Backend Version: 3.1.0.47

PV Core Solution: 3.1.0.42

Enhancements

• Support for Avalara Tax connector has been added.
• Enhanced error messages on billing related entities.
• Customer provisioning UI: The agreement process is now decoupled from the customer creation process
• In product explorer updated the provider account record to include the provider reference to prevent incorrect selection.

Bug Fixes

• Fixed an issue of transitioned subscriptions setting auto renew being set incorrectly.
• Fixed an issue preventing SKU from populating on Azure export file.
• Added a provider account field for agreements.
• Fixed an issue with decimal precision greater than 2.
• Fixed and issue where creation of LCL with an effective DateTime before the Subscription start date was possible

Backend Version: 3.1.0.23

PV Core Solution: 3.1.0.23

Enhancements

• Billing enhancement
  • Cost should reflect effective unit price (Microsoft cost) regardless of retail pricing strategy.
  • Changing markup settings update cost without requiring manual deletion and re-ingestion.
  • When creating an Azure subscription fields will be auto populated based on Azure plan

Bug Fixes

• Fixed an issue when an invoice is generated the CRM was not populating the Total amount and Balance immediately.
• Fixed an issue causing issue with co-term dates.
• Fixed an issue where when multiple one-time products were ordered in the same transaction caused an error on the subscription.
• Fixed an issue causing incorrect product price being associated with subscription.
• Fixed an issue where one-time products and 3-year products were not syncing into Work 365 from Pax8 due to unlisted naming conventions from Pax8.

Backend Version: 3.1.0.18

PV Core Solution: 3.1.0.19

Enhancements

• We have aligned our Agreements in Work365 with the changes that Microsoft has implemented. Partners are now able to use the W365 UI to generate an Attestation link to send to the customer to complete the Attestation Process.
• Provider invoice import has been moved to a stand alone page called "Import Azure Data"
  • The UI has been updated. Functionality remains the same.
• Invoices will display the billing schedule that the invoice was generated for as date field.
• You now have the ability to allow customers using the portal to have their subscriptions fully provision without having to manually approve the purchase.
• Purchase type field added.
• Added the ability to Cascade Delete subscriptions.
  • If a user has the Work365 Admin role deleting a subscription that has associated items is now possible.
• ConnectWise connector setting added to prevent Syncing certain fields.
• Billing schedule views have been updated to show Pending, Errored/Missed and Invoiced.
  • Generating Bulk invoices from the Billing schedules page has been updated for better usability.
  • For invoiced Billing schedules 2 new fields have been added.
    • Total Amount
    • Resulting Invoice
• Ingram Integration enhancements
  • Ability to Create a new customer from Work 365.
  • Support for AvePoint and Adobe subscriptions has been added by adding Vendor ID fields in Provider accounts.

Bug Fixes

• Added commitment end dates on all subscription forms.
• Fixed an issue which prevented a scheduled report from generating due to a cast error.
• Fixed an issue which allowed inactive provider accounts to be auto mapped to subscriptions.
• Fixed an issue which prevented a product creation if the Name or Description were too long.
• Fixed an issue where Co-term dates were not displaying in the product explorer.
• Fixed an issue with Authorize.Net not able to save payment method when using the "Pay Now" Link in the invoice.

Backend: 3.0.0.110

CRM: 3.0.0.161

Bug Fixes

• Fixed an issue when a new QBO connector values were not saving properly.
• Fixed an issue where Pax8 Documentation was not aligned with actual API functionality.
• Fixed an issue when creating a scheduled report with a date time column is causing a specified cast is not valid Error.
• Adjusted the markup logic when creating a manual Usage based subscription.
• Ordering from the product explorer adds purchase type.
• PV portal Azure Export File is returning no data.
• Fixed an issue where markup Not being applied after manual invoice import.
• Fixed an issue with Product Explorer Issue with custom term end dates (Co-term)
• Fixed an issue with Provider invoice import Culture

Backend Version: 3.0.0.100

CRM Version: 3.0.0.161

Bug Fixes:

• ConnectWise: Updated invoice logic to display a clearer error message when agreement additions are removed.
• Fixed a bug where Business central was passing a discount value and Work 365 treated it as a percentage.
• Fixed an issue where Azure invoices were not using advanced options.
• Fixed a bug that was including inactive invoices in the Reconciliation Report.
• Fixed issue where ConnectWise one-time items were missing subscription references.
• Corrected line descriptions for changelog items in invoices.
• Fixed an issue that was not automatically adding a description to a tax breakup.

Backend Version: 3.0.0.94

PV Core Solution: 3.0.0.161

Enhancements

• Portal Provisioning for New Subscriptions. Portal customers will now be able to successfully provision new services purchased on the portal.
  • Please Reach out to Support if you are interested in enabling this feature.

Bug Fixes

• Fixed an issue where Business Central discount amount calculation when brought into W365 was treating the value as a percent.
• Fixed an issue where changes could not be made through Work 365 for Pax8 customers.
• Fixed an issue when searching for a provider account on a subscription due to a script error.
• Resolved issue where pricing strategy was not being populated on the subscription automatically.
• Fixed an issue which was causing a maximum of 5000 customer accounts to be displayed in the dropdown list.

Backend Version: 3.0.0.94 PV Core Solution 3.0.0.157

Enhancements

• Enhanced our "Mark as Paid" feature in the invoice.

  • The button now allows you to create partial or complete transactions against the invoice which will update the invoice balance.
  • Unlocked the payment paid status on the payment transaction.

• Added the ability to Import invoices for Do Nothing or Manual Providers.

• Get Tenant specific pricing while creating subscription from Product Explorer for Ingram providers.

• Added a field in the invoice template to use friendly name on the invoice.

• Minor enhancements to the Reconciliation page

Bug Fixes

• Fixed an issue where adding new products from product explorer does not add all billing frequency / terms.
• Fixed an issue where Default Tax field was not visible.
• Fixed an issue where having more than 5000 customer accounts prevented searching for some customers on the product explorer.
• Fixed an issue where Billing offset before/after switch kept flipping back.
• Fixed an issue where Billing Contract Bulk Update function is updating the Bill Every field to P1M by default.
• Fixed an issue where Billing Contract Bulk Edit screen is updating the Billing Offset field with default values.
• Fixed an issue on the portal where Azure plan graph was not showing rollup of usage.

Backend Version: 3.0.0.88

PV Core Solution: 3.0.0.141

Bug Fixes

• Fixed a bug where one time products should were visible when creating subscription
• Fixed a bug causing Invoice generation error due to truncation error
• Fixed a bug where customers were unable to make changes through Work 365 for Pax 8
• Fixed a bug to set RI commitment end dates correctly to end of day
• Fixed a bug where QBO Sync timed out if process was longer than 1 hour
• Fixed a bug where Incorrect Message when deleting a Reconciliation report
• Fixed a bug where Pricing Strategies that are marked as draft are getting picked up
• Fixed a bug where the selector for Billing offset was reverting to "after" when leaving the window and reopening it

Backend Version 2.0.0.94
PV Core Solution (No Change)

Enhancements

• Created a Usage file Mapping Process to simplify the import process.

Bug Fixes

• Fixed a bug when Subscriptions that fail to get market or segment gets marked as "missing".
• Fixed an Error when syncing invoices to QBO on PV 2.0.

Backend version 2.0.0.91

CRM: 2.0.0.23 (No changes)

Bug Fixes

• Fixed an issue where Product Explorer was not working.