Release Notes 26.6.1
What’s New
Order Status & Tracking (OST) — Reporting Enhancements
We've enhanced the reporting experience in Xvantage, giving you more flexibility to create, customize, and automate operational reports directly from the Orders and Reports area.
New report creation experience – Create reports using predefined datasets such as Open Orders and Last Day Shipment reports, making it easier to access relevant order and shipment information
Customizable report configuration – Select the fields you want included in your reports across categories such as General, Tracking Details, Invoice Details, Technology Solution, Cloud Solution, and Address Details
Interactive report preview – Preview sample report data before generating the final report, helping validate selected fields and report layouts
Flexible export and scheduling options – Generate reports in CSV or Excel format, send them to multiple recipients, and schedule recurring report delivery to automate reporting workflows
These enhancements make it easier to access, customize, and share the order and shipment information most relevant to your business.
MCP Order Tracking Enhancements — Unified TS & Cloud Order Visibility
We've enhanced order tracking capabilities available through Ingram Micro's MCP servers, making it easier for you to access Xvantage order information through AI assistants, automation tools, and integrations.
Unified order visibility – Retrieve both Technology Solutions and Cloud order information, including subscription changes, renewals, cancellations, billing updates, and provisioning activity
Improved tracking details – Access clearer order statuses, provisioning updates, shipment information, estimated delivery dates, invoice references, and carrier tracking details where available
Enhanced order search – Find orders using quote numbers, deal IDs, confirmation numbers, customer PO numbers, and other related identifiers
Expanded order context – View additional information such as who placed the order, Cloud sub-order details, shipment activity, and invoice references
These enhancements provide richer order visibility and make it easier to access order, shipment, invoice, and subscription information through AI-powered and automated workflows.
ConnectWise — Integration Management Enhancements
We've introduced new ConnectWise integration enhancements in the Integrations Hub, providing improved customer import, mapping, and data alignment capabilities directly within the Integrations Hub.
Customer import experience – Search, review, and import ConnectWise customer records directly from Xvantage, including support for bulk import actions
Enhanced customer setup experience – Structured account information and administrative contact forms help simplify customer onboarding and validation
File-based mapping support – Download XLSX templates, populate mappings for customers, subscriptions, and products, and upload completed files directly into Xvantage
Improved mapping visibility – Gain better visibility into mapping status and alignment between Xvantage and ConnectWise PSA data, making discrepancies easier to identify and resolve
Bulk product mapping – Map multiple products to agreements through a single file upload process, reducing manual effort and improving setup efficiency
These enhancements simplify ConnectWise integration management and help improve data accuracy, visibility, and onboarding efficiency.
