4/29/2015
Home > Aria6 User Documentation > Aria6 Release Notes > Aria6 Release 6.33
Aria6 Release 6.33
Aria6 Release 6.33
Table of contents
Release Date
Production
Aria6 System Requirements
Supported Browsers
- Internet Explorer 9, 10, 11
- Firefox 32
- Chrome 38
- Safari (Mac)
Java Settings
Java 7.0
Screen Resolution
1024 x 768 or higher
Aria6 Features
New Coupon Groups Module and Enhanced Discount Rule Module (DEV-4692)
A new Coupon Groups module has been added to Aria6 which allows you to create and manage coupon groups (Marketing > Coupon Groups). The Discount Rule module (Marketing > Discount Rules) has also been enhanced to allow the ability to control whether a discount is applied on the net or gross amount of a charge.
New Coupon Groups Module
Previously, coupons in Aria were applied in the order that they were assigned. Through the new Coupon Groups module, you are able to add coupons to coupon groups and define the precedence of each coupon group. When two or more coupons are applied to an account, the order in which the coupons are applied is decided by the precedence of the coupon group mapped to it.
For intuitive navigation, the Coupon Groups page displays records in the order of their precedence (higher precedence at the top).
From the Coupon Groups page, you can create new, and manage existing, coupon groups.
With this new feature, you can add or remove a coupon from a coupon group at any time, even if the associated coupon is already assigned to an account. Likewise, deleting a coupon group only deletes the mapping between the coupon group and the coupon, and not the actual coupons.
Note: A new itemCouponGroupName replacement string has also been implemented to support statements, preview statements, and Aria XML statement templates.
For more information on coupon groups, refer to the Create a Coupon Group article.
Enhanced Discount Rules Module
To further support this new functionality, the Discount Rules module has also been enhanced to allow you to specify whether the coupon code discount should be applied on the gross amount or net amount, when multiple discounts are applied to the same line item.
Now, if you select the Add a separate discount line item toggle under the Invoice Display Method field, additional options display, allowing you to specify the scope of the coupon application.
If you select Add a separate discount line item, you must now choose the discount behavior, then choose whether you would like to use the same service code as the “charge” line item, or use a specific service code. If you choose to use a specific service code, you will be prompted to select the service.
For more information on discount rules, refer to the Create a Discount Rule article.
Please refer to the Aria API Release 6.33 for related API changes.
Enhanced Coupon Ordering and Discount Rule Logic (DEV-4840)
In conjunction with the new Coupon Groups module, the Coupons tab (Accounts > Payments & Credits > Coupons) has been enhanced to list coupons in ascending order of the coupon group’s precedence.
The order in which coupons are applied to an invoice has also been modified to apply in ascending order of the coupon group’s precedence.
Note: If a coupon has not been assigned to a coupon group, or the coupon has been assigned to a coupon group with no set precedence, then this new logic will not apply.
Additionally, when discount rules are created in a separate line item with the discount behavior as “net amount,” the associated coupons will now be applied to the net amount instead of the gross amount.
New Invoice Reviewing and Posting Capabilities (DEV-4666)
New functionality has been introduced that allows you to review a subset of your generated final invoices (i.e. not pending) and either post these invoices to a General Ledger/external finance system or void them. To implement this feature, you must first specify whether manual posting of invoices is required at the client and account levels.
Implementing this Feature at the Client Level
You can specify whether invoices need to be manually posted to a General Ledger/external finance system by setting the Invoice Posting Method client parameter.
Getting Here: Click Configuration > Billing > Invoice Settings
- Select the Invoice Posting Method invoice setting.
- Choose one of the following options from the Value drop-down:
- Auto post all invoices: all invoices are automatically posted to the General Ledger or external finance system. This is the default setting.
- All invoices require manual posting: all invoices are initially unposted.
- Only invoices paid via non-electronic payment method require manual posting: only invoices with non-electronic payment methods (e.g. net terms) are initially unposted.
Note: The setting selected here can be overridden at the account level for specific accounts. Refer to the "Implementing this Feature at the Account Level" section below.
- Click Save.
Additional Client Level Invoice Setting Parameters
Three additional client parameters have also been implemented under Configuration > Billing > Invoice Settings for additional configuration:
- Suppress sending statements for invoices that require manual posting: Suppresses the sending of statements upon invoice generation if manual posting is required for the corresponding invoice (i.e. if the invoice’s posting status is set to “unposted”).
- Suppress payment collection for unposted invoices: Suppresses the automatic collection of electronic payments at invoice generation if manual posting is required for the corresponding invoice (i.e. if the invoice’s posting status is set to “unposted”).
- Suppress account dunning due to unposted invoice balance: Suppresses the initiation of dunning processes if an invoice posting status is “unposted” and there is a balance due on the account as a result of the invoice.
Note: The default setting for the above parameters is Yes.
Implementing this Feature at the Account Level
Note: Before you can implement this feature at the account level, you must first speak with your Aria Customer Support Representative to have the Invoice Posting Method module enabled.
Getting Here: Click Accounts > search for an account > Account Overview > Invoice Posting Method
- Select one of the following options from the Invoice Posting Method page:
- Auto post all invoices: all invoices are automatically posted.
- All invoices require manual approval: all invoices are initially unposted.
- Only invoices paid via non-electronic payment methods require manual posting: only invoices with non-electronic payment methods (e.g. net terms) are initially unposted.
- Follow the standard client defined setting: the client defined setting is applied for this account.
- Click Save.
Note: The account level setting overrides the standard client setting for the specified account.
Enhanced Invoice Details Screen
A new Posting Status field has been added to the Invoice Details screen (Accounts > Statements & Invoices > Invoices > select an invoice). This new Posting Status field will either display as Posted (shown below) and list the date, time, and user that posted the invoice, or it will display as a drop-down with a default value of Unposted.
When an invoice is in a posting status of “Unposted,” you can choose to post the status by selecting Posted from the drop-down.
Note: Once this field is marked as “Posted,” this status cannot be changed.
Any invoice with a posting status of “Posted” will be extracted from Aria to be sent to the General Ledger/external finance system in the next scheduled batch job.
Enhanced Invoices Screen
Three new columns have also been added to the Invoices screen (Accounts > Statements & Invoices > Invoices) to display the posting status, posting date, and which user posted the status for each invoice.
Note: The Posted By column displays a value of “System” when the invoice has been automatically posted. If a user manually posts the invoice, his or her name displays.
Refer to the Invoices Screen article for additional instruction on invoice management.
New Invoice Posted Event
Additionally, a new Invoice Posted event has been implemented within Configuration > Notifications > Events > Financial Transactions. This event will only be triggered when an invoice is manually changed from a posting status of “Unposted” to “Posted.”
Refer to the Events in the Financial Transactions Class article to see the full list of events associated with the creation of financial transactions on accounts, as well as the associated XSD and DTD files.
Aria6 Fixes
- Create Plan Template Box Got Checked When Plan Template Was Selected (TICKET-3786)
- Rollover and Confirmation Screens of Plan Creation Were Skipped when Enter Was Clicked on Rates Screen (TICKET-4376)
- Rollback of Billing Dates on Invoice Void Failed to Work When Account Had Master Bill Thru Date In the Past (TICKET-6024)
- Copy This Plan Button Was Not Working (TICKET-6252)
- Clicking Preview Report Button Displayed Exception Page Rather than Complete Page (TICKET-6263)
- Manage Authorization Keys Option Displayed Even When Configuration Permission Was Not Selected Within User Roles (TICKET-6121)
- Invoice Screen Showed Decimal Values for the Plan Units During the Plan Assignment in Mid-Bill Interval Rather than Integers (TICKET-6293)
- Account-Based Service Credits Were Not Consistent When Applied Against Charge Line Items and when Proportional Allocation of Service Credits Client Parameter Was Set to True (TICKET-6458)
- Incorrect Currency Surcharges Were Displayed on Invoices (TICKET-6490)
- Usage Records with a Usage Date of the First of the Month Were Incorrectly Invoiced (TICKET-6497)
- Plans List Page Was Taking a Long Time to Load for Clients with Large Plan Set (TICKET-6516)
- Could Save a Service with the Name of an Existing Service (TICKET-6538)
- Incoming SAML Name ID Was Not Being Treated as Case-Insensitive (TICKET-6604)
- Bill Thru Date Failed to Reset When the Invoice Being Fully Voided Had No Line Items (TICKET-6675)
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