(2024.2) Previous Releases' Notes
- David Engblom
Key
2021
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:
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)
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 |
---|
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 | Type | Incident(s) | Documentation |
---|
Component | Description | Type | 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. | IN-8065 | ||
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 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 | ||
Imports & Exports | Processing a large call file containing binary data no longer crashes the rating process. | IN-8104 IN-8266 | ||
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 |
---|
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 | Type | Incident(s) | Documentation |
---|
Component | Description | Type | Incident(s) | Documentation |
---|---|---|---|---|
Billing | Added GLA Description to Invoices grid. | |||
CustomerCenter | The Request Description field now properly limits input to 500 characters. | IN-7850 | ||
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 | ||
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
| IN-7553 IN-7882 |
Release 2021.3.3 (03-14-2022)
Component | Description | Type | Incident(s) | Documentation |
---|
Component | Description | Type | 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 | ||
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
| IN-7652 | ||
General | Modified the "Cleanup Audit data" process to use less memory and prevent the Event from crashing. | IN-5973 | ||
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). | ||||
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 |
---|
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 | Type | Incident(s) | Documentation |
---|
Component | Description | Type | 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 | |||
Cable | Resolves an issue where the non-graphical Cabling Report failed to print correctly from the Service Form. | IN-7497 | ||
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 | Type | Incident(s) | Documentation |
---|
Component | Description | Type | Incident(s) | Documentation |
---|---|---|---|---|
API | Added new validations for Charges
| |||
The API now supports international addresses. | ||||
Added Billing Group validation when adding new GLA's to a Service. Also added validations for an ownership change in the 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:
| IN-4442 | ||
Perspectives Grid Changes
| IN-7123 | |||
Updates native password hashing to increase security
| ||||
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 | ||
Charge Catalog Import changes:
| IN-6713 | |||
Adds support for NENA 3 compatible E911 Reports. | ||||
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:
| ||||
Inventory | Purchase Order Remarks and Return Order Remarks now support rich text. | |||
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 | ||
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. | ||||
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 |
---|
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 |
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. |
USERS_PERSPECTIVES | Updated | ALTER TABLE `USERS_PERSPECTIVES` MODIFY `USERS_RECID` INT NULL |
Metadata Schema
Table Name | Change | Table Changes |
---|
Table Name | Change | Table Changes |
---|---|---|
No changes |
Archive Schema
Table Name | Change | Table Changes |
---|
Table Name | Change | Table Changes |
---|---|---|
No Changes |
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 | Type | Incident(s) | Documentation |
---|
Component | Description | Type | Incident(s) | Documentation |
---|---|---|---|---|
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 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 | Type | Incident(s) | Documentation |
---|
Component | Description | Type | Incident(s) | Documentation |
---|---|---|---|---|
Billing | Added GLA Description to Invoices grid. | |||
CustomerCenter | The Request Description field now properly limits input to 500 characters. | IN-7850 | ||
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 | ||
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. | ||||
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. |
Release 2021.2.7 (03-11-2022)
Component | Description | Type | Incident(s) | Documentation |
---|
Component | Description | Type | 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 | ||
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
| 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). | ||||
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 | Type | Incident(s) | Documentation |
---|
Component | Description | Type | 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 | |||
Cable | Resolves an issue where the non-graphical Cabling Report failed to print correctly from the Service Form. | IN-7497 | ||
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 |
---|
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 | Type | Incident(s) | Documentation |
---|
Component | Description | Type | 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 | ||
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 | ||
The View Bill now displays only the lowest level of the Department Hierarchy. | ||||
Cable | Improved the performance of several Ports/Pins/Lens queries. | |||
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 | ||
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. | |||
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:
| 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. | ||||
Service Desk | Corrected an issue preventing the creation of Remove Equipment Actions on Service Order Actions, Incidents, etc. | IN-7296 IN-7257 | ||
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 | ||
Call Forwarding options now save properly on a Directory Number (Cisco). | IN-6991 |
Release 2021.2.3 (10-15-2021)
Component | Description | Type | Incident(s) | Documentation |
---|
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 | Type | Incident(s) | Documentation |
---|
Component | Description | Type | Incident(s) | Documentation |
---|---|---|---|---|
Billing | Added Waive to Invoice grid.
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
| IN-7143 IN-7083 |
Release 2021.2.1 (9-21-2021)
Component | Description | Type | Incident(s) | Documentation |
---|
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 | ||
API | Cleaned up a number of notices that filled up the Error Logs. | IN-6730 | ||
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 | ||
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 | ||
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 | ||
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 | Type | Incident(s) | Documentation |
---|
Component | Description | Type | Incident(s) | Documentation |
---|---|---|---|---|
API | Phone Service Rating Group can now be sent to the Service Desk API when creating or updating Actions. | |||
Added Action UDFs to the API. Note: A UDF cannot be added to a Service and an Action simultaneously. | ||||
Clarified the API error text for Service Charges, Equipment Charges, and GLA charges.
| IN-4137 | |||
The Service Desk API endpoint now only allows "Available" Services on Add Actions. | ||||
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 | ||
Catalogs | Remarks can now be added to Charge Catalogs via the Form. | |||
CustomerCenter | Work Orders can now be viewed from CustomerCenter. | |||
General | User Defined Fields now support Category Inheritance for Services and Equipment. | |||
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 | |||
Added International Support: Address Forms now support other countries in addition to the United States. | IN-6003 | Department Hierarchy 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. | ||||
On Remarks grids, the "User" column header was changed to "Modified By" and an "Author Column" was added to indicate who added the Remark. | ||||
Grids now limit the number of selected rows to 400. | IN201935032 | |||
Printing dashboard widgets no longer generates an error. | IN-6128 | |||
Imports & Exports | Added a Purchase Order Import. | IN-6198 | ||
Inventory | Added Barcode Physical Inventory. Note: This feature requires the purchase of the Barcode Module. | |||
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 | |||
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 |
---|
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 |
---|
Table Name | Change | Table Changes |
---|---|---|
No changes |
Archive Schema
Table Name | Change | Table Changes |
---|
Table Name | Change | Table Changes |
---|---|---|
No Changes |
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
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.
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 | Type | Incident(s) | Documentation |
---|
Component | Description | Type | Incident(s) | Documentation |
---|---|---|---|---|
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 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 | Type | Incident(s) | Documentation |
---|
Component | Description | Type | Incident(s) | Documentation |
---|---|---|---|---|
Billing | Added GLA Description to Invoices grid. | |||
CustomerCenter | The Request Description field now properly limits input to 500 characters. | IN-7850 | ||
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 | ||
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. | ||||
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. |
Release 2021.1.8 (03-11-2022)
Component | Description | Type | Incident(s) | Documentation |
---|
Component | Description | Type | 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 | ||
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
| 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). | ||||
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 | Type | Incident(s) | Documentation |
---|
Component | Description | Type | 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 | |||
Cable | Resolves an issue where the non-graphical Cabling Report failed to print correctly from the Service Form. | IN-7497 | ||
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 | |||
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 |
Release 2021.1.6 (12-20-2021)
Component | Description | Type | Incident(s) | Documentation |
---|
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 | Type | Incident(s) | Documentation |
---|
Component | Description | Type | Incident(s) | Documentation |
---|---|---|---|---|
Archiving | Archiving Service Desk Items with more than 1000 child items will no longer fail. | IN-6259 | ||
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 | ||
The View Bill now displays only the lowest level of the Department Hierarchy. | ||||
Cable | Improved the performance of several Ports/Pins/Lens queries. | |||
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. | ||||
CustomerCenter | Custom Validation error messages now work correctly in CustomerCenter. | IN-7254 | ||
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. | |||
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 | ||
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 | ||
Call Forwarding options now save properly on a Directory Number (Cisco). | IN-6991 |
Release 2021.1.4 (10-07-2021)
Component | Description | Type | Incident(s) | Documentation |
---|
Component | Description | Type | Incident(s) | Documentation |
---|---|---|---|---|
Billing | Added Waive to Invoice grid.
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
| IN-7143 IN-7083 |
Release 2021.1.3 (9-21-2021)
Component | Description | Type | Incident(s) | Documentation |
---|
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 | ||
API | Cleaned up a number of notices that filled up the Error Logs. | IN-6730 | ||
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 | ||
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 | ||
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 | ||
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 | Type | Incident(s) | Documentation |
---|
Component | Description | Type | 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 | ||
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 | Type | Incident(s) | Documentation |
---|
Component | Description | Type | 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 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. | |||
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 | ||
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 | Type | Incident(s) | Documentation |
---|
Component | Description | Type | Incident(s) | Documentation |
---|---|---|---|---|
API | The API can now add and update Service Desk Workflow records. | IN-6147 | ||
Added the API call request parameters to the 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. | ||||
The Equipment API will now set the Warranty End Date automatically when a 'received date' is provided and the Equipment Catalog has a warranty. | ||||
Billing | Added the Error column to the Call Details grid. | |||
Added a new Configuration Option for Coordinator Email Subject. | IN-5084 | |||
Optimized the Bill Generation process to run faster. | IN-5035 IN-5782 | |||
Bill Grid Column Changes:
| IN-5893 IN-6009 IN-6023 | |||
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 | ||
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 | ||||
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 | ||
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 | |||
Added a Right-Click Menu option "Copy Cell" to all grids to allow users to copy cell content from grids. | ||||
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 | |||
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 | ||
Added the Service Recid and Service Swap Recid fields to the Service Order Import, to support Services that have blank Service ID. | ||||
Added the Service Recid field to the Usage Import, to support Services that have blank Service ID. | ||||
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
| IN-2833 IN-5132 | |||
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 Equipment Import will now set the warranty end date automatically when a 'received date' is provided, and the Equipment Catalog has a warranty. | ||||
Inventory | Added columns for Serial Number, Equipment ID, and Associated Service ID to the Warehouse Actions Grid
| IN-4272 Users Group 2020 | ||
Added an Equipment Condition column to the Equipment picker grid of the Return Orders form. | ||||
Services | Corrected an issue with the Services grid, which should also improve load times for Oracle customers. | |||
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 | ||
Added an SDC Type column to the Service Desk Classification grid to aid in searching for a specific SDC. | ||||
Added the SDC Name column to the 'Add Existing' Workflow picker in the Service Desk Classifications grid | IN-3809 | |||
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. | ||||
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 | |||
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 |
---|
Table Name | Change | Table Changes |
---|---|---|
MENU | updated | Increased field size to 500 characters |
USERS_PREFERENCES | updated | Updated Value column |
BILLS | updated | DROP COLUMN `TOLL`; |
BILLS_PROCESSLOG | updated | ADD INDEX `BILLS_PROCESSLOG_3` (`BILLS_RECID`, `RECORD_RECID`, `RECORD_TABLE`) |
Metadata Schema
Table Name | Change | Table Changes |
---|
Table Name | Change | Table Changes |
---|---|---|
No changes |
Archive Schema
Table Name | Change | Table Changes |
---|
Table Name | Change | Table Changes |
---|---|---|
No Changes |
2020
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 |
---|
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 | ||
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 |
---|
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 |
---|
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. | |||
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 |
---|
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 | |||
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 |
---|
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 |
---|
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 |
Release 2020.4 (01-14-2021)
Component | Description | Type | Incident(s) | Documentation |
---|
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. | ||||
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. | ||||
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. | ||||
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 | ||
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
| ||||
Full Path Import Fixes
| IN-2821 IN201833083 | |||
Cable Path Import Fixes
| ||||
Location Import Fixes
| ||||
Service Import Fixes
| ||||
Equipment Catalog Import Fixes
| ||||
Inventory | Modified the Inventory Overview Grid inventory count columns. Changed the On Hand and Pending columns to:
| IN-3558 IN-4122 IN-5136 | ||
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 |
---|
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 |
SERVICE_DESK_CHARGES | Updated | DROP COLUMN `BILLED_DATE` |
TENANTS_EMAILS | Updated | ADD `REPLY_TO` VARCHAR(100) NULL |
Metadata Schema
Table Name | Change | Table Changes |
---|
Table Name | Change | Table Changes |
---|---|---|
CUSTOM_DEBUG | New |
|
Archive Schema
Table Name | Change | Table Changes |
---|
Table Name | Change | Table Changes |
---|---|---|
SERVICE_DESK_CABLING | Updated | Increased the size of columns FROM_EQUIPMENT_CATALOG |
SERVICE_DESK_CHARGES | Updated | DROP COLUMN `BILLED_DATE` |
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
Redesigned Persistent Cart
Save Incomplete Requests
Updated Submission Process
Completely Redesigned Cart layout
Customizable Widgets
Customizable Menus & Links
Redesigned Attachment Uploader
Redesigned Change Menu options in CustomerCenter
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
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 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 |
---|
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). | 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 | Type | Incident(s) | Documentation |
---|
Component | Description | Type | 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. 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 | ||
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 | Type | Incident(s) | Documentation |
---|
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 | ||
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 | |||
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 |
Release 2020.3.1 (12-16-2020)
Component | Description | Type | Incident(s) | Documentation |
---|
Component | Description | Type | 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. | |||
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.) | ||||
Imports & Exports | The Call Import no longer triggers "Undefined index AUTH_CODE_FLAG" warning messages that can fill up the Error Log. | |||
GLA Import Fixes
| 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 | ||
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. | ||||
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 | Type | Incident(s) | Documentation |
---|
Component | Description | Type | Incident(s) | Documentation |
---|---|---|---|---|
API | The API no longer allows the creation of Services without a formatted Service ID value. | |||
Billing | Added 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 | ||
Deleting a Pair/Strand record on Oracle no longer triggers an "Oops Error." | ||||
CustomerCenter | Redesigned the Shopping Cart
| |||
Customizable Content
| User Defined Fields Associations Adding Videos to CustomerCenter | |||
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 Group 2019 | |||
Added a Qty selector to the Service Catalog shopping page. Each orderable item (Services and Equipment) now have a quantity selector. | Users Group 2019 | |||
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 | |||
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. | ||||
Added the ability to download/export AdHoc grid data as a CSV file from CustomerCenter. | IN-2912 | |||
We improved the CustomerCenter Theme Manager design.
| ||||
Redesigned Receipt Page (Submitted Request Summary) | ||||
Redesigned Change Menu Options in CustomerCenter.
| ||||
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). | ||||
CustomerCenter now checks Billing group Permissions before displaying Services and Equipment available for purchase. | ||||
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. | |||
Removed Incident Request and Order Request as criteria for the Service Desk Association on User Defined Fields. Instead, Incident and Order should be used. | ||||
Fixed issues with the built-in validator. | ||||
Imports & Exports | Ports/Pins/Lens Import
| |||
Equipment Import
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Service Order Import
| ||||
Cable Path Import
| ||||
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
| |||
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
| |||
Added Service Desk Action 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 |
---|
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 |
EQUIPMENT | Updated | ADD UNIQUE INDEX EQUIPMENT_12 (`MAC_ADDRESS`) |
SERVICE_DESK_CABLING_PIT | Updated | Increased the size of columns FROM_EQUIPMENT_CATALOG |
SERVICE_DESK_EQP | Updated | ADD COLUMN `EQUIPMENT_ID` VARCHAR(100) NULL |
SDA_SERVICE_DETAILS | Updated | ADD COLUMN `RATING_GROUP_LISTS_RECID` INT NULL |
Metadata Schema
Table Name | Change | Table Changes |
---|
Table Name | Change | Table Changes |
---|---|---|
No Changes |
Archive Schema
Table Name | Change | Table Changes |
---|
Table Name | Change | Table Changes |
---|---|---|
SERVICE_DESK_CABLING | Updated | Increased the size of columns FROM_EQUIPMENT_CATALOG |