6.7 Release

Breaking Changes

  • CUSI Mobile Service Orders now requires API v1. Update client settings when upgrading to this version.

Potential Breaking Changes

  • Custom Customer Payment History Reports:

  • Custom reports of this type with a custom procedure that calls cusip_CustomerPaymentHistory_rpt will need additional columns added to their temp table.

  • IsReversed, IsTransferred, IsTransfer are the new columns that need to be added to the custom wrapper temp table. All are BIT data type.

  • Custom Contract Payment Schedule Reports:

  • Custom reports of this type with a custom procedure that calls cusip_ContractPaymentSchedule_rpt will need additional columns added to their temp table.

  • ContractNo and ContractMemo are the new columns that need to be added to the custom wrapper temp table. Each are of NVARCHAR data type, with maximum lengths of 50 and 200 respectively.

  • Custom Rate Code List Reports:

  • Custom reports of this type with a custom procedure that calls cusip_RateCode_rpt will need additional columns added to their temp table.

  • January, February, March, April, May, June, July, August, September, October, November, December are the new columns that need to be added to the custom wrapper temp table. All are Decimal(20,5).

  • Communication Preference Message Templates:

  • In the event that an email template is configured for AutoPay or NSF under System Settings in Server Configuration, the corresponding message template selection will be disabled in company and community communication message template setup. The configured HTML template file from Server Configuration will be used instead.

  • If a template file is configured but not found in the file system while processing communications, UMS will instead use the selected in-app template from the database for company and community.

Changes in Behavior

  • WebView2 control is now a pre-requisite for UMS Client installation.

  • UMS Database installer now uses the collation setting of the SQL instance it is installed on.

  • Viewing bank account numbers in the Account Control Panel for customers with Bank Draft AutoPay requires a user with “Delete” permissions for the Process Auto Payments activity to verify their credentials. Admin users continue to have permission.

  • External service order export data has been extended with additional entity IDs. For upgrades from previous versions, these IDs will not be automatically populated on database migration. This should have no effect in normal operation since the standard consumer before this version (Elements) does not expect these IDs to be present anyway.

  • The Contract Payment Schedule report displays two new fields: Contract Number and Contract Memo. The procedure now takes an additional input parameter of ServiceLocationContractID.

  • For manual meter read entry, UMS will now consider a meter to be read with zero usage if the same reading or read date is manually re-entered.

  • Service orders created from Shutoffs now link transmitters automatically if those transmitters are installed with one or more meters at the same inventory location. This does not apply to external service order providers.

Features

  • Added Disallowed Pay Methods feature to control core payment methods at the customer level.

  • Added IBM Maximo as an available external service order provider.

  • Added Cartegraph OMS as an available external service order provider.

  • #2710: Added an Adjustments Report under Financial Reports.

  • #2769: Added the new company setting: “Hide old rate tiers”, which will be false/unchecked by default. This setting will control whether old rate tiers will be displayed in the tier lists for applicable rates. A rate tier will be identified as old when other tier(s) exist for the same tier number, meter size or multi-fixed item, and a later effective date; not in the future from the current date.

  • #3146: Added a Deposit Transfer History Report under History Reports.

Enhancements

  • Extended several API endpoints to produce additional data for improving integration development.

  • #376: Improved data sorting on Enter Meter Readings screen when filtered to meter changeouts.

  • #2724: Added logging for auto-pay notice emails in Account Notes.

  • #2727: Added a sum of Quantity to the Payment Totals summary on the Posting Totals report.

  • #2762: Enabled date selector in customer payment history report dialog from ACP History tab.

  • #2764: Added the ability to set custom subjects for statement emails.

  • #2766: Added a checkbox to indicate whether a device is turned on in Manage Installations.

  • #2768: Added a new company option that sets the default value for the “Remove recurring payment details” checkbox in the Review Calculations section of the Final Bill Wizard.

  • #2842: Added a new API endpoint to list inventory items for a company.

  • #2888: Added a new API endpoint to list locations for a company.

  • #2926: Added a new API controller to handle external service order exports, with endpoints to list and update export status of external service orders.

  • #2934: Added a new API controller to handle inventory models.

  • #2944: Report filter parameters are saved between report selections.

  • #2971: The Rate Code List report now displays tier information for “Conservation Tier by Month” rates.

  • #3014: Added a new UMS activity (Setup External Service Orders) to control access to external service order API endpoints.

  • #3166: Added Transaction Code Summary, Payment Source Summary, and flags for transferred/reversed/transfer payments to the Customer Payment History Report.

  • #3204: Increase, Transfer, and Adjust options in the Deposit Master dialog are now disabled for voided deposits.

  • #3214: Added a new warning when attempting to process an NSF fee for the non-primary account in a multi-account payment.

  • #3620: Added Contract Number and Contract Memo to the Contract Payment Schedule report.

  • #7532: Updated the labels for “transferred”, “reversed” and “transfer” payments in the Customer Payment History report to be more distinct.

  • #7567: Restored the ability to use custom HTML email templates for AutoPay and NSF Notices when set in UMS Server Configuration > System Settings.

Fixes

  • #2839: Fixed an issue with the Edit Company Notes Form causing it to update incorrectly when changing the Note Type.

  • #2860: Fixed an API issue which would cause portal security settings to not save correctly.

  • #2980: Fixed an API issue where attempting to retrieve information about a customer without phone details would cause an exception.

  • #3003: Fixed various inconsistencies in inventory items endpoints on the API.

  • #3103: Fixed an issue that ignored an inventory item’s disposition when installing via API calls.

  • #7536: Fixed an issue where adjusting budget bills would not save the adjusted consumption amounts for certain bill plans.

  • #7819: Removed nonfunctional “Statement” option from “Note Used For” when creating location notes from the ACP.

  • #7893: Fixed an issue where the CYMA export process would not end correctly under certain conditions.