IDI Platform Version 22.8 Details

Customer Care

AR 8924

Automate clearing tax jurisdiction override on addresschange

Tax jurisdiction for an account is determined through address validation. When the address that determines tax jurisdiction is changed, any existing tax jurisdiction override related to that account or service should be evaluated and removed if the new address is physically in a different tax jurisdiction than the previous address. Failure to remove overrides that are no longer applicable following an address change can result in charging taxes incorrectly.

Prior to this functionality, service representatives were responsible for evaluating and clearing tax jurisdiction overrides when appropriate. Now, you can configure the system to automate this process. This can reduce mistakes and help ensure taxes are charged correctly following an address change. This functionality is controlled by a new setting in Customer Care which is disabled by default.

Orders

AR 9054

Cost override on non-inventoried direct invoiceitems

Users with Cost Override permission can set the cost of a non-inventoried direct invoice item (override the default cost) during order assembly. This can be beneficial when selling a non-inventoried direct invoice item where the item’s cost can vary from one order to another. The flexibility to set the cost for an item on an order-by-order basis helps ensure the profit margin for the item on each individual order is calculated accurately. This calculation is done outside the CostGuard system.

RateBill

AR 8883

Prorated product dynamic chargeenhancement

The Dynamic Charge wizard in the Product Catalog provides a new ProratedProduct Charge option (similar to the existing Charge option) that supports prorating for items with a dynamic (sliding scale) price. This lets you account for mid-period changes and prorate the charge for a product based on the active features throughout the month. For example, you can dynamically calculate in arrears the charge for a data package where the price is based on the quantity of specific SKUs on an account across services. The calculation takes into account proration for adds and disconnects done throughout the bill period.

RateBill

AR 8961

XML output for separating mandatory and non-mandatorytaxes

The Wireless New Charges XML optional report can be configured to separate taxes into Mandatory and Non-Mandatory sections. A service request must be submitted to enable this functionality as the settings are located in the Config Console and are not available to CostGuard users. When enabled Service and Customer level taxes will output within the XML into Mandatory and Non-Mandatory sections. All Extended Tax products will go into the Non-Mandatory sections.

Reports

AR 9032

Invoice Tax Details Auditreport

This Adaptive Request makes the custom report, Invoice Tax Details-Enhanced, a core report available in Report Explorer. The report is renamed as Invoice Tax Details Audit and is available in the Audit>Taxes folder in Report Explorer.

This report facilitates auditing calculated taxes after billing processes have completed. The results help experienced personnel confirm invoiced items were taxed correctly (or not). The report provides insight into taxation details down to the product-level. An example application is to audit the taxation from the roll-out (and billing) of new service-level Products and Packages.

**Please Note: This report is intended to facilitate analysis of the individual product taxing which is being rolled up and summarized on an invoice.  Breaking out products into individual line items in this report may result in small rounding differences when compared directly to the summarized invoice tax totals.