Release Notes 200

Transfer Organization

The new Transfer Organization feature enables Distributor Admins to transfer organizations to sellers within the same distributor network, supported by robust validation to ensure billing integrity and continuity of subscriptions. Through the modern organization grid, admins can select tenants, choose a destination seller, and run a pre-transfer validation that confirms all criteria are met.

Learn more: Transfer Organization, How to move Microsoft subscriptions between seller portals of a distributor
Validate Customer transfer API, Transfer Customer API

Partial Payments

The Invoices section now offers expanded capabilities for tracking Partial Payments and improving billing oversight. New sortable columns show Paid Amount, Amount Due (calculated from Total minus Paid), and Payment Status with color-coded indicators such as Not Ready, Due, Overdue, Paid, Partially Paid, and custom statuses. The enhanced Collect Payment option in the Payment column allows you to process full or partial amounts directly for eligible invoices, supporting flexible scenarios like installments or card limit constraints, with automatic status updates when payments are completed.

Learn more: Navigating the Invoices, Payments on the Platform

Product Catalog Management – Fixed Save Button and Filter Panel

The Product Catalog Management interface has been improved to keep key controls visible while scrolling. Previously, the Save and Cancel buttons, along with the Catalog and Vendors filters, would scroll out of view when managing a catalog—making it easy to overlook saving changes after editing. These elements have now been moved to a fixed, immobile pane positioned above the product list, ensuring they remain accessible at all times. This update applies to both Partner Catalog and Customer Catalog views, streamlining catalog management and reducing the risk of unsaved changes.

Learn more: How to remove products from Catalog

Update User Profile API – Support for ExternalId Updates

The Update User Profile API endpoint now supports updating a user’s ExternalId, addressing scenarios where a user is removed from the platform and later readded, causing their Auth0 user to be recreated with a new ExternalId. Previously, this mismatch prevented the user from logging in, as their AppXite account still referenced the old ExternalId. With this update, the ExternalId in the platform can be updated to match the new Auth0 record, ensuring seamless restoration of user access. 

Full API documentation is available in the Developer Portal.

Currency Selection in Subscription Report

The Subscription Report now includes a Currency Selection option, enabling users to view subscription prices in their preferred currency (EUR, USD, or the default Invoice Currency). This improvement addresses challenges faced in environments with customers using multiple currencies, eliminating the need for manual conversions. All numerical price fields—including “Prices on Start” and “Prices Today” columns—are automatically converted based on platform default exchange rates when a different currency is selected. 

Learn more: Subscription Report

NCE Price List Report – Expanded Offer Visibility and EOS Support

The NCE Price List Report has been updated to display all offers available to the seller, including those not listed in the catalog, as long as they are not explicitly hidden and have an active status. Specifically, this change is aimed at improving visibility of End of Sale (EOS) offers, which were previously excluded from the report. Although EOS offers are not technically active from the platform's perspective, they remain relevant due to their associated pricing and are now included—unless explicitly hidden. 

Learn more: NCE Price list report

Provisioned Date in Purchase Order Report for Migrated Adobe Orders

An issue was resolved where the Provisioned Date was not shown in the Purchase Order Report for certain Adobe orders, particularly in cases where subscriptions were migrated and synchronized under reseller portals. This occurred for orders such as license increases placed on the same day as the migration, where the related customer data was no longer accessible via Adobe APIs. The report now correctly retrieves and displays the Provisioned Date from our database for these scenarios, ensuring accurate and complete order information.

Learn more: Purchase Order Report