Billing System Update Action The Billing System Update action adds the services and features to the customer’s account.
Browse Tags and Assignment Templates 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.
Configuring Assignment Templates and Browse Tag Categories How to set up and use assignment templates to establish rules to guide transaction assembly in a structured fashion that follows your business rules.
Configuring Browse Tags How to set up and use browse tags to facilitate browsing your Product Catalog and simplify order assembly.
Configuring, Selling and Managing Protection Plans Support for protection plans in the IDI system has been enhanced with a comprehensive solution for configuring, selling and managing plans (including provisioning).
Creating and Managing Subservices Overview of creating and managing parent services and related subservices
Decimal Quantities on Retail Products This supports the ability to specify a decimal quantity (e.g. 1.5) for a retail product on web-based retail transactions. Note: This functionality requires Starting Blocks to be enabled in your system.
Facilitated Assignment of Pre-loaded eSIMs This facilitates the process of populating the eSIM for service providers that pre-load eSIMs
Getting Started: Placing a Simple Order The purpose of this guide is to provide developers with an introduction and examples of some of the more common tasks you may need to accomplish through the Order Placement web service.
Getting Started: Placing a Simple Order Introduction The intended purpose of this article is to assist developers that will be integrating with the CostGuard Order Placement...
Make Carrier Porting Form Required on Port-In Short Form for Web Port-In Orders Carriers who need to capture Carrier Porting From when a service is ported in can use Order Field Configuration to make this field required on the Port-In short form. This field is already required on the long form.
Order Action – Set Start Date By using the Order Action of Set Start Date the system can automatically modify the date. Eliminating the need for someone to manually update the start date during the implementation process.
Order Shortcuts in Customer Care The MANAGE menu in the Orders application provides a new option – Order Field Configuration - for configuring defaults and restrictions for selected Order-related fields (Order Type and Change Reasons) that facilitate initiating orders in Customer Care
Reconnect Services Overview The Reconnect Services option in the IDI platform provides an easy way for a user to re-enable services and their child features that had been previously disconnected.
Refresh Service Via Web Applications When a wireless service number in the IDI system gets out of sync with information in the switch, the refresh service provisioning action lets you reprovision the service without having to disconnect and reconnect. Wireless carriers that use the IDI Desktop Client refresh service functionality can now perform the same action in the web order applications. Refresh service can be initiated from the Orders web module or Customer Care.
Web Sales Web Sales is an ongoing development effort to provide a modern solution with robust capabilities to replace the existing CostGuard Client Point-of-Sale Front Office. Functional milestones will be deployed over a series of CostGuard software releases where each subsequent release builds on the prior one.