Evolve Support Request 31896: Updated Logic to Monthly Active Programs Report
Environments:
All Clients
This addresses a notification message that was appearing in the Monthly Active Programs report and adds a notification when the report times out. (results can be exported after the time out)
Developers:
EW, WS
Risk Level:
Small
How to Validate:
Run Monthly Active Programs report and verify the ‘data tables’ notification message does not appear
Revert/Rollback Process:
Restore previous file
1
EVOLVE-1163
Evolve Support Request 33686: Permission Updates to Closed Out Months
Environments:
ABC Only
This update prevents the Transaction Amount from being cleared when changing the Distribute Type on Payments in a Closed Out Month. This allows for User to make updates when the Custom Distribution has been used.
Developers:
EW, WS
Risk Level:
Small
How to Validate:
Review examples of Payments from Closed Out Months, see example on submission. JB could probably identify some instances with the Custom Distribute when testing
Revert/Rollback Process:
Restore previous file
1
EVOLVE-1251
Customer Portal Payments Update
Environments:
All Clients
Maintenance to portal payments and validating user sessions.
Developers:
CP, EW
Risk Level:
Small
How to Validate:
CP manually validate in ABC
Revert/Rollback Process:
Restore previous version.
1
EVOLVE-1583
Support Request 34267: Update to Customer Search feature to correctly handle Accounts with an ampersand (&) in the name
Environments:
All Clients
Update to how the Customer Search feature handles Accounts with an ampersand (&) in the name. Allows for searching by either name.
Developers:
EW, WS
Risk Level:
Small
How to Validate:
Customer searching, see example from the ticket submission
Revert/Rollback Process:
Restore previous file.
1
EVOLVE-1588
Support Request 34277: Add Service location Account Number to the Sales Commission export
Environments:
All Clients
This updates the Sales Commission Excel export file to include a to include the “Account #” column displaying the Service location Account #. There was already an existing “Billing Account” column.
Developers:
JB, WS
Risk Level:
Small
How to Validate:
Run Sales Commission report, export, review results and verify the column is appearing (position is Column E)
Revert/Rollback Process:
Restore previous file.
1
EVOLVE-1599
Evolve Support Request 34291: Updates the Service Filter in Production Detail report
Environments:
All Clients Except ABC
Update to Service Filter in the Production Detail Report to prevent truncating the list on larger Service Groups.
