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.Release Notes v2018.1

Owned by David Engblom
Last updated: Jun 25, 2020
8 min read

Release 2018.1 is now available. This patch contains a number of stabilization fixes and refinements. We will begin scheduling 2018.1 updates on customer Test systems starting January 3rd 2019.


Note: Since this upgrade requires an upgrade to PHP 7.2, most updates to test systems will need to occur during non-business hours. Please send any scheduling requests to help@pcr.com.


Licensed Customers will need to install PHP 7.2 before we can upgrade test to 2018.1, the instructions can be found here: PHP 7.2 Upgrade. Please consult PCR before upgrading your system.


Key

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

Type

Incident(s)

Documentation

Billing

Fixed an issue where the View Bill Service Summary was blank for Other Equipment Charges and Other Service Desk Charges.


IN201834648
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


Added a "Move-To" Location field to the Service Desk Wizard for Change Actions.




Release 2018.1 (12-20-18)

Component

Description

Type

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

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
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 NameChangeTable Changes
BILL_DETAILSUpdated

ADD INVOICES_RECID NULL

DROP COLUMN INVOICE_NUMBER

BILLSUpdated

CHANGE BILL_DATE DATETIME NOT NULL

ADD LAST_INVOICE INT NULL

BULK_UPDATE_HISTORYUpdated

MODIFY USERS_RECID NULL

CHARGESUpdated

ADD ALTERNATE_STOP_DATE DATETIME NULL

DROP COLUMN MRC_CHANGE_TYPE

DROP COLUMN LAST_BILLS_RECID

DROP COLUMN PREV_BILLS_RECID

CHARGES_BILLEDUpdated

ADD BILLING_COMPLETE NOT NULL

CHRG_CATALOGUpdated

ADD BILL_BACKWARD NOT NULL

EQUIPMENT_CHARGESUpdated

DROP COLUMN CHARGE_PROCESSED

EVENTSUpdatedAdded a new Event for Accounts Receivable to update GLA Account Totals
GLA_CHARGESUpdated

DROP COLUMN CHARGE_PROCESSED

SD_NUMBER_CONFIGUpdated

DROP COLUMN FISCAL_YEAR_START

DROP COLUMN FISCAL_TOGGLE

SERVICE_DESK_CABLINGUpdated

ADD COLUMN NOTES

SERVICE_DESK_CHARGESUpdated

DROP COLUMN CHARGE_PROCESSED

SERVICE_DESK_LABORUpdated

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

SERVICESUpdated

DROP COLUMN TECHVIEW

SERVICES_CHARGESUpdated

DROP COLUMN CHARGE_PROCESSED

TENANTSUpdated

ADD FISCAL_YEAR_START NULL

ADD FISCAL_TOGGLE NOT NULL

USER_DEFINED_FIELDS_VALSUpdatedInserted data for Upgrade / Downgrade UDFs on Actions.
GLA_ACCOUNT_MANAGEMENTNew
INVOICESNew
PAYMENT_BATCHESNew
PAYMENTSNew
PAYMENTS_ATTACHMENTSNew
PAYMENTS_INVOICESNew
PAYMENTS_REMARKSNew


























































































































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