Version 7.5. Release date 12 September 2023

New features and enhancements:

Extended integration with Microsoft services

The support for reducing the number of Microsoft NCE subscription licenses after purchase and renewal has been improved. Now, the platform checks on the Microsoft side the availability of the operation and the minimum number of licenses that must remain in the subscription. Previously, the availability of resource reduction was determined by the internal logic of the platform, due to which, in some cases, clients' actions could be limited. (CR-1806, CR-2253)
When updating Microsoft plans, plan names are now updated, and both the recommended price (ERP) and net cost from a Microsoft price list are now automatically processed and stored. The support of the recommended (ERP) prices in plans was added earlier. Also, all Microsoft NCE plans, not just trial plans as before, are now created with the auto-renewal option turned off. (CR-2143, CR-2148, CR-2195)
The user list retrieval process has been improved when ordering a Microsoft Azure Plan subscription for an existing tenant in the Microsoft network. (CR-2293, SAP-19841)

Simplified work with Reseller PIN for Kaspersky service

The integration with the Kaspersky service has been improved so that the Partner Identification Number (PIN) can be specified only once — for the reseller who receives the Kaspersky product from the Vendor Portal. To do this, an additional reseller attribute with a special key in the platform core is used. To pass the values of such attributes to the vendor side, the subscription management API methods for services integrated with the platform via the Vendor Portal have also been improved. Previously, the Kaspersky Reseller PIN had to be specified in each copy of the delegated product settings, which could be inconvenient. (CR-2070)

Added ability to transfer subscriptions to individual prices

In the Operator Control Panel, managers can now transfer to individual prices subscriptions ordered at the plan prices. After specifying new prices, the standard setting for choosing renewal prices also becomes available. By default, the subscription will use the option inherited from the service term of a plan. Previously, a subscription transfer to individual prices was available only through contacting technical support. (CR-2078)

Added ability to set the retail price, taking into account the recommended price (ERP)

Previously, the retail price was calculated using automatic markup only applied to the net cost of a plan. A manager can now choose how the markup will be applied — to the net cost or the recommended price. The choice has become available for the markup of existing plans and the default markup for new plans. Also, the accuracy of automatic markup values has been increased from 2 to 4 decimal places. (CR-2141)

Implemented displaying information about consumption peaks for pay-as-you-go subscriptions

If the platform detects a significant consumption spike for a pay-as-you-go subscription, information about it is displayed in the Customer Control Panel on the new "Monitoring" tab of a subscription details page and in the "Analytics" section in the "detected anomalies" table and the Daily cost structure chart. The detection algorithm and notifications for the account's owner were implemented earlier. (CR-2074)

Implemented data autofilling with an organization catalog when creating an account

To reduce the number of manual errors and speed up the account creation procedure, a reseller can connect the DaData service to the Customer Control Panel. It provides an organization search and automatic entering of their details. When creating an account, a customer enters the name of their company or its details, and the platform shows the matches from the catalog. The customer chooses the suitable option, and the platform fills the fields with the correct data. (CR-844, CR-2077)

Improved user experience in the platform

In the Customer Control Panel:

The displaying of account information has been improved. The composition, display order, and grouping of the main and custom account attributes are determined by the reseller's customization settings implemented earlier. The support of localized tooltips and attribute group names has been added. The changes affect a screen form for ordering a subscription with a new account and the account information page. Also, when ordering a subscription, the display of the account ID has been added to the step of selecting an account. (CR-1887)
A user can now view a closing document without downloading it. (CR-2152)
Downloadable reports about subscriptions, payments, orders, and transactions have been added. (CR-2187)
The user experience has been improved when working with the "Subscriptions and payments" widget on the main page and information about unpaid payments in the subscription card. (CR-2109)
When inviting a user, the "Admin" access level is used by default. (CR-1963)
The handling of situations when the resource consumption storage may be unavailable has been improved. (CR-2107, CR-2118)
The color of a subscription card header is now defined by the subscription status rather than the product category. (CR-2177, CR-2179)
When collecting analytics, the ability to exclude managers' visits to the Customer Control Panel has been added. (CR-2297)
The account selection algorithm has been improved when a user navigates from the Customer Store's Storefront. (CR-2348, SAP-20233)
On the "Orders" tab of a subscription, search by order number, filters by order status and creation date, and downloadable XLSX reports have been added. (AB-37352, AB-37353)

In the Operator Control Panel, the ability to set a custom payment due date has been added for manual approval of a postpaid invoice with external management. (CR-1789)

In the Reseller Store, the support of new subscription statuses has been added. They are associated with the plan switching as part of a separate provisioning process implemented earlier. (CR-2065)

General improvements:

Logging of the terms and conditions and privacy policy acceptance by customers has been improved. (CR-2214)
When a customer's user is deactivated and activated, the event log stores the name of the manager or user who performed the action. (CR-2194, SAP-19205)
Working with user interface translations in Localise has been improved. (CR-1935)
The "Brief description" and "Priority" attributes have been added to to product entities. They will be used in future versions of the platform. (CR-1974, CR-2215)
For services integrated via Vendor Portal, the support of validation of new resource quantity on the VSP plugin level has been implemented for orders of different types. (CR-2069)
For the "Spending budget for a period is approaching" event handler, the support of displaying the spending budget period and the notification threshold has been added. (CR-2083)
For the "Manual operation" event handler associated with stopping a subscription, the support of displaying the current debt and credit limit of a subscription has been added. (CR-2166)
The platform security has been improved with stricter password requirements. All current manager and customer user passwords have been forced to reset to comply with the new requirements. (CR-1639)
Various technical improvements have been implemented. (CR-2334, CR-2335, AB-35415, AB-37648)

Extended API

An existing API v3 method for creating a change order has been improved to support the new logic of the validation on the Microsoft side. (CR-1806)

To existing API v3 methods for getting information about invoices, the "approved" attribute and the ability to filter by the presence of charges have been added. (CR-1946)

To existing API v3 methods for approving a postpaid invoice with external management, the ability to set a custom payment due date has been added. (CR-1789)

To existing API v3 methods for getting information about products, the "Brief description" and "Priority" attributes have been added, as well as the ability to sort the list of products by priority. (CR-1974, CR-2215)

New methods of the internal API have been implemented, and several existing ones have been improved. (CR-844, CR-1806, CR-1974, CR-2105, CR-2118, CR-2177, CR-2215, CR-2273, CR-2348, AB-37447, AB-37570)

Fixed issues

The following issues have been fixed: AB-37310 (SAP-20088), AB-37496 (SAP-20232), AB-37593 (SAP-20336).