Release Notes 26.7.1
What’s New
Lenovo Vendor Deal Search Enhancements
We've enhanced the Vendor Deals experience in Xvantage, making it easier to find the correct Lenovo agreement before creating a quote.
Search using multiple deal identifiers – You can now search Lenovo vendor deals using a Master Contract Number (MCN), Contract Number (Deal ID), or BR Number, depending on the information available.
Improved agreement navigation – Searching by MCN displays the master agreement and its associated contracts, while searching by Contract Number or BR Number takes you directly to the matching vendor deal.
Faster access to vendor deal details – You can quickly open the appropriate vendor deal and continue creating your quote using the correct Lenovo agreement.
Order Status & Tracking (OST) — Reporting Enhancements
We’ve introduced enhancements to the reporting experience within Order Status & Tracking (OST), delivering a more flexible and self-service approach to order and shipment reporting directly within Xvantage.
New report creation experience – From the Orders > Reports > New report screen, you can now create reports using new pre-built report templates such as Open orders report and the new Last day shipment report.
Customizable report configuration – The new Customize report experience allows you to select the exact fields you want included in your report across categories such as General, Tracking details, Invoice details, Technology solution, Cloud solution, and Address details for more tailored reporting.
Interactive report preview – While configuring reports, you can preview sample report data directly on screen before generating the final export, helping validate layout and selected fields in advance.
Flexible export and scheduling options – From the Run report modal, you can generate reports in CSV or Excel format, send reports to multiple recipients, and schedule recurring report delivery to automate operational reporting workflows.
Integrations Hub — Expanded Integration Management & Self-Service Enhancements
We've expanded the Integrations Hub with new integration capabilities and self-service management tools, making it easier to connect and manage your business applications and integrations directly within Xvantage.
New ConnectWise Manage App: ConnectWise Manage can now connect directly with Xvantage, enabling automatic synchronization of orders, order status, and invoice information between both platforms.
Autotask PSA management: Autotask PSA integration is now available directly within the Integrations Hub, allowing you to configure customer, product, subscription, and fee mappings, as well as monitor and manage synchronization activities.
Self-service MCP Server onboarding: Set up and manage the MCP Server through a guided onboarding experience with secure credential management and centralized administration.
Enhanced Help & Support Navigation in Xvantage
We've redesigned the Help & Support experience in Xvantage, making support resources easier to discover through dedicated navigation and a simplified help experience.
Dedicated Help & Support navigation: “Help and support” is now available as its own navigation item at the bottom of the left navigation, making help resources and self-service content easier to access.
Dedicated Contact us navigation: “Contact us” is now available as its own navigation item at the bottom of the left navigation, giving you quicker access to contact information and support options.
Consolidated help experience: The redesigned “Xvantage Help” page now brings together Release notes, Tour guides, and Get support in a single location. You can search for help content, browse learning resources, and submit support requests without navigating through multiple menus.
☁️Cloud Subscriptions
AI-Guided Subscription Search
We've introduced AI-guided subscription search in Xvantage for Microsoft cloud subscriptions, giving you a more intuitive way to discover cloud subscription products. The new experience uses AI to better understand search intent and intelligently organize results, helping you navigate large subscription catalogs more efficiently.
AI-powered search guidance – Search results are intelligently organized based on customer intent, making it easier to discover relevant subscription offerings.
Dynamic filtering experience – Subscription results are automatically grouped across key attributes such as product family, offering, market segment, plan, and term to simplify product exploration.
Improved subscription discovery – You can more quickly refine results and navigate available subscription options through a more guided search experience.
