IDI Platform Version 25.6 Details

Customer Management – General Ledger

FR 3642

NetSuite journal entry automation

NetSuite is an IDI partner and a cloud business management enterprise that provides a single, integrated suite for managing accounting, orders, inventory, projects, production, supply chain and warehouse operations. NetSuite Enterprise Resource Planning (ERP) gives you clear visibility into your data and tighter control over your business.

IDI’s NetSuite journal entry integration automates the seamless transfer of general ledger data from IDI’s B/OSS platform into NetSuite as journal entries. By eliminating manual import processes, the SuiteApp accelerates month-end close, improves financial accuracy, and frees finance teams to focus on strategic tasks.

Note:

You’ll need to establish a relationship with NetSuite and coordinate with IDI Account Management to enable and fully integrate the ERP with your IDI BSS/OSS platform.

For more on this, refer to the article for NetSuite Journal Entry Automation in the IDI Knowledge Center.

Customer Care

FR 3644

Managing unit balances for services in Customer Care

A new Unit Balances page lets you view and manage a discount category’s unit balance(s) for a service. A service can have a unit balance from an assigned grant (billing) discount. Grant discounts can be assigned to post-pay and AdvancePay services. The Unit Balance page facilitates analyzing a service’s discount unit(s) utilization to better help your customer service representatives answer balance-related questions. This solution provides a web experience that surpasses what is currently supported in the IDI Desktop Client. You can:

• Quickly see the current balance and expiration dates of a discount category.

• View a history of transactions that result in the current unit balance for a given discount category.

• View usage records that fall under a given discount category.

• Directly adjust the unit balance’s amount for a specific discount category.

Tax Management

FR 3652

View taxes enhancements

The following improvements have been made on the View Taxes form (Applications > Tax Management View > Taxes):

• The Tax On selector has been removed (no longer needed).

• The Tax Class on Distance has been renamed Tax Class on Product for clarity.

Customer Management – E911

FR 3651

Enhanced sequence number generation for E911 file names

The E911 File creation process has been updated to provide a sequence number series for each unique combination of E911 Provider and E911 Company. Previously, the sequence numbering was done for each unique E911 Provider, without consideration of the E911 Company. Refer to the article on E911 File Generation and Management in the IDI knowledge center.

E-Rate

AR 9448

Manual entry of E-Rate utilization against the nextinvoice

USAC audits manual/one-time utilization entries and requires providers to show invoice credits are issued for the same month (bill period) as the 474 file where the manual utilization records are listed. E-Rate has several enhancements to support this:

• Entering manual utilization for the next bill period. This lets you enter utilization records sooner and not wait for finalization to happen first.

• Labeling manual entries with descriptive text lets you identify the prior invoice the utilization is associated with and any other information that is needed to be included on the adjustment.

For complete details on support for E-Rate in the IDI platform, refer to the Managing E-Rate article in the IDI knowledge center.

Customer Management- IDI Desktop Client & Customer Care

84871

Enhanced performance on modifying accounts with many contacts

Modifying accounts with many contacts took longer than expected. Performance improvements have been made to address this.

Customer Management – IDI Desktop Client

84880

Unable to view usage from Unit Balance Ledger

Usage records having more than one discount were not shown when clicking View Usage on the Unit Balance in the IDI Desktop Client.

The view now handles usage records with more than one discount.

Paymentus – AdvancePay

84884

Improved error reporting for auto-renew service

Error reporting for AdvancePay auto-renewal via Paymentus provided insufficient information to identify root causes, making it challenging to diagnose why some accounts were not automatically renewing.

Enhanced logging now reports real exceptions, even when multiple errors occur. This supports more effective identification of the reasons for auto-renewal failures, specifically in scenarios where accounts do not renew as expected.

Customer Management – IDI Desktop Client

84896

Timezone issue when updating a bill cycle

When a change was made to a bill cycle from the Rate Bill Request Center in the Desktop Client, the user’s (client) time zone erroneously impacted the bill cycle start and end dates by adding a timestamp to these dates. This caused downstream issues with determining applicable grant discounts.

This issue has been fixed so changes made to a bill cycle are not affected by the user’s time zone.

IDI Desktop Client Orders – AdvancePay

84924

Renewalerror

During guided assignment, when an AdvancePay product shared an exclusive group with another item in the order, the following error would be thrown when trying to renew the AdvancePay product’s price point: You May not perform this operation on a null NullableDate object

The application has been updated to allow renewal of the AdvancePay product.

Document Storage

06/04/2025

Communications

06/11/2025

Payment Gateway

06/12/2025