AMS360 2020 20R2 Release Notes

Minimum workstation requirements as shown in the AMS360 2020 R2 Online Configuration Guide.

Browsers

• Microsoft Internet Explorer 11 (32-bit) with default settings
  • Microsoft has announced that beginning August 17, 2021, all Microsoft 365 apps and services will no longer support IE 11; Vertafore recommends customers use Microsoft Edge or Chrome with AMS360
• Microsoft Edge
• Google Chrome

Operating Systems

• Microsoft Windows 8.1 (32-bit and 64-bit)
• Microsoft Windows 10 (32-bit and 64-bit)

Microsoft Office

• Office 2016 (32-bit)
• Office 2019 (32- and 64-bit)

.Net

• .NET 4.7 (required)

Microsoft Office

• Office 365 (32-bit and 64-bit)
  • We only support Microsoft Word, Excel and Outlook locally.

XPS message

Microsoft has changed the way that they are giving customers the XPS viewer which is used for some functionality in eForms manager.

Depending on the build number of the OS that you have, you may need to install the new viewer. Click here for more details.

• You will receive the following error message when the system is logging an activity using print functionality vs. fax or email.

AMS360 Message

Customer IDEAS Portal

Other Major Enhancements

• Added keyboard shortcuts to the description field in the Outlook Add-in feature

• Fixed an issue with customer statements showing the time of the policy term:

  • Defect: 10/14/2020 12:00:00AM – 10/14/2021 12:00:00AM

  • Fix: 10/14/2020 – 10/14/2021

• Fixed an issue with the customer statement report:

  • Defect: 10/14/2020 – 01/01/9999

  • Fix: 10/14/2020 – Continuous

• Fixed an issue with saving the Type of Business on Service Agreements

• Fixed an issue with alerts failing to generate for increased full-term premiums

• The ACC API configuration name search was returning wrong results

• You were unable to process Accounting Deletes in the 20R1 release

• We modified the Invoice number field to display additional digits without truncating

• You were unable to Resize the Create New Policy window

• Estimated Revenue is now calculated for Fees

• Fee policies were missing from the Employee Benefit Revenue Recognition Report

• Cancellation Transactions were repeating rows due to Direct Bill Entry changed effective dates on the Employee Benefit Revenue Recognition Report

• Populating estimated revenue was not happening when using the copy line of business

• You were previously unable to use the Automated Distribution with the new Micro Soft office update

• The Direct Bill Invoice report did not run by collection ID

• We updated the Name on the Link for Commercial Submissions

• Service Agreement - The Associated Policy was experiencing slowness during an SQL refactoring

• We addressed the slowness issue when accessing Associated Policy inside of Service Agreements

• The Service Agreement was reporting double the information the on Customer Register

• Prior Policy was not saving under the Basic Policy Information

• You were unable to Invoice Service Agreements without a Branch Activated

• Implement IVANS REST services performance enhancements

• We updated the API call to include Company/Product/Version

• Transfer Manager 4.1 migration script for Online

• IVANS Communication Type defaults value to the correct setting when a Customer is created for Online customers

• We displayed an Enabled checkbox in the Download setup form for customers that are migrated from Transfer Manager to the REST services

• Their were corrections on Invoices causing unnecessary extra transactions on Commission Payable Statement

• Payment Import deposits were being applied to Insured Accounts Receivable instead of Broker Accounts Receivable

• The Unified Login was updated for the Samesite Issue

• The default commissions, in the billing for Executive under Billing Charges and Credits Changes, was getting lost during an upgrade

• The Direct Bill Statement was duplicating policies in other pay plans

• The Automated Jobs export was not being completed correctly

• There were problems with the EMS Service Employees display in Suspense Reports

• In AMS360 the Agency Downloads were not being received

• We introduced some performance improvements to the WorkSmart Online integration process with AMS360

• You were unable to resize the Create New Policy window

• The Estimated Revenue Percentage in My Agency Reports was not uploading to the Book of Business Report

• Farm & Ranch were missing coverages after endorsement

• The Import Deposits were not being applied to an account

• We introduced roll back changes to the P&C Revenue Recognition report

• You were unable to save a policy when a contact, with an international phone number, was being pulled from the Customer contacts

• Additional event logging for Job Steps was not being displayed in the Agency Data Base

• You were unable to process Accounting Deletes

• You were unable to edit or invoice Policies due to an Error: BRSuspendedBillingCondition(): Did not find INVBE row for the suspended billing

• Automated Distribution Branch Merge Fields were not pulling correctly in the header & footer when Customer changes were being implemented

• You were unable to update contacts in Internet Explorer
• The My Agency Reports 19R2 release was showing the Cancellation Report Processes with 0 results

• Users were unable to download the AMS client through Google Chrome

• All claims downloads from United Fire Casualty were rejecting in AMS360 due to an error: Error Saving Claim Data – Object Reference not sent to an instance of an object

• • The signature was printing below the signature line on the Agency Source check stock

• Agency Downloads were not received

• In certain scenarios, the Sub-Customer Number (SC#) was duplicating unnecessarily on the invoice form for each line item in the invoice

• The Automated Distribution Cust_GLBrLogo Merge Field was not populating correctly

• Trust Transfer posted with unrelated journal entry or interbank transfer

• In some instances, users were unable to create Trust Transfer

• Errors while using AMS360 with the message Controller_003: An error occurred

• Service Only Licenses could not be added if all Online Licenses were used

• Policies with multiple Lines of Business would not export to WorkSmart

• We updated the AMS360 Message Log for 20R1/20R2

• Advanced invoices that were voided were not clearing out of receivable

• Agencies were unable to complete a purge, receiving the error message Purge was interrupted

• The “On Account” balance appeared twice on the Customer Register

• The ONS Queue Report displayed errors

• Interdivision customer receipts appeared incorrectly—the interdivisional general ledger account was included in receipt vouchers and the bank deposit report doubled the receipt amount

• “Checks to be Printed” were not showing as expected in the Quick Reports

• EMS (API) Service Employees should display in activity reports

• In certain scenarios, the Sub-Customer Number was duplicating unnecessarily on the invoice form for each line item in the invoice

• Increased Full Term and Premium Alerts were not generating as expected

• In certain scenarios, Trust Transfer was posting in error to unrelated Journal Entry

• Trust Transfer displayed incorrect invoices based on the display option selection

• Invoices were not pulling into Trust Transfer as expected

• In certain scenarios, users were missing download files from Progressive

• No downloads were being received for certain customer databases

• The Production Analysis report experienced latency/not generating with high-record volume

• The signature was printing below the signature line on the Agency Source check stock

• Client Rev 10 communication service would not connect unless the host file was modified

• The Diagnose360 tool showed a red X for the AMS360 Communication Service SSL/Bindings

• Invoice descriptions overlapped

• Fixed Blanket Policy NPR conversion process

• Fixed error running Submission Tracking Report

• Master description was not updating holder descriptions when there are more than 25 holders

• Rewritten Policies showed an unbilled amount on Employee Benefits Revenue Recognition Report

• There was Negative Unbilled Revenue on Revenue Recognition Report - Employee Benefits

• AMS360 Mobile users received Uh Oh connection error when they attempt to select agency after logging in

• Dev Portal - oData V22/V21/V20 - users were unable to update/change a Policy Transaction that has a Policy effective date greater than T00:00:00Z. It would continue to update the original Policy Transaction that has the effective date of T00:00:00Z.

If you encounter problems or have questions regarding this releases, Vertafore offers the following helpful resources:

• Search the Knowledge Base on MyVertafore.
• Open a case at MyVertafore.

We value your feedback to ensure we are working on what is most important to you. If you have an idea to improve the product, you can suggest and vote on product enhancement requests on Vertafore Ideas. On My Vertafore, click Submit Idea in the upper right corner of the page. We appreciate your input to help us provide you with the highest quality product.

For more information on using Ideas, please see the following documents. You must be registered with My Vertafore and signed in to access these documents.

• Ideas Overview (Doc ID: 13054)

• How to Submit Ideas (Doc ID: 13049)

• What are the statuses in Vertafore Ideas? (Doc ID: 13055)