u/AUPete

I have just submitted this feature request as I believe these are current limitations, and Halo has advised I should submit a feature request (Pax8 Integration improvements)

We are currently moving a number of our subscriptions to Pax8 and while the integration is workable, there are a couple of additions that we feel are critical to being able to deliver accurate subscription billing.

Customisation of product mapping defaults

• Currently when the integration maps a new product on an RI to the subscription it applies the default options. Our requirements case (which I would think would be 90% of MSP's is to enable the options to automatically update the RI item cost and price, without this we will need to implement a pricing increase process based on when the customer 365 subscriptions renews;
  • Update Invoice unit price when the linked subscription price changes
  • Update Invoice unit cost when the linked subscription cost changes

Having a mapping table between Pax8 Categories or Sub Categories

• Similar to the Datto Commerce Integration
• Basic Level : GL Mapping: Being able to map the Pax8 Category or Sub Category to the Halo Product Group. Allowing subscription products to report to different income and expense GL's (eg Azure, M365 Subscriptions, Backup Subscriptions, Security Subscriptions)
• Advanced Level: In addition to product group defining the subscription to RI product mapping. Allowing Pro Rata setting to be defined based on product group. (Eg Exclaimer you pay the full month, while 365 is Pro Rata from purchase date)

At this stage we are reverting to the following process to achieve the above requirements

• Subscript/Product Mapping Defaults
  • Scheduled API to set RI Item subscription mappings for pax8 products: Update unit price and cost price
  • RISK: Clunky work around, Scheduled process stops running for whatever reason.
• Product GL Mapping
  • Option 1: Consolidating all subscriptions to 1 GL (Senior management not in support)
  • Option 2: Manual process in procurement step to update generated product when new product procured
  • Option 3: Disable the Pax8 integration and manually map all products and subscriptions
• Product Pro Rata Mapping
  • Option 1: Manual process in procurement step to update RI when new products are purchased for a customer
  • Option 2: Disable the Pax8 integration and manually map all products and subscriptions