Customer Service:
The following four new Business Rules have been introduced in Customer Service:
- Which Adjustment Code should be used for Print Trial Subscriptions?
- Which Adjustment Code should be used for Digital Trial Subscriptions?
- What is the reason code for Trial Subscriptions?
- What should be the maximum number of days for Trial Subscriptions?
Customer Service:
An alert will pop-up on the customer service screen if a CSR view a subscriber account information who is on Trial subscription. The alerts can be configured under Setup > Distribution > Notification.
Accounting:
The Subscriber Renewal Notice Export, in Accounting > Subscriber > Renewal Notices, now includes the Publication Code in addition to the Publication Name, providing a static data point in the file to clearly identify the publication for which the renewal is produced.
Accounting:
A new dropdown for ‘Notice Type’ has been added to the Auto Renew Notice Export screen in Accounting > Subscriber > Auto Notice Export.
The dropdown has three options:
- ‘Trial End’ - returns a list of Auto-Renew Subscriptions that have a Trial active on them,
- ‘Auto-Renew’ - returns regular Auto-Renew Subscriptions, and
- ‘Both’ - returns a combination of the two subscriptions mentioned above.
Accounting:
A fix program has been created to get the Security ID menu included in proto data in Graphical Setup > Accounting > Subscription Rates > Fee Code.
Accounting:
The logic that determines the payment amount to include Fee Tax in the total payment amount has been updated.
- When a payment is cancelled, the system now creates a ‘PymtCancel’ transaction with all the amounts (Payment, Tax, Fee, Premium, etc.) precisely identical to the amounts of the original payment but with a negative sign to nullify the payment.
- Also, convert records for Fee Tax will be created with both equal and negative amounts.
Accounting:
A set of new parameters have been added to the FindTax API, allowing the API to return additional details on the ‘fee amount’ and ‘tax on the fee amount’ when executed.
- Print bill Fee Amount
- Activation Fee Amount
- Total Fee Amount - Sum of Print bill Fee Amount and Activation Fee Amount
- Taxable Fee Amount
- Total Fee Tax
- CityFeeTax
- CountyFeeTax
- StateFeeTax
- CountryFeeTax
- TotalFeewithTax - Sum of Total Fee Amount and Total Fee Tax
- GrandTotal - Sum of TotalFeewithTax and TotalAmountwithTax
Note:
- These new fields are only displayed in the response if the SubscriptionID is provided as an input parameter.
Accounting:
A new field, ‘Fees Owed Tax’, has been added to the Grace Owed Report, in Accounting > Subscriber > Grace Owed Export.
When running a Grace Owed Report for any subscription with fees, the export file will now include a field for Fees Tax. In addition, Grace Owed Export would include the Fees Tax information in the remark.
Accounting:
In the Carrier Billing Account Direct Deposit Report, under the Original Amount and Adjusted Amount columns, Pending Total and Approved Total have been added.
The Pending Total would include all failed transactions, while the Approved Total would include all successful transactions, and the Carrier Total would be the total of the Pending Total and the Approved Total.
Tools:
The Import error “IMPORT data field wider than 65534 characters. (4138)” on running the Batch Hygiene in Utilities > Subscription/Address has been resolved.
Tools:
In NCS Circ, Activation and Printed Bill Fees are now taxed, and the payment amount will include the Fees Tax amount.Activation Bill Fees
Printed Bill Fees
Tools:
Select the required Distribution Information from the Advance Distribution Information table and click on Copy Distribution Info Range button. A pop-up window will be displayed to add, update, or delete records depending on the date range passed for selected weekdays in the specified range.
Conversions:
Conversion Edits - The logic for validating the Credit Card Expire date has been changed from hardcoded values to ‘Current Year to Current Year + 5’.
Conversion Edit Reports:
Subscriber Status (Active, Temp Stopped, Perm Stopped) has been added in the Edit Reports for Subscription Edit error 131.
Setup:
On running the Decrypt/Encrypt Private Info, the “payment source” and “PayPal email id” fields are now added in the SubscriptionPayment Table. However, the Carrier table now includes the “BankDraft” Vault ID
Setup:
In Setup > Accounting > Subscription Rates > Fee Code, a new checkbox “Is Taxable?” has been added to apply tax on the Activation and Printed Bill Fees. Hence the payment amount will be calculated including the Fees Tax Amount.
Setup:
To import or export the Sub Source, a new dropdown value “Sub Source” has been added under Table/Group name of Mass Import/Export Utility.
Setup:
The following changes have been made to the Mass Import Export utility to update the End Date of existing records:
- When the StartDate of a DB record matches the StartDate of an imported record, the EndDate of the DB record will be set to the EndDate of the imported record.
- When the Start Date of a DB record is less than the imported record StartDate, the DB record EndDate is updated to the imported record StartDate – 1, and a new record with imported values is created.
Setup:
The following is a list of Tables/Groups where changes have been implemented:
- ABCZonePublication
- Area
- ChargeCode
- CreditStatusPublication
- DeliverySchedule
- DistribZone
- District
- ReasonInfo
- Region
- SubSource
- TaxAuthority
- TaxAuthorityPublication
- TownOf25
Setup:
In the AutoRenewTerm table, the grace days and renew days will now include a field for Trial Subscriptions and the Delivery Method (Route, Mail, Online). Also, a new field for Trial Subscriptions has been added to the notice days. See the FAQ document for further details.