Billing
Customers
- Added new contract type: Purchase contracts
- Added the ability to refresh contract prices cache
- Added the ability to set customer associations on contracts
- Added the ability to filter customers and contacts by portal access
- Added the ability to quick search for add-ons and equipment in a customer contract
- Fixed customer import issue
Integrations
Inventory
- Added support for fulfillment gateways
- Added the ability to specify a bin suffix during bin creation
- Added support for multiple inventory product identifications
Issues
- Added the ability to select all items while creating RMA’s
- Enhanced refund RMA’s to allow returning free items
Orders
- Added support to display multiple product identifications
- Added soft bundles functionality in orders
- Enhanced orders to show all changes performed by a subscription action
- Enhanced the Orders application to automatically close pendencies upon order completion or cancellation
- Added “Buy from Contract” option in shopping
- Enhanced sales order imports to allow importing orders as “payment received”
- Enhanced price overriding in orders
- Modified orders to not preselect the Select all checkbox when creating an order from a contract
- Enhanced quotes to allow changing the item quantity of a product that cannot have multiple quantities in an order
- Enhanced orders to show success messages when adding addons to a cart
- Added grid view option when creating orders from contracts
- Fixed issue with product currencies in the order cart
- Fixed issue with account list in order checkout
Partners
Platform
- Enhanced platform to support prices with 2 or 4 decimal places
- Optimized JSON generation to reduce size
- Enhanced extensions to show empty mandatory fields in read only view
- Moved theme selection option out of preferences to make it a separate menu item
- Added the ability to stop Kloudville servers
- Enhanced platform to show an error if a user enters invalid values in a decimal field
- Added an encoding option to all CSV imports and exports
- Added new options when creating users in the IDM application
- Added new user role for modifying and viewing resource services
- Fixed issue in which multi-language fields did not display properly
Product Lifecycle Management
- Added Discount rules in the PLM and Customers applications
- Added the ability to update PLM price rules in bulk
- Added the ability to set a lifecycle type and status on a PLM category
- Enhanced PLM projects by optimizing project indexing
- Enhanced availability rules to show custom messages when a product is unavailable for shopping
- Added new soft bundles functionality to enable creating dynamic bundles
- Added the ability to import catalogs as templates in PLM
Solar
- Added support for HTTP proxy server
- Fixed issue which prevented users from setting restrictions on simpleType objects with decimal bases
- Added the ability to set a reply-to address on emails
Subscriptions
- Added the option to disable subscription email notifications
- Added the ability to generate quotes for subscription actions
- Modified options in subscription action configuration
- Enhanced bulk price updates for subscriptions
- Added the ability to update subscription charges in bulk
- Added the ability to revert prices from bulk subscription updates
Billing
Enhanced Billing to allow enforcing customer account limits
Users can now set strict customer account spending limits. Preventing customers from checking out orders which exceed their limits. This configuration is optional and will be disabled by default.
Customers
Added new contract type: Purchase contracts
With Purchase contracts, users can create complex configurations of products in a quote, then create a contract from the quote with that exact configuration.
Additionally, users can limit how many times a purchase contract can be used with the “Restrict orderable quantity” flag.
Added the ability to refresh contract prices cache
Added the ability to set customer associations on contracts
The new customer association option allows customers with the same association type to buy products using the contract’s prices.
Added the ability to filter customers and contacts by portal access
Added the ability to quick search for add-ons and equipment in a customer contract
Fixed customer import issue
Customers can now be exported from one environment and successfully imported into another environment.
Integrations
Enhanced Kafka adapter to support new functionalities
- Added new broker security parameters
- Added the ability to send and receive message headers
- Changed libraries from JMS Kafka to native Apache Kafka
- Enhanced Kafka Avro schema to support logical types: decimal and date
- Added support for providing message keys
- Added support for sending messages as one transaction when sending message lists
- Added support for determining message metadata when receiving messages
- Enhanced adapter to allow users to set their own definition of properties at three levels: the connection to broker, producer and consumer
- Enhanced topic content definition script to read multiple message types from the same topic
- Consumer and producer properties can be configured globally for all configured topics or on individual topics
Inventory
Added support for fulfillment gateways
Inventory orders can now be shipped through a fulfillment gateway. During this process, the order data will be automatically sent through the fulfillment gateway to an external system once the inventory order status changes to ready.
If an error prevents the inventory order from successfully sending, it can be manually re-sent.
After the order has been sent, shipment information can be added to the inventory order to complete the shipping process.
Added the ability to specify a bin suffix during bin creation
When creating bins, users now have the option to append a bin name with a suffix, allowing users to further categorize and specify bins.
Added support for multiple inventory product identifications
Users can now specify up to 3 identification types on inventory products, for example, a product can now have S/N, MAC and IME identifications. Additionally, the platform can now display values for multiple identification ID’s in Assets, Orders and Inventory orders.
Issues
Added the ability to select all items while creating RMA’s
Fixed refund RMA’s to allow returning free items
Customers can now return a free item back to the warehouse without being forced to create a credit note.
Orders
Added support to display multiple product identifications
Added soft bundles functionality in orders
Soft bundles allow sales reps to fully configure product bundles manually.
Enhanced orders to show all changes performed by a subscription action
When viewing a subscription action order, users can now open the “Action Changes” page to see a list of changes performed by the order.
Enhanced the Orders application to automatically close pendencies upon order completion or cancellation
Open pendencies on orders will automatically become obsolete when the order is completed or cancelled.
Added “Buy from Contract” option in shopping
The new “Buy from Contract” option will contain all products for which the customer has a contract price. Allowing them to buy contract-priced products more conveniently.
Enhanced sales order imports to allow importing orders as “payment received”
Added the ability to mark imported orders as “payment received”.
Enhanced price overriding in orders
Enhanced the price override function by:
- Adding the ability to override prices by specifying a discount percentage from the regular price
- Integrating with discount rules to validate who can apply discounts and how much they can apply
- Added information to show who overrode the price and the time of the override
Modified orders to not preselect the Select all checkbox when creating an order from a contract
When creating an order from a contract, the Select all checkbox will now be unselected by default, and users can filter products in the search bar. Making it easier to add specific items to an order from a contract.
Enhanced quotes to allow changing the item quantity of a product that cannot have multiple quantities in an order
In quotes, users can now select multiple quantities on product types that can only contain one quantity in an order, such as equipment products or supporting services. For example, in a quote, a user can now set an equipment product as having a quantity of 5. When converting that quote to an order, the product will be separated into 5 entries of the same item.
Enhanced orders to show success messages when adding addons to a cart
Added grid view option when creating orders from contracts
When creating an order from a contract, there is now the option to view the contracts in a grid rather than a list.
Fixed issue with product currencies in the order cart
Fixed issue in which product currencies did not match the user’s selected currency.
Fixed issue with account list in order checkout
Resolved issue to ensure that the account list will only present active accounts of type billing in order checkout page.
Partners
Fixed issue with importing digital products from catalog in the partner portal
Resolved problem in which users could not access their catalogs in the partner portal.
Platform
Enhanced platform to support prices with 2 or 4 decimal places
Enhanced the application to allow configuring the environment to price items with 4 decimals, while still rounding total price to 2 decimals. Kloudville’s default setting will use 2 decimals for pricing.
Optimized JSON generation to reduce size
Optimized JSON generation by reducing metadata and optimizing serialization and deserialization of JSON, reducing the size of generated JSON by up to 35%.
Enhanced extensions to show empty mandatory fields in read only view
Moved theme selection option out of preferences to make it a separate menu item
Added the ability to stop Kloudville servers
In the system realm, users can now shut down Kloudville servers without fully stopping the actual server. This enables users to stop the Kloudville servers safely to ensure no data is lost or corrupted when physically shutting down servers.
Enhanced platform to show an error if a user enters invalid values in a decimal field
When entering an incorrect value of digits in a decimal field, users will now be shown an error message advising them to enter the correct number of digits.
Added an encoding option to all CSV imports and exports
If left empty encoding will default to UTF-8.
Added new options when creating users in the IDM application
When creating users, the new options are:
- Skip terms: The new user will bypass accepting the terms and conditions
- Skip email: The new user will not receive an email with the sign-in link
- Notify email: An email will be sent to the entered email address informing them of the accounts’ creation and updates (unless Skip email is selected)
- Specify password: The new user’s password can be entered from the user creation page, bypassing the password creation process
Added new user role for modifying and viewing resource services
The new Edit Resource Services roles allows users to modify resource services. Users without these roles can view but not modify them.
Fixed issue in which multi-language fields did not display properly
Fixed an issue in which the first field in a list of multi-language text items did not display a value.
Product Lifecycle Management
Added Discount rules in the PLM and Customers applications
In the PLM and Customers applications, the new discount rules application allows users to:
- Create discount levels to set which employees or sales teams can apply discounts, and how much of a discount they can apply
- Set which orders and products can have discounts applied to them
- Apply restrictions on discounts by using product tags, zones, actions and sales channels
Added the ability to update PLM price rules in bulk
Added the ability to set a lifecycle type and status on a PLM category
Enhanced PLM projects by optimizing project indexing
When creating and opening PLM projects, the application will now use the published catalog index, and create a separate index for all changes done inside of the project, then use a combination of both indexes for searching inside the project.
Enhanced availability rules to show custom messages when a product is unavailable for shopping
When creating an availability rule for products, users can now configure the rule to display custom messages in a tooltip on the product.
Added new soft bundles functionality to enable creating dynamic bundles
Soft bundles can now be created in catalogs, allowing sales reps to configure product bundles manually.
Added the ability to import catalogs as templates in PLM
When creating new catalogs in a PLM project, users can now import existing catalogs as templates, allowing them to use the structure of an existing catalog during the creation process.
Solar
Added support for HTTP proxy server
Enhanced HTTP service binding configuration by adding new “proxyHost” and “proxyPort” fields. Additionally, added the ability to set up a proxy server on the binding level and across the whole application.
Fixed issue which prevented users from setting restrictions on simpleType objects with decimal bases
Fixed issue with restriction list for simpleType decimals which showed options for string objects instead of decimal objects.
Added the ability to set a reply-to address on emails
Subscriptions
Added the option to disable subscription email notifications
Disabling subscription notifications ensures that subscriptions will not generate emails upon activation or termination.
Added the ability to generate quotes for subscription actions
Users can now set subscription actions to automatically generate quotes. For example, if a customer modifies a product in a subscription, a quote can be generated first.
Modified options in subscription action configuration
In subscription action configuration, the actions’ rule forms have been changed in the following ways:
- The Cancel action will now only show the Cancel order type and Cancel service order type options.
- The Remove device & Send actions will now hide the Quote type option. Additionally, these actions will show the Cancel order type and Cancel service order type options when New subscription is selected.
- All other actions will now show the Cancel order type and Cancel service order type options when New subscription is selected.
Enhanced bulk price updates for subscriptions
In the update price pop-up, users can now select multiple subscriptions, and select which specific product(s), devices or addons to update on those subscriptions. Additionally, users have the option to apply the price change to all subscriptions with the same product and currency.
When performing a price update, the user will be prompted to enter a Transaction Id, which will be used to track changes made on subscriptions. A log of the price changes will be generated listing this Id, the user and the time the change was made.
Added the ability to update subscription charges in bulk
Users can now add charges to multiple subscriptions, and apply the new charge to subscriptions with the same product and currency.
When performing a charge update, the user will be prompted to enter a Transaction Id, which will be used to track changes made on subscriptions. A log of the changes will be generated listing this Id, the user and the time the change was made.
Added the ability to revert prices from bulk subscription updates
When performing price changes on subscriptions, users will now be forced to enter a transaction ID. Using this same transaction ID, users can find all subscriptions affected by the price change, and revert the changes. Enabling users to revert price updates made on multiple subscriptions in one transaction.
