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Release 10.8.3

June 26th, 2025

This update enhances share plan management by expanding the level of detail and configurability available across account and participation APIs. Additional fields have been introduced to provide greater visibility into share plan attributes, including plan type, associated services, usage frequency, billing activity, and price book information. Support has also been added for product code associations within share plan participation, along with a new owner-level setting to enable share plan product code customization.

To complement these enhancements, new APIs have been introduced to manage product codes and add-ons within share plans. These endpoints allow for assigning, updating, retrieving, and removing product codes, as well as identifying available and attached product codes for a given share plan. Together, these changes improve flexibility in how share plans are configured, tracked, and aligned with product and billing structures.

Updated APIs

  • v10/Account/SharePlan (Get): Added to AccountSharePlanDTO
    • int SharePlanTypeId ( get; set; )
    • string SharePlanTypeName ( get; set; )
    • int SellingServiceId ( get; set; )
    • string SellingServiceName ( get; set; )
    • int SharePlanUsageFrequency ( get; set; )
    • int SharePlanUsageFrequencyTypeId ( get; set; )
    • string SharePlanUsageFrequencyTypeName ( get; set; )
    • DateTime LastBilled ( get; set; )
    • DateTime LastUsageBilled ( get; set; )
    • int PriceBookId ( get; set; )
    • string PriceBookName ( get; set; )
  • Owner (Get, Post, Patch): Added to OwnerDTO
    • bool AccountSharePlanProductCodeCustomizationIsActive ( get; set; )
  • Account/SharePlan/Participation (Get): Added to AccountSharePlanParticipationDTO
    • int AccountProductCodeId ( get; set; )
    • string AccountProductCodeName ( get; set; )
  • Account/SharePlan/[id]/Detail (Get, Post, Patch, Delete): Added to AccountSharePlanParticipationDTO
    • int AccountProductCodeId ( get; set; )
    • string AccountProductCodeName ( get; set; )

New APIs

  • v10/Account/SharePlan/[id]/AddOn (Get, Patch)
  • v10/Account/SharePlan/[id]/ProductCode (Post)
  • v10/Account/SharePlan/[id]/ProductCode/[productCode] (Get, Patch, Delete)
  • v10/Account/SharePlan/[id]/AttachedProductCode (Get)
  • v10/Account/SharePlan/[id]/AvailableFor/ProductCode (Get)