20.3 Core Release Bulletin

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Core Release
Bulletin
CostGuard Solution
20.3 Release
Mar 2020
IDI Billing Solutions | Confidential | 1

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Table of Contents
1 Release Summary ................................................................................................................ 4
1.1 Change Orders/Enhancements .................................................................................... 4
1.2 Resolved Known Issues ............................................................................................... 5
2 Customer Care – Search Contacts by Address ................................................................. 7
3 Sales Agent Portal ............................................................................................................... 8
3.1 Setup ........................................................................................................................... 9
3.2 How to Access the Portal ............................................................................................11
3.3 Using the Portal ..........................................................................................................11
3.4 Sales Manager Functions ...........................................................................................17
3.5 Quicklinks ...................................................................................................................24
4 Viewing Login Statistics for OnlineBill Accounts .............................................................25
5 New XML Report for Circuit Charges.................................................................................26
5.1 Setup ..........................................................................................................................26
5.2 Report Description ......................................................................................................26
6 Tempus Support for Credentials on File (COF).................................................................27
6.1 New Functionality........................................................................................................27
6.2 Setup ..........................................................................................................................29

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About this Document
IDI’s Core Release Bulletins describe new Core functionality introduced with the release through
either Adaptive (AR) or Feature (FR) requests. Core functionality is defined as a capability that
is available to all customers that upgrade to the release, although in some cases additional
custom work may be required to use it. This document includes an overview of the new
capabilities as well as the required configuration or setup information. Supporting
documentation can be found on E-Support under Resources > Knowledge Center and
Resources Help Resources.
Additional training opportunities are also available through IDI University. Please contact your
Account/Project Manager for more information.

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1 Release Summary
1.1 CHANGE ORDERS/ENHANCEMENTS
The following change orders and other enhancements are included in this release.
Functional Area AR/FR Description

Customer Care FR 3160 Ability to search for contacts by address - Added address fields to Contact
OmniSearch under More Options so users can search contacts by street, city, state,
zip and/or country.
Sales Portal FR 3131 Sales Agent Portal available through Customer Care – This provides an easy-to-
use interface to help sales associates and their sales managers keep tabs on and
ensure the health of their accounts.
Managers can:
• View account, tickets and order information for each sales associate
• Make resources and notices available to sales associates through the portal on a
global or sales associatel-specific basis
• Establish quicklinks for sales associates to use in the sales portal
Associates can
• View their account, tickets and order information through their portal
• Access resources and notices posted by their sales manager
OnlineBill AR 8565 Invoice Sub-totals in OnlineBill Mailer - These fields are now available for selection
on the OnlineBill Mailer Template in CostGuard Client:
• Previous Balance
• Payments
• Adjustments
• Past Due Balance
These fields can make invoices easier to read by providing more up front information
on invoice notifications ahead of invoice details.
XML Reports AR 8595 New XML report for circuit services and associated charges contains sections for
recurring and non-recurring, and an additional section to present prorated recurring
charges and credits separate from full-month recurring charges.
AR 8613 OCC New Charges Summary optional XML report enhancements - This report
was originally provided in the CostGuard 20.2 release. For 20.3, the report has been
enhanced to always separate charge adjustments without having to enable the
associated setting in Admin Console. The financial section in XML has been updated
to separate charge adjustments when the OCC New Charges Summary optional XML
report is enabled. Note: Other Admin Console settings as described in the Knowledge
Article are still required.
Tempus Payment AR 8466 Credit card vendor requirements for Credentials on File – Visa and MasterCard
Gateway have changed their credentials on file requirements for credit card transactions. New
settings in the Tempus payment gateway setup enable CostGuard to honor these
requirements. Fines may apply and decline responses may increase if these
requirements are not honored.
The settings default to enabled.
Document FR 3149 Updated dependencies to WebServicePlatform for Document Storage to make
Storage the 1xa Endpoints work.
Bulk Data Import FR 3181 Sorting Bulk Data Web Import File Formats in the drop down menu - Updated
Platform Bulk Data import page to display import formats in the drop down in alphabetical order.

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Functional Area AR/FR Description

Miscellaneous FR 3173 E-Pay
Enhancements • Improved message on attempting to add an E-Pay account without
specifying Account Description - Replaced the cryptic Object Reference error
with an informative message: Please select an Account Description.
OnlineBill
• Ability to view login statistics for OnlineBill accounts – The following fields
are now provided on the OnlineBill Accounts Report:
Last Login Date
Locked Out
Last Lockout Date
• Switching markets enhancement on the Advance Styling Console page.
Payment Gateway Application (PGA)
• Added an Odata to the PGA web service as an alternative means to access
information that has been accessible via the PGA Admin interface. For more
information see PGA web service documentation.
Usage Summary
• Added commas to Data Usage values on the Usage Summary and Home
Pages in OnlineBill.
Document Storage
• Replaced a cryptic message with user-friendly text in a general error in
Document Storage.
1.2 RESOLVED KNOWN ISSUES

The following known issues have been resolved in this release.
Functional Area PR Description

Orders 83390 Orders intended to disconnect both child and parent services would sometimes
disconnect the parent service prematurely. This occurred on Orders where:
• child services were to be disconnected immediately and the parent service was to
be disconnected at a later date (e.g. end of month).
• The parent and child services had different service types, and the Workflow had sub
workflows that split on service type.
The child service type Workflow was adding disconnect records for all child services and
for the parent (where it should have added just a placeholder for the parent). Then when
the parent service type Workflow was processed it added a second disconnect record for
the already disconnected parent service.
With this solution, the child service type Workflow now adds a placeholder for the parent
service rather than a disconnect record so as not to disconnect the parent prematurely.
The parent is properly disconnected by the parent service type Workflow.
83417 Removed Boolean IsAccountLevelReadOnly key from database of OrderSummary
OData, where it was accidentally left in after being automatically added in a past change.
Customer Care 83389 This PR is related to AR 8308 – Notifications for expiring credit cards (CostGuard 19.7).
Two separate issues were resolved under this PR:
• The Odata created to identify and filter out E-Pay accounts with expiring credit cards
was sometimes unable to get through the full list of accounts. The Odata was
making two separate calls - one to gather the list of accounts and one to get
account information for filtering. The Odata now performs both functions in a single
call. The improved efficiency enables it to run through the full list of accounts.
• The code reversed the settings for months in advance to notify and months after
expiration to notify. These settings now properly perform their respective functions.

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Functional Area PR Description

Payment 83430 Azure changes to TLS protocol caused an outage in the PGA and required IDI to make
Gateway an update. This PR updated the PGA to connect to Azure search service using TLS 1.2.
Application
E-Pay 83399 When using Authorize.Net in the PCI 3.0 configuration (Iframe), E-Pay Accounts created
OnlineBill & through OnlineBill had an expiration date set for the first of the month. This was causing
Customer Web payments for those cards to fail because they were showing as expired when they
Service should have been valid until the end of the month. The Payment Gateway Application
has been updated to set the expiration date to last day of the month to prevent this.
Note: The Customer Web Service does not automatically set the expiration date to the
end of the month, so any accounts created this way should have the dates explicitly set
to the end of the month as needed.
Address 83383 Removed an Address Validation web service that skipped address validation based on
Validation country. Now all addresses are validated regardless of the country value.
83416 When a POS order used a taxable address based on the shipping contact, and that
address was validated using the Address Validation Mgmt web service, the returned tax
state was not being saved in the address validation result, causing sales tax for the POS
order to be incorrectly calculated. The returned tax state is now saved so that sales
taxes can be correctly calculated.
Bulk Data 83410 Attempting to add more than 20 features sometimes failed with an error indicating the
Feature Import request size is too large. Bulk feature import has been modified to send batches of no
more than 20 features at a time.
Notes:
• This only applies to add feature imports (not modify).
• This PR is in the CostGuard bundle and requires customers to take 20.3.
RateBill 83380 Prebill invoices were not being deleted for customers who were changed to billing
inactive after a prebill run, and prebill results were improperly being included in actual
billing XML and PDF. This solution updates Billing to properly delete all prebill invoices
for the bill period as part the actual bill run.
83382 The General Ledger usage query was updated to get usage data from the UsageRecord
and UsageRate tables rather than the usage view. This makes the query faster and
helps avoid time outs.
83387 Billing logic has been updated so that a loyalty discount set up to apply only to the first
month will not discount again on the second month. This occurred when a loyalty
discount was added the last day of a 31-day bill period, and the discount was set up to
only apply to the first bill period after the discount was added.
83397 FR 3142 (CostGuard 20.1) changed how the percent for proration is calculated to be
accurate month to month; however, the calculation was not accounting for different
charge cycles. The proration logic has been updated to use the correct number of days
based on the month of the charge. Note: This PR has been removed as of release 20.3
R2.
83419 An AR introduced an issue causing Account Posting to fail. The AR required database
changes related to default handling of payment Create Date. These changes conflicted
with Account Posting default logic for Create Date and caused Account Posting to fail.
This PR syncs default Create Date logic so Account Posting no longer fails.
Workflow 83396 Error Saving a Lot of Additional User-Defined Extended Data - Updated the Workflow
page for adding extended data under the Additional User-Defined section to allow an
unlimited number of extended data items. Note: This was only an issue if the amount of
user-defined extended data exceeded 490 items.

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2 Customer Care – Search Contacts by Address

Address fields have been added to the Contact OmniSearch in Customer Care under More
Options. This lets you search contacts by street, city, state, zip and/or country.
Notes:
• Each street field searches against its associated database field
• Country defaults to the existing default Country setting
• Options in the State menu are based on the selected Country
The Contact Search Results have been updated to support this functionality.
• Street1, Street2, and Street3 values are combined into the Street field
• City and State fields have been added
• Full Name and Company Name fields are combined into the Name field
• Contact Type field has been removed

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3 Sales Agent Portal

A Sales Agent Portal is available via Customer Care. It provides an easy-to-use interface to help
sales associates and their sales associate managers keep tabs on and ensure the health of
their accounts.
The portal is a single page dashboard that lets a sales associate (with View Agent Portal
permission) view summarized account information for their accounts, as well as the accounts of
their child associates. Managers (with Manage Sales Associates permission) can use the portal
to view account information for any sales associate.
Managers can also:

• Make resources and notices available to sales associates through their portal on a
global or associate-specific basis.
• Establish Quicklinks for sales associates to use in their portal.
Terminology
• Sales Associate refers to sales agent or sales channel.
• Manager refers to sales agent manager or channel manager.

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3.1 SETUP
The following setup is required prior to using Sales Agent Portal functionality:
• Sales associates and managers need to be assigned the permissions they’ll need to
perform their respective functions.
• Sales associates and managers need to be assigned to CostGuard Users and User
Groups.
• Document Categories need to be set up in the Document Storage application. When a
manager adds a resource file to be used in the Sales Agent Portal, they can select a
category for the resource file. Added files are stored in Document Storage.
PERMISSIONS
The following table provides guidelines for assigning roles and permissions for sales associates
and managers.
Function Permission User

Ability to view account summary information via the View Agent Portal Sales associates
Sales Agent Portal. Note: Managers with Manage Sales
Associates permission have view capability by virtue of
their Manage permission described below.
View items in their respective web applications: Respective Allow Log On Sales associates and
• View an Account in Customer Care permissions managers
• View a Ticket in Tickets
• View an Order in Orders
• View a non-confidential document in Document
Storage
• View an order workflow in Workflow
View a confidential document in Document Storage View Confidential Sales associates and
Documents managers
Configure Resources and Notices Manage Sales Associates Managers
Configure quicklinks Manage Quicklinks (in Managers
Customer Care)
DELIVERED ROLES
Customer Care comes with the pre-configured Customer Care Sales Agent role. This role
contains the Customer Care Allow Log On permission and the View Agent Portal permission.
The Manage Sales Associates permission has been added to the Customer Care Admin
delivered role.

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ASSIGNING SALES ENTITIES TO COSTGUARD USERS AND USER GROUPS

Sales entities (associates and managers) are associated to CostGuard Users and CostGuard
Users are assigned to Groups in Admin Console Security > Users. This is standard CostGuard
User Management functionality. Refer to CostGuard online help for details.
Note: This is also needed to ensure sales associates can see and use quicklinks in their
respective portals. (Access to a quicklink is configured to either be global or for a selected User
Group.)
SETTING UP DOCUMENT CATEGORIES IN DOCUMENT STORAGE

When managers add a resource file to be used in the Sales Agent Portal, they can select a
category for the resource file. These categories are set up in the Document Storage web
application. Refer to Document Storage web help for details.

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3.2 HOW TO ACCESS THE PORTAL

Users with View Agent Portal permission are directed to the Sales Agent Portal upon logging in.
Users can also access the Sales Agent Portal is via the CostGuard icon located in the upper
left corner of every page in Customer Care.
3.3 USING THE PORTAL

The portal is a dashboard view that organizes information on five tabs: NOTICES (default view
on log-in), ACCOUNTS, TICKETS, ORDERS and RESOURCES.
The specific information presented is based on the Sales Associate selected in the drop down
menu. By default the view presents information for the currently logged in user. Sales
associates can also view account information for any of their child sales associates by making a
selection in the Sales Associate drop down menu. All child associates of the currently logged in
associate are presented in this dropdown. On selecting another associate the page will refresh
with information for the selected associate’s accounts, tickets and orders.
Sales managers with Manage Sales Associates permission can select any sales associate from
the Sales Associate menu including end-dated associates. The same information will display
for the sales manager as for the sales associate.

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When quicklinks are available, they’re displayed across the top of each tab.
The View drop down menu lets users who require access to both the Sales Agent Portal and
My Work toggle between those two views.
Note: My Work is the dashboard view for Customer Care users and is not intended for sales
associates unless they have assigned tasks in Customer Care. In this case they would also
require any applicable permissions (for example Manage Customers).
NOTICES TAB
The NOTICES tab lists all global and associate-specific notices. Associate-specific notices may
include notices posted to a parent entity. Only active notices are displayed. Notices are
considered active when they have no date range OR the current date falls within the configured
date range.
For each notice the tab indicates:

• The date it was posted
• Priority as set by the manager that posted the notice:
▪ High (red)
▪ Low (blue)
▪ Standard (green)
• Title

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Clicking anywhere on the row for a specific notice displays a pop-up view with the notice text.

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ACCOUNTS TAB
The ACCOUNTS tab displays the Billing Active customers assigned to the selected associate.
The following information is displayed for each customer:

• Icon indicating Corporate, Prospect or Standard
• Account Number – This serves as a link to the account view in Customer Care if the
associate has permission. Customer Care is opened in a separate browser tab.
• Customer Name
• Account Status
• Account Type
• Balance Due
• Last Invoice Amount
• Services Summary – Hovering over the far right column displays the info icon. Clicking
the icon displays a pop-up view listing services by service type and number of services
of each type.
The Search field on the right side of this tab lets you filter the Accounts list. Based on the text
you enter, the search will find partial matches for:
• account number
• customer name

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TICKETS TAB
The TICKETS tab lists the open tickets for the selected sales associate.
The following information is provided for each open ticket:

• Priority
• Ticket Number - This serves as a link to the ticket view in the Tickets web application if
the associate has permission. Tickets is opened in a separate browser tab.
• Account Number - This serves as a link to the Customer view in Customer Care if the
associate has permission. Customer Care is opened in a separate browser tab.
• Customer Name
• Title
• Ticket type
• Ticket status
• Create date
• Ticket Preview – hovering over the far right column displays the info icon. Clicking the
icon displays a pop-up view with the following information: opened by, action date,
description, contact name, category, assigned to, facilitator.
The Search field on the right side of this tab lets you filter the tickets list. Based on the text you
enter, the search will find partial matches for:
• customer name
• ticket title
• ticket ID

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ORDERS TAB
The ORDERS tab provides the following information for all open orders associated with the
sales associates accounts, as well as orders where the sales associate is assigned to the order
(and not necessarily assigned to the account):
• Order ID - This serves as a link to the order view in the Orders web application if the
associate has permission. Orders is opened in a separate browser tab.
• Order Type
• Order State
• Account Number - This serves as a link to the account view in Customer Care if the
associate has permission.
• Customer Name
• Sales Associate
• Create Date
• Last Modified By
• Worflow (icon) – opens the associated workflow if applicable (order has been submitted)
and the associate has permission. Workflow is opened in a separate browser tab.
The Search field on the right side of this tab lets you filter the orders list. Based on the text you
enter, the search will find partial matches for:
• customer name
• account number
• Order ID
RESOURCES TAB
Sales associates can view documents posted by their sales manager on the RESOURCES tab.
This includes global resources and associate-specific resources. Associate-specific includes
resources posted to a parent entity. To open the document click the link in the applicable
document’s Name field. Note: Access to confidential documents (lock icon) requires View
Confidential Documents permission.
The Search field on the right side of this tab lets you filter the Resources list. Based on the text
you enter, the search will find partial matches for the Name.

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3.4 SALES MANAGER FUNCTIONS

Functions for configuring and posting notices and resources are avalable via the MANAGE >
Sales Associate Configuration option in Customer Care. This option requires Manage Sales
Associate permission.
Selecting this option displays the Sales Associate Configuration form.
The form has two tabs for managing RESOURCES and NOTICES.

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RESOURCES
The RESOURCES tab lists the resources configured in your system. These resources are
stored in the Document Storage web application.
For each resource, the tab displays the assigned Name, Notes (if included in the configuration),
selected Category, Size, the assigned Sales Associate, Upload Date, and user who uploaded
the resource. The Search fields on this tab let you filter the resource list by name, category,
upload date range, and uploader.
The Name field serves as a link for viewing the resource (via Document Storage).
Adding a New Resource

To add a new resource:
• Click the + (Add) button.
This displays the File Browser dialog to let you find and select the resource file.

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• Navigate to and select the file you want to add. This displays the Add Resource dialog.
• The resource name defaults to the selected file name. You can change this in the
Document Name field.
• Select a Category from the drop down list. The options are based on the Categories
configured for the environment in Document Storage.
• You may choose to make the resource confidential by clicking the associated check box.
This follows the confidentiality rules for documents in Document Storage. Permissions
determine whether users can view only non-confidential, or both confidential and non-
confidential documents.

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• You may optionally add Notes as needed.

• You may specify that one specific sales associate get the resource, or make the
resource available globally to all associates. The default text in the field is Sales
Associate. Keep this text if you want the rescource to be globally available to all
associates.
To limit availability to a specific associate start entering the name (or any filtering text) in
the Sales Associate field. This is a type ahead field. As you type, all associates that
partially match the text will be presented in a list. You can continue to refine the list by
entering more text, or select an associate from the list at any time.
• When you’re finished, click ATTACH. This adds the resource to the list on the
RESOURCES tab, puts it into Document Storage, and posts the resource to the
appropriate Sales Associate(s) portal(s).
Editing, Replacing and Removing Resources
The icons in the far right columns let you edit, replace or remove a selected resource.

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• To edit a resource click the pencil icon in the left column. This displays a dialog similar
to the Add Resouce dialog, but with limited options for editing. The Edit dialog lets you
edit Name, the Confidential setting, Notes and Sales Associate. You are not able to edit
the Category.
• To replace a resource click the middle icon. This displays the File Browser dialog to let
you find and select the replacement file. When you select the file you’ll be prompted to
confirm whether or not you want to replace the file. This confirmation dialog indicates the
resource name will not change; however, you will be permitted to change this and other
parameters via the Edit function.
• To remove a resource click the right icon. This displays a dialog for confirming whether
or not to remove the resource. Removing a resource removes it from the RESOURCES
tab and from the sales associate’s portal. Note: The resource will still be available in
Document Storage and can be deleted from there through the Document Storage web
application as needed.
NOTICES
The NOTICES tab lists the notices configured in your system. For each notice, the tab displays
the assigned Title, Start and End Dates (if configured), assigned Priority, assigned Sales
Associate, user who created the notice, and date the notice was created. The Search fields on
this tab let you filter the notices list by starting and ending date ranges.
The icon in the far left column lets you view the notice.

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Adding a New Notice

To add a new notice:
• Click the + (Add) button.
This displays the Create Notice dialog.
• Enter a Title.
• Select a Priority (Standard, Low, High) from the drop down menu.
• You may set a date range on an optional basis. This determines the time span during
which the notice will be available for viewing in the portal.

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• You may specify the one specific sales associate or make the notice available globally to
all associates. The field defaults to Sales Associate with the text grayed out. This makes
the notice globally available to all associates.
To select a specific associate start to type the name (or any filtering text) in the Sales
Associate field. The system will find all associates that partially match the text you
entered. You can continue to refine the list by entering more text, or select an associate
from the list.
• The Body field is a rich text editor. Enter the notice text and apply formating as needed.
• Click SAVE when you’re finished. This adds the notice to the list on the NOTICES tab,
and posts the notice to the appropriate Sales Associate(s).
Editing and Removing Notices

The icons in the far right columns let you edit or remove a selected notice.
• To edit a notice click the pencil icon in the left column. This displays the Create Notice
dialog. You may edit any of the configured parameters including the Body.
• To remove a notice click the right icon. This displays a dialog for confirming whether or
not to remove the notice. Removing a notice removes it from the NOTICES tab and from
the sales associate’s portal.

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3.5 QUICKLINKS
Any user with Manage Quicklink permission can set up external links to other sites and
applications from the sales portal via the MANAGE > Quicklinks page in Customer Care. This
supports the same functionality as is supported in Customer Care.

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4 Viewing Login Statistics for OnlineBill Accounts

The following fields are now available on the OnlineBill Accounts Report:
• Last Login Date
• Locked Out
• Last Lockout Date
This provides easy access to login statistics for your user base. For example you can see when
a user last logged in to their account.

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5 New XML Report for Circuit Charges

The Circuit Charge Detail report is a new optional XML report for circuit services and associated
charges. It contains separate sections for recurring, non-recurring charges and an additional
section to present prorated recurring charges and credits separate from full-month recurring
charges.
5.1 SETUP
STYLESHEET
A work order is required to update the stylesheet to put the XML data into the PDF.
ENABLING THE REPORT IN ADMIN CONSOLE

The new report must be enabled in Admin Console for the appropriate invoice format(s). This
setting is not available to CostGuard users and must be configured by an authorized IDI
associate.
Business Rules > Local Services > RateBill > …RateBill > Invoice Formats…>
Optional Reports
5.2 REPORT DESCRIPTION

This report contains charge details for services configured with a service class of Dedicated.
The report has three sections where each section is grouped by service number:
• Recurring Charges - This section displays the monthly recurring charge of the circuit.
▪ This section provides:
▪ For each recurring charge: name, start date, end date, quantity and amount
▪ A total amount for this section
▪ This section does not include:
▪ First month prorated charges
▪ Disconnected credits
These are provided in Other Charges and Credits as described below.
• Non Recurring Charges - This section displays any NRC circuit elements, for example,
an installation fee. This section provides:
▪ For each non-recurring charge: name, start date, end date, quantity and amount
▪ A total amount for this section
• Other Charges and Credits - This section displays the pro-rated charges and credits.
This section provides the following for First Month Prorated Charges and Disconnected
Credits:
▪ Name
▪ Start Date
▪ End Date
▪ Quantity
▪ Amount

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6 Tempus Support for Credentials on File (COF)

Tempus is adopting the new Visa and MasterCard requirements for credentials on file for credit
card transactions. Recognizing stored credential transactions allows for greater visibility into the
transaction risk, enabling robust processing and differential treatment. Authorization rules have
been defined to help identify initial storage and usage of stored payment credentials to enable
differentiated processing. Fines may apply and decline responses may increase if the
established rules are not followed.
To support this in CostGuard, there are new settings in the Tempus payment gateway setup. An
Admin Cosole setting enables the functionality for Customer Management, and an equivalent
setting enables the functionality in POS. Both settings default to Yes (enabled).
When enabled, CostGuard will obtain and store an OriginalNetworkTransactionID for the
following scenarios (if one isn’t already present in the Database):
• Creating a new E-Pay account in Customer Management or through POS
• Updating Card information in Customer Management, POS or OnlineBill
• Processing a charge to an existing E-Pay account in Customer Management, POS or
OnlineBill
• Processing recurring monthly payments
• Processing E-Pay payments in Customer Care (Note: Support for Tempus in Customer
Care is new with this release.)
6.1 NEW FUNCTIONALITY

This enhancement enables CostGuard to process payments to Tempus with COF class and
transactionID. The Tempus gateway version has been updated to support the latest API specs.
The transactionID field is populated in the database. It does not change on subsequent charges.
The field is encrypted and is not replicated. The transactionID is passed into Tempus on
subsequent transactions so that it can be identified as previously used and stored credentials.
• On creating a new E-Pay account in Customer Management or POS, CostGuard obtains
and stores the transactionID. Note: Updating an existing E-Pay account to a new credit
card number requires a new transactionID for the new credit card number.
• On processing a charge to an existing E-Pay account in Customer Management or POS,
the system passes in the already obtained transactionID for the card if there is one in the
database. For first time transactions on an existing E-Pay account once the setting is
enabled, there won’t be a transactionID in the database, so one will be obtained.
• On processing recurring monthly payments or payments in OnlineBill, the system
obtains a transactionID if one isn’t in the database and then passes it in.
• For E-Pay recurring monthly transactions, the recurring COF Class is passed in. For E-
Pay one-off transactions, the customer initiated COF Class is passed in.
• For POS transactions, when saving the card as an E-Pay account the customer initiated
COF Class is passed in. When not saving the card as an E-Pay account, the COF Class
is not passed in.
• Similarly, for OnlineBill transactions when saving account information or using an
existing E-Pay account, the customer initiated COF Class is passed in. The COF class is
not passed in for OnlineBill transactions that don’t save account information.

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SUPPORT FOR TEMPUS IN CUSTOMER CARE

Customer Care has been updated to support Tempus as the payment gateway.
• Support for credit card payments - You can use existing credit card E-Pay accounts in
Customer Care when processing payments through Tempus. Note: The ability to create
a credit card E-Pay account is still not supported in Customer Care when using Tempus.
• Support for ACH payments – You can use an existing ACH account and create new
ACH E-Pay accounts in Customer Care.
When Tempus is the configured payment gateway for your system, clicking NEW on the
E-Pay accounts screen in Customer Care takes you directly to the Create Bank Account
screen. (When Authorize.Net is the configured payment gateway there is an
intermediate step to select either credit card or ACH.)
Payments processed through Customer Care to Tempus will obtain a transactionID if one
doesn’t already exist and pass it to Tempus when it does.

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6.2 SETUP
There are two new settings for Tempus Payment Gateway setup (in Admin Console and POS
Register settings) to enable/disable support for stored credentials. Both settings are labeled
Enable CoF Functionality and default to enabled (Yes).
ADMIN CONSOLE SETTING FOR CUSTOMER MANAGEMENT

The new setting in the Admin Console is under Business Rules > Local Services > CostGuard
Services > Customer Management > E-Pay > Enhanced PCI Configuration.
This setting is used by Customer Management E-Pay screens and transactions. This setting
defaults to Yes. Set to No if you want to defer this functionality until a later time.
Note: This setting is not accessible by customers and will require a service request to change.

www.idibilling.com
REGISTER POLICY SETTINGS FOR POS

The Enable CoF Functionality setting is also located in the Register Policy for each POS
location. In POS Back Office, select a Location, then right click and choose Register Policy. In
the Register Policy dialog, click the Tender tab, then right click on an Accepted Tender Type
and choose Payment Gateway > Configure. Select Tempus PaymentMate from the Payment
Gateway drop down menu.
This setting is used for processing credit card transactions, and for creating/using E-Pay
accounts in POS. The setting defaults to Yes. Customers may enable/disable the setting as
needed in all respective retail locations.

20.3 Core Release Bulletin

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7615 Omnitech Place | Victor, NY 14564

IDI Billing Solutions | Confidential | 1

IDI Billing Solutions | Confidential | 2

About this Document

IDI Billing Solutions | Confidential | 3

Functional Area AR/FR Description

IDI Billing Solutions | Confidential | 4

Functional Area AR/FR Description

1.2 RESOLVED KNOWN ISSUES

Functional Area PR Description

IDI Billing Solutions | Confidential | 5

Functional Area PR Description

IDI Billing Solutions | Confidential | 6

2 Customer Care – Search Contacts by Address

IDI Billing Solutions | Confidential | 7

3 Sales Agent Portal

Managers can also:

IDI Billing Solutions | Confidential | 8

Function Permission User

IDI Billing Solutions | Confidential | 9

ASSIGNING SALES ENTITIES TO COSTGUARD USERS AND USER GROUPS

SETTING UP DOCUMENT CATEGORIES IN DOCUMENT STORAGE

IDI Billing Solutions | Confidential | 10

3.2 HOW TO ACCESS THE PORTAL

3.3 USING THE PORTAL

IDI Billing Solutions | Confidential | 11

For each notice the tab indicates:

IDI Billing Solutions | Confidential | 12

IDI Billing Solutions | Confidential | 13

The following information is displayed for each customer:

IDI Billing Solutions | Confidential | 14

The following information is provided for each open ticket:

IDI Billing Solutions | Confidential | 15

IDI Billing Solutions | Confidential | 16

3.4 SALES MANAGER FUNCTIONS

Selecting this option displays the Sales Associate Configuration form.

IDI Billing Solutions | Confidential | 17

Adding a New Resource

IDI Billing Solutions | Confidential | 18

IDI Billing Solutions | Confidential | 19

• You may optionally add Notes as needed.

IDI Billing Solutions | Confidential | 20

IDI Billing Solutions | Confidential | 21

Adding a New Notice

This displays the Create Notice dialog.

IDI Billing Solutions | Confidential | 22

Editing and Removing Notices

IDI Billing Solutions | Confidential | 23

IDI Billing Solutions | Confidential | 24

4 Viewing Login Statistics for OnlineBill Accounts

IDI Billing Solutions | Confidential | 25

5 New XML Report for Circuit Charges

ENABLING THE REPORT IN ADMIN CONSOLE

5.2 REPORT DESCRIPTION

IDI Billing Solutions | Confidential | 26

6 Tempus Support for Credentials on File (COF)

6.1 NEW FUNCTIONALITY

IDI Billing Solutions | Confidential | 27

SUPPORT FOR TEMPUS IN CUSTOMER CARE

IDI Billing Solutions | Confidential | 28

ADMIN CONSOLE SETTING FOR CUSTOMER MANAGEMENT

IDI Billing Solutions | Confidential | 29

REGISTER POLICY SETTINGS FOR POS