RELEASE NOTES – TEST REPORT

CAIRS VERSION 4.0.14.20.111

FEATURES/REFINEMENTS

Orders & Troubles

• FEATURE – When creating a report in Orders/Troubles –> Reports, you can now double click on any order or trouble ticket number and open the record from the report.
• FEATURE – Added functionality that will handle reports that are associated to fields that no longer exist in the database. It will report the fields that have changed and need to be removed when saving the record.
• REFINEMENT – Set the ActiveRowScrollRegion.ScrollRowIntoView on the treecontroller to .Rows(0) in order to force grid to always show the top row regardless of if the sorted value has a “blank”. This would only be an issue if user selected a search parameter, not if they selected a
• specific view from menu.
• REFINEMENT – When you remove a component from a Work Order or Trouble Ticket using the drop component Ribbon Button it no longer stays visible in the components pane.
• REFINEMENT – Fixed complications caused when cancelling a Work Order without filling out all required fields. The Order now closes without confusion or being required to fill out fields.
• REFINEMENT – Fixed Organization Name view to only load the filtered records by the aggregate, they were all showing under each aggregated line.

Entire System

• FEATURE – When an invalid email address is entered into CAIRS, you will now receive a message that the address is not valid.
• REFINEMENT – All required fields on a record must be completed before you can save the record. If a required field is not complete a message appears asking to complete required fields before saving.

SOLR

• SOLR has been removed from the system.

Configured Items

• FEATURE – Added Data Fill capability to the Cell Phone records

Global Reports

• FEATURE – Sometimes when CAIRS would update from version to version, there would be errors in the global reports because field names or locations were changed, the only way to resolve the errors was to delete the report and rebuild. Now, the report will load with a message about any errors that might be associated to the report.

Accounting –> Official Accounts

• FEATURE – In a Billing Run, we added rounding to the dynamic billing processes so report totals are more consistent.

 System Admin – Settings

• FEATURE – There is a new system setting called “Note Default Font Size” – This setting should be 12 by default. Minimum value = 8, Maximum value = 40. Determines the default font size for all notes created in cairs.net. The system administrator can adjust this value, which applies to all users when creating notes.

System Admin – Custom Report Templates

• FEATURE – Added functionality to map fields for the New Dynamic Billing Equipment and Services pricing options in Custom Report Templates

 System Admin – CES

• FEATURE – It is now possible to test the CEDC connection to the database from a client workstation. Before it was only possible to test the connection from the web server.

Directory/Organization > Organizations

• REFINEMENT – Removed the capability to assign an Organization as its own parent. Now warning message shows upon trying to save the record letting you know the action cannot be completed.

 Subscriber Portal

• FEATURE – Configuration Settings were added to the Subscriber Portal Config page to allow the Operator Phone Book or the Switch Phone Book.
• FEATURE – The size of the Notes dialog box is now larger than one line of text! The size of the textbox will automatically resize as the user enters in information
• FEATURE – We have added 4 decimal places to the call details reports in Subscriber Portal
• REFINEMENT – Made the export process consistent throughout Subscriber Portal
• REFINEMENT – In Validate Bills, all previous Fiscal Years appear in the dropdown list

KNOWN ISSUES AND WORK AROUNDS

 Orders/Troubles > Orders > All Active Orders:  In Dynamic, when creating a Work Order for EWSD set, the EWSD Set button disappears from the Data Components Ribbon Group if the user clicks the ‘Create Work Order’ before adding EWSD set.

Work Around – To avoid this, an EWSD component must be added before creating the work order.

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WORK FLOW: Adding more than 50 custom fields to a work flow will generate an error in CAIRS. Programming is assigned to work a fix for this restriction.

Work Around: Do not use more than 50 custom fields in work flows until the restriction is fixed.

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VIEWING CAIRS AND MONITOR DISPLAYS: If you are attempting to expand columns in CAIRS and are doing so while viewing CAIRS from a monitor that is not your primary desktop/laptop screen then the expand will not work and instead the column will minimalize to where it almost seems hidden.

Work Around: This is not a CAIRS issue but rather a Windows issue that can’t be fixed through programming in CAIRS. The Work Around is: if you are working in any form or display with columns that can be adjusted move the view to the monitor associated to your desktop/laptop and you will be able to make all necessary adjustments to columns size and placement.

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CONFIGURED ITEMS-DATA FILL: When the pane is in edit mode the data fill option is NOT available.

Work Around: To get out of edit mode click on the scroll bar, any labels, the window header or somewhere else that isn’t an editable cell.

GOOD TO KNOW

ACCOUNT CODE BULK CHANGE: If you are using Dynamic Billing in CAIRS then you will no longer have the ability to bulk change Account Codes as Customer Codes are now being used as the billing master code.

GENERAL WORK ORDERS: CLOSING ALL SERVICE REQUESTS: Until all Sub-Service Requests/Sub-Work Orders associated to a General Work Order are in a Completed or Cancelled status the General Work Order will not complete and close automatically.

CONFIGURATION PACKAGES: When adding a Configuration Package, fields should never be duplicated within a package. For example, if you choose to add an Organization field (or any other field) twice, when the general order is opened in

EXPORTING WORK ORDER AND TROUBLE TICKET DETAILS TO .TXT: When exporting Work Order and Trouble Ticket details to .txt, you will be required to name the file and save it to a location on your computer. The .txt file does not auto-name the file like exports to PDF and Excel.

ACCOUNTING: OFFICIAL ACCOUNTS: CUSTOMER CODE: When opening a Customer Code using the “Account Funding View” you must open the record first and then click the “Show All” option in the Funding pane to populate the associated data.

BASIC VIEW: Basic View has been added to most application modules in CAIRS. This view should be used only if you are looking for a quick list of all of the items in a specific menu option. For example: Go to Configured Items>Set Management>Configured Sets>Views: Basic View and do a Show All query. You will get a list of every telephone number in the data base. This view was added to help several customers who just needed the identifying number or name of an item quickly. To avoid getting into this view choose a different view in that application module and do a Show All. Once you do that CAIRS remembers where you were last and when you open that application the new view (other than Basic) becomes your default view.

Release Test Plan

A formal release test plan is used to guide QA engineers through the entire CAIRS software. The test plan provides a measurable and consistent series of test cases. Each test case contains detailed test steps to reach an end result.

Testing Breakdown: Release 4.0.14.18.210 – 20.111

Completed Formal Tests: 15,000 +

Release 4.0.14.20.111 Fixed Trouble Tickets/Bugs

A total of 800+ Bug fixes, Trouble Tickets, Refinements and Feature Requests were tested as outlined in the section “Release 4.0.14.19.106 FIXED TROUBLE TICKETS/BUGS”. Each were tested a minimum of 4 times, with most tested 11 times or more.

Ticket Number	CAIRS Menu	Release Note
1718700	System Admin > Billing Settings > Funded Program Import Template	FEATURE – Added functionality to assign the Customer Code and Fiscal year to a Funded Program and Official Account upon importing the funded structure through the Funded Program Import Funding action.
1723610	System Admin –> Number Plans	An issue was resolved where a number plan would not be accessible when a user was granted privileges to one or more sites.  CAIRS will now ignore Profile Data Limit By Filters when loading a number plan because the number are already filtered.
1725800	Entire System – Customization	You are no longer able to customize system defined required fields. A message will now appear that system defined fields are no longer editable.
1726806	CEDC	FEATURE – Added new CEDC webpage that can be navigated to in a web browser to test CAIRS client web connection
1727605	Accounting > Vendor Invoices and Media > Vendor Media Template	REFINEMENT – Set default checkbox values in a Vendor Media Import Template from NULL to their respective correct values for Cell Phone Import, Disabled and Summarize for Billing fields.
1732008	Configured Items > Cell Phone	BUG – Fixed issue where Cell Phone records were not being limited by the assigned site if the user was limited by site.
1733403	Accounting –> Official Accounts –> Customer Code	CAIRS will not allow you to have duplicate accounts for the exact same date range associated to a Customer Code.  A message will appear that the duplicate records need to be changed before you can save the record.
1801003	Dynamic Billing	There was a problem with a dropdown field not refreshing properly.  The problem has been fixed and the field refreshes automatically.
1801703	Refinement – Equipment/Services	The following refinements resulted from a bug that was causing the total quantity available to not update either when equipment was being used or when it was being returned back to your on-shelf inventory. Refinement – We have refined the way CAIRS deals with returning equipment and/or services back into your active inventory.  If the delete date is set to the current date and the return policy is set to always, the item is added back into Total Quantity Available If the new equipment/service quantity is greater than before and the delete date is not set to the current date, CAIRS will deduct the item from the Total Quantity Available If new equipment/service quantity is same or less than before and the return policy is set to always, the item will be returned and the Total Quantity Available increased
1802304	Find Duplicate Calls	There was an issue with Find Duplicate Calls, if the process started running and CAIRS was shutdown, the duplicate calls would remain in the database.  If the process to Find Duplicate Calls was started again the duplicates would not be found.  Two things were fixed in the background that allows for duplicate calls to removed.
1802904	Configured Items > Set Management > Configured Sets	BUG – Fixed issue where newly created items were not showing up in the Detail List view
1805202	Refinement – Cisco Phones	When you access the number plan box to select a DN for a Cisco Set, we replaced the red x with the standard delete x seen throughout CAIRS.
1821403	Accounting – Official Accounts	A system setting was created behind the scenes to remove the Days Past Due, Current Account Standing and Current Status fields from appearing in the yellow status bar when viewing an Official account.  These fields only apply to Unofficial Accounts.
1826302	System Admin > Billing Settings > Funded Program Import Template	Multiple changes and updates to Dynamic Billing – supporting the alignment with Customer Code and Fiscal Year upon funding import structure – supporting the status of the official account upon import – supporting a new file structure for funding import
1829400	Accounting > Vendor Invoices and Media > Vendor Media Template	REFINEMENT – Added the ability to assign a default Call Type to the Vendor Charge Import Template
1830400	Accounting > Official Accounting > Customer Code	BUG – Fixed dropdown for a Customer Code that had a close date prior to today so it would no longer show a Invalid Selection
1830510	Switches > Number Plan	Refinements – Added Global Reporting Functionality to the Number plan Menu Item. – Added functionality to pull a Phone Number Usage Report through Global Reports through Number Plan menu item. – Removed the Site and Switch Views because of a conflict caused by adding the above Global Reporting functionality.
1831801	Configured Items > Set Management > Cisco Phones	BUG – Fixed permissions for adding a new Cisco Phone that were causing an error
1831905	Accounting > Official Accounting > Billing Run	BUG – Fixed issue that would clear out the Committed Date field when an unsuccessful rollback of a Billing Run was attempted
1832001	Accounting –> Vendor Media Import	Refinement – Added a check to make sure that the Dynamic Billing Manager and Vendor Media Import Manager processes do not run at the same time.  If one is running the other will wait until the process is finished to start.
1834503	Global Reports	Feature – Sometimes errors would occur in global reports when CAIRS would update from one version to the next because field names were either renamed or removed from the database.  These changes caused the Global Report to be broken with no way to resolve the errors except to delete the report and rebuild it.  Now, the report will load with the errors defined.  Once the errors are corrected you will be able to create the report.
1834702	Accounting > Official Accounting > Vendor Invoice	BUG – Added the missing permission needed for importing files on a Vendor Invoice record related to Dynamic Billing
1835401	Feature – New Bill Type “Adjustment”	Feature – We have added a new bill type called Adjustments.  This new bill type allows for adjustments to be applied to an account regardless of whether there are funds available.  Adjustments also allow for negative allotments to be applied to an account.
1900903	Subscriber Portal	An error was occurring when users tried to download an xlsx file from Subscriber Portal.  The versions of the file we referenced in code were not matching.  The version numbers match properly now and you are able to download xlsx files from the portal.
1901003	Feature – Dynamic Billing	Feature – There is a new column called Sort in the Column Mapping Panel of the Funded Program Import Template.  The sort allows for disjointed records to be properly imported.  In some reports, Accounts and their sub-accounts are not always listed together, being able to sort the file matched up the accounts/subs before the import occurs.  The user can define what fields will be used to sort the file.
1901704	Dynamic Billing	Feature – New Fields added.  In a Funded Program Import Template new fields have been added:  Billing End Date, Mission Funded, Customer Code, Fiscal Year Name, Customer Account Status. Please see our forum for the complete details:  http://forum.unique.net/t/line-of-accounting-imports/266
1901705	System Admin –> Work Flow Setup	A bug existed that allowed emails to continue to be sent even though the template was disabled.  We added additional code for all email templates to stop sending emails if the template is disabled.
1902303	Dynamic Billing –> Vendor Media Import	There was a bug that was preventing a second import from completing without having to close and re-open CAIRS.
1902400	Subscriber Portal > Billing Page > Summary Tab	BUG – Fixed the totals for the details link that were being replicated by the appearance of a phone number
1903300	Dynamic Billing – Vendor Invoices	Refinement – When running a bill for a vendor invoice, you can add additional billing periods.  The Fiscal Year dropdown will now display the billing periods with the associated fiscal year.  Before it was difficult to know what fiscal year the additional billing period was associated to because it was not listed in the dropdown.
1903301	Subscriber Portal > Password Validation	BUG – Fixed issues with Internet Explorer accepting the Password Validation process when using Forms Authentication and resetting the password for a Subscriber through Subscriber Portal
1903705	Accounting > Official Accounting > Funded Program	BUG – Fixed issue with Fiscal Year assignment upon Funding Structure import
1905212	Accounting > Official Accounting > Vendor Invoice	Refinement – Added a check to run at the time someone selects the Run Billing icon on a Vendor Invoice to make sure there isn’t already a Billing Run in progress for the Vendor Invoice.
1906603	Subscriber Portal > Billing Page (Dynamic Billing)	BUG – Fixed issue where detail did not match the total shown with the link
1906703	Dynamic Billing	BUG – Reinserted the OriginalChargeGUID field that was removed from the BillingPeriodImportedTransfer table by mistake.  Created a Database Utility to rebuild the data after the database has been updated to this version.
1907902	Global Reports	Refinement – Added the ability to map the Profile Main table and User Main tables through global reports.  Previously you could only map views that referenced those tables.
1907903	Subscriber Portal > Billing Page (Dynamic)	REFINEMENT – Move the Summary tab to load first when navigating the the Billing page in Subscriber Portal (dynamic billing only)
1907904	Global Reports	BUG – Fixed an issue that would default the field selection to a different table when you opened and edited a global report, by distinguishing a difference between the two tables that appeared to have the same name in the form.
1909102	Accounting > Official Accounting > Vendor Invoice	Refinement – Set Vendor Media Imports for Dynamic Billing to bill to the Circuit and not the Circuit Segment since there is no unique identifier for the segments which could cause some billing issues.
SP-1700042-01	System Admin > Work Flow Setup > Work Flow Custom Fields	BUG – Changed the default enum of data type for a work flow custom field from checkbox to text to better handle the renaming of those fields
SP-1700042-01	System Admin > Work Flow Setup > Work Flow Custom Fields	BUG – Changed the default enum of data type for a work flow custom field from checkbox to text to better handle the renaming of those fields
1811303	Accounting > Official Accounting > Billing Period	FEATURE – Insufficient Funds reports will now populate when a standard Billing Run is executed instead of just when Cost Transfers Billing Runs were executed.
1909810	Configured Items > Equipment and Services Pane	BUG – Fixed Site filter issue where assigned Equipment and Services were not visible after assigning and saving a record when the user was Limited by Site.
1912712	Subscriber Portal Dynamic Billing Page	BUG – Fixed the Excel export of Detail Call records in the Dynamic Billing Portal.
SP-1900013-01	Equipment & Services	Refinement – CAIRS will now use the SQLServer NOLOCK hint when querying the Inventory dropdown field fixing a time-out issue with the Equipment & Services dropdown.
1906703	Dynamic Billing	BUG – By mistake the Original Charge GUID was removed from the Billing Period Import Transfer, this has been corrected.
1912712	Subscriber Portal	BUG – In SP when you would go from one section to the next and back the data was slow to populate or would partially load.  A loading circle has been added to stay on the screen longer until properly loads, if the load takes longer than 10 minutes the process cancelled.