5.5.4.2

Issue key

Summary

Description

Issue Type

Components

V5-2400

Monthly Recurring Revenue

Ability to calculate MRR (Monthly Recurring Revenue) for subscribers and their services

• Metrics

• Dashboard elements

• Reports

New Feature

ANALYTICS

V5-4126

Verify contacts in a front-end using their Statutory ID

Provide the ability to verify a contact through OTP using their Statutory ID. 

Improvement

CONTACTS

V5-4095

Changes in contact payment methods not saved

Updating an Account Debit payment method through the UI does not store the changes. Remove the method's 'reference number' and save. PUT Web API is correct but when the payment method is loaded again, the reference number is still there.

Bug

CONTACTS

V5-4086

Issue with refresh time setting on Segments being changed

A refresh time is set on a segment e.g. 00:30, when the segment is saved and revisited, the segment time is changed to 12:30 (noon). 

Bug

CONTACTS

V5-3713

Issue when creating segments for contacts who are using an application

No contacts are included in segments with filter 'contact has an application X'

Bug

CONTACTS

V5-4064

Stock in' transactions issue

Wrong validation thrown when creating a 'stock in' transaction for devices with a serial number that already exists. Validation message says 'please specify serial number for product', it should say 'serial number already exists' and  also include the duplicate serial number in the message.

Bug

INVENTORY

V5-2723

Warehouse transactions issues

Stock in' transactions

• Create a new 'stock in' transaction with a unit cost - after posting, the cost is lost, no totals etc.

• Supplier should be mandatory only for 'stock in' transactions that add new stock to the warehouse. When stocking in due to returns, the supplier is not needed 

Bug

INVENTORY

V5-4079

Enhanced Order Placing process

• Ability to place orders in the back-end based on Order Catalogues

• Ability to place an Order through the Contacts screen

• Ability to clone an Order within the Orders screen

• Include net amount of an ordered item and communicate it to the contact

Improvement

ORDERS

V5-4059

Ability to maintain Ad Hoc Order milestones

Ability to maintain Ad Hoc Order milestones

Improvement

ORDERS

V5-4052

Enhanced order quotation communication tag

Simplified order quotation communication tag

• Present each quoted item's quantity, net amount and sub-total (remove discount and taxed amount per item)

• Show the quotation's totals with details such as Sub-total, Taxed, Discount as well as the quotation's Grand total.

Improvement

ORDERS

V5-3637

Enhanced management of order milestones 

List of stages when setting up an order's milestones must:

• Include only stages which according to the order queue can have a milestone % or amount

• Exclude the current and previous stages of the order (i.e. if the order progressed to a stage then milestone can be set/updated but only for upcoming stages)

Improvement

ORDERS

V5-3663

Approvals Issues

Resolve various automation & approval issues

Bug

SECURITY AND USERS

V5-3361

Service Requests in a 'closed' state should not be editable  

Currently, a system user can perform all sorts of actions for a 'closed' Service Request, this should not be permitted. Only Send Email, Print and Delete actions should be allowed for a 'closed' Service Request.  

Bug

SERVICE REQUESTS

V5-4135

Issue when enabling a service to a device

Device is bundled with a termed service, so when adding the device to the subscription, the termed service is added as well. Later on, if this device is related to another service (of a different subscription), then adding the device to new subscription must not add the bundled service to that subscription as well. Validation could be based on the fact that a service cannot be authorised to the same device instance more than once.

Bug

SUBSCRIPTIONS

V5-4089

Time travel issues 

• Internal server error is thrown when applying a Grace period to a subscription while in time travel

• Once in Time Travel, 'Switch to business' becomes available for a cloud operator user. Exit time travel and the same option appears

Bug

SUBSCRIPTIONS

V5-4009

Recurring expenses not applied according to the device conditions

Service enabled on a device which in turn is provisioned to more than one distributors. This results in wrong evaluation of recurring charges rules

Bug

SUBSCRIPTIONS

V5-4007

Enhanced Subscription ordering flows for flexible bundles

• Amend service action/menu option for services flex bundles. Change service action will be used instead

• When changing a service which is a flex bundle then

• For each available component to be added (components exists either as individual product in the composition OR as part of a type etc)

      a.  show its min quantity (if any) other wise default to 1
      b. show the product's description (first 100 chars)

• When ordering a service bundle (Orders flow)

• UI should be similar to changing the service

• Also note that a flex bundle can also be added directly to an existing subscription or to a contact

Task

SUBSCRIPTIONS

V5-4136

Subscription Analytics

Enhanced Subscriptions Dashboard

1. Include “No Billing” subscriptions in Subscriptions Analysis

2. Rename “Active Services” chart into “Service Activations“ to show all service activations per month

3. New chart for “Active services” to present how many services were in Effective state at the end of each month

Improvement

SUBSCRIPTIONS

V5-4129

Include more info on summary screens for Service Requests, Leads and Orders

• Include Queue name, Stage name name in badges in the summary screens of Leads, Service Requests and Orders. Currently in leads we show stage and state, in SRs there's nothing and in Orders only the state is shown.

• Leads summary:

• show whether the Lead was Won or Lost instead of showing the stage

• rename filters by removing 'Lead'  from their names e.g. 'Lead Queue' filter rename into just 'Queue'

• Service Requests summary

• add 'Is Resolved' as a filter and as a response in the results (filter already included in V2 design lab)

• Important: the field name (filter, response) should be 'is_resolved' , not 'resolved'. All fields in V2 Web APIs for service requests were renamed - GET, PUT (actions), LIST

• Show Resolved badge in green and Unresolved in red.

• If a service request was closed, then don't show the Priority badge in the summary screen

• All filters across screens (leads, service requests, orders)

• Rename 'Life Cycle State' to 'State' 

• Make sure that filter names are Stage, State, Queue (not Status, not Order Queue etc.)

• Keep the same  ordering across all 3 summary screens i.e. Queue (in grey), Stage (according to the queue) and state

Task

USER EXPERIENCE AND TECHNICAL

V5-4032

Enhanced User Interface with a Home page and landing pages per area

Introducing a Home page and landing pages per each one of the 6 main areas

• Getting started and Dashboard pages to be deprecated

• 6 main areas - 6 Landing pages: Under each area's meu option include a new landing page called 'Overview'. Each area's landing page includes the area's Dashboard

• New Home page that includes

• Access to Getting Started flow/checklist

• The Business Performance Dashboard

New Feature

USER EXPERIENCE AND TECHNICAL

V5-3505

Side bar menu options issues

• Expand the side bar menu and select a sub-menu option, the sub-menu options are collapsed and it's not possible to select another of the same sub-menu.

• Partner logos cropping and scroll bar appearing

Bug

USER EXPERIENCE AND TECHNICAL

V5-2983

New V2 Web APIs: Business Network

Update business network module to v2 APIs and UI

Improvement

Utilities

V5-2698

Enable Google Geocoding for Organisations and Contacts

Enhancements in searching for an address using Google Places integration. The enhanced solution provides the ability to search and get up to 5 addresses from Google places and retrieve more accurate info on the address to be found as well as move the selected Google Places address info to the new address of the contact

Improvement

Utilities

V5-4141

Application Issues

• Application usage is not recorded for contacts

• FCM token is not updated in existing devices

• Some contacts have duplicate devices due to double calls of the api in the initial creation

Bug

APPs AND PORTALS

V5-4114

Transaction Processor API Enhancements

Ability to support Get & Cancel Purchase Customer Events and (new) Get Wallet balances APIs on transaction processor level

Improvement

CUSTOMER EVENTS

V5-4113

Convert currency to default

Amounts converted are not in the default currency. 

Task

USER EXPERIENCE AND TECHNICAL

V5-4102

Journal Entry organisation Id Set Issue

Organisation id is being wrongly assigned in journal entry

Bug

ACCOUNTS, WALLET

V5-4101

Mandate Update Issue for Payment Method

Mandate Update Issue for Payment Method

Bug

SUBSCRIPTIONS

V5-4014

Order flows UI Issues

1 ) View Financials issue

    a. Financial transactions' amounts must be shown in the account's currency, not the default (create an Order for an account owner that is charged in $, where $ in NOT the base currency of the business)

2 ) Create a new Invoice for this order through View Financials action

    a. Invoice is created successfully BUT user is navigated back to Contacts/Invoices/Invoice xyz i.e. the same link as when posting an invoice for a contact). User must at least be navigated back to the order's financials

Task

ORDERS

V5-4010

Paging issues

Paging options not available in Integrations > Provisioning Providers > Logs

Task

USER EXPERIENCE AND TECHNICAL

V5-3872

Update subscription payment method on delete payment method

When deleting a payment method, the payment method should be removed from related subscription.

Bug

SUBSCRIPTIONS

V5-3861

Add device on subscription without validating price terms id

Add device to a subscription

• price terms id is not required

• Device added to the subscription might be

• purchased by the contact through the ordering flow

• given to a contact as a rental (price terms might be required if a fee will be applied)

• contact brought his/her own device so the device was not sold to the contact, was not removed from the warehouse

Bug

SUBSCRIPTIONS

V5-3735

No validation exists when deleting a segment related to price

Check a price's advanced conditions, in general:

• applies for a specific contact and contact is deleted

• new sales model : this one is covered already

• currencies: business disables that currency from its allowed ones

• countries 

Bug

CONTACTS