November

Autotask Enhancement: Configurable Automatic Product Naming

What’s New

Partners can now configure how PSA services are named when they are automatically created in Autotask.

Overview

Previously, C3 used a fixed naming convention based on the Internal Plan Product ID when creating PSA services in Autotask. This has now been enhanced with a configurable naming format, giving partners full control over how service names are generated.

How It Works

A new configuration setting, CustomAutotaskServiceName, allows partners to define their own naming format for PSA services created from C3 products.

Example Format

PR-$PlanProductName$_$CategoryName$_$BillingCycleName$

Product Details in C3

Post validation

Based on this configuration, PSA services are automatically created with the specified pattern and made available in both Autotask and C3 for mapping.

Impact

• Flexible naming control for PSA service creation
• Improved consistency with partner naming standards
• Simpler service mapping between C3 and Autotask

Billing Cycle Color Differentiation

We’ve improved the visual clarity of the Billing section by introducing distinct colors for each billing cycle, making it easier to identify subscription types at a glance.

What’s New

Each billing cycle now has a unique color for quick recognition:

• Monthly – Yellow
• Annual – Green
• Triennial – Black
• One-time – Violet
  

Why It Matters

• Faster identification of billing cycles
• Reduced confusion during billing review and reconciliation
• Improved readability and overall user experience

POR API Enforcement for CSP Transactions

Microsoft now enforces Partner-of-Record (POR) validation for all new and modified CSP transactions through the POR Validation API. To comply with this requirement, the Microsoft POR Validation API has been integrated into C3 for original resellers on select workflows.

What’s New

POR validation will now be enforced when the configuration HasSupportsResellersWithMPNID is enabled for a reseller. Validation errors will appear if the reseller’s MPN ID is invalid during the following actions:

• Reseller linking
• Single / multiple reseller customer onboarding
• Single / multiple reseller customer linking
• Purchase of Microsoft subscriptions
• Product management (add/remove quantity, suspend, etc.)
• Upgrades
• Scheduled renewals
• Scheduled orders
• Quotes
• Public signup

New Report Download Option

A new Download POR Details button is now available on the Resellers screen to export validation information for indirect resellers, including:

• Reseller Name
• Reseller C3 ID
• MPN ID (PLA ID)
• Validity Status
• Error Code
• Error Description
  

Why It Matters

This enhancement ensures compliance with Microsoft’s POR enforcement policy, prevents invalid reseller transactions, and improves visibility into reseller validation status.

New API – Get Customer’s Active Subscriptions

Expanded Subscription Visibility for Partners and Resellers
We’ve introduced new API capabilities to retrieve customer active subscription details with enhanced support for partner and reseller relationships. This update allows partners to access not only direct customer subscriptions but also subscriptions for reseller-managed customers.

What’s New

• New APIs to retrieve active subscriptions for customers.

• Added a new configuration shouldShowResellerCustomers=true to include reseller customer subscriptions in partner responses.

Key Endpoints

• Retrieve All Customers (Partner Only)

  {{apiUrl}}/api/purchasedproduct/customer
  

• Retrieve Partner + Reseller Customers

  {{apiUrl}}/api/purchasedproduct/customer?shouldShowResellerCustomers=true
  

• Retrieve Specific Customer

  {{apiUrl}}/api/purchasedproduct/customer/<customerC3Id>
  

• Retrieve All Customers of a Specific Reseller

  {{apiUrl}}/api/purchasedproduct/customer?shouldShowResellerCustomers=true&resellerC3Id=<resellerC3Id>
  

• Retrieve Specific Customer Under a Reseller

  {{apiUrl}}/api/purchasedproduct/customer/<customerC3Id>?shouldShowResellerCustomers=true&resellerC3Id=<resellerC3Id>
  

Impact

• Improved Visibility: Partners can now view reseller-managed subscriptions through APIs.
• Better Integration: Enables unified subscription retrieval across partner and reseller models.
• Operational Efficiency: Reduces dependency on UI for subscription reporting and automation.

Product Management API Enhancement

Track Quantity Updates Made via API
We’ve enhanced the Product Management API to improve traceability of quantity changes made through API calls.

What’s New

• Quantity updates made via API are now persisted in the system instead of being processed only at runtime.

• All quantity change actions are now saved with full detail, enabling better tracking and auditability.

• This ensures API-driven updates are consistent with UI-based changes.

Available APIs

• Retrieve License-Based Products
  (Bundles and license-supported subscriptions are excluded)

  {{apiUrl}}/api/LicenseBasedProducts
  

• Update Product Quantity

  {{apiUrl}}/api/purchasedproduct/seats
  

  {
    "ProductID": "4C6B0BDF-0D71-4300-9F29-0D5A56ED0AF0",
    "Seats": "1"
  }
  
  

New API – Retrieve Terms & Conditions Consent Logs

We’ve introduced a new API in C3 to allow partners and administrators to retrieve Terms & Conditions (T&C) consent logs for users. This enhancement helps track when and by whom agreements were accepted, improving visibility and compliance management.

What’s New

• A new API endpoint is now available to retrieve T&C acceptance history for C3 users.

• Enables programmatic access to agreement history for audit and verification purposes.

{{apiBaseUrl}}/api/termsAndConditions/TermsAndConditionsAcceptanceLog