usage tab.	IN-6710
Notifications, Escalations, and Events	Added a new config option DISABLE_EMAIL to disable all emails send/receive, without having to alter the .ini file. Users should now define the email from the Tenant record, rather than the .ini file. Note: This value defaults to 'true' for test environments.
	The OAuth2 validation error page now displays what data is missing when a request is rejected for missing data.
	The Email column is no longer required on the Notification Log. Errors caused by missing emails are now properly logged.	IN-6813
	Notification/Escalations now have both Action UDFs and Action Service UDFs data available.
Service Desk	Corrected the Equipment Picker logic to only include Equipment with the correct status. (i.e. an Add Equipment Action only Allows Unassigned Equipment)	IN-6191
	Stopping Charges from a Service Order Remove Action will now delete any unbilled Charges on the Service if those charges are set to start billing after the Finalization Date.	IN-6616
	The Service Desk Cabling grid buttons now launch the correct form.	IN-7065
	The Inventory Fulfillment Purchase Order picker now shows Open and Closed Purchase Orders.	IN-5950
	Fixed an error thrown when Staging Unit Equipment from the Warehouse Action form.

Release 2021.2 (08-27-2021)

Component	Description	Incident(s)	Documentation
API	Phone Service Rating Group can now be sent to the Service Desk API when creating or updating Actions.		Service Desk API
	Added Action UDFs to the API. Note: A UDF cannot be added to a Service and an Action simultaneously.		Service Desk API User Defined Fields
	Clarified the API error text for Service Charges, Equipment Charges, and GLA charges. 'recid is invalid' is returned if the sent recid is not a valid charge 'stop_date cannot be set for billing complete charges' if a stop date is sent for a billing complete charge 'stop_date cannot be set for nonrecurring charges' is returned if a stop date is sent for nonrecurring charges	IN-4137
	The Service Desk API endpoint now only allows "Available" Services on Add Actions.		Service Desk API
Billing	Billed Annual Recurring Charges (ARCs) are now properly stopped when a Charge Catalog is deactivated
	Added Specified Date to Charge Catalog deactivation prompt, allowing the user to pick a specific date to Stop Charges.
	The buttons on the master Charges and Bill Details grids no longer trigger "Open Source" when a record is selected.	IN-6102
Cable	Added the Port Alias to the fields copied when performing a full Ports/Pins/Lens copy from one piece of Equipment to another.	IN-3755 IN-6691	Inventory Ports/Pins/Lens
Catalogs	Remarks can now be added to Charge Catalogs via the Form.
CustomerCenter	Work Orders can now be viewed from CustomerCenter.		Request Tracking Work Order Service Desk
General	User Defined Fields now support Category Inheritance for Services and Equipment.		User Defined Fields
	Added a Perspectives Grid that displays all User Perspectives system-wide. Note: This may affect some existing perspectives and you may need to recreate them.	IN-2981	Perspectives Grid User Management
	Added International Support: Address Forms now support other countries in addition to the United States.	IN-6003	Workers/Contact Address Tab Vendor Address Tab Department Hierarchy Address Tab GLA Address Tab
	Remarks can now be restricted to Administrative Users and the Original Author. Configuration Options (REMARKS_EDITABLE): All Users, No Users, Admin Users, or Admin Users and Original Author.		Configuration Guide: Misc Parameters
	On Remarks grids, the "User" column header was changed to "Modified By" and an "Author Column" was added to indicate who added the Remark.		GLA Activity/Remarks Tab Service Remarks Tab
	Grids now limit the number of selected rows to 400.	IN201935032	Bulk Update on Inventory Service Desk Bulk Update
	Printing dashboard widgets no longer generates an error.	IN-6128	Printing Widgets
Imports & Exports	Added a Purchase Order Import.	IN-6198	Purchase Order Import
Inventory	Added Barcode Physical Inventory. Note: This feature requires the purchase of the Barcode Module.		Barcode Physical Inventory
Inventory	Added a New Inventory Fulfillment selection when staging Equipment on Warehouse Actions now gives you the option of limiting selected Equipment to specific Purchase Orders, any Equipment, or any Equipment not on a Purchase Order.	IN-5950	Warehouse Actions Service Desk Equipment
Service Desk
Service Desk	Corrected the Service Desk Action Charges tab and form to default the Prorate flag when the Service Catalog Prorate flag is selected.	IN-5968

* Indicates external documentation not written by PCR.

Database Changes in 2021.2

Default Schema

Table Name	Change	Table Changes
ADDRESSES	Updated	ADD `ADDRESS_COUNTRIES_LISTS_RECID` INT NULL; MODIFY (`CITY` VARCHAR2(100) NULL); MODIFY (`STATE` VARCHAR2(50) NULL); MODIFY (`ZIP_CODE` VARCHAR2(10) NULL);
BARCODE_PHYS_INV	New
BARCODE_PHYS_INV_ASSETS	New
BARCODE_PHYS_INV_UNITS	New
CHRG_CATALOG_REMARKS	New
CONTACTS_REMARKS	Updated	ADD `AUTHOR_CONTACTS_RECID` INT NULL;
DEPT_HIERARCHY_REMARKS	Updated	ADD `AUTHOR_CONTACTS_RECID` INT NULL;
EQUIPMENT_REMARKS	Updated	ADD `AUTHOR_CONTACTS_RECID` INT NULL;
GLA_ACTIVITY	Updated	ADD `AUTHOR_CONTACTS_RECID` INT NULL;
LOCATIONS_REMARKS	Updated	ADD `AUTHOR_CONTACTS_RECID` INT NULL;
PAYMENTS_REMARKS	Updated	ADD `AUTHOR_CONTACTS_RECID` INT NULL;
PURCHASE_ORDER_ACTIVITY	Updated	ADD `AUTHOR_CONTACTS_RECID` INT NULL;
RETURN_ORDER_ACTIVITY	Updated	ADD `AUTHOR_CONTACTS_RECID` INT NULL;
SERVICE_DESK_ACTIVITY	Updated	ADD `AUTHOR_CONTACTS_RECID` INT NULL;
SERVICES_REMARKS	Updated	ADD `AUTHOR_CONTACTS_RECID` INT NULL;
USER_DEFINED_FIELDS_ASSOC	Updated	ADD `INHERITANCE` TINYINT(1) DEFAULT NULL NULL;
USERS_PERSPECTIVES	Updated	MODIFY IDENTIFIER VARCHAR(100) NULL;

Metadata Schema

Table Name	Change	Table Changes
No changes

Archive Schema

Table Name	Change	Table Changes
No Changes

2021.1

Release 2021.1 is now available; it is a major release that contains many new features, bug fixes, and refinements. This is also our next Long Term Support (LTS) release. Version 2021.1 replaces 2019.7 as our LTS release, meaning 2019.7 is no longer supported. An LTS release is a Major Release that PCR will support for at least 12 months. All other releases are supported for two release cycles. LTS Releases will be patched (as a hotfix) for any Critical or High Impact bugs applied after a release. These include (but are not limited to): service-impacting issues, billing issues, or charge-related bugs. These issues have no workaround, or the workaround is cumbersome. Once the next LTS is released, PCR will work with customers to move them to the next LTS release.

NOTE: PHP 7.4 IS REQUIRED for this upgrade.

We will begin scheduling 2021.1 updates on customer Test systems starting, May 17th, 2021.

Notable Changes

Dropped official support of Internet Explorer
Added a Right-Click Menu option "Copy Cell" to all grids to allow users to copy cell content from grids.
Updated Server Support & Requirements
- MySQL 8 Support: Upgrading to MySQL 8
- Ubuntu Support
- PHP 7.4 Is required: PHP 7.4 Upgrade
- Updated System Requirements
Optimized the Bill Generation process to run faster. Added additional output to the Bill Process Report.
Bill Grid Column Changes:
- Change the "Total" column name to "Sub Total" moved to end
- Moved "Total Tax" to be the last column
- Added "Annual", "Semi-Annual", and "Quarterly" columns
- Added a new column for the "Grand Total" to replace "Total"
- Removed "Services w/MRC" and "Services w/o MRC" columns
Opening a picker now moves focus to the search field on the picker.
Added an Equipment Charge Import.
Numerous Call Import Fixes
Completed Service Desk Actions will no longer Finalize if charges exist on the Action and the Service is not billable.
On the Service Desk Charges tab, the MRC and NRC total labels on the bottom have been changed to "Estimated MRC Total" and "Estimated NRC Total" and no longer include stopped charges in their calculation.
Added a New AdHoc grids to the AdHoc Grid Library.
- Bill Details Transactions Query including Charge Quantities
- Scheduled Reports by User (User Perspectives)

Please review the Database Changes in 2021.1 and make any necessary changes to your AdHoc Grids, Custom Events, and API calls.

Review and Refresh Session(s)

We are planning two Review and Refresh sessions for 2021.1. The first session is scheduled for May 19th at 11:00 AM Eastern, and the second is scheduled for May 20th at 3:00 PM Eastern.

Key

Release 2021.1.10 (07-25-2022)

Component	Description	Incident(s)
Archiving	Service Desk Archiving now correctly moves Service Desk Cabling data on older Service Orders.	IN-8095
Billing	The Service Summary now displays the correct totals for customers who have multiple tax rates.	IN-8085
Cable	Resolves issue where Path To Equipment is not displayed on Ports/Pins/Lens (PPL) Grids when not linked to a PPL record.
CustomerCenter	Adjusted the "Add To Cart" pop-up in CustomerCenter, so it does not obscure the "Go To Cart" link.
CustomerCenter	CustomerCenter now correctly sets the "New Service ID," "Location," and "Rating Group" (for phones and auth codes) to Service Desk Actions.	IN-7718
Imports & Exports	Processing a large call file containing binary data no longer crashes the rating process.	IN-8104 IN-8266
Inventory	The Items at Reorder Point Report now displays items with a Reorder Point of zero that are out of stock.	IN-6746

Release 2021.1.9 (04-28-2022)

Component	Description	Incident(s)	Documentation
Billing	Added GLA Description to Invoices grid.		Invoices
CustomerCenter	The Request Description field now properly limits input to 500 characters.	IN-7850
CustomerCenter	If an error occurs in CustomerCenter, a user with only CustomerCenter Permissions, is no longer presented with an erroneous "Insufficient Permissions" message.	IN-7850
Imports & Exports	Cleaned up a number of Export Format notices generated by scheduled Export events.	IN-7825
Imports & Exports	The GLA Charge, Service Charge, and Equipment Charge Imports will now properly update the stop date on Monthly Recurring Charges that are not "Billing Complete" and already have a stop date.	IN-7720
General	The autocomplete for the Location picker and Warehouse picker now shows the top ten Locations sorted by the full Location Path.	IN-7527
General	Adding a new Service Desk Action UDF to a Catalog with existing UDF Associations no longer removes the existing UDF Associations.
Service Desk	Voiding a Service Order now returns the Cabling on each Action to its original state.	IN-5744 IN-6735
Service Desk	Equipment Permissions set on a Service Catalog are now respected on the Service and Service Desk Action forms.

Release 2021.1.8 (03-11-2022)

Component	Description	Incident(s)	Documentation
API	The Service Desk API no longer applies an SDC automatically to an Action when an SDC is not provided in the API call.	IN-7629
API	The Services API no longer requires the serv_catalog parameter for updates, only on new records.	IN-7394
Billing	Stopping Bill Forward MRC Charges, on the Billed through date, no longer crashes the Bill process.
Imports & Exports	Charge Import Fixes The Charge Imports no longer deletes the CHARGES record of a Charge without creating a replacement CHARGES record. The Equipment Charge Import now validates the Charge Type properly. (e.g. Monthly Recurring, Nonrecurring, etc.)	IN-7652
General	Modified the "Cleanup Audit data" process to use less memory and prevent the Event from crashing.	IN-5973
Service Desk	Consumable Equipment no longer requires a Location on Incidents.	IN-7518
	The Cabling section of the Service Desk Printout now displayed the List Values, instead of the List Codes. Now when a customer renames the Service Desk Cable Action entries, the printout displays the new value(s).		List Values
	Completing Change Actions (with Equipment) and no Move-To Location no longer fails.	IN-7471
	Stopping ARC Charges from Service Desk no longer throw a "Failed to Field Action", or "Failed to Save record" error message when Finalizing an Action.

Release 2021.1.7 (01-20-2022)

Component	Description	Incident(s)	Documentation
Billing	The Bill Completion Export now works with Archived Bills.
	Bill Forward Charges, that have never been billed, no longer incorrectly issue a credit.
	Corrected the BILLDATE parameter in Bill Exports to allow for "YYYYMM" in the export filename.
	Bill Forward Charges will now Prorate when the charge is stopped before Bill Generation with Stop Date in a Forward Cycle.	IN-7417	Forum Post Discussion
Cable	Resolves an issue where the non-graphical Cabling Report failed to print correctly from the Service Form.	IN-7497
Cable	The Location Picker is no longer blanked out on the Cable Paths Form when saving the record.
CustomerCenter	Corrected a column misalignment for the My Services/Equipment and Department Services/Equipment widgets.	IN-7299 IN-7569
CustomerCenter	Corrected a fatal error that occurred when hiding all widgets in CustomerCenter, or all widgets are already hidden.	IN-7170 IN-7236 IN-7406
Inventory	Adding an Equipment Catalog inventory spec with a threshold now displays the item on the Warehouse Inventory tab. Items with zero quantity will display on the Warehouse Inventory tab grid.	IN-6746 IN-7168
Imports & Exports	Fixed a bug preventing Exports from emailing when using the Office365 Client.	IN-7472
General	Cleaned up some application notices that caused the application to become non-responsive.	IN-7526
General	Adding GLA(s) to Equipment and Services (on a new, unsaved, Equipment/Service record) no longer throws an error when trying to save the GLA(s).	IN-7324

Release 2021.1.6 (12-20-2021)

Component

Description

Type

Incident(s)

Documentation

Imports & Exports

Corrected an issue preventing the NEW_CONTACT_DEFAULT_BILLING_GROUP flag from working properly for Contact Imports.

IN-7546

Service Desk

Fixed a bug (introduced in 2021.1.3) that prevented Charges from being stopped on the old Service after completing and finalizing a Service Desk Actions.

IN-7300

IN-7319

IN-7396

IN-7523

Release 2021.1.5 (11-15-2021)

Component	Description	Incident(s)	Documentation
Archiving	Archiving Service Desk Items with more than 1000 child items will no longer fail.	IN-6259
Archiving	If BILL_ZERO_COST is set to false, $0.00 nonrecurring charges will be ignored when determining archive eligibility. (i.e. When BILL_ZERO_COST is set to false Service Desk Items with only $0.00 nonrecurring charges can be archived, even if the Service Desk Item has not been Billed)	IN-6970
Billing	Corrected the 2021.1 upgrade process that incorrectly added Call and Usage to Non-Recurring Charges total on Bill grid.	IN-7263
Billing	The View Bill now displays only the lowest level of the Department Hierarchy.		View Bill
Cable	Improved the performance of several Ports/Pins/Lens queries.
Cable	Filtering the port on the Equipment Ports/Pins/Lens grid no longer throws an error.
Catalogs	On the GLA grid, the "Select GLA Format" selector allows switching to the first format if you switched to another.	IN-7323
Catalogs	GLA components can now be up to 100 characters long, up from 50.
CustomerCenter	Custom Validation error messages now work correctly in CustomerCenter.	IN-7254
CustomerCenter	Fixed a bug that prevented the Service ID from showing when viewing a Service Request / Order in CustomerCenter. Also changes to the Request Tracking grid to be more descriptive of Orders.	IN-7144
Imports & Exports	Fixed bug where some Service Orders Actions created by Import were not filling in Existing Service's Location, Rating Group, and Reference.
Imports & Exports	The scheduled export email field now supports up to 500 characters, up from 200.	IN-7249 IN-7102 IN-6929
Service Desk	Corrected an issue preventing the creation of Remove Equipment Actions on Service Order Actions, Incidents, etc.	IN-7296 IN-7257
Service Desk	The Append to Service Remarks checkbox no longer unsets itself.	IN-2825 IN-2916 IN-6968 (IN201936573)
Switch Interfaces	Requests made to Inactive Cisco Service hosts no longer cause a fatal error.	IN-7129
Switch Interfaces	Call Forwarding options now save properly on a Directory Number (Cisco). Picker cells on a User-Defined Table, or Cisco forms, no longer display "null" when cleared.	IN-6991

Release 2021.1.4 (10-07-2021)

Component	Description	Incident(s)	Documentation
Billing	Added *Waive* to Invoice grid. Waving an Invoice will cancel/void all the changes on that Invoice. Only Billed Invoices can be Waived. Note: This is only available when the Accounts Receivable License is turned on.	IN-6324
	The View Bill permissions now properly hide the turned-off sections of the Bill.
	Credit (negative) Invoices now receive a "Credited to Account" status. The Credit Amount is applied to the Account Totals and any outstanding amount due.	IN-6324
	Billing Exports now execute all scheduled Bill Completion Events instead of the last one.	IN-7102
General	Office 365 Integration Requests coming from Outlook 365 will no longer randomly create requests with dates far into the future. Grid reports can once again be sent from the application when using Outlook 365 for outgoing mail.	IN-7143 IN-7083	Invoices GLA Account Management

Release 2021.1.3 (9-21-2021)

Component	Description	Incident(s)	Documentation
Archiving	Voided Service Desk Items, with charges, are now eligible for Archiving. Previously, a bug prevented Archiving these items.	IN-6911 IN-6756 IN-6954 IN-6988	Service Desk Archive
API	Cleaned up a number of notices that filled up the Error Logs.	IN-6730
API	The API now allows more complete Content-Types for JSON API requests. content-type application/json; charset=UTF-8
Billing	The Bill Coordinator Email now repeats the report header image, GLA, Invoice Number, and Bill Date Range for each GLA in the PDF report.	IN-6731
Billing	Corrected Service and Equipment GLA forms to only update associated charges if the GLA actually changes.
Cable	Fixed an oops error when using the auto search on the PPL picker.	IN-6825 IN-6928 IN-6975 IN-6982
Cable	Adds Cables/Pairs connections without a path to PortsPinsLens grid and Picker.	IN-6776 IN-7049
CustomerCenter	Required Service Desk Action UDFs are now enforced on CustomerCenter Cart Request Actions.	IN-6976
General	Fixed an Oops Error when saving an API Key on MySQL 8.
Imports & Exports	Added an EFFECTIVE_DATE flag to the Service Import to control when any changes to Active MRC charges (starts/stops) take effect.	IN-6629	Service Import
Imports & Exports	The Usage Import now properly populates the SERVICES_RECID.	IN-6983
Inventory	Equipment PPL grids now correctly display User Defined Columns values.	IN-7005
Locations	A more helpful error message is displayed when attempting to open a deleted source record on the Locations' Usage tab.	IN-6710
Notifications, Escalations, and Events	Added a new config option DISABLE_EMAIL to disable all emails send/receive, without having to alter the .ini file. Users should now define the email from the Tenant record, rather than the .ini file. Note: This value defaults to 'true' for test environments.
	The OAuth2 validation error page now displays what data is missing when a request is rejected for missing data.
	The Email column is no longer required on the Notification Log. Errors caused by missing emails are now properly logged.	IN-6813
	Notification/Escalations now have both Action UDFs and Action Service UDFs data available.
Service Desk	Corrected the Equipment Picker logic to only include Equipment with the correct status. (i.e. an Add Equipment Actions only Allows Unassigned Equipment)	IN-6191
	Stopping Charges from a Service Order Remove Action will now delete any unbilled Charges on the Service if those charges are set to start billing after the Finalization Date.	IN-6616
	The Service Desk Cabling grid buttons now launch the correct form.	IN-7065

Release 2021.1.2 (7-16-2021)

Component	Description	Incident(s)	Documentation
API	The API will now clear the Contact Owner RECID if a Department Owner is set and clear the Department Owner RECID if a Contact Owner is set.	IN-4965
Billing	Corrected the display of the "Tax Total" and "Sub Total" columns on the Bill grid when Taxes are disabled.	IN-6689
CustomerCenter	Single quotes in a Catalog Titles used for CustomerCenter no longer cause issues with the shopping pages.	IN-6278
Cable	Optimized the Ports/Pins/Lens Picker.	IN-6312
General	Cleaned up a number of Warnings and Notices showing up in the Error Logs.	IN-6195
Inventory	Using the basic search on the Warehouse Actions grid no longer produces an error.	IN-6615
Imports & Exports	The Service Import will no longer crash when adding Equipment to a Service if more than one Equipment record is found with the same Equipment ID.	IN-6597
	For Calls Import Formats, the duration formatting of the Fixed Rate interval fields now works properly.
	Contact Import now allows attaching Inactive GLAs as GLA Permissions and GLA Approvals	IN-6137
Notifications, Escalations, and Events	Added Original Inquiry Number "INQUIRY_EMAIL_NUMBER" to event filters for Notifications/Escalations for all the ServiceDesk Events. It will be populated if the Service Desk item started as an Inquiry.	IN-6204	Notifications
Notifications, Escalations, and Events	Fixed an issue where a Notification with a missing recipient attempted to send an email (using the Office 365 adapter) with a blank recipient.	IN-6575 IN-6027 IN-6677 IN-6718
Service Desk	Corrected an issue that recreated SDC Workflow on save for Estimates, Inquiries, and Work Orders.	IN-6635
	Resolves Fatal Error when Printing a Task Action with no Service Catalog.	IN-6617
	Retired Equipment is no longer displayed on the Service Desk Equipment Picker when Staging Equipment from Warehouse Actions.	IN-6191
	Users can once again delete Cabling from Change Actions; a bug in 2021.1 prevented deletion of Cable Entries on Service Desk Actions.	IN-6717

Release 2021.1.1 (5-27-2021)

Component	Description	Incident(s)	Documentation
API	The GLA List command for the Services and Equipment API no longer returns GLA formats instead of the actual GLA values.
Billing	Aggregate data processed and saved with a Vendor Charge Audit (Expense Management) Import is no longer carried over between Import Files that are processed at the same time.
Billing	Billing Service Fees for Accounts Receivable no longer causes an error.
CustomerCenter	Permitted GLAs for a Request are now limited to the intersection of the Coordinator's Permitted GLAs and the Department's permitted GLAs.		Shopping
	Stand Alone Equipment quantities are now handled correctly when adding multiple quantities from the shopping pages.
	The Order Summary page now shows the correct UDF data, rather than a RECID for drop-down UDFs.	IN-6028
	Fixed an issue that sometimes caused the CustomerCenter page numbers to be ghosted out on the My Services/Equipment and Department Services/Equipment widget grids.	IN-6048
	Cleaned up system notices in CustomerCenter.	IN-6080
Imports & Exports	All of the Charge Imports no longer allow setting the Stop Date before the Start Date.	IN-6024
Imports & Exports	Cleaned up dataIsNotDifferent index error on Imports; these errors were building up in the System Log table.
Notifications, Escalations, and Events	Escalation Criteria now handles Checkbox Data Correctly.	IN-6250
People	The Contact Default GLA is no longer required on the Contact GLA Permissions tab. When you select a Contact Default GLA on a Contact record, it is no longer applied automatically to the Contacts GLA Permissions tab.
Service Desk	Completing Work Order with Consumable Equipment on it will no longer generate an error.	IN-6060 IN-6196

Release 2021.1 (05-17-2021)

Component	Description	Incident(s)	Documentation
API	The API can now add and update Service Desk Workflow records.	IN-6147	Service Desk API Calls
	Added the API call request parameters to the API Request Log.		API Request Log
	Added a Barcode API transaction type of 'po_receive'. This allows Equipment on a Purchase Order to be received via the API.		Barcode API Calls
	The Equipment API will now set the Warranty End Date automatically when a 'received date' is provided and the Equipment Catalog has a warranty.		Equipment API Calls
Billing	Added the Error column to the Call Details grid.		Call Details
	Added a new Configuration Option for Coordinator Email Subject. Changed the "Email Coordinator" form to use a WYSIWYG editor.	IN-5084	Billing Parameters Bills
	Optimized the Bill Generation process to run faster. Added additional output to the Bill Process Report	IN-5035 IN-5782	Bills
	Bill Grid Column Changes: Change the "Total" column name to "Sub Total" moved to end Moved "Total Tax" to be the last column Added "Annual", "Semi-Annual", and "Quarterly" columns Added a new column for the "Grand Total" to replace "Total" Removed "Services w/MRC" and "Services w/o MRC" columns	IN-5893 IN-6009 IN-6023	Billing
	The Bill Archive process now only Archives a specific Bill.	IN201935142
	On the Call Detail Errors grid, the Service Host column header has been changed from 'Name' to 'Service Host'.
	The Bill Forward and Bill Backward flags can no longer be changed on existing MRC Charge Catalogs. This will prevent data problems caused by Changing a Charge Catalog from non-Bill Forward to Bill Forward and vice-versa.
	Calls with Expense Type Object Code Overrides now Bill properly.	IN-6223 IN-6224
	Manually adding Call Details no longer fails to populate the dialed number, originating number, and/or auth code values in the grid.
	Fixed issue preventing Alternate Recurring Charges from Stopping.
Cable	Added the Parent Equipment ID and edit button to the Ports/Pins/Lens form.	IN-6225	Cable Ports/Pins/Lens Inventory Ports/Pins/Lens Ports/Pins/Lens Grid Ports/Pins/Lens Form
	The Cabling Equipment Port copy form now properly copies the port speed.
	The Cable Path Legs form and Service Desk Cabling - Paths Legs form now auto-populate both sides of the path when a PPL is selected.	IN-3087
	The Equipment PPL grid no longer shows the wrong cable name when a PPL is connected to more than one pair by removing: corrects duplicated Cable Names in PPL Grids when a PPL is assigned on multiple Cables This fix also optimizes the PPL data queries.
Catalogs	Adding a Building inside of another Building is no longer allowed. Added a Building Group Location Type to allow grouping multiple buildings under a single Location that is not a site. (i.e. in cases where a building has multiple entrances with a 911 address).	IN-4313	Location Catalogs
	Inactive Vendors no longer appear in the list when using the Add Existing Vendor button.	IN-5169
	Deactivating a Charge Catalog now properly deletes the ARC and NRC Charges.
	Adding a new Location now triggers the event to update the full Location path. Previously, when the event did not trigger, it could be difficult to use the new Location on Equipment or Services.
CustomerCenter	The CustomerCenter menu links now support a length of up to 500 characters.	IN-5700
	Now, when News and Alerts are displayed on CustomerCenter the Urgency is reflected using the color scheme: green, yellow, red, (for low, medium, and high).
	The Request Tracking grid now wraps rather than overflow horizontally.
	Editing a link in the CustomerCenter Favorites widget now updates the widget with the changes instead of creating a new widget.
General	MySQL 8 Support Ubuntu Support PHP 7.4 is Required		Upgrading to MySQL 8 PHP 7.4 Upgrade Updated System Requirements
	Added a Right-Click Menu option "Copy Cell" to all grids to allow users to copy cell content from grids.		The Grid
	Opening a picker now moves focus to the search field on the picker.
	Added Custom Validation support for Attachment tables.
	The Bulk Update Confirmation Forms now require the user to enter the number of records that will be updated.	IN-4992 IN-3638	Bulk Update Forum Discussion Services Bulk Update Equipment Bulk Update Service Desk Bulk Update
	The Bookmarks section no longer requires a refresh to display recently added items.
	The "By Type and Service Catalog" Dashboard Widget no longer throws an error on drill-down.	IN-3629
	The state of the Both/Service/Equipment button on the "Manage Phone Services" charges tab, can now be saved with a perspective.	IN-4964 Users Group 2020
	Cleaned up a number of notices that filled up the Error Logs.
Imports & Exports	Added an Equipment Charge Import.	IN-6088	Equipment Charge Import
	Added the Service Recid and Service Swap Recid fields to the Service Order Import, to support Services that have blank Service ID.		Service Order Imports
	Added the Service Recid field to the Usage Import, to support Services that have blank Service ID.		Calls Import Usage Import
	Improved logic to look up Service ID for Calls and Usage imports.
	Archiving Call Details will no longer throw a "Duplicate Error" when a duplicate call already exists in an Archive table.	IN-5234
	Call Import Fixes The Import no longer crashes when setting the Call Type to Ignore. The Import will no longer crash when a mapped Service Host error is combined with another call error. The Import no longer crashes when a LATA value is over 3 digits long. Invalid Call Types no longer cause the Import to crash. The Import will now look up Location values if the Location fields were mapped, but blank values were provided in the file. The Import no longer locks up when a decimal duration value is used with duplicate call records. The Import no longer fills the Error Log Explorer with warnings triggered by processing some 7-digit number calls. Format Errors on any field no longer causes the Import to crash. A Blank or Invalid Bill Date in the Import file no longer causes the Import to crash. Format Errors no longer trigger a "Lists Lookup" SQL error.	IN-2833 IN-5132	Call Imports
	Several Usage Import crashes were fixed.
	The Import Format field is no longer ignored in the Call Details 'Rerate Calls' popup.	IN-6136
	Fixed several different Import crashes caused by not mapping some child tab fields.
	Service Order Import Fixes The Import now properly reports all validation errors. The Import no longer crashes if the Service or the Service Catalog is not found.
	The Equipment Import will now set the warranty end date automatically when a 'received date' is provided, and the Equipment Catalog has a warranty.		Equipment Import
Inventory	Added columns for Serial Number, Equipment ID, and Associated Service ID to the Warehouse Actions Grid	IN-4272 Users Group 2020	Warehouse Actions
Inventory	Added an Equipment Condition column to the Equipment picker grid of the Return Orders form.		Return Order
Services	Corrected an issue with the Services grid, which should also improve load times for Oracle customers.
Services	Fixed Phone Service form perspective error when a Catalog was set on the perspective.
Service Desk	Added an SLA column to the Incident Grid.	IN201833009	Incidents
	Added an SDC Type column to the Service Desk Classification grid to aid in searching for a specific SDC.		Service Desk Classification (SDC)
	Added the SDC Name column to the 'Add Existing' Workflow picker in the Service Desk Classifications grid	IN-3809	Service Desk Classification (SDC)
	Added a column to the Multi-Location picker that shows the number of Path Legs assigned in the Location.	IN-5097
	Completed Service Desk Actions will no longer Finalize if charges exist on the Action and the Service is not billable.		Service Desk Charges
	On the Service Desk Charges tab, the MRC and NRC total labels on the bottom have been changed to "Estimated MRC Total" and "Estimated NRC Total" and no longer include stopped charges in their calculation.	Users Group 2016	Service Desk Charges
	Clicking on the Service ID field in the Service Desk View Path Report (when a Service does not exist on an Add Action) no longer triggers an error.
	The Service ID column on the Service Desk Action grid now allows filtering by non-formatted Service IDs.	IN-3810
	Service Desk Charges will now update with Billing Group Pricing, from a Contact Owner's Department Billing Group, if a Billing Group is not set for the Contact.
	Disconnect, Swap, and Service ID Actions are now able to view the Path from the Cabling tab.
	Fixed an error from the Service Desk 360 Wizard which would happen if the user set a Request Date on the Wizard and if the Service had a remark on it already.	IN-3257 IN-4376 IN-4466 IN-4467 IN-5668
	Opening a Service Desk record from a Service/Equipment Activity Grid will now display the "Last Modified" information.	IN-5056 IN-5875
	Fixed bug that prevented adding a Path Legs from Incident Requests and Incident Reports.	IN-5004
	Deleting a Swap Action now properly restores the PPL/Pair/Strand Status.	IN-5744
	Fixed issue when a single unit of Equipment is completed for a multi-unit piece of Equipment the entire Equipment record was updated.	IN-5627
	Service Orders will no longer error when completing them with at least two Actions of different change types.	IN-5686 IN-5924
	Inactive Contacts are no longer displayed in the email field when using the Request Update Form on Service Desk Workflow.	IN-5675

* Indicates external documentation not written by PCR.

Database Changes in 2021.1

Default Schema

Table Name	Change	Table Changes
MENU	updated	Increased field size to 500 characters
USERS_PREFERENCES	updated	Updated Value column
BILLS	updated	DROP COLUMN `TOLL`; DROP COLUMN `LOCAL`; DROP COLUMN `MRC_SERVICES`; DROP COLUMN `NON_MRC_SERVICES`; DROP COLUMN `CALLS_DURATION`; CHANGE `MRC` `MONTHLY_RECURRING` DECIMAL(18,5) DEFAULT 0; CHANGE `NRC` `NONRECURRING` DECIMAL(18,5) DEFAULT 0; ADD `ANNUAL_RECURRING` DECIMAL(18,5) DEFAULT 0 NULL; ADD `SEMI_ANNUAL` DECIMAL(18,5) DEFAULT 0 NULL; ADD `QUARTERLY` DECIMAL(18,5) DEFAULT 0 NULL;
BILLS_PROCESSLOG	updated	ADD INDEX `BILLS_PROCESSLOG_3` (`BILLS_RECID`, `RECORD_RECID`, `RECORD_TABLE`)

Metadata Schema

Table Name	Change	Table Changes
No changes

Archive Schema

Table Name	Change	Table Changes
No Changes

2020

2020.4

Release 2020.4 is now available; it is a major release that contains many new features, bug fixes, and refinements.

We will begin scheduling 2020.4 updates on customer Test systems starting, January 14th, 2021.

Notable Changes

Significant changes to Contact GLA Permissions. Forum Discussion of the changes.
Optimized the Cable Maintenance Grid.
CustomerCenter
- Added User Preferences to CustomerCenter
- The Change Request Menu on CustomerCenter is now customizable.
- Added Custom Font Options.
Added Email support for the Office365 REST Client with OAuth.
Added Custom Logic (API, Events, Validation) Debug command and tab.
Modified the Inventory Overview Grid inventory count columns.

Please review the Database Changes in 2020.4 and make any necessary changes to your AdHoc Grids, Custom Events, and API calls.

Review and Refresh Session(s)

We are planning two Review and Refresh sessions for 2020.4. The first session is scheduled for January 26th at 11:00 AM Eastern, and the second is scheduled for January 27th at 3:00 PM Eastern.

Key

Release 2020.4.6 (9-21-2021)

Component	Description	Incident(s)	Documentation
Archiving	Voided Service Desk Items, with charges, are now eligible for Archiving. Previously, a bug prevented Archiving these items.	IN-6911 IN-6756 IN-6954 IN-6988	Service Desk Archive
Billing	The Bill Coordinator Email now repeats the report header image, GLA, Invoice Number, and Bill Date Range for each GLA in the PDF report.	IN-6731
CustomerCenter	Required Service Desk Action UDFs are now enforced on CustomerCenter Cart Request Actions.	IN-6976
Notifications, Escalations, and Events	Added a new config option DISABLE_EMAIL to disable all emails send/receive, without having to alter the .ini file. Users should now define the email from the Tenant record, rather than the .ini file. Note: This value defaults to 'true' for test environments.
Notifications, Escalations, and Events	The Email column is no longer required on the Notification Log. Errors caused by missing emails are now properly logged.	IN-6813

Release 2020.4.5 (7-16-2021)

Component	Description	Incident(s)
CustomerCenter	Single quotes in a Catalog Titles used for CustomerCenter no longer cause issues with the shopping pages.	IN-6278
Cable	Optimized the Ports/Pins/Lens Picker.	IN-6312
Imports & Exports	The Service Import will no longer crash when adding Equipment to a Service if more than one Equipment record is found with the same Equipment ID.	IN-6597
	For Calls Import Formats, the duration formatting of the Fixed Rate interval fields now works properly.
	Contact Import now allows attaching Inactive GLAs as GLA Permissions and GLA Approvals.	IN-6137
Notifications, Escalations, and Events	Fixed an issue where a Notification with a missing recipient attempted to send an email (using the Office 365 adapter) with a blank recipient.	IN-6575 IN-6027 IN-6677 IN-6718
Service Desk	Corrected an issue that recreated SDC Workflow on save for Estimates, Inquiries, and Work Orders.	IN-6635
Service Desk	Resolves Fatal Error when Printing a Task Action with no Service Catalog.	IN-6617

Release 2020.4.4 (5-27-2021)

Component	Description	Incident(s)	Documentation
Billing	Removed the Service w/MRC and Service w/o MRC columns from the Bills grid.	IN-6137	Counts of Services on a Bill based on Charge Type Forum Posts: Bill Grid Columns Changes to Bill Generation Grid
	Billing Service Fees for Accounts Receivable no longer causes an error.
	Aggregate data processed and saved with a Vendor Charge Audit (Expense Management) Import is no longer carried over between Import Files that are processed at the same time.
CustomerCenter	Permitted GLAs for a Request are now limited to the intersection of the Coordinator's Permitted GLAs and the Department's permitted GLAs.		Shopping
	Stand Alone Equipment quantities are now handled correctly when adding multiple quantities from the shopping pages.
	The Order Summary page now shows the correct UDF data, rather than a RECID for drop-down UDFs.	IN-6028
	Fixed an issue that sometimes caused the CustomerCenter page numbers to be ghosted out on the My Services/Equipment and Department Services/Equipment widget grids.	IN-6048
Notifications, Escalations, and Events	Escalation Criteria now handles Checkbox Data Correctly.	IN-6250
People	The Contact Default GLA is no longer required on the Contact GLA Permissions tab. When you select a Contact Default GLA on a Contact record, it is no longer applied automatically to the Contacts GLA Permissions tab.

Release 2020.4.3 (4-19-2021)

Component	Description	Incident(s)	Documentation
API	Data is now reset between API logic save calls when executing multiple calls in Custom Logic.	IN-5986
API	The Services API will no longer reformat the Service ID when the Service Catalog format is blank.	IN-6117
Billing	Processing Accounts Receivable payments that result in an overpayment no longer throw an error when generating an NRC credit.	IN-6113
CustomerCenter	CustomerCenter SDCs are now applied correctly to Change Service Requests.	IN-6030 IN-5920
CustomerCenter	Corrected the behavior of the GLA Pickers and Owner Pickers to properly obey the GLA Permissions on the logged-in user's contact record, or the coordinator's departments. The corrected behavior is as follows: Non Coordinator Users The GLA picker is now restricted to the GLA permissions on the logged-in user's contact record. The Owner Picker is not editable, the field auto-populates with the current user. Coordinator users The GLA picker is now restricted to the GLA permissions on the logged-in user's contact record. If Permit-None is specified, no GLAs are available. If the Contact GLA Permissions are empty, it is restricted to the GLA Permissions on the Coordinated Departments. The Owner Picker is restricted to users associated with the logged-in user's coordinated departments or Contacts within those departments. For Cart Actions the Owner Picker is restricted to users with the items Billing Groups RECID and associations to the logged-in user's coordinated departments.	IN-6064	CustomerCenter Administration The Cart Special Pricing Options
General	Optimized Custom Validation checks. Changes to improve the security of custom validation checks in 2020.2, resulted in a performance impact when running custom validations. This change addresses the performance impact.	IN-5824 IN-5853
General	Enabled Form Read/Write Permissions on Tree Elements, including the Catalogs tree tools. Users can now set the Catalog tree(s) to Readonly or Permissions Denied.	IN-5967	Tree Elements Permissions
Imports & Exports	The Service Import now checks the Service Locations on a Multiple Location Service (when the Service Catalog requires a Location for the Service.) Previously, the Import would trigger the Error "Missing Required Location".
Imports & Exports	The Bill Date field from the Import File Upload Form is no longer ignored by the Charge Imports. Previously, the current date was used instead.	IN-6025
Inventory	Equipment ID, MAC Address, and Asset Tag values are no longer lost on the Service Desk Equipment form when the values are set from Warehouse Actions.	IN-5907 IN-6043
Notifications, Escalations, and Events	Added the missing _EMAIL Escalation Criteria* data for Service Desk Events.	IN-5942
Notifications, Escalations, and Events	The SD_OWNER fields on the Escalation Criteria form for Service Desk Events are now accessible.	IN-5942
Reports	Emailing a grid report with all rows from the grid, now includes all rows (previously the emailed report only contained the first row).	IN-3059 IN-5896
Services	Corrected display issues on the Services Charge form when FORCE PRORATE is on and Multi-Location is off.	IN-6037
Service Desk	Completing a Miscellaneous Action on a Multiple Location Non-Phone Service no longer throws an error message.	IN-5951
	Double-clicking a row on the My Service Desk grids now opens the Service Desk Item instead of the Workflow form. This change affects the following My Service Desk grid reports: Workflow Workgroup Assigned Workflow	IN-5947	My Service Desk Service Desk Reports
	Finalizing Service Desk Items no longer sets the wrong date on Annual, Semi-Annual, or Quarterly Recurring Charges.

Release 2020.4.2 (3-19-2021)

Component	Description	Incident(s)	Documentation
Billing	The Call Rate form now allows 5-digit decimal currency values.	IN-5723
Cable	Attempting to associate Cable/Conduits/Access Points with existing Cable/Conduit/Access Point records no longer throws an Oops Error.
Cable	The Pair Strand Bulk Update now updates the To Equipment.	IN-5922
CustomerCenter	Added a "Restore Defaults" option to the User Preferences in CustomerCenter to restore Home Page Widgets to the Admin defaults.	IN-5719	Custom Content Account Profile
	Change Menu items now reflect the Custom Menu name in the Cart.	IN-5758
	Sorting the CustomerCenter shopping pages by price no longer produces a "Column not found" error.	IN-5781 IN-5747
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 E911 report 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 E911 Report will now convert "Court" to the prefix "CT".	IN-5724
Imports & Exports	Improved the performance of all Imports utilizing Conditional Logic/ validation. (Changes in 2020.1 to improve application security reduced the performance of many Imports.)
Notifications, Escalations, and Events	The Notification Log form no longer throws an error when the CC (email) Field is populated.	IN-5201
Reports	CSV grid reports now consistently show "Yes" or "No" for the Boolean Yes/No values. (Previously some CSV reports were showing 1 or 0 instead)
Service Desk	Added a new Escalation/Notification Filter Variable, SDWF_ADDNEW, to Service Desk Workflow events.	IN-5201	Escalation Criteria Creating an Escalation Escalations
	The "Add From SDC" button on Workflow no longer triggers two Workflow Start Date Notifications.	IN-5201
	The Work Order Print Report now shows the Full Location path on the report.	IN-5800
	Completing an Upgrade/Downgrade Action once again copies the UDF values to the Service.	IN-5672
	When setting a Flat Rate on a Labor Charge, the Labor Charge no longer reverts to the amount for 1 hour of work/the hourly rate.	IN-5659
	The process that sends out Service Desk Emails will now default to the setting in the .ini file when no email addresses are defined on the tenant record.

Release 2020.4.1 (2-10-2021)

Component	Description	Incident(s)	Documentation
API	When creating Upgrade/Downgrade Actions via the API, the Billable and Report 911 flags are now pulled from the Service Catalog, not the existing Service values (if values are not provided in the API Request).	IN-4978 IN-4987
Cable	Updating or saving a Cable Path on a Multiple Location Service no longer displays the message "A path may only be added to a Service with a Location."	IN-5670
CustomerCenter	Validation Errors, from Custom Validation messages, will now be sent to Customers who submit an Incident Request in CustomerCenter.	IN-5671
CustomerCenter	When the user is not a Coordinator, Change Owner Requests now show the Person/Department/Other drop-down selector and related picker fields.
General	The Crystal Reports: Batch Filters Grid should no longer fail to load for Oracle customers.	IN-5622
Imports & Exports	When creating Upgrade/Downgrade Actions via an Import, the Billable and Report 911 flags are now pulled from the Service Catalog, not the existing Service values (if values are not provided in the Import File).	IN-4978 IN-4987
	The Equipment Import will no longer allow Invalid MAC Address Formats.	IN-5011
	The GLA Component Import no longer fails when the Component Type is set in the Import Definition.
Services	Generating a range of non-Phone Service records should no longer fail to create the Service records.	IN-5184 IN-5222 IN-5194
Service Desk	Increased the size of the "From Equipment Catalog" and "To Equipment Catalog" columns for the Service Desk Cable records to prevent data truncation. The Service Desk Cable Archive table was also updated.	IN-5047
	Adding a User-Defined Column (UDC) to the My Service Desk Workgroup or Workflow grids no longer displays an "Oops Error" message.	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.	IN-5090 IN-3923
	Returning Equipment on a Billed or Completed Action should once again create a credit charge.	IN-5177
	When creating Upgrade/Downgrade Actions on a Service Order, the Billable and Report 911 flags are now pulled from the Service Catalog, not the existing Service values.	IN-4978 IN-4987
	Upon saving an Action, the Default Action GLAs will now copy from the Service Order to the Action, if there is not a GLA already on the Action with the same Expense Type. This applies to customers who use the "Multiple Default Action GLAs" configuration option (SDA_ALLOW_MULTIPLE_DEFAULT_GLAS). For customers not using the configuration option, the Action will load the Default Action GLA from the Order when the Action is saved and does not have a GLA with a Default Expense Type.	IN-5171 IN-2998 IN-2999	Service Desk GLAs

Release 2020.4 (01-14-2021)

Component	Description	Incident(s)	Documentation
API	Added support for the Start Date and Recurring Date value on Alternate Recurring Charges.		Service API Calls Equipment API Calls GLA API Calls
	Service Desk Actions created via the API for Non-Phone Type Services can now be created as Billable Services.	IN-2872 IN-3768
	The API now properly updates the Prorate Flag, Quantity, and Amount on Charges.
	The Barcode API now supports the MAC Address field for Warehouse Bulk Adds.
	Using Special Characters or Symbols in Service IDs no longer creates Services with Blank IDs.
Billing	Alternate Recurring Charges now have a Start Date and Recurring Date value. This allows starting Alternate Recurring Charges mid-cycle and preserving a consistent Recurring Date.	IN-3481	Service Charges Equipment Charges GLA Charges Charges Report Bills
	Significant changes to Contact GLA Permissions. This change affects which GLAs Contacts and Coordinators can see to when viewing the bill, receiving the Bill Coordinator Email, or creating a Service Request in CustomerCenter. Contacts will no longer inherit the GLA Permissions from the Contact's Department. Instead, they will only use the GLA Permissions specifically set on the Contact Form. This applies to Coordinators as well. Coordinators, however, will still inherit the GLA Permissions from the Departments they coordinate, but only if there are no GLA Permissions listed on the Coordinator's Contact Form. The GLA Permissions grid on the Contact Form is no longer restricted by the Contact's Department or the Coordinated Departments. Any GLA matching the Billing Group Format can be added to the Contact's GLA Permissions. When GLA Permissions are removed from a Department Form, they are no longer removed from Contacts belonging to those Departments. A bug was fixed on the Contact Form GLA Permission grid for the "Inherited Permissions" button. Clicking this button now properly shows the Contact's inherited permissions and will reflect the other changes to GLA Permission inheritance called out above. If the Contact is a Coordinator, the button will show the GLA Permissions from the Departments where that Contact is a coordinator. If the Contact is not a coordinator, there will be no inherited permissions.	IN-3562 IN-4156 IN-3333	Forum Discussion of the changes Workers/Contacts - GLA Permissions Department Hierarchy - GLA Permissions Department Hierarchy - Coordinators Tab CustomerCenter Cart
	On the View Bill, the Recurring column changed to Charge Type. The new column now properly indicates whether a charge is an Annual Recurring, Semi-Annual Recurring, Quarterly Recurring, Monthly Recurring, or Non-Recurring charge.		Reporting on View Bill
	Deleting or Stopping Annual Recurring, Semi-Annual Recurring, Quarterly Recurring, or Non-Recurring Charges no longer fails.
	Stopping a Charge on the last date of a billing cycle now sets the Stop Date to the last date of that billing cycle, rather than the last date of the following billing cycle.	IN-3719
Cable	Optimized the Cable Maintenance Grid.
	Removed the Service Desk Cable Report. This has been replaced by the Service Desk Cabling Query available in the AdHoc Grids Library.		AdHoc Grids Library
	It is now possible to delete Paths that are on Active Services from the Paths Grid.
Catalogs	Selecting an Owner on the add new GLA form no longer causes the form to hang.
Catalogs	The Report 911 value is no longer blank in the CSV Report from the Locations Grid.	IN-3914
CustomerCenter	Updates to the CustomerCenter Theme Manager Added font options to CustomerCenter Themes. Added a "Set All" option to the CustomerCenter Themes (i.e, added the ability to set all Activity Type colors to the preselected colors).		Theme Manager Customizable Content Requirements
	When using Special Pricing (GLA or Billing Group) prices are now displayed on CustomerCenter. For coordinators, the default prices are loaded from the catalog. For non-coordinators, pricing will be loaded based on the Billing Group of the User, or if GLA Pricing is used, the GLA (Account) selected.		Special Pricing Options Shopping
	The Change Request Menu on CustomerCenter is now customizable.		Menus and Links My Services/Equipment Widget Department Services/Equipment Widget
	Added User Preferences to CustomerCenter The new User Preferences were added to the existing Account Profile page. Added the ability for users to save Home Page widget preferences.		Account Profile Customizable Content Requirements
	Updated the generic "No Image" catalog image on CustomerCenter (i.e, when catalogs do not specify an image).
	All dates in CustomerCenter now use the format defined by the CC_DATE_FORMAT configuration constant.		CustomerCenter Parameters Cart Requests
	Catalogs with Billing Group Permissions are no longer displayed in CustomerCenter unless a valid Owner is selected first. This matches how Location Permissions work in CustomerCenter.
General	Added "Primary Email" and "Phone" columns to the Department Hierarchy Grid.	IN-3996 IN-4489
	Added Email support for the Office365 REST Client with OAuth.	IN-4946	Configuring Email Email Account Parameters *Microsoft Ending Support for Basic Authentication
	Added Custom Logic (API, Events, Validation) Debug command and tab. Added a Trigger button to the Custom Event Grid.		Allowed Functions Custom Events Custom API Custom Validation Syntax
	Modified the Filtering Options on the RowID/RECID Column to add additional filters like "Match All", "Match Any", etc.	IN-4238 IN-4256
	Added Escalation Rest API Response Handling; this allows the Escalation to pass the response (success or failure) to a Custom Event. The information provided to the Event can be used to perform conditional logic.		Escalations Events Creating an Escalation
	Improved the PCR-360 Email Error handling related to the "No recipient forward path has been supplied" message when the email address(es) that were applied to the Email message were missing or invalid.	IN-2820 IN-2834 IN-3583
	Grid Reports that use the "Group By" option, now display the last row on the report.	IN-2978 IN-2817 IN201834607
Imports & Exports	The Location Import now supports the NENA2 E911 address fields.	IN-3793	Location Imports
	The Path Import now supports the Header, Footer, and Notes fields.
	Added "Append Permitted GLA", and "Append Approval GLA" flags to the Contact Import.	IN-3747
	Added support for the Start Date and Recurring Date value on Alternate Recurring Charges to the Charge Imports.		Service Charge Imports GLA Charge Imports
	All Imports are now able to save blank UDF values.	IN-2842 IN-2847 IN-4261
	All Imports will now generate a line error if a value is too long for the database field. Previously, the Import would trigger an SQL error that caused the import to abort.
	Charge Import Fixes The Import can now update the Prorate Flag and Stop Date at the same time. The Import can now save Stop Dates for Alternate Recurring Charges.		Service Charge Imports GLA Charge Imports
	Contact Import Changes The Import now verifies the format of the Phone Number value. If the format is not correct a warning is saved to the Import Errors grid and the Phone Number is not saved. The Import now supports the Default Incident SLA field. The Import now requires the First Name and Last Name to be not blank. The Import now requires a Customer Number if the Customer Type is set. The Import now enforces the rules for Contact Types. See the Workers/Contacts documentation for the full set of rules. The Import now throws an error when an Inactive Department Hierarchy, Billing Group, GLA, or SLA is used.		Contact Imports
	Full Path Import Fixes The Import now reports an error if you try to update a Service with an invalid Owner value. Previously, it would quietly not update the Service. The Import now requires the Port Side value. If a Port is provided with no Port Side, it will cause an error. The Import now notices if you try to use a Port already in use on another Path. If the Port has the Multiple-Flag set, it will report a Warning. If the Multiple-Flag is not set, then it will cause an Error. The Import now uses the Path Status Value to set the Path Status. Previously this field existed, but any value provided was ignored. The Import now throws an error when a Pair/Strand Status is Bad, or if the Pair/Strand Status is not Spare (unless the Multiple flag is set).	IN-2821 IN201833083	Cable Full Path Imports
	Cable Path Import Fixes The Import now notices if you try to use a Port already in use on another Path. If the Port has the Multiple-Flag set, it will report a Warning. If the Multiple-Flag is not set, then it will cause an Error.		Cable Path Imports
	Location Import Fixes The Import is now validating the range and the format of the Longitude and Latitude values. The Import no longer throws an SQL error if the import file provides an invalid state. The Import can now update the Location Name of existing records,		Locations Imports
	Service Import Fixes The Import now enforces the "Location Required" flag set on the Service Catalog. The Import now requires a Service Host on Active Phone Services. The Import now requires an Owner on Active Services. The Import now supports adding to or replacing the Contacts on a Service. The Import no longer allows Services to be created using 'Category' type Service Catalogs.		Services Imports
	Equipment Catalog Import Fixes The Import now properly looks up the Catalog Names using the Full Hierarchical Path, rather than just the Catalog Name. The Import is now able to successfully look up GLAs where the First or Last components are blank.		Equipment Catalog Imports
Inventory	Modified the Inventory Overview Grid inventory count columns. Changed the On Hand and Pending columns to: On Hand: Comes from the Warehouse (Location Path) and means there are X number of records in that Location (Warehouse) that are Unassigned. Total On Hand: Comes from the Warehouse (Location Path) and means there are X number of records in that Location (Warehouse) or its children that are Unassigned. Pending: Comes from the number of Equipment record(s) that are on Pending Orders or Actions for a given Location(Warehouse) Total Pending: Comes from the number of Equipment record(s) that are on Pending Orders or Actions for a given Location(Warehouse) or its children.	IN-3558 IN-4122 IN-5136	Inventory Overview
Inventory	Updating the Warranty End Date on Equipment records, whose catalog specifies a warranty of "None" or "Lifetime", no longer generates an "Invalid datetime value" error.
People	The Contact Form no longer erroneously reports that the Customer needs to be set.	IN-3899 IN-4043
Service Desk	Added the Rating Group to the Service Desk Archiving Printouts.
	Prior to 2020.4, completing a Service GLA change on a Miscellaneous Action would update the Charge upon Completion, and would not update the Charge dates based on the Finalization Date. Now Finalizing the Action will update the Start and Stop Dates based on the Finalization Date. When doing a Service GLA change through a Misc Action, the service's charges get updated with the new GLA upon completion using the billed through date. When the action is then finalized, the charges do not get updated again with the Finalization date.	IN-4140 IN-4404
	The Service ID is no longer blank on some Service Desk Reports.	IN-3919
	The Incident Printout now correctly displays the UDF Value, rather than a record id.	IN-4073
	Override GLAs are now applied to existing Charges on Service Desk Change Actions upon Finalization.	IN-4140
	Updating an Inquiry Status (to On Hold, etc) once again loads Workflow from an SDC.

* Indicates external documentation not written by PCR.

Database Changes in 2020.4

Default Schema

Table Name	Change	Table Changes
BILL_DETAILS	Updated
BILL_TYPE_EQUIPMENT	Updated
BILL_TYPE_GLA	Updated
BILL_TYPE_SERVICES	Updated
BILL_TYPE_SERVICE_DESK	Updated
CC_THEME_ELEMENTS	Updated	Added new theme values.
CHARGES	Updated	ADD `ALTERNATE_START_DATE` DATETIME NULL ADD `ALTERNATE_RECURRING_DATE` DATETIME NULL ADD INDEX `CHARGES_7` (`ALTERNATE_START_DATE`) ADD INDEX `CHARGES_8` (`ALTERNATE_RECURRING_DATE`) ADD INDEX `CHARGES_9` (`ALTERNATE_STOP_DATE`) Updates data in the NRC_TRANSACTION_DATE column.
CHARGES_BILLED	Updated	Changed column BILLED_FORWARD_THROUGH to BILLED_THROUGH_DATE
OAUTH2_TOKENS	New
SERVICE_DESK_CABLING_PIT	Updated	Increased the size of columns FROM_EQUIPMENT_CATALOG and TO_EQUIPMENT_CATALOG columns to 255 characters
SERVICE_DESK_CHARGES	Updated	DROP COLUMN `BILLED_DATE` ADD `ALTERNATE_RECURRING_DATE` DATETIME NULL
TENANTS_EMAILS	Updated	ADD `REPLY_TO` VARCHAR(100) NULL ADD `TOKEN_RECID` INT NULL ADD INDEX `TENANTS_EMAILS_3` (`TOKEN_RECID`) MODIFY COLUMN `LOGIN` VARCHAR(100) NULL MODIFY COLUMN `PASSWORD` VARCHAR(200) NULL

Metadata Schema

Table Name	Change	Table Changes
CUSTOM_DEBUG	New

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
SERVICE_DESK_CHARGES	Updated	DROP COLUMN `BILLED_DATE` ADD `ALTERNATE_RECURRING_DATE` DATETIME NULL

2020.3

Release 2020.3 is now available; it is a major release that contains many new features, bug fixes, and refinements.

We will begin scheduling 2020.3 updates on customer Test systems starting today, October 14th, 2020.

Notable Changes

Major Changes to CustomerCenter
1. Redesigned Persistent Cart
2. Save Incomplete Requests
3. Updated Submission Process
4. Completely Redesigned Cart layout
5. Customizable Widgets
6. Customizable Menus & Links
7. Redesigned Attachment Uploader
8. Redesigned Change Menu options in CustomerCenter
9. Added Training Videos for the new CustomerCenter features to the PCR-360 Wiki.
Added PHP 7.4 support
Added Expense Management
Multiple Improvements to MAC Address Support in Service Desk and Inventory
1. The MAC Address is now a unique value across all Equipment Records and is enforced by a database constraint.
2. 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 AdHoc Library.
Added Service Desk Action User Defined Fields.
Added Documentation to the PCR-360 Wiki for Tracking Non-Traditional Services (e.g. software licenses).

Please review the Database Changes in 2020.3 and make any necessary changes to your AdHoc Grids, Custom Events, and API calls.

Review and Refresh Session(s)

We are planning two Review and Refresh sessions for 2020.3; the first session is scheduled for November 4th at 11:00 AM Eastern, and the second is scheduled for November 5th at 4:00 PM Eastern.

Key

Release 2020.3.4 (4-19-2021)

Component

Description

Type

Incident(s)

Documentation

General

Enabled Form Read/Write Permissions on Tree Elements, including the Catalogs tree tools. Users can now set the Catalog tree(s) to Readonly or Permissions Denied.

IN-5967

Tree Elements Permissions

Reports

Emailing a grid report with all rows from the grid, now includes all rows (previously the emailed report only contained the first row).

IN-3059

IN-5896

Service Desk

Completing an Upgrade/Downgrade Action once again copies the UDF values to the Service. (This fix was back-ported from 2020.4.2)

IN-5983

Release 2020.3.3 (3-19-2021)

Component	Description	Incident(s)	Documentation
Billing	The Call Rate form now allows 5-digit decimal currency values.	IN-5723
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 E911 report 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 E911 Report will now convert "Court" to the prefix "CT".	IN-5724
Notifications, Escalations, and Events	The Notification Log form no longer throws an error when the CC (email) Field is populated.	IN-5201
Service Desk	Added a new Escalation/Notification Filter Variable, SDWF_ADDNEW, to Service Desk Workflow events.	IN-5201	Escalation Criteria Creating an Escalation Escalations
Service Desk	The "Add From SDC" button on Workflow no longer triggers two Workflow Start Date Notifications.	IN-5201

Release 2020.3.2 (2-10-2021)

Component	Description	Incident(s)
API	When creating Upgrade/Downgrade Actions via the API, the Billable and Report 911 flags are now pulled from the Service Catalog, not the existing Service values (if values are not provided in the API Request).	IN-4978 IN-4987
Cable	Updating or saving a Cable Path on a Multiple Location Service no longer displays the message "A path may only be added to a Service with a Location."	IN-5670
CustomerCenter	Validation Errors, from Custom Validation messages, will now be sent to Customers who submit an Incident Request in CustomerCenter.	IN-5671
General	The Crystal Reports: Batch Filters Grid should no longer fail to load for Oracle customers.	IN-5622
Imports & Exports	When creating Upgrade/Downgrade Actions via an Import, the Billable and Report 911 flags are now pulled from the Service Catalog, not the existing Service values (if values are not provided in the Import File).	IN-4978 IN-4987
Imports & Exports	The Equipment Import will no longer allow Invalid MAC Address Formats.	IN-5011
Services	Generating a range of non-Phone Service records should no longer fail to create the Service records.	IN-5184 IN-5222 IN-5194
Service Desk	Increased the size of the "From Equipment Catalog" and "To Equipment Catalog" columns for the Service Desk Cable records to prevent data truncation. The Service Desk Cable Archive table was also updated.	IN-5047
	Adding a User-Defined Column (UDC) to the My Service Desk Workgroup or Workflow grids no longer displays an "Oops Error" message.	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.	IN-5090 IN-3923
	Returning Equipment on a Billed or Completed Action should once again create a credit charge.	IN-5177
	When creating Upgrade/Downgrade Actions on a Service Order, the Billable and Report 911 flags are now pulled from the Service Catalog, not the existing Service values.	IN-4978 IN-4987

Release 2020.3.1 (12-16-2020)

Component	Description	Incident(s)	Documentation
Billing	Billing Group Pricing now applies to GLA Charges.	IN-5072
Cable	Creating a new Cable Path from the Service form no longer defaults to creating the Path with a status of Left In.	IN-5066
Calls & Rating	The Call Rating process no longer fails if the Service Host cannot be determined.	IN-5057 IN-4321
CustomerCenter	Expired Requests can no longer be submitted from the new CustomerCenter Cart.
CustomerCenter	Some AdHoc Grids that failed to export as CSV files previously, will now export from CustomerCenter. (i.e., AdHoc Grids that use bind variables may now be exported as CSV files from CustomerCenter.)		AdHoc Grids
Imports & Exports	The Call Import no longer triggers "Undefined index AUTH_CODE_FLAG" warning messages that can fill up the Error Log.
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.	IN-4446 IN-5094
Inventory	Staging multiple pieces of Equipment at the same time from the Warehouse Actions grid no longer reuses the same Equipment record multiple times.	IN-4429
Reporting	Corrected minor formatting issues with PDF reports.	IN-5013
Service Desk	Users can now open the Service Desk Form that corresponds to the Workflow record from 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).	IN-4427	My Service Desk Workflow
	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.		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.	IN-4336
	The "Type Value" selector on the Escalation Criteria form now lists all Service Desk Types.
	Service Desk number formats less than 8 digits now work properly.
	Service Desk Items will no longer allow Services and Equipment to be Owned by both 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.	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.)	IN-5090 IN-3923

Release 2020.3 (10-14-2020)

Component	Description	Incident(s)	Documentation
API	The API no longer allows the creation of Services without a formatted Service ID value.		Services API Calls
Billing	Added Expense Management Invoice Reconciliation Current Charges Discrepancy Missing Invoiced Item		Expense Management
	The Bill process now checks for Equipment Billling Group overrides on Equipment Charges.	IN-4342
	The Bill process now checks for Billling Group overrides on GLA Charges.
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.	IN-2843	Pairs/Strands Cable
Cable	Deleting a Pair/Strand record on Oracle no longer triggers an "Oops Error."
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.		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.		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.
	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.	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.	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.	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.		Shopping
	Added the ability to download/export AdHoc grid data as a CSV file from CustomerCenter.	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.		CustomerCenter Administration
	Redesigned Receipt Page (Submitted Request Summary)		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)		Department and Services Widget
	Replaced usages of "Order Tracking" with "Request Tracking."
	Cart Data in CustomerCenter will be removed by the Service Desk Archiving process when the related Service Desk Items are Archived.
	Changed the button labeled "Continue" to "Submit" when submitting General Requests and Incident Requests.
	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.
	Changed "Incidents / Problems" to "Incidents" on the Request Tracking page.
	CustomerCenter no longer supports Internet Explorer (IE).		Supported Browsers
	CustomerCenter now checks Billing group Permissions before displaying Services and Equipment available for purchase.		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.
	The Service Host is now populated on Change Actions created from CustomerCenter.	Users Group 2019
	Services no longer show up twice in the Services/Equipment List when a Service has more than one GLA.
	The Requestor is now set when submitting Requests using a General Request.	IN-4134
	The Service Option Flags are now passed through from CustomerCenter to the Requests (and then to the Service Orders).	IN-2965 IN201833105
	Autocomplete/Auto-filtered values on CustomerCenter pickers now let you select a value. (Previously, if you started typing in the picker fields and a drop-down with auto-filtered selections appeared, you could not select a value.)	IN-4126
	Task Actions are no longer displayed as Add Actions in the Cart.
	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.	IN-3693
	The default sort for the directory page now correctly sorts by Name.
	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.
	When a Service Request is created, and there is a matching SDC, the SDC is now applied to the Service Request.	IN-4125
	Exporting a CSV from the Department Services and Equipment Widget no longer results in a blank CSV document.
	The Contact Picker tooltip no longer randomly shows up in CustomerCenter.
	Submitting a package from CustomerCenter, which uses an Equipment type SDC, now adds the Charges from that SDC to the resulting Request.
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.		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.		User Defined Fields
	Fixed issues with the built-in validator.
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.		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.		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.		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.		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.		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.	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.		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 Service Grid.
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 the Service Desk Equipment is completed.		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.		User Defined Fields
	The Copy to New Form of a Service Order Action will now copy Billable, Essential, and Directory Service Options correctly.	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.
	Selecting certain SDC values for Upgrade/Downgrade Actions (on Oracle only) no longer throws an error.
	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.	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.	IN-3323
	The Override GLA is now retained when saving a Service Desk Equipment Record.	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.	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.	IN-4014 IN-4064 IN-4205 IN-3560

* Indicates external documentation not written by PCR.

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

2020.2

Notable Changes

Items can now be added to a Purchase Order after Receiving has started.
Changes to Estimates:
1. Attachments are now copied to Service Orders or Actions created from Estimates.
2. Remarks are now copied to Service Orders or Actions created from Estimates
Add Locations Actions can now be created from the 360 Wizard 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	Incident(s)	Documentation
Billing	Billing Group Pricing now applies to GLA Charges.	IN-5072
Cable	Creating a new Cable Path from the Service form no longer defaults to creating the Path with a status of Left In.	IN-5066
Calls & Rating	The Call Rating process no longer fails if the Service Host cannot be determined.	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.
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.	IN-4446 IN-5094
Inventory	Staging multiple pieces of Equipment at the same time from the Warehouse Actions grid no longer reuses the same Equipment record multiple times.	IN-4429
Reporting	Corrected minor formatting issues with PDF reports.	IN-5013
Service Desk	Users can now open the Service Desk Form that corresponds to the Workflow record from 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).	IN-4427	My Service Desk Workflow
	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.		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.	IN-4336
	The "Type Value" selector on the Escalation Criteria form now lists all Service Desk Types.
	Service Desk number formats less than 8 digits now work properly.
	Service Desk Items will no longer allow Services and Equipment to be Owned by both 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.	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.)	IN-5090 IN-3923

Release 2020.2.4 (10-06-2020)

Component	Description	Incident(s)
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.
Billing	The Bill process now checks for Equipment Billling Group overrides for Equipment Charges.	IN-4342
Billing	The Bill process now checks for Billling Group overrides for GLA Charges.
Custom Logic	Restored the data displayed on the Schedule Tab on the Custom Events screen.	IN-4333
Inventory	The Warehouse Actions Return is now changing the Service Desk Equipment 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.	IN-4304 IN-4262
General	Fixed issues with the validator when creating an empty database for new installs.
Reporting	Due to licensing the constraints of Oracle Java, we have officially dropped support and switched to using OpenJDK for Crystal Reports. Please submit any requests to upgrade java on our portal help.pcr.com.
Services	The Call Details Tab on the Service form now includes Rated Unbillable calls.	IN-4316
Service Desk	Service Desk Actions will no longer display an erroneous "was not found in the haystack" error on the Service Options field.
Service Desk	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).	IN-3000 IN-4225 IN-4239 IN-4365 IN-4192

Release 2020.2.3 (09-01-2020)

Component	Description	Incident(s)	Documentation
CustomerCenter	Approved Service Requests are now showing in the Service Requests Grid.
Custom Logic	Customer Validation now supports using call function to invoke Write methods for API types.		Custom Validation Syntax
Custom Logic	Large Custom API, Custom Events, and Custom Validation scripts no longer generate erroneous error messages. (e.g. that the str_replace function is not supported)	IN-4164
Events & Notifications	Workflow Start Date Notifications/Escalations are now triggered when the Workflow Start Date is set automatically.	IN-4216
Services	The Service Desk tab on Services once again includes Pending Add Actions.	IN-4215
Service Desk	Completing a Service ID Action no longer clears the Path Location.	IN-4188
Service Desk	SDC Workflow steps that should be added at completion are now added to Incidents and Work Orders upon completion.	IN-4196

Release 2020.2.2 (08-06-2020)

Component	Description	Incident(s)	Documentation
API	The Service Desk API now properly supports Service/ Equipment UDFs on Incidents.		Service Desk API Calls
CustomerCenter	The Service Option flags (Billable, Directory, Report 911, etc.) are now set for Task, Change, and Remove Actions on Service Requests created from CustomerCenter.	IN201833105 IN-2965
	SDCs are now properly applied to Service Requests when a matching SDC is found.	IN-4125
	Existing Service Charges are now added to Change Actions on a Service Request.	IN-4125
	Task Actions are no longer converted to or displayed as Add Actions in the Cart. Similarly, in certain cases, Add actions are no longer converted to or displayed as Tasks in the Cart.
Service Desk	Converting an Estimate to an Action now allows applying the Estimate to Task Actions.	IN-4153

Release 2020.2.1 (08-03-2020)

Component	Description	Incident(s)
Billing	The "Test File" column on the Call Details grid has been restored.	IN-3983
	The Available Charges Bulk Update event no longer fails on Oracle.	IN-4066
	Back Dating a Monthly Recurring Charge Stop Date on a Back-Billing & Forward-Billing Charge no longer generates double Credits	IN-4051
Cable	The Service Location column on the Ports/Pins/Lens grid now displays data for the "To Port" on a Path.	IN-3873
Events	Events that occur during the Fall Daylight Savings Time change should no longer fail.
Inventory	User-Defined Columns now stay in the correct position on the Equipment Grid after you save the Perspective.	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).	IN-3963 IN-3965 IN-3968 IN-3970 IN-3964 IN-3966
Service Desk	Completing a Service ID Action now sets the Ports/Pins/Lens status to Assigned. (Previously this was set to PDPC)
	Default Charges from Task type Service Catalogs are now applied to Task Actions.	IN-4031 IN-3915
	The Add From SDC button on the Service Desk Workflow tab, now selects from the correct SDCs.	IN-4094
	Adding Equipment to an Incident Request no longer generates an Oops Error.

Release 2020.2 (06-04-2020)

Component	Description	Incident(s)	Documentation
Billing	Changing the Charge Override Amount 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.
Imports & Exports	Multiple fixes for 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 Report 911 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.		Service Import
	Fixes for 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 Inactive Object Code.		Charge Catalog Import
	Fixes for the 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.		Service Charge Import GLA Charge Import
	Fixes for Charge Imports: Charge Imports no longer clear the Charge Stop Date when the Import file contains Stop Dates prior to the current date. Charge Imports will now clear the Amount Override on an existing charge if you provide a blank Override Amount value during an update.		Service Charge Import
	Most Imports now accept GLA values where the first or last GLA component is blank. (This does not currently cover Service Desk or Equipment Catalog Imports).	IN-3803
Inventory	Items can now be added to a Purchase Order after Receiving has started.	Won Voting List #2	Purchase Order Purchase Order Equipment
Service Desk	Changes to Estimates: Attachments are now copied to Service Orders or Actions created from Estimates. Remarks are now copied to Service Orders or Actions created from Estimates	Users Group	Estimates
	Billing Group Pricing is now applied to a Charge if the Owner is Changed on a Service Desk Order or Action.	IN-2831 IN-2964
	Service Desk Items will no longer allow Services and Equipment to be Owned by both 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.	IN-3335
	Add Locations Actions can now be created from the 360 Wizard for non-Phone Services.
	Clicking "Save New" on an existing Action will now create a new Action with the Default Action GLA(s) from the Service Order. (Previously no GLAs were pulled onto the Action). This also addresses GLA Component Pricing not being applied to the new Action when using the "Save New" button.	IN-2998 (IN201834420) IN-2999 (IN201834421)
	Changing the GLA on an Action now updates any Default Service Charges loaded from the Service Catalog with the Component Pricing.	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

2020.1

Notable Changes

- Added support for creating/updating Remarks and User-Defined Field values to the Contact API endpoint.
- Replaced PCR-360 API Token Authentication with a JSON Web Token.
- Various security fixes and enhancements for Custom Events, Custom Validation, Custom API, and Conditional Logic.
- Added an Audit Cleanup 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 Cable Path Import and Department Hierarchy Import.
- Multiple Time Entry and Service Desk Labor 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	Incident(s)
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.
Billing	The Bill process now checks for Equipment Billling Group overrides for Equipment Charges.	IN-4342
Billing	The Bill process now checks for Billling Group overrides for GLA Charges.
Custom Logic	Restored the data displayed on the Schedule Tab on the Custom Events screen.	IN-4333
Inventory	The Warehouse Actions Return is now changing the Service Desk Equipment 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.	IN-4304 IN-4262
General	Fixed issues with the validator when creating an empty database for new installs.
Reporting	Due to licensing the constraints of Oracle Java, we have officially dropped support and switched to using OpenJDK for Crystal Reports. Please submit any requests to upgrade java on our portal help.pcr.com.
Services	The Call Details Tab on the Service form now includes Rated Unbillable calls.	IN-4316
Service Desk	Service Desk Actions will no longer display an erroneous "was not found in the haystack" error on the Service Options field.
Service Desk	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).	IN-3000 IN-4225 IN-4239 IN-4365 IN-4192

Release 2020.1.4 (09-01-2020)

Component	Description	Incident(s)	Documentation
CustomerCenter	Approved Service Requests are now showing in the Service Requests Grid.
Custom Logic	Customer Validation now supports using call function to invoke Write methods for API types.		Custom Validation Syntax
Custom Logic	Large Custom API, Custom Events, and Custom Validation scripts no longer generate erroneous error messages. (e.g. that the str_replace function is not supported)	IN-4164
Events & Notifications	Workflow Start Date Notifications/Escalations are now triggered when the Workflow Start Date is set automatically.	IN-4216
Services	The Service Desk tab on Services once again includes Pending Add Actions.	IN-4215
Service Desk	Completing a Service ID Action no longer clears the Path Location.	IN-4188
Service Desk	SDC Workflow steps that should be added at completion are now added to Incidents and Work Orders upon completion.	IN-4196

Release 2020.1.3 (08-06-2020)

Component	Description	Incident(s)	Documentation
API	The Service Desk API now properly supports Service/ Equipment UDFs on Incidents.		Service Desk API Calls
CustomerCenter	The Service Option flags (Billable, Directory, Report 911, etc.) are now set for Task, Change, and Remove Actions on Service Requests created from CustomerCenter.	IN201833105 IN-2965
	SDCs are now properly applied to Service Requests when a matching SDC is found.	IN-4125
	Existing Service Charges are now added to Change Actions on a Service Request.	IN-4125
	Task Actions are no longer converted to or displayed as Add Actions in the Cart. Similarly, in certain cases, Add actions are no longer converted to or displayed as Tasks in the Cart.
Service Desk	Converting an Estimate to an Action now allows applying the Estimate to Task Actions.	IN-4153

Release 2020.1.2 (08-03-2020)

Component	Description	Incident(s)
Billing	The "Test File" column on the Call Details grid has been restored.	IN-3983
	The Available Charges Bulk Update event no longer fails on Oracle.	IN-4066
	Back Dating a Monthly Recurring Charge Stop Date on a Back-Billing & Forward-Billing Charge no longer generates double Credits	IN-4051
Cable	The Service Location column on the Ports/Pins/Lens grid now displays data for the "To Port" on a Path.	IN-3873
Events	Events that occur during the Fall Daylight Savings Time change should no longer fail.
Inventory	User-Defined Columns now stay in the correct position on the Equipment Grid after you save the Perspective.	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).	IN-3963 IN-3965 IN-3968 IN-3970 IN-3964 IN-3966
Service Desk	Completing a Service ID Action now sets the Ports/Pins/Lens status to Assigned. (Previously this was set to PDPC)
	Default Charges from Task type Service Catalogs are now applied to Task Actions.	IN-4031 IN-3915
	The Add From SDC button on the Service Desk Workflow tab now selects from the correct SDCs.	IN-4094
	Adding Equipment to an Incident Request no longer generates an Oops Error.

Release 2020.1.1 (05-29-2020)

Component	Description	Incident(s)	Documentation
API	Added SDC support to the Add Incident API endpoint.		Service Desk API
	The Barcode API now properly handles "Units" when creating Unit Equipment.		Barcode: Warehouse Bulk Add
	Incidents created by API now automatically select an SDC when one is not provided.
	Added the 'bill_date' parameter to the Service Charges API endpoint. This allows setting a Start Date for recurring charges via the API.	IN-3375	Service API Calls
Billing	Clicking on the "Switch to full detail view" link, on certain Test Bills, no longer redirects you to an error page.
Cable	The Ports/Pins/Lens Add Range functionality now properly updates Back Connects for ranges over 100 PPLs.	IN-3770
	Various "minor" issues with the Port Side Requirement were addressed.
	Service Desk Remove Actions now set Cable Pairs and Ports/Pins/Lens to Spare upon completion of the Action.	IN-3785 IN-3792 IN-3816
	Adding Multiple Path Legs no longer causes an error when adding a non-spare Ports/Pins/Lens to the same Path.	IN-3039
General	Expanded the Authentication Mapping (AUTH_MAPPING) field on the ROLES table to allow for longer SSO Group names.		Authorization Parameters
Services	When a Service is used on a Service Order that has multiple Actions, the Service Desk tab 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.	IN-3622 IN-3736

Release 2020.1 (04-10-2020)

Component	Description	Incident(s)	Documentation
API	Added support for creating/updating Remarks and User-Defined Field values to the Contact API endpoint.		Contact API
	Replaced PCR-360 API Token Authentication with a JSON Web Token.		Token Authentication Service Host Rest API Authorization Parameters *JSON Web Token Standard
	This release allows more HTML tags for HTML remarks 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.	IN-2857	Remarks: Allowed HTML Tags
Billing	Bill Summary totals on tabs/grids now include the Taxes from Usage and Calls.
Cable	The Cable Path Legs form and Service Desk Cabling Path Legs form will now populate both sides when the Port/Pin/Len is selected.
Cable	The Transfer Pair/Strand Range process now properly associates To/From Cabling Equipment 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).	IN-3446 IN-2854
Catalogs	Now, when a Location is made Inactive, the child Locations are displayed in the Locations Grid as Inactive. Previously, the child Locations were incorrectly displayed in the grid as Active.	IN-3236 IN-2879
Custom Logic	Centralized the logic used to validate allowed PHP functions in Custom Logic. This affects Custom Validation, Custom API, Custom Events, and Conditional Logic. This change adds support for: PHP array_, is_, str,* etc. in Custom Logic. Using PHP Constants in Custom Logic (e.g. STR_PAD_LEFT). regex functions		Custom API Custom Validation Custom Events Custom Logic Import Conditional Logic Custom Logic Syntax
Custom Logic	Various security fixes for Custom Events, Custom Validation, Custom API, and Conditional Logic: Corrects false Custom Logic validation failures when there are multiple PHP versions installed on the server. Variable function calls are blocked. Access to the following constants is blocked The following globals are blocked The following PHP functions are blocked
General	Added User Defined Columns (UDCs) to the GLA picker.
	Added an Audit Cleanup 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.		Audit Events Historical Data Archiving Events
	Fixed various issues with Read-Only Permissions not working consistently.	IN-3387
Imports & Exports	Various Cable Path 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 Active.		Cable Path Import
	The Department Hierarchy Import now supports clearing and appending existing contacts to the Department Hierarchy Coordinator tab.	IN-2855
	Various fixes to to 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.		Cable Path Import
	Various fixes to to 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 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 Inactive: Billing Group, Default GLA, Default SLA, Default Incident SLA, and Permission GLAs. The import now defaults new Department Hierarchy records to Active when no status is provided in the import file. New Department Hierarchy records now require the Billing Group. An error is thrown if a Billing Group is not provided in the import file. The import now restricts the allowed Default GLA, and GLA permissions to those allowed by the Billing Group 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.		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.		Barcode Barcode API Calls API Events: Quick Reference
People	Multiple Time Entry fixes: The Time Entry form no longer allows creating, editing, or deleting Labor entries for Voided, Billed, or Finalized Service Desk Items. The following values are now required 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.	IN-2860 IN-2962	Time Entry Service Desk Labor Workflow
Service Desk	Changing the Cable Path on an Incident now adds an Activity Record to the Incident.		Incidents
	Service Desk Labor Charges 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.	IN201834290
	Service Desk Labor Charges 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.
	Saving a new Labor record will no longer randomly display an "Oops Error" message.	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 PART_NUM_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

2019.7

Notable Changes

- Added an AdHoc Grid Report Library 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 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 training sessions to review new features.
- Added Work Order functionality to allow for one-time Orders that do not create or manage Services.
- Removed the Service Desk Cabling Report and replaced it with an AdHoc report.
- Removed the Cable Locations Report and replaced it with an Adhoc report.
- Numerous fixes to Service Desk Imports.
- Aging a Multiple Location Service that was used on an Incident no longer fails.
- Redesigned the My Service Desk: Assigned and Workgroup grids 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 the Catalogs tree tools. Users can now set the Catalog tree(s) to Readonly or Permissions Denied.

IN-5967

Reports

Emailing a grid report with all rows from the grid, now includes all rows (previously the emailed report only contained the first row).

Service Desk

Completing an Upgrade/Downgrade Action once again copies the UDF values to the Service. (This fix was back-ported from 2020.4.2)

IN-5983

Release 2019.7.11 (3-19-2021)

Component	Description	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 E911 report 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 E911 Report will now convert "Court" to the prefix "CT".	IN-5724
Notifications, Escalations, and Events	The Notification Log form no longer throws an error when the CC (email) Field is populated.	IN-5201
Service Desk	Added a new Escalation/Notification Filter Variable, SDWF_ADDNEW, to Service Desk Workflow events.	IN-5201	Escalation Criteria Creating an Escalation Escalations
Service Desk	The "Add From SDC" button on Workflow no longer triggers two Workflow Start Date Notifications.	IN-5201

Release 2019.7.10 (2-10-2021)

Component	Description	Incident(s)
API	When creating Upgrade/Downgrade Actions via the API, the Billable and Report 911 flags are now pulled from the Service Catalog, not the existing Service values (if values are not provided in the API Request).	IN-4978 IN-4987
Cable	Updating or saving a Cable Path on a Multiple Location Service no longer displays the message "A path may only be added to a Service with a Location."	IN-5670
General	The Crystal Reports: Batch Filters Grid should no longer fail to load for Oracle customers.	IN-5622
Imports & Exports	When creating Upgrade/Downgrade Actions via an Import, the Billable and Report 911 flags are now pulled from the Service Catalog, not the existing Service values (if values are not provided in the Import File).	IN-4978 IN-4987
Services	Generating a range of non-Phone Service records should no longer fail to create the Service records.	IN-5184 IN-5222 IN-5194
Service Desk	Increased the size of the "From Equipment Catalog" and "To Equipment Catalog" columns for the Service Desk Cable records to prevent data truncation. The Service Desk Cable Archive table was also updated.	IN-5047
	Adding a User-Defined Column (UDC) to the My Service Desk Workgroup or Workflow grids no longer displays an "Oops Error" message.	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.	IN-5090 IN-3923
	Returning Equipment on a Billed or Completed Action should once again create a credit charge.	IN-5177
	When creating Upgrade/Downgrade Actions on a Service Order, the Billable and Report 911 flags are now pulled from the Service Catalog, not the existing Service values.	IN-4978 IN-4987

Release 2019.7.9 (12-16-2020)

Component	Description	Incident(s)	Documentation
Billing	Billing Group Pricing now applies to GLA Charges.	IN-5072
Cable	Creating a new Cable Path from the Service form no longer defaults to creating the Path with a status of Left In.	IN-5066
Calls & Rating	The Call Rating process no longer fails if the Service Host cannot be determined.	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.
Inventory	Staging multiple pieces of Equipment at the same time from the Warehouse Actions grid no longer reuses the same Equipment record multiple times.	IN-4429
Reporting	Corrected minor formatting issues with PDF reports.	IN-5013
Service Desk	Users can now open the Service Desk Form that corresponds to the Workflow record from 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).	IN-4427	My Service Desk Workflow
	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.		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.	IN-4336
	The "Type Value" selector on the Escalation Criteria form now lists all Service Desk Types.
	Service Desk number formats less than 8 digits now work properly.
	Service Desk Items will no longer allow Services and Equipment to be Owned by both 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.	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.)	IN-5090 IN-3923

Release 2019.7.8 (10-06-2020)

Component	Description	Incident(s)
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.
Billing	The Bill process now checks for Equipment Billling Group overrides for Equipment Charges.	IN-4342
Billing	The Bill process now checks for Billling Group overrides for GLA Charges.
Custom Logic	Restored the data displayed on the Schedule Tab on the Custom Events screen.	IN-4333
Inventory	The Warehouse Actions Return is now changing the Service Desk Equipment 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.	IN-4304 IN-4262
General	Fixed issues with the validator when creating an empty database for new installs.
Reporting	Due to licensing the constraints of Oracle Java, we have officially dropped support and switched to using OpenJDK for Crystal Reports. Please submit any requests to upgrade java on our portal help.pcr.com.
Services	The Call Details Tab on the Service form now includes Rated Unbillable calls.	IN-4316
Service Desk	Service Desk Actions will no longer display an erroneous "was not found in the haystack" error on the Service Options field.
Service Desk	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).	IN-3000 IN-4225 IN-4239 IN-4365 IN-4192

Release 2019.7.7 (09-01-2020)

Component	Description	Incident(s)	Documentation
CustomerCenter	Approved Service Requests are now showing in the Service Requests Grid.
Custom Logic	Customer Validation now supports using call function to invoke Write methods for API types.		Custom Validation Syntax
Events & Notifications	Workflow Start Date Notifications/Escalations are now triggered when the Workflow Start Date is set automatically.	IN-4216
Services	The Service Desk tab on Services once again includes Pending Add Actions.	IN-4215
Service Desk	Completing a Service ID Action no longer clears the Path Location.	IN-4188
Service Desk	SDC Workflow steps that should be added at completion are now added to Incidents and Work Orders upon completion.	IN-4196

Release 2019.7.6 (08-06-2020)

Component	Description	Incident(s)	Documentation
API	The Service Desk API now properly supports Service/ Equipment UDFs on Incidents.		Service Desk API Calls
CustomerCenter	The Service Option flags (Billable, Directory, Report 911, etc.) are now set for Task, Change, and Remove Actions on Service Requests created from CustomerCenter.	IN201833105 IN-2965
	SDCs are now properly applied to Service Requests when a matching SDC is found.	IN-4125
	Existing Service Charges are now added to Change Actions on a Service Request.	IN-4125
	Task Actions are no longer converted to or displayed as Add Actions in the Cart. Similarly, in certain cases, Add actions are no longer converted to or displayed as Tasks in the Cart.
Service Desk	Converting an Estimate to an Action now allows applying the Estimate to Task Actions.	IN-4153

Release 2019.7.5 (08-03-2020)

Component	Description	Incident(s)
Billing	The "Test File" column on the Call Details grid has been restored.	IN-3983
Billing	Back Dating a Monthly Recurring Charge Stop Date on a Back-Billing & Forward-Billing Charge no longer generates double Credits	IN-4051
Cable	The Service Location column on the Ports/Pins/Lens grid now displays data for the "To Port" on a Path.	IN-3873
Events	Events that occur during the Fall Daylight Savings Time change should no longer fail.
General	Long-running reports sent via email no longer get stuck in an infinite loop (which prevented the reports from being sent out).	IN-3963 IN-3965 IN-3968 IN-3970 IN-3964 IN-3966
Service Desk	Completing a Service ID Action now sets the Ports/Pins/Lens status to Assigned. (Previously this was set to PDPC)
	Default Charges from Task type Service Catalogs are now applied to Task Actions.	IN-4031 IN-3915
	The Add From SDC button on the Service Desk Workflow tab, now selects from the correct SDCs.	IN-4094
	Adding Equipment to an Incident Request no longer generates an Oops Error.

Release 2019.7.4 (05-20-2020)

Component	Description	Incident(s)	Documentation
API	Added SDC support to the Add Incident API endpoint.		Service Desk API
	Incidents created by API now automatically select an SDC when one is not provided.
	Added the 'bill_date' parameter to the Service Charges API endpoint. This allows setting a Start Date for recurring charges via the API.	IN-3375	Service API Calls
Billing	Clicking on the "Switch to full detail view" link, on certain Test Bills, no longer redirects you to an error page.
Cable	The Ports/Pins/Lens Add Range functionality now properly updates Back Connects for ranges over 100 PPLs.	IN-3770
	Various "minor" issues with the Port Side Requirement were addressed.
	Service Desk Remove Actions now set Cable Pairs and Ports/Pins/Lens to Spare upon completion of the Action.	IN-3785 IN-3792 IN-3816
	Adding Multiple Path Legs no longer causes an error when adding a non-spare Ports/Pins/Lens to the same Path.	IN-3039
General	Expanded the Authentication Mapping (AUTH_MAPPING) field on the ROLES table to allow for longer SSO Group names.		Authorization Parameters
Services	When a Service is used on a Service Order that has multiple Actions, the Service Desk tab 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.	IN-3622 IN-3736

Release 2019.7.3 (04-29-2020)

Component	Description	Incident(s)	Documentation
API	Creating a Service Desk Action via the API now sets the SDC_RECID. This bug prevented Workflows, Charges, etc. on an SDC from adding to the Action.	IN-2909 IN-2894
Billing	Refinements 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 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.	IN-3519 IN-2859 IN-3207	Invoices Billing Parameters
Billing	The GLA Conflicts grid no longer generates an "Oops Error" when getting the grid count.	IN-3688
General	Numerous E911 Fixes and Improvements. Significantly increased the speed of the E911 Export process. Corrected the Community Name 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.		Exports E911 Feed
Service Desk	The Assigned Workflow and Workgroup grids now include Pending Workflow on Completed Service Desk Orders.	IN-3743

Release 2019.7.2 (03-16-2020)

Component	Description	Incident(s)	Documentation
Billing	Clicking the Billing tab on the Equipment form no longer causes an "oops" error.
Catalogs	Making a Charge Catalog Inactive now stops or deletes the Charges on a Service desk item when the Service Desk item has a status of Pending, Hold, or Complete. If the Service Desk item has a status of Void, Finalized, or Billed, the Charges will not be stopped/deleted. This applies to all Service Desk Equipment and Service Charges. Previously it would attempt to alter items with a status of Void, Finalized, or Billed.	IN-3580
Communications	Added Cisco features: Added the Associated Devices tab for Directory Numbers to the Service Desk Actions Communication form. Added a column to the Endpoint/Phone picker to indicate whether the endpoint/phone has an associated directory number.		Cisco Documentation
	Removed the checkboxes from Cisco Bulk Update Grids.	IN-3480
	The auto-assign for Cisco Gateway Endpoints/Phones on Service Desk Move Actions now uses the "Move To" Location instead of the original Location.	IN-3432	Cisco Documentation
	Adding a new Analog Endpoint/Analog Phone via a Service Desk Action now populates the directory number information from Device Defaults.	IN-3321
General	Refinements to the Demolish Location form: Updated the demolish button image and text Increased the form size Changed the event comment from "Event" to "Scheduled Archive Event"		Locations Location Catalogs
Services	Non-billable Services (i.e., the billable flag is not checked) with Charges, are now picked up by the Aging Process.
Services	The Service Aging 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.	IN-3570 IN-3566
Service Desk	Service Desk Printout fixes: Saving the Print Prefs on the Service Order grid, and printing an Action, no longer leaves off the child data from the Action(s). The Service ID now displays on Service Desk Action printouts. Printing the Actions for a Service Order no longer repeats the Cable info for all of the Actions on each of the Action printouts.	IN-3532
	Returning Service Desk Equipment no longer drops the Equipment Charges when more than one Charge exists on the Service Desk item and those Charges have different Expense Types.	IN-3345
	The GLA Replace Process once again replaces the GLA on Service Charges.	IN-3506 IN-2910 IN-2923

Release 2019.7.1 (02-21-2020)

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

Release 2019.7 (01-27-2020)

Component	Description	Incident(s)	Documentation
API	Added the ability to create Work Orders via the API.		Work Order API
API	Added API attachment support for Service Desk API calls.		Service Desk API Calls Service Desk Action API Calls
Billing	The Billing Group totals on the Bill now match the data on the "Billing Group" form.
Cable	Removed 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.	IN201834275 IN201935535 IN201834626	Service Desk Cabling Report Building Adhoc Grids
	The Ports/Pins/Lens Range Generator no longer generates PPL records with the same IP Address when using an IP Address for the Range.
	Adding Multiple Path Legs 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 Service Desk Path Leg from the Service Desk Path Leg form no longer fails.	IN-3039
Communications	Closing an Avaya form with unsaved data now prompts the user to save the record.
General	Added a "Modified Date" and "Modified By" column to the Department Hierarchy grid. Note: This change may affect saved perspectives.	Users Group 2019
General	Removed the "Password Reset" button on the Add New Users form. (Resetting the password on a User before saving the record would throw an error)
Imports & Exports	Added a Work Order Import.		Work Order Import
	Added a Service Desk Miscellaneous Action Import.		Service Order Imports
	Added a field for the "Associated Project" to the Service Desk Imports and "Associated Problem" to the Work Order Import.		Service Order Imports
	Numerous fixes to Service Desk Imports: The CSR field 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 Imports. The Service Desk Import can now create Task actions without a Service Catalog specified. Only Upgrade/Downgrade Actions require the Service Catalog. The Service Desk Import now generates an error if an Owner is specified for anything other than an Add Action 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 Inactive status 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 Move-to Location 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 Catalogs with the Category flag set).	IN201834801	Service Desk Imports
Inventory	Added a "Display SD" button to the Warehouse Actions grid that opens the Service Desk record associated with the Equipment selected on the grid.	IN-2929	Warehouse Actions
	Added the "Manufacturer" and "Manufacturer Part Number" from the Equipment Catalog to the Equipment Grid. Note: This change may affect saved perspectives.	Users Group 2019
	Changed the 'Activity' tab on Equipment to 'Service Desk'.		Service Desk Tab
	Related Equipment Permissions no longer fail to update when updating Equipment Catalog records with more than 1000 child records.	IN201935538
	Returning Equipment on the Warehouse Actions grid now accounts for the Expense Type on the Equipment.	IN-2841
Services	Addressed issues related to Multiple Location Services: Unchecking the Multiple Locations 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.	IN201833807 IN-2876 IN-2839
Service Desk	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 Location deletion (i.e., demolish). It provides the ability to Demolish a Location, which deletes the Location along with all sub-Locations and associated Cable Data. Added a weekly event that will archive Service Desk Items based on the Service Desk Archiving Days setting on the tenant. Added a manual process for archiving individual Service Desk Items that are eligible for Archiving. Added an Archive Grid for each Service Desk type, and printouts for each of the Archived Service Desk types. (there are no forms for Archived Items). 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 new audit type of "Archive" to indicate (with an Audit record) when a Service Desk Item was archived. The Service Desk Tab 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.	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 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 Work Order Import. Added the ability to create Work Orders via the API. Renames all usage of "Orders" in PCR-360 to "Service Orders" to differentiate from Work Orders.		Work Order Requirements Service Desk Work Order Work Order API Work Order Import Associating Work Orders to Service Orders
	Added the Reference Field to Task Actions.		Task Types
	Redesigned the My Service Desk: Assigned and Workgroup grids towards a workflow focus. Note: This change may affect saved perspectives.		My Service Desk Grids
	Removed the Service Desk Cabling 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.	IN201834275	Cable Locations Report Building Adhoc Grids
	Fixed a typo in the Cabling section of the Service Order Printout. (This affected the non-graphical version only).
	The Service Desk Charges Tab is now editable for Completed Service Desk Items. (Previously it was read-only)
	Fixed the Email Thread Section of the Service Desk Printout; it now shows values for Name, Subject, and Email.
	The Service ID now displays on Remove Action Printouts for Remove Actions created from the 360 Wizard.	IN-3139
	The Worker column is now populated by the SDC Workflow when it specifies the Workgroup and the Worker. (This stopped working in 2019.5)	IN-3269
	The Service Options field on Actions is no longer disabled after navigating from a Completed or Finalized Action to a Pending Action. This was problematic because if the Service Options were disabled, completing the Pending Action would clear the Service Flags (i.e., Report 911, Directory, Billable, etc.)	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 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

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 Location Permissions to a Service Catalog no longer prevents selecting any Service Catalog 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	Incident(s)	Documentation
Billing	Annual Recurring Charges, Semi-Annual Recurring Charges, and Quarterly Recurring Charges now bill correctly.		Forum Post
Cable	Renumbering a Cable Path no longer fails on Services with multiple associated Service Desk Actions.
	Removing Service Desk Cabling (Deleting or Voiding) now returns the cable statuses to Assigned.
	The Service Desk Cabling Auto-Assign no longer throws a "Duplicate Record" error indiscriminately. (This prevented closing Service Orders.)	IN-3018 IN-3263
	The Equipment ID (for Equipment that does not have a Location), is now displayed in the Completed Cabling tab.
Communications	Cisco "Change" Actions now respect the selected Directory Number (DN) on the Action.	IN-3233
Communications	Cisco Analog Endpoints/Phones now use the correct form.	IN-3319
CustomerCenter	Now, when a request is approved in CustomerCenter, the remark is created showing the actual approved amount instead of $0.00.	IN-3351
	Reopening the "Order Details" for Task Actions no longer shows the wrong form.	IN-3302
	The Approval Grid no longer shows the wrong Service Desk Item when using the Service Request link on the Approval page.	IN-3244 IN-3254
	The Owner on a Change Action now matches the Owner on the Service record (rather than defaulting to the logged-in user)
Imports & Exports	The Full Cable Path Import no longer replaces the path with different Service values (that are on the same Location).	IN-3303
Service Desk	The Equipment Catalog is no longer missing from the Service Order Printout.	IN-3357

Release 2019.6.1 (12-10-2019)

Component

Description

Type

Incident(s)

Documentation

Cable

The Service Desk Cabling Auto-Assign now properly links existing Paths. Previously, the auto-assign was throwing a Duplicate Path error.

IN-3018

Release 2019.6 (11-14-2019)

Component	Description	Incident(s)	Documentation
API	The API now properly obeys Service Location Permissions. Previously, if no Service Catalogs set any Location Permissions (used for Services), the validation failed and would not create the Service Desk item.	IN-2846 (IN201935500)	Service Pools Upgrade/Downgrade Actions
API	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.		Service Desk API
Cable	The Show All/Show Restricted slider setting on pickers can now be saved with a Picker Perspective.	IN-2987 (IN201834047)
CustomerCenter	Changing the Stand-Alone Equipment Quantity from within the cart (using the Qty arrows) now carries through to the Service Request.	IN201936263
CustomerCenter	Phone numbers in the My Services/Equipment grid and on the Directory page are now correctly formatted like phone numbers.		Directory
General	The Custom Event Schedule form is no longer read-only.
	LDAP role mapping no longer fails when a group name contains commas.
	User-Defined Fields (UDFs) can now be used as the sorting column on a Saved Perspective.	IN-2990 (IN201834114)
Imports & Exports	The Equipment Catalog Import can now import Equipment Catalog User-Defined Fields.	IN-2893 (IN201936333)
Imports & Exports	The API now correctly obeys Service Location Permissions. Previously, if no Service Catalogs set any Location Permissions, the validation failed and would not create the Service Desk item.	IN-2846 (IN201935500)	Service Pools Upgrade/Downgrade Actions
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.	Part of IN-2885 (IN201936207)	Service Desk Equipment
	Service Desk Task Actions now load Default NRC Charges from the Charge Catalog. Task Actions will not allow MRC Default Charges.
	A change in 2019.3 caused several extra columns to appear on the Service Desk Equipment tab; the Equipment tab now displays the correct number of columns.		Service Desk Equipment
	Adding Location Permissions to a Service Catalog no longer prevents selecting any Service Catalog on Upgrade/Downgrade Actions. Catalogs are now appropriately restricted by the Locations on the Service Catalog and Service Pools.	IN-2846 (IN201935500)	Service Pools Upgrade/Downgrade Actions
	Inactive Service Pools no longer prevent selecting a Service Catalog on Upgrade/Downgrade Actions.	IN-2846 (IN201935500)	Service Pools Upgrade/Downgrade Actions

Database Changes in 2019.6

There are no database changes for 2019.6.

2019.5

Notable Changes

Optimized the Charges Grid and Ports/Pins/Lens Picker.
Added an Open Source Button to the Charges Grid.
Added Ports/Pins/Lens Transfer Import
Added an Add From SDC button to the Service Desk Workflow tab
Added a unique key on Ports/Pins/Lens. The Port/Pin/Len Side is now required. 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 cleaning up the data on production before they can upgrade to 2019.5 (or later) in production. We will NOT upgrade 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 help@pcr.com 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	Incident(s)
Billing	Using GLA Splits no longer cause the Bill Progress Percentages to go above 100%.
	The Invoiced Amount on the Invoice Printout, Invoices Grid, and the GLA Account Totals/Current Balance now includes the Taxed Amount.	IN-2921 (IN201936601)
	Calls and Usage attached to Services with Split Expense GLAs Percentages now bill on each split. (Previously only the first split was billed).
	The Override Amount on Service Desk Equipment Charges is now carried over to the Equipment Charges after the Service Desk Item is Finalized.	IN-2922 (IN201936602)
CustomerCenter	Users can now set the Account Number/Default GLA on Stand-Alone Equipment. However, the Owner and GLA MUST be the same 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).	(IN201936659)
CustomerCenter	Creating a New Contact with CustomerCenter no longer throws an error.

Release 2019.5.1 (10-23-2019)

Component

Description

Type

Incident(s)

Documentation

Billing

Charges stopped exactly on the Start Date of a Bill now Prorate correctly.

IN201936583

Test Bills and Bill Estimates no longer flag charges as Billing Complete.

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).

Release 2019.5 (10-07-2019)

Component	Description	Incident(s)	Documentation
API	Added token-based authentication to Service Host REST API for Team Dynamix.		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)		Charges Report
	Added an Open Source button to the Admin → Billing → View/Report → Charges Grid. The new button opens the Source record: Service, GLA, Equipment, or Service Desk.
	Optimized the Admin → Billing → View/Report → Charges Grid 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).
	The Bill grid's Check Progress form no longer shows more than 100% in the Processing Bill Calls 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.
	GLA Changes now properly update Alternate Recurring Charges (Annual Recurring, Semi-Annual Recurring, and Quarterly Recurring).		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 Ports/Pins/Lens picker for Equipment records that have more than 10,000 ports.
Cable	Added a unique key on Ports/Pins/Lens. The Ports/Pins/Lens Side 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 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 help@pcr.com for assistance.		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 9608SIP set types		Avaya Documentation
CustomerCenter	Approvers are now able to see the Cancel Request Button on the View Request Page for their Requests.	IN201935025
CustomerCenter	The original Owner of a Service or Equipment is now preserved for a Change Owner Request.	IN201936238 IN201834895
General	Fixed an issue where some tool-tips, filters, and hover images would appear behind a PCR-360 form.	IN201731534
General	Users can now update existing List Values.	IN201936427
Imports & Exports	Added a Ports/Pins/Lens Transfer Import that will transfer ports from one Equipment record to another.		Ports/Pins/Lens/ Transfer Import
Services	The Associated Service Picker 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.
Service Desk	Added an Add From SDC button to the Service Desk Workflow tab. This button allows adding SDC workflow to any existing Service Desk item that is not closed (i.e., Void, Denied, Finalized, Billed, etc.).		Additional SDC Workflow: Requirements Workflow SDC
	Add Actions created by the PCR-360 Wizard now set the Service Options (Billable, Report 911), and the Default Service Host using the Service Catalog's defaults.	IN201833229 IN201834684
	Fixed alignment issues with the Service Order Description on the Service Desk Printout.	IN201936068
	The Workgroup and Worker fields are once again editable on the Service Desk Labor Form.	IN201935841 IN201935576	Service Desk Labor
	Equipment SDCs no longer match SDCs with the 'Any' SDC type selected. Equipment SDCs must exactly match the Equipment Catalog on the Service Desk Item.

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` `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

2019.4

Notable Changes

We added Historical Cable Data 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 Service Order Only 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 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 removed calDav support from the PCR-360 Calendar.
Users with an Administrator role can now add the Row ID column to any grid or picker.
When an Action is saved with a Service selected, Service Remarks are now automatically copied into the Activity/Remarks tab of the Action.
Added the ability to 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	Incident(s)
Billing	Using GLA Splits no longer cause the Bill Progress Percentages to go above 100%.
	The Invoiced Amount on the Invoice Printout, Invoices Grid, and the GLA Account Totals/Current Balance now includes the Taxed Amount.	IN-2921 (IN201936601)
	Calls and Usage attached to Services with Split Expense GLAs Percentages now bill on each split. (Previously only the first split was billed).
	The Override Amount on Service Desk Equipment Charges is now carried over to the Equipment Charges after the Service Desk Item is Finalized.	IN-2922 (IN201936602)

Release 2019.4.2 (10-23-2019)

Component

Description

Type

Incident(s)

Documentation

Billing

Charges stopped exactly on the Start Date of a Bill now Prorate correctly.

IN201936583

Test Bills and Bill Estimates no longer flag charges as Billing Complete.

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).

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 Perspective sometimes unchecked the Auto Load Data checkbox." This bug will be addressed in a future release.

IN201936364

IN201936437

Release 2019.4 (08-26-2019)

Component	Description	Incident(s)	Documentation
API	Added a Service Desk Task Action endpoint.		Service Desk API Calls
Billing	Added a GLA format column to the Invoices grid.
Billing	The GLA Replace process now adds a remark 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.	IN201834069 IN201832689	GLA Catalogs GLA Tabs
Cable	Added buttons to the Service Desk Cable form that open PPL Range forms for Origination and Destination Equipment.		Service Desk Cabling Ports/Pins/Lens Form
	Replacing a Pair on the Path Leg form now replaces the From and To Ports.
	Replacing a Pair or Port on the Paths Legs form now changes the old pair to Spare (if it isn't on any other paths).
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.		Cisco Communication Module Service Desk Communication Service Hosts
Communications	Fixed number of form issues and bugs in the Cisco Module.
CustomerCenter	Service Order Only Actions are now Task Actions.		See Task Actions changes for more detail
	User-Defined Date fields in CustomerCenter no longer erroneously fail validation.
	We have fixed several display issues in CustomerCenter: Pickers now render correctly. The "Add Row" menu for User-Defined Tables in CustomerCenter now displays over the table.
	Removed the 'Catalog Search' Box from Change and Remove Request forms.
	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.
	Ordering stand-alone Equipment no longer adds multiple Default GLAs to the Request.
	Service and Equipment UDFs are now displayed on Report A Problem.
	Equipment UDFs can now be shown in CustomerCenter.	IN201935752
	Deleting Ready To Submit requests no longer throws an error.	IN201936307 IN201936258 IN201935476
Escalations & Notifications	Fixed layout issues with the Escalation Sequence form.
General	Users with an Administrator role can now add the Row ID column to any grid or picker.		How to get RECID values Permissions
	Added a Master Lock mechanism to reduce the database impact from demanding Events. Only one Event in the Master Lock group may run at any given time.		Events
	Removed calDav support from the PCR-360 Calendar.	IN201935781	Calendar
	User-Defined Fields can be deleted from the system entirely; the system will no longer throw an error if values are assigned to the UDFs.	IN201833382
	Location History Report now includes changes to Location Servicing Equipment.	IN201726075
Inventory	Added an "Add Existing" Button to the Equipment Children tab.		Inventory - Equipment Children
Imports & Exports	Added a Service Desk Task Action Import.		Service Desk Imports
	Imports can now run 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).		Import File Formats
	The Available Charges Bulk Update 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).
Services	Improved the Service ID validation against the Service Catalog's Format for the API, Imports, Services, Service Desk Actions, etc.
Service Desk	Added Task Actions 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.		Task Action Requirements Task Action Usage Service Catalog Changes Service Desk Actions
	Added Historical Cable Data to Service Desk. Once a Service Desk Item is Completed or Voided, Cabling data is captured and stored permanently. Completed Service Desk Items do not reflect changes to live Cable Data.	IN201935605 IN201834358	Service Desk Cabling Service Desk Completed Cabling
	Added two new reporting buttons to the Completed Cabling tab: View Historical Path displays the Path before completing the Order. View Current Path displays the current path on the Service.		Service Desk Completed Cabling
	When an Action is saved with a Service selected, Service Remarks are now automatically copied into the Activity/Remarks tab of the Action. Note: This functionality won on Voting List #3		Service Desk Activity/Remarks
	Increased the size of the Data ID field on Service Desk Actions.	IN201935599	Service Desk Actions Service Desk Cabling Service Desk Communication
	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.		Service Desk Actions Service Desk Cabling Service Desk Communication
	Task actions (formally Service Order Only Actions) with charges can no longer be completed without an Owner.	IN201833454
	Upgrade/Downgrade Actions 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.	IN201834380
	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.		Upgrade/Downgrade Actions Create an Upgrade/Downgrade Action
	Upgrade/Downgrade Actions now update the Service Catalog on the Service upon completion of the Action. This stopped working in 2018.1.
	The entire Service Desk Cabling form is now "Read Only" for Out Cable Actions. The Add, Clear, and Swap buttons are no longer accessible on Out Cable Actions.
	Swap Actions now complete without an error when one Service has a Cable Path, and the other does not.
	Pairs/Ports are now Assigned after completing a Swap Action.
	Deleting the Cable Path Legs on a Swap action now sets the Pairs/Ports back to Assigned, rather than Pending Connect/Pending Disconnect.
	The Service Desk View Path report now displays the Service/Circuit ID and Reference for Pending Actions.
	The Service Desk 360 Wizard now populates the SDC column for Service Desk Actions.	IN201935119
	Adding new Cable Data to Incidents no longer throws an error.
	Alternate Recurring Charges with an action of "Stop" on Service Desk now properly stop when the Order/Action is Finalized.	IN201935363
	Completing a Service Order with no Actions on it no longer throws an error.

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

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	Incident(s)
Billing	Using GLA Splits no longer cause the Bill Progress Percentages to go above 100%.
	The Invoiced Amount on the Invoice Printout, Invoices Grid, and the GLA Account Totals/Current Balance now includes the Taxed Amount.	IN-2921 (IN201936601)
	Calls and Usage attached to Services with Split Expense GLAs Percentages now bill on each split. (Previously only the first split was billed).
	The Override Amount on Service Desk Equipment Charges is now carried over to the Equipment Charges after the Service Desk Item is Finalized.	IN-2922 (IN201936602)

Release 2019.3.8 (10-23-2019)

Component	Description	Type	Incident(s)	Documentation
Billing	Charges stopped exactly on the Start Date of a Bill now Prorate correctly.		IN201936583
Billing	Test Bills and Bill Estimates no longer flag charges as Billing Complete.

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 Perspective sometimes unchecked the Auto Load Data checkbox." This bug will be addressed in a future release.

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.

Cable

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

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.

IN201936263

Call Processing

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

Release 2019.3.4 (08-05-2019)

Component

Description

Type

Incident(s)

Documentation

Billing

The Bill Archive process no longer fails.

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.

CustomerCenter

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

Calls

Restored the Call Type Column to the Call Details grid.

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.

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.

Time Entry

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

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.

IN201935378

Service Desk

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

Release 2019.3 (05-28-19)

Component	Description	Type	Incident(s)	Documentation
Component	Description	Type	Incident(s)	Documentation
API	Added a Service Desk Labor endpoint to the API.			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.		IN201731626 IN201731500	View Bill
	Long Service Desk Descriptions without spaces no longer run off the side of the Report Printout.		IN201731654
	Bill Approval no longer throws an error when the Invoices configuration option is disabled.
Calls	Added "Cost Before Markup" to the Call Details and Usage Details grids.
CustomerCenter	Removing a piece of stand-alone Equipment from the My Equipment Grid in CustomerCenter no longer triggers a 500 Error.		IN201935413
CustomerCenter	The Request Tracking Page now displays the "Move To Location", "Move Address", and "Move Building ID" when a "Move To Location" is entered on the 'Action'.
General	Grid counts are now disabled by default. This greatly improves overall application performance and reduces load times on grids.			The Grid Pickers Count Report Getting Started
	Changed Building Number to Building ID on the Locations grid and the Locations' Address tab.			Locations Tabs Locations Imports 360 View
	Subgrid page navigation now works correctly. Some subgrids were not displaying information; this has been fixed.			The Grid
	Dashboard drill-down now displays the correct number of results.		IN201832282
	Navigating Tab Grids with the Next and Previous buttons no longer generates an error when trying to navigate past the first or last page.
Inventory	Inventory counts now exclude Consumed Equipment Records. This includes the Equipment Availability Indicator.
Inventory	The Associated Service ID Picker on Equipment now properly limits the Services by Location for Single-Location Services.		IN201834873
Imports & Exports	Improved the performance of the GLA Charge Import.		IN201935271
	The Equipment Import can now update the Location of Existing Equipment.		IN201832773	Equipment Import
	If the Service Import 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.		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.
	The Equipment Import no longer throws an error when the import line contains unit values.		IN201935592
Reporting	When CSV is the default option on the Generate Report Form, the Send Email checkbox is now enabled.
Services	Added the fields "Company ID", "Reference" and "Rating Group" to the Service Bulk Update.		IN201834935 IN201834931	Service Bulk Update
Service Desk	Added a "Location Column" to the Service Desk Workflow Report. Added a "Move To Location" Column to the Service Desk Workflow Report.
	Optimized the Service Desk Equipment Report so it no longer hangs when loading the grid.
	The Service Desk Labor Report now correctly opens the Service Desk Form instead of the Service Desk Labor Form.

Database Changes in 2019.3

No Database changes were made for 2019.3.

2019.2

Note: All versions after 2018.1 require an upgrade to PHP 7.2, 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 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.

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.

IN201935671

Release 2019.2.2 (05-10-2019)

Component

Description

Type

Incident(s)

Documentation

API

The permissions set on each API Endpoint are now obeyed when called from a Custom Endpoint.

Custom API

Escalations & Notifications

Added a process to convert the Escalation Sequences to the new format used in 2019.1.

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.

Release 2019.2 (04-19-19)

Component	Description	Incident(s)	Documentation
API	Reworked the API Error Responses to be consistent for all endpoints.		API
Cable	Fixed an issue where using the general search on the Ports/Pins/Lens grid (on the Equipment form) would throw an error.	IN201834888 IN201935103
Communications	Added COR functionality to the Avaya module.		Communications Module Avaya COR
Communications	Added Avaya Authorization Code functionality.		Avaya Authorization Codes
CustomerCenter	Added Package Types.		Service Desk Packages Packages
	On the Order Details Form: Changed the "Apply All" label to "Apply Order Details". Changed the "Yes" option to "Overwrite All Order Details".		Order Details
	The Location Picker was displayed on every Catalog page; now it is only displayed on the page when items on that page have Location Restrictions.		Add a Service Add Equipment
	Fixed an issue where long Package Descriptions (with line breaks) were causing layout inconsistencies on the Packages page.		Service Desk Packages Packages
	The Additional Charges section now displays the text "none" when no charges exist (instead of a blank line).
Events & Notifications	Fixed an issue causing Events to fail during the fall Daylight Savings Time transition.
General	The following functions, keywords and classes are now allowed in Custom Logic: new DateTime DateInterval add sub diff format setTimestamp setTime setDate		Custom Logic Syntax How To: Scheduling Regular Maintenance
	Improvements to 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.		Custom Validation
	Fixed an issue with Custom Validation where improperly formatted code in the validation message would trigger an "Oops Error" instead of displaying the appropriate error message.
	Fixed an issue where some pickers would not load the Default Perspective.	IN201833946 IN201834044
	Fixed a variety of display issues related to HTML in Remarks data. HTML entered into the system via the API, Imports or the Remarks form is now filtered to remove any potentially problematic or malformed HTML.	IN201832912 IN201732074 IN201832314	Allowed HTML Tags
Imports & Exports	Fixed an issue causing Exports to fail when manually triggered from the Exports Files grid.
	Removed several unused columns from Import Definitions.		Database Changes
	Fixed an issue where Authcode Calls were not always rated using the correct call type for local or long-distance calls.
Reporting	Fixed an issue preventing the Crystal Report Batch process from sending the completion message. Fixed an issue preventing the Crystal Report Batch process from deleting Event the Batch is linked to.	IN201834202
Service Desk	Fixed an issue where Service Desk Remove Actions removed the Location on the Service after completion of the Action.	IN201833926
	Fixed an issue where returning Equipment with a credit charge was applying a double credit after the return (rather than a Debit to cancel out the original credit).	IN201833399
	Fixed an issue where the Service Desk Auto-Assign was not filtering by the Location selected on the Action.

Database Changes in 2019.2

Table Name	Change	Table Changes
CONTACTS_REMARKS	update	ADD COLUMN HTML_REMARKS NOT NULL ADD COLUMN PLAIN_REMARKS NOT NULL DROP COLUMN REMARKS
DEPT_HIERARCHY_REMARKS	update	ADD COLUMN HTML_REMARKS NOT NULL ADD COLUMN PLAIN_REMARKS NOT NULL DROP COLUMN REMARKS
SERVICES_REMARKS	update	ADD COLUMN HTML_REMARKS NOT NULL ADD COLUMN PLAIN_REMARKS NOT NULL DROP COLUMN REMARKS
EQUIPMENT_REMARKS	update	ADD COLUMN HTML_REMARKS NOT NULL ADD COLUMN PLAIN_REMARKS NOT NULL DROP COLUMN REMARKS
SERVICE_DESK_ACTIVITY	update	ADD COLUMN HTML_REMARKS DEFAULT NULL ADD COLUMN PLAIN_REMARKS DEFAULT NULL DROP COLUMN REMARKS
PURCHASE_ORDER_ACTIVITY	update	ADD COLUMN HTML_REMARKS DEFAULT NULL ADD COLUMN PLAIN_REMARKS DEFAULT NULL DROP COLUMN REMARKS
RETURN_ORDER_ACTIVITY	update	ADD COLUMN HTML_REMARKS DEFAULT NULL ADD COLUMN PLAIN_REMARKS DEFAULT NULL DROP COLUMN REMARKS
PAYMENTS_REMARKS	update	ADD COLUMN HTML_REMARKS NO NULL ADD COLUMN PLAIN_REMARKS NOT NULL DROP COLUMN REMARKS
PACKAGES	update	ADD COLUMN PACKAGE_TYPE_LISTS_RECID INTEGER NOT NULL
IMPORT_RECORD_TYPES_COLS	update	Removed BILLED_DATE, CONSUMED, SDA_NUMBER and AVAILABLE_SERVICE_HOST as column options.
LOCATIONS_REMARKS	update	ADD COLUMN HTML_REMARKS NO NULL ADD COLUMN PLAIN_REMARKS NOT NULL DROP COLUMN REMARKS
GLA_ACTIVITY	update	ADD COLUMN HTML_REMARKS DEFAULT NULL ADD COLUMN PLAIN_REMARKS DEFAULT NULL DROP COLUMN REMARKS
AVAYA_AARDIGITCONVERSION	update	Renamed AVAYA_AARDIGITCONVERSION TO AVAYA_AARDIGITCONVERSIONS
AVAYA_ABBREVIATEDDIALINGGROUP	update	Renamed AVAYA_ABBREVIATEDDIALINGGROUP TO AVAYA_ABBREVIATEDDIALINGGROUPS
AVAYA_AGENT	update	Renamed AVAYA_AGENT TO AVAYA_AGENTS
AVAYA_ANNOUNCEMENT	update	Renamed AVAYA_ANNOUNCEMENT TO AVAYA_ANNOUNCEMENTS
AVAYA_ARSDIGITCONVERSION	update	Renamed AVAYA_ARSDIGITCONVERSION TO AVAYA_ARSDIGITCONVERSIONS
AVAYA_AUDIOGROUP	update	Renamed AVAYA_AUDIOGROUP TO AVAYA_AUDIOGROUPS
AVAYA_AUTHORIZATIONCODE	update	Renamed AVAYA_AUTHORIZATIONCODE TO AVAYA_AUTHORIZATIONCODES
AVAYA_CABINET	update	Renamed AVAYA_CABINET TO AVAYA_CABINETS
AVAYA_COR	update	Renamed AVAYA_COR TO AVAYA_CORS
AVAYA_COVERAGEPATH	update	Renamed AVAYA_COVERAGEPATH TO AVAYA_COVERAGEPATHS
AVAYA_CTILINK	update	Renamed AVAYA_CTILINK TO AVAYA_CTILINKS
AVAYA_EXTENSIONTYPE	update	Renamed AVAYA_EXTENSIONTYPE TO AVAYA_EXTENSIONTYPES
AVAYA_HUNTGROUP	update	Renamed AVAYA_HUNTGROUP TO AVAYA_HUNTGROUPS
AVAYA_IPSERVERINTERFACE	update	Renamed AVAYA_IPSERVERINTERFACE TO AVAYA_IPSERVERINTERFACES
AVAYA_MEDIAGATEWAY	update	Renamed AVAYA_MEDIAGATEWAY TO AVAYA_MEDIAGATEWAYS
AVAYA_PICKUPGROUP	update	Renamed AVAYA_PICKUPGROUP TO AVAYA_PICKUPGROUPS
AVAYA_PORT	update	Renamed AVAYA_PORT TO AVAYA_PORTS
AVAYA_REGISTEREDIPSTATION	update	Renamed AVAYA_REGISTEREDIPSTATION TO AVAYA_REGISTEREDIPSTATIONS
AVAYA_ROUTEPATTERN	update	Renamed AVAYA_ROUTEPATTERN TO AVAYA_ROUTEPATTERNS
AVAYA_SIGNALINGGROUP	update	Renamed AVAYA_SIGNALINGGROUP TO AVAYA_SIGNALINGGROUPS
AVAYA_STATION	update	Renamed AVAYA_STATION TO AVAYA_STATIONS
AVAYA_TRUNKGROUP	update	Renamed AVAYA_TRUNKGROUP TO AVAYA_TRUNKGROUPS
AVAYA_UNIFORMDIALPLAN	update	Renamed AVAYA_UNIFORMDIALPLAN TO AVAYA_UNIFORMDIALPLANS
AVAYA_VDN	update	Renamed AVAYA_VDN TO AVAYA_VDNS
AVAYA_VECTOR	update	Renamed AVAYA_VECTOR TO AVAYA_VECTORS
AVAYA_WITNESSSTATION	update	Renamed AVAYA_WITNESSSTATION TO AVAYA_WITNESSSTATIONS

2019.1

Note: All versions after 2018.1 require an upgrade to PHP 7.2, 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, Grid Perspectives, or other custom processes. Please review the Previous Releases' Notes#Database Changes in 2019.1 to review the changes and make the necessary changes to your customizations.

Licensed Customers will need to install PHP 7.2 before we can upgrade test to 2019.1, the instructions can be found here: PHP 7.2 Upgrade. Please consult PCR before upgrading your system.

Release 2019.1.4 (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.

IN201935378

Release 2019.1.3 (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.		IN201935671

Release 2019.1.2 (05-10-2019)

Component	Description	Type	Incident(s)	Documentation
Escalations & Notifications	Added a process to convert the Escalation Sequences to the new format used in 2019.1.		IN201935672

Release 2019.1.1 (05-10-2019)

Component	Description	Type	Incident(s)	Documentation
API	The permissions set on each API Endpoint are now obeyed when called from a Custom Endpoint.			Custom API

Release 2019.1 (03-25-19)

Component	Description	Incident(s)	Documentation
API	Added the ability to use Authentication with API calls. Redesigned the API Permissions form. Added the ability to require Authentication. Added the ability to specify an Expiration Date for the API key.		API API Permissions Authorization Parameters
	Added the ability to Add and Update Contacts via the API.		Contact API Calls
	Added the ability to specify the Source field using the Service Desk API.		Service Desk API Calls
	Added an API Request Log to assist users with troubleshooting API calls. The log contains all Requests made to the PCR-360 API and the Response.		API Request Log
	Added the ability to associate Equipment with a Service Desk Item via the API.		Service Desk Equipment API Service Desk API
	Added the ability to add or update the Rating-Group via the Services API.		Services API
	Added the ability to specify an SDC with a Service Desk Action API call.		Service Desk Action API
	Added the ability to Stop the following types of Charges via the API: Service Charges Equipment Charges GLA Charges	IN201833443	Equipment Charges API Service Charges API GLA Charges API
	Added the Effective Flag to the following Charge APIs: Service Charge Equipment Charge GLA Charge		Equipment Charges API Service Charges API GLA Charges API
	Added the ability to create the following Action types via the API: Add Locations Actions Change Owner Actions Service ID Actions	Users Group	Service Desk Action API
	Modified the names and columns for various API tables.		Previous Releases' Notes#Database Changes in 2019.1
	Now all POST Requests require content in the body of the request. URL String parameters are no longer supported for POST Requests.		API
	Added a check to the Services API POST to allow editing a Service with a Formatted Service ID. The API now checks for the Service, removing the requirement that Service RECID be passed via the API Request. Previously the API incorrectly created Duplicate Services.		Services API
	Corrected the API Service Charge Error message to properly reference the Service Charge rather than Equipment Charges.
	Corrected an issue with the Service Desk API not filling in all Auth Code Service Details. Added additional fields to Service Desk API - auth_code_type - classes_of_service - bandwidth		Service Desk API
	Updated the API to send proper response codes. API sends a 400 response code when the API key is missing or has invalid permissions. API requests now fail with a 503 response code when the application is in Maintenance Mode. More codes are specified in the documentation.		API Response Codes
	Fixed an issue where the GLA API was not properly enforcing required GLA Components.		GLA API
	Fixed an issue where the API did not populate Service Location on Remove Action if service is Multi-Location and only has one Location.	IN201834748
	The Service Desk API Change and Remove Actions now allow a Location for a Multiple-Location Service only if that Location is already associated to that Service. The API now returns appropriate error messages for change actions ("The 'location' provided is not associated with the Service." and "This Service has multiple Locations and requires the 'location' parameter.")	IN201834748	Service Desk Action API
	Fixed an issue where the Services API allowed duplicate GLA types of 100%.	IN201935127
Billing & Charges	The Bill process will be prevented from running if the Bill range overlaps an existing bill.		Bills
Cable	Fixed an issue where the From Equipment Location disappeared on the Cable Maintenance Grid when a pair strand was saved.	IN201935022
Calls	Fixed an issue where Call Rating would sometimes use the wrong Service Host value for Rating.	IN201832461
CustomerCenter	Fixed an issue where adding Stand-Alone Equipment to the cart would erroneously cause the system to report that Order Details were missing and prevent the cart from submitting.
CustomerCenter	Fixed an issue with the CustomerCenter Accounts Receivable Details widget where it only displayed Invoices for up to 8 accounts.
Escalations & Notifications	Added the following verbs to Escalations Sequences: POST (Create) PATCH (Change) PUT (Replace) DELETE		Escalations / Notifications
Escalations & Notifications	Changes to the Escalations Sequences Form: Updated the Escalations Sequences Form to allow only JSON for Service Host Rest Escalations. Removed the Table from the Escalations Sequences Form and replaced it with a JSON input area that validates JSON for Service Host Rest Escalations. Added a Template Data Selector to the Escalations Sequences form for Service Host Rest Escalations.		Escalations / Notifications Escalations / Notifications Prior to 2019.1 (for comparison)
General	Added a Source column to the Authentication Log to indicate whether a user logged in using LDAP, Shibboleth, the API etc.
	Renamed some Authorization Constants: Renamed AUTH_SESSION_EXPIRATION_SECONDS to AUTH_SESSION_ACTIVITY_SECONDS Renamed AUTH_SESSION_REMEMBER_SECONDS to AUTH_SESSION_LIFETIME_SECONDS Replaced AUTH_ADAPTER = "DbTable" with AUTH_ADAPTER = "Native"		Authorization Parameters API Permissions API
	With this release, the Catalog tab and the Default Charges tab are always visible on the Equipment Catalog form. Default charges are only deleted when the category flag is checked and the record saved. Both Active and Inactive charges are deleted from the Catalog.		Equipment Catalog
	PHP 7.2 removed support for mcrypt. All usages of mcrypt in PCR-360 have now been replaced with Openssl.
	Fixed an issue where the Adhoc Query Builder form would fail to load for certain users.	IN201832648
	Fixed an issue where saving a Perspective sometimes unchecked the Auto Load Data checkbox.	IN201622826
Imports & Exports	Added an Equipment Catalog Import.		Equipment Catalog Import
	Added the ability to Unhide Locations using the Cable Full Path Import or the Location Import.		Locations Import Cable Full Paths Import Additional Information on Hidden Locations
	Improved the performance of the GLA Import when updating UDF values.
	The Pair/Strand, Ports/Pins/Lens, and Full Path Imports now account for duplicate Equipment IDs. If the same Equipment ID exists on multiple Equipment records in the application and is referenced in the import file, the import will insert an error line into Imported Records instead of failing the entire file.	IN201833921 IN201833126	Ports/Pins/Lens Import Pair/Strands Import Cable Path Full Import Imports
	Fixed an issue causing the GLA Import to fail when trying to populate a GLA Picker UDF on a GLA.
	Fixed an issue where certain types of errors would cause the Cable Full Path Import to crash.
Service Desk	Added MAC Address to the Service Desk Equipment Form and Service Desk Equipment Picker.	IN201622826
	Fixed an issue where the duplicate Path Leg error message just displayed 'Failed to Save Record'. The error message has more detail to allow the user to correct the data.	IN201834772
	Fixed an issue where the Service ID was not displayed on the Service Desk Cabling Diagram for an Add Action.
	Fixed an issue that caused odd formatting of graphical Cabling Data on print reports.	IN201834904
	Fixed an issue where the Location Picker on the Service Desk Wizard allowed the user to select Inactive Service Location records.

Database Changes in 2019.1

Table Name	Change	Table Changes
APIS	Removed
AUTHENTICATION_LOG	Updated	Added AUTH_SOURCE VARCHAR(20)
BILLS	Updated	Added BILL_END_DATE DATETIME NULL Changed BILL_END_DATE to not allow NULL
API_KEYS	New
API_KEYS_PERMISSIONS	New
API_KEYS_USERS	New
API_KEYS_USERS_TOKENS	New
API_PERMISSIONS	New
API_REQUESTS	New

Additional Information on Hidden Locations

Before this change, if you had a Location record that you hid using the Hide Button on the Location Grid, and you tried to get the Cable Full Path or Location Import to create that Location, you would get an error. The import would check to see if the Location already existed. The check was ignoring hidden locations, treating them like they didn't exist. So, the import tried to create a new Location record and caused an SQL Duplicate error.

After this change, these two imports will notice that the Location already exists in a hidden state. Now the import retrieves the hidden Location record and updates it, so it is no longer hidden. The process will blank out any old information on the Location (from before it was hidden), so it will seem like a fresh new record. The remaining import logic will treat it as a new record and fill in the values as normal. The Imported Records grid will display a line showing a new Location record added.

A consequence of this is that if there were any old Service Orders that referenced this Location, then any details of the Location that were displayed on the Service Order will now show the new Location values instead of the original values. This problem will eventually be solved by the Service Order archiving change.

2018 and older

2018.1

Release 2018.1.5 (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.

IN201935378

Release 2018.1.4 (03-21-2019)

Component

Description

Type

Incident(s)

Documentation

Billing

Fixed an issue with Prorated Charges started during the current billing cycle. The charges billed for the entire month rather than using the Charge start date to calculate the cost.

IN201935380

IN201935378

Fixed an issue with the View Bill not displaying Calls or Usage in the Service Summary.

Service Desk

Fixed an issue where UDFs were not populated on Actions created from the 360 Service Desk Wizards.

IN201834648

Release 2018.1.3 (03-01-2019)

Component

Description

Type

Incident(s)

Documentation

Dashboard

Optimized the "Call Metrics" widget and fixed an issue where the widget prevented the application from loading. Customers using the Call Metrics widget will no longer receive the "Service Temporarily Unavailable" message.

Release 2018.1.2

Component

Description

Type

Incident(s)

Documentation

General

Fixed an issue where the "Last Modified" user was not updating after saving an existing record.

IN201935192

Release 2018.1.1

Component	Description	Incident(s)
Billing	Fixed an issue where the View Bill Service Summary was blank for Other Equipment Charges and Other Service Desk Charges.	IN201834648
Billing	Fixed an issue with the Accounts Receivable pre-loader to prevent a rollback when inserting records.
Service Desk	Fixed Multiple issues with the Service Desk Wizard: The Wizard now creates Change/Remove Actions for Suspended Services. Fixed an issue where Move Actions created by the Service Desk Wizard were not adding the "Move-To" Location on Equipment loaded from the Service. Fixed an issue causing the Service Grid on the Location 360 Form to display duplicate entries. Fixed an issue preventing Location selection on the Service Desk Wizard for Multi-Location Services. Fixed an issue where the wrong SDC was selected for Upgrade/Downgrade Actions. The Location field is now read-only for Change/Remove Actions on Services with no Locations.	IN201834801 IN201834580 IN201834648
Service Desk	Added a "Move-To" Location field to the Service Desk Wizard for Change Actions.

Release 2018.1 (12-20-18)

Component	Description	Incident(s)	Documentation
Billing & Charges	Added Accounts Receivable (AR) Module: AR Specific GLAs for calculating 30, 60, 90 and 120+ day totals Account Management Report GLA Import for AR Accounts Printable Invoices Remittance coupon with AR enabled 30, 60, 90, 120+ totals with AR enabled Payments & Batch Payments Payment Receipts CustomerCenter "Account Details" widget on Homepage Note: This module is available at an additional cost. Please contact your account manager if you are interested in purchasing this module.		Accounts Receivable GLA Account Management Invoices Payments Payment Batches Account Details
	Added Invoice links to the ViewBill.		View Bill
	Added new functionality to Invoices: Converted all Invoice Numbers to INVOICES table records New Invoices form, grid and printout		Invoices
	Added Back Billing: Creating a new Monthly Recurring Charge with a Start Date set in the past will bill additional charge amounts to make up past billing. When Stopping existing Monthly Recurring Charges if the Stop Date is set previous to the Billed Through date for that Charge the Bill will then credit the appropriate amount based on what was previously billed. Catch-Up billing is controlled by the "Bill Backward" flag on Charge Catalog and Fiscal settings in Tenant.		Back Billing
	Modified the Email Coordinator Bill Process to use Coordinated Department GLA Permissions, Assigned Department GLA Permissions and Contact GLA Permissions.	IN201833950	Bills
	Added the Fiscal Start and Fiscal Start Next Year values to Tenant Management.		Tenant Management
	Cleanup and optimization of the Charge grids. Note: This will likely cause an issue with saved Perspectives on Charge Grids. You may need to rebuild those Perspectives after the upgrade.
	Fixed an issue where Service Orders and Actions were not consistently marked as Billed. e.g. Orders or Actions Finalized In October (with a September Finalization date) and a September 1 - September 30th Billing cycle would not get marked as Billed until the next billing cycle. Note: Only Incidents, Orders and Actions with Charges will be marked as Billed. Items without Charges will stay Finalized.	IN201731381
	Addressed a number of Bill Caching issues by linking the Bill Cache to the User's session. Fixed an issue where the Clear Bill Cache form would occasionally display the wrong Bill Date Range. Fixes an issue where the Date Ranges were incorrect for an emulated user. Fixes an issue where the GLA Permissions were incorrect for a given User, but correct when emulating that User. Fixes an issue where a Coordinator was unable to see Department Bills that they manage. Addresses other various display issues with Cached Bills. Note: The Bill Cache is now cleared when the User logs out or closes the browser.	IN201731938 IN201833982 IN201834542 IN201834557 IN201834592	Bills
	Added a Billing Complete flag to Charges. The totals on Services and GLAs are calculated based on the Billing Complete flag.	IN201832565
	Updating the Description or Prorate Flag on a Service Charge, Equipment Charge, or Gla Charge now carries over to the Charge Record (and properly displayed on the Bill). However, this will not trigger a Start or a Stop on the Charge.	IN201834411
	Fixed issues surrounding Charge Start Dates set in the future. (i.e. Charges set with a Start Date of next year) Future Start Dates will not Start or Stop when Effective Today is selected. Future Start Dates will not be recreated with today's date when Date to Last Bill is selected.	IN201731656	Service Tabs: Charges Equipment Tabs: Charges
	Stopping Annual, Semi-Annual and Quarterly Charges now triggers the bill to generate a credit. This is only for the current billing period and does not utilize Back Billing.
	Fixed a display issue with the Service Charges tab that was triggered after clicking Save New on the Service Form.
	Changing the Default Amount on a Charge Catalog and choosing the "Update Charges" option now properly uses Billing group pricing or GLA Component Pricing when applicable.	IN201833284
	Adding a new GLA Component Pricing or Billing Group Pricing entry now prompts the User to update the existing Charges. When the User elects to "Update Charges", the Charges are now updated based on the new GLA Component Pricing or Billing Group Pricing.	IN201833996	GLA Pricing Models
	Fixed an issue on the View Bill where the Billing Group dropdown displayed "All" even after a Billing Group was selected.
	Fixed an issue with the View Bill where the Owner showed a different value on the CSV and PDF reports. The Owner column on the PDF displayed the Contact but the CSV displayed the Department.	IN201834235
	Fixed an issue with the Bill Process Report where clicking the blue "i" icon would sometimes open the wrong record or display an error message.	IN201834361
	The GLA Replace Process now properly handles Charges that have never been billed. (Previously the Charge Dates were incorrect on the new GLA) Note: This fix is in addition to the Hotfix provided in patch 6 of 2.1.4: Charges not transferring during GLA Replace process
CustomerCenter	Added a CustomerCenter "Account Details" widget to the Homepage (Accounts Receivable license only).		Account Details
CustomerCenter	Fixed an issue where the CustomerCenter Theme Editor would not save or preview changes.
General	Migrated the application from PHP 5.6 to PHP 7.2. PHP 5.6 is no longer supported past December 2018. PHP 7.2 brings various performance enhancements, reduced memory usage and current security fixes. Note: PHP 7.2 is required for 2018.1 and all subsequent releases.
	Added a Wiki Help slide-out to the application that connects directly to the new PCR-360 Wiki.		Integrated Wiki Help
	Changed the Prorate/Don't Prorate prompt to an Effective Date prompt with modified verbiage & buttons.		Replacing an Existing GLA Bulk Update Bulk Update on Inventory Charge Catalogs Charges Tabs G/L Account (GLA) Catalogs Inventory Tabs Service Tabs
	Improved the performance of the Contact Pickers in the application, particularly the Contact Owner picker on Service Desk.
	Changing a GLA with the Bulk Update process now allows the user to choose whether the Charges will Prorate or not. A prompt is displayed that gives the user two options: to update the GLA Effective Today, or Backdate to the Last Bill. Note: This affects both Service and Equipment Bulk update processes.		Bulk Update
Imports & Exports	Added a Charge Catalog Import.		Charge Catalog Import
	Removed the Call Flags tab from the Import File Format form.
	Updating the Default GLA on a piece of Equipment now prompts the User for the Effective Date of the change.
Inventory	Fixed an issue where the Equipment Bulk Update failed to update the Equipment Owner when the Billing Group on the New Owner matched the Billing Group on the Original Owner.	IN201833813
Inventory	Removed Remaining Techview references.
People	Adding a new Worker Rate from the Contact Form will automatically populate the Regular, Overtime and Double Overtime fields with the Default Rate on the selected Workgroup.		Workgroups
Reporting	CSV is now the default value on Grid Reports. Note: This change was suggested during the 2018 Users Group.		Reporting on a Grid
Service Desk	Added a Path Legs Notes field to Service Desk Cabling.		Service Desk Tabs
	Add Locations Actions no longer prompt the user when creating the Action. Services with a single location are not modified to a Multiple Location Service until the Action is completed.		Service Desk Change Actions
	Enhanced Email Block Functionality: Wildcards and regular expressions may be used for both the Email and Subject values. Whitelists can be created using a negative look ahead regular expression.		Blocked Emails
	The User-Defined Fields (UDFs) on an Upgrade/Downgrade Action now retain the Original Values from the Service UDFs when an Action is completed. The UDF tab displays the Original Values and the New Values that were applied to the Service. The Imports, Service Desk Wizard and API will all set the Upgrade/Downgrade UDF values.	IN201730410	Service Desk Actions Service Desk Import Service Desk API
	Incident codes are now displayed in Alphabetical order	IN201832233
	The Reference Field on Service Desk Actions is now editable on Remove Actions.	IN201832469
	The Service Desk Labor Grid now displays the Worker Rate from when the Labor Charges were added (not the current Worker Rate).	IN201833925
	Fixed an issue where Finalizing a Remove Action did not always set the correct Stop Date on Charges.
Services	Fixed an issue where the Call Details tab on custom Phone-Type Services (such as Calling Cards) displayed all calls rather than just the calls for that Service.
	Creating a Range of Services (from the Service Grid or Service Pools Form) no longer sets a default for the Bandwidth field.	IN201833945
	It is now possible to add a Call Type to a Service Catalog Expense Object Code.

Database Changes in 2018.1

Table Name	Change	Table Changes
BILL_DETAILS	Updated	ADD INVOICES_RECID NULL DROP COLUMN INVOICE_NUMBER
BILLS	Updated	CHANGE BILL_DATE DATETIME NOT NULL ADD LAST_INVOICE INT NULL
BULK_UPDATE_HISTORY	Updated	MODIFY USERS_RECID NULL
CHARGES	Updated	ADD ALTERNATE_STOP_DATE DATETIME NULL DROP COLUMN MRC_CHANGE_TYPE DROP COLUMN LAST_BILLS_RECID DROP COLUMN PREV_BILLS_RECID
CHARGES_BILLED	Updated	ADD BILLING_COMPLETE NOT NULL
CHRG_CATALOG	Updated	ADD BILL_BACKWARD NOT NULL
EQUIPMENT_CHARGES	Updated	DROP COLUMN CHARGE_PROCESSED
EVENTS	Updated	Added a new Event for Accounts Receivable to update GLA Account Totals
GLA_CHARGES	Updated	DROP COLUMN CHARGE_PROCESSED
SD_NUMBER_CONFIG	Updated	DROP COLUMN FISCAL_YEAR_START DROP COLUMN FISCAL_TOGGLE
SERVICE_DESK_CABLING	Updated	ADD COLUMN NOTES
SERVICE_DESK_CHARGES	Updated	DROP COLUMN CHARGE_PROCESSED
SERVICE_DESK_LABOR	Updated	ADD COLUMN REGULAR_HOURLY NOT NULL ADD COLUMN OVERTIME_HOURLY NOT NULL ADD COLUMN DOUBLE_OVERTIME_HOURLY NOT NULL ADD COLUMN DEFAULT_RATE NOT NULL
SERVICES	Updated	DROP COLUMN TECHVIEW
SERVICES_CHARGES	Updated	DROP COLUMN CHARGE_PROCESSED
TENANTS	Updated	ADD FISCAL_YEAR_START NULL ADD FISCAL_TOGGLE NOT NULL
USER_DEFINED_FIELDS_VALS	Updated	Inserted data for Upgrade / Downgrade UDFs on Actions.
GLA_ACCOUNT_MANAGEMENT	New
INVOICES	New
PAYMENT_BATCHES	New
PAYMENTS	New
PAYMENTS_ATTACHMENTS	New
PAYMENTS_INVOICES	New
PAYMENTS_REMARKS	New

2.1.4.8

Release 2.1.4.8-HF1 (03-20-2019)

Component	Description	Type	Incident(s)	Documentation
Billing	Fixed an issue with the View Bill not displaying Calls or Usage in the Service Summary.
Service Desk	Fixed an issue where UDFs were not populated on Actions created from the 360 Service Desk Wizards.		IN201834648

Initial Release

Component	Description	Incident(s)
Billing	Fixed an issue where the View Bill Service Summary was blank for Other Equipment Charges and Other Service Desk Charges.	IN201834648
Service Desk	Fixed Multiple issues with the Service Desk Wizard: The Wizard now creates Change/Remove Actions for Suspended Services. Fixed an issue where Move Actions created by the Service Desk Wizard were not adding the "Move-To" Location on Equipment loaded from the Service. Fixed an issue causing the Service Grid on the Location 360 Form to display duplicate entries. Fixed an issue preventing Location selection on the Service Desk Wizard for Multi-Location Services. Fixed an issue where the wrong SDC was selected for Upgrade/Downgrade Actions. The Location field is now read-only for Change/Remove Actions on Services with no Locations.	IN201834801 IN201834580 IN201834648
	Fixed an issue where UDFs were not populated on Actions created from the 360 Service Desk Wizards.	IN201834648
	Added a "Move-To" Location field to the Service Desk Wizard for Change Actions.

2.1.4.7

The release notes for 2.1.4.7 can be found on the PCR forums here: Release Notes - 2.1.4.7 (2018-10-09).

Previous Releases' Notes

2021

Notable Changes

Review and Refresh Session(s)

Key

Release 2021.3.7 (08-23-2022)

Component

Description

Type

Incident(s)

Documentation

General

Release 2021.3.6 (07-25-2022)

Component

Description

Type

Incident(s)

Documentation

Archiving

Billing

Cable

CustomerCenter

General

Imports & Exports

Inventory

Service Desk

Release 2021.3.5 (05-06-2022)

Component

Description

Type

Incident(s)

Documentation

Imports & Exports

Service Desk

Release 2021.3.4 (04-28-2022)

Component

Description

Type

Incident(s)

Documentation

Billing

CustomerCenter

Imports & Exports

General

Service Desk

Release 2021.3.3 (03-14-2022)

Component

Description

Type

Incident(s)

Documentation

API

Billing

Imports & Exports

General

Services

Service Desk

Release 2021.3.2 (02-07-2022)

Component

Description

Type

Incident(s)

Documentation

Imports & Exports

Release 2021.3.1 (01-20-2022)

Component

Description

Type

Incident(s)

Documentation

Billing

Cable

CustomerCenter

Inventory

Imports & Exports

General

Release 2021.3 (12-30-2021)

Component

Description

Type