About the IDI Billing and Operator Support Platform

The IDI platform is an integrated set of billing and operator support tools for telecommunications providers. It helps companies manage their client base, products and services, rating and billing operations, and includes both standard and customized reports to monitor ongoing financial performance. POS (Point Of Sale) seamlessly integrates retail business functions into the IDI Desktop Client including sales, product, location and inventory management, and financial reports. This and a comprehensive array web applications comprise a world-class, cloud-based B/OSS platform that provides the power and flexibility you need to deliver the frictionless, end-to-end, omnichannel experience your customers demand.

This help site covers all functionality available via the IDI Desktop Client. Separate help sites cover Admin Console and the respective web applications. Click here for a quick look at the client user interface.

Setup Tips

Your solution is installed and set up by IDI. Following installation and initial setup, you may be required to perform one or more of the following to complete the setup:

Application	Task	Where to Look in Online Help
Configuration Console	Set up environments and establish database connections.	Note Configuration Console is maintained by IDI personnel.
Admin Console	Configure user accounts and permissions.	*Administration Console > Security*
	Configure business rules to optimize operating parameters per your requirements	*Administration Console > Business Rules* Note: Some rules are only accessible by IDI
	Configure data tables for IDI Desktop Client drop-down lists.	*Administration Console > Data Management*
IDI Desktop Client - Product Management	Set up recurring and non-recurring products and usage-based services, and their fee structures.	*IDI Desktop Client > About Product Management*
	Configure guided assignments to facilitate order entry.	*IDI Desktop Client > About Product Management > About Guided Assignment*
	Set up pricing plans, rate plans, and rating methods.	*IDI Desktop Client > About Product Management > Defining Rates and Rating Methods*
POS Back Office	Configure locations including register policies, return rules, tender types and so on.	*IDI Desktop Client > POS Back Office > About Global Location* and *POS Back Office > About Back Office Setup.*
POS Back Office	Set up data tables related to POS, for example Return Reasons and so on.	*IDI Desktop Client > POS Back Office > About Back Office Setup.*
Inventory Management	Set up equipment and service number inventories.	*IDI Desktop Client > About Service Number and Equipment Inventories*
Taxes and Back Office Management	Tax management, NPA NXX management, Roaming and more.	*IDI Desktop Client > About Rating and Billing > Auxiliary Info Management* and *IDI Desktop Client > About Rating and Billing > Tax Management*

When setup is complete, you are ready to begin using the IDI Desktop Client and/or POS to create and manage customer accounts.

Task	Where to Look in Online Help
adding and managing customer accounts entering orders for services and related features suspending, hotlining, redirecting and restoring services journals, follow-ups and trouble tickets work plans provisioning and verification credit scoring MSAG processing and E911 management	See *Customer Management.*
managing invoices payment and adjustment allocation accounts receivable management and E-Pay accounts	See *Accounting.*
reports	See *Core and Custom Reports* and *About POS Reports*.
event logs execution plan search audits working with SQL usage databases	See *Troubleshooting.*