Bug Fixes

New Features

Changed Features

Improved Performance

Removed Features

API

Added Void to the Barcode Api sd_eqp_status transaction.

Barcode API Calls

Added scan_date to all Barcode API endpoints transaction types.
The Barcode API Endpoint's scan_date now supports time.  

Batch Barcode Transactions now return the errors for all failed transactions.

The Service Desk Equipment API Endpoint now adds Catalog Default Charges onto the Service Desk item.

IN-8817

Resolves isssue where the Reference field is not added when creating an Service Desk Action via the API.

IN-9845

Corrected Contacts API endpoint when adding Contact phone for existing Service.

Billing

Alternate Recurring Charges Stopped before the Billed Through Date now generate the correct Credit.

IN-10148

Resolved an issue where Invoices could have the wrong status due to bad floating point precision comparisons.

IN-10044

Manually entered Calls will now Bill by Assigning a Rate at creation

The Call ReRate function will now work without selecting an Import FIle format.

Catalogs

Add Barcode Generator to the EQP Catalog.

Barcode

Allowed incremental processing of GLA Replace, preventing rollbacks

IN-9797

Rewrote Charge Catalog Amount Updates.

Added Specified Date for Charge Amount Update.

Corrected error messages for Charge Catalog Bulk Stop Charges.

IN-9271

IN-9108

IN-10089

Resolves issue where the Location range builder throws a fatal error when using alphanumeric ranges.

IN-9705

CustomerCenter

CustomerCenter Cart Requests now start with the action item list expanded by default.

Users Group 2023

Optimized CustomerCenter to use fewer resources when requesting Equipment.

IN-9484

IN-9939

CustomerCenter Custom Menus no longer partially updates changes when large amounts of permissions are present.

CustomerCenter will no longer show invalid Service Catalog items on the shopping page unless the "CC_CATALOG_SHOW_INVALID_ITEMS" configuration value is set.

IN-9669

Number UDFs on Packages in the CustomerCenter Cart now validate ranges before submission.

IN-10117

General

Updated Wiki links to use Configuration Option.

Applied Form Read-only Permissions to non-standard Dialog buttons. Support was added for individually disabling Form Dialog buttons.

IN-10063

Fixed an issue preventing Child Records form saving with JITC mode enabled.

Resolves issue where email does not send in JITC mode.

Creates a new AUTH_GROUP_SEPARATOR so it can be used separately from the AUTH_ATTR_SEPARATOR. Sets the default value of AUTH_ATTR_SEPARATOR to a semicolon.

Perspective Scheduled Reports now show data for Call Details, Bill Details, and the Charges grid reports (anything with a source table selector).

IN-9162

IN-10022

Fixed Import Conditional Logic, creating unnecessary notices when not being used.

IN-9590

Imports & Exports

Export File Formats with SQL source data can now generate files without an extension. Current extension-less formats will be populated with the system defaults upon upgrading.

IN-10124

The Equipment Import no longer requires the Location field for updates, even when the catalog requires it. This is only if a Location already exists on the Equipment.

IN-9806

The Non-Service Charge Imports are now updated using the Form's Bill Date field.

IN-10101

IN-10417

Resolved an issue where Imports can fatally error when no records are updated.

The Equipment Charges Import no longer throws errors when using an Equipment RECID to match an Equipment Record.

IN-9289

The Contacts Import now correctly updates the Department even when that is the only field changing.

IN-10262

Inventory

Total at Re-Order Point by Warehouse Widget Changes

• Corrects the queries used for the Total at Re-Order Pnt by Warehouse and Item Urgent Re-Order by warehouse widgets

• Removes Critical and Warning columns from the grid as they do not apply to the data in the grid. The values apply only to the widget graph

• Adds a Reorder Count column that shows (onhand+onOrder-pending) for the warehouse and any children

• Adds minimum reorder amount column that calculates the amount needed for each location to appease the warehouse threshold

• Adds a location Column that displays the location of each inventory item

• Fixes the Asset and Consumable columns so that they show on the grid

• Fixes the warehouse name so it shows on the widget properly

• Adds a button to both grids that opens the warehouse

IN-6746

IN-9045

UDCs now work on grids opened from Equipment Pickers.

IN-10079

People

Fixed a visual bug on the Contacts Bulk Update form.

Service Desk

Added Assigned Workgroup and Competed Workgroup to the Service Desk Grids. Changed the  Workflow fields to "Assigned Worker" and "Completed Worker"

User Group 2023

Requests

Estimates

Service Orders

Work Orders

Incidents

Projects

Problems

Quick Ticks

Inventory SD Tab

Custom Widgets

Added Barcode to Service Desk Grids & forms.

Barcode

The Contact Picker on the Log Approval Service Desk Form no longer throws an error.

IN-9645

Resolves issue with missing columns on the ServiceDesk Charges Report Grid.

IN-9924

Adding or Updating Workflow in certain situations no longer throws an oops error.

IN-9371
IN-9480
IN-9483
IN-9453
IN-9568
IN-9602
IN-9610
IN-9703
IN-9706
IN-10203
IN-10084
IN-10067
IN-10255
IN-10258
IN-10284
IN-10322
IN-10129
IN-10134
IN-10222

API

Added expense_type parameter to Service Desk Equipment post requests.

IN-8817

Service Desk API Calls

Fixes issues with Completing Service Desk items via the API.

Service Desk API Calls

Calls & Rating

Added ability to update Call Statuses between Raw, Rated, and Rated Unbillable.

IN-8905

Call Details

CustomerCenter

The CustomerCenter Request Tracking page now allows the Requestor to request an update on an item's status.

Users Group 2022

Request Tracking

CustomerCenter Approvals Phase 2

• Adds a log/history of approvals.

• Adds the ability to Approve or Deny individual line items.

• The Approved GLA and Cost are now included in the "Request Approved" Remark that is added when an Approval is logged.

• Adds support for groups of approvers and priorities to the approval queue.

• Adds Tiered Approvals.

• Each Approval Criteria that is matched requires approval.

Users Group 2019 (approval queues, tiered approvals)

Users Group 2022

IN-9348

CustomerCenter Approvals

Approval Criteria

Service Desk - Activity/Remarks

General

Optimized the temp file cleanup process.

Admin Default Perspectives can now be restricted by User Roles.

Perspectives Grid

Implemented Composer package management to improve the installation and upgrade process. 

Installing PCR-360

Updated the "Get Total Rows" icon with a more meaningful image.

The Grid

Count Report

Adds the ability to edit the page number under any Grid.

IN-7123

IN-3538

IN-4930

Grid Toolbar

Prevent using Multipart Email MIME type when no attachments are included in Emails.

Imports & Exports

Added the ability to export and import the Import Formats.

Import File Formats

Exporting and Importing the Import Formats

Added a Service Order Equipment Import.

Service Desk Equipment Import

Service Desk Charges Import

Inventory

Barcode Transactions can now be sent through the API in batches.

Barcode

Barcode API Calls

Barcode Batches

People

Added the ability to Bulk Update Contacts and Departments.

Users Group 2019

Workers/Contacts

Department Hierarchy

Services

Added Phone and Email Address columns to the Contacts Tab on Services.

IN-8047

Service Contacts Tab

Removed the "Available Service Host" field from Services. This addresses multiple issues related to having two different Service Host values on a Service Record and should alleviate any confusion related to selecting the Service Host on a Service.

IN-6740

IN-9178

IN-9813

Service Desk

Moved logic specific to the 360 Service Desk Wizard from the Location picker class to its own class.

Converting SD Type

Converting Service Requests to Service Orders now displays a new dialog allowing the selection of SDCs to be applied to each Action on the Order.

Fixed the Replaced Equipment Picker on the Service Desk Equipment form so you can now select the Equipment on an Incident and its children as being replaced.

IN-3206

Service Desk Equipment

Fixed the Activity Log displaying the wrong value of returned Equipment when multiple has_unit equipment records are being picked up.

IN-2985

IN-2950

Updated

Updated

Dropped

New

New

Updated

Added a new notification for CustomerCenter Updates

Updated

Dropped

Dropped

New

Updated

No changes

No changes

API

Creating an Inquiry from the API no longer fails when using an SDC that has Default Charges.

Billing

Added Charge Quantity, Rate, and GLA Percent to the Master Charges Grid.

IN-9163

Multiple fixes related to downloading a CSV from the View Bill

• Corrects an error when downloading CSV from View Bill full detail view.

• Corrects a MySQL error when attempting to download CSV from View Bill by Charge Account Full Detail View.

• Corrects an error when downloading CSV from the Service View Bill.

IN-2840

IN-9040

IN-9149

Fixed formatting issues with the Bill Coordinator (HTML) Emails.

IN-9521

Prevents duplicated exports for the Bill Completion event.

Corrected an issue causing Billing Error Calls/Usage to generate duplicate billing when the Billing Error(s) are corrected.

IN-9375

Corrects GLA Billing Estimate when a GLA is assigned to a Service with a separate Usage GLA for Calls

IN-8498

Cable

Added a clarification message on what Ports/Pins/Lens are transferred when using the Transfer All functionality. 
Note: Child Equipment Ports/Pins/Lens are not transferred with the parent PPL.

IN-9249 

Inventory - Ports/Pins/Lens

The Equipment form now correctly sets the Ports/Pins/Lens Tab to Editable on a successful save.

IN-9682

Fixes an issue where Notes copy to a new Path Leg when using Save and Continue on the Service Desk Cabling and Path Legs forms.

IN-8106

IN-9383

CustomerCenter

The SDCs available for Packages are now limited to SDCs that have a Service/Equipment Catalog defined. (Allowing the "Any" option for the Catalog caused problems)

CustomerCenter Request tracking grid can now properly sort by Submitted Date.

IN-9039

General

Adds a Bulk Update History Form to allow users to view the entire Bulk Update History output. (since the grid truncates the output to 4000 characters).

IN-9108

IN-9271

Corrects the error message in PHP 8, on Mysql, generated when the Call Archiving process gets a duplicate error.

Fixed Default Form Perspectives not loading

IN-9608

Resolves an issue where a Contact without a phone number fails the phone number password reset check. (this was preventing password resets for contacts without a phone number)

IN-9506

IN-9535

Corrects an "Oops Error" when trying to create a Crystal Report Batch.  Also corrects an error with PHP 8 when triggering the batch events.

IN-9621

Imports & Exports

Improved the validation failure for bind param mismatches when manually running an Export. 

Fixes an issue in PHP 8 when referencing a bind parameter that isn't used for the Export query. 

IN-8999

An Export File Format now must be saved before adding a Schedule/Event. 

The Service Order Import no longer allows you to modify an existing order if it is not Pending or Hold status.

IN-9407

IN-9417

Fixed a PHP 8 error in the Ports/Pins/Lens Import that caused a crash if the VLAN was not mapped.

IN-8948

Services

Inactive Service Locations no longer show up on the Services Grid.

IN-9175

Services: Fields, Logic & Rules

Service Desk

Adds clickable links for Service Desk item numbers in remarks on the remarks grid and on the view remarks tab of the Activity/Remarks form.

IN-8700

Service Desk Activity/Remarks

New Grid Report Columns

• Adds a "Project" column to the View/Report Actions grid (Service Desk > View / Report > Actions)

• Adds an "Associated SD Item" column to the View/Report Actions grid (Service Desk > View / Report > Workflow).

IN-8432

Service Desk Reports

Adds the Override Expense GLA column to the Equipment tab grid.

IN-8609

Service Desk Equipment

Optimized the queries used when printing a Service Order (thus improving the report generation speed)

IN-8603

Resolved an issue where the Service Picker on Service Desk Up/Down Actions could cause an error.

IN-9272

Cable Paths on Incidents are now updating the Pair/Strand Status.

IN-9292

Eliminated an error on the Service Desk Estimate Labor form when Billable is checked and a Workgroup is selected prior to entering the Hourly Rate.

IN-8958

Fixed the Service Desk Action Save to properly set the appropriate flags for the MOVE component of a CHG_SWAP action (and allow Custom Validation to see Service Desk Info for Swap Actions). 

IN-9135

The Service Desk Equipment Form now has an Update Equipment Action drop-down option (when applicable).

IN-8038

Billing

Added Charge Catalog specific Tax Rates.

IN-8828

Charge Catalogs

Tax Rates

Fixed a bug causing missing billing transactions under Oracle when a charge is encountered that has a zero quantity.

IN-9032

Fixed a typo in the Email Invoice Contacts prompt.

IN-8663

Corrects inability to filter by GLA on the View Bill when contact has no explicitly defined GLA permissions and does not inherit any explicitly defined GLA permissions from the departments to which they are assigned as a coordinator.

IN-9008

Cable

Adding a PPL Range where the Low and High Prefix value contains an 'E' within the string no longer causes an Oops error

Catalogs

Adding Locations no longer has a dependence on Views which could cause errors when certain database tables were missing.

IN-8610

IN-8694

IN-8462

Communications

Added support for Cisco Unified Communications Manager version 14.

IN-8883

IN-8984

CustomerCenter

Added UDFs to General Inquiries in CustomerCenter.

User Defined Fields

Service Desk Tabs

Stand Alone Equipment "Actions" now show up in approval queues after they are submitted.

IN-9195

Fixed an error preventing users from adding pictures to Packages.

IN-8946

Fixed a bug that allowed CustomerCenter Requests that require approval to be submitted directly to PCR-360 Service Desk

IN-9195

General

Perspectives you subscribe to are longer available for sharing.

Only Perspectives that belong to a user may toggle sharing.

The Escalation Sequence Log no longer throws an error on Oracle when the "Result Data" is larger than 4000 bytes.

IN-8920

Relative Date filters no longer stop at noon on the last day.

IN-8982

The View Saved Perspective grids now have a column to distinguish Admin Default Perspectives.

Admin Default Perspectives are now strictly limited to one per grid identifier.

Perspectives no longer allow blank names.

Fixed an error preventing Custom Validations errors from displaying in Custom Validation Messages.

Imports & Exports

The Service Order Import now supports "Swap" Actions.

Service Order Imports

Corrects which error displayed on an Import line if the line had multiple errors. Previously the wrong error message might be displayed.

Fixed an error that prevented the Service Import from updating the Department Owner.

IN-9223

IN-8565

GLA Import Fixes

• Yes and No values are now properly recognized for the Taxable field in the GLA Import

• The Import now requires a non blank Component value for the required GLA Components.

• The Import now allows Revenue and Expense flags to update to True, but error if you try to update to False.

• Improved the logic that will let the GLA Import skip a GLA update if nothing is changing, to prevent unneeded Audit records.

• GLAs now always import as Active if the status is not specified
  
  

• The Expense flag is now properly set to FALSE, when the Import sets it to FALSE

• The Import no longer allows the GLA Format to change

• The Import will no longer allow a GLA to be created with a blank GLA Format

• The Import no longer throws an SQL error when creating a new Address record.

• The Import no longer garbles the GLA string if the first component is blank

• The Import will now throw an error when the provided number of GLA Components does not match the GLA Format.

IN-2877

GLA Import

Fixed a bug in Call Import that would cause the Origination number vhdata lookup to fail if the number was formatted with hyphens.

Call Imports no longer cause an SQL error if the Duration value does not match the field format mask.

IN-8974

The Service Order Import will now throw an error if you try to do a change action on a Service that is not Active, Suspend, or a Custom status.

IN-8565

Fixed bug in the Equipment Catalog Import that would throw an incorrect error about the Provisioned flag.

Knowledgebase

Fixed Anchor Tags on Knowledge Base Articles that were not working properly.

People

Optimized the Contact picker across PCR-360.

The Customer Tab is now visible if the Contact is a User, Customer, or Worker.

The Billable flag on Time Entry is now editable after it is set (so it can be unset if not billed yet).

IN-2860

Inventory

Added Purchase Order Number to the Equipment form.

User Group 2019

Equipment

The Inventory Report no longer triggers an error on Oracle.

IN-5167

IN-5687

The Print button for Purchase/Return Orders no longer throws an error with PHP 8.1.

IN-9014

IN-8864

Fixed a PHP 8.1 bug that prevented creating API Barcode Warehouse Bulk Add transactions.

Notifications

Notifications no longer fail to send when any of the contacts on the notification do not have an email address.

IN-9087

Services

The Range of Services form no longer fails if the Pools table is empty.

IN-8939

Creating a Contact from a Service form will no longer error when the phone number matches the Service ID.

IN-8608

Service Desk

Added the Charges and GLA Tab to Service Desk Estimates.

IN-8683

Completed "Remove" Equipment Actions on Service Desk can no longer be "Voided".

IN-7905

Fixed a PHP 8.1 related error on the Workflow tab.

IN-9024

Equipment restrictions are now properly enforced on Work Orders.

IN-5137

Opening Work Orders from the Calendar View no longer throws an error

IN-8953

Directory flags on Contact Phone Numbers will no longer get unset when completing a Service Order Action with a Service which has the directory flag unset.

IN-8678

Service Desk Actions no longer save Audit records with invalid Created Date values.

IN-8989

The Historical Path button now correctly displays the cable path for Remove Actions.

Voiding an Order or Action now properly triggers the Workflow Void event.

IN-2957

Completed Service Desk Equipment can no longer be Voided.

IN-7905

API

Added a new API Endpoint for Service Desk Charges.

Service Desk API Calls

Service Desk Action API Calls

Added the ability to create Inquires via the API.

Service Desk Inquiries

Added a tab for the authentication tokens to the API Permission form.

API Permissions

Billing

Added the Incoming and Outgoing trunk columns to the Call Detail and Call Detail Error grids. 

Call Details

Changes to the Call Details Rerate Calls Button

• Renamed the "Rerate Calls" button on the Call Details Error grid to "Reprocess Rating Errors"

• The dialog that is opened when clicking the button now allows the user to cancel

• The dialog warns users that it is an intensive task

• Need to add a section in wiki to distinguish this button from the one on the Call Details grid

• Manually Reprocessing Rating Errors sends an application message to the user when the process is finished

IN-7743

Call Details

Catalogs

Added Attachments to the GLA form.

User Group 2019

GLA Attachments Tab

GLA Tabs

CustomerCenter

Added split funding in CustomerCenter (i.e., the ability to split charges across multiple GLAs).

 IN-4479

The Cart

CustomerCenter Parameters (Configuration Options)

The Location Required flag on the Service Catalog is now enforced by the CustomerCenter cart. 

IN-5914

General

Added Email to the Users grid (under Admin).

Users

Contact UDFs can now be displayed, as User Defined Columns (UDCs), on the following grids:

• Services

• Equipment

• GLAs

• Locations

• Vendors

IN-8049

User Defined Fields

Adding UDCs to a Grid

Added Authentication Log Retention. 

Tenant Management

Added the ability to search the contents of the Service Reference field to the 360 search. 

360 View

Imports & Exports

 Port/Pin/Len Import Changes

• Added the Port Alias field to the Import

• The Import now lets you rename a port

• The Equipment Recid, Asset Tag, Serial Number, and MAC Address are now mappable fields for the Import

• The Import will now error when attempting to add a port to non-cabling Equipment

IN-5640

Ports/Pins/Lens Import

Added Equipment Catalog Import now supports adding or updating Vendors.

IN-6052

Equipment Catalog Import

The Charge Catalog Import now supports Selective Billing.

Charge Catalog Import

Inventory

Added printable and scannable barcodes to multiple forms. 

The Barcode tab and barcode report are available on the following forms and grids:

• EQP Catalog

• Warehouse

• Warehouse Actions (grid only no Form)

• Equipment

• Purchase Order

• API Keys

Note: This feature requires a license for the Barcode Module.

Barcode

Added Equipment Availability and Asset columns to the Warehouse Actions grid.

Warehouse Actions

Returned Equipment now allows Port/Pin/Lens, Attachments, and Remarks to be added.

IN-3613

Inventory

Added Part Number, Modified By, and Modified Date to the Inventory Equipment grid.

IN-6749

Inventory

Internal IP ranges can now be configured to allow duplicate addresses.

IN-3876

Users Group

IP Address Management

Equipment Parameters (Configuration options)

People

Added a Remarks tab to Vendors.

Vendor Tabs

Vendor Remarks Tab

Services

Added the following buttons to the All Services grid

• Estimate Billing

• Edit

• Delete

• Print

• Add Range of Services

Reporting on Services

Service Desk

Added the ability to save a Perspective on the Manage Service Desk Association form. 

IN-7947

Projects

Added an Assign to Me button on the Service Desk Workflow grid. The button assigns the logged-in user as the worker of the workflow.

Service Desk - Workflow

Contacts from an Estimate are now carried over to the Order or Action when completed.

IN-3403

Service Desk Estimates

Reformated the Activity/Remarks on Service Desk Printouts, so the Activity/Remark is on its own line and utilizes the entire width of the report. 

Users Group 2019

Service Desk Activity/Remarks

The Activity/Remarks section of the Service Desk Printouts now adjusts the heading based on what's selected. (i.e., Activity, Remarks, or Activity/Remarks)

Service Desk Activity/Remarks

Switch Interfaces

Removed Service Host Partition from the multi-Location form and Service Desk Actions.

IN-7831

Service Locations Tab

EVENTS

Updated

GLA_ATTACHMENTS

New

IP_ADDRESS

Updated

TENANTS

Updated

VENDORS_REMARKS

New

No changes

No changes

General

Optimized Location and Warehouse Pickers to be faster.

IN-8279

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

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

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

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.

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

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.

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

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}

No changes

No Changes

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

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.

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.

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.

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

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