Introducing the Credit Risk Report, a valuable tool designed to keep you informed about the latest updates in the overall financial obligations of your customers or resellers for Microsoft NCE and other subscription services.
With this report, you'll gain enhanced control over credit risk exposure, empowering you to make timely decisions within the vendor-supported cancellation period, such as the 7-day window for Microsoft NCE subscriptions.
The Platform has been diligently working on various enhancements to promote transparency in the Microsoft CSP NCE sales process, and this report stands as one of the many improvements we've implemented.
The report has several filter groups, each with its own filters.
In the Subscription tab, there is a tag next to the Subscription name indicating whether it is an NCE offer or not.
If you already have the subscription open, click on the offer.
1) NCE offer will have fields Term Duration and Billing Cycle, where the Legacy offer will have only the Billing Cycle
2) The legacy offer will also include a field called Unit price
When looking at the product catalogue, you can easily distinguish NCE offers from non-NCE by looking at the icon. All NCE offers have "NCE" written in the upper left corner of the Microsoft icon. See the examples below.
NCE offer:
non-NCE offer:
How to distinguish between offers by contract type?
Open the Invoice section and look at the contract type. "Azure Plan & One-time" contracts are for NCE offers.
How to distinguish between offers in Invoices?
Open the Invoice section and choose any invoice you would like to verify
Once you have the invoice details, slide the ruler to the right side till "Vendor offer ID". For NCE offers the vendor reference number starts with capital or lower case "CFQ".
How to distinguish NCE offers in the Subscription report?
Subscription report contains filters to distinguish NCE offers from non-NCE offers. If the "Is NCE" tab record displays "true", the selected offer is NCE. You can filter the subscriptions on the left side in the "Microsoft NCE" section.
How to distinguish between offers while using "Search" in the catalogue?
At the moment, there are situations where duplicate offer names appear in the search results, as one of them is NCE and the other is non-NCE. This is because the product names are imported from Microsoft directly, and the titles are not distinguishable. This situation is going to solve itself in a few months once all the legacy offers are discontinued. In the meantime, we are preparing a workaround to amend the situation - tags will be added to the product names. Follow the product releases to not miss this update!
I’m pleased to share that AppXite has joined Aries Global, a software group that partners with founder-led B2B platforms across Europe and North America. Specifically, Aries Global Software Ltd. has acquired a controlling stake in AppXite, thus giving AppXite long-term backing to scale internationally and continue investing in the platform you rely on today.
What this means for our partners
Please see the press announcement here.
Thank you for your continued trust and partnership. We’re excited about what comes next and look forward to building it together.
Warm regards,
Nicolas Albana
CEO of AppXite
We're excited to announce our participation as exhibitors in MWC Barcelona 2026, the world’s leading event for the mobile, telecommunications, and digital infrastructure ecosystem, organized by the GSMA. Taking place from March 2–5, 2026, MWC Barcelona will once again bring together global industry leaders to explore how connectivity, cloud, AI, and digital services are reshaping business models worldwide.
As telecommunications providers accelerate their evolution from telcos to techcos, AppXite will demonstrate how modern, scalable eCommerce, billing, and order management platforms are becoming a critical foundation for monetizing next-generation digital services.
Product Updates
New Credit Risk Management capabilities give distributors and sellers greater control over commercial risk while keeping sales moving smoothly. With Credit Risk Profiles, Offer Restrictions, and Credit Limit Approvals working together, partners can tailor which offers, commitments, and billing options are available based on risk level - ensuring customers only see compliant, low-risk purchasing options.
This helps prevent unintended billing setups, reduces exposure to long-term or unsupported commitments, and enables proactive review of high-value transactions before fulfillment. The result is fewer payment defaults, improved cash-flow predictability, and the confidence to support larger or higher-risk deals without adding friction to everyday business.
Learn more: Credit Risk Management, Multi-Tier Order Approval, Currency & Payments
Effective January 19, 2026, Microsoft is changing how non-renewed subscriptions behave at expiration. To support this update, the AppXite platform is introducing support for Microsoft’s Extended Service Term (EST) model, enabling CSPs to maintain service continuity and ensure accurate billing for expiring NCE subscriptions.
Effective April 1, 2026, when subscriptions are not renewed, customers can renew, cancel at end of term, or transition to an EST—separate SKUs priced at the standard monthly rate plus a 3% uplift and cancellable at any time with prorated billing.
This update enables distributors, sellers, and direct CSPs to manage post-expiration usage more predictably, avoid unexpected service disruption, and proactively guide customers through renewal decisions while aligning ongoing consumption with Microsoft’s updated commercial terms.
Learn more: Extended Service Terms Scenarios, Extended Service Term FAQ
Microsoft Extended Service Terms for NCE Subscriptions
The platform introduces Microsoft Partner of Record (POR) validation to help distributors and indirect resellers prepare for Microsoft enforcement and reduce order failures. A new Validate button allows users to check a reseller’s PLA ID (formerly MPN ID) in real time using Microsoft’s POR API during seller onboarding and contract management.
This enables partners to identify invalid reseller configurations early, prevent failed subscription orders and changes, and make informed decisions when supporting existing subscriptions, improving compliance readiness and operational efficiency ahead of POR enforcement.
Learn more: How to create a new Seller?, APIs: Validate PLA ID for MS seller
Vendor News
Strengthen renewal and upsell efforts with extended Microsoft 365 suite promotions through June 30, 2026: 10% discount on Microsoft 365 E3, Security add-on suites (Purview Suite and Defender Suite), and Microsoft 365 E5 three-year subscriptions; 15% discount on Microsoft 365 E5 annual term (one year); 50% discount on Microsoft 365 Copilot license.
Now CSP partners can purchase SQL Server 2025 starting December 17, 2025, ahead of the January 2026 price list. With this early availability, partners can get a head start on renewals and migrations, positioning your business as a trusted advisor for customers planning their next data platform upgrade.
After evaluation of the marketplace business, invoicing best practices, and global partner feedback, Adobe will be moving all VIP Marketplace Direct Partners’ invoice billing period from monthly to weekly. Weekly invoicing provides Direct Partners with more flexibility and helps partners better manage credit limits through smaller, more frequent payments. Invoices will be generated every Monday at approximately 12:30 a.m. PT, starting on February 1, 2026.
Platform remains on track to meet Adobe’s API requirements by February 2026. Product Change Mix, Recommendations, and Late Renewal are in active development, while High Growth, High Volume Discount, and Reseller Change have MVPs delivered. Final improvements — including pricing display fixes and Recommendations Phase 2 — are scheduled for February, keeping us well aligned with Adobe’s compliance timeline.
Starting February 2026, AvePoint will streamline its catalog by replacing the current FLY Server bundle with a standalone, annual per-object SKU and hiding FLY SaaS Tenant-to-Tenant monthly SKUs (existing subscriptions stay active). AvePoint will also unify Reseller and MSP products into single SKUs to reduce duplication and simplify the buying experience.
Platform News
AppXite-HaloPSA seamless integration eliminates manual reconciliation between subscription billing data and HaloPSA.MSPs can now rely on a single, fully automated flow—from subscription purchasing to recurring invoicing—ensuring accuracy, transparency, and significant time savings.
Partners can now enable automatic synchronization of subscriptions, customers, and invoices, providing centralized visibility and eliminating manual reconciliation, keeping Sophos data intact while improving billing accuracy, reducing operational effort, and enabling informed revenue oversight.
New promotions capability gives partners full control over channel-wide discount strategies, enabling precise targeting and custom discount values per organization to strengthen partnerships and support competitive, business-aligned pricing.
With automated discount application, transparent pricing, and organization-specific billing, partners can run strategic campaigns that boost sales, strengthen partner relationships, and improve market competitiveness - without manual effort. This upgrade turns promotional pricing into a scalable, data-driven growth tool that grow revenue, efficiency, and channel performance.
New billing configuration capabilities empower partners to define, manage, and preview billing rules directly through a new user interface, enabling product managers to build billing models that match real business needs - improving revenue accuracy, reducing disputes, and enabling scalable pricing strategies across diverse offers.
With full control over billing dates, proration logic, rounding precision, usage billing methods, and component-level overrides, product managers can design billing behavior that supports predictable cash flow, transparent invoicing, and customer-friendly subscription management. This capability streamlines operations, speeds time-to-market for new offers, and ensures billing practices align with financial requirements and customer expectations.
Vendor News
Microsoft is launching Microsoft 365 Copilot Business on December 1, 2025, bringing enterprise-grade AI productivity to SMBs with up to 300 users at a significantly lower price point. This new plan gives small and mid-sized businesses access to AI features across Word, Excel, Outlook, Teams.
Starting December 1, 2025, Microsoft will strictly enforce POR validation for all CSP orders — including new subscriptions and any changes to existing ones. Partners must ensure their PLA ID is valid, tied to an active CSP tenant, and associated with a distributor in the correct CSP region.
Platform remains on track to meet Adobe’s mandatory API requirements by February 2026. Product Change Mix, Recommendations, and Late Renewal are in active development, while High Growth, High Volume Discount, and Reseller Change have MVPs delivered. Final improvements — including pricing display fixes and Recommendations Phase 2 — are scheduled for February, keeping us well aligned with Adobe’s compliance timeline.
The reseller approval code is now valid for 7 days, an increase from the previous 72 hours. This code is emailed to all customer administrators, who then share it with the new reseller to authorize the transfer.
Starting February 2026, AvePoint will streamline its catalog by replacing the current FLY Server bundle with a standalone, annual per-object SKU and hiding FLY SaaS Tenant-to-Tenant monthly SKUs (existing subscriptions stay active). AvePoint will also unify Reseller and MSP products into single SKUs to reduce duplication and simplify the buying experience.
How to apply Adobe promotion codes
Platform News
Businesses can plan ahead by scheduling subscription purchases straight from the shopping cart to align perfectly with contract renewals, budget cycles, or project start dates. This ensures services are activated exactly when needed, avoiding costly downtime, accidental overlaps, or missed renewal deadlines.
Instead of requiring full payment upfront, businesses can accept a portion of the amount due while tracking the remaining balance. This makes it easier for partners to manage large invoices through installments or within their credit limits, and gives partners greater flexibility in how payments are collected.
Give organizations detailed visibility into each charge by breaking down invoices into individual components such as network, memory, CPU, or storage, ensuring full cost transparency.
This level of detail supports clarity on what customers are paying for, procurement teams can allocate costs accurately across projects or cost centers, finance teams reduce disputes and accelerate payment cycles, and sales teams gain insight into component-level profitability for margin analysis and upselling opportunities.
Instead of receiving separate invoices for each subscription in one order, businesses can now get one consolidated invoice that lists all items in the order on separate rows. This improves cash flow by generating an immediate invoice as soon as the order is provisioned, enabling faster revenue collection than traditional monthly billing.
This platform capability supports different use cases. For example, multiple offers from the same vendor are combined into one invoice, while mixed vendor orders generate separate invoices based on each vendor’s billing rules. It also supports cases like license quantity changes, same-day multiple orders, or partial provisioning, where invoices are created only for successfully provisioned items. This flexibility helps distributors and sellers manage one-time purchases efficiently while maintaining clear, auditable billing records.
Transferring Microsoft organizations between sellers helps distributors to streamline partner and customer management, safeguard billing accuracy, and ensure uninterrupted subscriptions. The transfer is supported by robust platform validation to ensure billing integrity and continuity of subscriptions.
By providing a comprehensive overview of all vendor, distributor, seller, and customer organizations in one interface - with powerful search, filtering, and export capabilities- businesses can quickly navigate complex partner ecosystems, uncover insights, and take action faster.
The platform Help Center now features a built-in AI assistant - Mia - designed to provide instant, intelligent support. Mia acts as a powerful search engine across our knowledge base and API documentation, provides clear answers to product and technical questions, and escalates tickets to the support team when needed.
Vendor News
As part of the requirement for customers to reaccept the MCA (if previously accepted via attestation before April 1, 2023), we would like to inform you that AppXite has compiled a list of customers who fall into this category. To receive your customer list, please submit a request to AppXite Support.
This list can help identify customers which will need to reaccept the MCA through one of the attestation methods - using the APIs, Partner Center UX, MCA bulk attestation tool (available only until July 1, 2025) or direct acceptance by the customer.
After October 7, 2025, customers which last accepted MCA before April 1, 2023 will face restrictions on new subscriptions and certain management actions.
Microsoft will enforce Partner of Record (POR) validation via API for all new CSP orders beginning on September 1, 2025. Transactions will be blocked if the indirect reseller assigned as POR is out of compliance.
To be compliant, an indirect reseller must:
Beginning September 1, 2025, validation checks will block transactions if PLA ID (formerly MPN ID), region, or tenant status is noncompliant, and system-generated error codes will indicate the reason for failure.
As part of ongoing efforts to improve operational efficiency and deliver greater value to customers, Adobe is introducing API requirements that will take effect by the end of Q1, Adobe FY26. Each quarter, Adobe will introduce the next quarter’s API Requirements.
API requirements are tied directly to quarterly rebates. As of February 27, 2026, partners who do not meet these Q1 FY26 requirements risk losing up to 25% of their Q1 M1/M2 rebate payout.
Currently, AppXite supports 2 of the 6 required Q1 FY26 API requirements and is actively working on expanding this:
We are committed to delivering the remaining required features on our platform before the February 2026 deadline, and we will provide regular updates on our progress, timelines, and the steps you’ll need to take to remain fully eligible for rebates.
Starting September 1, 2025, Adobe will deprecate EU English SKUs on the EUR price list. For customers without a 3-year commitment, these subscriptions will not renew. This change affects roughly half of the EUR catalog and will require action to avoid service interruption.
To stay covered, customers must migrate to the equivalent MEL SKU. If you’d like to schedule the MEL subscription so it automatically replaces your current one at renewal, please contact AppXite Support. Otherwise, Adobe will mark the subscription as “not renewed,” which will appear in AppXite platform within a few days.
Article: Rethinking Billing Management for Telcos in the Age of AI, 5G, and Cloud
Meet AppXite at GITEX Global 2025 in Dubai on October 13–17
Platform News & Updates
Discover the latest CPQ capabilities demonstrated through two example offerings — Private Cloud and Modern Workplace. These offers highlight a modern UI, guided configuration, and automation options to improve the user experience when configuring and managing cloud subscriptions.
One of the most debated updates is the substantial increase in the billed annual revenue requirement—$1M USD for direct bill partners and $30M USD for distributors per region. In addition, partners must now meet stricter compliance standards, including annual operational and security assessments, an active Solutions Partner designation, and an Advanced Support plan. These changes mark a clear shift toward favoring larger, operationally mature partners.
Ensure your organization meets the new requirements while AppXite platform demonstrates its platform’s full alignment with Microsoft’s operational and security standards.
Starting June 1, 2025, Microsoft will offer three-year subscription terms for E3, E5 (with or without Teams), and Teams Enterprise in CSP. These plans are available on the AppXite platform with upfront, triennial, or annual billing, excluding End-of-Sale products.
Upgrade subscriptions by selecting an existing one as the destination, avoiding duplicates and aligning with Microsoft’s native capabilities. Eligible target subscriptions from Partner Center appear in a new dropdown during the upgrade process, keeping records clean and consolidated.
Manage organization-specific payment terms more efficiently with the new Payment Terms tab, offering a sortable, filterable grid and editable fields under Settings -> Currency & Payments. Edited payment terms are reflected in the Invoices section, ensuring consistency and visibility across related financial records.
Offer US customers greater flexibility with the Stripe ACH as an additional payment method, complementing the existing Stripe Credit Card option. This allows partners to offer customers a secure and convenient way to make payments directly from their bank accounts.
Article: Why Tech Stack is the Secret Sauce for Telcos to Become Big Tech Companies
AppXite Achieves Ecovadis Silver Medal for Sustainability Performance
Effective April 1, 2025, monthly billing plans for annual subscriptions will be priced 5% higher than annual billing options. Billing plans can be adjusted at the renewal date. Assessing your current product margins and informing customers about pricing changes is recommended.
Google has incorporated Gemini AI features into its Workspace Business and Enterpirse plans without a separate add-on fee. As a result, pricing for these plans will increase starting on March 17, 2025. It is recommended to assess your current product margins and share updates with customers.
AppXite will be attending at MWC (Mobile World Congress), the world's premier mobile and telecommunications industry event, from March 3 - 6 in Barcelona. Meet us in person at booth #7C71!
Canalys, a leading global technology market analyst firm with a distinct channel focus, has recognized AppXite as a leading tech stack in two categories - Ecosystem Marketplace & Integrations and Channel Finance, Pricing & Inventory.
Activate a structured, step-by-step order review process before fulfillment, establish credit limits to mitigate financial risk.
Consolidate multiple invoices into a single document and collect payments for individual or multiple invoices.
Get improved control and visibility over your subscriptions, view wide datasets, filter options, and customizable layouts.
Track the recurring revenue of your business, view trends, and get insights about projected future revenue.
While summer may have passed, things have been busy at AppXite! During these past few months, we’ve launched several exciting new features designed to extend offer and pricing plan capabilities. Dive in! 👇
End-date alignment or co-terming allows partners to align subscription renewal dates for multiple Microsoft products, enabling them to renew on a single renewal date.
When creating a price plan, partners can now select TextArea to insert external content in configuration form, and Action Button to simplify the data submission process and provide immediate feedback in case of form errors.
Now pricing plan designers have more dynamic control over plan components using radio button groups with show/hide functionality and configurable button orientation, box size, color and form of visibility.
When creating a price plan, partners can now upload images to the form, which could be used to illustrate products, demonstrate features. The offer creation form is extended with the ability to upload custom icons directly from local machines in PNG or JPG format.
An In-Line View Mode now displays the initial price directly within the plan settings, leveraging dynamic price calculations. By integrating inline price displays and real-time calculations, partners benefit from a more transparent and efficient configuration process, with immediate access to pricing.
We are excited to announce the launch of 360 report for all sellers and distributors with Seller Admin or Distributor Admin role. This report provides a unified view of the entire business, displaying and comparing the sales performance data across all customers and partners.
Deep-dive of organizational insights →
Now on the platform, you can upgrade part of your subscriptions to a higher plan. This will result in two subscriptions: the original one with the same end date but fewer seats, and a new upgraded subscription that is co-termed to the original plan.
If your product portfolio includes data center services with vCloud Director, AppXite can turn it into a fully automated business system where your partners and customers can purchase and manage virtual machines while data is seamlessly synchronized with the VMware Cloud Portal.
This grid simplifies account managers' daily tasks by providing a full overview of all essential subscription details in a single view including price, cost commitment, scheduled changes, cancellation policy, renew on/off, etc.
Article: VMware in Broadcom Era: Time to Leave or Opportunity?
Vendor News: Update to the New Commerce Public Sector Migration Timeline
Blog: Understanding Usage-Based Pricing Models
Acronis integration with AppXite allows end-users and resellers to sell, automatically provision, and manage (activate, suspend, upgrade, unsuspend, terminate) Acronis Cyber Protect Cloud subscriptions for various billing models. Get started →
Acronis Cyber Protect Cloud is an all-in-one integrated backup and cybersecurity platform for MSPs. The new offerings will help your partners deliver integrated backup, disaster recovery, cybersecurity, and endpoint management at scale while preserving margins and streamlining business operations with powerful automation capabilities and broad integrations. Read more →
To address the concerns of the European Commission, Microsoft introduces a new lineup of commercial Microsoft 365 and Office 365 suites in these regions that do not include Teams, and a new standalone Teams offering for Enterprise customers starting October 1, 2023. Read more →
New updated Microsoft offers are available on the AppXite platform and partners are obliged by Microsoft to disable the offers that are no longer allowed to be purchased in the EEA and Switzerland and enable the offers without Teams. Make sure that a Teams standalone offer is enabled in your platform! Announcement | Blog | FAQ document | Partner guidance deck
We've recently made updates to our platform to streamline usage-based billing. In the coming weeks, a dedicated newsletter will provide guidance on how partners can leverage this feature to further optimize their datacenter and cloud operations. Stay tuned!
We're excited to announce that AppXite, for the second year in a row, has earned a position among 233 companies that constitute the global ecosystem software landscape. Read more →
See active and upcoming promotions and offers at the Global Promo Readiness Guide collection.
Receiving feedback from partners that system changes at the end of the calendar year would be difficult, Microsoft will now launch legacy Public Sector offers and begin Microsoft-led Public Sector migrations to new commerce in 2024.
Some of the major developments from the last weeks include the release of the new subscription prices API that allows getting prices for each subscription, enhanced product configuration by adding the quantity field to the cart for all NCE offers, and the release of a detailed granularity for charges in invoices.
Subscription prices API allows you to get prices for each subscription. A lightweight alternative to retrieving full subscription details for when you only need to display the price in your webshop, ERP or another system.
AppXite platform has long allowed all vendors to package together any number of service components into one pricing plan. Each component can have its own quantity the customer configures individually - units of hardware, software license seats, amount of storage or bandwidth, etc.
Meanwhile, end customers and sales teams still need to see "quantity" in cart, reports and other places that help check or track the configuration of their subscriptions. In this update, we are adding the quantity field to the cart for all NCE offers. This should help you ensure that the main part of the configuration is correct right before you place your order.
As part of our future roadmap, we are planning to release a more robust and universal solution that connects the configurability needs of vendors and the ease of use end-customers continue to expect.
AppXite platform by default consolidates pro-rated charges into a single billing line item. With the introduction of detailed billing line item functionality users have the flexibility to leverage a simplified view when managing billing at scale and to keep information condensed and readable on invoices. In case customers have specific questions about how a specific billing line item was calculated it is possible to view those details in the platform.
For example, for subscriptions with quantity change, Vendor would typically generate 4 pro-rated billing line items, which are consolidated into 1 by AppXite. Thus when operating with a large number of customers it becomes easy to achieve a robust overview of charges applicable to the Seller or Customer. With the flexibility to show detailed billing line items, it is still easy to provide details for charges with exact Charge Date and Charge Types as specified by Vendor.
Reporting-API-Detailed-Invoice-Line-Items
Disclaimer: access to this feature will first be limited to distributor admins, with the rollout for all eligible user roles in the upcoming releases.
With 360° report, you can gain all-around visibility into the subscription sales performance across all your channel and locations thus helping you to understand the mechanism of best-performing sales models and identify the flaws. The report will soon be available in the Reports section on the AppXite platform.
Updated Microsoft Customer Agreement (MCA) coming in March 2023
The MCA for CSP program will have an update in March 2023 to improve the flexibility to update terms as needed in the future, align to broader changes, and future-proof for new offers.
Introducing the Microsoft 365 E3 Do More with Less (DMWL) promo
The Microsoft 365 E3 DMWL Promotion for CSP customers is now available, from February 1, 2023 to June 30, 2023, with a 15 percent discount on the net partner price for new customers.
New Teams Premium is now available
Teams Premium is now available to help customers do more with less and increase productivity with new AI-powered meeting capabilities, including Large Language Models powered by OpenAI’s GPT-3.5.
Some of the major developments from the last weeks include the release of the new APIs, subscription upgrades that allow fully upgrading NCE subscriptions to higher-tier offers,and extending MFA to Custom User Database accounts thus harmonizing the access control features across all Identity Providers.
AppXite is happy to announce the release of the new APIs that provide faster and more comprehensive interaction with the platform data and support external marketplace integration. The new APIs will enable partners to interact with the Catalog, Offer Prices, Subscriptions, Microsoft Tenants, and Custom Properties.
Reporting API - detailed invoice line items
Reporting API can return detailed invoice line items. With this functionality, you can have the flexibility to leverage a simplified view with consolidated invoice line items and when necessary, switch to granular invoice details. As such, it is easy to obtain an overview of charges across different subscriptions and access details of pro-rated charges when needed.
These APIs will allow you to get your platform catalog of offers and display it outside the platform. For instance, you can build your own marketplace as a customer-facing UI with the catalog of offers being displayed and available for purchase, whereas the platform will be used as a back-end functionality.
These APIs will allow you to place and provision orders programmatically. As a result, you can use your own marketplace and/or CRM/ERP to place and provision orders on the platform.
These APIs will allow you to collect subscription data and manage subscriptions outside the platform (e.g. in your ERP/CRM and/or marketplace).
Manage Microsoft customer tenants
These APIs will allow you to validate and create Microsoft Tenants programmatically. This will allow you to incorporate the Microsoft tenant management functionality in your offer purchase flow.
Welcome to AppXite Academy
New commerce experience for CSP: Journey map now available
This journey map provides information about Cloud Solution Provider (CSP) new commerce capabilities that are available now, and what’s planned over the coming months.
Extended timelines for transitioning to GDAP
Microsoft is providing partners with more time to make the transition from DAP-to-GDAP. Also, have a look at what's planned in the Journey to Zero Trust roadmap.
Now live: Azure savings plan for compute
Microsoft officially announced the general availability of Microsoft’s new Azure commitment-based offer, Azure savings plan for compute. It’s a flexible pricing model that unlocks savings compared to pay-as-you-go pricing when you commit to spend a fixed hourly amount on select compute services for either one or three years.
Improvement: Enhanced Microsoft Promotions Validation
AppXite Platform is improving how Microsoft promotions are evaluated and applied during the order configuration process . With this update, AppXite introduces a 1:1 validation logic aligned with Microsoft Partner Center's cart validation, applying the same eligibility checks Microsoft itself uses when a partner builds a cart. This ensures that promotion eligibility displayed in AppXite accurately reflects what Microsoft Partner Center accepts, resulting in a more predictable and reliable purchasing experience. Note that customers must have an active MCA signed to see eligible promotions.
Learn more: Promotions in NCE
Microsoft CSP Support Offer for Streamlined GDAP Management
A new Microsoft CSP Support offer is now available for partners. Built entirely on AppXite’s platform capabilities, the solution transforms Microsoft support into a scalable managed service with automated GDAP provisioning, approval workflows, subscription creation, and centralized reporting. By eliminating the manual complexity traditionally associated with GDAP, partners can onboard customers faster, streamline Microsoft support escalations, maintain compliance through built-in audit trails, and gain full visibility into active relationships, expiry timelines, and auto-extension statuses across their entire GDAP estate.
Learn more: How to configure and use the Microsoft CSP Support Offer?
More Flexible Partner Price Management
Platform introduces significantly more flexible and scalable pricing management capabilities across the AppXite platform, allowing partners to configure Seller- and Customer-specific markup exceptions directly within the same Price Tier without creating separate tiers. The release includes a new Summary view with advanced filtering, cross-filtering, export functionality, configurable pricing logic for vendors, and offers improved organization management, enhanced import/export capabilities, and expanded reporting visibility. Additional UI and backend improvements deliver better navigation, sticky headers, configurable columns, pricing previews, margin-based calculations, and modernized workflows, enabling partners to manage complex pricing structures more efficiently while maintaining full visibility and auditability across all pricing configurations.
Learn more: Distributor: How to manage Partner Prices?
APIs: Delete price tier, Assign organizations to price tier, List organizations eligible for assignment, List organizations eligible for unassignment, Prepare bulk prices payload, Create prices in bulk
Flexible Pricing Sync Options for HaloPSA Integration
The HaloPSA integration has been enhanced to provide greater flexibility in how pricing data is synchronized, allowing partners to choose between total subscription values or calculated unit prices for cost and selling price. This update supports a wider range of partner billing and reporting preferences, reducing the need for manual recalculations or data adjustments outside the platform.
Learn more: HaloPSA integration
Logs & Monitoring Page for HaloPSA Integration
In addition, the new Logs & Monitoring page for the HaloPSA integration provides partners with a 30-day history of synchronization activity and API events, including detailed error and warning tracking, making it easier to identify and troubleshoot failed synchronization scenarios.
Learn more: HaloPSA integration
Product Hub Login Experience Redesign
The Product Hub login experience has been redesigned with a modern, streamlined interface built around an identifier-first authentication flow. Users now begin the sign-in process by entering their email address before being presented with available authentication methods, including SSO providers such as Microsoft and Google or password-based login through an external authentication screen. The updated experience introduces improved email validation, a cleaner and more focused UI without unnecessary elements, and responsive design support across desktop and mobile devices, enabling faster and more intuitive access to partner resources.
Learn more: How to log in to Product Management tool
Adobe Closed Discounts: Promotional Pricing Visibility
The platform now supports pricing visibility for Adobe Closed Discounts during order configuration, allowing customers to immediately see discounted pricing when eligible promotional codes are applied. Since Closed Discounts are not returned through the standard Flexible Discounts API, the platform now calculates discounts directly from Adobe order preview pricing responses, ensuring accurate pricing is displayed throughout the purchase flow. Applied discount details are also returned during provisioning and shown within subscription information, improving transparency for both partners and customers.
Learn more: How to apply Adobe promotion codes
Adobe Flexible Discounts: Reusable Discount and Discount Lock Support
Support for Adobe reusable flexible discounts has been added to the Platform. Reusable discounts are now fetched from Adobe and displayed alongside standard active discounts, with the discount lock end date shown as the effective end date and the status Reusable to distinguish them from standard Active discounts. On the Subscription Details page, Partners can see when a reusable promotion will be automatically applied on the next renewal, without requiring an additional opt-in.
Learn more: How to retrieve Adobe promotions via API
Improved Custom Invoice Accuracy with Invoice Line Details, Auto Pricing, and Receiver Identification
This release improves the Custom Invoice experience by increasing clarity, reducing manual errors, and strengthening invoice traceability. “Custom Charge Details” has been renamed to “Invoice Line Details,” enabling partners to more clearly reference related invoices and align with business terminology. Total Price is now automatically calculated as Quantity × Unit Price across invoice creation flows, minimizing manual input errors while still allowing flexible overrides when needed. Additionally, invoice receiver identification has been updated to display both Organization Name and Organization ID (GUID), eliminating ambiguity when multiple entities share the same name and enabling more precise search.
Learn more: Custom Invoice overview
Strengthened Pricing Governance with Dedicated Price Tier Admin Role
The introduction of the Price Tier Admin Role strengthens governance and operational clarity by separating pricing responsibilities from the broader Distributor Admin function. By removing access to price tier visibility and management from Distributor Admins and consolidating these permissions under a dedicated role, the system reduces the risk of unauthorized changes and improves control over pricing strategies. Automatically assigning the new role to existing Distributor Admin users ensures continuity while enabling more precise permission management going forward. Overall, this change enhances security, supports better compliance, and streamlines pricing administration by clearly defining ownership and accountability.
Learn more: Distributor: Seller Price Management, User Permissions and Roles: A Guide for Distributors, Sellers, and Customers
Promotion API Available Through APIM
The Promotions system is now available through APIM, enabling vendors to integrate promotion management directly into their external systems and automate pricing operations across the partner network. Through the new Promotion APIs, vendors can create promotions, filter promotions by criteria, retrieve promotion details by ID, enable or disable promotions, and synchronize promotions and promotion changes directly to subscriptions. This enhancement extends the platform’s targeted promotion capabilities with greater automation, operational efficiency, and seamless integration with existing business and billing workflows.
Learn more: How to set up and manage Promotions
Ability to Apply and Manage Promotions on Existing Subscriptions
The platform now enables partners to apply and manage promotional pricing on existing subscriptions, eliminating the need for re-provisioning or manual workarounds when subscriptions are created outside the standard purchase flow. This is particularly valuable for imported subscriptions or vendor-managed deals, allowing partners to seamlessly align pricing with active promotions and agreements. With flexible API-driven control, partners can add, extend, replace, or remove promotions while preserving full pricing history for audit and reporting purposes. This functionality improves pricing accuracy, accelerates promotional rollouts, and ensures that end customers consistently benefit from the correct discounts, ultimately increasing operational efficiency and revenue alignment.
APIs: Synchronize promotion to subscription, Synchronize promotion change to subscription
EST and Renewal Management API Available Through API
The Microsoft Extended Service Term (EST) and auto-renewal management system is now available through API, enabling partners and vendors to integrate renewal control directly into their external systems and automate end-of-term decisions across the customer base. Through the updated Subscription and Orders APIs, partners can retrieve subscriptions with their full Scheduled Action Type, filter EST-ready subscriptions by renewal intent, switch the end-of-term behavior between Auto Renewal On, Auto Renewal Off (which protects customers from unexpected EST conversion), and On + Conditional Service Continuation for intentional EST transitions - using the same three values exposed in the UI. This enhancement extends the platform's renewal capabilities with greater automation, operational efficiency, and seamless integration with existing subscription management workflows.
Learn more: Microsoft Extended Service Terms for NCE Subscriptions
Extended Service Term Management for Microsoft NCE Subscriptions
The Platform now provides full visibility and control over Microsoft's Extended Service Term (EST) — the new subscription state where services continue at higher monthly rate after term end. EST-ready subscriptions are flagged directly on the Subscriptions Grid through the new Scheduled Action Type column (filterable and sortable), making it easy to surface at-risk subscriptions. On the Subscription Form, the redesigned End of Term Action section exposes all three Microsoft renewal outcomes as a single-click choice: Auto Renewal On to renew normally, Auto Renewal Off to cancel at term end and avoid any EST charges, or On + Conditional Service Continuation for intentional EST transitions. Every change is recorded on the Orders list for full audit visibility. These updates apply beyond EST as well: the same interface governs standard Auto Renewal On/Off for all subscriptions, and the Auto-Renew status across the Platform now reflects the scheduled renewal intent for more accurate future-state tracking.
Learn more: Microsoft Extended Service Terms for NCE Subscriptions, How to edit Subscriptions
Custom Navigation Button Configuration in Payment Methods
A new option has been introduced to control the placement of custom navigation buttons, allowing them to be displayed under Organization Details → Payment Methods rather than on the Invoices Overview tab. When enabled under the Button Placement section, the button is shown only in the Payment Methods section and works together with existing display conditions to manage visibility. This enhancement provides a more intuitive location for payment-related actions and improves overall navigation. Additionally, access to the Payment Methods page and related custom buttons is now restricted for users with the Seller Agent Admin role, who will see a standard error message if they attempt to access this section, ensuring proper permission control.
Learn more: Custom Triggers, SnapPay integration and setup
Smarter Country Filtering in Partnerhub
The platform has improved country filtering in Partnerhub by showing only relevant countries in distributor and seller tables, making it easier for users to find what they need faster. Selected filters now stay visible and editable across pages - even if some countries aren’t on the current page - providing a more consistent and user-friendly experience.
Learn more: Manage the list of Sellers
Enhanced AvePoint Subscription Management with Cancellation Policies
AvePoint integration has been enhanced to enforce commitment periods and accurate cancellation windows, ensuring a more reliable and transparent subscription management experience. Users now see real-time cancellation eligibility and clear policy details, while cancellation flows are streamlined with robust API handling and correct status updates (subscriptions move to suspended, not deleted). Reactivation is restricted once commitments are set, reducing errors and enabling consistent, policy-driven subscription management.
Learn more: Cancel Subscription Order API
Dynamic External Links in CPQ Pricing Plans
CPQ pricing plans now support dynamically generated links via external data sources, enabling link controls to adapt based on real-time form inputs (e.g., tenant selection). By leveraging sequences to fetch and populate URLs, users are directed to the correct destination - such as the appropriate Microsoft admin console - without manual configuration. This enhancement improves user experience, reduces errors, and ensures accurate, context-aware navigation within complex sales and provisioning flows.
Support for Fixed-Price Adobe Promotions
The platform now supports Adobe fixed-price promotions, automatically calculating and displaying the effective discount percentage based on the difference between the standard partner price and the promotional fixed price. This enhancement provides greater pricing transparency for partners, simplifies promotion setup, and ensures consistent representation of savings for end customers, ultimately improving conversion and promotional effectiveness.
Learn more: How to retrieve Adobe promotions via API
FX Rate Rule Configuration Improved
💡 Please note that this feature will be deployed around Thursday, 2nd of April.
The backend FX rate logic has been redesigned to support organization-level configuration for distributors and resellers, allowing each organization to define whether pricing should use the latest available exchange rate or the rate fixed on a specific requested date. This change improves pricing accuracy and policy consistency across customer hierarchies, while ensuring subscriptions continue to follow the FX rule that applied when they were purchased. As a result, partners gain better control over currency handling, more predictable invoicing, and reduced risk of billing discrepancies when FX policies change over time.
Learn more: Currency Exchange (FX) Rate Management
User-Specific Seller Export History
Seller export history is now tracked at the individual user level within each distributor, ensuring that users only see and manage their own export records. This update enhances data privacy and clarity by isolating export activities per user, eliminating confusion caused by shared histories. Existing distributor-level history will be deprecated and no longer displayed, resulting in a cleaner, more relevant experience and improved accountability for export actions.
Learn more: Manage the list of Sellers
Customizable Tables: Resizable and Reorderable Columns
Tables for Seller and Distributor now support column resizing and reordering, giving users full control over how data is displayed. Column widths and layouts persist across sessions, reducing repetitive setup and improving efficiency, while safeguards like minimum widths and fixed “Actions” columns maintain usability. With flexible layouts, consistent export behavior, and easy reset options, users can tailor tables to their workflows - enhancing productivity and streamlining data management.
Learn more: How to create a Seller?, Manage the list of Sellers
New Webhook for Organization ERP ID Changes
A new webhook event, “Organizations - company information update,” has been introduced to notify partners of ERP ID changes for both customer and seller organizations. This webhook delivers real-time updates whenever an ERP ID is added, updated, or removed, including key details such as organization identifiers, change timestamps, and previous vs. updated values. By enabling automated synchronization with external systems, this enhancement improves data consistency, reduces manual tracking, and supports more reliable integrations across partner ecosystems.
Webhook: Organization ERP ID Changed Webhook
New Subscription Status: Pending
The platform now supports a new subscription status: Pending. A subscription marked as Pending has been scheduled but is not yet active. It will automatically transition to Active on its renewal date - no manual action is required. Platform users may encounter subscriptions in this state when syncing with certain vendors. This is expected behavior and does not require any intervention.
Additional updates will be shared as vendor-specific functionality becomes available.
Extended Service Term (EST) Status Visibility for Microsoft NCE Subscriptions in Reports
Reports now include an additional filter allowing users to identify Microsoft NCE subscriptions configured to renew into Extended Service Term (EST). With Microsoft introducing new auto-renewal statuses, this enhancement helps partners quickly determine which subscriptions will renew normally, renew into EST, or be canceled. By providing clear visibility into EST-enabled subscriptions, partners can proactively review upcoming renewals and take action before renewal deadlines, helping avoid unexpected renewals and improving subscription management and planning.
Learn more: Microsoft Extended Service Terms for NCE Subscriptions, Subscription Report
Extended Order Pending Approval Webhook with SoldTo Organization Details
The Order Pending Approval webhook has been extended with additional SoldTo organization details to improve downstream integrations and order context visibility. The webhook payload now includes two new fields within TemplateData: SoldToPortalURL and SoldToOrganizationId. These additions enable webhook consumers to easily identify the organization placing the order and directly access the relevant portal when applicable. This improvement simplifies integration workflows, allowing systems to quickly retrieve additional information about the involved organizations or the order itself, particularly in multi-tier distribution scenarios.
Learn more: Order Pending Approval notification
Webhooks: Order Pending Approval webhook
Ability to Copy Order Error Messages
Users can now copy order error messages directly from the Orders page. Previously, error details were only visible on hover and could not be copied, making it difficult to share links or technical information included in the message. With this improvement, users can easily select and copy error messages for troubleshooting, support requests, or internal communication, simplifying issue resolution for failed or problematic orders.
Learn more: How to place an Order?
Seller Grid & Form Improvements
The Seller Grid has been enhanced to improve auditability, usability, and seller management efficiency. The grid now displays Created By and Approved By users, adds Export to Excel functionality, and includes new columns for primary contact, phone, email, and address. Additional improvements, such as selectable items per page, clickable organization names for faster navigation, and a consistently visible Actions column, make managing large seller networks easier and more efficient.
Learn more: How to create a Seller?, Manage the list of Sellers
Credit Risk and Receivable Amount Calculation Without NCE Microsoft Promotions Fix
Improved the Credit Risk and Receivable Amount calculation logic to fully cover scenarios where NCE Microsoft promotions are applied. Financial metrics now reflect accurate values across all supported cases, ensuring reliable credit exposure assessments and receivables reporting.
Seller & Distributor Grid Enhancements
The Partner Management section has been overhauled to improve how Seller and Distributor data is viewed, analyzed, and managed. The updated grids deliver clearer visibility through sortable and filterable columns, sticky headers, and refined search and pagination, enabling faster navigation and decision-making. New summary metrics, streamlined actions, and export capabilities help admins manage partners more efficiently, strengthen governance, and confidently support platform growth.
Learn more: Manage the list of Sellers, How to create a Seller?
Modern Organizations and Subscriptions Grids Now Default - Legacy View to Be Retired
The Modern Organizations and Modern Subscriptions Grids are now set as the default experience for all users, delivering improved performance, enhanced usability, and a more consistent interface across the platform. This update ensures faster navigation, better data visibility, and a streamlined workflow for managing organizations and subscriptions. As part of this transition, access to the legacy grids will be deprecated and removed, simplifying the user experience and allowing continued investment in the enhanced modern view to drive greater operational efficiency and long-term platform scalability.
Learn more: Modern Organization View, Modern Subscription View
Partner Management Login Experience Update
The Partner Management login experience has been modernized with a clean, streamlined interface and an identifier-first authentication flow to improve partner access and usability. The updated design introduces consistent Partner Management branding and guides users through a simple email-first entry point, followed by clear sign-in options such as SSO or password-based authentication via a secure external screen. Built-in email validation reduces login errors, while unnecessary UI elements have been removed to keep the experience focused and efficient. The refreshed login interface is fully responsive, ensuring a seamless and professional experience across desktop and mobile devices.
Learn more: Manage the list of Sellers
New API for Invoice Tax Retrieval
A new external Reporting API endpoint enables partners to securely retrieve invoice tax data synced within the AppXite platform. This allows partners to seamlessly access accurate tax information for their invoices and use it directly within their own ERP systems, improving automation and reducing manual reconciliation. By replacing the previous legacy internal endpoint with a modern, partner-ready API, this update increases scalability, supports tax sync–driven invoicing workflows, and ensures partners can reliably generate compliant invoices using trusted tax data from the platform.
Learn more: Reporting API v2 - overview, Reporting API v2 - Invoice Taxes
APIs: Requester invoice taxes API
Enhanced User Management Interface and Invitation Experience
The Users management interface was improved to provide modern and intuitive experience. The Users grid now features an updated design, including color-coded status indicators (green for Active, red for Blocked, blue for New), an improved search box, and a new "Invited By" column to track invitation sources. We've streamlined user actions with intuitive icons and tooltips, relocated the "Invite New" button for easier access, and added export functionality for both current selections and complete data sets. The enhanced invitation form provides detailed guidance for each identity provider option (Custom User Database, Azure AD, Microsoft Personal Accounts, Google Workspace, and IBM ID), helping administrators choose the most appropriate authentication method for their users. These enhancements reduce the time spent on user administration tasks and minimize invitation errors by providing clearer guidance and more intuitive controls.
Learn more: How to invite User to the Platform
Dynamic Visibility Control Based on Action Button State
Extended dynamic logic in Product Management Tool's Design section allows controls to be shown or hidden based on the value of an Action Button (IsValid: True/False). Before an Action Button is clicked, all associated elements are hidden by default, ensuring a clean and guided user experience. Vendors can now configure visibility rules tied directly to user actions, enabling more interactive, step-driven flows such as validations, confirmations, or conditional data entry. This capability improves usability, reduces user errors, and supports more sophisticated business scenarios such as progressive disclosure, compliance checks, and guided selling, ultimately leading to faster decision-making and higher-quality configurations.
Learn more: Design Section Overview
External Invoice ID Added for Invoices Section
The Invoices experience has been extended with a new External Invoice ID column to support partners generating Invoices in external systems. This field allows externally generated invoice identifiers to be stored and referenced alongside platform invoices, improving reconciliation and cross-system traceability. The column is available in both Incoming and Outgoing invoices, is blank by default, and can be shown or hidden via Choose columns, as well as filtered and sorted for easier navigation. When populated for distributor outgoing invoices, the value is also visible to sellers on incoming invoices, and it can be created or updated programmatically via API - supporting flexible, scalable invoice management as billing workflows evolve.
Learn more: Navigating the Invoices
APIs: Update External Invoice ID
Modern Organizations and Subscriptions Grids Now Default – Legacy View to Be Retired
The Modern Organizations and Modern Subscriptions Grids are now set as the default experience for all users, delivering improved performance, enhanced usability, and a more consistent interface across the platform. This update ensures faster navigation, better data visibility, and a streamlined workflow for managing organizations and subscriptions. As part of this transition, access to the legacy grids will be deprecated and removed, simplifying the user experience and allowing continued investment in the enhanced modern view to drive greater operational efficiency and long-term platform scalability.
Learn more: Modern Subscription View , Modern Organization View
Redesigned Seller Creation Form
The redesigned Seller Creation Form improves usability and efficiency while maintaining all existing functionality. With a streamlined section collapsible layout, stronger real-time validations, improved invoicing configuration, and structured Vendor Contract management, the new design reduces errors, accelerates onboarding, and improves data accuracy. Clearer interface minimizes operational risk - enabling faster, more reliable Seller and Distributor setup without impacting current business processes.
Learn more: How to create a Seller?
Proactive Warning for End Date Alignment on Scheduled Orders
Platform now displays a proactive warning when scheduling an order on renewal or on a custom date, and an end date alignment option other than None is selected. The message highlights common scenarios where scheduled orders can fail - such as calendar-aligned dates expiring or subscription-aligned dates becoming invalid - helping users validate alignment choices before execution. This improvement increases transparency, reduces the number of failed scheduled orders, and supports more reliable long-term order planning by prompting users to confirm that the selected alignments will remain valid at execution time.
Learn more: How to schedule Purchase Orders , How to schedule Subscription Change Orders
Refined Messaging for Credit Risk Management - Restricted Purchase Options
Platform messaging for restricted purchase options has been refined to improve the buying experience and partner interactions. When a billing cycle, commitment term, or any combination is unavailable due to risk controls, a single, consistent message is now displayed: “This option is not available for direct purchase. Please contact your sales representative for assistance.” This improvement softens the user-facing language, reduces friction during catalog exploration, and guides customers toward sales-assisted paths - supporting smoother evaluations while preserving existing Risk Management safeguards.
Learn more: Credit Risk Management
New Order Processing Failure Notifications
Two new notification events - Purchase Order Error (Workflow) and Change Order Error (Workflow) were added to Attention Required Webhook - to provide real-time visibility into order processing failures. These events deliver comprehensive, structured payloads including Customer, Reseller, Vendor, Product, Subscription, and Order identifiers, along with precise UTC and ISO timestamps and detailed error messages. By enabling immediate system-to-system notifications when Purchase or Change Orders fail, this enhancement empowers partners to automate incident handling, accelerate troubleshooting, reduce operational downtime, and improve overall Order reliability.
Learn more: Action required on Order / Attention Required
Webhooks: Attention Required Webhook
Improved Duplicate Order Detection in Create Order API
The Platform APIs now detect duplicate OrderItemId submissions in the Create Order API endpoint and provide an immediate, clear error message explaining the reason for the failure. Previously, duplicate entries could pass initial validation and fail later in the workflow without transparent feedback. With this improvement, customers are clearly informed when an OrderItemId already exists, enabling faster issue resolution, preventing downstream processing failures, and reducing operational confusion.
APIs: Create an Order API
Unified Search Experience Across Core Platform Sections
Platform now owns a consistent and intuitive search experience across Modern Organizations, Payment Terms, Credit Risk, Customer Prices, and both Incoming and Outgoing Invoices. By aligning all search boxes with the familiar behavior from the Subscription Overview, users can find information faster, reduce friction when switching between screens, and work more efficiently with greater confidence across critical financial and customer processes.
Microsoft Extended Term Timeline Updates
Microsoft has revised the rollout schedule for Extended Term subscriptions.
Key dates include:
- February 16, 2026 for production availability of the new UX and API enabling partners to select end-of-term paths (the Platform will implement default fallback auto-renewal behavior after Microsoft release to protect Customers from unexpected EST charges);
- February 28, 2026 for Partner Center data export containing subscriptions scheduled for Extended Term transition
- May 4, 2026 for enforcement of the modernized end-of-term experience.
Partners should review these updated timelines and prepare for the transition to ensure seamless subscription management and avoid any service disruptions for their customers.
Learn more: Microsoft Extended Service Terms for NCE Subscriptions, Microsoft announcement
File Upload Functionality Added to Pricing and Purchasing Flow
The new File Upload component in Product Management Builder and Presenter enables partners to capture supporting documents and rich inputs directly within pricing and purchasing flows, unlocking new use cases such as proof-of-eligibility uploads, custom configuration attachments, signed documents, or artwork submissions. Distributors and sellers can configure file size limits, allowed file types, and single or multi-file selection to match business and compliance needs, while end users benefit from an intuitive drag-and-drop upload experience with real-time validation and previews. Uploaded files are securely stored and automatically included in the purchase payload, reducing manual follow-ups, minimizing errors, and streamlining complex sales and approval workflows within Product Management.
Learn more: Design section overview
Adobe Intelligent Recommendations APIs Now Available
As part of Adobe API requirements, we've extended our Adobe integration to support Adobe's intelligent product recommendations, enabling partners to retrieve context-aware product suggestions through Platform APIs. A new Fetch Recommendations API allows you to request tailored suggestions from Adobe based on customer profile, current offers, order history, or renewal context. Adobe returns personalized recommendations that partners can include in subsequent order requests to help Adobe track recommendation effectiveness and improve future suggestions.
Learn more: Adobe product recommendations
APIs: Fetch recommendations, Get all customer subscriptions details, Search customer order history
Offer Name Field Added to Product Catalog APIs
We've enhanced our Product Catalog APIs to include offer name information for improved offer identification and display. The new OfferName property is now available in both the "List all offers for the product" and "Retrieve an offer for the product" endpoints. This field returns the localized offer name, making it easier to identify and distinguish between different offers without additional API calls. This enhancement streamlines offer management and improves the developer experience when working with our product catalog data.
APIs: List all offers for the product, Retrieve an offer for the product
Improved Microsoft Licensing Terms Synchronization
Platform now automatically synchronize Microsoft licensing terms during offer sync, ensuring accurate and compliant terms are consistently applied across both new and existing offers as Microsoft updates its SKU metadata. By dynamically sourcing licensing URLs from the Microsoft SKU and availability APIs - or falling back to standardized default terms and attestation content when links are unavailable - this improvement reduces manual maintenance, prevents outdated or missing license agreements, and helps CSPs confidently present the correct Microsoft terms to customers at the point of purchase.
Learn mode: How to create new Offers?
Adobe Order Cancellation Processing Issue - Resolution
We identified and resolved an issue where Adobe subscription cancellation requests were not being successfully processed and submitted to the vendor. The problem affected multiple customer orders that remained in provision started in the cancellation workflow due to missing information required by Adobe's systems. A hotfix has been deployed to ensure that all necessary order details are correctly transmitted during the cancellation process, and all cancellation requests now complete successfully.
💡 Please note that this release will be deployed on Saturday, the 17th.
Microsoft Extended Service Terms for Expiring NCE Subscriptions
January 19th, 2026, the Platform is introducing protective measures against Microsoft's Extended Service Term (EST) model to prevent unexpected billing for expiring NCE subscriptions. Effective April 1, 2026, Microsoft is discontinuing the free grace period, and subscriptions without explicit renewal settings will automatically convert to EST—separate SKUs priced at the standard monthly rate plus a 3% uplift. When you uncheck the auto-renewal checkbox in the Platform, it will now automatically send "Cancel at end of term" to Microsoft, ensuring subscriptions are cancelled rather than converted to EST with higher pricing. This update enables Distributors, Sellers, and direct CSPs to avoid unexpected EST charges and service disruption while maintaining control over subscription renewals.
Learn more: Microsoft Extended Service Terms for NCE Subscriptions
Improved Microsoft Customer Agreement (MCA) Flow for Greater Automation and Compliance
An MCA sequence flow now integrates updated Microsoft APIs to deliver a more automated, reliable, and future-ready agreement journey. This improvement ensures backward compatibility while enabling CSPs to seamlessly check, track, and complete Microsoft Customer Agreements using a centralized, persistent agreement store. By automatically determining agreement status, generating signing links when required, and completing MCA acceptance once attestation is confirmed, the updated flow reduces manual intervention, minimizes onboarding friction, prevents order blocking, and helps partners maintain continuous compliance as Microsoft evolves its agreement requirements.
Learn more: New Microsoft Customer Agreement (MCA) verification flow
APIs: Check MCA, MCA acceptance
Webhook Alert for Tenant Creation Failures
The Platform introduces the NewTenantNotCreated webhook to notify Distributors and Sellers in real time when tenant creation fails. This webhook-only event triggers on validation errors, missing data, API issues, or vendor rejections, providing key details including the attempted tenant name, error message, vendor ID, and timestamps in multiple formats. Partners can use this immediate notification to automate error handling, log failures systematically, and take corrective action quickly, reducing customer onboarding delays without relying on email notifications.
Learn more: NewTenantNotCreated Webhook
Enhanced Webhook Payloads for Improved Integration
The platform extends five existing webhooks with additional data fields to improve partner integration capabilities and reduce the need for follow-up API calls. The OfferProvisioned, NewTenantCreated, OnPurchaseNotification, OrderStatusChanged, and OfferProvisionError webhooks now include enriched information such as vendor subscription IDs, offer identifiers, customer references, order item IDs, and standardized timestamps in multiple formats (UTC, platform-formatted, and ISO 8601). These enhancements enable partners to process webhook events more efficiently with complete context, streamline automated workflows, and better track provisioning and order lifecycle events without additional data lookups.
Learn more: Platform Webhooks Guide for Partners, Webhooks documentation
Product Catalog – Select Offers UI Improvements
Product Catalog experience has been improved to make offer management clearer and more intuitive. Offer selection is now explicitly supported only where it can be successfully applied - within product categories. In the All Products and Not Published views, users can now view associated offers for a product without the ability to select or deselect them, avoiding confusion when changes cannot be saved. This update improves clarity, reduces errors, and ensures a more consistent and reliable catalog management experience.
Learn more: How to add products in Catalog?, How to hide individual offers under a product?
Google Tag Manager Integration Fix
The platform resolves an issue where Google Tag Manager scripts failed to load despite being properly configured in integration settings. A logic error in the script injection code prevented GTM from initializing, blocking custom event tracking and tag functionality. This fix ensures GTM now loads correctly, enabling partners to track events and analyze user behavior as expected.
Learn more: Platform Integrations - Google Tag Manager
Credit Risk Management
A comprehensive overhaul of the platform's Credit Risk Management significantly strengthens how distributors and sellers manage commercial risk by introducing the Credit Risk Profile module and a unified Credit Risk Management tab under the platform's Settings, which now includes Offer Restrictions and Credit Limit management. Once configured, restrictions are enforced automatically across the platform, reducing financial exposure and giving partners a powerful, flexible toolset to manage offer availability and risk policies at scale.
With the new Credit Risk Profiles, distributors and sellers can group partners by risk level and apply granular offer restrictions for vendors, offers, commitment terms, and billing frequencies. This ensures that high-risk sellers or customers only see safe, compliant purchasing options and prevents exposure to long-term financial commitments, eliminates unintended billing configurations, and ensures consistent enforcement of risk policies across catalogue browsing, quoting, and subscription management.
Offer restrictions now extend to commitment and billing frequency combinations, preventing exposure to unsupported or high-risk billing setups. This eliminates invalid or unintended billing configurations before they can be selected. Offer Restrictions are fully integrated with the platform's product management, ensuring that only permitted commitment and billing combinations are displayed based on the assigned Credit Risk Profile, while users receive clear warnings when no valid billing cycles are available.
While Offer Restrictions block high-risk billing combinations upfront, Credit Limit approvals enable pre-order review of high-value or high-risk transactions, deliver real-time notifications with the order value at risk, and allow manual approval or rejection before fulfillment.
Together, these features create a comprehensive credit risk framework that reduces payment defaults, improves cash-flow predictability, and gives Distributors the confidence to support larger or higher-risk deals without sacrificing control or slowing down legitimate business.
Learn more: Credit Risk Management, Multi-Tier Order Approval, Currency & Payments
Extended Credit Limit Logic with Receivable Amount Support
The Credit Limit feature has been extended to give distributors greater flexibility and accuracy in managing financial exposure. Orders now include an additional Receivable Amount value, representing the reseller’s sales price and expected revenue, alongside the existing Credit Risk value that reflects vendor cost exposure. This improvement allows partners to assess credit usage based on either cost or revenue, aligning credit controls with real commercial models and internal policies.
Learn more: Multi-Tier Order Approval, Orders pending approval - notification / webhook
Microsoft Partner of Record (POR) Validation
The platform introduces Microsoft POR validation to help distributors and indirect resellers prepare for upcoming Microsoft enforcement and reduce order failures. A new Validate button allows users to check a reseller’s PLA ID (formerly MPN ID) in real time using Microsoft’s POR API during onboarding and contract management, with clear success or error messages displayed in the UI. This enables partners to identify invalid reseller configurations early, prevent failed subscription orders and changes, and make informed decisions when supporting existing subscriptions, improving compliance readiness and operational efficiency ahead of POR enforcement.
Learn more: How to create new Seller?
APIs: Validate PLA ID for MS seller
Custom Field Display Name Configuration
The Custom Fields Settings give distributors and sellers greater control over how custom field sections are presented across the platform, enabling a clearer and more consistent user experience. A new Settings tab allows users to define friendly, business-relevant display names for custom fields across Orders, Subscriptions, Organizations, and Contracts, ensuring labels align with internal terminology and customer-facing workflows. Distributor-defined settings are inherited by default, while sellers can override them when needed, supporting both standardization at scale and local flexibility.
Learn more: Custom Fields overview
Enhanced Azure Plan Markup Configuration with Warning Messages
We've introduced automatic warning messages in the Customer Prices and Partner Prices sections to help you configure Markup correctly for Azure Plan services. When you select either the 'Azure Plan' or 'Azure Subscriptions under Azure Plan' offer, The Platform displays a guidance message explaining how your invoices will be organized based on your Customer's Azure Subscription setup. This enhancement ensures you configure Markup for both offers when using detailed Azure Subscription billing, helping you maintain accurate pricing and consistent margins.
Learn more: Azure Plan invoicing guide
Subscriptions Report: Enhanced Promotions & Microsoft End of Sale Offers Tracking and Visibility
The Subscriptions Report now includes four new columns showing promotion percentages and identifiers for both sellers and customers. These columns display the promotional discount values based on your markup configuration, along with custom promotion IDs and names from Product Management. This enhancement provides better visibility into how promotions impact pricing and margins across your subscriptions. The new promotion data columns are available within the Price Configuration Today column group.
Additionally, the Subscription Report introduces a new filtering capability for Microsoft End of Sale offers within the Offers group. The report displays True or False values in the Microsoft End of Sale column, allowing you to quickly identify subscriptions containing offers that Microsoft has discontinued or plans to discontinue. This helps you proactively manage customer migrations and plan for offer transitions before they impact your business.
Learn more: Subscription Report
Improved Management of Custom Field Values
To improve data quality and streamline ongoing configuration, users can now both remove and modify values within Single-Select and Multi-Select custom fields even after those values have been used in existing records. This gives teams the flexibility to retire outdated options, correct mistakes, or refine naming conventions without losing historical context. Deleted values remain visible on previously stored records until updated by the user, while renamed values are instantly reflected across all relevant data. These enhancements ensure cleaner, more accurate custom field structures while preserving the integrity of past selections.
Learn more: Custom Fields Overview
APIs: Add/Remove/Update Templates
Extended Modern Subscription Grid for Better Visibility and Control
The Modern Subscription Grid has been expanded to give users greater clarity, flexibility, and efficiency when managing subscriptions. New optional columns—such as Offer Name, Subscription ID, and Activated On—provide deeper insight while allowing users to tailor the grid to their workflow through drag-and-drop column reordering. Additionally, the improved search box now features a clear input outline and displays which fields are searchable, ensuring faster and more accurate lookups.
Learn more: Modern Subscription Grid
Adobe Promotions API for Improved Sales Enablement
To support partners in identifying and applying the correct Adobe promotions, the platform now provides a dedicated API that retrieves all available Adobe promotional offers based on industry and country, with optional filters for offer IDs and date ranges. A new API gives sellers and distributors clear visibility into which promotions apply to which Adobe offers—eliminating guesswork, reducing errors during validation and provisioning, and enabling teams to proactively leverage time-sensitive or market-specific discounts.
Learn more: How to retrieve Adobe promotions via API
APIs: Retrieve Adobe flexible discounts
Expanded Webhook Data for Product Catalog Changed & Product Offer Changed
The Product Catalog Changed and Product Catalog Product Offers Changed webhooks have been extended with new properties to provide clearer and more actionable Catalog-change notifications. The payloads now include Product ExternalId, Offer ExternalId, Offer Status, and TimestampUtc (UTC event time), which will also be visible to recipients of the associated notifications. These enhancements enable users and integrators to more accurately identify which products and offers were affected and when the change occurred. As a result, catalog-related workflows gain improved transparency, traceability, and synchronization with external systems.
Learn more: Platform Webhooks Guide for Partners
Improved Microsoft Offer Sync for Seamless Product Hub Management
To ensure Microsoft offers can be fully managed through the Product Hub UI, like updating publishing status and performing other post-sync edits, the platform now automatically populates all mandatory Product Marketing fields during offer synchronization. Previously, some required fields were left empty, preventing users from publishing or modifying offers in the UI and forcing them to rely on database updates or manual value overrides. With this update, every synced Microsoft offer is delivered with complete required data—such as licensing terms and default marketing content—enabling teams to manage offers end-to-end directly in Product Hub.
💡Coming Between Release Cycles
Improved Financial Visibility in Order Data
As part of our ongoing improvements to financial transparency, we are introducing a new Receivable Amount field within Pending Order data. This enhancement will be released between regular release cycles. The Receivable Amount represents the sales price of the order—what the consumer pays—and will allow partners to track revenue part of the order. New property can be used alongside the existing Credit Risk field, which reflects the partner’s cost and exposure toward the vendor.
Improved Visibility for Trial Offers in Reseller Pricing
An improvement has been implemented to make trial offers clearly identifiable when creating or managing partner prices. In the Customer Prices – Reseller Prices section (Partner Prices), the Offer Name list now displays the label “(Trial)” next to any offer that is designated as a trial in the system. This improvement provides greater visibility and helps users easily distinguish trial offers from regular ones during price configuration, reducing the risk of selecting the wrong offer.
💡Coming Next Release: New Credit Risk Management Capabilities
Introduction of Credit Risk Management will significantly strengthen how distributors and sellers manage commercial risk by introducing a unified Credit Risk tab under the platform Settings that will include both Offer Restrictions and Credit Limit management.
A new Credit Risk Profile module will allow distributors and sellers to create and manage risk-based groups, assign organizations, configure granular restrictions for vendors, offers, commitment terms, and billing frequencies, and designate a primary profile for automatic organization assignment.
Meanwhile, during offer configuration, the updated Product Management logic will automatically block any commitment or billing combinations that are restricted by a seller’s assigned Credit Risk Profile. This ensures users only see allowed options and receive clear warnings when no valid billing cycles are available.
With this functionality, a new Product Management Presenter version 1.43.1 will be released. Partners using Product Management Presenter outside the platform can either update to the latest version or continue using the current one.
New Offer Billing Rules Configuration Capabilities
Product Management portal introduces a comprehensive upgrade to its billing configuration capabilities, empowering partners to define, manage, and preview billing rules directly through a new user interface. It allows users to specify billing cycles, invoice sources, and frequencies while providing intuitive control over proration, rounding, and usage billing options—all accompanied by clear validation, visual indicators, and accessibility-compliant design.
Learn more: How to configure Billing rules in the Product Management Portal
APIs: Create a Vendor, Create an Offer
HaloPSA Integration for Automated Organizations and Subscriptions Synchronization
The platform now features a new HaloPSA Integration, designed to automate and simplify the way sellers and distributors manage customer and subscription data across systems. With this integration, partners can securely connect their HaloPSA environment through Settings → Integrations, enabling seamless synchronization of organizations and subscription details between HaloPSA and the AppXite platform.
This eliminates manual data entry and ensures that customer information, billing cycles, pricing, and subscription updates remain consistent and up to date. The integration supports both daily automated sync and on demand based sync, allowing partners to react instantly to subscription changes—such as license quantity adjustments or status updates—while maintaining data accuracy for invoicing and reporting.
Learn more: HaloPSA Integration
New Contract Copy Functionality for Faster Partner Setup
This release introduces the ability to create a new contract by copying an existing one, streamlining the setup process for partners managing similar agreements. When a user clicks “COPY” on an existing contract, a new contract creation page opens with key details automatically pre-filled from the original contract. This enhancement significantly reduces repetitive data entry and accelerates contract creation for new or existing partner relationships.
Learn more: How to copy an existing contract in Partner Management Portal
Improved Invoice Accuracy for Microsoft Full Upgrades
The platform now aligns invoice generation for Microsoft full upgrades with Microsoft’s official reconciliation logic. When a subscription is upgraded—for example, from Microsoft 365 Business Basic to Microsoft 365 Business Standard—the system now displays the old offer name on the credit (negative) invoice line, reversing charges for the previous subscription. The Subscription Name column shows the current subscription name, with the previous offer name noted in brackets for clarity. This improvement ensures that invoices accurately reflect subscription transitions, enhancing transparency, billing accuracy, and consistency with Microsoft’s reporting standards.
Learn more: How to Upgrade Microsoft NCE Subscriptions?
API: Create Subscription change order, Create an order (simplified)
Same-Day Customer Price Configurations
Now sellers have greater flexibility in managing customer pricing through a new Same-Day Authorization setting in Settings → Prices. When enabled, Seller Admins can now create or upload customer-specific markup configurations effective immediately (starting today)—even for customers with existing subscriptions and orders. This supports faster response to urgent pricing changes or time-sensitive deals. When disabled, same-day pricing remains available only for customers without active subscriptions or orders, preserving pricing stability.
Learn more: Customer prices: Same day pricing configuration
Default “Enable Invoicing” Setting Updated to “Yes” in Seller Onboarding
The platform has been updated to improve the seller onboarding experience by changing the default value of the “Enable Invoicing” setting in the Distributor portal from “No” to “Yes.” This adjustment ensures invoicing is automatically enabled for newly onboarded sellers, reducing the risk of accidental configuration errors and simplifying setup for larger partners managing multiple resellers. The change makes invoicing an opt-out option rather than opt-in, supporting smoother financial operations and faster seller activation.
Learn more: How to create new Seller?
APIs: Create a Seller, Update a seller
Improved Traceability of Offer Provision Error Notification
The platform’s Offer Provision Error webhook has been extended with the Order Item ID, providing partners and integrators with clearer visibility into which specific order item triggered a provisioning error. This improvement strengthens traceability across systems, simplifies error investigation, and accelerates issue resolution—helping partners maintain smoother provisioning operations and more reliable customer experiences.
Learn more: 'Subscriptions - provisioning failed' / OfferProvisionError
Improved Role Management to Prevent Customer Access Misconfiguration
The platform now includes improved role filtering and validation to prevent customers from being assigned incorrect access levels. When inviting or assigning permissions to users under the Customers option, only customer-level roles—such as Customer, Customer Admin, and Customer Billing Admin—are now displayed in the role selection dropdown. Roles meant for sellers or distributors are automatically excluded, reducing the risk of granting unintended platform access. This improvement strengthens security, ensures correct role assignment, and helps distributors and sellers maintain proper access control for their customer organizations.
Learn more: How to invite User to the Platform
APIs: Create a User, Invite a User
Improved Billing Transparency with New Reference Code ID Column
The platform’s Billing Outgoing Reconciliation view has been enhanced with a new Reference Code ID column, providing clearer linkage between invoices and their corresponding consolidation records. This identifier is now visible under Invoice → Billing → Outgoings → Reconciliation File and is included in Excel exports, with full sorting capability. The improves billing traceability, simplifies reconciliation processes, and provides finance teams with greater accuracy and transparency when managing invoice data across systems.
Learn more: How can I see details of my Outgoing Billings?
APIs: Reporting API v1, Reporting API v2
New Suspend Organization Capability for Controlled Subscription Management
The platform introduces a Suspend Organization capability, giving partners more control when managing customer access and subscriptions—especially under Microsoft NCE rules that restrict cancellations after the 7-day window. When an organization is suspended, all new purchases are immediately blocked, while existing subscriptions remain active and can be managed individually. This capability replaces the previous “Remove” and “Block – Cancel Subscriptions” options, ensuring a safer and more compliant way to pause customer activity without disrupting ongoing subscription commitments, while maintaining full flexibility to reactivate organizations when needed.
Learn more: How to suspend and re-activate an Organization?
API: Suspend an Organization, Re-activate an Organization
Dynamic Offer Transformations – Subscription Upgrades and Downgrades
This release introduces Dynamic Offer Transformations, a new capability that allows the platform to automatically connect with vendor systems to display the most accurate and up-to-date list of upgrade and downgrade options for each subscription. Vendors can now define custom rules that determine which offers are available based on timing and context—such as midterm changes or upcoming renewals—even when those offers aren’t available for direct purchase. This means customers will see only the offers they are truly eligible to switch to, improving accuracy and flexibility in subscription management.
Learn more: How to edit Subscriptions
API: Create Subscription change order, Create an order (simplified)
Adobe Contract Enablement for Existing VIPMP Resellers
Adobe Promotions Integration for Flexible Discounts
This release adds Adobe Promotions integration, enabling partners to quickly activate percentage or fixed-amount discounts for Adobe products—ideal for seasonal campaigns like Black Friday. Partners can now retrieve promotions, apply and validate promo codes during ordering, and see discounted prices instantly reflected. Promotion details appear in subscriptions and invoices for transparency. While promotions apply at the order level, this integration gives partners greater agility to launch vendor-approved offers quickly. Functionality is live from July 31, with real promotions available starting November 1.
Learn more: How to apply Adobe promotion codes
New Adobe Acrobat Pro High Growth Offers in VIP Marketplace
Adobe Acrobat Pro High Growth Offers are now available on the AppXite platform, enabling seamless purchase, migration, and management for VIP Marketplace partners. This update supports the migration of VIP High Volume Discount (HVD) customers while honoring their existing 3-Year Commit (3YC) pricing through new Level 13 and 14 SKUs. Partners can now easily manage and sell Acrobat Pro offers for Teams and Enterprise with up to 45% discounts across commercial and government markets worldwide (excluding China).
Learn more: How to purchase Adobe High Growth offers?
Entitlement-Level Invoicing for Microsoft Azure Subscriptions under Azure Plan
We're introducing enhanced invoicing for Azure Plans that displays each Azure Subscription as a separate line item on your invoice. Instead of receiving a single consolidated usage charge, you'll now see individual charges for each subscription (Development, Production, Staging, etc.), making it easier to track costs per department, project, or customer. Please note that enabling this feature will split your invoice into two parts: license-based charges (available around the 8th of the month) and detailed Azure usage charges (available 2 days later), as Microsoft provides Azure usage data per subscription later. This feature is available upon request—contact our Support team to enable detailed invoice line items for your Azure Plan subscriptions in invoices.
Learn more: Azure Plan invoicing guide
APIs: Reporting API v1, Reporting API v2
Extended Catalog Search Grid for Improved Usability and Data Navigation
The platform now offers a significantly improved Catalogue Search Grid experience designed to extend user productivity and data visibility. The new, more intuitive interface enables users to easily customize their workspace by resizing and rearranging columns, quickly navigating between pages, and seamlessly scrolling both vertically and horizontally through large datasets. Search results are now easier to interpret, with cleaner single-line cell formatting, highlighted search matches for faster identification, and clear visual cues such as hover-based filter and sort icons. Additionally, clickable offer names are now displayed in blue for improved discoverability and navigation.
Learn more: Advanced search
Promotional Banners & Custom HTML Blocks for Distributors
The platform now empowers Distributor Admins with advanced content management capabilities through the introduction of Custom HTML Blocks and configurable promotional banners. This enables distributors to centrally design, upload, and manage visually consistent marketing content across their marketplace, ensuring unified branding and messaging for all resellers and end customers in their hierarchy. Admins can tailor banners with custom images, text, styles, and target URLs, control their visibility and order, and globally apply tracking through Google Tag Manager integration.
Learn more: Theme & UI Settings
Improved Visibility of Customer Organization ID in Organization Details Page
The platform now enhances operational transparency and efficiency by displaying the Customer Organization ID directly within the organization details page. This improvement enables partners to quickly identify and reference a customer’s internal organization ID without needing to retrieve it through external tools or API queries. By making this key identifier easily accessible, partners can streamline workflows across reporting, integration, and API operations—reducing time spent on data lookups and minimizing errors when managing customer-related processes across the platform.
Learn more: How to edit Organization Page?
Improved Upgrade Workflow with Quantity Validation Warning
The platform now includes a new validation step during the subscription upgrade process to help partners and customers avoid quantity-related mistakes. A new on-screen warning clearly informs users that the quantity entered represents the number of licenses or units being upgraded, not those remaining under the old offer. This improvement reduces the risk of incorrect upgrades, prevents billing discrepancies, and ensures smoother provisioning workflows. By guiding users with clear contextual messaging, the platform strengthens data accuracy, minimizes manual corrections, and enhances overall operational reliability for partners managing complex subscription transitions.
Learn more: How to edit Subscriptions?
Sophos Vendor Integration
We're introducing Sophos integration that enables Partners with existing Sophos contracts to access synchronized subscription and billing data directly within the Platform. Partners can now link their existing Sophos Partner Tenant IDs to automatically view their Sophos subscriptions, customers, and invoice information through monthly synchronization that occurs on the 26th of each month. This one-way integration retrieves data from Sophos without affecting the Sophos system, allowing Sellers to monitor their Sophos business while continuing to manage all subscriptions and pricing directly in the Sophos platform. Note that all Sophos offers display with a price of 0.00 in the Platform catalog, as actual pricing information is provided through synchronized Sophos invoices.
Learn more: Sophos Seller guide
APIs: Create a seller, Update a seller
Upcoming Change (November 6th): Reconciliation File Update
A new column 'Reference Code ID' will be added to the Outgoing Billings Collection and Reconciliation file (Billings → Outgoing). Partners using automated file processing should update their integrations to accommodate this additional column before November 6th.
Improved Invoice Settings: New Display & Navigation Controls
The Settings → Invoices section has been improved to provide businesses with greater flexibility and control over how invoicing information is displayed to different user groups. A new “Display & Navigation” interface enables distributors and sellers to configure tab visibility (Overview, Invoice, Billing) according to their operational needs, ensuring that users access only the most relevant financial data.
Additionally, new Custom Navigation options allow organizations to set up buttons and hyperlinks that lead to external resources such as payment portals, credit limit details, or billing terms—creating a more seamless user journey.
Learn more: Currency & Payments
Improved Invoice Processing: Separate Calculations per Vendor Invoice
The platform now supports invoice calculations per individual vendor ID, enabling more flexible and accurate invoice processing for vendors that submit multiple invoices within the same month. Previously, invoices with the same invoice date were grouped together, limiting the ability to process new invoices received later in the month without manual workarounds or deferrals.
With this improvement, distributors and vendors can calculate and verify each vendor invoice independently, improving automation, traceability, and billing accuracy, while significantly reducing manual intervention in month-end invoice operations.
For partners transacting with vendors like AWS and AvePoint, this means you will now receive multiple invoices per month, aligned with the number of invoices provided by each vendor. This update enables faster processing of available vendor invoices and offers greater flexibility when additional invoices are received at a later date.
Learn more: Invoice per Vendor Invoice Number
Dynamic Pricing Updates Based on Customer Input
Pricing plan designers can now use a new toggle on text fields to enable automatic price recalculation when customers change the field’s value, such as entering a discount or promo code. When this toggle is turned on, the system recalculates prices in real time—calling external pricing services and instantly applying applicable promotions during checkout. By default, the toggle is set to “off”, giving designers full control over where recalculations occur without impacting existing pricing plans.
Learn more: Design Section Overview, How to place an Order?
API: Create Pricing Plan
Wire Transfer Support Added to Payment Methods
Wire transfers have been introduced as a new payment method, giving organizations greater flexibility in how they manage financial transactions on the platform. This allows businesses to configure wire transfer receiving and sending options between organizations and initiate payments directly via wire transfer, providing a secure and efficient alternative for high-value transactions. By enabling wire transfers natively, companies can align with regional payment preferences, reduce manual off-platform processes, and improve traceability and operational efficiency across their payment workflows.
When wire transfer is defined as the payment method for an organization and an admin clicks to collect payment in bulk, the payment status will be updated to "Pending" until a status change is provided from the ERP or CRM solution.
Learn more: Currency & Payments, Payments on the Platform
Stronger Control Over Seller Identity Provider Settings
Distributors can now centrally manage and restrict identity provider settings for their indirect sellers, ensuring consistent authentication methods across the channel. When restrictions are enabled, sellers automatically inherit the distributor’s configuration and cannot modify identity provider options, helping maintain security, integration stability, and operational consistency.
Learn more: Authentication Management
Required Custom Fields for Organization
Seller Admins can now set specific custom fields as required at the organization level to make sure all essential information is provided when creating new organizations. If any required fields are missing, the system will block approval or activation and display a clear error message, prompting users to complete the missing details. This update helps ensure more accurate, consistent, and well-governed data across the platform.
Learn more: Organization Custom fields
API: Create a Customer
Improved Trial Offer Identification in Customer Prices
To improve the user experience when configuring prices for specific offers, trial offers are now clearly labeled in the offer selection list. When searching for or adding offers in the Customer Prices section, any trial offer will automatically display with the label “(Trial)” next to its name. This improvement applies to both search results and selected offers, making it easier for Seller Admins to quickly distinguish between standard and trial offers during price configuration.
Learn more: Customer Prices: Price configuration
Obligatory Pagination Header Added to GET Customer Details API
The GET Customer Details API now includes an obligatory pagination header in all responses. This header provides essential pagination information to help clients navigate through large datasets efficiently.
Learn more: Get all Customers details API manual
API: Get all Customers details API
Subscription Management for Google Cloud
Sellers can now manage Google Cloud subscriptions directly from the platform with full integration to Google Cloud Console. The platform supports subscription suspension, reactivation, and permanent cancellation, with all changes automatically synchronized to Google's billing sub-accounts in real-time. This integration eliminates manual coordination between systems and ensures that subscription status changes are accurately reflected in both the platform and Google Cloud Console.
Learn more: Google Cloud Seller guide
API: Subscription change order
Improved Promotion Form Structure and Validation
The Promotion Form has been restructured into collapsible sections that are open by default, making it easier to navigate and manage configuration details. Information is now grouped into clear sections, and several sections have been renamed for better clarity. Additionally, if users attempt to save without completing required fields, the platform will now highlight in red any sections containing missing mandatory information, ensuring quicker identification and correction of configuration gaps.
Learn more: How to set up and manage Promotions
Partners now have access to a promotion system that offers full control over discount strategies across the entire partner network.
This powerful tool enables precise targeting by allowing partners to specify exactly who receives a promotion — whether all network members, direct partners, resellers, or end customers. Customized discount values can be set for each organization in the channel, providing flexibility to build stronger partnerships and create competitive market positioning that aligns with specific business objectives.
Promotions are displayed directly on the Buy and Subscription pages with clear tooltips, giving users transparency into who receives the discount, the promotion value, and how the price is calculated. Applied promotions are recorded per organization and integrated into invoicing through the platform’s billing engine, ensuring accurate and organization-specific billing.
Learn more: How to set up and manage Promotions
Revenue & Sales
Operational Efficiency
Channel Management
Control Features
Extended Microsoft Customer Agreement (MCA) Compliance Checks
The platform now supports Microsoft Customer Agreement (MCA) compliance checks across additional subscription actions. In addition to new purchases and upgrades (already supported), MCA acceptance will now be validated when users adjust subscription quantities, change term duration, or switch billing plans. This ensures that all key subscription modifications are compliant with Microsoft’s requirements.
Learn more: Microsoft Customer Agreement (MCA)
Auto-Login Enhancement in Incognito Mode
Extended Filtering and Configuration Options in Modern Organizations View
The Modern Organizations view now includes top-level filters, enabling users to quickly sort organizations by status or attributes such as Active, New, Suspended, Created last # of days and All, with each filter showing the number of matching organizations. Clicking a filter instantly updates the grid and can be used in conjunction with other Modern Organization View functionalities.
Improved Preferred Currency Feature
Preferred Currency feature has been improved to resolve inconsistent currency code displays between platform invoices and Reporting API responses. This improvement addresses issues that affected customers in one specific scenario and had no effect on the actual invoice amounts.
Improved Payments Settings
The Payments UI has been updated to make options clearer and easier to use. Credit Card and ACH Direct Debit now display as unavailable when no gateway is configured. A new setting, “Enable partial payment authorization”, is available with these methods and can be turned on or off as needed.
Learn more: Currency & Payments
Adjusted Scheduled Order Report
The Scheduled Order Report now includes new subscription purchase scheduled orders, which were added after this functionality was recently released. The report has been updated to capture these orders, providing comprehensive visibility into all scheduled transactions.
Learn more: How to schedule Purchase Orders
Bug Fix: Customer Prices
A bug has been fixed that caused incomplete pricing information to be returned when retrieving customer prices in a particular scenario. Customer-specific pricing now displays complete price details in all cases within the platform UI.
Synchronization Improvements
Microsoft Offers and Pricing
We've made significant enhancements to Microsoft offers and pricing synchronization that deliver substantial performance improvements:
Coming Soon
These improvements are part of our ongoing effort to provide partners with the most reliable and efficient data synchronization experience possible.
Transfer Organization
The new Transfer Organization feature enables Distributor Admins to transfer organizations to sellers within the same distributor network, supported by robust validation to ensure billing integrity and continuity of subscriptions. Through the modern organization grid, admins can select tenants, choose a destination seller, and run a pre-transfer validation that confirms all criteria are met.
Learn more: Transfer Organization, How to move Microsoft subscriptions between seller portals of a distributor
Validate Customer transfer API, Transfer Customer API
Partial Payments
The Invoices section now offers expanded capabilities for tracking Partial Payments and improving billing oversight. New sortable columns show Paid Amount, Amount Due (calculated from Total minus Paid), and Payment Status with color-coded indicators such as Not Ready, Due, Overdue, Paid, Partially Paid, and custom statuses. The enhanced Collect Payment option in the Payment column allows you to process full or partial amounts directly for eligible invoices, supporting flexible scenarios like installments or card limit constraints, with automatic status updates when payments are completed.
Learn more: Navigating the Invoices, Payments on the Platform
Product Catalog Management – Fixed Save Button and Filter Panel
The Product Catalog Management interface has been improved to keep key controls visible while scrolling. Previously, the Save and Cancel buttons, along with the Catalog and Vendors filters, would scroll out of view when managing a catalog—making it easy to overlook saving changes after editing. These elements have now been moved to a fixed, immobile pane positioned above the product list, ensuring they remain accessible at all times. This update applies to both Partner Catalog and Customer Catalog views, streamlining catalog management and reducing the risk of unsaved changes.
Learn more: How to remove products from Catalog
Update User Profile API – Support for ExternalId Updates
The Update User Profile API endpoint now supports updating a user’s ExternalId, addressing scenarios where a user is removed from the platform and later readded, causing their Auth0 user to be recreated with a new ExternalId. Previously, this mismatch prevented the user from logging in, as their AppXite account still referenced the old ExternalId. With this update, the ExternalId in the platform can be updated to match the new Auth0 record, ensuring seamless restoration of user access.
Full API documentation is available in the Developer Portal.
Currency Selection in Subscription Report
The Subscription Report now includes a Currency Selection option, enabling users to view subscription prices in their preferred currency (EUR, USD, or the default Invoice Currency). This improvement addresses challenges faced in environments with customers using multiple currencies, eliminating the need for manual conversions. All numerical price fields—including “Prices on Start” and “Prices Today” columns—are automatically converted based on platform default exchange rates when a different currency is selected.
Learn more: Subscription Report
NCE Price List Report – Expanded Offer Visibility and EOS Support
The NCE Price List Report has been updated to display all offers available to the seller, including those not listed in the catalog, as long as they are not explicitly hidden and have an active status. Specifically, this change is aimed at improving visibility of End of Sale (EOS) offers, which were previously excluded from the report. Although EOS offers are not technically active from the platform's perspective, they remain relevant due to their associated pricing and are now included—unless explicitly hidden.
Learn more: NCE Price list report
Provisioned Date in Purchase Order Report for Migrated Adobe Orders
An issue was resolved where the Provisioned Date was not shown in the Purchase Order Report for certain Adobe orders, particularly in cases where subscriptions were migrated and synchronized under reseller portals. This occurred for orders such as license increases placed on the same day as the migration, where the related customer data was no longer accessible via Adobe APIs. The report now correctly retrieves and displays the Provisioned Date from our database for these scenarios, ensuring accurate and complete order information.
Learn more: Purchase Order Report
Bug Fix – Correct Display of Prices on UI SKUs
An issue was resolved where several SKU prices were displayed incorrectly in the user interface. With this fix, all SKU prices now appear accurately across the platform, ensuring consistent and reliable pricing information for users.
Scheduled Orders from Shopping Cart
The platform now supports scheduling new subscription purchases for future dates. Users can select a future start date when creating orders from the Shopping Cart, with scheduling available from the next calendar day onwards. This feature is accessible to authorized roles including Distributor Admin, Seller Admin, Seller Agent Admin and Account Manager. Scheduled orders appear in the Orders section and Scheduled Orders Reports, providing full visibility and tracking capabilities.
This feature streamlines procurement planning and enables better coordination of subscription deployments across the organization.
Learn more: How to schedule purchase orders, How to manage scheduled orders notifications
APIs: Schedule purchase order
Warning for Unsaved Changes on Organization Page
A new warning message has been added to the Organizations page to help prevent accidental data loss when editing custom fields. When users modify custom fields and attempt to navigate away without saving, the platform now displays a clear warning message of unsaved changes. This improves the user experience, particularly for organizations with extensive custom field configurations.
Learn more: Organization custom fields
Invoices Section UI Improvement
The Invoices section has been upgraded with a redesigned grid to improve usability and management capabilities. The new interface introduces bulk selection with row-level checkboxes and a "Select All" option for the current page, making multi-invoice actions faster and more efficient. Users can now adjust column widths to suit their viewing preferences and benefit from expanded filtering and sorting options for easier data navigation.
Learn more: Navigating the Invoices
New APIs to Retrieve and Manage Adobe Customers
This release introduces new APIs, empowering partners to independently retrieve and manage Adobe customers' data without involving AppXite support.
APIs provide access to Adobe customer profiles, orders, subscriptions, notifications, and customer-requested purchases, and allow updates to customer profile attributes such as Co-term Date, Global Sales Enabled flag, and Linked Membership properties. All APIs are available now on Developer portal.
Learn more: Adobe APIs manual
APIs: Adobe APIs
Action Required: Reporting API Data Availability Changes
Effective Date: August 1, 2026
Starting August 1, 2026, the Reporting API will limit data availability to the most recent 15 months. This change is being implemented to improve data loading performance and support our ongoing initiative to separate transactional data from historical data.
What's Changing
Accessing Historical Data
Historical data beyond the 15-month window will remain available on a per-request basis. However, we strongly recommend that partners implement regular data archiving processes within their enterprise systems to maintain access to historical information.
Action Required
Partners should review their current data retention practices and establish automated processes to regularly store historical reporting data in their own systems before this change takes effect.
Learn more: Reporting API v1 - overview, Reporting API v2 - overview
APIs: Reporting API v1, Reporting API v2
Extended Advanced Search
The Advanced Search functionality in the Catalog section has been extended to provide more precise and tenant-relevant results. Filters are now adapted to the current tenant context and fully cross-filtered, with a Reset button added for easy clearing of selected values. New columns—Product, Category, and Trial—have been introduced, providing deeper visibility into subscription data. Users can now search by Product, Category, and partial External ID, and a dedicated Category filter has been added to refine results further.
Extended Subscription Notifications
Several improvements and additions have been made to platform notifications to improve clarity, usability, and partner responsiveness:
A new Subscription Expired (All Subscriptions) notification and webhook have been introduced to alert partners when any subscription reaches its end date and is not set to auto-renew. It triggers at the same time as the platform’s internal suspension logic, ensuring timely visibility.
Learn more: Subscriptions - expiration notification
The Attention Required notification template has been updated for better clarity and consistency. In the platform UI, this notification now appears as "Order Failed", helping users more easily understand and act on failed scheduled orders.
Learn more: How to manage scheduled orders notifications
The email notification for Microsoft Tenant Creation now includes the full admin username (e.g., admin@yourdomain.com) instead of just “admin,” helping to reduce confusion and failed login attempts.
Learn more: Organizations - new Tenant created | APIs: Create Microsoft Tenant
Subscription-related notifications now include a separate Auto-Renewal field (On/Off), and the existing Status field has been renamed to Subscription Status. This change ensures users can easily differentiate between subscription lifecycle state and renewal settings.
Learn more: Subscriptions - change successful
Mandatory Customer Exemption Attestation for Google Cloud Account Creation
Starting July 1, Google Cloud requires customers to complete an attestation step during account creation to confirm their exemption status. Customers must review the Exemption page and select whether they fall under an Exempt or Not Exempt category. This attestation ensures the accuracy and completeness of customer information and confirms that the individual submitting it has the necessary legal authority to do so.
Learn more: Google Cloud seller guide
Improved SKU Display in Product Catalog
SKU ID information is now displayed more prominently in the Product Catalog on both the Product and Offer pages to improve visibility and quicker access. The format "Vendor | Product name | SKU ID" (e.g., Microsoft | Microsoft 365 E5 | CFQ7TTC0LFLZ/skus/000Z) is now shown directly beneath the product image or offer name, rather than being limited to the "More information" section.
Learn more: How to create new products?, What Is the difference between Product and Offer in the Catalog?
Extended Reporting API Capabilities
The Reporting APIs have been extended to provide deeper visibility and flexibility in billing and invoicing insights. These updates apply across multiple versions of the Invoice Headers, Invoice Rows, and Invoice Summary APIs, and are designed to improve reporting accuracy, structure, and compatibility:
Historical and Operational Invoice Data:
APIs now retrieve and merge data from both operational and newly introduced historical/archive invoice data, enabling full access to historical invoice records alongside current data. This ensures seamless backward compatibility and comprehensive invoice reporting across timeframes.
Learn more: Reporting API v1 - overview, Reporting API v2 - overview
Invoice per Order:
The Invoice Headers APIs now include new fields—InvoiceFrequency and InvoiceFrequencyId—to distinguish how invoices are generated per order. This provides better control and alignment with the Invoice Frequency column in the platform UI.
Learn more: Reporting API - Invoice per order
Price Per Component:
The Invoice Rows APIs (v1 and v2) now return OfferComponentId and OfferComponentName, allowing partners to break down charges by individual components within an offer. This added granularity supports more detailed billing analysis and reporting accuracy.
Learn more: Reporting API - Price per component
APIs: Reporting API v1, Reporting API v2
Improved Invoice Lines Grouping
For Vendors that use the platform billing engine as an invoice data source, invoice grouping is now more efficient when the Pay in Advance setting is turned off. Previously, using options like "Ignore quantity decrease" caused invoice lines to be split on the date of the change. With this update, invoice lines will now be grouped into a single line with setting show details being disabled.
Learn more: How can I see details of my Outgoing Billings?
Extended Invoice Lines Grouping
The logic for invoice grouping has also been extended to better support Microsoft Offers that include both telecommunication and non-telecommunication components (eg, Microsoft 365 E5 suite). The total of such subscriptions will combine the charges from both line items, and the invoice quantity will display the actual licensed quantity regardless of the “Show Details" setting in the invoices section.
This update also applies to invoice validation for AvePoint and Adobe and ensures more accurate quantity representation on final invoices. When multiple parsed lines share the same charge start and end dates but have different quantities, the resulting invoice line will now show Quantity = 1. If those parsed lines have the same quantity, the invoice line will reflect that exact quantity.
Learn more: How can I see details of my Outgoing Billings?
Expanded Reporting API with Payment Terms
The Reporting API has been extended to include detailed Payment Terms information across invoices and organizations. Payment term data such as payment method, terms in days, and effective dates, is now available in the Invoice Consolidations and Invoice Headers (v1 and v2) APIs, providing greater clarity and control over billing timelines. Additionally, a new Payment Terms API enables users to retrieve and filter terms by tenant, organization, date range, and status, offering a complete view of payment agreements across the reseller and partner network.
Learn more: Reporting API – Payment Terms
Improved Vendor Search in Custom Invoices
The Custom Invoice creation experience has been improved by enabling full search by vendor name in the vendor selection field. The vendor list is now sorted in alphabetical order, and users can search by typing any part of the vendor name. Additionally, the Invoice Receiver list has also been sorted alphabetically for a more consistent and user-friendly experience.
Learn more: Custom Invoice overview
New API Endpoints for Microsoft Synchronization
Two new API endpoints are now available to provide on-demand synchronization capabilities for Microsoft data:
These self-service endpoints can be executed as needed to ensure platform data remains current. This enhancement addresses synchronization issues that occurred following Microsoft's introduction of new Partner Center webhooks.
APIs: Synchronize MS Customer, Synchronize MS Subscriptions
AI Assistant on Help Center page
The AppXite Help Center now features a built-in AI assistant — Mia — designed to provide instant, intelligent support. Mia helps users quickly find answers using our knowledge base and API documentation. If further assistance is needed, Mia can connect you with our support team or suggest escalation when appropriate. Ongoing improvements and training will continue to improve its accuracy and responsiveness.
Visit the Help Center to start using Mia for faster, smarter support.
Learn more: Appxite Help Center page
Modern Organizations View
The Organizations section has been upgraded with a more intuitive and flexible interface, including export options for selected or all organizations, improved grid navigation, column resizing, and the ability to reorder and save layout preferences. Key fields like Organization Name, Profile, and Subscription Count are clickable, while sorting and filter icons appear on hover. New columns such as Organization ID, Reference Number and Created On have been added. Visual updates include colored status indicators, updated button styling, and faster tooltips, all designed to streamline navigation and management of organization data.
Learn more: Modern organization view
Invoice per Order
The platform now supports a new Per Order invoice generation option for specific vendor offers (one-time and perpetual licenses), allowing partners greater billing flexibility and control. When enabled on vendor contract level, an invoice is created per individual order upon successful provisioning.
Learn more: Invoice per order
New Vendor Contact Section
The Customer Contacts page has been expanded with a new Vendor Contact section, enabling users to create, edit, and delete vendor-specific contacts. Vendor Contact has been added with a “Create new” button that opens a slide-out form requiring all fields, including a vendor dropdown. Once saved, the contact appears under the Vendor Contact list. Users can edit existing vendor contacts through a multi-action menu, where changes become visible immediately after saving.
Learn more: Vendor-specific notifications
Activity History Retention Settings
The platform now limits the storage duration of Activity History. A new Activity History section under Reseller Settings allows eligible users to manage how long activity history is stored using a dropdown with options from 1 to 5 years or "unlimited." For existing partners, the default remains "unlimited," while new partners will have a default of 4 years. Starting from January 1, 2026, users will be not able to select the "unlimited" option, and all organizations with the "unlimited" set will be updated to "4 years" by default unless manually changed.
Learn more: Activity History: tracking Platform changes
Organizations API v2 Update
The Organizations API v2 has been updated with new optional parameters to improve filtering and performance. A new CustomerStatus parameter allows users to filter organizations by their status during the request stage—for example, passing CustomerStatus:New will return only organizations with a "New" status. Additionally, an optional includeIndustries parameter has been introduced. When set to false, industry-related data (CustomerIndustries) is excluded from the response to improve performance. By default, includeIndustries is set to false.
Price per Component
The platform now enables vendors to configure a detailed breakdown of charges in customer invoices and subscriptions. Instead of showing just one total price, invoices can list individual price components (such as Storage, Memory, Network, etc.) to improve transparency. When customers increase their resources, the invoice will automatically reflect the new charges, while reductions will not affect the price for the current billing period.
Learn more: Price per component
Adobe Price Update in Shopping Cart
The purchase experience has been improved to ensure customers see the most current pricing in the shopping cart, including tiered pricing and promotional discounts based on cart volume and composition. The platform automatically updates prices before checkout, showing both original and discounted prices.
Learn more: How do Adobe price levels work on the Platform?
New Notifications for Scheduled Change Orders
The notifications inform users when a purchase is scheduled, canceled, or fails to process. Workflow monitoring includes alerts for failed or overdue orders, daily past due notifications, improved tracking, extended reporting, and detailed sync monitoring for better transparency.
Learn more: How to manage scheduled orders notifications
Custom Property Field Validation
Admins can now set regex-based validation for custom property fields (Text and Number types) via UI and API, ensuring users enter data in the correct format. When validation rules are updated, admins are notified if existing records may not comply, helping maintain data consistency and accuracy.
Learn more: How to configure regex validation for custom properties
Improved Visibility of Subscription Changes
Activity History now includes changes made to custom properties in subscriptions, giving users a clearer view of what was modified, such as during renewals, quantity updates, or field edits. Additionally, custom properties are now included in the Subscription Report, allowing users to view and filter data based on these fields.
Learn more: Activity History
APIs: Activity History API Guide, Activity History APIs
Custom Properties in the Subscription Report
The Subscription Report now includes Custom Properties, allowing users to view all configured custom attributes and filter report data based on these user-defined values. This update improves reporting accuracy and customization, helping teams analyze subscription metrics aligned with their unique business needs.
Learn more: Subscription Report
Vendor Specific Notifications
The platform now supports vendor-specific notification recipients, enabling organizations to assign a dedicated Vendor Manager contact for each vendor they have contracts with (e.g., Microsoft, Adobe). This ensures that only the relevant Vendor Manager is notified when changes occur related to their assigned vendor. The Vendor Manager role can now be added to the organization’s contact list and included in notification settings.
Learn more: Vendor Specific Notifications
APIs: Add Vendor Manager, Edit Vendor Manager, Delete Vendor Manager
Release rescheduled to May 12, 2025
Payment Terms Management
A new Payment Terms tab is now available under Settings ⟶ Currency & Payments, accessible to both Distributor and Seller platform tiers with Distributor, Seller, and Super Admin roles. This update delivers a streamlined interface for managing organization-specific payment terms. The tab features a sortable and filterable grid displaying key organization details (such as status, ERP ID, country, and tier) alongside editable payment terms.
Learn more: Payment Terms, Payments on the Platform
APIs: Payment Terms APIs
Partner and Seller Info Added to Order Notification
Order notification emails during semi-automated provisioning now show clear sections for Partner and Seller details. For indirect sales motions, the Indirect Seller information is also displayed. This improvement gives recipients better visibility into who is involved in the transaction, helping streamline communication and processing for all parties.
Learn more: Receive Provisioning Details by Email
Fix for Quote Copy and Send Issue
A fix has resolved an issue where sending a copied quote to a customer resulted in an error, and the quote was not delivered. The copied quote was also mistakenly created with the same Order ID as the original, causing data consistency problems. With this fix, copied quotes are now generated with a unique Order ID, and the "Send to Customer" action works reliably.
Payment Terms Management (Scheduled at Week 18)
A new Payment Terms tab is now available under Settings ⟶ Currency & Payments, accessible to both Distributor and Seller platform tiers with Distributor, Seller, and Super Admin roles. This update delivers a streamlined interface for managing organization-specific payment terms. The tab features a sortable and filterable grid displaying key organization details (such as status, ERP ID, country, and tier) alongside editable payment terms.
Learn more: Payment Terms, Payments on the Platform
APIs: Payment Terms APIs
Adobe Multi-Item Discount & Provisioning Support
The platform now supports multi-line item provisioning for Adobe orders, allowing users to combine new purchases and subscription edits into a single cart to unlock better pricing tiers. This improvement ensures that Adobe's discount rules—such as price level upgrades based on total quantity, introductory pricing, or 3-year commitment minimums—are applied before purchase.
Learn more: How Do Adobe Price Levels Work on the Platform?
APIs: Create Order
Clear Action Prompts for Adobe 3-Year Commitment Offers
The platform now shows an "Action required" status for Adobe custom offers with a 3-year commitment during the provisioning and renewal processes. If the Adobe API status is "requested", users are prompted to accept terms in the Adobe Admin Console. If "accepted", they’re prompted to place or adjust orders to meet commitment requirements. This ensures customers are informed of the required actions for 3YC Adobe offers.
Learn more: Adobe 3-Year Commitment
License Usage Display in Adobe Subscription Details
The subscription details page now displays an assigned vs. total licenses chart for Adobe offers, providing customers with clear visibility into license usage. This improvement supports both license-based and consumption-based Adobe subscriptions, using API data to show real-time and predicted/calculated license allocation through a visual chart.
Learn more: How To Edit Subscriptions?
Extended Pricing Plan with Configurable Chart and Data Settings
Pricing plans now support configurable chart settings and the ability to retrieve either cached or live data using new AXI endpoints. This update allows users to choose how subscription details and usage information are retrieved, allowing them to switch between data-fetching strategies based on performance or data freshness needs. This improvement optimizes load times through caching while still providing the option to bypass the cache for real-time accuracy.
Learn more: Design Section Overview
APIs: Create Pricing Plan
CPQ: Extended Available Plans API with Last Updated Date
The AvailablePlans API has been extended to include a "last updated date" field in its response, aligning with the timestamp shown in the Pricing Plans UI. This datetime value reflects the most recent update to either the plan itself or any associated pricing changes. The addition supports more efficient synchronization of pricing plans with reporting tools, enabling downstream systems to detect and process only updated plans for improved performance and data accuracy.
APIs: List Pring Plans
Simplified Microsoft Subscription Upgrades with Destination Selection (Scheduled at Week 18)
You can now streamline subscription upgrades by selecting an existing subscription as the upgrade destination, instead of creating a new one. This improvement aligns with Microsoft’s native capabilities and helps avoid duplicate subscriptions. During the upgrade process, a new dropdown in the pricing plan will display eligible target subscriptions—fetched directly from Microsoft Partner Center. When selected, the upgraded quantity is added to the chosen destination subscription, keeping your records clean and consolidated.
Learn more: How to Upgrade Subscriptions?
ARR Customer Summary Tab Added to 360 Report
The 360 Report has been extended with a new ARR Customer Summary tab added to the Recurring Revenue Report, offering a consolidated view of key metrics already detailed in the “ARR Change by Customer” section, making it easier to monitor customer impact on revenue at a glance.
Learn more: 360° Report
Improved Stripe ACH Link Account Functionality
Instead of manually entering banking information, U.S. customers can now securely link their bank accounts through Stripe’s hosted interface. This new flow allows users to search for their bank, sign in via online banking, and instantly verify their account - all within a streamlined, user-friendly, and secure experience.
Learn more: Payments on the Platform
Extended Custom Invoices with Charge Type, Charge Start Date, and Charge End Date
A new Charge Type dropdown field has been added to Custom Invoices, allowing users to select from available platform charge types. Users can now also specify the Charge Start Date and Charge End Date, with validation ensuring the start date precedes the end date. Additionally, users can now delete custom invoices (if the status is New Corrected and there's no Invoice Consolidation ID) using a trash bin icon.
Learn more: Custom Invoice Feature Overview
APIs: Reporting API - Invoice Custom Charges, Create Custom Invoice, Delete Custom Invoice
Extended Azure Usage Report [UPDATED]
As part of ongoing improvements to reporting capabilities, new columns to the Azure usage report have been updated to provide better cost transparency and alignment with ERP requirements. In addition, an easy-to-use page that visually highlights month-on-month Azure usage changes has been introduced, making it simpler to track trends, identify anomalies, and gain actionable insights at a glance.
Learn more: Azure Usage Report Overview
The Reports UI Improvements
The Reports dropdown has been updated to ensure visual consistency across the platform. Font, size, alignment, and spacing have been adjusted for a more polished and unified UI experience.
Learn more: Subscription Report
Improved Invoice Management with Payment Terms
The Invoices section has been improved with new columns and logic to support payment terms and improve billing visibility. A new Payment Terms column has been added to both Incoming and Outgoing Billings and Invoices. In Invoices, the following columns have also been introduced: Invoice Posting Date, Due Date, and Payment Method with options including Wire Transfer, Credit Card, and ACH.
Learn more: Payment Terms, Payments on the Platform
Updated Notification Rules for Microsoft Subscriptions
The Subscription Successfully Renewed notification has been removed from the business rule logic for vendors that support daily synchronization—currently, this applies to Microsoft. Instead of being triggered by business rules, the notification is now sent as part of the sync process when a Microsoft subscription’s end date changes. Additionally, this notification has been updated by removing the pricing information from the notification format.
Learn more: Subscriptions - Renewal Successful
Promotions Displayed in Subscription Edit Price Table
Previously available only on the Offers page, the updated Promotions UI now extends to the Edit Price table in the Subscription Edit page, making it easier for users to view and manage promotions directly within subscription settings.
Learn more: How To Edit Subscriptions?
Refined Access Controls for Seller Agent Admin Role
Targeted adjustments have been made to the Seller Agent Admin role to improve security and ensure role-appropriate access. Seller Agents will now have access to the Settings tab, with the exception of two specific sections: Currency & Payment and Authentication Management, which are now restricted.
Learn more: User Permissions and Roles
Extended Azure Usage Report
As part of ongoing improvements to reporting capabilities, new columns to the Azure usage report have been added to provide better cost transparency and alignment with ERP requirements. In addition, an easy-to-use page that visually highlights month-on-month Azure usage changes has been introduced, making it simpler to track trends, identify anomalies, and gain actionable insights at a glance.
CPQ: SKU and Pricing Plan Localization
The platform now supports SKU localization across the Product, Offer, and Bundle pages, along with expanded localization for consumption meters in the Pricing Plan section, allowing partners to input variable names and values across all supported languages and users to see the values in their selected language.
Learn more: Product Management Overview, Design Section Overview
CPQ: New Plan-Wide Quantity Settings
Previously, when creating a Pricing Plan, adding a number field required it to be marked as the primary quantity field ("Use as Quantity") with a mandatory minimum value greater than zero. This limitation made it impossible to create optional or auxiliary number fields with default values of zero, often requiring workarounds. To address this, new "Plan-Wide Quantity Settings" have been introduced, offering greater flexibility and clarity when configuring Pricing Plans.
Learn more: Design Section Overview
CPQ: Extended Form Actions in Pricing Plans
The new Form Actions within the Pricing Plan allow users to define and execute custom actions as part of their pricing plans, improving the flexibility of subscription management. Users can now define custom actions such as redirection, password resets, user creation, and email updates while providing a localized UI for easy setup. This update improves workflow automation, streamlines subscription management, and improves the overall user experience.
Learn more: CPQ Presenter action types
New API Endpoint: Retrieve All Customers
With a single API call, the new "GET All Customers" API endpoint allows distributors and resellers to retrieve customer organization details - including addresses, contacts, custom organization properties, and vendor tenant. This API supports Distributor, Reseller, and Customer levels, significantly improving performance and optimizing data retrieval.
Learn more: Get All Customers Details via APIs
APIs: Get Customers Details, Get Multiple Customers Details
Invoices Tab Hidden for Support Agent Role
The Invoices tab is now hidden for users with the Support Agent role, ensuring access is restricted to relevant user permissions. This update improves role-based access control and strengthens data security.
Learn more: User Permissions and Roles: A Guide for Distributors, Sellers, and Customers
Customer Country Column Added to Subscription Report
A Customer Country column has been added to the Subscription Report, making it easier to filter, view, and extract subscription details by country, streamlining data analysis for partners managing customers across multiple regions.
Learn more: Subscription Report
Extended Reporting API with Consolidated Invoices
The Reporting API now supports Consolidated Invoices, improving invoice management and financial reporting for partners.
Learn more: Reporting API – Consolidated invoices
APIs: Reporting API
Extended Activity History with Customer Organization Custom Properties
Changes to Customer Organization custom properties made on the Customer Details page will now be recorded in the Activity History. If the visibility of a custom property is restricted, only users with the appropriate role (e.g., Seller Admin) will see the changes in the Activity History, ensuring role-based access is respected.
Learn more: Activity History, How to edit an organization profile?
APIs: Activity History API Manual, Activity History API
Vendor Contract Sharing with Userlane
The platform now shares a Vendor attribute with Userlane for partners who have the integration activated in the AppXite platform. This update enables Userlane to display relevant content based on the seller’s active vendor contracts, ensuring a more tailored user experience.
Learn more: Userlane
Extended Activity History with Customer Organizations
The Activity History now includes Organizations, enabling users to track changes related to specific customer organizations, such as legal details, addresses, primary contacts, billing information, and industry details. This ensures that all additions, modifications, and deletions made by platform users or external systems are logged with precise timestamps.
Learn more: Activity History, How to edit an organization profile?
APIs: Activity History API Manual, Activity History API
CPQ: Preview Localization
The platform now supports Preview functionality for the Pricing Plan Design section in multiple languages, allowing users to review their pricing plans in their preferred or selected language before finalizing them. This ensures greater accuracy in localization, enabling administrators and users to validate how pricing elements, labels, and configurations appear across different languages.
Learn more: Design Section Overview
Extended Activity History
The Platform Activity History has been extended to include Partner Prices on the distributor level, ensuring that changes related to Price Tier for sellers, Price Settings, and within a Price Tier are now recorded. Additionally, users can now specify the Entity field before loading Activity History, with options to select "All" entities or specific ones (multi-select enabled).
Learn more: Activity History
APIs: Activity History API, Activity History API Manual
Stripe ACH Integration
Scheduled for Release in Week 8
The Currency & Payments section will support Stripe ACH as an additional payment-receiving method alongside Stripe Card. Users will be able to configure Stripe ACH by entering the required Publishable Key and Secret Key. To enable seamless payment processing, users will also be able to attach customer and bank account details by navigating to the Organization Details section. Once configured, users can select Stripe ACH when processing payments.
Learn more: Payments on the Platform
Availability of Whitelisting Domains Self-Service
The new self-service capabilities enable Seller Admins to whitelist their AUTH0 domain independently, eliminating the need for support intervention. This feature is initially available upon request and can be enabled for eligible partners. Reseller Admins can now manage domain whitelisting directly through the Reseller Portal by navigating to Settings > Authentication, selecting the WAAD authentication edit option, and entering the domain manually.
Learn more: Configure Windows Azure Active Directory Authentication
Usage Column in the Subscription Grid
A new Usage column has been introduced in the platform's subscription grid that allows users to quickly assess usage metrics for each subscription, ensuring better tracking and management. By default, the Usage column is visible to all users, but administrators can hide it if usage-based subscriptions are irrelevant to their business needs. Additionally, a new visibility restriction setting has been introduced for Distributor Admins, allowing them to control access to the Usage column for specific child organizations.
Learn more: Modern Subscription Grid
Bug Fix: Removal of Discontinued Microsoft Offers from Search
There has been resolved an issue where discontinued Microsoft offers still appear in search results despite being removed from the Microsoft Partner Center (MPC) and the price list. With this fix, these outdated offers have been completely removed from the search results on our platform, preventing confusion among customers and eliminating unnecessary reseller support requests.
Bug Fix: Report Navigation Issue
Scheduled for Release in Week 8
An issue where users were unable to switch between reports directly from the report page, is approaching to be fixed. When clicking on a different report, the link updates the URL but does not reload the page with the selected report, requiring users to manually refresh. With this fix, switching between reports will work seamlessly, ensuring a smooth and more intuitive user experience.
Azure Subscription Availability
Azure Subscription is now available for ordering and seamless provisioning on the AppXite platform under the Azure Plan, with a usage-based pricing plan valid globally across all countries and industries. Customers can create new Azure subscriptions, assign an owner, and manage subscription statuses directly on the platform.
Learn more: Purchasing Additional Azure Subscription
APIs: Create an Order, Create Subscription Change
Modern Subscription Grid
A significant upgrade to the Subscription Grid improves usability and control over subscription management. Key updates include a new "Active Status" indicator for quick identification of live subscriptions, customizable column widths, and extended filtering options such as filtering by trials, auto-renewal, and expiring subscriptions. You’ll also find interactive tooltips, a progress bar with color-coded statuses in the "Expires on" column, fixed table headers for easier navigation, and other updates.
Learn more: Modern Subscription Grid
CPQ: Pricing Plan Localization
The platform now supports the localization of the Pricing Plan section, including compatibility rules, dynamic logic, post-purchase restrictions, and consumption meters, allowing partners to input variable names and values across all supported languages and users to see the values in their selected language. This is facilitated through the generation of dedicated JSON files for each language.
Learn more: Design Section Overview
APIs: Create Pricing Plan
CPQ: New Plan-Wide Quantity Settings
Previously, when creating a Pricing Plan, adding a number field required it to be marked as the primary quantity field ("Use as Quantity"), with a mandatory minimum value greater than zero. This limitation made it impossible to create optional or auxiliary number fields with default values of zero, often requiring workarounds. To address this, new "Plan-Wide Quantity Settings" have been introduced offering greater flexibility and clarity when configuring Pricing Plans.
Learn more: Design Section Overview
APIs: Create Pricing Plan
Improved Markup Configuration in Customer Prices
To address frequent user mistakes when creating markups for the entire portal instead of specific customers, a new field has been implemented where users can select the desired customer to review and manage existing markups or create new ones, ensuring markups are applied to the correct customer and reducing the likelihood of mistakes.
Learn more: Customer Prices: Price Configuration
New Seller Agent Admin Role
A new role has been introduced for Seller Platform users, providing full access to Seller Admin functionalities while restricting the ability to modify, change, or update customer prices, margins, or markups. This role is designed to offer comprehensive management capabilities without compromising pricing controls, ensuring greater flexibility and security in platform operations.
Learn more: User Permissions and Roles: A Guide for Distributors, Sellers, and Customers
APIs: Invite a User, List All Roles
New Notification "Invoice status changed"
A new notification has been introduced to notify distributors and sellers when an invoice status changes in the platform. Notifications are triggered when an invoice status changes from New to Verified, from Draft to New, and for sellers to Verified, ensuring timely action for invoicing customers.
Learn more: Invoice Status Changed
Improvements of "Invoice Amount" Display
The amounts in Billings (Incoming and Outgoing) now include a thousand separator and are rounded to two decimal places (e.g., 563 327.28 EUR) in the "Invoice Amount" column for both summary views and the "Total Charges" column in outgoing invoice collections. Additionally, terminology updates have been made to "Outgoing billings collection", and "Incoming billings details".
Learn more: Incoming vs. Outgoing Billings, Incoming Billings, Outgoing Billings
Consolidated Invoice Payment Collection
The platform now supports payment collection for consolidated invoices via Stripe. Users can collect payments for individual or multiple Summary Invoices under the Outgoing Invoices section using intuitive options for selecting invoice date and state.
Learn more: Payments on the Platform, How to Consolidate Invoices
Stripe Configuration for Distributor-Invoiced Customers
Improved payment configurations have been introduced for resellers with the Invoice Issued by Distributor (Locked) setting. All Stripe payment controls under Settings -> Currency and Payments -> Payments are disabled for such resellers. When the distributor enables Stripe and Card Payment options, customers under the reseller can select a Payment Card as their payment method.
Learn more: Payments on the Platform, Invoice-on-behalf-of capability
UI Adjustments for Consolidated Invoices
We have made UI adjustments to improve the user experience in the Invoices and Billings tabs - tooltips added to the Create Invoice and Custom Invoice buttons, toast messages for invoice creation success or failure, and search functionality in the Invoices tab. Columns for Invoice Code ID and Summary Invoice have been added, aligning Incoming and Outgoing views.
Learn more: Navigating the Invoices, How to Consolidate Invoices
Removal of Daily Automatic Payment
The daily automatic payment for invoices has been removed to avoid conflicts between legacy payment processing and consolidated payment and to ensure a more controlled payment workflow. Partners can instead activate the Invoice tab and use the dedicated payment collection button.
PDF Functionality for Consolidated Invoices
The PDF functionality has been expanded to support Consolidated Invoices. Users can now mark consolidated invoices as having an available PDF and retrieve the document when applicable. Additionally, the Tax Invoice column on the Consolidated Invoices pages for both Incoming and Outgoing types now features a Download/Preview button to fetch and display tax documents.
Learn more: How to Consolidate Invoices
APIs: Retrieve Tax Document of Summary Invoice, Change Tax Document Status for Summary Invoice
Vendor Configuration Control "Hide for End User"
The Vendor Configuration control has been extended with the new "Hide for End User" property, designed to improve the user experience during offer configuration. By default, this property is enabled, ensuring that the control remains hidden from end users, as it requires no action on their part. Administrators can conveniently disable this property via the Properties section, making the control visible when needed.
Learn more: Design Section Overview
APIs: Create Pricing Plan
Multi-Select Dropdown Formatting Fix for "Add to Cart" Action
Fixed an issue where multi-select dropdown values for certain offers weren't sent as arrays during the "Add to Cart" action, causing validation errors. The logic now ensures values are correctly formatted for seamless order submissions.
The latest update to Invoice section significantly enhances partner capabilities for managing own custom business processes.
The new functionality includes the following:
Customizable overview tab:
The Invoice section now features an Overview tab that can display custom fields, custom buttons, and custom hyperlinks. This flexibility allows partners to tailor the experience to their specific needs, creating a seamless journey for users and customers when working with invoices.
Business insights at a glance:
The Overview tab also provides a summary of invoice amounts for the previous calendar month, broken down by currency. This feature gives users a quick and clear snapshot of business performance.
Consolidated summary invoices:
Partners can now create summary invoices that consolidate multiple vendor invoices into a single monthly invoice. This simplifies the customer experience by providing one unified invoice, improving clarity and convenience.
Enablement of agent model set-up:
Partners with distributor admin roles can specify whether invoices should be issued on behalf of sellers. This feature improves the ability to manage credit risk and supports the agent model within the channel.
Integration with Avalara Tax:
The update also includes expanded support for Avalara tax integration, enabling seamless tax management.
New Overview Tab
A new Overview tab on the Invoices section provides a centralized hub for essential invoice data and tools. This tab displays any Custom Fields configured for invoices and presents summary information such as Last Month’s Incoming and Outgoing Invoice Data grouped by currency.
Learn more: Navigating the Invoices
Consolidated Invoices
In the Outgoing Billing tab, users can now select invoices via a new checkbox column to enable the "Create Invoice" button, opening a pop-up to confirm invoice creation with detailed statistics on requested, included, and skipped invoices. A new optional Invoices tab enables organizations to consolidate multiple invoices or manage them separately, offering greater flexibility and control.
Learn more: How to Consolidate the Invoices?
APIs: Create Consolidated Invoice
Custom Triggers
Both Distributors and Sellers can now configure custom fields that are shown in the Overview tab for their child sellers or direct end-customers. Administrators can configure a custom button and/or hyperlink, specifying the button text, redirect URL, and visibility conditions. The new controls are available in the updated Invoices tab under Platform Settings > Currency & Payments.
Learn more: Custom Triggers
Custom field "Display Locations"
Extended custom field settings allow to define multiple display locations for custom fields for Organization entity. A new display location, "Invoice Overview (Top)", is added for the Organization entity, displaying custom fields at the top of the Invoice Overview tab.
Learn more: Custom fields
Invoice on behalf of (agent model)
Distributor Admins can now define who will handle invoicing for end-customers when creating a new reseller. This option is accessible under the "Enable Invoicing" section on the seller creation form for distributors with enabled configuration. Admins can select from the following options: "None," "Invoice Issued by Seller," "Invoice Issued by Distributor," or "Invoice Issued by Distributor (Locked)." Once a seller is approved, this selection becomes non-editable.
Learn more: Invoice-on-behalf-of Capability
Manual Credit and Debit Memos
To address inefficiencies in the lengthy invoice correction process and improve partner experience, the partners can now create Credit and Debit Memos directly in the platform, bypassing dependencies on the AppXite support team and other side platform calculations. This enables smoother business operations by empowering partners to manage corrections independently, without impacting monthly calculation processes.
Learn more: Custom Invoice Feature Overview
APIs: Create Custom Invoice, Invoices & Reporting APIs
CPQ: Tooltip Configuration
The platform now supports tooltip configuration options for each pricing plan component, enabling users to define a tooltip, localized tooltip messages, and the tooltip type (Standard or Popup). Users can also specify supported view modes, including "Default" and "In-Line,". This feature ensures accurate and intuitive tooltip behavior, improving the user experience during the configuration and management of components.
Learn more: Design Section Overview
APIs: Create Pricing Plan
Multi-Tier Order Approval
A multi-tier order approval feature empowers partners with greater oversight over order management. Partners can now activate order approval, enabling a structured step-by-step review process before order fulfillment. Upon order placement, notifications are sent to all approving partners for review. If any partner declines, the order fails, and the customer is notified. Conversely, if all approvals are received, the provisioning workflow is initiated, leading to either the creation of a new subscription or the update of an existing one.
Learn more: Multi-Tier Order Approval, 'Order Pending Approval' Notification Event, Prorated Calculation
API: Create Order, Create Subscription Change Order, Approve Order
CPQ: Video Component
The platform now allows users to drag and drop video component into pricing plan, enabling the embedding and display of video content directly within offer forms. Videos can illustrate products, demonstrate features, or provide visual guidance, creating more dynamic and engaging offer presentations.
Learn more: Design Section Overview
Image Upload Requirements
To ensure high-quality product visuals for end-customers partners now are required to upload images with a minimum resolution of 400 x 400 pixels; otherwise, an error message will be displayed. Additionally, the file uploader now supports only JPG, PNG, GIF, and SVG formats, ensuring compatibility and preventing unsupported file types. These updates improve the overall user experience and ensure consistent, high-quality visuals across platforms.
Learn more: How to Create New Offers?
Consistent Localization of Industry Types
We have resolved an issue affecting the display of industry types in local languages, where industries initially appeared in the local language before switching to English or remained in English regardless of the platform language. With this update, industries will now consistently display in the local language based on the region, and will dynamically update to English if the platform language is switched to English.
Video Upload for Offers
When creating a new offer partners can now upload videos in the product marketing section allowing for a more dynamic and engaging offer presentation. This feature supports MP4 videos up to 5 MB in size, which can be uploaded directly from local devices, providing a seamless experience for incorporating rich media into offer content.
Learn more: How to Create New Offers?
APIs: Create an Offer
CPQ: Extended Offer Configuration with Subscription Details
Partners now can enable the "Show Subscription Details" option when creating offers, allowing them to configure specific subscription data and insights that end-users can view directly in the offer form. This improvement provides a clearer subscription context for users, enabling them to make more informed decisions when configuring an offer. The subscription details will appear in a dedicated section at the top of the form, presenting information in a flexible format that includes links, numerical data, and text fields.
Learn more: Design Section Overview
APIs: Create Pricing Plan
Vendor T&C Acceptance History
The platform Activity History now displays the history of accepted vendor T&Cs, allowing distributors and sellers to track which customers have accepted Partner and Vendor T&Cs, as well as T&Cs from offers, for auditing purposes.
Learn more: Activity History, Terms and Conditions (T&C)
APIs: Activity History
New History Tab on the Settings
This release also introduces a "History" tab on the Settings > T&C page, providing visibility into customer T&C changes. This new tab exclusively displays records of modifications related to customer T&Cs, including details on who added or accepted each change, the date and time, and the specific organization involved. This enables administrators to efficiently track customer T&C updates, fostering transparency and compliance monitoring.
Learn more: Terms and Conditions (T&C)
New Notification for Scheduled Change Modification
Partners can now receive notifications when scheduled changes on a subscription are modified or deleted, ensuring they stay informed about updates that may impact the subscription lifecycle. Notifications are triggered whenever a scheduled change is created, updated, or removed within the AppXite platform due to changes from integrated sources like Microsoft Partner Center or Adobe.
Learn more: Webhook for 'Scheduled Order - Updated'
Extended Cancellation Policy Data
To simplify the cancellation process across various vendors, a new "CancellationAdditionalInfos." property has been added to AppXite Integrations. This property allows vendors to optionally include additional, vendor-specific information, which will be displayed in the Cancellation Policy window. By providing these details, users will have the information needed to make informed choices when selecting the correct line item to cancel.
Learn more: Cancellation Policies
Reseller Invoicing Responsibility Feature
In the next release 181, Distributor Admins will gain improved control over invoicing processes with a new feature on the Distributor portal. Admins can designate who will manage invoicing for end-customers when creating new resellers. This includes a dropdown menu with options for assigning invoicing responsibility: “None” (default), “Invoice Issued by Seller,” “Invoice Issued by Distributor,” and “Invoice Issued by Distributor (Locked).” Once a reseller is approved, the invoicing selection is locked to ensure stability.
CPQ: IFrame Component for Pricing Plan
The Pricing Plan Designer now includes an IFrame component, enabling partners to embed external content directly into their offer forms. Users can easily drag and drop the IFrame, input any valid HTTPS URL, and display the content within the form. The IFrame is resizable, and users can customize properties such as Label, Unique Key, Default Value, and Visibility.
Learn more: Design Section Overview
CPQ: Restriction Message for Editing Existing Pricing Plan
A new tooltip has been added to the Pricing Plan to prevent unintended disruptions to active subscriptions. When editing or updating existing pricing plans, partners will now receive a message if there are active subscriptions associated with this pricing plan. This ensures that partners are informed of existing active subscriptions and can avoid making changes that would result in non-applicable or dysfunctional form values.
Learn more: Accessing CPQ and Configuring Pricing Plans
Microsoft Assigned Licenses Overview Report
The Subscription Report now includes a Microsoft Assigned Licenses Overview that provides a detailed view of license allocation for Microsoft subscriptions. The report displays key information, including Subscription/License Name, Total Licenses, Assigned Licenses, and Unassigned Licenses, allowing users to track license usage effectively. Users can also view these details broken down by customer, enabling better management and oversight of license distribution across multiple subscriptions.
Learn more: Subscription Report
New User Creation API
A new API endpoint has been introduced to streamline user management for AppXite platform partners, particularly for those using an external user management system. This API enables the creation of new users, including setting up user profiles, activating accounts, and assigning platform permissions in a single step. Additionally, partners using their own IDP solution can now choose whether to send activation emails or instantly activate users without manual verification.
Learn more: Create a User, Instant User Activation Without Manual Email Confirmation
Extended Advanced Subscription Grid
The Advanced Subscription Grid has been extended to improve user clarity regarding markup configurations. A new "Catalog Markup (%)" column, reflecting the "Original Markup" from the Customer Prices section, has been added. Similarly, a "Subscription Markup (%)" column has been introduced to display the "Customer Markup" at the subscription level. A "Price Source" column, showing whether the pricing is based on "Retail Price" or "Cost Price," has also been added. In addition, the "Regular Price" column has been split into two: "You Buy For" and "You Sell For," each with updated tooltips.
Learn more: Advanced Subscription Grid
Subscription Edit: New Columns and Improved Markup Calculations
The Subscription Edit has been updated with several new columns and improved functionality for clarity in markup configurations. A "Partner Tier" column has been added to indicate whether the setup is single-tier (Seller) or multi-tier (Distributor). The "Cost Price" column now shows the price each partner (Seller or Distributor) pays, while the new "Price Source" column displays either "Cost Price" or "Retail Price" based on the partner tier. Additional columns include "Revenue Price," "Catalog Markup (%)", "Subscription Markup (%)", "Price Adjustment (%)", and "Margin (%)" to provide detailed information about pricing and markups. The "Catalog Markup (on renew) (%)" column has been added to show the expected markup at renewal. Tooltips across these columns are improved, providing clearer explanations, and the ability to approve or reject markup values has been implemented.
Learn more: How to Edit Subscriptions
Subscription Edit: Extended Renew Functionality
The Subscription Edit also includes several updates to improve the Renew functionality and labeling handling. A new "Renew" checkbox has been added next to "Subscription Markup (%)" in the Shopping Cart and Subscription Edit window, allowing users to ensure that subscription-level markup renews on the renewal date. This checkbox is enabled by default for all new and existing subscriptions and is visible only to Seller Admin, Distributor Admin, and higher roles. Changes to the Renew setting are tracked in the Orders section as internal order items. Tooltips and labels across the UI have been updated for clarity, including renaming fields like "Markup from seller (%)" to "Subscription Markup (%)", "Summary Table" to "Price Table", "Cost Price" to "You buy for", and "Revenue Price" to "You sell for."
Learn more: How to Edit Subscriptions
Advanced Offer Search
The platform's offer search functionality has been advanced to provide a more comprehensive and user-friendly experience. When performing a search, the top offer result is displayed, with an option to "View All" for accessing a detailed results page. The results table now includes columns for "Offer", "Internal ID", "External ID", "Vendor", "Offer Group", "Industry", "Country", and "Description", allowing users to search based on these criteria. Additional filter options are available to narrow down search results by Vendor, Offer Group, Industry, and Country. Users can click on an offer name to navigate directly to the offer, with optional features for live search suggestions and recent searches to enhance search efficiency.
Learn more: Advanced Search
Customer T&C Acceptance History
The platform Activity History now displays the history of accepted customer T&Cs, allowing sellers to track which customers have accepted Partner and Vendor T&Cs, as well as T&Cs from offers, for auditing purposes. The Activity History section provides details such as the T&C type (Partner or Vendor), file name (downloadable), accepting user, customer organization, acceptance date, and changes made.
Learn more: Activity History
Updated Notification Settings: Recipients
Notification settings now include improved visibility for system-level recipients at the distributor level. While customized notifications do not inherit system-level recipients for distributors or sellers, users can reset to default settings from the UI, re-enabling system-level recipients. If a distributor has disabled notifications but a seller has them enabled, the platform will display the applicable system-level recipients for the seller.
Learn more: Notification Settings
Ordering via API: Simplified Payload
The new Ordering via API format reduces the complexity of the payload by minimizing the number of required fields and simplifying the data structure, making it easier for users to integrate and automate ordering processes for developers and users.
Learn more: API
CPQ: Improved Validation to Prevent Invalid Configurations from Being Added to the Cart
The platform has been updated to prevent adding configurations to the cart if any validation failure occurs on the pricing plan. The system now utilizes "IsValid" or "Invalid" flags to enable or disable the "Add to Cart" button, ensuring that only valid configurations can be processed.
Learn more: Design Section Overview
Microsoft Assigned Licenses Overview Report
The platform now includes a Microsoft Assigned Licenses Overview Report that provides a detailed view of license allocation for Microsoft subscriptions. The report displays key information, including Subscription/License Name, Total Licenses, Assigned Licenses, and Unassigned Licenses, allowing users to track license usage effectively. Users can also view these details broken down by customer, enabling better management and oversight of license distribution across multiple subscriptions.
📢 An additional release is scheduled for next week, introducing the following new features and updates:
Custom Date Selection for Activity, User, and Subscription History Pages
Users can now view data in a specific time period in the Activity History, User History, and Subscription History pages. A new "Custom" option has been added to the "Period of time" dropdown, allowing users to define a specific range with "From Date" and "Till Date" fields. This update helps users efficiently filter and view only the relevant data, without downloading unnecessary records.
Learn more: Activity History, Subscription Changes History
Effective Date Markup Improvements Across Customer and Partner Prices
This release brings improved logic for date handling across Customer and Partner prices to ensure both 'From' and 'Till' dates are fully included in the selected period. Previously, the Customer Prices UI would display the 'Till' date one day earlier, while the Partner Prices backend would add an extra day. With this update, users can expect consistent behavior: the selected 'Till' date will now represent the entire day across both interfaces, resolving discrepancies between what is shown and saved. This change ensures clarity and accuracy in markup periods.
Learn more: Customer Price Section Overview, Distributor Offers All Prices for Sellers
CPQ: Action Button - Real-Time Validation During Order Configuration
This CPQ update introduces a new validation response section that provides immediate feedback when users click the action button. The response is shown in a fade-out section with clear color-coded messages from AppXite Integrations or Vendor Integrations based on the "Configure Integration" settings. Success messages are displayed in a green box, while errors are shown in red. This ensures users can easily distinguish between successful actions and errors. Additionally, the action button has improved visibility and color-coded feedback when users click it, ensuring clear communication of result statuses. The action button now reflects various states—Disabled, Default, In Progress, Failed, and Success—through dynamic colorization.
Learn more: Design Section Overview
CPQ: Icon Pack for Pricing Plan
The platform now allows users to drag and drop icon packs into pricing plan, making the design more intuitive and visually appealing. The icon pack includes search functionality and offers three size options: small (16x16), medium (32x32), and large (48x48) - with proportional scaling to fit various design needs. Icons can be uploaded and integrated into forms, boosting usability and accessibility with full support for both mouse and keyboard interactions.
Learn more: Design Section Overview
Vendor-Specific FX Rate Configuration
This update allows users to configure foreign exchange (FX) rates for all vendors or specify custom rates for individual vendors, giving priority to vendor-specific rates when both general and specific options exist. These FX rates are applied during invoice calculations and reflected in the product catalog. For example, distributors offering products from multiple vendors can set unique exchange rates for specific vendors, while general rates apply to others. Partners can also retrieve FX rate data via the Invoice API.
Learn more: Currency Exchange (FX) Rate Management
Subscription Report Expansion for Distributors and Sellers
The Subscription Report has been expanded with price configuration details, breaking down how the subscription price is set - including if a subscription-specific price adjustment is applied. The new update also includes column groups so you can show and export only the information you are interested in.
Automatic Provisioning of Microsoft Reserved Instances
Platform now supports the automatic provisioning of Microsoft Reserved Instances under Azure Plan. This feature enables partners to streamline the configuration and purchase of reserved instances directly within the platform. Users can now access broad configuration options, including term length, region selection, and reservation scope.
Learn more: Azure Reserved Instances
Markup Configuration in Customer Prices From Today
This release introduces the ability for users to configure catalog-level customer-specific markups for customers without any subscriptions or orders, starting today. For customers with active subscriptions or orders, markup can be saved for a period starting from tomorrow.
Displayed Offer ID in Product Catalog
In the product catalog now offers display the Offer ID alongside the Offer Name and Vendor. This update allows users to easily identify and reference specific offers.
API Preview Versions (3.0)
AppXite has introduced new APIs enabling partners to perform operations across multiple levels, not just at the customer level. Now, data can be extracted based on organization IDs, such as reseller or customer level, providing greater flexibility. This allows for fewer API calls while retrieving complete datasets, simplifying both current and future integrations, and improving performance.
Returns all subscriptions and subscription details based on organizationId:
https://developer.appxite.com/api-details#api=subscription-v3&operation=669830cea1779867ade4c93c
Simplified payload for subscription changes:
https://developer.appxite.com/api-details#api=subscription-v3&operation=66d7a45a2a8e34eccb018507
Listing all order details per organization:
https://developer.appxite.com/api-details#api=orders-api-3&operation=66d7bb8fe41be3cfb616d0eb
Please note that these endpoints are currently in Preview mode and may undergo further improvements to optimize performance.
BugFix in Performing Removal of Choice Price Table
This bugfix addresses an issue in the pricing plan configuration related to the removal of controls using the formula "Choice Price Table." Previously, when attempting to delete the VendorConfiguration control, all associated controls (Dropdown, Radio, and VendorConfiguration) were incorrectly removed. With this fix, only the specific VendorConfiguration control will be removed as intended, leaving the other controls unaffected.
Extended Customer Prices Section
The Customer Prices section has been extended with several new updates. A "Customer" checkbox has been added, allowing users to filter customers with at least one effective customer-level price configuration. The Excel export now includes all price settings effective from today onwards and it has been improved to include all active markup configurations, with specific logic based on user selection. A new "Price Level" column enables filtering by price levels (generic, vendor, offer) and a new "Offer Type" column has been introduced. Additionally, a generic search across different values (Offer Name / Customer / Updated By) has been implemented.
Learn more: Customer Prices Price Configuration
Improved Contracts Section
In this update, the contract table grid has been expanded to include new columns such as "Contract Name", "Tenant Name", "Tenant ID", "Receiver", "Vendor", "End Date", "Start Date" and "Updated By". The grid has been migrated to angular, featuring a column chooser and data export functionality that includes all selected columns and filters. Additionally, editing contract statuses is now restricted to Super Admins only, ensuring better control over contract modifications.
Learn more: Contract Management
CPQ: Display Price in In-Line View Mode
An In-Line View Mode now displays the initial price directly within the plan settings, leveraging dynamic price calculations. By integrating inline price displays and real-time calculations, partners benefit from a more transparent and efficient configuration process, with immediate access to pricing.
Learn more: Design Section Overview
Renamed Integration Triggers on Subscription’s Renewal/Expiry Date
On the offer page, Trigger AI on Renewal Date is renamed to Perform An Action On Renewal Date, and Trigger AI on Expiry Date is renamed to Perform An Action On Expiry Date. Integration triggers on subscription’s renewal/expiry date create sequences in AppXite product management when creating an offer, trigger changes in their external environments (outside the platform), or send communication to the relevant customers or partners.
Learn more: How to create new offers
BugFix: Adobe Subscriptions - Issue with "Action" Field
Previously, when switching between actions like "Place order," "Create admin account," and "Update admin account," and then returning to "Place order," caused the system to mistakenly identify changes in the CPQ data model when no actual modifications were made. The bug has now been resolved, ensuring the form functions as expected without detecting false changes.
Unlimited Preferred Currency Change
Partners with seller and distributor admin roles can now change the preferred currency as many times as needed, without being limited to a single change, thus providing greater flexibility in managing payment preferences. The preferred currency can be changed in Settings under Payments and new currency will take effect from the beginning of the next calendar month.
Learn more: Preferred Currencies
APIs: Get Current Preferred Currency, List Available Preferred Currencies, Select Preferred Currency
User Authentication Method Change
Distributor and seller admins can now change the authentication method for newly invited users directly from the AppXite platform, without creating a support ticket. If an admin invites a user with the wrong authentication method and the user has not yet accepted the invitation, the admin can simply select the correct authentication method from a drop-down menu. This will automatically resend the updated invitation link, streamlining the user onboarding.
Learn more: How to Invite User to the Platform?
APIs: User Invitation Details Update
New “Order Custom Fields” Column on the Orders Section
A new column 'Order Custom Fields' is now available on the orders page. Relevant order custom field data is presented when the user clicks to 'expand' an order. Viewing and editing this data are controlled by user permissions defined in the Settings of Order Custom Fields, ensuring that only authorized users can access and manage this information.
Learn more: Order Custom Fields, Orders
Change Invoice Status via API
A new API enables partners to change invoice statuses programmatically between the Appxite platform and their other business systems and/or applications. This API allows to change invoice statuses in any direction between the following statuses: Verified, Issued, and Paid (Card Payment Error) while New, New Corrected, and Draft statuses remain irreversible.
Learn more: Invoice Statuses
APIs: Change Invoice Status
Image Component in Pricing Plan
When creating a price plan, partners can now upload images to the form, which could be used to illustrate products, demonstrate features, or provide visual cues thus creating more dynamic and engaging forms for end customers.
Learn more: Design Section Overview, Point 8
Icon Upload in Offer Page
The offer creation form is extended with the ability to upload custom icons directly from local machines in PNG or JPG format. Each offer can now have up to 5 icons, with dimensions ranging between 16x16 pixels and 48x48 pixels, and a maximum file size of 1 MB per icon.
Learn more: How to Create New Offers?, Point 19
Improved Microsoft Tenant Creation
Customer admins can now receive the error messages while creating a Microsoft tenant to identify issues and correct data (e.g. incorrect zip code formats etc.) directly within the interface. This update allows partners to retry the tenant creation without contacting AppXite support for assistance.
Learn more: How to Create a Microsoft Tenant Domain for a Customer Organization
Vendor Selection for Subscription Custom Field Settings
Partners can now define for which vendor offers subscription custom field will be displayed. For example, when creating a subscription custom field e.g. 'Additional' MPNID', which is specific for Microsoft, partners can enable this only for Microsoft (CSP & Azure Plan). Previously this was by default field for ALL OFFERS across ALL VENDORS in the partner channel.
Learn more: Custom Fields
Partner Management: Separated Price Tier and Product Catalog Selection
Partners can now select Price Tier and Product Catalog separately during reseller onboarding. Both fields are required to be selected when creating a new reseller. Price Tier can be selected before and can be changed after approval of the partner while Product Catalog can only be selected before approval of the reseller.
Learn more: Manage the List of Sellers, Distributor Seller Price Management, Catalog Functionality for Multi Tier Catalog
New Controls and Settings in the Pricing Plan Design Section
When creating a price plan, partners can now select additional controls in the Design section - TextArea to insert external content in configuration form, Action Button to simplify the data submission process and provide immediate feedback in case of form errors, and a new improved group of Radio Buttons with the ability to configure button orientation, box size, color and form of visibility.
Additionally, in the settings, there is a new option to enable "Display name in purchase flow", allowing the name of the offer or subscription to be prominently displayed within the rendering context, as well as improved Wizard configuration with user-friendly navigation, guided completion, dynamic logic, post-purchase restrictions, custom billing settings, primary quantity handling, and backward compatibility.
Learn more: Design Section Overview
Expanded Details in "New Offers Available" Email Notification
The "New offers available" email notification now includes additional details - 'Internal Offer ID' and 'External Offer ID.' This update enables partners to quickly identify and manage new offers. Additionally, the email notification no longer limits the number of offers displayed.
Learn more: Notification New Offers Available
Annual Recurring Revenue
New report released within 360 Report - Track recurring revenue of your business. View the current and past trends of annual recurring revenue to understand the general direction of the business, and get insight about projected future revenue. Enable account managers and business leaders to make timely decisions about business direction and set KPI's for performance.
Microsoft: Automatic Customer Organization Synchronization
When a Microsoft customer signs a partnership agreement with a 2-Tier seller or a Direct seller, they receive an email notification in the Microsoft Partner Center with a link to accept the agreement. Upon acceptance, the new AppXite integration instantly creates a corresponding Customer Organization in the AppXite platform, eliminating the need for manual synchronization or overnight processing. However, manual synchronization of Customer Organizations remains available in the platform if required.
Learn more: Organization Synchronization
Synchronize Organization with existing MS Tenant
New Notification for Subscription Cancellations
A new "cancellation" order is placed in the AppXite platform when the partner cancels an order item. Now this order triggers an email notification "Subscriptions - order placed". These changes apply to both full/partial cancellations and order line cancellations.
Learn more: Subscription Cancellations Order Placed
Event Notifications: Recipients Field Redesign
When the partner is editing the event notification settings, it is now more convenient to save selected recipients in the dropdown menu. This improvement is due to the new placement of the Apply button, which is now more accessible and eliminates the need to drill down to the bottom of the dropdown list.
Learn more: Notification-settings
Improved Logic of Subscription Quantity in the Invoice Details
The subscription quantities displayed in the Invoices section previously included both active and returned subscriptions when the "Show details" toggle was not activated, resulting in incorrect totals. We have now improved the quantity logic to ensure that the subscription quantities match accurately in both the compressed and "Show details" views.
Learn more: How can I see details of my incoming invoice?
Co-terming
We are excited to announce the launch of the Co-terming functionality in the AppXite platform, designed to streamline the management of multiple subscriptions by aligning billing cycles and renewals. This feature allows customers to synchronize billing cycles to a single renewal date, calculate prorated charges automatically, and choose flexible co-terming options accessible through their self-service portal.
Learn more: Subscription Coterminosity
New Integration Triggers on Subscription's Renewal/Expiry Date
Now vendors can trigger action on the Renewal/Expiry Date of subscriptions when creating a new offer. Vendors can create sequences in AppXite product management, trigger changes in their external environments (outside the platform), or send communication to the relevant customers or partners.
This operation in AppXite Integrations (AXI) called "Renewals" can be enabled/disabled using a configuration in the UI of product management, on a per-offer basis.
Learn more: How to create new offers
New Role - 360 Report Viewer
Recently AppXite released a new 360 Report for roles Distributor Admin, Seller Admin, Super Admin by default. In this report, these users can see data for all organizations they have access to with these roles, regardless of the platform they are on. To help these users share the report with others and to help them limit their own report's scope, a new role is added - “360 Report Viewer”.
Learn more: User Permissions and Roles
New Custom Field: Purchase Order Number in the Cart
Now the partner can configure and enable customers to add Purchase Order Number to their cart. This Purchase Order Number serves as a reference for customers to track their invoices. The Purchase Order Number field is configurable under Settings/Custom Fields allowing resellers and distributors to enable or disable it based on their preferences.
Learn more: Order Custom Fields
Activity History: Improved Performance
Making changes to subscriptions is a continuous and intensive activity for partners using the AppXite platform, resulting in tens of thousands of subscription modifications each month. The newly improved Activity History performance now supports unlimited changes and provides a swift overview of "All time" changes.
Learn more: Activity History, Subscription's Change History
Availability of 360° report for all partners
Platform's reports now include a comprehensive 360° report available for all sellers and distributors with Seller Admin or Distributor Admin role. This report provides a unified view of the entire business, displaying and comparing the sales performance data across all customers and partners. With advanced data grouping and an extensive set of metrics, it enables partners to identify areas for improvement and make more informed decisions to drive overall business growth.
Learn more: 360° Report
Ability to select contract type when creating a new offer
When creating a new offer, a partner can now select the corresponding contract type from the dropdown list. This new parameter is designed for partners who use multiple contract types, facilitating the association of a specific offer with its corresponding contract. Consequently, this allows separate offers by contract type for more precise subscription billing and invoicing processes.
Learn more: How to create new offers?
Static vendor key-value configurations (settings)
Partners who manage their own pricing plans no longer have to add the following form elements for static vendor configuration (vendor parameters) while designing pricing plans:
These parameters are now retrieved automatically by vendor ID via APIs and can be added/changed in the Vendor Settings in the pricing plan.
Learn more: Vendor Settings in CPQ
Adobe VIPMP reseller change
Customers can now opt to switch to a different Adobe reseller and continue to manage their subscriptions and new orders with the new reseller. Reseller change is a customer-initiated process where a customer administrator generates the approval code in Adobe Admin Console to allow a new reseller to perform the change. After that, all customer subscription data is synchronized to a new reseller in the AppXite platform.
The reseller change is ineligible if:
Learn more: Adobe Self-Service APIs
Partial upgrades
Partial upgrade is performed when you want to upgrade a part of a subscription to a higher subscription plan. For example, a customer has 16 licensed seats of Office 365 E1 and he wants to upgrade 6 seats to Office 365 E3.
As a result of a partial upgrade, you will have two subscriptions (not applicable currently for Schedule On Renewal orders):
Learn more: How to Upgrade & Downgrade Subscriptions
Extended notifications - scheduled order cancellation on custom date
With the latest webhook deployment, you can now receive notifications for scheduled order cancellation on a custom date. This will allow partners to keep up an accurate order information.
You can set up webhooks and email notifications to receive alerts about significant changes. To access the notification settings, log into your platform, go to "Settings," then click on "Notifications" and select "View." From there, you can configure recipient email addresses for email notifications and details for webhook notifications.
Learn more: Notification - Custom Date Scheduled Order Cancelation
Validation check for duplicated MPNID
When creating a seller with an MPN ID, you will now be warned if the indicated MPN ID is already taken by another Microsoft partner that exists on the platform. If you see such a message, double-check that you enter the correct MPN ID. If it is correct but still taken, please contact our support to get help.
Detailed invoice data now also returns usage meter details for each invoice line. It will help understand what you pay for exactly in subscriptions with multiple meters.
We also added a new column called Vendor Customer ID containing the unique customer ID used by the vendor. To improve performance, we removed the obsolete "Support Currency" and "Support Total Price" columns as well.
For more details on the Extended invoice data read Detailed Invoice Line Items.
For more details on the Customer Prices read Price configuration on the portal.
When onboarding a new partner, you can now select which login method to use when creating their first admin user. You can find more information here.
We created a simple way for you to add special exceptions to the regular configurability of your price plans. For example, with just two clicks you can implement your special Cancellation Policy into provisioning. As a result, customers will be allowed to cancel the subscription during Cancellation Policy period despite all commitment-related restrictions you configured in CPQ. Here's how:
For more details on the Order Note Notification read Order Note Added
We've previously released APIs to migrate your customers to VIP MP. You can find more information about this release here.
It was limited to customers without commitment. Now, you can use the same APIs to retrieve, validate and migrate customers with 3-year commitments. As a result of successful migration, you will see:
After migration, customers can fully manage the separate "3-year commitment" subscriptions just like any other:
All changes will automatically sync to their Adobe account.
Customers that don't have the 3-year commitment yet can enable it by purchasing the "3-year commitment for licenses/consumables" offers. Once provisioned, they too will receive all respective benefits on future orders.
When determining the price of an offer, your platform will now additionally check customer benefits directly in their Adobe account. This extra verification will run when you migrate a customer, buy a new offer or update an existing subscription.
For more details on the Adobe 3-year commitment read Adobe 3-Year Commitment article.
We implemented various improvements to the new Organizations section based on user feedback. The most notable ones are:
For more details on the Update to new Organizations section read Advanced Organizations View article.
Adobe updates will be rolled out gradually over the next week.
We made multiple changes to help you track and manage your renewals:
For more details on the Renewals Notification read Subscription Auto Renewal
As a result, here's all you need to do to never miss a renewal.
Review upcoming anniversaries from the reminder:
Review all other upcoming anniversaries by going one step back to all subscriptions (Subscriptions section, Advanced view):
After you upgrade your subscription to another offer, the name of the subscription is updated automatically to match the new offer. This should emphasize successful renewal on the UI and in the reports, as well as recognize corresponding invoice lines with the now-matching name from the vendor.
For more details on the Rename on upgrade read How to Upgrade/Downgrade subscriptions?
We made it far easier to set up and manage highly individual pricing for each customer. Our changes will save your staff countless hours and significantly reduce errors in their delicate pricing duties. Platform training for your new employees will also become a breeze.
We unified all end-customer pricing for partners and merged price settings for all customers and each customer individually. You will now find them both in the main "Customer prices" section under "Catalog".
You can also import prices for individual customers and all customers from the same file, in one go. Less things to think about when you click "Import". The button is temporarily hidden, but will come back shortly after the release.
Any individual prices you create there will show up in the same overview, alongside generic prices for all customers. With the new filter by customer and search by offer, it only takes several clicks and a few seconds to answer most frequent questions:
The new customer-specific prices share all capabilities with prices for all customers. This means the way they work should already be familiar to you, but here's several key takeaways from us:
The old page and the "Edit prices" link in customer profile are gone. We moved all existing price settings you may have had there to their new home - the main "Customer prices" section under catalog. Resulting prices remain unaffected.
NCE Price List Report now allows you to show prices in two different ways: for the full term (old) or for the selected billing period (new). It can help you avoid manual recalculation when monitoring prices, or reporting and projecting ARR/MRR and other related financials for different periods.
We also added primary address to Customer Report.
For more details on the NCE Price list report read NCE Price list report
These updates went live on March 14, 2024.
If you operate internationally, our new "business locations" will help you map your expenses to regional cost centers or corporate entities more directly and easily. Here's how:
Once set up, you will find business location included in the invoice details. You can use it to simplify further automation such as integration with ERP and tax calculation.
For details, refer to the following article: Business Locations.
It is typical for the industry of the partner and their end-customers to affect availability and pricing of services. In this release we are introducing new self-service and integrations to choose the industry of the partner and the end-customer:
For details, refer to the following article: Adobe Industries.
We are launching a set of new reports for all-things-NCE. The new report will replace the current NCE migration report and will include the following:
Look for "NCE reports" in the Reports section.
For details, refer to the following article: NCE Reports.
When creating a price plan, vendors can now add formatting (B, I, U) and hyperlink to the label of any field. You can also use the same formatting options, plus bulleted and numbered lists, when adding a "Label" type element to the form.
Added more ways to validate required text fields in the configuration form. Now validation options include:
Fixed an issue when customers couldn't update existing subscription to an offer that is no longer available for their industry after changes from vendor.
These updates are planned to go live by Feb 29, 2024.
Our new organizations section give you full overview and instant access to your entire sales channel on one page. Now you can do the following:
By default, you will still see the old page when you click SELECT ORGANIZATION. You can switch to the new page with a toggle in the top-right, and switch back at any moment. The page will remember your most recent preference.
While at it, we also made the page remember your preferred count of "results per page", so you don't have to change it every time.
These updates are planned to go live later today.
If you sell your services on AppXite Platform, you can choose to use platform's billing and invoicing or to integrate your internal invoicing process and import your invoice data directly into your platform.
Some of the largest vendors (e.g., Microsoft and Adobe) are integrated. When importing their invoice data, platform used to hide zero-amount charges that come from trials and 100% discounts.
Starting now, new invoices from integrated vendors will contain zero-amount charges. If the entire invoice amount is zero, such invoice will still be created.
With zero-amount charges, items in your incoming and outgoing invoices will appear more consistent. When comparing them, you will be able to verify with full confidence that all items from your incoming invoice are adequately invoiced further.
This change only affects vendors with integrated invoicing. Other vendors, MSPs, Telcos etc. that use AppXite Platform, remain unaffected.
We made it easier for account manages and customers to work with their subscriptions. The following improvements will help you save time and reliably notice essential information:
As an admin, you can now add custom fields to contracts! Use them to enrich contracts with additional customer details, important reference numbers and other contract specifics typically used by your company or system.
You can add custom fields to contracts in Settings of your platform. Once added, you will find the fields on the contract details page, under the profile of your customer.
In more details read the following article Custom fields
Customize your login page with your own content - introduce your users to your platform, explain how to log in, provide initial guidance and more. Add your own HTML blocks in "Theme and UI" settings of your platform.
You can also choose to greet your guest users with an entirely different page instead of your catalog. Users that come directly to yourplatformdomain.com will land on a your selected page at the start of their visit.
In more details read the following article How does Theme & UI works?
When creating a price plan, you can now add formatting (B, I, U) and a hyperlink to the label of any field.
You can also use the same formatting options, plus bulleted and numbered lists, when adding a "Label" type element to the configuration form.
Fixed unintentional updates to prices of some historical orders. Before the fix, most recent price would sometimes be displayed instead of the price on the order date.
These updates are planned to go live by Feb 1, 2024.
We are introducing a new way to set currency of your contracts with channel partners at the very start of their onboarding. This choice will later have a huge positive impact on how you invoice them.
When creating your channel partner's profile for the first time, you can choose the currency of your contracts with them to be:
The old option is still best to avoid any currency conversion.
The new alternative is great if you want to invoice your downstream partner in a single currency. The trade-off is that the platform may have to convert the prices you pay to your supplier into the currency of your partner. To manage FX rates and risks, we recommend you configure all relevant currency combinations in your Currency Settings, otherwise default FX rates will apply.
In more details read the article How to Create new Seller?
Cancellation Policy notification text on the subscription page now provides more precise instructions. When cancelling an order under such policy, Vendor Order ID (if applicable) is now additionally displayed on the confirmation popup to further reduce user error.
In more details read the article Cancellation Policies
Added a new "Vendor details" column to Invoices, which is visible in Detailed mode. For supported vendors and offers, this column will contain any extra details the vendor may provide. For example, it can additionally indicate which exact account or domain name the charge is for.
This update is planned to go live by Jan 18, 2024.
These updates are planned to go live by Jan 4, 2024.