IDI Platform Version 25.6 Details

Article Contents

IDI Platform Version 25.6 Core Bulletin

Change Orders

Functional Area	AR/FR	Description
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 next invoice 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.