Release 44

• In Crescendo, the workflow in the UI was modified to honor the Change Promo Code save functionality accessible in Accounts > [select Account] > Account Overview > Promo Code tab. A condition was corrected where, in Crescendo, promo codes were affixed at the MPI level; whereas in A6, this is accomplished at the account level. (TICKET-16189)

The redesign of this functionality resulted in the following UI changes: 

• The Promo Code tab is removed from the Account Overview screen (Accounts > [select Account] > Account Overview tab) and is now available as a link at the “Master Plan Instance (MPI) details” screen for modification (Accounts > [select Account] > Plans > [Plan instance ID hyperlink). 
• During Account Access configuration, the user access level for the Promo Code hyperlink can be modified under “Plans” (Configuration > Security > Account Access > Plans).
• For Account Access configuration data migration, the “Minimum CSR Level“ and “Display“ values set in the Configuration > Security > Account Access > Account Overview > Pages > Promo Code tab are automatically migrated to the new “Promo code” hyperlink introduced in Configuration > Security > Account Access > Plans > Pages > Plans.  

In addition, the following security viewing/editing privileges are applicable for Promo Code functionality: 

• In the MPI details screen, if the level of the logged-in user is less than the minimum CSR level set for the Promo Code link, then Promo Code screen entry will appear as normal text rather than as an active hyperlink. For example, if the minimum CSR level set for Promo Code is “Basic CSR” and the logged-in user has “View-only CSR” role privileges, then in this case, the user would not have editing privileges. 
• If the role of the logged-in user is View-only CSR and the level is equal to or more than the minimum CSR level set for Promo Code, then the user should be able to view the Promo Code information but should not be able to update it.
• If the role of logged in user is Basic CSR and the level is equal to or more than the minimum CSR level set for Promo Code, then the user should be able to view the current Promo Code detail as well as modify it.

• A back-end enhancement now ensures that, for generating a billing group invoice with multiple collection account groups, the invoice is generated only against the collection account group mapped to the primary payment method. (TICKET-18804)
• When creating a contract (Accounts > search for account > Plans > Contracts > Create a New Contract), the supplemental plan instance (SPI) associated with an account master plan instance (MPI) is now included for contract selection. (TICKET-18807)
• The workflow for Account Template creation via Configuration > Client Settings > Account Creation has been modified so that it correctly validates that a Master Plan has been properly added to the configuration as required. (TICKET-18838) 
• The ‘Add Supplemental Plan’ option within the ‘Add New Plan’ UI can now be utilized for Master Plan Instances that have a retroactive start date (Accounts > search for account > Plans > Add New Plan). (TICKET-18842)