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Aria for Salesforce 3.20

Table of contents
  1. Release Information
    1. Salesforce Version
    2. Production Date
  2. Aria for Salesforce System Requirements
    1. Supported Browsers
    2. Screen Resolution
  3. Aria for Salesforce Features
    1. Master Plan Instance ID and Name Columns Displayed on the Enter Credit Memo Details Page (SFDCDEV-225)
    2. Clarity of Error Messages Improved (SFDCDEV-227)
    3. Updating Status of Supplemental Plans Enabled in Aria for Salesforce (SFDCDEV-228)
      1. Prerequisite
      2. Update the Supplemental Plan Status
    4. Rebill Functionality Added to Payments and Credits (SFDCDEV-230)
      1. Basic Tab
      2. Tax Addresses Tab
    5. Support for Cash Credit to Service Line Items (SFDCDEV-231)
    6. Enable or disable display of “Void Invoice” Link (SFDCDEV-232)
  4. Aria for Salesforce Fixes
    1. Service credit was returning error - "Invalid input" error (TICKET-508)
    2. Unsettle Dispute hold (TICKET-514)
    3. Not all plans are listed on the Selected Plans page (TICKET-562)
    4. Product field categories assigned were not represented during configuration (TICKET-563)
    5. Button color and locations updated in Add/Modify Plans section (TICKET-566)
    6. Pop-up not closing on configuration screen (TICKET-601)
    7. Credit history text had the wrong currency (TICKET-616)
    8. Select Plans checkbox was incorrectly disabled in Add/Modify Plans (TICKET-618)
    9. Commit was not working on some opportunities (TICKET-624)
    10. No ShippingCountryCode column on Account (TICKET-628)
    11. Credit Memo displayed Invalid Reason error code (TICKET-640)
    12. Title Tag shows "hello" on hover over (TICKET-641)
    13. The Aria Visible Plan to Profiles object was removed during installation and overnight jobs (TICKET-642)
    14. Coupon in Aria is missing in Salesforce (TICKET-643)
    15. Invalid Query Locator error (TICKET-644)
    16. Sync of Payment terms created multiple dates (TICKET-672)

Release Information

Salesforce Version

Version 3.20

Production Date

12/14/2016

Aria for Salesforce System Requirements

Supported Browsers

  • Chrome, most recent stable version
  • Firefox, most recent stable version
  • Internet Explorer 9, 10, 11
  • Safari 5, 6, 7 on OS X

Screen Resolution

1024 x 768 or higher

Aria for Salesforce Features

Master Plan Instance ID and Name Columns Displayed on the Enter Credit Memo Details Page (SFDCDEV-225)

The Master Plan Instance ID and Name are now displayed when entering credit memos. Previously, these columns were not present.  

Getting Here: Open an account > Aria Payments and Credits > Credit Memos tab > Create > Select an invoice > Next

MPI Name and No in Credit Memos 3.20.png

Clarity of Error Messages Improved (SFDCDEV-227)

Error messages throughout the application have been revised to present user-friendly messages. 

Updating Status of Supplemental Plans Enabled in Aria for Salesforce (SFDCDEV-228)

Changes to the interface and back-end functionality have been made to support changing the status of a supplemental plan in Aria for Salesforce. This aligns the connector's functionality with the Aria platform. 

This functionality is present in the Plan Selection and Configuration module when adding or modifying plans for an opportunity. Refer to Add or Modify Plans in Salesforce for more detailed information on this module.

Prerequisite

  • An opportunity must exist with a supplemental plan assigned to it

Update the Supplemental Plan Status

Getting Here: Open an account > Open an opportunity with supplemental plans > Add/Modify Plans

  1. Click Edit in the Plans Selection and Configuration module. 
  2. Select a supplemental plan. 
  3. Select Configure from the Action drop-down. 

Select Supp Plan 3.20 A.png

  1. Select a new status from the Subscription Status drop-down. 

New Supp Status 3.20.png

  1. Click Done. 
  2. Click Save. The status for your supplemental plan has been updated.

Rebill Functionality Added to Payments and Credits (SFDCDEV-230)

This feature enables the ability to create a rebill invoice to replace a previous invoice. This rebill credits the original invoice followed by an adjusted rebill invoice. Refer to Rebill an Invoice for additional details regarding settings and types of invoices that can be rebilled.  

Getting Here: Open an account > Aria Payments and Credits

Payments and Credits Button 3.20.png

  1. Click the Rebills tab. A list of invoices that are available for rebill displays. 

Note: If available, the tax amount displays for each line item.

Rebill tab Screen 3.20.png

  1. Select an invoice number. The details for the invoice display.
  2. Click Create a Rebill.

Click Rebill 3.20.png

  1. Select a Reason Code. This field is mandatory. Note that only Reason Codes defined with a type of Rebill display in this drop-down menu. See Create a Reason Code for additional information.

Create%20a%20rebill%20form%203.20.png

  1. Enter a Comment. 
  2. You can optionally change the service by clicking Change, if the service is not order-based or usage-based. You are limited to services with the same type as the one you are changing.
  3. You can optionally change the values in the Units and Rate fields for each line item. When you are rebilling a charge that is not usage, the unit must be a whole number. The maximum rate amount cannot exceed the amount of the line item.
  4. Click the pencil icon to optionally add or change the purchase order number or the tax addresses for the line item. These tax addresses are defined in your Account Contacts. Note that changing the tax address can change the tax calculation for the rebill. Clicking this icon also displays a checkbox with the option Do not bill this line. Checking this option changes the units, rate, and amount to 0 and prevents further edits to the line until the box is unchecked. 

Basic Tab

Basic tab 3.20.png

Tax Addresses Tab

tax Addresses 3.20.png

  1. Click Save. The original invoice is marked with a pay date, and a new invoice displays. 

Rebill Details screen 3.20.png

Support for Cash Credit to Service Line Items (SFDCDEV-231)

This feature enables applying cash credits to services invoice line items. Refer to Create Credits for more information.

Getting Here: Open an account > Aria Payments and Credits > Credits tab

  1. Select Cash Credit for Credit Type. 

Cash Credit 3.20.png

  1. Select Subscription ID. The options included in this drop-down are the master plans that have been committed to Aria. The Subscription ID indicates to which plan the credit applies. 
  2. Select a Credit Reason. Note that only Reason Codes defined with a type of cash credit display in this drop-down. See Create a Reason Code for additional information.
  3. Enter any additional comments in the CSR Comments field, if applicable.
  4. Select Services (invoice line-items) for Apply Against and input Credit Amount. Selecting this option presents a list of all unpaid charges on the account. Enter an Amount for the applicable charges. Credit Amounts Services Line 3.20.png
  1. Click Create Credit. A confirmation screen displays. 

Cash credit Conf Screen 3.20.png

  1. Confirm your entries. Click Back if you need to make changes.
  2. Click Create Credit. The cash credit is immediately applied to the account's balance. 

Enable or disable display of “Void Invoice” Link (SFDCDEV-232)

This feature adds the ability to enable or disable the Void or Del link from displaying for invoices. This disallows certain roles to void or delete invoices.  

Getting Here: Aria General Configurations > Custom Permissions

Void Link Users 3.20.png

  1. For each option, enter the custom permission set. Entering the permissions into the Service Credit or Cash Credits line allows those users access to these functions. Entering the permissions into the Disable Void Link or Disable Del Link disables these links on those screens for those users.  
  2. Click Save. These permissions are applied to the application. 

Aria for Salesforce Fixes

Service credit was returning error - "Invalid input" error (TICKET-508)

An “invalid input" error was returned when creating a new service credit due to incorrect reason codes supplied by the corresponding API call. The API get_reason_code_m has been implemented to provide the correct reason codes for service credits. 

Unsettle Dispute hold (TICKET-514)

The system was incorrectly reporting that previously created dispute holds were settled due to the use of deprecated API.  The API call has been updated to use the new API settle_dispute_hold_m.

Not all plans are listed on the Selected Plans page (TICKET-562)

This issue occurred due to bad data related to client plan service and rate tiers with specific client plans. This data caused other plans to be displayed on selected plan page. This issue has been addressed by adding new checks in our connector code.

Product field categories assigned were not represented during configuration (TICKET-563)

Supplemental fields did not follow the categories assigned during plan configuration. Logic has been corrected in the code to address this issue.

Button color and locations updated in Add/Modify Plans section (TICKET-566)

The color and alignment of the Yes and No button has been updated to be consistent with other locations in the user interface. 

Pop-up not closing on configuration screen (TICKET-601)

A Javascript error was preventing a pop-up from closing on the supplemental plan configuration screen. The Javascript method has been updated to close the pop-up.

Credit history text had the wrong currency (TICKET-616)

The credit history text had the wrong currency due to a custom label. The page has been updated to display currency per the plan. 

Select Plans checkbox was incorrectly disabled in Add/Modify Plans (TICKET-618)

When adding a new billing group and plans in Add/Modify Plans, errors were occurring that disabled the select plan checkboxes but allowed a user to click Next. Logic has been updated to ensure that if there are no plans available for selection, the Next button is disabled. 

Commit was not working on some opportunities (TICKET-624)

This issue occurred with opportunities with plans having multiple (30-40) services and rate tiers due to a fix implemented for invalid query locator for a Salesforce limitation. The code has been updated to handle the Salesforce limitation (Invalid query locator) without impacting rate tiers or any other module. 

No ShippingCountryCode column on Account (TICKET-628)

A SOQL error was occurring when a person account was enabled but the country state was disabled. This use case was addressed by updating the SOQL query.

Credit Memo displayed Invalid Reason error code (TICKET-640)

While creating credit memo, a user received an invalid reason code error. This was due to the connector sending a hard-coded value each time a credit memo was created. The code has been updated to send the selected reason code in the API.

Title Tag shows "hello" on hover over (TICKET-641)

This "hello" text was was the title for the Apex column in the VisualForce page. This unnecessary text has been removed from the VisualForce page.

The Aria Visible Plan to Profiles object was removed during installation and overnight jobs (TICKET-642)

The Aria Visible Plan to Profiles object was resetting at the time of client plan refresh from Aria. The client plan sync code has been updated to prevent the Aria Visible Plan to Profiles object from resetting.

Coupon in Aria is missing in Salesforce (TICKET-643)

When refreshing plans from Aria, coupons that were linked to master plans were not correctly syncing. The code has been updated to refresh all coupons related to only accounts and to master plans.

Invalid Query Locator error (TICKET-644)

A join query used to access account rate tiers with account plans was failing when a single account plan had more than 40 account rate tiers. The code has been modified to address this issue.

Sync of Payment terms created multiple dates (TICKET-672)

During the get_payment_terms_m API call, dates were created from two different organizations in Aria. The API has been updated to remove the additional date.

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