The IDI platform provides quick access to unit balance information via the Customer window.
From the menu bar, select Account > Unit Balance.
From the Summary tab Balance Information section, click the Unit Balances link.
From the Services tab, right-click on the service and select Properties > Unit Balance.
Each of these options displays the Unit Balance window which provides an overview of unit balances for a particular service number.
From here you can drill down in a selected category to see a ledger-style history of unit balance activity (allocations, depletion through usage, adjustments and so on) for individual discounts within the category. You can also adjust (debit or credit) a unit balance from the ledger view.
Opening the Unit Balance ledger
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