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Standardized terminology for clearer navigation and improved experience

Moderate Upgrade

This update standardizes key terminology across the platform, enhancing clarity between your ongoing recurring services (Subscriptions) and specific transactional events (Orders) without altering underlying business logic or public API contracts.

Key terminology across the platform has been standardized as follows:

Old termNew termWhere you will see the change
OpportunityQuoteReseller Portal, Marketplace Manager and Sales Support UI pages — left navigation, listing page, details page
OrderSubscriptionAll portals — left navigation, listing page, details page
PurchaseOrderAll portals — left navigation, listing page, details page
Quote (V2)Quote VersionReseller Portal, Marketplace Manager and Sales Support UI pages — left navigation, listing page, details page

Key highlights

  • Clearer, consistent labels: Customers will see more consistent labels on list pages, filters, and table columns across Marketplace Manager, Customer, Sales Support, Reseller, and Company Admin portals.
  • Redirects for old URLs: URLs for quotes-related areas have changed, but redirects are in place to preserve existing bookmarks and deep links.
  • No change to core logic or APIs: Workflows, data structures, and APIs remain unchanged, aside from portal routing and labeling updates.
  • Updated ID fields: The Subscriptions list now displays the Purchase Order ID, while the Orders list retains its existing ID field.
  • Custom string overrides unaffected: Partners using custom string overrides for specific keys are not affected.
  • Localization migration: Non-English translations will follow the localization migration path.

UI updates

This change ensures consistent labeling across the UI. Portal routes and navigation have been updated, with legacy /opportunities and /quotes paths redirecting to /v2/quotes and /v2/quotes/versions when the feature is enabled. The implementation utilizes localization migration keys alongside feature flags to apply labels consistently across impacted portals.

The following are the changes in UI:

  • Renamed list pages and headers: Label changes appear on the former Orders list (now Subscriptions) and the former Purchases list (now Orders).
  • Updated filters and columns: Related filters and column headers on these lists also reflect the new terminology.
  • Quotes-related screens: Screens related to quotes now show "Opportunity" as "Quote," feature unified listing behavior, and display "Quote Version" where the shared end-customer quote snapshot appears.
  • Billing and Reseller pages: User and Company billing tabs, along with Reseller list pages, reflect the same terminology updates.
  • No accessibility impact: There are no accessibility, keyboard, or ARIA behavior changes beyond the label and route updates.

Feature enablement

This feature is not enabled by default. Contact your AppDirect technical representative to request it.

Setting enablement

To enable this feature, the following steps are required:

  • Add the required migration translation keys for the tenant under the documented _migrations layout for namespaces ipa-prm-opportunities-ui, ipa-prm-quotes-ui, ipa-features-profiles, and ipa-admin-purchase.
  • Segment enablement: This feature is segmented for tenant_selfserve with the constraint selfserve == "true".

Documentation

Documentation will be updated with the release.

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