.Release Notes v2020.4
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 | Type | 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. | |||
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 | Type | Incident(s) | Documentation |
---|---|---|---|---|
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 | ||
Resolves Fatal Error when Printing a Task Action with no Service Catalog. | IN-6617 |
Release 2020.4.4 (5-27-2021)
Component | Description | Type | 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: | |
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 | Type | Incident(s) | Documentation |
---|---|---|---|---|
API | Data is now reset between API logic save calls when executing multiple calls in Custom Logic. | IN-5986 | ||
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 | ||
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:
| IN-6064 | |||
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 | ||
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". | |||
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 | ||
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:
| IN-5947 | |||
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 | Type | 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. | |||
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 | ||
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. 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 | ||
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 | Type | 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 | ||
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
| 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 | Type | Incident(s) | Documentation |
---|---|---|---|---|
API | Added support for the Start Date and Recurring Date value on Alternate Recurring Charges. | |||
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 | ||
Significant changes to Contact GLA Permissions.
| IN-3562 IN-4156 IN-3333 | Forum Discussion of the changes Workers/Contacts - GLA Permissions Department Hierarchy - GLA Permissions Department Hierarchy - Coordinators Tab | ||
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. | |||
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
| |||
When using Special Pricing (GLA or Billing Group) prices are now displayed on CustomerCenter.
| ||||
The Change Request Menu on CustomerCenter is now customizable. | ||||
Added User Preferences to CustomerCenter
| ||||
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. | ||||
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 | |||
Added Custom Logic (API, Events, Validation) Debug command and tab. Added a Trigger button to the Custom Event Grid. | ||||
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. | ||||
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. | ||||
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
| ||||
Contact Import Changes
| Contact Imports | |||
Full Path Import Fixes
| IN-2821 IN201833083 | Cable Full Path Imports | ||
Cable Path Import Fixes
| Cable Path Imports | |||
Location Import Fixes
| Locations Imports | |||
Service Import Fixes
| Services Imports | |||
Equipment Catalog Import Fixes
| Equipment Catalog Imports | |||
Inventory | Modified the Inventory Overview Grid inventory count columns. Changed the On Hand and Pending columns to:
| IN-3558 IN-4122 IN-5136 | Inventory Overview | |
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 |
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` |
TENANTS_EMAILS | Updated | ADD `REPLY_TO` VARCHAR(100) 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` |
Supported Versions
Help Desk Portal - Email: help@pcr.com - Phone: 616.259.9242