Product Articles

Warning on setting a feature to Not Billing that has not yet been final billed, display Service Type on Usage and Usage Balance pages, on adding a follow-up, default Assigned To to current user

Credit Class and Credit Limit can optionally be configured on the MANAGE > Customer Field Configuration page (Manage Configurations permission required)

Customers have several options for directly accessing IDI platform usage information.

In support of FCC compliance guidelines, account lock indicators are supported in Customer Care and Customer Portal. These indicators let customer service representative know not to make SIM Changes and/or Port Outs per customer wishes. The indicators do not prevent users from performing these actions.

This article describes how to manage credit scoring and deposits in CostGuard Client.

Describes fields on the Main tab on the Add/Edit Discount form

This describes how the system creates batch records for changes to E911 information.

A new workflow action lets you automatically set extended tax exemptions under specific conditions (for example, when changing a customer’s account type). The new Set Extended Tax Exemptions action supports setting up to 10 extended exemptions on a customer account, at the account level. Note: Customers wishing to use this functionality should take CostGuard version 21.5 R2. This R release provides a needed enhancement to facilitate selecting extended tax exemptions.

This lets you automate removal of locations from services as part of your order processing through a new Workflow action. This can eliminate manual overhead and improve accuracy when processing orders where locations and equipment must be removed from services.

This enhancement lets you set up multiple usage type groupings in the report using the Settings configuration in Admin Console. Each group of configured usage types will be grouped separately with separate sub-totals in the XML output.

The Billing System Update action adds the services and features to the customer’s account.

The Billing Taxes Calculator in the web Product Catalog lets you perform address validation and calculate taxes for different billing scenarios based on tax jurisdiction, account type, and selected catalog items without having to create/update an account or service. This functionality requires the IDI Tax API, which is available for an additional service fee, and is restricted to authorized users. Contact your IDI account manager regarding the IDI Tax API.

This lets carriers mark an account as in bad standing and prevent the account from making ACH payments through CostGuard. This will help reduce returned check fees.

Two new optional XML reports are now available for breaking out prorated (partial month) recurring charges and credits from full month recurring charges on invoices

Quick introduction to using browse tags and assignment templates to facilitate transaction assembly in the Orders web module. This article provides links to other articles with complete details.

Bulk Import Specification for SIM Records - Rather than using the existing IDI Desktop Client SIM File Upload utility, the Bulk Data Import method reduces the likelihood of syntax errors and makes it easier to create and manage import files.

This article provides a list and links of the available file specifications for the Bulk Data module.

Bulk Data Customer file specification for adding and modifying customer accounts.

The article contains the Bulk Data specification from dissociating devices from a service in CostGuard.

Bulk Data import specification for adding inventory items to the Equipment Inventory module.

Bulk Import specification for Feature import

Specification for bulk importing Journal records

Bulk Data Coverage Service Area (CSA) file specification for updating the CSA table

Ability to import Customer Alerts for accounts using Bulk Data Import.

This supports bulk adding and modifying device records. Rather than using the existing IDI Desktop Client Device or Samsung Manifest File Upload utilities, the Bulk Data Import method reduces the likelihood of syntax errors and makes it easier to create and manage import files

For service providers using the new Provisioning web application, the Bulk update capability supports updating provisioning properties on an order efficiently and accurately, reducing service delivery timeframes and improving revenue recognition.

File specification for serviceable address bulk import

The Bulk Data Module allows users to easily update their IDI platform data using a comma-separated file.

For service providers using the new Provisioning web application, the Bulk update capability supports updating provisioning properties on an order efficiently and accurately, reducing service delivery timeframes and improving revenue recognition.

The User File Import process allows administrators to quickly add or update mulitple user accounts.

The Bulk Address Validation Wizard in IDI Desktop Client supports bulk validation of service addresses.

This supports sale of serialized retail devices with long alphanumeric Equipment IDs (up to 50 characters) such as wireless routers in POS Make Sale

To help make storage more efficient, CostGuard no longer stores body text for Notifications in Azure Search, and periodically purges body text for aged messages.

Guide on configuring the IDI platform to use Communications functionality.

High level overview of Communications functionality in the IDI platform.

IDI has two separate systems that can be used to send emails; Notifications and Communications. This article details the differences between the two, reviews which scenarios are best suited for each one and gives an overview of the functionality available within them.

CostGuard release 21.5 provides new functionality to help CostGuard users comply with ASC 606 revenue recognition standards. ASC 606 was developed jointly by the Financial Accounting Standard’s Board (FASB) and International Accounting Standards Board (IASB). It provides a framework for businesses that enter into contracts with customers to transfer goods or services to recognize revenue.

How to set up and use assignment templates to establish rules to guide transaction assembly in a structured fashion that follows your business rules.

How to set up and use browse tags to facilitate browsing your Product Catalog and simplify order assembly.

Support for protection plans in the IDI system has been enhanced with a comprehensive solution for configuring, selling and managing plans (including provisioning).

How-to configure Quicklinks to send users to other systems with context.

New setting in the IDI platform lets you disallow payments targeted for non-invoice responsible (NIR) accounts. This may help customers avoid potential billing issues

This is for customers using the new Provisioning application. The system will copy provisioning data assigned to the template service when adding additional service numbers via the assign service number functionality. This reduces the time it takes to create and submit orders with large volumes of services.

This article describes core reports located in the Report Explorer.

This article is intended for admin-level users responsible for auditing taxes. Related Articles • Tax Management Overview • Planning and Setup • Managing Taxes on Orders and Accounts

For carriers that use CoreLogic address validation, new functionality in CostGuard Client > BackOffice Management lets you enable/disable address validation at the township level. Note: This will incur additional charges when enabled.

Option to roll up the entire balance on non-invoice responsible accounts to the nearest invoice responsible parent account.

Overview of Corporate Roll-up of Non-Invoice Responsible balances to parent accounts.

File specification for importing the FCC covered hotlines file (FCC mandate 23-96)

Overview of creating and managing parent services and related subservices