IDI Platform Version 25.7 Details

Workflow

FR 3655

Trigger enhancements

Workflow trigger functionality has been enhanced to support better scheduling, auditing, and visibility into completed events. Refer the  knowledge article for Workflow Triggers and Actions for details.

Web Product Catalog

AR 9366

Calculating taxes for different billing scenarios

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.

These enhancements can help tax, finance, and billing managers to shorten implementation/configuration time frames.  

Note:

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.

Core Reports

FR 3669

Reporting on taxes for a selected tax type exempt ID

The Tax Type Exempt ID report is available in the Taxes folder in the IDI Desktop Client Report Explorer. The report returns the taxes associated to a selected Tax Type Exemption.

IDI Desktop Client Product Catalog

AR 9462

Increase maximum length for catalog item Notesfield

Notes field capacity on catalog items in the IDI Desktop Client Product Catalog has been increased to allow up to 4096 characters, with a scrollbar to facilitate reading long notes when appropriate.

Orders – Order Placement API

AR 9497

Service address set as tax address available via Orders web API

This adds TaxServiceAddressID to the ServiceInformationItem OData in the Order Placement web service, enabling the retrieval of service address information for the designated tax service address. Refer to the Order Placement API documentation in the IDI Knowledge Center.

Desktop Client Orders – Taxes

84881

Issuessaving multiple tax exemptions on a retail item

When overriding or exempting more than one tax on a single retail item on an IDI Desktop Client order, only the last change would commit, with previous changes reverting to the default.

This has been fixed to allow overriding/exempting multiple tax line items.

Order Placement Web Service – Port Out

84932

Ported-out account order not updating service numberinventory

When disconnecting a service and customer via Create Cart or Modify Cart in Order Placement, and setting IsCustomerAction to true, the Service Number Owner field was not populated on the service if the service was also being ported out during the disconnect.

The web service has been corrected to set Service Number Owner on all port-out service disconnects as part of a bulk action.

Order Management Web Service – Provisioning Batch Item

84941

Improved performance when provisioning a batch item

The Provision Batch Item endpoint in the Order Management Web Service, used in the Provision From Order Workflow Action, sometimes queried the database unnecessarily.

This endpoint has been optimized to eliminate unnecessary queries to the database and improve performance.

OnlineBill

84910

Password changes applied to wrong account

Password changes in OnlineBill were sometimes applied to the wrong account because the system did not always use the correct customer information.

The system now consistently uses the correct customer ID to ensure password changes update the intended account.

OnlineBill – Paymentus

84882

Invoice Summary/Detail incorrectly displays AutoPayenabled

OnlineBill invoices displayed Automatic Bill Payment is scheduled on this account message, even when AutoPay was inactive. The system did not check the Paymentus configuration and instead relied on the presence of any payment account’s recurring status.

OnlineBill now displays the AutoPay message only when Paymentus is configured and an active Paymentus AutoPay schedule exists.

Customer Management –
E-Pay

84897

E-Pay not pulling the full invoice charge

Payments would time out while writing to the audit log.

The system now retries rewriting to the audit log once after a 5-second delay. If the retry also fails, the system still completes the payment successfully and skips the audit log entry. The new retry logic prevents transient logging issues from blocking payments.

Billing

84938

Prebill incorrectly updating contracts

Prebills no longer mark contracts as billed or final billed, which could affect how contract penalties applied during the final invoicing.

Customer Care – AdvancePay

84929

Payment issues after selecting multiple services for auto-renew

From the Account > AdvancePay Auto Renewal page, if you attempted to add more than one service to auto renew, only the first one was saved, causing incorrect or incomplete updates.

The system now processes updates where multiple services are selected for auto renewal.

Order Management Web Service – Provisioning Batch Item

84941

Improved performance when provisioning a batch item in Order Management web service

The Provision Batch Item endpoint in the Order Management Web Service, used in the Provision From Order Workflow Action, sometimes queried the database unnecessarily.

This endpoint has been optimized to eliminate unnecessary queries to the database and improve performance.

Workflow

07/08/2025

Payment Gateway

07/15/2025