2020.4.0 - Enhancements | Naviga Subscribe

Description

JIRA#

HotFix#

Subscribe Version

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?

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:

‘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.

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.

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.

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.

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.

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:

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

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

Description

JIRA#

HotFix#

Subscribe Version

Trial subscription records will only be picked in AutoPay batch based on the new AutoRenew Term setup for Trial Subscription as mentioned above in CM2-5345.

CM2-7526

CM43#3210

The next billing amount shown on the Auto-Renew CC start & Auto-Renew CC expire extract will now be calculated from the Auto renew process.

CM2-7792

CM43#3300

When a Trial Subscription Start transaction is processed, an Adjustment Only Payment for the same Trial Length and Term is created using the Adjustment Code specified in the Trial Subscription Business Rule—Which Adjustment Code should be used for Print/Digital Trial Payments?

CM2-7616

CM43#2970,CM43#2940, CM43#2890

If any Subscriber (Perm Stop/Expire Stop) has a GraceOwed amount, it will not be adjusted in the Trial Adjustment Only Payment but will be included in the next payment cycle following the Trial End Date.

CM2-7617

CM43#3060

Creating a Temp Stop, Complaint, MoveIn-MoveOut, or Billing Change transaction within the Trial Period now extends the Trial End Date.

CM2-7859

CM43#3070

To avoid the conversion of a normal subscription into Trial, the Trial button will be disabled for restarts coming directly by posting a payment from lockbox processing or CreatePayment API.

CM2-7865

CM43#3080

During the Trial Period, Subscriptions are not permitted to add donations when making a Temp Stop.

CM2-7920

CM43#3310

The fake payment created in NCS Circ Trials now matches the amount specified in the plan’s Rate Term and does not contain any additional amounts (i.e., premium day amounts and taxes).

CM2-7995

CM43#3240

MicroAPIs in support of Naviga Subscribe Integration:

A new MicroAPI, “GetSubscriptionInfo”.

CM2-7152, CM2-7955

CM43#2450, CM43#3740, CM43#3590, HM43#480, CM43#3160

A new MicroAPI, “DeleteSubscription”.

CM2-8187

CM43#3480

Description

JIRA#

HotFix#

Subscribe Version

CTI API:

A new API “CTAddUser” has been added in the ctimap file to add users.

CM2-6329

HM43#370

Circulation API:

The FindSubscription CircAPI end point has been updated to give information about whether a Subscription is now on Trial. The response now has a Parent Tag, “Trial,” that provides relevant details such as ‘InTrial’ (Yes/No), ‘Start Date,’ ‘End Date,’ ‘Rate Code,’ ‘Rate Term,’ and ‘Rate Length’.

CM2-7457

HM43#390

Circulation API:

Create Subscription CircAPI has been modified with the below three new fields Trial’, ‘Trial Term’, and ‘Trial Length’ to support the creation of Trial subscription.

CM2-7317

CM43#2720,HM43#400, CMO43#480

Circulation API:

The Circ API CreateDayPassByCampaign has been updated with the following changes.

If the ‘Subsource Type’ or ‘Subsource Required’ is set to True and no Subsource is passed in Campaign Setup, the username in the Campaign Circ API will be used as the Subsource, and a Subsource entry will be created in setup.
If a value is provided in the Subsource field in Campaign Setup, it will be reflected in Daypass Subsource.
If the ‘Subsource Type’ and ‘Subsource Required’ fields are left blank, the Daypass generates a blank value in the Subsource field.

CM2-6575

HM43#360,CM43#2210

Circulation API:

The CreateSubscription CircAPI now includes a new parameter “Copies,” which allows users to request one or more than one copy for all the days of the subscription. Also, the CircAPI GetSubscription now includes this new parameter, “Copies,” which displays the number of copies for the days of the week for which the subscriber has delivery. Note:

The maximum permitted value is 99, while the minimum is 1.

CM2-7966

HM43#450, CM43#3180 ,CMO43#490

Circulation API:

The CreateSubscription CircAPI now has a new output parameter, RestartDate, which will show the date when the subscription has been restarted in the response.

CM2-8750

HM43#540

Circulation API:

Taxation on the Activation and Printed Bill Fees will be applied in NCS Circ for payments created through the CS API and Circ API, and the payment amount will now be computed by including the Fees Tax Amount.

CM2-7791

Circulation API:

The FindTax API now includes a new “Rate Code” field, which allows fees to be calculated using the Rate Code and ProductID entered in the API if the SubscriptionID is not provided.

CM2-8251,CM2-9096

HM43#490,HM43#610

Circulation API:

The CircAPI ‘GetDeliveryAddress’ now includes a new parameter, MoveOutDate, in the response, allowing the API to return information on when the subscriber is moving out of the old address and into the new address.

CM2-7866

HM43#440

Circulation API:

Two new fields have been added to the FindSubscription API: “IsFuturePermStop” and “FuturePermStopDate.” If a subscription contains an unprocessed future Perm Stop transaction, the FindSubscription API will return the logical answer for “IsFuturePermStop” as “yes” and the transaction date for “FuturePermStopDate”. If no Perm Stop or Processed Perm Stop exists, the logical field “IsFuturePermStop” will return “no.”

CM2-8868

HM43#570

Description

JIRA#

HotFix#

Subscribe Version

A new business rule— Should Auto Payments/ Auto Notice be generated for Subscriptions with unprocessed Perm Stop on expire? has been added in Subscriber Payments Section with the default value set to Yes. When set to No, raising invoices, or generating Auto-Renew Payments will be suppressed if the subscriber’s Expire date has a future Unprocessed Perm Stop.

CM2-8037

CM43#3650

Naviga Pay:

A billing change transaction is now created for AutoPay users, resulting in records being updated with new credit card details returned by Payway’s Account Updater through NavigaPay when the error status code = 2 and a change in CC number or expiry date is encountered during a sale transaction. Note: The Billing Change Reason Code have been hardcoded as ‘Payment’.

CM2-7069

CM43#2330

Naviga Pay:

A billing change transaction is now created for AutoPay users to remove them from AutoPay when Payway returns a status code of 5 through NavigaPay during a sale transaction.

CM2-7070

CM43#2330

Naviga Pay:

When using NavigaPay, payments will no longer be processed if the database and server host names do not match.

CM2-7091

CM43#2480

Naviga Pay:

Two new Business Rules have been introduced in the Customer Service section to replace the earlier hardcoded reason codes for creating a billing change in the case of “Credit card details changed or discontinuing from Auto Pay in case of expired card”. Also the status remarks have been updated to “Card Details Changed - Card Number and Expiry Date Updated”.

What is the default reason code for discontinued Autopay when Credit card account is updated?
What is the default reason code for change in credit card details?

CM2-8927

CM43#3890

Naviga Pay:

Previously, after enabling NavigaPay for ACH, subscriptions that contained Bank Draft information had payment processing issues since the existing records lacked a VaultID. To address this, a new utility has been created that will link VaultID and CustomerID with AccountNumber and BankNumber, which are associated with Subscriptions as AutoRenewal information.

CM2-8869

CM43#4060

Naviga Pay:

Under the Billing tab of Route Service > Setup > Account Services, two new buttons for ‘Modify’ and ‘Delete’ have been introduced, allowing the CSR to modify or delete the existing Bank Draft details of a Billing Account.

Additionally, if the BR - ‘Will Naviga Pay be used as the payment gateway?’ is set to ‘Yes,’ the Bank draft fields will be greyed out when creating a new Account Setup.

CM2-7529, CM2-7530

CM43#2700

Naviga Pay:

A new menu option has been added in Graphical Accounting > Subscription Payments – ACH Status Update. This option retrieves the status of Bank Draft payments and updates it accordingly. A Payment Decline record is created when a payment fails.

CM2-7613, CM2-7614

CM43#2790,CM43#2800

Description

JIRA#

HotFix#

Subscribe Version

Fees Tax information for Activation and Printed Bill Fees has been added to the Fee Analysis Report under Reporting > Subscriber > Fees Analysis.

CM2-8116

CM43#3600

Extracts

A set of new fields have been added to the multiple NCS Extracts files:

Name and Zip Code of Subscription Credit Card Holder
Service Copies that were missing in the Route Draw
Account file - Credit Card Expire date, Zip Code, and Holder name.
TranNumber in the TranHistory Extract.

Note:

The new changes are available in Subscribe Extract’s export version 5. Please contact Naviga Support for this change to be implemented.

CM2-7218

CM43#2440,CM43#3730

Extracts:

A set of new fields have been added to the sub_master.txt file of Subscribe Extracts.

Credit Status
Trial Term
Trial Length
Trial Start Date
Trial End Date

Note:

The new changes are available in Subscribe Extract’s export version 5. Please contact Naviga Support for this change to be implemented.

CM2-7581, CM2-7759

CM43#2910,CM43#2900

Extracts:

In the auto_renew.txt file of Subscribe Extracts, a new field, “Creditcard_holder_name”, has been introduced between creditcard_type and payment_source fields.

Note: