Prior to version 19.1, billing installment plans could be moved when a service was moved to a different account. The retail installment plan information was not included. In IDI platform version 19.1, when a service is moved to a different account and you opt to move the installment plan, the retail installment plan information will move with the service to the new account. This lets you view the original POS receipt and the installment agreement on the moved-to account.
The following new functionality is provided:
Changes to the IDI platform to move retail installment plan information when a Move Service order includes the installment plan.
Enhancements to Desktop Client and Customer Care to display the Moved-From/Moved-To account information on moved installment plans.
Note
Returns on a moved retail installment plan are not supported from the Moved-To Account. The original POS transaction is tied to the original account. A return can either be done against the original account, or a blind return can be done.
When a service is moved to a different account and you opt to move the installment plan, the retail installment plan information will move with the service to the new account.
Moved-From Account
When viewing the retail installment plan on the moved-from account in Customer Care:
The remaining Balance will be zero
The payoff option is not available
Final Installment Date will be the date the plan was moved
The account the plan was moved to is displayed
Moved-To Account
When viewing the retail installment plan on the moved-to account in Customer Care or Desktop Client
The account the plan was moved from is displayed
Users can view the Billing Order for the move service order
The Receipt Number of the original POS transaction for the installment plan is displayed
Users can pay off the installment plan
