We understand that it is vital to have a seamless portal usage experience and our team is working round the clock to improve and evolve the platform constantly. Additionally, we have prepared several tips&tricks that can be used to ensure our partners have a smooth experience while using the platform. 

1. Browser choice

The platform is compatible with the most popular internet browsers, but it is advised to use Google Chrome for the best experience.

2. Incognito mode

Use Incognito mode by clicking on browser settings and choosing Incognito mode. 

3. Clean cookies

Sometimes there can be information from your previous session stored in the browser cookies that might interfere with some of the functionalities. It is best practice to clear the browser cookies regularly or perform a hard refresh of the page by pressing F12 and right-clicking the browser refresh button.

4. One organization at the time

If you are working with several organizations, multitasking is not your friend. Keep only one organization profile open on your browser and close it, before logging in as other organization.

5. Give it some time

Large updates, such as, adding items to catalog are heavy processes and can take some time. Wait for some minutes before refreshing the page to see your changes applied.

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:

• Extended Advanced Subscription Grid
• Subscription Edit: New Columns and Improved Markup Calculations
• Subscription Edit: Extended Renew Functionality
• Advanced Offer Search 
• Customer T&C Acceptance History
• Updated Notification Settings: Recipients
• Ordering via API: Simplified Payload

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:

• “Administrator First Name”
• “Administrator Last Name”,
• “Administrator Email”,
• “Customer Account ID”.

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:

• a customer has open or complete orders in the cancellation window
• a customer ERPID already has an active Adobe tenant in the AppXite platform

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:

• The existing one (initial subscription) with the same term end date as before but with a reduced number of seats
• A new upgraded and co-termed subscription

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.

Extended invoice data

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.

Precise markups in customer prices

• Based on your feedback, we disabled rounding of markups in Customer prices section on UI. It is now possible to see the precise value. This also makes markups appear more consistent between the import files and the result on the UI, so that you can be absolutely sure they match.
• We also removed Vendor Price and Reseller Price columns from Customer prices section. These columns used to display absolute unit prices for offers with legacy pricing. After switching to more advanced price plans with dynamic configuration-based prices, the two columns became obsolete.

For more details on the Customer Prices read Price configuration on the portal.

Login method when onboarding partners

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. 

• You can choose any login method enabled in your platform Settings.
• You can change the login method selected for the partner before you approve them. Once approved, they will be invited using the method selected at that time.
• The beginning of the first journey of your partner will still look the same - they receive the invite email and select the correct method on the login page. What happens after that may differ depending on the specifics of each authentication provider.

Bypassing post-purchase restrictions (CPQ)

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:

1. Create/select a post-purchase restriction for your plan in CPQ.
2. Find a new "Bypass in operation" dropdown in the panel on the right. Select one or several provisioning operations such as CancelOrder, PurchaseOrder etc.
   The operations you see in the dropdown are taken directly from what you define under Provisioning in the offer. For more details on the Bypassing post-purchase restrictions read the following article Configure quantity change rules.
3. The selected restriction will not apply during operation (often means order) of the selected type.

Extended APIs and webhooks

• Simplified our Subscription API that you use to retrieve a single subscription. Now it returns OrderId for each item in AvailableScheduledChanges. It will help you avoid making extra calls to retrieve OrderId using OrderNumber.
• Added a new notification when an order note is added. You can enable the webhook (or email notification!) in Notification Settings of your platform.

For more details on the Order Note Notification read Order Note Added

• Extended various other webhooks:
  • "Scheduled order - changes successfully" now also returns OrderID and CustomerID
  • "Scheduled order - created" now also returns CustomerID
  • "Subscriptions Successfully Renewed" now also returns CustomerID

Other

• Made error messages on failed orders with Microsoft more descriptive and user-friendly.
• Made error messages when buying and updating Adobe subscriptions more descriptive and user-friendly.

Adobe 3-year commitment

Migrate customers with commitment

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:

1. Subscriptions added under each migrated customer, with correct commitment and co-term date applied.
2. Commitment itself represented in a form of a separate subscription with a corresponding name - "3-year commitment for licenses" or "3-year commitment for consumables".

Manage commitment in platform

After migration, customers can fully manage the separate "3-year commitment" subscriptions just like any other:

1. Open to see Adobe account benefits information such as: commitment term, minimum committed volume, and re-commitment
2. Update committed volume
3. Enable or disable re-commitment

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.

Benefits-based price integration

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.

Update to new Organizations section

We implemented various improvements to the new Organizations section based on user feedback. The most notable ones are:

• Can toggle to only show organizations from the current platform (as opposed to all platforms you have access to). Enabled by default.
• Can choose columns to display. Your choice is remembered.

For more details on the Update to new Organizations section read Advanced Organizations View article.

Fixes and tweaks

• Subscription page now only shows the upgrades that the customer is eligible to based on their country and industry.
• Fixed an issue with users occasionally missing in the "Created By" column filter for orders.
• The API for detailed invoice data now also returns MeterName that specifies which usage meter the invoice line is for. It will help understand invoice lines for subscriptions that use multiple meters.
• New platforms will now have a 0% soft and hard limit in default customer prices. Users can still change them as before.

Adobe updates will be rolled out gradually over the next week.

Easier renewals

We made multiple changes to help you track and manage your renewals:

• We now send subscription anniversary reminders for both renewing and expiring subscriptions.
• There are now 3 reminders: 65, 30 and 7 (new) days before anniversary.
• The notification comes with better details and instructions.

For more details on the  Renewals Notification read Subscription Auto Renewal

• Subscriptions section (Advanced view) now has an additional "Renew" column, which is visible by default.

As a result, here's all you need to do to never miss a renewal.

Review upcoming anniversaries from the reminder:

1. Receive automatic reminder with the list of upcoming anniversaries
2. Review all essential details right inside the email to inform and make your decision
3. Click on the subscription to manage it

Review all other upcoming anniversaries by going one step back to all subscriptions (Subscriptions section, Advanced view):

1. Filter Active subscriptions by "Status" column
2. Show upcoming anniversaries by sorting "Expires On" column
3. Check "Renew" column and enable/disable renewal status where necessary
4. Check "Scheduled changes" column for changes that are to apply on renewal

Rename on upgrade

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?

Other

• Added a toggle between Margin and Markup in reports.
• Added new External Subscription ID column in Advanced view of Subscriptions section (hidden by default).
• Added columns to Invoice details:
  • "Invoice Reference #" in both Incoming and Outgoing invoices
  • "Tax Invoice" in Outgoing invoices only

New customer prices

Impact and benefits

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.

All customer prices in one place

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:

• "Which price settings affect my customer at the moment?"
• "How is each vendor priced for all customers I manage?"
• "For which customers do I need to update the price of our newly added offer?"

New additions

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:

• Individual customers can now have a price setting for an entire vendor.
• Individual customers can now have a price setting for any custom offer group (e.g., product).
• You can now display "Special price" badge for individual customers.
• When calculating the price for any customer, their individual price setting will override (and not stack) the all-customer setting for the same offer

Old page

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.

Reports

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

Other

• You can now see who was the last person to update your price plan and when. It will help you ensure that all price plans are up to date, track progress during onboarding and troubleshoot errors in your regular price updates. In more details read the following article Accessing CPQ/SKU Method and Price Plan Updates
• Google Workspace order provisioning is now more transparent. We added "Action Required" status for Google Workspace orders that require customer input to be completed.
• Fixed Users search box occasionally crashing the page when used before the page fully loads.

These updates went live on March 14, 2024.

Business locations

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:

1. Create a distinct business location per each country you operate in.
2. Map your partners and customers to your regional locations
3. Split or process your invoices by business location

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.

Adobe industries

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:

• When creating a contract with your Adobe partner, you can now select industries - Private Business, Education, Government - that they are eligible for. You will find this under the Contracts section of your partner's profile in PartnerHub.
• Adobe customers can now also indicate their own industry. When creating a new Adobe admin account during offer configuration, customer will see a choice of seller-supported industries.

For details, refer to the following article: Adobe Industries.

New NCE reports

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:

• Migrations (improved) - customers, subscriptions, target offers and more
• Promotions (new) - offers, dates, discounts, constraints, customer eligibility

Look for "NCE reports" in the Reports section.

For details, refer to the following article: NCE Reports.

Offer configuration form design

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:

• Custom regex (new)
• Min character count
• Max character count

Fixes and tweaks

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.

New organizations section

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:

1. View all partners and end-customers in one place across all platforms you have access to.
2. Drill down any organization in your channel to view their junior partners in one click. Repeat until you reach the end-customer.
3. Switch to the platform of any partner with one click. You can even jump immediately to a specific customer and their subscriptions.
4. Find and identify the right organization more easily by their organization type, external ID, segment, and tenant domain.
5. Access the page to create a new partner directly from this section

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.

Fixes

• 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.
• Improved performance of Usage Export option in Azure Usage Report.

These updates are planned to go live later today.

Invoices from integrated vendors

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.

Subscriptions section

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:

• Added a new "Commitment term" column that shows duration of your commitment (if applicable). It will help helps sort and find such subscriptions without opening them.
• Added a new "Cancellation Policy" column that shows if cancellations are currently available. This will ensure you are always reminded of your opportunities to cancel recent changes as soon as you open the Subscriptions section.
• Added a column selector, so that you can hide columns you find less relevant. All columns are displayed by default, as before.
• Added an ability to export all visible columns and rows to Excel. This gives you the chance to handpick which information to include before you export.

Custom fields for contracts

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

Custom content for login page

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?

Text formatting in CPQ

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.

Fixes

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.

Invoice partner in single currency

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:

• Same currency in which you buy from your respective supplier - this has always been and remains the default option.
• Partner's primary currency - this is the new option.

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?

Better Cancellation Policy notice

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

Extra details from vendor in invoices

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.

Fixes and tweaks

• Notifications for purchases and quotes now contain a "1st period prorated" label for items if proration applies; some of the updated notifications sent can be seen from here:
  Purchase notification
  New Quote Notification
  Quote accepted
  
  
• Fixed inconsistencies in total count of organizations displayed in various places in customer segments section.

These updates are planned to go live by Jan 4, 2024.

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! 👇

Microsoft NCE Subscription End-date Alignment 

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.

Learn more →  |  Watch a demo →

New Controls in the Pricing Plan Design Section 

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.

Learn more →

New Settings for Radio Button Group on Builder App

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. 

Learn more → 

Image and Icon Controls 

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. 

Learn more →  

Displayed 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 → 

360 Report Now Available for All Partners

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.

Learn more →

Deep-dive of organizational insights →

Partial Upgrades

Expand Your Product Portfolio with Acronis Cyber Protect Cloud

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 →

Unbundling Teams from Microsoft 365 and Office 365 in EEA and Switzerland. Action Required!

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 

Upcoming Feature: New Self-Service Tools to Onboard Usage-Based Services More Easily

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!

AppXite is Recognized in Canalys Channels Ecosystem Landscape 2023 

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 →

Featured Articles

• How to set up and operate usage-based offer
• NCE price list report

• Enabling SSO - add consent to AppXite Auth0 app in Azure

• Distributor: seller price import
• Distributor: generic prices for seller segments
• How to configure different price logic for Microsoft license-based and usage-based offers?
• Subscription report
• Reseller report
• Cancelation policies
• Catalog creation
• Get all organizations
• Adobe seller guide
• Reporting API - detailed invoice line items
• API access via the developer portal
• How to log in with the "IBM ID" option
• Using multi-factor authentication (MFA) for custom user database ("Account" option)
• How to log in with the "Account" option?
• Known use cases for MFA authentication not to work
• How to reset the MFA

Release Notes

• Release notes 152
• Release notes 151
• Release notes 150
• Release notes 149
• Release notes 148

Vendor News

Global Promo Readiness Guide

See active and upcoming promotions and offers at the Global Promo Readiness Guide collection.

Update on new commerce timeline for CSP Government Community Cloud, education, and nonprofit legacy offers

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.

Platform updates

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.

Featured articles:

• Navigating platform APIs
• Reporting API - detailed invoice line items
• Get catalog and prices
• Manage subscriptions via APIs
• Manage Microsoft customer tenants
• Place and provision orders via API
• How can I invite a user of Microsoft partner?
• How to log in to the catalog on behalf of the customer
• How do I access CPQ/SKU builder?
• How to add products to the catalog
• How to assign users with email policies on Business Central
• How to cancel and undo orders
• How to distinguish between NCE and non-NCE offers
• How to re-post invoices
• A blog: Are you GDAP-ready? All about Microsoft DAP-to-GDAP transition

Release notes:

• Release notes 130
• Release notes 129
• Release notes 128
• Release notes 127
• Release notes 126
• Release notes 125

New APIs released

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.

Get catalog and prices

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. 

Place and Provision Orders

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.

Manage subscriptions via APIs

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

Introduction

This article describes how industries are enabled and how you can change the industry when purchasing

Configuration

You may want to have an industry-specific offer or pricing plan available for some of your offers. In order to have those available, there are two steps to perform:

1. Configure your offer by adding the desired industry in the Availability section;

2. Organization profile must indicate that it belongs to the chosen industry. Currently, there are 4 types of industries available:

• Private Business (Commercial)
• Government
• Educational
• Nonprofit

Industry-specific Microsoft offers

Industry specific orders for Microsoft offers are available for eligible customers only. 

How to make the customer eligible? 

1. Make sure that the correct industries are displayed in customers card of their Microsoft Partner Center (MPSC) profile.

!Note if the respective industry is not displayed in Microsoft Partner Center, Microsoft might reject the order or provision it by default (Commercial) price.

2. Organization profile in platform must indicate that it belongs to the respective industry. 

!Note Currently, there are industry-specific offers for Microsoft and Adobe available on the platform, but it is expected that there will be other vendors adding their industry-specific offers in the future.

Purchasing 

To purchase an offer for industry-specific price, select the eligible segment for the offer when placing the order. The price will update automatically.

Related Articles

How to manually create a new Customer Organization?

In order to see detailed invoice lines as issued by the Vendor on AppXite platform, it can be enabled via UI and by using API.

When enabled, invoice rows for each subscription are broken down into separate fees that more accurately reflect subscription changes during the billing period.

For example, you will be able to see the amount charged for 30 licenses in the first 10 days of the month before the quantity change, and the amount charged for 40 licenses in the remaining 20 days of the month.

This helps partners and their customers to more easily understand and explain the amount in the invoice with full confidence.

Users can choose if they want to see invoice data in aggregated or detailed format. 

Detailed invoice data also returns usage meter details that specifies which usage meter the invoice line is for. It will help understand invoice lines for subscriptions that use multiple meters.

On UI level:

In order to see the prorated invoice details on UI for incoming or outgoing invoices, you should go to the invoice section and open the respective invoice to see details:

In the invoice details as per screenshot above, on the right side is the toggle button "Show details" (off by default), which is used to see the prorated fees:

Detailed Invoice Lines Disabled

When disabled, the subscription details will show the quantity and the final amount of the changes within the billing period in one consolidated amount. The subscription line will be accordingly present in the table of the respective invoice page and in the downloadable excel file.

Usage fee lines (eg. Azure usage) are grouped into two categories as follows (similarly to license subscriptions):

1) Usage Fee

ChargeType = Usage Fee
ChargeStartDateUtc = min ChargeStartDateUtc from Microsoft Incoming all lines where VendorChargeType <> customerCredit 
ChargeStartDateUtc = max ChargeStartDateUtc from Microsoft Incoming all lines where VendorChargeType <> customerCredit 
TotalPrice = sum TotalPrice from all Vendor Transformed lines

2) Correction

ChargeType = Correction
ChargeStartDateUtc = min ChargeStartDateUtc from Microsoft Incoming all lines where VendorChargeType = customerCredit
ChargeStartDateUtc = max ChargeStartDateUtc from Microsoft Incoming all lines where VendorChargeType = customerCredit

eg.

Detailed Invoice Lines Enabled

When enabled, the subscription invoice data includes a row for each interval of prorated fees, with actual dates and quantity. The details will be present in the table of the respective invoice page and 
in the downloadable excel file. Additional invoice details that are displayed in the column Vendor Details are based on the data directly from the vendor, for example, it can additionally indicate which exact account or domain name the charge is for:

Detailed Charge Types:

Detailed Charge Types breaks down different grouped platform charge types (Cycle Fee, Corrections) for a particular subscription into more granular fees that better explain how the amount is calculated on our platform.

Detailed Charges can be viewed by toggling "Show Details" button which will show additional information such as "Cancellimmediate" "addQuantity", "new", "Renew" and "convert" when viewing an invoice.

In the invoice details as per screenshot below, Detailed Charge Types are shown:

Usage fee lines (eg. Azure usage) are showing the following details now:

1) Usage Fee

ChargeType = Usage Fee
ChargeStartDateUtc = min ChargeStartDateUtc from Microsoft Incoming all lines where VendorChargeType <> customerCredit 
ChargeStartDateUtc = max ChargeStartDateUtc from Microsoft Incoming all lines where VendorChargeType <> customerCredit 
TotalPrice = sum TotalPrice from all Vendor Transformed lines 

2) Correction - is showing in expand mode all details per each customerCredit incoming line from Microsoft

ChargeType = customerCredit
ChargeStartDateUtc = ChargeStartDateUtc from Microsoft Incoming all lines where VendorChargeType = customerCredit 
ChargeStartDateUtc = ChargeStartDateUtc from Microsoft Incoming all lines where VendorChargeType = customerCredit 
TotalPrice = TotalPrice from Vendor Transformed lineeg.

eg. using the same example as shown above:

On API level:

It is possible to request detailed invoice rows via our Reporting API using an optional parameter, where the API can return data with or without prorated invoice details.

For returning detailed invoice lines via API, please refer to Reporting API - Detailed Invoice Line Items Knowledge Base article and the "Platform API Integrations" section for more information. 

It is important to know Correction charge type detailed invoice lines are available for invoices created starting from 1st of December 2022 and for Cycle charge type detailed invoice lines are available for invoices created starting from 1st of May 2023. 

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: 

In Subcribtion tab there is a tag next to the Subscription name indicating whether it is NCE offer or no.

If you already have the subscription open, click on offer.

1)NCE offer will have fields Term Duration and Billing Cycle, where Legacy offer will have only the Billing Cycle

2)Legacy offer will also include 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 on the upper left corner of Microsoft icon. See the examples below.

NCE offer: 

non NCE offer:

How to distinguish between offers by contract type?

Open 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 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". 

!Note if you do not see "Vendor offer ID" tab, it can be enabled on the upper right corner of invoice view

How to distinguish NCE offers in Subscription report?

Subscription report contains filters to distinguish NCE offers from non-NCE. If "Is NCE" tab record displays "true", the selected offer is NCE. You can filter the subscriptions on the left side in "Microsoft NCE" section.

How to distinguish between offers while using "Search" in 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 few months once the all the legacy offers will be discontinued. In meantime we are preparing a workaround to amend the situation - tags will be added to the product names. Follow the product releases to not to miss this update!

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.

• Review Microsoft Partner Agreement (starting July 31, 2019).
• Accept Microsoft Partner Agreement on Partner Center (between Sep 1, 2019 Jan 31, 2020).

Q: Will that impact the way of working with AppXite?
A: No. 

Microsoft Partner Agreement Term Enforcement Timeline:

• September 1, 2019 – January 31, 2020: Indirect Sellers must accept the terms of the Microsoft Partner Agreement.
• After January 31, 2020: Indirect Sellers who have not accepted the Microsoft Partner Agreement will have their CSP transactions blocked.
• From August 31, 2020: Indirect Sellers who have not Accepted Microsoft Partner Agreement will be off-boarded from the CSP Program.

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.

 ----------------------------------- 

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.

----------------------------------- 

Things to keep in mind:

1. MCuA should be accepted in the portal by end-customer;
2. MCuA can be accepted on behalf of the customer only when a customer has given his acceptance to do so;
3. If the agreement was accepted before April 1st, 2023, then you will be asked to sign a new one.

To see more information about the MCuA, click here.

Contents of the article

1. How to enable Google Workspace in your platform?

2. Create and manage customers

3. Purchasing Google Workspace

4. Managing Google Workspace Subscriptions

5. Transfer a customer's subscriptions to your reseller account

6. Set up Google Workspace for your organization
-------------------------------------------------------

1. How to enable Google Workspace in your platform?

Google Workspace offer rules are customized per partner; therefore it is on-boarded individually per partner.

In order for partner to enable a GWS offers on the platform partner needs to have valid Google Partner Console (Reseller Console) and Partner need to be aware of your relationships/agreement with Google.

If a partner have some old transactions then we advise to open a new console environment (preferably one per region) from which only transactions that are related to AppXite Platform will be visible.

To enable the GWS on your AppXite platform you need to create a new Project within your Partner Console and grant Service account access to AppXite.
Please follow instruction here https://cloud.google.com/iam/docs/service-accounts-create

Once that is done submit support request to AppXite support, with following details:

• which country
• Partner Hub
• relationships with Google: do you have any existing business ?
• if yes how many ~ resellers/customers ?

2. Create and manage customers

Note! When a customer updates account information in their Admin console, for example, changing their primary domain, the updates are not synchronized to your Partner Sales Console or AppXite platform.

You need to update the customer's account information in your AppXite Platform.
To stay up-to-date, remind customers to notify you when they change their domain name, administrator, or contact information.

1.1 Domain DNS record

Domain DNS record is a pre-requisite for GWS and should be purchased outside the platform prior registering new customer and completing purchase. Partners can use any 3rd party tool for that.

Upon new customer creation the domain will be automatically validated from the AppXite platform.

However, a newly-created customer will still follow a guided domain-verification process when they access the admin console (on admin.google.com ) for the first time.

• Accept the Terms of Service
• Verify ownership of the domain
• Set up DNS records

2.1 Customer and Cloud Identity creation

Every customer who wants to purchase Google Workspace, as prerequisite should have Google customer account and Google Cloud Identity.

Google customer account - general customer identity on Google side that subscriptions will be linked to. (Not only Google Workspace, but e.g. Google Cloud etc.)

Google Cloud Identity/Workspace Identity - Google Workspace specific identity that is linked with valid customer domain, and provides access to admin.google.com

3.1 How to Identify in Platform whether customer has Google customer account and Cloud Identity

Google customer account - field "Customer account" will display domain if account exists- screenshot below.

Google Cloud Identity - when selecting field “Action” is "Place order", then field Workspace Identity will return value of Identity if that exists for such customer:

Note! Upon activating a checkbox or performing any Action on a buy page you are always recommended to refresh the page. Example:

4.1 How to create new Customer account with Workspace/Cloud Identity in Platform.

New customer will not have value in "Customer account" field. In order to register customer, should select in field “Action” -> "Create customer account" and fill in all fields that are showed:



Once checkbox "Submit account registration" is selected, system will send request to create both Google customer account and Workspace/Cloud Identity. Refresh the page.

After page is refreshed Customer will see values in Customer account and Workspace Identity. Error message or blank value will be returned in case of failure.

If Customer will not refresh the page but attempts to send create request again, then in result field will see error message in case customer tenant was created – see error message bellow:

5.1 How to create Workspace identity for existing Customer account in Platform

If customer wants to use another domain than displayed in field "Customer account", then he should choose in field “Action” -> "Update domain". It will work only in case if customer does not have yet registered Cloud Identity.

If customer already has existing Google customer account, then should select field “Action” ->"Create Workspace Identity".

6.1 Acceptance of Workspace Identity

When Cloud Identity / Workspace Identity is created, email that was provided as Alternate email will receive following Mail from Google.
Please follow instructions from that e-mail in order to successfully proceed with the purchasing process.

3. Purchasing Google Workspace

IMPORTANT: Customer can only have one Google Workspace subscription!

If the customer wishes to change the SKU of their subscription, they must use upgrade/downgrade functionality.

Note! Customer and Cloud Identity is required before making any purchases.
How to do that please see previous step.

• Step 1. Selecting the desired offer sku

Under the Google Workspace product there are several offer skus available, some might be unique to the reseller:

Upon opening the buy page, the default action will be "Place order", if the field “Workspace Identity” returns the identity id, you are good to purchase:

• Step 2: Configuration of your purchase

Note! The "Plan Id" field is pre-filled and should not be changed by customer, in this field the offer id will be displayed, the id's depend on the country of the customer, term duration, billing cycle or any other external factor.

If the "Plan Id" field value is "none" that means the current selection is invalid for the specific customer, as an example there is no prerequisite subscription (if selected offer is add-on) or this customer already has Google Workspace entitlement associated with this account.

Please select license quantity, term duration and billing cycle:

PO Number or purchase order number field lets the customer specify a custom PO number they want to associate with this order, if left empty our system will use the order item id as PO number.
Please note that this PO cannot be updated later.

1.3 Subscription Activation

IMPORTANT: In order for subscription to be activated, Customers have to accept T&C on Google Console.

Notification is sent to alternate email.
Within 9 days admin have to login to console accept T&C and verify domain.

If you have already set up your account before ordering, after you order it may take some time and re-login to get this page prompted. This page can only be prompted on login. But after you accept the license terms, the subscription will finally be active.

If not verified, order is automatically failed. If order was placed for Annual Plan then even though customer did not accept T&C and verified domain, but Customer will be charged.

4. Managing Google Workspace Subscriptions

You can only provision from AppXite platform GWS products for a customer if they do not have an existing cloud identity or if you already resell for them.
You cannot provision GWS products if customer is buying directly from Google or from another reseller.

At first you have to transfer a customer's subscriptions to your reseller account.

If the customer has a cloud identity, you must transfer the customer and their entitlements.

Reminder! Customer can only have one Google Workspace subscription!

If the customer wishes to change the SKU of their subscription, they must use upgrade/downgrade functionality.

Several payment plans are available and supported in the AppXite platform:

• Annual/Monthly: Annual commitment with monthly payments
• Annual/Yearly: Annual commitment with yearly payment
• Flexible: Non-commitment plan with monthly payments
• Perpetual: One-time, non-recurring payment
• Free trial plan of 30-day’s is included in the offer SKU

1.4 Trials

Trial days can vary per partner, some might have 14 days, some 30 days.
However majority GWS Offers start with the free 30-day trial. Trial plan is included in the main offer and has the same Offer ID. Per default when purchasing autorenewal is set to “off.”

If a customer decides to upgrade to a paid subscription, the customer has to go to AppXite platform and change the subscription to paid plan.

Note! The subscription will be upgraded to the selected plan immediately; however billing will start only after the end of the trial period.

2.4 Change Quantity

To change quantity, select Edit subscription, change the number to what you desire and click Save Changes, check the KB on that: https://support.appxite.com/hc/en-us/articles/360011687919-How-to-change-the-Quantity-of-Subscription-licenses-

3.4 Upgrades and Downgrades

As it is not possible to purchase other subscription for the same account, customer can midterm upgrade and downgrade a GWS subscription.

Only Flexible plans can be upgraded or downgraded .

Below a subscription, you will see the possible upgrade and downgrade options, as an example below:



After selecting one of the options, you will be sent to this order page, and you will be able to configure your order.

If your cloud identity loads it means you are possible to proceed:

• Make sure to switch the option to Place order:
  
  

In the screenshot above you can see that by default the option field Term Duration “Trial” , it is not possible upgrade to trial, please select other option.

If you are upgrading while still in trial period, it will continue under the new subscription SKU.
As an example bellow for Flexible:



a) This will let you Upgrade/Downgrade to your desired offer.
b) You can also specify a new PO number in this step (Please note it is not possible to update Po for this subscription after order is provisioned).

Note! Upgrades/downgrades start a new subscription and terminate the previous one. For Annual plans, a new commitment starts when you make a change.

Upgrade & downgrade matrix for Google Workspace SKUs below. This matrix sums up acceptable upgrade and downgrade paths within GWS:



For more information about upgrades/downgrades and cancellation terms possibilities read here.
Pay attention to the specifications that are available for a distributor/reseller and customer level.

4.4 Suspension/Reactivation

Before suspending any GWS subscription all add-on offers must be cancelled that are associated GWS subscription (Google Vault or Google Drive).

Only Flexible plans can be suspended.
Annual plans cannot be cancelled. For annual plans renewal can be switched On or Off.



Note that you have 60 days to re-activate your subscription.
If customer has reactivated his trial, it cannot be renewed/purchased again for this customer account.

5.4 Renewals

Renewal on/off and Suspension/Reactivation Both are active in the platform since each plan inside the offer has its own rules.

If inapplicable action is selected the order will fail.

Note! There is a slight latency in Renewal/Expiration time zones: AppXite Platform performs Autorenewal early after midnight (what date starts) while on the Google side Renewal/Expiration happens ~ at the time of purchase. The status of your subscriptions will be different from platform and console for a couple of hours.

You are only allowed to toggle renewal for term duration: 1 year:


Trial plans will provision with this option “Off” to enable it, please switch to a different plan:

6.4 Change Plan after trial

You can select term duration option to change the offer plan. Viable options:

Flexible (if changing from trial), Annual (if changing from trial or flexible).

Reminder! It is only possible to initially buy a trial, switching back to trial is not supported by Google.
After selecting term duration, please wait for Offer Id field to load a new offer Id:

5. Transfer a customer's subscriptions to your reseller account

All customer GWS subscriptions must be handled by one reseller.
Customer cannot transfer some of the subscriptions, however there are few exceptions.
A customer can choose to keep Google Voice or Chrome subscriptions with Google and transfer other subscriptions.

For example, a customer cannot transfer only some of their Google Workspace subscriptions or only their Google Workspace Additional Storage licenses, but they can choose not to transfer their Google Voice or Chrome Enterprise Upgrade subscription.

You cannot transfer customers who have Google Workspace for Nonprofits or the G Suite legacy free edition.

They can upgrade to a paid edition of Google Workspace, and then transfer their account to your reseller management.

It is strongly advised not to update the existing subscriptions during the transfer period.

Note! If the customer has multiple Google Workspace or G Suite editions, they need to contact their Google Sales representative or Google Support to perform the transfer.

To transfer the subscription to a new reseller, the partner have to generate the transfer token based on the Reseller Public Identifier (account ID).

Here are the instructions for the customer - https://support.google.com/a/answer/7643791

Here are the instructions for the reseller/partner - https://support.google.com/channelservices/answer/9547629#

Pre-Migration Requirements:

Before initiating the migration with AppXite, it is essential to:

1. Ensure that the transfer token was approved, and you see in Google Console customer subscriptions.
2. Ensure that the reseller is onboarded and that a contract between Google and the  Distributor for that reseller is established. For more information read Onboarding Contracts for Sellers. 
3. Provide the Correlation ID, which maps the Google console to the correct AppXite reseller platform.
4. Submit a support ticket to AppXite with the following details and requesting for synchronizing a subscriptions :

• Distributor Country
• Distributor Platform URL
• Reseller name and URL
• End-customer name

Please note that transfer is a manual process and prior migration reach out to AppXite support and inform about the potential transfer.

6. Set up Google Workspace for your organization

After GWS subscription is successfully provisioned you can follow these instructions to set it up: https://support.google.com/a/answer/6365252