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v1.29.01

The Invoice Adjustments functionality, enabling users to adjust invoice balances using predefined amounts, enhancing financial management. Another significant feature is the Course Provider Invoicing, facilitating the invoicing of course providers for various fees while maintaining a link between invoices and courses. Updates include enhancements to several notebooks, such as the Chapter, Event, and Master Certification notebooks, introducing new functionalities like change logging and improved editing capabilities. Bug fixes address issues ranging from table view errors to alignment problems, ensuring a smoother user experience. Overall, these updates enhance functionality, streamline processes, and address usability issues within ClearVantage.

New Features

  • Invoice Adjustments

    • New functionality has been added to allow users to adjust the balance of an invoice using pre-defined adjustment amounts. An Invoice Adjustments list has been added under the Financials menu (for financial admins only). There, users can add new pre-defined adjustments as well as update and delete existing adjustments.

    • In the Invoice notebook, an Invoice Adjustment button has been added. When clicked, it will prompt the user to select from the list of active adjustments. The description (which will be used as the item description on the invoice), bill period, and price for the adjustments can be edited in the grid. Financial Admins can also indicate whether or not the adjustments should be posted when added to the invoice. After clicking "Adjust Invoice", the adjustments will be added to the invoice as new invoice items (with ITEMSOURCE = Z) and the balance will be adjusted accordingly. 

  • Course Provider Invoicing

    • New functionality has been added to allow invoicing the provider of a course for various course fees and maintaining a link between the resulting invoice and the originating course.

      • The "Invoice Course Provider" button will be available on the Event list and Event notebook for admins and event admins if the EVT_NB_INVOICE_BTN CVO setting is set to Y.

      • In order to invoice the provider of a course, the provider must be defined in the SESSIONOWNERTYPECD and SESSIONOWNERCD fields. After clicking "Invoice Course Provider", the user can choose which fees to add to the cart. The user will have the option to override the price for any fees before adding them to the cart. Only fees from one course can be in the cart at a time.

      • Fees can be created using products with a product type of COURSEFEE. The fee product's short description value will be included on the invoice line item for that fee along with the event's SESSIONALTCD value.

      • Linked invoices will show up in the new Invoices tab available in the Event notebook.

Updates

  • Chapter List

    • Added Status and Type fields to the quick find.

  • Donations List and Notebook

    • The EZPay fields will be hidden if the EZPAYEZADMIN CV system setting is not set to Y.

    • For the "Add to Cart" activity, the EZPay fields will be hidden if the EZPAYEZADMIN CV system setting is not set to Y.

  • Dues/Sub/Don List and Notebook

    • The EZPay fields in the list, quick find, and notebook will be hidden if the EZPAYEZADMIN CV system setting is not set to Y.

  • Event Notebook

    • Functions Tab

      • The modal notebook for editing event functions has been updated to support the notebook editor.

    • Prices Tab

      • The modal notebook for editing event prices and booth prices has been updated to support the notebook editor.

  • Event Program Notebook

    • Price List Tab

      • The modal notebook for editing program prices has been updated to support the notebook editor.

  • Individual Notebook

    • If the new CVO setting DUES_USE_DUES2 is set to Y, clicking the "Renew Membership" button will bring the user to the Membership Renewals screen instead of bringing up the "Renew Membership for…" modal.

      • Note, this activity button also requires the DUES_ALLOW_RENEW CVO setting to be present and set to Y.

    • Dues/Sub/Dons Tab

      • The EZPay fields in the list will be hidden if the EZPAYEZADMIN CV system setting is not set to Y.

  • Invoice List

    • Added the "Print Invoice" and "Add Invoice to Cart" activities.

      • Note: When adding multiple invoices to the cart from the invoice list, the cart owner will be the payee associated with the last invoice added.

  • Master Certification Notebook

    • Added change logging for the master certification notebook for changes made on the public website of the CVO/Pro application.

      • Note: Requires KEEPCERTCHANGELOG=Y web configuration on both CV Online and the public website. This is a new setting that will be enabled by default going forward - change data prior to this update will not be available, and changes made in CV Desktop will not be logged by this feature.

    • Added "Change Log" inline activity button to the master certification notebook baseline layout to allow users to view the change log for a given master certification record.

  • Memberships List and Notebook

    • The EZPay fields will be hidden if the EZPAYEZADMIN CV system setting is not set to Y.

    • For the "Add to Cart" activity, the EZPay fields will be hidden if the EZPAYEZADMIN CV system setting is not set to Y.

  • Memberships Renewals

    • Changed to a tabbed interface.

      • The "Run Billings" tab contains the existing membership renewals UI.

      • The "Past Billings" tab shows a list of prior dues batches to allow users to see the progress and results of each batch, including reviewing the updated records and generated invoices and payments.

      • The "Declined Payments" tab has a list of failed payments. This tab will only show if the EZPAYEZADMIN CV system setting is set to Y.

    • The "Delete Dues Batch" and "Process Tax for Dues Batch" options have been removed from Processes in the main menu on the baseline layout and have been moved to be activity buttons on the "Past Billings" list.

    • When processing a membership batch, if the new CVO setting DUES_USE_DUES2 is set to Y, sp_Dues2_CreateBatch will be used instead of sp_DuesCreateBatch.

  • Organization Notebook

    • If the new CVO setting DUES_USE_DUES2 is set to Y, clicking the "Renew Membership" button will bring the user to the Membership Renewals screen instead of bringing up the "Renew Membership for…" modal.

      • Note, this activity button also requires the DUES_ALLOW_RENEW CVO setting to be present and set to Y.

  • Payments List and Notebook

    • Added "Posted On" and "Run ##" fields.

  • Reference Tables

    • Added the Organization Classes reference table (ORGMEMCLASSREF).

    • Renamed the Member Classes reference table (INDMEMCLASSREF) to Customer Classes.

  • Subscriptions List and Notebook

    • The EZPay fields will be hidden if the EZPAYEZADMIN CV system setting is not set to Y.

    • For the "Add to Cart" activity, the EZPay fields will be hidden if the EZPAYEZADMIN CV system setting is not set to Y.

  • Taxonomy

    • When viewing existing taxonomy terms for an entity, added "Deselect All" button to the bottom toolbar. This allows users to deselect all currently selected terms, and after saving will remove all taxonomy terms for an entity.

    • When viewing the contents of the bucket, added "Add Taxonomy Terms" under "List Options". This allows users to select one or more taxonomy terms and add them in bulk to each entity record in the bucket.

Bug Fixes

  • Fixed table views to show a "You are not subscribed to this gadget." error if the user is not subscribed to the underlying shared list the table view is based on.

  • Fixed bug where users could enter a partial payment on a cart transaction containing multiple invoices; users must now pay the complete amount when processing multiple invoices in a single transaction.

  • Fixed bug where rapidly changing from a customer code lookup to a name lookup and manually using the enter key on the people list could lead to a "There was a problem retrieving list data" error temporarily appearing before successfully loading the list data.

  • Fixed bug where master certifications requiring a product purchase could not be added to the cart in CV Pro.

  • Removed tooltips on horizontal bar graphs to prevent issue where tooltips would appear over the incorrect bar graph segment in this scenario.

  • Fixed bug where fields would be misaligned in the merge duplicates modal in Firefox.