All customers and sellers have access to the reporting section enabling tracking billing data over time. Reports can be accessed from the “Reports” section in the top navigation.
At the bottom of the page locate the NCE price list report.
3 filter groups provide different kinds of filters for prices - Basic, Organizations, and Offers.
Basic filter group includes Reseller/ Customer/ Offer/ Market/ Segment/ Billing Plan/ Term Duration/ Currency/ Convert to Currency/Show price Based on: Billing plan and Term duration.
NCE Price List Report has a switch to show the prices either based on the Term Duration (current default, total price per full term duration) or based on the Billing Plan (new, show price to be paid for the Billing Plan length, regardless of the Term Duration).
Organizations filter group includes Reseller/ Customer/ Vendor.
Offers filter group includes Vendor/ Product/ Offer/Offer/ Type/ Offer Status.
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.
AppXite 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.
I. Setup Email Body layout for custom PDF invoice
1. Open “Report Selection - Sales” page and select Invoice in “Usage” dropdown field:
2. Check mark “Use for Email Body” field:
3. Click on “Email Body Layout Description” field to open “Custom Report Layouts” page:
4. Click on tree dots […] to open menu and select “New” > ”New…
5. Toggle on “Insert Word Layout” switch and click “OK” on the “Edit - Insert Built-in Layout for a Report” page:
6. Click on three dots […] and select “Layout” > “Import Layout” in menu:
7. Select word document related to modifying report and click “Open”
8. Click “OK” in “Custom Report Layouts” page
9. Close “Report Selection - Sales” page
II. Add a language
1. Open “Languages” page
2. Add a new record
3. Fill in Code Name and fields.
4. In dropdown of the “Windows Language ID” field, select the language: 
5. Update Customer Language Code. In the Customer Card: 
On June 28 Microsoft has sent a non-renewal notice to all Indirect Sellers, that are onboarded to Partner Center, informing of the expiration of the existing seller terms (“Terms and Conditions Governing Indirect Sellers” (the “Indirect Seller Terms”)) which will be replaced with the Microsoft Partner Agreement starting September 1, 2019.
Q: What does it mean?
A: Starting September 1, 2019, the new Microsoft Partner Agreement will be available for all partners in the CSP program including indirect sellers. The existing seller terms and conditions governing indirect sellers will be replaced by the Microsoft Partner Agreement when it is becoming available on September 1, 2019. The expiring existing seller terms will be replaced with the Microsoft Partner Agreement.
Q: Where can I sign the new MPA?
A: Microsoft Partner Agreement will be available on Partner Center starting September 1st, 2019.
Q: Will that impact the way of working with AppXite?
A: No.
Microsoft Partner Agreement Term Enforcement Timeline:
Read more here.
This article will describe, how to accept Microsoft Customer Agreement (MCuA) through the platform. Microsoft Customer Agreement in CSP program will replace Microsoft Cloud Agreement starting from January 31st, 2020. Read more here.
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Q: What is the new process for confirming customer acceptance of the Microsoft Customer Agreement?
We have enabled function for sellers and their customers to accept new terms of MCuA.
When purchasing new MS subscription or renewing existing, or adding additional licenses for existing subscriptions seller and/or customer will have to accept terms, there will be pop-up window in the portal where one will enter their contact details – email, name, surname, phone number (optional) and click on "I Agree":
The first step is to log in to the platform and starts purchasing and/or renewal. Before BUY, a pop-up will appear where one will need to accept the terms. If terms have not been accepted in the platform, sellers and/or customers will not be able to purchase, renew and add licenses.
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Things to keep in mind:
To see more information about the MCuA, click here.
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!
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.
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.