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(2024.1) Previous Releases' Notes

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:

    1. Cleans up old Bulk Update History records. (The default timeframe is 365 days)

    2. Cleans up old System Message records. (The default timeframe is 365 days)

  • Perspectives Grid Changes

    • Admins now have the ability to override the PCR grid defaults (i.e. Perspective Admin Defaults).

    • Admins may now schedule grid reports from the Perspectives Grid Page.

  • Adds support for NENA 3 compatible E911 Reports.

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

Review and Refresh Session(s)

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

Key







Release 2021.3.7 (08-23-2022)





Component

Description

Type

Incident(s)

Documentation

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.
Optimized master Charges grid by adding Charge Source selector.

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

GLA Replace

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.



Invoices

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

  • Action Completion no longer sets Stop Dates on Equipment Charges

  • Finalizing an Action now sets Equipment Charge Stop Dates

  • Corrected an issue affecting Billing Group Pricing when stopping Equipment Charges and the Owner is removed

  • Added Associated Equipment Charges to the Service Billing Estimate

IN-7553

IN-7882





Release 2021.3.3 (03-14-2022)



Component

Description

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

  • The Charge Imports no longer deletes the CHARGES record of a Charge without creating a replacement CHARGES record.

  • The Equipment Charge Import now validates the Charge Type properly. (e.g. Monthly Recurring, Nonrecurring, etc.)

IN-7652



General

Modified the "Cleanup Audit data" process to use less memory and prevent the Event from crashing.



IN-5973



Deleting Messages now also deletes the files attached to the message.





Services

Fixed an issue with the Add Range of Services process that was introduced in version 2021.3.

IN-7670

IN-7726



Service Desk

Consumable Equipment no longer requires a Location on Incidents.

IN-7518



The Cabling section of the Service Desk Printout now displayed the List Values, instead of the List Codes. Now when a customer renames the Service Desk Cable Action entries, the printout displays the new value(s). 



List Values

Completing Change Actions (with Equipment) and no Move-To Location no longer fails.

IN-7471



Stopping ARC Charges from Service Desk no longer throw a "Failed to Field Action", or "Failed to Save record" error message when Finalizing an Action.







Release 2021.3.2 (02-07-2022)



Component

Description

Type

Incident(s)

Documentation

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

Forum Post Discussion

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 verifies a Service is billable when adding a Charge

  • The Owner is required for a new GLA Charge

  • The Override GLA format is validated against the Owner Billing Group GLA format

  • Standardize the parameter charge_catalog_recid for the charge catalog, charge_recid and catalog will still be accepted

  • Prorate may be set only if the BILL_MRC_CHANGE_FORCE_PRORATE config option is set to false

  • The API now validates whole and fractional quantities for Charges

  • An error is thrown if:

    • The amount is provided and the Catalog does not allow overrides

    • A quantity is provided for a Catalog that does not allow a quantity. (The Quantity is only allowed if the Catalog allows a quantity.)

    • The item does not have a Default Expense GLA



Services

Equipment

GLA

Service Desk

Actions

Contacts

Cable

Barcode

The API now supports international addresses.



Contacts API

Added Billing Group validation when adding new GLA's to a Service. Also added validations for an ownership change in the API



Service API

Cleaned up a number of notices in the Purchase Order and Barcode API calls:





Catalogs

On the GLA grid, the "Select GLA Format" selector allows switching to the first format if you switched to another.

IN-7323



General

Added two new cleanup Events:

  1. Cleans up old Bulk Update History records. (The default timeframe is 365 days)

  2. Cleans up old System Message records. (The default timeframe is 365 days)

IN-4442

Tenant

Inventory

Services

Service Desk

Messages

Events

Perspectives Grid Changes

  • Admins now have the ability to override the PCR grid defaults (i.e. Perspective Admin Defaults).

  • Admins may now schedule grid reports from the Perspectives Grid Page.

IN-7123

Perspectives Grid

Video: Perspectives Grid

Updates native password hashing to increase security


  • Adds new password hashing

  • Adds manual password expiration to the Users form, and includes a password reset link on the confirmation message

  • Retains legacy hashing to identify old passwords

  • Expires all user passwords so they are forced to be reset using the new hash

    • Note: After the upgrade, all users using the native PCR-360 log-in will have to reset their passwords, this will not affect Shibboleth customers.

  • Adds functionality to reset expired passwords after logging in with them'



Users (Password Management)

Adding a new widget to the dashboard no longer removes existing widgets from the dashboard.

IN-6659

IN-4951

IN-7114



Cleaned up a number of homepage/dashboard notices (that were filling up the log in some cases).





Searching on a date column in Oracle, with certain query strings, no longer throws an error.

IN-6323



Form Perspectives now save content for rich text editor fields (i.e. WYSIWYG fields).





International Address support on forms does now supports Custom Countries.







Imports & Exports







Added the user (who imported the file) to the Imports Grid.

IN-4985

Importing a File

Charge Catalog Import changes:

  • The Import now supports Remarks and Remark Author.

  • The Import now saves the correct value when USE_QUANTITY is set to Disabled

  • The Import no longer blanks out the Amount for Default Charges on existing Equipment Catalogs.

IN-6713

Charge Catalog Imports

Adds support for NENA 3 compatible E911 Reports.



Enhanced 911

Misc Parameters (Config Settings)

Imports now support international addresses.





Removed the extra "Default GLA" import field from the Charge Catalog import.





Inactive GLAs can now be used with the following imports:

  • Department GLA Permissions

  • Contact GLA Permissions

  • Contact GLA Approvals



Contact Import

Location Import

GLA Import

Inventory

Purchase Order Remarks and Return Order Remarks now support rich text.





Purchase Order

Return Order

Improved the performance of Equipment Catalog Pickers, specifically the Bulk Add Equipment Catalog Picker.





The Approved By field on Purchase Orders is now read-only once Closed.





Reports

The Zero / Low Calls Report now includes Archived Call Details data; Added Call Count and Duration Thresholds to the report.

IN-6594

Zero Calls Report

Services

When Bulk-adding Service IDs the message displayed when some of the Service IDs in the range already exist no longer include out-of-range Service IDs.

IN-6692



Service Desk

 

 

 

 

Added the Override GLA column to the Service Desk Charges grid.







Added the Service Desk Action Status column to the Service Order child grids.



Service Desk Tabs

Charges with Billing Group Pricing are now properly updated when the owner of an Action is changed.





Completing a Move Action for a Multi-Location Service no longer throws an error when a "To Location" is not specified.

IN-6775



 * Indicates external documentation not written by PCR.





Database Changes in 2021.3



Default Schema



Table Name

Change

Table Changes

Table Name

Change

Table Changes

EVENTS

Updated

Added two new events.

IMPORT_FILES

Updated

ADD `IMPORTED_BY` VARCHAR(20) NULL

IMPORT_RECORD_TYPES_COLS

Updated

Updated data.

TENANTS

Updated

ADD `BULK_UPDATE_HISTORY_DAYS` INT DEFAULT 365 NULL
ADD `MESSAGE_DAYS` INT DEFAULT 365 NULL

USERS

Updated

CHANGE COLUMN `PASSWORD` `PASSWORD` VARCHAR(255) NOT NULL COLLATE 'utf8_general_ci'

ADD COLUMN `PASSWORD_EXPIRED` TINYINT(1) NOT NULL DEFAULT 1

USERS_PASSWORDS

Updated

Reset the password for all users.
CHANGE COLUMN `PASSWORD` `PASSWORD` VARCHAR(255) NOT NULL COLLATE 'utf8_general_ci'

USERS_PERSPECTIVES

Updated

ALTER TABLE `USERS_PERSPECTIVES` MODIFY `USERS_RECID` INT NULL


Metadata Schema



Table Name

Change

Table Changes

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.



Invoices

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

  • The Charge Imports no longer deletes the CHARGES record of a Charge without creating a replacement CHARGES record.

  • The Equipment Charge Import now validates the Charge Type properly. (e.g. Monthly Recurring, Nonrecurring, etc.)

IN-7652



General

Modified the "Cleanup Audit data" process to use less memory and prevent the Event from crashing.



IN-5973



Service Desk

Consumable Equipment no longer requires a Location on Incidents.

IN-7518



The Cabling section of the Service Desk Printout now displayed the List Values, instead of the List Codes. Now when a customer renames the Service Desk Cable Action entries, the printout displays the new value(s). 



List Values

Completing Change Actions (with Equipment) and no Move-To Location no longer fails.

IN-7471



Stopping ARC Charges from Service Desk no longer throw a "Failed to Field Action", or "Failed to Save record" error message when Finalizing an Action.





Release 2021.2.6 (01-20-2022)



Component

Description

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

Forum Post Discussion

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



View Bill

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:

  1. Bulk adding inventory

  2. Sending Coordinator Emails, or Invoice Emails on Approved Bills

  3. Opening Service Desk Items from the Manage Service Form

  4. Submitting a request 



IN-7237

IN-7246

IN-7284

IN-7322



Restores most Perspectives lost with the 2021.2 upgrades. 

IN-7167



Fixes an issue with International Address support that prevents users from creating and using "Custom" countries. This change removes the "Other International" option in favor of adding "Custom" countries to the Countries list.  



List Values

Service Desk

Corrected an issue preventing the creation of Remove Equipment Actions on Service Order Actions, Incidents, etc. 

IN-7296

IN-7257



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).

Picker cells on a User-Defined Table, or Cisco forms, no longer display "null" when cleared.

IN-6991





Release 2021.2.3 (10-15-2021)



Component

Description

Type

Incident(s)

Documentation

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.

  • Waving an Invoice will cancel/void all the changes on that Invoice.

  • Only Billed Invoices can be Waived.

Note: This is only available when the Accounts Receivable License is turned on.

 

IN-6324



The View Bill permissions now properly hide the turned-off sections of the Bill.





Credit (negative) Invoices now receive a "Credited to Account" status. The Credit Amount is applied to the Account Totals and any outstanding amount due.

IN-6324



Billing Exports now execute all scheduled Bill Completion Events instead of the last one.

IN-7102



General

Office 365 Integration

  • Requests coming from Outlook 365 will no longer randomly create requests with dates far into the future.

  • Grid reports can once again be sent from the application when using Outlook 365 for outgoing mail.

IN-7143

IN-7083

Invoices

GLA Account Management









Release 2021.2.1 (9-21-2021)



Component

Description

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

Service Desk Archive

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

Service Import

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.



Service Desk API

Added Action UDFs to the API.

Note: A UDF cannot be added to a Service and an Action simultaneously. 



Service Desk API

User Defined Fields

Clarified the API error text for Service Charges, Equipment Charges, and GLA charges. 

  • 'recid is invalid' is returned if the sent recid is not a valid charge

  • 'stop_date cannot be set for billing complete charges' if a stop date is sent for a billing complete charge

  • 'stop_date cannot be set for nonrecurring charges' is returned if a stop date is sent for nonrecurring charges

IN-4137



The Service Desk API endpoint now only allows "Available" Services on Add Actions.



Service Desk API

Billing

Billed Annual Recurring Charges (ARCs) are now properly stopped when a Charge Catalog is deactivated





Added Specified Date to Charge Catalog deactivation prompt, allowing the user to pick a specific date to Stop Charges.





The buttons on the master Charges and Bill Details grids no longer trigger "Open Source" when a record is selected.

IN-6102



Cable

Added the Port Alias to the fields copied when performing a full Ports/Pins/Lens copy from one piece of Equipment to another.

IN-3755

IN-6691

Inventory Ports/Pins/Lens

Catalogs

Remarks can now be added to Charge Catalogs via the Form.





CustomerCenter

Work Orders can now be viewed from CustomerCenter.



Request Tracking

Work Order

Service Desk

General

User Defined Fields now support Category Inheritance for Services and Equipment.



User Defined Fields

Added a Perspectives Grid that displays all User Perspectives system-wide.

Note: This may affect some existing perspectives and you may need to recreate them. 

IN-2981

Perspectives Grid

User Management

Added International Support: Address Forms now support other countries in addition to the United States.

IN-6003

Workers/Contact Address Tab

Vendor Address Tab

Department Hierarchy Address Tab

GLA Address Tab



Remarks can now be restricted to Administrative Users and the Original Author.

Configuration Options (REMARKS_EDITABLE): All Users, No Users, Admin Users, or Admin Users and Original Author.



Configuration Guide: Misc Parameters

On Remarks grids, the "User" column header was changed to "Modified By" and an "Author Column" was added to indicate who added the Remark.



GLA Activity/Remarks Tab

Service Remarks Tab

Grids now limit the number of selected rows to 400

IN201935032

Bulk Update on Inventory

Service Desk Bulk Update

Printing dashboard widgets no longer generates an error.

IN-6128

Printing Widgets

Imports & Exports

Added a Purchase Order Import.

IN-6198

Purchase Order Import

Inventory

Added Barcode Physical Inventory. 

Note: This feature requires the purchase of the Barcode Module.





Barcode Physical Inventory

Added a New Inventory Fulfillment selection when staging Equipment on Warehouse Actions now gives you the option of limiting selected Equipment to specific Purchase Orders, any Equipment, or any Equipment not on a Purchase Order.

IN-5950

Warehouse Actions

Service Desk Equipment

Service Desk

 

 

 

 

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

  • 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.



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.



Invoices

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

  • The Charge Imports no longer deletes the CHARGES record of a Charge without creating a replacement CHARGES record.

  • The Equipment Charge Import now validates the Charge Type properly. (e.g. Monthly Recurring, Nonrecurring, etc.)

IN-7652



General

Modified the "Cleanup Audit data" process to use less memory and prevent the Event from crashing.



IN-5973



Service Desk

Consumable Equipment no longer requires a Location on Incidents.

IN-7518



The Cabling section of the Service Desk Printout now displayed the List Values, instead of the List Codes. Now when a customer renames the Service Desk Cable Action entries, the printout displays the new value(s). 



List Values

Completing Change Actions (with Equipment) and no Move-To Location no longer fails.

IN-7471



Stopping ARC Charges from Service Desk no longer throw a "Failed to Field Action", or "Failed to Save record" error message when Finalizing an Action.







Release 2021.1.7 (01-20-2022)



Component

Description

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

Forum Post Discussion

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



View Bill

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).

Picker cells on a User-Defined Table, or Cisco forms, no longer display "null" when cleared.

IN-6991





Release 2021.1.4 (10-07-2021)



Component

Description

Type

Incident(s)

Documentation

Component

Description

Type

Incident(s)

Documentation

Billing

Added Waive to Invoice grid.

  • Waving an Invoice will cancel/void all the changes on that Invoice.

  • Only Billed Invoices can be Waived.

Note: This is only available when the Accounts Receivable License is turned on.

 

IN-6324



The View Bill permissions now properly hide the turned-off sections of the Bill.





Credit (negative) Invoices now receive a "Credited to Account" status. The Credit Amount is applied to the Account Totals and any outstanding amount due.

IN-6324



Billing Exports now execute all scheduled Bill Completion Events instead of the last one.

IN-7102



General

Office 365 Integration

  • Requests coming from Outlook 365 will no longer randomly create requests with dates far into the future.

  • Grid reports can once again be sent from the application when using Outlook 365 for outgoing mail.

IN-7143

IN-7083

Invoices

GLA Account Management







Release 2021.1.3 (9-21-2021)



Component

Description

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

Service Desk Archive

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

Service Import

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



Notifications

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.



Shopping

Stand Alone Equipment quantities are now handled correctly when adding multiple quantities from the shopping pages.





The Order Summary page now shows the correct UDF data, rather than a RECID for drop-down UDFs.

IN-6028



Fixed an issue that sometimes caused the CustomerCenter page numbers to be ghosted out on the My Services/Equipment and Department Services/Equipment widget grids.

IN-6048



Cleaned up system notices in CustomerCenter.

IN-6080



Imports & Exports

All of the Charge Imports no longer allow setting the Stop Date before the Start Date.

IN-6024



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

Service Desk API Calls

Added the API call request parameters to the API Request Log.



API Request Log

Added a Barcode API transaction type of 'po_receive'. This allows Equipment on a Purchase Order to be received via the API.



Barcode API Calls

The Equipment API will now set the Warranty End Date automatically when a 'received date' is provided and the Equipment Catalog has a warranty.



Equipment API Calls

Billing

Added the Error column to the Call Details grid.





Call Details

Added a new Configuration Option for Coordinator Email Subject.

Changed the "Email Coordinator" form to use a WYSIWYG editor.

IN-5084

Billing Parameters

Bills

Optimized the Bill Generation process to run faster.
Added additional output to the Bill Process Report

IN-5035

IN-5782

Bills

Bill Grid Column Changes:


  •  Change the "Total" column name to "Sub Total" moved to end

  •  Moved "Total Tax" to be the last column

  •  Added "Annual", "Semi-Annual", and "Quarterly" columns

  •  Added a new column for the "Grand Total" to replace "Total"

  •  Removed "Services w/MRC" and "Services w/o MRC" columns

IN-5893

IN-6009

IN-6023

Billing

 The Bill Archive process now only Archives a specific Bill.

IN201935142



 On the Call Detail Errors grid, the Service Host column header has been changed from 'Name' to 'Service Host'.





The Bill Forward and Bill Backward flags can no longer be changed on existing MRC Charge Catalogs. This will prevent data problems caused by Changing a Charge Catalog from non-Bill Forward to Bill Forward and vice-versa.





Calls with Expense Type Object Code Overrides now Bill properly.

IN-6223

IN-6224



Manually adding Call Details no longer fails to populate the dialed number, originating number, and/or auth code values in the grid.





Fixed issue preventing Alternate Recurring Charges from Stopping.





Cable

Added the Parent Equipment ID and edit button to the Ports/Pins/Lens form.

IN-6225

Cable Ports/Pins/Lens

Inventory Ports/Pins/Lens

Ports/Pins/Lens Grid

Ports/Pins/Lens Form

The Cabling Equipment Port copy form now properly copies the port speed.





The Cable Path Legs form and Service Desk Cabling - Paths Legs form now auto-populate both sides of the path when a PPL is selected.

IN-3087



The Equipment PPL grid no longer shows the wrong cable name when a PPL is connected to more than one pair by removing: corrects duplicated Cable Names in PPL Grids when a PPL is assigned on multiple Cables

This fix also optimizes the PPL data queries.





Catalogs

Adding a Building inside of another Building is no longer allowed.  

Added a Building Group Location Type to allow grouping multiple buildings under a single Location that is not a site. (i.e. in cases where a building has multiple entrances with a 911 address).

 





IN-4313

Location Catalogs

Inactive Vendors no longer appear in the list when using the Add Existing Vendor button.

IN-5169



Deactivating a Charge Catalog now properly deletes the ARC and NRC Charges.





Adding a new Location now triggers the event to update the full Location path.  Previously, when the event did not trigger, it could be difficult to use the new Location on Equipment or Services.





CustomerCenter

The CustomerCenter menu links now support a length of up to 500 characters.

IN-5700



Now, when News and Alerts are displayed on CustomerCenter the Urgency is reflected using the color scheme: green, yellow, red, (for low, medium, and high).





The Request Tracking grid now wraps rather than overflow horizontally.





Editing a link in the CustomerCenter Favorites widget now updates the widget with the changes instead of creating a new widget.





General

MySQL 8 Support

Ubuntu Support

PHP 7.4 is Required



Upgrading to MySQL 8

PHP 7.4 Upgrade

Updated System Requirements

Added a Right-Click Menu option "Copy Cell" to all grids to allow users to copy cell content from grids.



The Grid



Opening a picker now moves focus to the search field on the picker.





Added Custom Validation support for Attachment tables.





The Bulk Update Confirmation Forms now require the user to enter the number of records that will be updated.

IN-4992

IN-3638

Bulk Update Forum Discussion

Services Bulk Update

Equipment Bulk Update

Service Desk Bulk Update

The Bookmarks section no longer requires a refresh to display recently added items.





The "By Type and Service Catalog" Dashboard Widget no longer throws an error on drill-down.

IN-3629



The state of the Both/Service/Equipment button on the "Manage Phone Services" charges tab, can now be saved with a perspective.

IN-4964

Users Group 2020



Cleaned up a number of notices that filled up the Error Logs.





Imports & Exports

Added an Equipment Charge Import.

IN-6088

Equipment Charge Import

Added the Service Recid and Service Swap Recid fields to the Service Order Import, to support Services that have blank Service ID.



Service Order Imports

Added the Service Recid field to the Usage Import, to support Services that have blank Service ID.



Calls Import

Usage Import

Improved logic to look up Service ID for Calls and Usage imports.





Archiving Call Details will no longer throw a "Duplicate Error" when a duplicate call already exists in an Archive table.

IN-5234



Call Import Fixes

  • The Import no longer crashes when setting the Call Type to Ignore.

  • The Import will no longer crash when a mapped Service Host error is combined with another call error.

  • The Import no longer crashes when a LATA value is over 3 digits long.

  • Invalid Call Types no longer cause the Import to crash.

  • The Import will now look up Location values if the Location fields were mapped, but blank values were provided in the file.

  • The Import no longer locks up when a decimal duration value is used with duplicate call records.

  • The Import no longer fills the Error Log Explorer with warnings triggered by processing some 7-digit number calls.

  • Format Errors on any field no longer causes the Import to crash.

  • A Blank or Invalid Bill Date in the Import file no longer causes the Import to crash.

  • Format Errors no longer trigger a "Lists Lookup" SQL error.

IN-2833

IN-5132

Call Imports

Several Usage Import crashes were fixed.





The Import Format field is no longer ignored in the Call Details 'Rerate Calls' popup.

IN-6136



Fixed several different Import crashes caused by not mapping some child tab fields.





Service Order Import Fixes

  • The Import now properly reports all validation errors.

  • The Import no longer crashes if the Service or the Service Catalog is not found.





The Equipment Import will now set the warranty end date automatically when a 'received date' is provided, and the Equipment Catalog has a warranty.



Equipment Import

Inventory

Added columns for Serial Number, Equipment ID, and Associated Service ID to the Warehouse Actions Grid

 



IN-4272

Users Group 2020

Warehouse Actions

Added an Equipment Condition column to the Equipment picker grid of the Return Orders form.



Return Order

Services

Corrected an issue with the Services grid, which should also improve load times for Oracle customers.





Fixed Phone Service form perspective error when a Catalog was set on the perspective.





Service Desk

Added an SLA column to the Incident Grid.



IN201833009

Incidents

Added an SDC Type column to the Service Desk Classification grid to aid in searching for a specific SDC.



Service Desk Classification (SDC)

Added the SDC Name column to the 'Add Existing' Workflow picker in the Service Desk Classifications grid

IN-3809

Service Desk Classification (SDC)

Added a column to the Multi-Location picker that shows the number of Path Legs assigned in the Location.

IN-5097



Completed Service Desk Actions will no longer Finalize if charges exist on the Action and the Service is not billable.



Service Desk Charges

On the Service Desk Charges tab, the MRC and NRC total labels on the bottom have been changed to "Estimated MRC Total" and "Estimated NRC Total" and no longer include stopped charges in their calculation.

Users Group 2016

Service Desk Charges

Clicking on the Service ID field in the Service Desk View Path Report (when a Service does not exist on an Add Action) no longer triggers an error.





The Service ID column on the Service Desk Action grid now allows filtering by non-formatted Service IDs.

IN-3810



Service Desk Charges will now update with Billing Group Pricing, from a Contact Owner's Department Billing Group, if a Billing Group is not set for the Contact.





Disconnect, Swap, and Service ID Actions are now able to view the Path from the Cabling tab.





Fixed an error from the Service Desk 360 Wizard which would happen if the user set a Request Date on the Wizard and if the Service had a remark on it already.

IN-3257

IN-4376

IN-4466

IN-4467

IN-5668



Opening a Service Desk record from a Service/Equipment Activity Grid will now display the "Last Modified" information.

IN-5056

IN-5875



Fixed bug that prevented adding a Path Legs from Incident Requests and Incident Reports.

IN-5004



Deleting a Swap Action now properly restores the PPL/Pair/Strand Status.

IN-5744



Fixed issue when a single unit of Equipment is completed for a multi-unit piece of Equipment the entire Equipment record was updated.

IN-5627



Service Orders will no longer error when completing them with at least two Actions of different change types.

IN-5686

IN-5924



Inactive Contacts are no longer displayed in the email field when using the Request Update Form on Service Desk Workflow.

IN-5675



 * Indicates external documentation not written by PCR.





Database Changes in 2021.1



Default Schema



Table Name

Change

Table Changes

Table Name

Change

Table Changes

MENU

updated

Increased field size to 500 characters

USERS_PREFERENCES

updated

Updated Value column

BILLS

updated

DROP COLUMN `TOLL`;
DROP COLUMN `LOCAL`;
DROP COLUMN `MRC_SERVICES`;
DROP COLUMN `NON_MRC_SERVICES`;
DROP COLUMN `CALLS_DURATION`;
CHANGE `MRC` `MONTHLY_RECURRING` DECIMAL(18,5) DEFAULT 0;
CHANGE `NRC` `NONRECURRING` DECIMAL(18,5) DEFAULT 0;
ADD `ANNUAL_RECURRING` DECIMAL(18,5) DEFAULT 0 NULL;
ADD `SEMI_ANNUAL` DECIMAL(18,5) DEFAULT 0 NULL;
ADD `QUARTERLY` DECIMAL(18,5) DEFAULT 0 NULL;

BILLS_PROCESSLOG

updated

ADD INDEX `BILLS_PROCESSLOG_3` (`BILLS_RECID`, `RECORD_RECID`, `RECORD_TABLE`)


Metadata Schema



Table Name

Change

Table Changes

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

Service Desk Archive

Billing

The Bill Coordinator Email now repeats the report header image, GLA, Invoice Number, and Bill Date Range for each GLA in the PDF report.

IN-6731



CustomerCenter

Required Service Desk Action UDFs are now enforced on CustomerCenter Cart Request Actions.

IN-6976



Notifications, Escalations, and Events

Added a new config option DISABLE_EMAIL to disable all emails send/receive, without having to alter the .ini file. Users should now define the email from the Tenant record, rather than the .ini file.

Note: This value defaults to 'true' for test environments.

 





The Email column is no longer required on the Notification Log. Errors caused by missing emails are now properly logged.

IN-6813



Release 2020.4.5 (7-16-2021)



Component

Description

Type

Incident(s)

Documentation

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:

Bill Grid Columns

Changes to Bill Generation Grid

Billing Service Fees for Accounts Receivable no longer causes an error.





Aggregate data processed and saved with a Vendor Charge Audit (Expense Management) Import is no longer carried over between Import Files that are processed at the same time. 





CustomerCenter

Permitted GLAs for a Request are now limited to the intersection of the Coordinator's Permitted GLAs and the Department's permitted GLAs.



Shopping

Stand Alone Equipment quantities are now handled correctly when adding multiple quantities from the shopping pages.





The Order Summary page now shows the correct UDF data, rather than a RECID for drop-down UDFs.

IN-6028



Fixed an issue that sometimes caused the CustomerCenter page numbers to be ghosted out on the My Services/Equipment and Department Services/Equipment widget grids.

IN-6048



Notifications, Escalations, and Events

Escalation Criteria now handles Checkbox Data Correctly.

IN-6250



People

The Contact Default GLA is no longer required on the Contact GLA Permissions tab. When you select a Contact Default GLA on a Contact record, it is no longer applied automatically to the Contacts GLA Permissions tab.









Release 2020.4.3 (4-19-2021)



Component

Description

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:

  • Non Coordinator Users

    • The GLA picker is now restricted to the GLA permissions on the logged-in user's contact record.

    • The Owner Picker is not editable, the field auto-populates with the current user.

  • Coordinator users

    • The GLA picker is now restricted to the GLA permissions on the logged-in user's contact record. If Permit-None is specified, no GLAs are available. If the Contact GLA Permissions are empty, it is restricted to the GLA Permissions on the Coordinated Departments.

    • The Owner Picker is restricted to users associated with the logged-in user's coordinated departments or Contacts within those departments.

    • For Cart Actions the Owner Picker is restricted to users with the items Billing Groups RECID and associations to the logged-in user's coordinated departments.

IN-6064

CustomerCenter Administration

The Cart

Special Pricing Options

General

Optimized Custom Validation checks.  Changes to improve the security of custom validation checks in 2020.2, resulted in a performance impact when running custom validations. This change addresses the performance impact.

IN-5824

IN-5853



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

(2024.1) Tree Elements Permissions

Imports & Exports

The Service Import now checks the Service Locations on a Multiple Location Service (when the Service Catalog requires a Location for the Service.) Previously, the Import would trigger the Error "Missing Required Location".





The Bill Date field from the Import File Upload Form is no longer ignored by the Charge Imports. Previously, the current date was used instead.

IN-6025



Inventory

Equipment ID, MAC Address, and Asset Tag values are no longer lost on the Service Desk Equipment form when the values are set from Warehouse Actions.

IN-5907

IN-6043



Notifications, Escalations, and Events

Added the missing *_EMAIL Escalation Criteria data for Service Desk Events.

IN-5942



The SD_OWNER fields on the Escalation Criteria form for Service Desk Events are now accessible.

IN-5942



Reports

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

IN-3059

IN-5896



Services

Corrected display issues on the Services Charge form when FORCE PRORATE is on and Multi-Location is off.

IN-6037



Service Desk

Completing a Miscellaneous Action on a  Multiple Location Non-Phone Service no longer throws an error message.

IN-5951



Double-clicking a row on the My Service Desk grids now opens the Service Desk Item instead of the Workflow form.

This change affects the following My Service Desk grid reports:

  • Workflow

  • Workgroup

  • Assigned Workflow

IN-5947

My Service Desk

Service Desk Reports

Finalizing Service Desk Items no longer sets the wrong date on Annual, Semi-Annual, or Quarterly Recurring Charges.







Release 2020.4.2 (3-19-2021)



Component

Description

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

Custom Content

Account Profile

Change Menu items now reflect the Custom Menu name in the Cart.

IN-5758



Sorting the CustomerCenter shopping pages by price no longer produces a "Column not found" error.

IN-5781

IN-5747



General

E911 Changes

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

Generating the E911 report now requires using the USE_E911_NENA2_FIELDS configuration option, if the option is not enabled the process will throw an exception.



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



The E911 Report will now convert "Court" to the prefix "CT".

IN-5724



Imports & Exports

Improved the performance of all Imports utilizing Conditional Logic/ validation. (Changes in 2020.1 to improve application security reduced the performance of many Imports.)





Notifications, Escalations, and Events

The Notification Log form no longer throws an error when the CC (email) Field is populated.

IN-5201



Reports

CSV grid reports now consistently show "Yes" or "No" for the Boolean Yes/No values.  (Previously some CSV reports were showing 1 or 0 instead)





Service Desk

Added a new Escalation/Notification Filter Variable, SDWF_ADDNEW,  to Service Desk Workflow events



IN-5201

Escalation Criteria

Creating an Escalation

Escalations

The "Add From SDC" button on Workflow no longer triggers two Workflow Start Date Notifications

IN-5201



The Work Order Print Report now shows the Full Location path on the report.

IN-5800



Completing an Upgrade/Downgrade Action once again copies the UDF values to the Service.

IN-5672



When setting a Flat Rate on a Labor Charge, the Labor Charge no longer reverts to the amount for 1 hour of work/the hourly rate.

IN-5659



The process that sends out Service Desk Emails will now default to the setting in the .ini file when no email addresses are defined on the tenant record.









Release 2020.4.1 (2-10-2021)



Component

Description

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

  • The Service Desk Archiving process will now archive Service Desk Items where some data was not defined (such as a NULL value for the USE_QUANTITY column on Service Desk Charge records).

  • When a single Service Desk Item fails to Archive, will no longer get stuck; the process will continue to archive records.

 

IN-5090

IN-3923



Returning Equipment on a Billed or Completed Action should once again create a credit charge.

IN-5177



When creating Upgrade/Downgrade Actions on a Service Order, the Billable and Report 911 flags are now pulled from the Service Catalog, not the existing Service values.



IN-4978

IN-4987



Upon saving an Action, the Default Action GLAs will now copy from the Service Order to the Action, if there is not a GLA already on the Action with the same Expense Type. This applies to customers who use the "Multiple Default Action GLAs" configuration option (SDA_ALLOW_MULTIPLE_DEFAULT_GLAS).

For customers not using the configuration option, the Action will load the Default Action GLA from the Order when the Action is saved and does not have a GLA with a Default Expense Type.

IN-5171

IN-2998

IN-2999

Service Desk GLAs



Release 2020.4 (01-14-2021)



Component

Description

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 API Calls

Equipment API Calls

GLA API Calls

Service Desk Actions created via the API for Non-Phone Type Services can now be created as Billable Services.

IN-2872

IN-3768



The API now properly updates the Prorate Flag, Quantity, and Amount on Charges.





The Barcode API now supports the MAC Address field for Warehouse Bulk Adds.





Using Special Characters or Symbols in Service IDs no longer creates Services with Blank IDs.





Billing

Alternate Recurring Charges now have a Start Date and Recurring Date value.

This allows starting Alternate Recurring Charges mid-cycle and preserving a consistent Recurring Date.



IN-3481

Service Charges

Equipment Charges

GLA Charges

Charges Report

Bills

Significant changes to Contact GLA Permissions.

  • This change affects which GLAs Contacts and Coordinators can see to when viewing the bill, receiving the Bill Coordinator Email, or creating a Service Request in CustomerCenter. Contacts will no longer inherit the GLA Permissions from the Contact's Department. Instead, they will only use the GLA Permissions specifically set on the Contact Form. This applies to Coordinators as well. Coordinators, however, will still inherit the GLA Permissions from the Departments they coordinate, but only if there are no GLA Permissions listed on the Coordinator's Contact Form.

  • The GLA Permissions grid on the Contact Form is no longer restricted by the Contact's Department or the Coordinated Departments. Any GLA matching the Billing Group Format can be added to the Contact's GLA Permissions.  When GLA Permissions are removed from a Department Form, they are no longer removed from Contacts belonging to those Departments.

  • A bug was fixed on the Contact Form GLA Permission grid for the "Inherited Permissions" button. Clicking this button now properly shows the Contact's inherited permissions and will reflect the other changes to GLA Permission inheritance called out above. If the Contact is a Coordinator, the button will show the GLA Permissions from the Departments where that Contact is a coordinator. If the Contact is not a coordinator, there will be no inherited permissions.

IN-3562

IN-4156

IN-3333

Forum Discussion of the changes

Workers/Contacts - GLA Permissions

Department Hierarchy - GLA Permissions

Department Hierarchy - Coordinators Tab

CustomerCenter Cart



On the View Bill, the Recurring column changed to Charge Type. The new column now properly indicates whether a charge is an Annual Recurring, Semi-Annual Recurring, Quarterly Recurring, Monthly Recurring, or Non-Recurring charge.



Reporting on View Bill

Deleting or Stopping Annual Recurring, Semi-Annual Recurring, Quarterly Recurring, or Non-Recurring Charges no longer fails.





Stopping a Charge on the last date of a billing cycle now sets the Stop Date to the last date of that billing cycle, rather than the last date of the following billing cycle.

IN-3719



Cable

Optimized the Cable Maintenance Grid.





Removed the Service Desk Cable Report. This has been replaced by the Service Desk Cabling Query available in the AdHoc Grids Library.



AdHoc Grids Library

It is now possible to delete Paths that are on Active Services from the Paths Grid.





Catalogs

Selecting an Owner on the add new GLA form no longer causes the form to hang.





The Report 911 value is no longer blank in the CSV Report from the Locations Grid.

IN-3914



CustomerCenter

Updates to the CustomerCenter Theme Manager

  • Added font options to CustomerCenter Themes.

  • Added a "Set All" option to the CustomerCenter Themes (i.e, added the ability to set all Activity Type colors to the preselected colors).



Theme Manager

Customizable Content Requirements

When using Special Pricing (GLA or Billing Group) prices are now displayed on CustomerCenter.

  • For coordinators, the default prices are loaded from the catalog.

  • For non-coordinators, pricing will be loaded based on the Billing Group of the User, or if GLA Pricing is used, the GLA (Account) selected.



Special Pricing Options

Shopping

The Change Request Menu on CustomerCenter is now customizable.



Menus and Links

My Services/Equipment Widget

Department Services/Equipment Widget

Added User Preferences to CustomerCenter

  • The new User Preferences were added to the existing Account Profile page.

  • Added the ability for users to save  Home Page widget preferences.



Account Profile

Customizable Content Requirements

Updated the generic "No Image" catalog image on CustomerCenter (i.e, when catalogs do not specify an image).





All dates in CustomerCenter now use the format defined by the CC_DATE_FORMAT configuration constant.



CustomerCenter Parameters

Cart Requests

Catalogs with Billing Group Permissions are no longer displayed in CustomerCenter unless a valid Owner is selected first. This matches how Location Permissions work in CustomerCenter.





General

Added "Primary Email" and "Phone" columns to the Department Hierarchy Grid.

IN-3996

IN-4489



Added Email support for the Office365 REST Client with OAuth.



IN-4946

Configuring Email

Email Account Parameters

*Microsoft Ending Support for Basic Authentication

Added Custom Logic (API, Events, Validation) Debug command and tab.

Added a Trigger button to the Custom Event Grid.



Allowed Functions

Custom Events

Custom API

Custom Validation

Syntax

Modified the Filtering Options on the RowID/RECID Column to add additional filters like "Match All", "Match Any", etc.

IN-4238

IN-4256









Added Escalation Rest API Response Handling; this allows the Escalation to pass the response (success or failure) to a Custom Event. The information provided to the Event can be used to perform conditional logic.



Escalations

Events

Creating an Escalation

Improved the PCR-360 Email Error handling related to the "No recipient forward path has been supplied" message when the email address(es) that were applied to the Email message were missing or invalid.

IN-2820

IN-2834

IN-3583



Grid Reports that use the "Group By" option, now display the last row on the report.

IN-2978

IN-2817

IN201834607



Imports & Exports

The Location Import now supports the NENA2 E911 address fields.

IN-3793

Location Imports

The Path Import now supports the Header, Footer, and Notes fields.





Added "Append Permitted GLA", and "Append Approval GLA" flags to the Contact Import.

IN-3747



Added support for the Start Date and Recurring Date value on Alternate Recurring Charges to the Charge Imports. 



Service Charge Imports

GLA Charge Imports

All Imports are now able to save blank UDF values.

IN-2842

IN-2847

IN-4261



All Imports will now generate a line error if a value is too long for the database field. Previously, the Import would trigger an SQL error that caused the import to abort.





Charge Import Fixes

  • The Import can now update the Prorate Flag and Stop Date at the same time.

  • The Import can now save Stop Dates for Alternate Recurring Charges.



Service Charge Imports

GLA Charge Imports

Contact Import Changes

  • The Import now verifies the format of the Phone Number value. If the format is not correct a warning is saved to the Import Errors grid and the Phone Number is not saved.

  • The Import now supports the Default Incident SLA field.

  • The Import now requires the First Name and Last Name to be not blank.

  • The Import now requires a Customer Number if the Customer Type is set.

  • The Import now enforces the rules for Contact Types.  See the Workers/Contacts documentation for the full set of rules.

  • The Import now throws an error when an Inactive Department Hierarchy, Billing Group, GLA, or SLA is used.



Contact Imports

Full Path Import Fixes

  • The Import now reports an error if you try to update a Service with an invalid Owner value. Previously, it would quietly not update the Service.

  • The Import now requires the Port Side value. If a Port is provided with no Port Side, it will cause an error.

  • The Import now notices if you try to use a Port already in use on another Path. If the Port has the Multiple-Flag set, it will report a Warning. If the Multiple-Flag is not set, then it will cause an Error.

  • The Import now uses the Path Status Value to set the Path Status. Previously this field existed, but any value provided was ignored.

  • The Import now throws an error when a Pair/Strand Status is Bad, or if the Pair/Strand Status is not Spare (unless the Multiple flag is set).

IN-2821

IN201833083

Cable Full Path Imports

Cable Path Import Fixes

  • The Import now notices if you try to use a Port already in use on another Path. If the Port has the Multiple-Flag set, it will report a Warning. If the Multiple-Flag is not set, then it will cause an Error.



Cable Path Imports

Location Import Fixes

  • The Import is now validating the range and the format of the Longitude and Latitude values.

  • The Import no longer throws an SQL error if the import file provides an invalid state.

  • The Import can now update the Location Name of existing records,



Locations Imports

Service Import Fixes

  • The Import now enforces the "Location Required" flag set on the Service Catalog.

  • The Import now requires a Service Host on Active Phone Services.

  • The Import now requires an Owner on Active Services.

  • The Import now supports adding to or replacing the Contacts on a Service.

  • The Import no longer allows Services to be created using 'Category' type Service Catalogs.



Services Imports

Equipment Catalog Import Fixes

  • The Import now properly looks up the Catalog Names using the Full Hierarchical Path, rather than just the Catalog Name.

  • The Import is now able to successfully look up GLAs where the First or Last components are blank.



Equipment Catalog Imports

Inventory

Modified the Inventory Overview Grid inventory count columns.

Changed the On Hand and Pending columns to:

  • On Hand: Comes from the Warehouse (Location Path) and means there are X number of records in that Location (Warehouse) that are Unassigned.

  • Total On Hand: Comes from the Warehouse (Location Path) and means there are X number of records in that Location (Warehouse) or its children that are Unassigned.

  • Pending: Comes from the number of Equipment record(s) that are on Pending Orders or Actions for a given Location(Warehouse)

  • Total Pending: Comes from the number of Equipment record(s) that are on Pending Orders or Actions for a given Location(Warehouse) or its children.

IN-3558

IN-4122

IN-5136

Inventory Overview

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
ADD `ALTERNATE_RECURRING_DATE` DATETIME NULL
ADD INDEX `CHARGES_7` (`ALTERNATE_START_DATE`)
ADD INDEX `CHARGES_8` (`ALTERNATE_RECURRING_DATE`)
ADD INDEX `CHARGES_9` (`ALTERNATE_STOP_DATE`)

Updates data in the NRC_TRANSACTION_DATE column.

CHARGES_BILLED

Updated

Changed column BILLED_FORWARD_THROUGH to BILLED_THROUGH_DATE

OAUTH2_TOKENS

New



SERVICE_DESK_CABLING_PIT

Updated

Increased the size of columns FROM_EQUIPMENT_CATALOG
and TO_EQUIPMENT_CATALOG columns to 255 characters

SERVICE_DESK_CHARGES

Updated

DROP COLUMN `BILLED_DATE`
ADD `ALTERNATE_RECURRING_DATE` DATETIME NULL

TENANTS_EMAILS

Updated

ADD `REPLY_TO` VARCHAR(100) NULL
ADD `TOKEN_RECID` INT NULL
ADD INDEX `TENANTS_EMAILS_3` (`TOKEN_RECID`)
MODIFY COLUMN `LOGIN` VARCHAR(100) NULL
MODIFY COLUMN `PASSWORD` VARCHAR(200) NULL


Metadata Schema



Table Name

Change

Table Changes

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
and TO_EQUIPMENT_CATALOG columns to 255 characters

SERVICE_DESK_CHARGES

Updated

DROP COLUMN `BILLED_DATE`
ADD `ALTERNATE_RECURRING_DATE` DATETIME NULL







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

  1. Major Changes to CustomerCenter

    1. Redesigned Persistent Cart

    2. Save Incomplete Requests

    3. Updated Submission Process

    4. Completely Redesigned Cart layout

    5. Customizable Widgets

    6. Customizable Menus & Links

    7. Redesigned Attachment Uploader

    8. Redesigned Change Menu options in CustomerCenter

    9. Added Training Videos for the new CustomerCenter features to the PCR-360 Wiki. 

  2. Added PHP 7.4 support

  3. Added Expense Management

  4. Multiple Improvements to MAC Address Support in Service Desk and Inventory

    1. The MAC Address is now a unique value across all Equipment Records and is enforced by a database constraint. 

    2. Note: Before upgrading to 2020.3, you will need to remove any duplicate MAC Addresses. An AdHoc query to find duplicate values has been provided in the AdHoc Library.

  5. Added Service Desk Action User Defined Fields.

  6. 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

(2024.1) Tree Elements Permissions

Reports

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

IN-3059

IN-5896



Service Desk

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

IN-5983





Release 2020.3.3 (3-19-2021)



Component

Description

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.



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



The E911 Report will now convert "Court" to the prefix "CT".

IN-5724



Notifications, Escalations, and Events

The Notification Log form no longer throws an error when the CC (email) Field is populated.

IN-5201



Service Desk

Added a new Escalation/Notification Filter Variable, SDWF_ADDNEW,  to Service Desk Workflow events

IN-5201

Escalation Criteria

Creating an Escalation

Escalations

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

  • The Service Desk Archiving process will now archive Service Desk Items where some data was not defined (such as a NULL value for the USE_QUANTITY column on Service Desk Charge records).

  • When a single Service Desk Item fails to Archive, will no longer get stuck; the process will continue to archive records.

 

IN-5090

IN-3923



Returning Equipment on a Billed or Completed Action should once again create a credit charge.

IN-5177



When creating Upgrade/Downgrade Actions on a Service Order, the Billable and Report 911 flags are now pulled from the Service Catalog, not the existing Service values.



IN-4978

IN-4987





Release 2020.3.1 (12-16-2020)



Component

Description

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.)



AdHoc Grids

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

  • The Import no longer creates a blank component record using an empty string rather than a null value.

  • The Import can now find existing GLA records when the last component of the GLA is blank. Previously the Import was not able to look up those GLAs.

IN-4446

IN-5094



Inventory

Staging multiple pieces of Equipment at the same time from the Warehouse Actions grid no longer reuses the same Equipment record multiple times.

IN-4429 



Reporting

Corrected minor formatting issues with PDF reports.

IN-5013



Service Desk

Users can now open the Service Desk Form that corresponds to the Workflow record from the Workflow Grids (i.e. if the Workflow is on an Action, the User may open the Action form or the Workflow form from the Workflow Grids).

 IN-4427

My Service Desk

Workflow

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



Archive Log

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

IN-4336



The "Type Value" selector on the Escalation Criteria form now lists all Service Desk Types.





Service Desk number formats less than 8 digits now work properly.





Service Desk Items will no longer allow Services and Equipment to be Owned by both a Contact and a Department Owner.

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

IN-3335

IN-4395

IN-4340



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

IN-5090

IN-3923



Release 2020.3 (10-14-2020)



Component

Description

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.



Services API Calls

Billing

Added Expense Management

  • Invoice Reconciliation

  • Current Charges Discrepancy

  • Missing Invoiced Item



Expense Management

The Bill process now checks for Equipment Billling Group overrides on Equipment Charges.

IN-4342



The Bill process now checks for Billling Group overrides on GLA Charges.





Cable

Added an "Update Existing Path End Points?" checkbox to allow users to update Path Endpoints when changing the Destination Equipment on a Pair/Strand.

IN-2843

Pairs/Strands

Cable

Deleting a Pair/Strand record on Oracle no longer triggers an "Oops Error." 





CustomerCenter

Redesigned the Shopping Cart

  • Persistent Cart

    • The Cart is saved as items are added. If the user logs out of the system and then back in, the Cart will be restored.

    • The count next to the Cart Icon now indicates how many requests are in the Cart, not the number of individual items in the Cart.

  • Save Incomplete Requests

    • Customers may enter partial requests and save them for later.

    • Each Request is saved automatically, even if the values required to submit the Request (s) are not populated.

  • Updated Submission Process

    • Requests can be submitted individually or in bulk.

    • Customers can submit some or all of the requests from the Cart.

      • Submitted requests must specify all required information.

    • Requests missing required information cannot be submitted.

    • Each Request can have a customizable name, limited to 30 characters.  The default name will be "Request 1", "Request 2", etc.

      • When the requests are submitted, the request name will be saved as a remark on the Request.

  • Completely Redesigned Cart Layout

    • The Cart may contain multiple requests.

    • Each Request has an Icon to indicate whether the Request is "Complete" or requires more information. 

    • Requests are editable from the Cart. 

    • Partial Requests cannot be submitted.

    • One or more requests can be submitted or deleted at a time.

    • Individual Actions and Equipment may be deleted from a request.

    • Requests are validated before submission. 

    • Added a configuration option to allow Pending Requests to Expire. 

      • A button to the top of the cart allows the user to toggle between current and expired Requests.

      • Expired Requests cannot be submitted.

  • Added the Service Reference field to Change Actions in the Cart.



The Cart

CustomerCenter Parameters

Cart Redesign Requirements

Training Videos

Customizable Content

  • Custom Menus

    • The functionality is restricted to PCR-360 Administrators.

    • Customized menus obey set permissions in PCR-360.

    • Customers can manage the Menu to:

      • Rearrange Menu items

      • Add items to the Menu.

      • Delete/Hide items from the Menu

      • Use custom labeling for items on the Main Menu.

      • Allow users to set permissions to show or delete Main Menu items.

  • Widget Customization/Customizable Sections

    • Custom content (widgets) may be added to the following pages:

      • Homepage (as widgets)

        • Multiple custom widgets may be added to the homepage.

        • Custom Widgets and System widgets can be rearranged.

      • View Bill (top of page)

      • Order Tracking (top of page)

      • Cart (top and bottom of page)

    • This functionality is restricted to Administrators.

    • Videos (YouTube, Vimeo, etc.) can now be embedded into a CustomerCenter Widget.

  • Getting Started Widget

    • The "Getting Started" pop-up was replaced with a "Quick Links" widget.

  • Redesigned Alerts in CustomerCenter

    • Alerts can be displayed in the header on CustomerCenter, below the Menu (similar to how Alerts are displayed in PCR-360).

    • Clicking on an Alert displays a pop-up of additional information.

    • Users can set the color on the Alerts, similar to PCR-360 Application Alerts.

  • Custom Questions (Using Action UDFs)

    • The functionality is restricted to Administrators.

    • Questions can be global or unique to a specific Service catalog.

    • Questions may be required or optional.

    • Questions will be presented to the user in the Cart.

    • Questions and Answers will be stored on the Incident/Service Request.

      • Both will be stored on the Action as "Action UDFs."

  • Renamed the Admin page CustomerCenter Theme to CustomerCenter Admin.

  • Note: User Preferences, a Customizable hamburger menu for Change/Remove Requests, and Custom Fonts were not added for this release. 





CustomerCenter Administration

User Defined Fields Associations

Adding Videos to CustomerCenter

Customizable Content Requirements

Training Videos 

Change Requests for Multiple Location Services now allow the user to select which of the Service's Locations will be used for the Request.





Options for easier selection of a Contact or Location

  • Users now have the option to choose an Owner type of "Contact," "Department," or "I can't find" in the Cart.

  • Users now can choose a Location using the "Find Existing Option" or "I can't find" option in the Cart.

  • Note: If "I can't find" is chosen, the user can type in the Contact/Department Name or Location into a text field. This information will become a remark when the Request is submitted. 

Users Group 2019

The Cart

Added a Qty selector to the Service Catalog shopping page. Each orderable item (Services and Equipment) now have a quantity selector.

Users Group 2019

Shopping

Urgency can now be set on Requests in the new Shopping Cart. The Urgency can be set as Low, Medium, or High.

Users Group 2019

The Cart

Added an Owner Selection to the Shopping pages. This allows a coordinator to select an Owner, who they will submit a request on the behalf of, and the available shopping options will be restricted by the Billing Group Permissions.  



Shopping

Added the ability to download/export AdHoc grid data as a CSV file from CustomerCenter. 

IN-2912



We improved the CustomerCenter Theme Manager design.

  • Improved Uploader for the Theme Logo.

  • Improved Theme selector.

  • Replaced the Create New Theme link with a New Theme button for creating a new Theme. 

  • New buttons for Make Active, Copy, Preview, Reset, Deactivate, and Delete Theme options.



CustomerCenter Administration

Redesigned Receipt Page (Submitted Request Summary)



Submitted Request Summary

Redesigned Change Menu Options in CustomerCenter.



Department and Services Widget

Replaced usages of "Order Tracking" with "Request Tracking."





Cart Data in CustomerCenter will be removed by the Service Desk Archiving process when the related Service Desk Items are Archived.





Changed the button labeled "Continue" to "Submit" when submitting General Requests and Incident Requests.





Changed "Report a Problem" to "Report an Issue" in the Main Menu.

Note:  This is a default value in the Menu. With the customization options added to CustomerCenter, users can now change this default setting.





Changed "Incidents / Problems" to "Incidents" on the Request Tracking page.





CustomerCenter no longer supports Internet Explorer (IE).



Supported Browsers

CustomerCenter now checks Billing group Permissions before displaying Services and Equipment available for purchase.



Shopping

Service Order UDFs now show in the new CustomerCenter Shopping Cart. Incident UDFs now show on the "Report a Problem" Incident Request page. Previously, only Service UDFs were displayed in CustomerCenter.





The Service Host is now populated on Change Actions created from CustomerCenter.

Users Group 2019



Services no longer show up twice in the Services/Equipment List when a Service has more than one GLA.





The Requestor is now set when submitting Requests using a General Request

IN-4134



The Service Option Flags are now passed through from CustomerCenter to the Requests (and then to the Service Orders).

IN-2965

IN201833105



Autocomplete/Auto-filtered values on CustomerCenter pickers now let you select a value. (Previously, if you started typing in the picker fields and a drop-down with auto-filtered selections appeared, you could not select a value.)

IN-4126



Task Actions are no longer displayed as Add Actions in the Cart.





Using the "Breadcrumb" navigation at the top of the Equipment Catalog page now takes the user back to the page that was selected, rather than the first page.

IN-3693 



The default sort for the directory page now correctly sorts by Name.





Certain User Defined Fields, such as Currency, no longer cause an error when a Service Request is converted to a Service Order, or when an Incident Request is converted to an Incident.





When a Service Request is created, and there is a matching SDC, the SDC is now applied to the Service Request.

IN-4125



Exporting a CSV from the Department Services and Equipment Widget no longer results in a blank CSV document.





The Contact Picker tooltip no longer randomly shows up in CustomerCenter.





Submitting a package from CustomerCenter, which uses an Equipment type SDC, now adds the Charges from that SDC to the resulting Request.  





General

Added PHP 7.4 Support

Note: PHP 7.4 is not required at this time to upgrade PCR-360, however, a future upgrade will require PHP 7.4, since PHP 7.2 support is ending in December 2020.



PHP 7.4 Upgrade Instructions

Removed Incident Request and Order Request as criteria for the Service Desk Association on User Defined Fields.  Instead, Incident and Order should be used. 



User Defined Fields

Fixed issues with the built-in validator. 





Imports & Exports

Ports/Pins/Lens Import

  • The Import no longer requires the Status value of updates. (It is still required for Adds).

  • The Import now requires a Side to be specified.



Ports/Pins/Lens Import

Equipment Import

  • The Import now validates values for IP Addresses, subnets, gateways (IPv4 and IPv6), and the MAC Address. 

  • The Import no longer crashes (throws an SQL error) when some Equipment Import fields are mapped and no values were provided in the file.

  • The Import no longer fails when the Purchase Price is left blank.

  • The Import now requires the Serial Number for new records if the REQUIRE_SERIAL_NUMBER configuration option is set.

  • The Import can now find existing records by Serial Number, or by the new Equipment RECID field. Note: This is useful when trying to update Equipment where the Equipment ID and Asset Tag are both empty.
    The lookup order for the Import:  Recid, Asset Tag, Equipment ID, then Serial Number.



Equipment Import

Service Order Import

  • The Import now supports the Rating Group Service detail option.

  • The import can now use GLAs where the first or last GLA Component is blank.



Service Order Import

Cable Path Import

  • The Cable Path Import now has a mappable Service RECID field to let you specify a Service that has a blank Service ID.



Cable Path Import

Service Import

  • The Import now reports an error when you try to add Equipment to a Service that is already associated with another Service.

  • The Import now allows users to create an Other Type Service or Custom Type Service that has a blank Service ID.



Service Import

Unified the logic for Service ID lookups in the following Imports to provide a more consistent experience between Imports: Cable Path, Service Charge, Service Order, and Service. The Imports now find the correct Service record if you provide an Alias, a formatted Service ID, or an unformatted Service ID.

IN-3276



Inventory

MAC Address Changes

  • The MAC Address is now a unique value across all Equipment Records and is enforced by a database constraint. Note: Before upgrading to 2020.3, you will need to remove any duplicate MAC Addresses. An AdHoc query to find duplicate values has been provided in the documentation column.

  • Customers will now have a more consistent experience when searching for a MAC Address on the Equipment grid.

  • It is now possible to bulk add Equipment records with the MAC Address.



Inventory: Network Tab 

AdHoc Duplicate Query

AdHoc Library

MAC Address Requirements

Services

If the USE_RATING_GROUP configuration option is turned on, the Rating Group column now displays in the Service Grid.





Service Desk

MAC Address Changes

  • The following information was added to the Service Desk Incidents, Orders, and Actions Printouts.

    • Equipment ID

    • Serial Number

    • MAC Address

  • The MAC Address field on Service Desk Equipment now accepts both formatted and non-formatted MAC Addresses. 

  • The MAC Address field is now enabled on the Incident Equipment Form, just like it is on Service Desk Orders and Actions.

  • The MAC Address and other identifiers (Equipment ID, Asset Tag) will not be updated on the Equipment Record until the Service Desk Equipment is completed.





Warehouse Actions

Service Desk Equipment 

Incidents 

MAC Address Requirements

Added Service Desk Action User Defined Fields.

  • This change renamed the User Defined Fields Tab to Service UDFs on Actions.

  • Action UDFs are displayed on the User Defined Fields Tab on Actions.

  • Action UDFs can also be displayed on CustomerCenter.



User Defined Fields

The Copy to New Form of a Service Order Action will now copy Billable, Essential, and Directory Service Options correctly.

IN-2819

IN-2900

IN-3007



When the USE_RATING_GROUP configuration option is used, users can now assign the Rating Group on Service Desk Actions





Selecting certain SDC values for Upgrade/Downgrade Actions (on Oracle only) no longer throws an error.





Corrected inconsistencies related to when the MAC Address field was displayed for Equipment on Actions. This also fixes cases where the MAC Address was incorrectly or inconsistently saved. 

IN-2919 (IN201936593)

IN-2885



The Add/Edit Button has been restored to the Add New Service Desk Equipment Form; now you can create Equipment from the Service Desk Equipment Form.

IN-3323



The Override GLA is now retained when saving a Service Desk Equipment Record.

IN-2966 (IN201833140)

IN-2966



Completing Unit Equipment that is in a Picked-Up state, no longer displays an erroneous error message that there is no Equipment Available at the chosen Location.



IN-4083

IN-4361

IN-3798



On Service Desk, choosing Consumable Equipment, where only the exact Qty of Units Equipment is available in the Warehouse, no longer prevents Completion. 

IN-4014

IN-4064

IN-4205

IN-3560



 * Indicates external documentation not written by PCR.





Database Changes in 2020.3



Default Schema



Table Name

Change

Table Changes

Table Name

Change

Table Changes

CC_THEME_ELEMENTS

Updated

Added new theme values.

USER_DEFINED_FIELDS_ASSOC

Updated

ADD SECOND_CRITERIA_COLUMN VARCHAR(50)

ADD SECOND_CRITERIA_RECID INT(11)

Updates data in the CRITERIA_VALUE column.

CC_CONTENT_WIDGETS

New



CC_CONTENT_WIDGET_PLCMTS

New



CC_CONTENT_WIDGET_ROLES

New



CC_REQUESTS

New



CC_PACKAGES

New



CC_REQUEST_ACTIONS

New



CC_REQUEST_STANDALONE_EQP

New



PERMISSIONS_MDL_CNTRLLRS

Updated

Updates data in the CONTROLLER_NAME column.

MENU

Updated

Updates data in the TEXT column.

AGG_VENDORCHRG_CHARGECODES

New



AGG_VENDORCHRG_IMPORTFILE

New



AGG_VENDORCHRG_SERVICEID

New



AUDIT_VENDOR_CHARGES

New



IMPORT_RECORD_FORMATS

Updated

ADD `AUDIT_THRESHOLD_PERCENT` DECIMAL(18,5) NULL
ADD `AUDIT_THRESHOLD_AMOUNT` DECIMAL(18,5) NULL
ADD `AUDIT_THRESHOLD_STATUSDAYS` INT NULL
ADD `AUDIT_EXPECTED_CHARGES` LONGTEXT NULL

EQUIPMENT

Updated

ADD UNIQUE INDEX EQUIPMENT_12 (`MAC_ADDRESS`)

SERVICE_DESK_CABLING_PIT

Updated

Increased the size of columns FROM_EQUIPMENT_CATALOG
and TO_EQUIPMENT_CATALOG columns to 255 characters

SERVICE_DESK_EQP

Updated

ADD COLUMN `EQUIPMENT_ID` VARCHAR(100) NULL
ADD COLUMN `ASSET_TAG` VARCHAR(100) NULL
ADD COLUMN `MAC_ADDRESS` VARCHAR(20) NULL

SDA_SERVICE_DETAILS

Updated

ADD COLUMN `RATING_GROUP_LISTS_RECID` INT NULL


Metadata Schema



Table Name

Change

Table Changes

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
and TO_EQUIPMENT_CATALOG columns to 255 characters









2019













2018 and older