Release Notes 215

Extended Service Term (EST) Status Visibility for Microsoft NCE Subscriptions in Reports

Reports now include an additional filter allowing users to identify Microsoft NCE subscriptions configured to renew into Extended Service Term (EST). With Microsoft introducing new auto-renewal statuses, this enhancement helps partners quickly determine which subscriptions will renew normally, renew into EST, or be canceled. By providing clear visibility into EST-enabled subscriptions, partners can proactively review upcoming renewals and take action before renewal deadlines, helping avoid unexpected renewals and improving subscription management and planning.

Learn more: Microsoft Extended Service Terms for NCE Subscriptions, Subscription Report

Extended Order Pending Approval Webhook with SoldTo Organization Details

The Order Pending Approval webhook has been extended with additional SoldTo organization details to improve downstream integrations and order context visibility. The webhook payload now includes two new fields within TemplateData: SoldToPortalURL and SoldToOrganizationId. These additions enable webhook consumers to easily identify the organization placing the order and directly access the relevant portal when applicable. This improvement simplifies integration workflows, allowing systems to quickly retrieve additional information about the involved organizations or the order itself, particularly in multi-tier distribution scenarios.

Learn more: Order Pending Approval notification
Webhooks: Order Pending Approval webhook

Ability to Copy Order Error Messages

Users can now copy order error messages directly from the Orders page. Previously, error details were only visible on hover and could not be copied, making it difficult to share links or technical information included in the message. With this improvement, users can easily select and copy error messages for troubleshooting, support requests, or internal communication, simplifying issue resolution for failed or problematic orders.

Learn more: How to place an Order?

Seller Grid & Form Improvements

The Seller Grid has been enhanced to improve auditability, usability, and seller management efficiency. The grid now displays Created By and Approved By users, adds Export to Excel functionality, and includes new columns for primary contact, phone, email, and address. Additional improvements, such as selectable items per page, clickable organization names for faster navigation, and a consistently visible Actions column, make managing large seller networks easier and more efficient.

Learn more: How to create a Seller?, Manage the list of Sellers

Credit Risk and Receivable Amount Calculation Without NCE Microsoft Promotions Fix