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)
Transaction Security has been added to the Trial button on the Customer Service screen so that it may be regulated at the user level whether or not to utilize this feature. The value is set to “Not Activated” by default.
If the Security field in Transaction Security is left blank, the feature will work, and the user will be able to create the Trial Subscription.
If the Security field is set to ‘Not Activated’, the feature will not function and will be greyed out on the Customer Service screen.
Transaction Security can be configured under:
Setup > System > Security > Transaction Security
(CM2-7761, CM43#2850) (CM2-8925, CM43#3840)(CM43#2850)
Under the Transactions tab of Customer Service, a new button, “Trial”, has been introduced. On clicking the Trial button, a pop-up appears with input fields:
“In Trial?” checkbox,
“Trial Length” (text box to fill in the length of the trial)
“Trial Term” (dropdown with values: Day, Week, etc.).
Note:
If the In Trial, Trial Length, and Trial Term fields are populated in the CircAPI, CreateSubscription, the trial details in the Customer Service screen will be updated accordingly.
This feature can be used to add, remove, or modify a subscriber’s Trial Subscription.
(CM2-7454, CM43#2780) (CM43#3320)
An alert will pop-up on the customer service screen if a CSR view a subscriber account information who is on Trial subscription.
Note: The alerts can be configured under Setup > Distribution > Notification. (CM2-7527, CM43#3200)
A new Business Rule— “Which GMA/SAM version should be used?” has been added under Route Services.
When value is set to “Export with Bundle Info”: Five new fields (Zip, Publication, Bundle Size, Key Bundle, and Company) will be added in the GMA/SAM export.
When value is set to “Export without Bundle Info”: GMA/SAM export will execute as it was in previous version.
Additionally, Content Code char lengths have been increased from 8 to 30 chars, Ad Zone char lengths have been increased from 10 to 30 chars, and Drop Name char lengths have been increased from 10 to 30 chars. (CM2-5347, CM43#3500)
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)
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)
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)
The Auto Renew Notice Export screen, in Accounting > Subscriber > Auto Notice Export, has been modified with the addition of a new Export option. When selected, the File Format (File Map options) and File Name (name of the exported file) will be available. The File Map logic for Auto Notice Export has been revised in accordance with the nomenclature specified in the User Manual. In addition, all the information about trials has been added to the File Map.
(CM2-7904, CM43#3140)
The Subscriber Payment Journal report, in Accounting > Subscriber Payments > Payment Journal, has been modified to show tax on fees (Activation & Printed Bill) for each account level, as well as a total tax on fees amount at the end of the report.
(CM2-7788, CM43#3170) (CM43#3750)
When running an AP Interface report or Subscriber Refund Batch using PeopleSoft4 format, an additional field ‘Occupant Email ID’ will now be included in the 001 SSC row of the Vendor Export file. (CM2-7912, CM43#3190)
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)
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.
(CM2-7789, HM43#430) (HM43#510)
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)
A set of new fields have been added to the Renewal Notices Export, Detailed Export 2.
ActivationFeeTax
The tax applicable for the Activation Fee
PrintedBillFeeTax
The tax applicable for the Printed Bill Fee
PrintedBillCityFeeTax
The tax imposed by the City for the Activation Fee
PrintedBillCountyFeeTax
The tax imposed by the County for the Activation Fee
PrintedBillStateFeeTax
The tax imposed by the County for the Activation Fee
PrintedBillCountryFeeTax
The tax imposed by the County for the Activation Fee
The Renewal Notices Export’s FileMap now includes the following 10 new fields.
ActivationFeeTax
The tax applicable for the Activation Fee
ActivationCityFeeTax
The tax imposed by the City for the Activation Fee
ActivationCountyFeeTax
The tax imposed by the County for the Activation Fee
ActivationStateFeeTax
The tax imposed by the State for the Activation Fee
ActivationCountryFeeTax
The tax imposed by the Country for the Activation Fee
PrintedBillFeeTax
The tax applicable for the Printed Bill Fee
PrintedBillCityFeeTax
The tax imposed by the City for the Printed Bill Fee
PrintedBillCountyFeeTax
The tax imposed by the County for the Printed Bill Fee
PrintedBillStateFeeTax
The tax imposed by the State for the Printed Bill Fee
PrintedBillCountryFeeTax
The tax imposed by the Country for the Printed Bill Fee
For generating Renewal Notices Export in Detailed Export 2, set the value of BR— What format should be used for subscriber billing notices? to ‘Detailed Export 2’. For generating FileMap export, set the value to ‘File Map’.
In addition, taxation has been applied to the Activation and Printed Bill Fees, and the total payment amount will now include the Fees Tax Amount. (CM2-8114, CM43#3620)
A set of new fields have been added to the Auto Notice Export, Detailed Export 2, and its File Map.
TotalFeeTax
ActivationFeeTax
CityFeeTax
CountyFeeTax
StateFeeTax
CountryFeeTax
and five fields in its FileMap
TotalFeeTax
CityFeeTax
CountyFeeTax
StateFeeTax
CountryFeeTax
Additionally, the City/County/State/Country Tax will now include the Fee Tax in the Auto Notice Transaction, and the Total Amount will include both the Fee and the Fee Tax Amount. (CM2-8113, CM43#3570)
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)
The Publication Code field has been removed from the Detailed 1 and Detailed 2 Export formats of Renewal Notices, in Accounting > Subscriber > Renewal Notices. (CM2-9038, CM43#4010)
Changes made to the internal Database Migration tools have been committed to SVN. (CM2-7674, CM43#2730 CM43#3220)
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)
In NCS Circ, Activation and Printed Bill Fees are now taxed, and the payment amount will include the Fees Tax amount.
(CM2-7693, CM43#3230)
A program has been developed to update new Satori Product Keys for Architect, Presort, and Label Studio for all of our clients and our own databases, which expired on July 31, 2022. (CM2-8806, CM43#3770)
Under ‘Publishing > Publishing > Distribution > Bundle Info’ and ‘Publishing > Advance Processing > Enter Bundle Info’, a new button, “Copy Distribution Info Range,” has been introduced. 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)
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)
The products of each subscriber are now displayed in the Conversion Edit Reports for Subscription Edit errors 251 and 252.
(CM2-7837, CM43#3040)
The Copy Routes Utility, in Graphical Setup > Utilities > Copy Routes, is modified by adding a checkbox ‘Copy Recurring Charges/Credits,’ which when selected, copies the recurring charges from the existing record.
(CM2-6604, CM43#2530)
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)
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)
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)
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.
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)
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)
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)
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)
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)
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)
A new MicroAPI, “GetSubscriptionInfo”. (CM2-7152, CM43#2450) (CM43#3740) (CM43#3590, HM43#480) (CM2-7955, CM43#3160)
A new MicroAPI, “DeleteSubscription”. (CM2-8187, CM43#3480)
A new API “CTAddUser” has been added in the ctimap file to add users. (CM2-6329, HM43#370)
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)
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)
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)
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)
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)
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)
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, HM43#490) (CM2-9096, HM43#610)
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)
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)
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)
All business rules related to payment processing have been deleted before the client’s data dump was uploaded to internal databases. (CM2-7435, CM43#2750)
Changes have been made to clean up the debug files from the secure exchange directory whenever debug is turned off and to keep the files only when debug is turned on. (CM2-8070, CM43#3400)
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)
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)
When using NavigaPay, payments will no longer be processed if the database and server host names do not match.
(CM2-7091, CM43#2480)
The special characters # and & in the address and occupant fields are now populating correct data in the NavigaPay I-frame window.
(CM2-8040, CM43#3380, CMO43#500)
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)
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)
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, CM43#2700) (CM2-7530)
A new menu option has been added in Graphical Accounting > Subscriber 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, CM43#2790) (CM2-7614) (CM43#2800)
Bank draft verification through the NavigaPay API on the Bank Prenote transaction has been introduced with the following enhancements, allowing for run-time verification of bank details.
When the BR—Will Naviga Pay be used as the payment gateway? is set to NO (i.e., normal payment vendor), a prenote transaction is created with a notify file that is submitted to the bank.
Prenote transactions will not be created if the BR is set to NavigaPay.
If the API result is declined, a billing change transaction is created to remove the subscriber from Auto-Pay.
Payment can be done successfully when the status is Authorized.
(CM2-7782, CM43#3010)
The Direct Deposit and Account Service Bank Draft profile creation processes have now been automated by integration with NavigaPay and use of the Payway ACH Credit facility.
(CM2-7668, CM43#3630) (CM43#3130)
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)
The File Map export files (Refund Journal Report, Payment Journal Report, Age Summary export, Age Detail export) have been formatted to resolve the issue of displaying the thousands separator (,) in data elements such as Count or Term. (CM2-8262, CM43#3680)
Taxation on the Activation and Printed Bill Fees will be applied in NCS Circ for payments created through the Subscriber Activity Import, and the payment amount will now be computed by including the Fees Tax Amount. (CM2-7790)
In Vindicia, taxes on fees have been implemented.
When a PymtDecline transaction is generated, a Fees Tax Convert record is created with an equal and negative amount.
A Fees Tax Convert record with a positive balance is created when a declined payment is successfully captured.
(CM2-7954, CM43#3250)
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)
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, CM43#2910) (CM2-7759, CM43#2900)
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)
In the route_draw.txt file of Subscribe Extracts, a new field, “Draw_Type”, has been added. Note: The new changes are available in Subscribe Extract’s export version 5. Please contact Naviga Support for this change to be implemented. (CM2-8245, CM43#3610)
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)
