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.Release Notes v2021.2

Owned by David Engblom
Last updated: Jul 25, 2022


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

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

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

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

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-7417Forum 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

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

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

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

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

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-6629Service 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

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-6128Printing 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 NameChangeTable 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 NameChangeTable Changes
No changes


Archive Schema


Table NameChangeTable Changes
No Changes


Supported Versions

Help Desk Portal - Email: help@pcr.com - Phone: 616.259.9242