Enhancements and fixes to Aria functionality for this release are described below.
6/7/2017
Java 7.0
1024 x 768 or higher
This feature provides a new version of the Account Search functionality. The previous search screens have been condensed into a new streamlined search. In addition to this streamlined search, a record of recent searches is saved and made available to quickly and easily review results from recent searches without having to re-enter parameters.
Finally, to maintain backward compatibility and offer clients similar functionality to what was available previously, recently accessed accounts and recently created accounts are available in their own tabs.
Getting Here: Click Accounts > Search
The revised search user interface has five tabs.
The Search tab allows you to either select an account field from the drop-down menu, or to search for one in the search box provided. The Search Value box allows you to either select or enter a value depending on the Search Field you specify. After executing a search and returning to this screen, the last search field values are displayed on the screen.
The search returns all accounts where the Search Value matches your input. If there is only one matching account, the account displays without displaying the search results screen.
Notes: The search options that had displayed in the left navigation pane have been moved to the Search Field drop-down.
Client-Defined Fields, Plan Instance Fields, and Plan Unit Instance Fields were previously automatically available for searching. With this feature, you must now request that Aria Customer Support configure which Client-Defined Fields, Plan Instance Fields, and Plan Unit Instance Fields display in the Search Field drop-down.
The Advanced Search tab allows you to specify a Condition for the Search Field. Available conditions vary depending on the Search Field you specify, but can include "Equals", "Does Not Equal", "Contains", "Is Empty" and so on.
This tab also allows you to add additional Search Fields by using the Secondary Search Option. If you select "And" or "Or" from this drop-down menu, you can specify an additional field to use in your search. After executing a search and returning to this screen, the last search field values are displayed on the screen.
Note: If you select Client-Defined Field, Plan Instance Field, or Plan Unit Instance Field from the Search Field drop-down, you cannot enter a secondary search option.
The Search History tab displays a list of the last 10 account searches you've performed and allows you to click on any set of search criteria to perform the search again.
The Recently Accessed Accounts tab displays the accounts you have most-recently viewed and allows you to view the account or any of its master plans.
The Recently Created Accounts tab displays the accounts you have most-recently created and allows you to view the account or any of its master plans. You can sort and filter the columns on this page. See Sort and Filter Columns for more details.
This feature enhances how surcharges are created and changes how they are processed. Surcharges associated with a payment method or payment term are now calculated before taxes are applied and are then taxed with any other taxable charges. Surcharges can now be included in credit memos and rebills.
Additionally, the Create a Surcharge screens have been modified to enhance usability.
Getting Here: Click Products > Surcharges
Notes:
1) Fields that are marked by a red asterisk are required. Be sure to enter values in all required fields on all tabs or you won't be able to save the surcharge.
2) The Translations link enables defining a translation for the field for an associated locale. Refer to Multi-language Translation for Product Elements for more information.
| Surcharge Name | Indicates the name of the surcharge. |
| Client Defined Identifier | A unique ID for the surcharge that you can define for future reference. If you do not enter an ID in this field, the application defaults this value as the surcharge name with underscores. |
| Description | Provides a description of the surcharge. This is for internal purposes and is not visible to your customers. |
| External Description | The description of the surcharges that your customers see on their statements. |
| Assignment Level | Indicates if the surcharge is applied to the Account, the Master Plan Instance, or both. |
![]() | Application Scope | Defines the plans and charges to which the surcharge applies. By default, if a plan is not selected, the surcharge is applied to all plans and services.
|
| Apply to Invoice | Allowable values are as follows:
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![]() | Present the surcharge as a separate invoice line | Indicates how the surcharge is displayed on the invoice. A surcharge can be included with the original line item, or it can be added to the invoice as a separate surcharge line item. |
![]() | Tax Group | Defines the tax group used for calculating taxes against the surcharge. This field only displays if Present the surcharge as a separate invoice line is checked. Surcharges are always applied on pre-tax amounts unless the price is tax-inclusive. In this case, you must ensure that the surcharge applies only to tax-exclusive items, or double taxation occurs. |
![]() | Revenue Account GL Code | Indicates the revenue account general ledger code for the surcharge. This field only displays if Present the surcharge as a separate invoice line is checked. |
![]() | Account Receivable GL Code | Indicates the account receivable general ledger code for the surcharge. |
| Rate Calculation Method | Indicates whether the surcharge fee is a fixed amount or a percentage of the invoice charges. The fee is calculated as the net line item total for the selected services. |
| Rate Schedule Name | Enter a name for the rate schedule. |
| Currency | Enter the currency type (e.g. USD, CAD...etc.) |
| Minimum Surcharge to Apply | Specify the minimum surcharge to apply. This amount is charged if the rate tier calculation is lower than this amount. |
| Rate Tiers | Provide the information for the rate tier. If the Description field does not display, set the Use Rate Tier Descriptions parameter to True (Configuration > Client Settings > Miscellaneous Settings). Click the Add Rate Schedule button to have multiple rate schedules. |
| Include zero in rate tier | If Yes is selected, zero value is considered in the rate tier. If No is selected, zero value is excluded from the rate tier. |
Upon defining the surcharge, click Save. The surcharge is created and displays in the list view on the Surcharges screen.
Note: The API portion of this change was implemented as part of Surcharge Enhancements - API (DEV-8241).
This feature adds the option to select an alternate bill day in the user interface when generating an initial invoice for an account, billing group, or a master plan instance. This option does not display for advanced invoices or if an invoice has already been generated for the account, billing group, or a master plan instance.
Note: This functionality is available with the gen_invoice_m API. This feature only adds the functionality to the user interface.
For example, the Alternate Bill Day dropdown does not display when generating an invoice for an account if any of the billing groups for the account have already been invoiced. The dropdown does display if no invoices have been previously generated for the account.
Getting Here: Click Accounts > search for an account > Statements & Invoices > Invoices tab > Generate Invoice
Selecting an Alternate Bill Day sets a bill day that is different from the current date. After selecting the alternate bill date, an invoice is generated for the period between the current date and the alternate bill date. Refer to Generate an Invoice for more information.
Note: Information in the user documentation reflects the Production instance. Since this feature is in Stage Future, the information in the Generate an Invoice article linked above does not include the Alternate Bill Day information.
The Chase Paymentech payment gateway now supports the use of soft descriptors. Soft descriptors are an additional text field that can be specified when configuring a payment gateway. The value in this field can appear on credit card statements to replace the configured client name. This can be useful if a client has several businesses. For example, ABC Enterprises might want "ABC Hardware" to appear on their account holder statements.
The soft descriptor fields can be specified at the payment gateway and on any collection group assigned to the Chase Paymentech payment gateway. The fields are as follows:
Getting Here: Click Configuration > Payments > Payment Gateways > New > Chase Paymentech
The Chase Paymentech Create New Payment Gateway screen displays with the Soft_descriptor and Soft_descriptor_customer_service fields available in the Options section.
Getting Here: Click Configuration > Collection Groups > New
Any collection group assigned to the Chase Paymentech payment gateway displays with the Soft_descriptor and Soft_descriptor_customer_service fields available in the Advanced Options section.
Note: The API portion of this change was implemented as part of Chase Paymentech Soft Descriptors - API (DEV-8072.
Chase Paymentech Account Updater is now available in Aria Crescendo. Full documentation is available at the following link:
The Paymetric payment gateway now supports the Moneris processing bank cartridge for Canadian currency (CAD) transactions. Note that any clients who want to configure Moneris as their cartridge must specify this when they set up their collection group for this payment gateway.
This feature makes two changes to how dunning is handled.
For new clients, the default value for this parameter is True. For existing clients, the initial value for this parameter is False, to maintain consistency with the previous behavior.
Contact Aria Customer Support to change the value of this parameter.
This feature enables statement creation for invoices without line items. An optional and configurable invoice setting has been added that designates a service to use on invoices without line items. This service is added as a zero amount line item for each plan associated with the invoice.
Aria Crescendo uses the line item(s) in an invoice to generate statements. In some cases, a statement is needed even if the invoice does not have a line item. For example, a client may want to send a statement for an account with usage, though no usage occurred in the billing period.
Getting Here: Click Configuration > Billing > Invoice Settings
Note: The service selected must not have a rate schedule associated with it.
This feature enables the user interface to display the agreement ID even when the agreement ID is entered into the system using the create_acct_complete_m API. Previously, when using the API, the agreement ID did not display in the user interface.
Getting Here: Click Accounts > Search for and select an account > Plans > Billing Groups tab
This features add the option to include the previous statement sequence number to a rebilled invoice. To add this parameter to your email template(s), contact Aria Customer Support.
This feature enables rebilling invoices that are in the current billing cycle. For more information on rebilling invoices, refer to Rebill an Invoice.
This feature adds a new field to the create_acct_complete_m API that allows clients to assign surcharges using a client-defined surcharge ID.
Name | Type | Description |
---|---|---|
client_surcharge_id | String | Client-defined identifier for the surcharge. |
This feature also enhances how surcharges are created, and how they are processed. Surcharges associated with a payment method or payment term are now calculated before taxes are applied and are then taxed with any other taxable charges. Surcharges can now be included in credit memos and rebills.
The Chase Paymentech payment gateway now supports the use of soft descriptors. Soft descriptors are an additional text field that can be specified when configuring a payment gateway. The value in this field can appear on credit card statements to replace the configured client name. This can be useful if a client has several businesses. For example, ABC Enterprises might want "ABC Hardware" to appear on their account holder statements.
The soft descriptor fields can be specified at the payment gateway and on any collection group assigned to the Chase Paymentech payment gateway. The fields are as follows:
The <soft_descriptor> field is an existing input field on several APIs. The <soft_descriptor_customer_service> field is a new input on the same set of APIs. Specifying either of these fields on an API overrides the value specified at the payment gateway or collection group. You can specify a value in either of these fields for accounts assigned to either the Chase Paymentech payment gateway, or any other payment gateway that supports soft descriptors.
Field Name | Field Type | Max Length | Description |
---|---|---|---|
soft_descriptor_customer_service | String | 13 | Transaction description shown on the buyer’s statement that displays a city for card-present transactions or a phone number for card-not-present transactions. This field is ignored if not supported/certified by the payment processor. |
APIs that use the <soft_descriptor> and <soft_descriptor_customer_service> fields are as follows:
This feature removes validation of the <bill_agreement_id> field in the create_acct_complete_m API when using Purchase Power or Reserve Account payment methods. This field is where the Reserve Account Number and Purchase Power Number fields are entered when using those payment methods. The API now allows entry of alphanumeric strings in these fields.
The get_all_client_receipt_ids_m API now includes the client-level receipt IDs created for multiple accounts using the bulk_record_usage_m API and account-level receipt IDs created for an account using the record_usage_m API.
This feature adds two new input fields to the validate_payment_information_m API, and updates certain field validations.
Two new input fields, <billing_group_no> and <client_billing_group_id> have been added to this API. Only one of these two fields can be submitted with this API call.
Field Name | Field Type | Max Length | Description |
---|---|---|---|
billing_group_no | long | 22 | Billing group number |
client_billing_group_id | string | 100 | Client-defined unique identifier for the billing group |
The following changes to validation of this API have been implemented:
This feature adds the ability to query customer accounts using the <processor_payment_id> field of the Object Query API get_payment_details_m.
This feature has moved the following proration fields from the <plan_service_proration_results> array to the <invoice_item_details> array in the update_acct_plan_multi_m API:
This move supports the combined invoice feature by reflecting the "combined" invoice sub-period on each line.
Stage Current
US | https://secure.current.stage.ariasystems.net/api/Advanced/wsdl/11.0/complete_m-doc_literal_wrapped.wsdl |
EUR | None |
Stage Future
Production
US | https://secure.ariasystems.net/api/Advanced/wsdl/11.0/complete_m-doc_literal_wrapped.wsdl |
EUR | https://secure.prod.cph.ariasystems.net/api/Advanced/wsdl/11.0/complete_m-doc_literal_wrapped.wsdl |
Stage Current
US | https://secure.current.stage.ariasystems.net/api/AriaQuery/wsdl/11.0/integration_services_m-doc_literal_wrapped.wsdl |
EUR | None |
Stage Future
Production