SedonaAPI and SedonaWeb 2.0 - 1.43.0 - 12/14/2022

Enhancements/Features

30793 Registration Code Request Email

There is a new process for customers to register an account in SedonaWeb 2.0. For customers to register, they need to request their customer number and registration code.

To start, on the Log In screen they need to click the line “Register as a new Customer?”:

On the Register Create a New Account page, customers complete the required fields: Customer Number, Registration Code, First Name, Last Name, Email, and Password. If customers do not know their customer number, they click the link “Email my customer number”:

On the Email Customer Number page, customers enter their email address or phone number, which must match those on file, and click Submit:

When customers have their customer number, they can click the link “Email my authentication information”:

Customers enter their customer number, email address, and click Submit:

When customers have both their customer number and registration code, they can create a new account.

Corrected Bugs (Application Corrections)

Development ID CRM ID Resolved Issue
ID CRM ID
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SedonaAPI

Development ID CRM ID Resolved Issue
30243 00052199, 56281
Some changes are not showing up in RMR History

Resolved this issue so that SedonaOffice will only bring back the tracking information if the RMR Amount is greater than 0.

30766 00058412
POST /api/CustomerRecurring allows creation with no site or system

Reworked the validation for the CustomerRecurring endpoint, which writes to the AR_Customer_Recurring and AR_RMR_Tracking tables, to ensure that the validations that occur in SedonaOffice when a customer recurring is created are also checked when using the API to create a customer recurring.

31569 INTERNAL
Add/Update service ticket is incorrectly forcing the system's service company/level (related 30076 SX Mobile)

Reolved this by not forcing system's service level and company to the service ticket when it is created or updated. The system's service level and company are used only if the Company or Service Level Id is not supplied in the payload (null or <2).

SedonaOffice

Development ID CRM ID Resolved Issue
24920 INTERNAL
SedonaOfficeContext GetDBColumns() code needs to run on Company add/update

The SedonaOfficeContext.GetDBColumns() should be executed not only on service startup, but also when a new company is added to SedonaCloud. Possibly also when an existing company is updated, especially if involves a connection string change. The code that checks/updates the SedonaOffice database schema when SedonaCloud is first started will now be executed when a new company is added successfully via the Submit button and when the connection string of an existing company is changed and saved successfully via the Submit button.

SedonaWeb

Development ID CRM ID Resolved Issue
22853 00026567
Cannot delete a custom role group

Resolved this issue by making sure that the role group could be deleted and that there are not any users assigned to it.

26953 00044276
API Logs not showing correct times

Fixed the Time Stamp column on the API Logs, which had been showing the month number as the number of minutes.

28027 N/A (add to release notes anyway)
Add CustomerRelation endpoints

Added GET /api/CustomerRelation and GET /api/CustomerRelation/{id} endpoints.

28039 N/A (add to release notes anyway)
Add GET country endpoint

Added GET /api/country and GET /api/country/{id} for users to know what the appropriate country value should be when submitting address information.

28182 N/A (add to release notes anyway)
Add GET TransmissionFormat endpoint

Added GET /api/TransmissionFormat and GET /api/TransmissionFormat/{id} endpoints.

29791 00050495
Customers can view incomplete invoices on SedonaWeb 2.0

Customers can no longer view incomplete invoices as all places that show invoice information have been changed to exclude incomplete invoices.

29914 00052187
Invalid page when clicking role group button - is not using prefix

Resolved this issue by correcting URLs with missing company prefix in all areas - company user, customer user, master customer user.

30478 00055506
Changes for Manitou Dealer Billing Post

Modified POST /api/CustomerInvoice/AutoInvoiceBuffer to receive the appropriate data from Manitou to post dealer billing invoices and to call the new Auto_Invoice_Buffer_SC stored procedure in SedonaOffice. This correction requires updates to SedonaCloud (1.43.0) and Manitou (2.1.36).

31295 00060796
POST Customer allows Customer to be created with no Bill To records

Resolved this issue with the following changes: If the bill-to record fails to save, it will now rollback the customer record so that it is not saved either. Resolved an issue with the error message from adding the bill-to that was not being retrieved. Because a log record is already written indicating "customer added"; there is now a second log record written indicating "customer deleted due to rollback".

31307 N/A
Remove negative sub-item validation from customer RMR

Resolved this issue by removing the restriction that sub-items cannot have a negative amount.

31416 N/A (add to release notes anyway)
AR Setup Processing Cycle Beginning Day not honored by Post RMR endpoint

Resolved this issue by changing the validation for BillOnDay to the following rules:
If the SedonaOffice setup option for Cycle Beginning Day is "First Day of Month", the incoming value of this field is ignored and is set to 1. Otherwise, the supplied value is used.
If the value is not supplied or is less than 1, it is set to the day of the month of the ultimate value of CycleStartDate.
Supplied or not, the value can never be more than 28.

Special Upgrade / Install Instructions

If your company uses the SedonaCloud API, IT will update the SedonaCloud version at the same time as your SedonaOffice upgrade. This is to ensure compatibility with the modules utilizing SedonaCloud.

Supported Environments

  • This version of SedonaCloud requires SedonaOffice version 6.2.0.9 or above.
  • Minimum System Requirements: Server is on Microsoft .Net 4.6.1
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