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:
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
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.
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.
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:
CM2-7693
CM43#3230
Tools:
(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:
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:
CM2-7737
CM43#2820
Setup:
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:
CM2-5345
CM43#3690
CTI API:
A new API “CTAddUser” has been added in the ctimap file to add users.
CM2-6329
HM43#370
Circulation API:
CM2-7457
HM43#390
Circulation API:
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:
CM2-7966
HM43#450, CM43#3180 ,CMO43#490
Circulation API:
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:
CM2-8251,CM2-9096
HM43#490,HM43#610
Circulation API:
CM2-7866
HM43#440
Circulation API:
CM2-8868
HM43#570
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?
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
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:
The new changes are available in Subscribe Extract’s export version 5. Please contact Naviga Support for this change to be implemented.
CM2-8179
CM43#3580
Extracts:
A set of new fields have been added to the payment.txt file of Subscribe Extracts.
Masked Credit Card number
Credit Card expiry date
Masked Bank number
Credit Card holder name
Credit card type
Payment Source
Note:
The new changes are available in Subscribe Extract’s export version 5. Please contact Naviga Support for this change to be implemented.
CM2-8172
CM43#3560
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.
‘Both’ - returns a combination of the two subscriptions mentioned above.
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.
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.
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
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.
Subscriber Status (Active, Temp Stopped, Perm Stopped) has been added in the Edit Reports for Subscription Edit error 131.
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.
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.
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.
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’.
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.
The maximum permitted value is 99, while the minimum is 1.
The CreateSubscription CircAPI now has a new output parameter, RestartDate, which will show the date when the subscription has been restarted in the response.
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.
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.
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.”
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.
What is the default reason code for change in credit card details?
