Release Notes 192

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

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