Permissions
Access to admin-level E-Rate functions is protected by the Manage E-Rate permission on the Product Catalog Admin role in the Security web module. Users assigned this role can:
Create and edit FRNs
Search and view FRNs
Manually log utilization against FRNs
Create the 474 file for reimbursement
E-Rate Discount Product
E-Rate credits are processed as a volume discount during billing. This discount is implemented through an E-Rate discount product (SKU = E-Rate Discount) in the IDI Desktop Client Product Catalog. The E-Rate discount product is auto-assigned to each new FRN you create.
Note:
Do not assign this discount to accounts or services via an Order. Its sole purpose is to facilitate automating E-Rate discounting.
The E-Rate Discount product is provided as seed data so you are not required to add it to your Product Catalog; however, you should evaluate and update the product for invoice display and General Ledger requirements per your company’s business rules.
For invoice display – review and update the Alt Invoice Desc field (text label for discount on customer invoices).
For General ledger – review and override the Subcategory GL Account.
