Release 15.0

Recurring Flag Sent to Braintree only after Successful Payment ​(DEV-8710​)

Aria now sends the recurring flag (to identify a transaction associated with a subscription billing model) to the Braintree payment gateway only after a successful payment transaction. This is required to comply with Visa and MasterCard's rules that apply to Braintree.

Plan Visualization (DEV-8775)

1. Click on the Account's "View Account Hierarchy" link.

2. The Account Hierarchy Overlay screen is displayed. Click on the selected account's "View Details" link.

3. A pop-up screen displays the account card's Account Number, Last Invoice Date, Last Invoice Amount, Service Credits, and Plan Instances. Click on the account card's Plan Instances "View All" link.

• Aria-assigned number, and description.
• Client-defined identifier.
• Primary Payment description.
• Secondary Payment description.
• Statement Contact.
• Notification Method. 

B.) Master Plan Instance(s) associated with a selected Billing Group.

C.) A graphical representation of the Master Pan Instance, and any Supplemental Plan Instance(s) associated with the selected Billing Group. The Plan visualization includes:

• A colored dot indicating the Master / Supplemental Plan Instance(s) current status:

	Active, or Active Non-Billable
	Inactive, Pending Activation, Pending Cancellation, Pending Installation, Pending Termination, Suspended, or Trial
	Terminated or Canceled

• Plan Name
• Plan Number
• Number of Units purchased.
• Rate Schedule name

4. Click on the Master or Supplemental Plan Instance(s) "View Details" link. 

A Plan Details popup screen displays detailing the Master or Supplemental Plan Instance's:

• Last Bill date.
• Bill Through date.
• Usage Bill Through date.
• Next Bill date.
• Dunning State. (only for Master Plan Instances)

5. Click on the Plan Detail's X to close the Plan Details popup.

6. Click on the Master Plan Instance field's drop down arrow to view and select additional Master Plan Instances associated to the selected Billing Group for payment responsibility.

7. Click on any of the Master Plan Instances in the drop-down to refresh the screen's plan display.

8. Click on the Plan(s) "View Details" link to view specific billing information for the Master/Supplemental Plan instance(s) as described in Step 4.
9. Click on the Billing Group field's drop-down arrow to view, and select other Billing Groups associated to this account.

10. Click on any additional "Billing Groups" associated to this account.

11. Click on the "Back to Account View" link to return to the Account Hierarchy Overlay screen.

New Parameter Controls Bill Through Date of Supplemental Plans (DEV-8866)

The new parameter Override Bill Thru Date Supp Plan Behavior allows you to specify the behavior of the bill through date of supplemental plans (mandatory or intentionally selected) when you assign them at the same time as their master plan. You can select either of these options for the parameter:

• Align supplemental plans to next monthly bill day: The bill through date of any supplemental plan assigned at the same time as its master plan will be adjusted to match the next possible billing date based on the bill day of the master plan (regardless of the supplemental plan's recurring billing interval).
• Align supplemental plans by backtracking from master plan renewal date: The bill through date of any supplemental plan assigned at the same time as its master plan will be backtracked from the master plan’s bill through date so that the supplemental plan and master plan will be renewed at the same time.

To set the parameter, click Configuration > Billing > Invoice Settings.

Examples:

If you call the assign_acct_plan_m or update_acct_plan_multi_m API on 4/6/2018 to assign a quarterly supplemental plan and an annual master plan and you pass in an override_bill_thru_date of 3/28/2019:

New Parameter Allows you to Collect or Skip Collection against MPIs in Dunning (DEV-8867)

The new parameter Skip Invoices with MPI In Dunning During Batch Collections allows you to specify whether to exclude master plan instances (MPIs) that are in a dunning state from Aria's daily batch collection job. If you set the parameter to True, Aria will not attempt collection against MPIs in a dunning state during the batch job. If you set the parameter to False, Aria will attempt collection against MPIs in a dunning state during the batch job for any MPI that has a new, unpaid invoice.

Example: You may choose to set the parameter to True if you want action to be taken on a delinquent account based on your specified dunning process instead of having Aria attempt another collection.

To set the parameter, click Configuration > Billing > Invoice Settings. (You may need to go to the second page of parameters to find Skip Invoices with MPI In Dunning During Batch Collections.)