There are four standard reports in IDI Report Explorer to support the enhanced installment plan functionality. They’re located in the Installment Plans folder under Customer Care & Management.
Installment Plans By SKU
This report presents the following information related to installment plans by SKU:
Number of active plans
Total value (number of plans * price)
Total outstanding balance (yet to be invoiced)
Users can run this report for a single SKU or all SKUs. Double-clicking a row (a specific SKU) runs the By Accounts report and returns all accounts that have the selected SKU.
Installment Plans By Account
This report lists accounts with equipment purchased on an installment plan. Users can run the report for:
A specific Account Number
Accounts with a specific SKU where plan is still active
All Accounts
Users can choose to include or not include (filter out) disconnected installment plans. For each account, this report returns:
Account Number
Retail Product SKU
Date of the sale
Receipt Number
Whether or not the first installment was paid at the time of sale
Down Payment Amount (if applicable)
Total Installment Amount
Number of Installments (Label as Installments After Sale)
Installment Amount (amount owed each bill period)
Number of Installments Remaining
Remaining Balance
Service Number (if applicable)
In addition to running the report directly from the Report Explorer, users can also run this report as a drill down from the Installment Plans By SKU report by double-clicking on the row for a specific SKU. In this case the report returns all accounts that have the selected SKU.
Installment Plan Sales detail
This report provides details to audit how an Installment Plan (when sold with an applicable serialized retail product) was applied and if it was done correctly according to the IDI customer’s business process.
Installment Plan Payoff Detail
This report provides details on performed Installment Plan Payoffs (in one list) to review, and if the POS transaction was done correctly according to the IDI customer’s business process.