This is an advisory notice that we have made some changes to how account names are to be displayed across the system. This affects both individual and organisation accounts for retail service provider customers, end users and agents.
Background
There are many areas of the system that use programmatic logic to format and display customer names.
A number of changes to the standard logic have been implemented to improve the display.
Impacted Areas
Areas of the system impacted are:
- Cumulus
- Invoices
- Under-the-Hood Billing Processes
- Emersion APIs - SOAP
- Reports
- External Portals
New Display Rules
Cumulus
Customer names are used in lists and numerous screens across Cumulus. By default, Cumulus displays customer names as follows:
- Individuals - salutation + first name + surname
- Organisations - organisation name + organisation type
There are exceptions to this. For example, on the main screen of a customer record, above the sub tabs, the system displays the account name + account profile + account balance.
Reports
Follows similar logic to Cumulus, however some reports will show salutation and trading name. This depends on how each report was coded.
Invoices
Individuals will now show the salutation + first name + surname. e.g. Mr John Smith
Companies with no trading name will show as organisation name + organisation type. e.g. Acme Pty Ltd
Companies with a trading name will show the organisation name + organisation type + T/A + trading name. e.g. Acme Pty Ltd T/A Gone Fishing
Companies with a trust and trading name will show the organisation name + organisation type + T/A + trading name. e.g. The trustee for Acme Trust T/A Gone Fishing
End User Portal
The account owner field has been updated to be consistent with Cumulus.
Sign up Portal
In the order confirmation screen of the sign up portal we will display the customer name as follows:
- Individuals - salutation + account name
- Organisations - organisation name + organisation type
Migration of Existing Data
At present customers have been typing in the organisation type into the trading name to compensate for the fact that the org type does not show on the invoice.
The account name display logic has been updated to display the organisation type and the trading name on the Invoice.
Migration Logic
Emersion has prepared a data migration script to fix standard workarounds clients have put in place to over come the previous logic. This will assist client to update their account data in order for accounts not repeat the org type or trading name being printed in invoices twice.
To effect these changes, a migration of existing data must be performed. The following transformations will take place.
While we have attempted to capture common scenarios, it is not practical to capture every variation of what a user may have typed into the account field. If a scenario is not captured here, you may need to edit your account name manually in Cumulus.
| Transformation | Example |
|---|---|
| With in the organisation name, the word T/As will be updated to T/A | RJ Rouget & Sons P/L T/As Koala Country will become RJ Rouget & Sons Pty Ltd T/A Koala Country |
Some organisation names consist of the format XXX Pty Ltd T/A YYYY. As we have the trading names and to not have the system show XXX Pty Ltd T/A YYYY T/A YYYY, in these situations, T/A YYYY will be stripped from the organisation name and added to the trading name. | RJ Rouget & Sons P/L T/A Koala Country will become RJ Rouget & Sons (org type: Pty Ltd) Koala Country will be added to the Trading Name |
| Some organisations are stored with text pty limited or P/L in the name. In order to aid the general migration process, this will be updated to pty ltd | RJ Rouget & Sons P/L becomes RJ Rouget & Sons Pty Ltd |
| Some organisations names contain the words Pty Ltd, but are of an organisation type of Co or Other - Private. In order to not have the system present My Company Pty Ltd Other - Private (for example), the organisation type will be updated to Pty Ltd, and Pty Ltd will be stripped from the name. | RJ Rouget & Sons Pty Ltd (org type: Co) will become RJ Rouget & Sons (org type: Pty Ltd) |
| Some organisation names contain Ltd, Pty or Pty Ltd in their name, while also being of the same organisation types. To avoid the company name as My Company Pty Ltd Pty Ltd, the "Pty Ltd" will be stripped from the organisation name | Uuro Pty Ltd (org type: Pty Ltd) will become Uuro (org type: Pty Ltd) |
| Some Organisation names end in the word Trust while also being of an organisation type of trust. To avoid the company name presenting as My Company Trust Trust, the word Trust will be removed from the organisation name. | The O'Connor Family Trust (org type: Trust) will become The O'Connor Family (org type: Trust) |
| Some organisation names are of the organisation type of Not Stated, even though they contain Pty, Ltd or Pty Ltd in their name. The organisation type will be updated as per the organisation type in the name and the organisation type name removed from the organisation name. | Doctor Tax Pty Ltd (org type: Not Stated) will become Doctor Tax (org type: Pty Ltd) |