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# Vindicia Subscribe - 2021.10 Release Notes

Release Date: October 26, 2021

* **[Vindicia Internal Notes for Subscribe 2021.10 Release](2021.10_tp_internalNotes)**

## Announcements

This release includes the following announcements:

### Subscribe Merchant Portal 2.0 Default Portal

As announced in previous releases, Vindicia is making Subscribe Merchant Portal 2.0, the default Portal. As part of September's release, Vindicia released performance improvements. We listened to our merchants and accordingly Subscribe Portal 1.0 decommission is delayed for an additional 2 months while outstanding parity and performance issues are resolved.

Subscribe Portal 2.0 Advantages:

* Allows localization to your regional time zone and language
* Improved user interface
* Clear representation of Transactions per subscription
* More specific Transactions search options (per Payment Method, per ID, per amount)
* Reports will be created/scheduled using the new Subscribe Data Platform (Reports 2.0), where applicable

Subscribe Merchant Portal 2.0 has become the default web Portal. We encourage you to start using Subscribe Merchant Portal 2.0. For more details on Subscribe Merchant Portal 2.0, see [Subscribe Merchant Portal User Guide](https://docs.vindicia.com/bundle/Subscribe_Portal2_User_Guide/page/Topics/guideIntro.html).

To access Subscribe Merchant Portal 2.0:

* Staging: [https://portal.staging.us-west.vindicia.com/portal/login](https://portal.staging.us-west.vindicia.com/portal/login)
* Production: [https://portal.vindicia.com/portal/login](https://portal.vindicia.com/portal/login)

### Access to HOA and PMT Static Files Via CDN

In order to improve reliability and availability when accessing Subscribe's static content required for PMT (Payment Method Tokenization) and HOA (Hosted Order Automation), files are located at Content Delivery Network (CDN).

Please change the URLs listed in your implementation as follows:

| Existing URL | Change to |
| - | - |
| [https://secure.vindicia.com/ws/vindicia.js](https://secure.vindicia.com/ws/vindicia.js) | [https://cdn2.vindicia.com/ws/vindicia.js](https://cdn2.vindicia.com/ws/vindicia.js) |
| [https://secure.vindicia.com/ws/vindicia-hosted-fields.js](https://secure.vindicia.com/ws/vindicia-hosted-fields.js) | [https://cdn2.vindicia.com/ws/vindicia-hosted-field.js](https://cdn2.vindicia.com/ws/vindicia-hosted-field.js) |
| [https://secure.vindicia.com/ws/hosted-fields-ws-iframe.html](https://secure.vindicia.com/ws/hosted-fields-ws-iframe.html) | [https://cdn2.vindicia.com/ws/hosted-fields-ws-iframe.html](https://cdn2.vindicia.com/ws/hosted-fields-ws-iframe.html) |
| [https://secure.vindicia.com/ws/imask.js](https://secure.vindicia.com/ws/imask.js) | [https://cdn2.vindicia.com/ws/imask.js](https://cdn2.vindicia.com/ws/imask.js) |

We urge merchants to make this change by end of November.

## Subscribe Features

This release includes the following new Subscribe features:

### Subscribe Tax Data Enhancement in REST API

In this release, the following tax enhancements were made in Subscribe:

* Subscribe address object has been extended to accept tax area identifier as an optional input. Subscribe is not validating this data. When present, this data is passed to Vertex for tax calculation. This value is stored and returned in Subscribe external interfaces (API and push notifications).

  **Note:** If the Merchant provided tax\_area\_identifier is invalid (i.e., is not an existing tax\_area\_identifier in Vertex), Subscribe will receive an error from Vertex.Subscribe will note this error in the Transaction metadata, and proceed based on Merchant configuration (ACTION\_ON\_TAX\_FAILURE\_ID). For Vertex, tax\_area\_identifier takes precedence over address. If the Merchant provided tax\_area\_identifier exists in Vertex but is incorrect for the provided address, tax impositions will be calculated for jurisdictions associated with the tax\_area\_identifier.

* Subscribe tax item object has been extended to save the imposition type and imposition type identifier returned by Vertex.

* For Vertex interface only, if the company field on the Account is populated (not null), Subscribe passes the `IsBusinessIndicator` as true.

* Postal codes of 9 digits will be sent in full to all tax vendors.

* Tax Exemptions: Merchants can optionally set `tax_use_code` on the Account object to indicate the reason for the tax exemption. This code is not validated and is passed as provided to Vertex.

* The Invoice object includes the sales tax address used for calculating tax for the invoice. This is returned for invoices reaching **due** status and subsequent statuses.

**Note:** These enhancements will not require changes for existing merchants.

(VIN-11704)

### Merchant-Specific Subscription Intelligence Dashboard

In this release Subscribe's new dashboard, providing valuable Merchant-Specific information is available in Subscribe Merchant Portal 2.0.

Subscribe Dashboard provides an encompassing display of your business metrics and most important KPI's. It lets you monitor your crucial subscription data at a glance. It can be accessed from Portal 2.0 **Insights** Menu.

The dashboard is currently available only in Subscribe's Production environment and available only to Subscribe Merchants.

<img src="https://mintcdn.com/amdocs-slm/MfSDIaW4SO7V6TqH/portal/vindiciaSubscribeAndNewRetain/Subscribe_Release_Notes/Images/DashboardMain.png?fit=max&auto=format&n=MfSDIaW4SO7V6TqH&q=85&s=4e4a248123ad22928abfd8db0e013634" alt="Subscribe Master Dashboard Demo Page" width="1179" height="566" data-path="portal/vindiciaSubscribeAndNewRetain/Subscribe_Release_Notes/Images/DashboardMain.png" />

* Master Portal Tab - Provides the high-level view of your business performance and let's you drill-down for more data in each of the relevant areas. It includes:
  * General Metrics such as MRR, ARPU, and Revenue for the last 12 Months
  * Total Monthly Revenue graphs per month and a comparison of revenue trends. Drill-down to **Revenue Insights** for more details.
  * Active Subscriptions by Renewal Periods. Drill-down to **Customer Insights** for more details.
  * Subscription Churn Rate (in the last 12 months) & Monthly Subscription sign-ups vs. attrition variance. Drill-down to **Churn Insights** for more details

(VIN-10479)

### Subscribe Merchant Portal 2.0 - Search Improvement

In this release, the **Chargebacks** page no longer displays default results. Instead, Portal users must filter to see relevant results. This is consistent with the released functionality of the Accounts, Subscriptions, Invoices and Transactions pages.

(VIN-12732)

## Retain Features

This release includes the following new Retain features:

### Support for Partial Authorization for CyberSource

In this release, ​Retain will provide support for Transaction partial authorization for CyberSource payment processor.

(VIN-12577)

## Bug Fixes

| Ticket | Title | Description |
| - | - | - |
| DOCS-226 | Display column names not updated | Subscribe Portal 2.0 User Guide was updated to display current column naming for Transaction Detail Report, Active Subscription Details Report, and Renewal Performance Report. |
| PORT-1944 | Portal- Display timezone missing option called UTC | A Timezone display was added to the Subscribe Portal called UTC. |
| VIN-10366 | External billing - Multiple credentials caused unexpected behavior | If more than one set of credentials are provided for external billing, the priority is on the rsa credentials file |
| VIN-11069 | Reports 2.0- Large reports not retrieved | Large data reports generated through Reports 2.0 engine were not downloadable, due to timeout. The issue has been resolved. |
| VIN-12109 | Missing error codes for PayU | Missing error codes for PayU processors were added to Subscribe, specifically for error code 1043. |
| VIN-12372 | Subscription cancellation sent before first transaction captured | If the first transaction is not captured (subscription not active), and the subscription is then canceled, an email will no longer be sent to the customer, as the subscription does not exist for the customer. |
| VIN-12618 | Subscription create failed | In case of customers that are using Vindicia default fraud management Essentials (Cybersource), the system was erroneously also passing transactions performed with payments methods other then credit cards (such as Merchant Accepted payment) to the fraud system, and an error was returned, blocking the subscription creation. The issue has been resolved. |
| VIN-12773 | External Billing error files were skipped | An issue with reading error files for external billing was resolved. The system was not treating the timestamp of the error file in the proper manner, causing it to skip some files. The issue has been resolved. |
| VIN-12952 | REST- update call did not allow to update the external\_id attribute | Account external id was not being updated through the API due to an error. This has been resolved. |
| VIN-13007 | Portal 2.0- duplicate recurring report entries appearing | Subscribe Portal 2.0 was displaying duplicate entries for the same scheduled (recurring) reports, for the different status of each report. This has been resolved. |
| VIN-13075 | MAP Subscription status for when automatically paying \$0 invoices issue | For Subscriptions with MAP payment method and \$0 dollar transactions, the status of the subscription is moved immediately to good standing, as the invoice is paid automatically by the system |
| VIN-13188 | Reports-Email notifies that report available when not available in SFTP | Email sent notifying that report available when path was not available. The issue has been resolved and the email will not be sent when there is an error in the path. |
| VIN-13311 | Push 2.0-**Entitlement Start** push notification sent when customer asked for cancellation at the end of the billing period | For Customers using Push 2.0,the system was issuing a stop & start entitlement when a request for a cancellation at the end of the billing period was issued. This has been fixed. |
| VIN-13449 | Reports 2.0 - Display columns selection not relevant | Reports 2.0 displays all the available columns in the report and therefore the selection of which columns to display is no longer relevant. It has been removed from Portal 2.0 reports using Reports 2.0 engine. |

## Known Issues

This release includes the following known issues:

* Reports cannot be downloaded through Portal 2.0. As a temporary workaround, download reports via Subscribe Portal 1.0

  (VIN-13221)


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