2020.4.0 - Enhancements

Description
JIRA#
HotFix#
Subscribe Version

Customer Service:

The following four new Business Rules have been introduced in Customer Service:

  1. Which Adjustment Code should be used for Print Trial Subscriptions?

  2. Which Adjustment Code should be used for Digital Trial Subscriptions?

  3. What is the reason code for Trial Subscriptions?

  4. What should be the maximum number of days for Trial Subscriptions?

CM2-7318

CM43#2880

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.

CM2-7527

CM43#3200

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.

CM2-5351

CM43#2500

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:

  1. ‘Trial End’ - returns a list of Auto-Renew Subscriptions that have a Trial active on them,

  2. ‘Auto-Renew’ - returns regular Auto-Renew Subscriptions, and

  3. ‘Both’ - returns a combination of the two subscriptions mentioned above.

CM2-7528

CM43#2830

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.

CM2-7299

CM43#2460

Accounting:

The logic that determines the payment amount to include Fee Tax in the total payment amount has been updated.

  1. 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.

  2. Also, convert records for Fee Tax will be created with both equal and negative amounts.

CM2-7953

CM43#3250

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.

  1. Print bill Fee Amount

  2. Activation Fee Amount

  3. Total Fee Amount - Sum of Print bill Fee Amount and Activation Fee Amount

  4. Taxable Fee Amount

  5. Total Fee Tax

  6. CityFeeTax

  7. CountyFeeTax

  8. StateFeeTax

  9. CountryFeeTax

  10. TotalFeewithTax - Sum of Total Fee Amount and Total Fee Tax

  11. 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.

iCM2-7789

HM43#430, HM43#510

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.

CM2-8115

CM43#3420

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.

CM2-8754

CM43#3720

Tools:

The Import error “IMPORT data field wider than 65534 characters. (4138)” on running the Batch Hygiene in Utilities > Subscription/Address has been resolved.

CM2-1268

CM43#2680

Tools:

In NCS Circ, Activation and Printed Bill Fees are now taxed, and the payment amount will include the Fees Tax amount.Activation Bill FeesPrinted Bill Fees

CM2-7693

CM43#3230

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.

(CM2-5348

CM43#3280)

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’.

CM2-6552

CM43#2230

Conversion Edit Reports:

Subscriber Status (Active, Temp Stopped, Perm Stopped) has been added in the Edit Reports for Subscription Edit error 131.

CM2-7235

CM43#2370

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

CM2-7707

CM43#3150, CM43#3120

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.

CM2-7737

CM43#2820

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.

CM2-7867

CM43#3050

Setup:

The following changes have been made to the Mass Import Export utility to update the End Date of existing records:

  1. 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.

  2. 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:

  1. ABCZonePublication

  2. Area

  3. ChargeCode

  4. CreditStatusPublication

  5. DeliverySchedule

  6. DistribZone

  7. District

  8. ReasonInfo

  9. Region

  10. SubSource

  11. TaxAuthority

  12. TaxAuthorityPublication

  13. TownOf25

CM2-7902

CM43#3330

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.

CM2-5345

CM43#3690

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