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How to purchase, renew, convert or upgrade your PDXpert license

Contents

First-time buyers of a new PDXpert license

US and Canada

We accept your (1) company check in US funds, or (2) company purchase order. For most customers, we are pleased to offer payment terms of NET 30 DAYS without a credit check. Upon receipt of your PO, we provide a temporary license key that's valid for 35 days, and will email your final license key immediately upon bank receipt of funds.

Other countries

You may send us a wire transfer, or a check issued by any international bank with US offices. All amounts must be denominated in US dollars. If you wish to make a wire transfer, a bank service fee of US$25 will be added to your invoice. Contact us for correspondent bank information. For many international customers, we can provide a temporary license key until your payment is received.

Renewing your perpetual MSU or subscription license

Your software license type - perpetual or subscription - determines the license duration, while the services subscription expiration date determines the effect of your renewal.

  • Perpetual license: Your renewal of annual maintenance, support and upgrade (MSU) ensures continued access to new software releases, application information, and technical support. If you choose not to renew your MSU, you'll still have access to the PDXpert system, but you can no longer update your software to the most current release.
  • Subscription license: For continued access to the PDXpert system, you must renew your subscription before the subscription expiration date specified in the PDXpert Software License Key window.

Your license renewal price is based upon the quantity of user accounts specified in the PDXpert Software License Key window, multiplied by the currently-published rates & discounts for the license.

To avoid service interruption, we'll often send a pro forma invoice about 30 days before your license expiration date. (With your initial order, let us know if you need a different advance notice period.) You can pay, modify or decline this invoice as you wish. We issue the updated subscription license upon receipt of your payment.

Purchasing additional perpetual user accounts

If you have previously purchased a perpetual license, additional user accounts are discounted based on the revised quantity of user accounts, which includes all previous user accounts purchased.

To calculate the MSU for your new license, your current license MSU must be current (or brought current). We will synchronize your new license's MSU expiration to the previous license's expiration date and invoice you the prorated MSU amount in addition to the new perpetual license.

You can purchase additional user accounts for a perpetual license without a current MSU subscription, provided that the new accounts are also purchased without MSU. Since all clients must be of the identical software release, your new license will be compatible only with your previous license's software release. If you simultaneously upgrade your older license, you can install the latest release for all users.

Converting from a subscription to a perpetual license

When your current subscription license period ends, you may purchase an equivalent perpetual license. We'll apply 25% of your most recent per-user subscription license payment as a credit to your new perpetual license purchase.

User accounts are converted one-for-one up to the maximum specified by your expiring subscription. For instance, a 12-user full-function subscription can be converted to 12 full-function perpetual user accounts. If you buy a new perpetual license with 15 user accounts, then 12 of these will be discounted and the other 3 will be at the normal published price. If you buy only 6 full-function perpetual user accounts, then these 6 will be discounted by 25%. Read-only user accounts can also be converted, and are treated in a similar manner.

To qualify for this recent subscription discount, your order for converting to a perpetual license must be placed within 30 days of the subscription license expiration date.

Converting between full-function and read-only licenses

At your option, we can convert one full-function user accounts into five read-only user accounts, or vice versa. For fewer than 5 read-only user accounts, each read-only account is valued at one-fifth of a full-function account.

The license MSU/subscription expiration date will not be affected. As a result of this conversion, your user account discount level may increase or decrease: no discount adjustments will be made for the current MSU/subscription period, but may affect the discount level for subsequent renewals.

Conversions are subject to a US$100 service fee; however, we'll waive this fee if you haven't made a conversion within the preceding 12 months.

Calculating the price of a perpetual license and MSU

Here's how we calculate your perpetual license price and annual maintenance, support and upgrade (MSU).

(a) We first determine your discounted perpetual price based on the number of user accounts you've chosen, and (b) if you've opted for MSU, add the MSU rate for that discount level. We then (c) multiply the result by the actual number of user accounts you've selected. (d) For the MSU expiration date, we simply increment the start date's year.

For example, suppose that you purchase a perpetual license for 6 users on April 10 and you choose to include annual maintenance, support and upgrades. We calculate the total cost (a) using the one-time price per user from the 5 user discount cell, (b) add the annual MSU cost per user, also from the 5-user discount cell, and then (c) multiply this result by the 6 user accounts. (d) Your MSU expiration date is April 10th next year.

Calculating the price of a subscription license

Here's how we calculate your subscription license cost and expiration.

(a) We determine your discounted price based on the number of user accounts and the commitment period. (b) We then take the monthly rate, multiply it by the number of months you've selected, and (c) multiply the result by the number of users you've selected. (d)  For the full year, we increment the start date's year. For fractions of a year, we increment the start date's month.

For example, suppose that you choose to start a subscription for 8 users on April 10 and you want the subscription to run 6 months. We calculate the total cost (a) using the monthly price per user account from the 6 month/5 user cell, (b) multiply this cost per user by the 6 month discount period, and then (c) multiply this result by the 8 users. (d) Your expiration period is 6 months after April 10th, which is October 10th.

All subscriptions are paid in full at the beginning of the subscription period. Discounts are based on your revised use account commitment, which includes all of your currently-active accounts.

An established subscription cannot be reduced prior to its expiration, and the subscription fees are not refundable. However, you can renew a subscription at its expiration for a shorter period or for fewer users. You can take advantage of additional discounts by adding users and/or extending the subscription period while the subscription is active. You can also purchase a replacement perpetual license at the end of any subscription period.

Upgrading older perpetual licenses without MSU

If your perpetual license's MSU service plan has expired or you never subscribed to MSU, you may still be able to upgrade your users to the current release at a discounted price. Your current perpetual license registration displays a Subscription ends or Expiration date that determines the discount that can be applied to our current published price. The license also specifies the number of user accounts that can be upgraded at that discount level.

Time after "Subscription ends" date within 1 year 1 to 2 years 2 to 3 years >3 years
Reduce perpetual license per-user price by 65% 40% 15% 0%

At the time you purchase an upgrade, you can also purchase a new MSU subscription at the published price to keep your software maintained, supported and upgraded for an entire year.

Volume discounts in multi-server environments

Each complete PDXpert system includes a license for the PDXpert Application Server software, which is bundled with your PDXpert client software at no additional cost.

Volume discounts are offered on a per-server/per-system basis that counts the number of user accounts attached to a licensed server. For companies with multiple systems (and server licenses), each system is treated separately for determining eligible volume discounts.

Moving a user account license between systems is subject to a US$100 service fee.

Item sales numbers

If you are issuing a purchase order, you may refer to the following table to identify our product item numbers, or simply contact us for assistance.

  • nnn is user account discount level: 001, 005, 010, 050, 100, 500
  • pp is subscription period discount level: 03, 06, 12, 24
  • MSU refers to the annual "maintenance, support and updates" subscription for perpetual licenses.
Duration Access Number Item description Unit price
Perpetual Full-function 100-nnn PDXpert perpetual full-function license
For example, 16 full-function user accounts is part #100-010 @ quantity 16.		 Perpetual license & MSU calculator
Annual Full-function 150-nnn PDXpert maintenance-support-updates full-function 1 year
For example, 16 subscriptions is part #150-010 @ quantity 16. In most cases, your MSU discount level and quantity will be the same as your full-feature perpetual license.		 Perpetual license & MSU calculator
Perpetual Read-only 200-nnn PDXpert perpetual read-only license
For example, 7 RO user accounts is part #200-005 @ quantity 7.		 Perpetual license & MSU calculator
Annual Read-only 250-nnn PDXpert maintenance-support-updates read-only 1 year
For example, 7 RO subscriptions is part #250-005 @ quantity 7. In most cases, your MSU discount level and quantity will be the same as your read-only perpetual license.		 Perpetual license & MSU calculator
Subscription Full-function 5pp-nnn PDXpert user-month full-function license/xx month rate
For example, a 12-month subscription for 6 user accounts is part #512-005 @ quantity 6.		 Subscription license calculator
Subscription Read-only 600-nnn PDXpert user-month license/read-only
For example, 3 RO user accounts (with period identical to your full-function subscription, say 12 months) is part #600-001 @ quantity 3.		 Subscription license calculator

Special consideration for non-profit organizations

We may offer price discounts or in-kind donations to selected non-profit organizations that develop technologies, products or services for (a) meeting basic human needs; (b) expanding employment opportunities; or (c) mitigating human impact on the environment. If you represent a US 501(c)(3) or comparable organization, contact us to learn more.

Transaction documentation

In addition to the policies described on this page, all purchases are subject to the terms and conditions specified in our transaction documentation.

Standard transaction documents

Our standard commercial transaction documentation is provided in electronic form:

  • At your request: a sales quotation [Adobe PDF]
  • At your request: a US W-9 form [Adobe PDF]
  • At your request: a purchase order acknowledgement [email]
  • Invoice for payment [Adobe PDF] and, in most cases, a temporary license registration key [email]. This represents the product delivery.
  • If you are paying via wire transfer: ABA & SWIFT bank instructions [email]
  • Payment confirmation and a final license registration key [email]

We require minimal documentation to adequately service your transaction:

  • Authorized technical and administrative representative(s)
  • Purchase order or equivalent instruction
  • Exemption certificate for tax-exempt organizations within Colorado

Non-standard transaction documents

Before issuing your purchase order, you must identify all documentation that you require from us that is not listed as standard transaction documentation. Non-standard transaction documents may include customs declarations; tax and regulatory forms; endorsed, stamped, printed and/or couriered copies of transaction documents; use authorizations; and licensing or other certificates. Special documentation requests usually require additional processing service fees which we will quote, and which must be shown in your purchase order.

Placing your purchase order

You may place your purchase order via email, fax, postal mail service, or telephone. We recommend always sending an email, even when sending your order via other means, so that we may acknowledge your order and provide your license registration key as quickly as possible.

Ensure that the purchase information includes your company's name, address, postal (zip) code, and country, as well as your email and telephone.

If you are a purchasing or financing service that is handling the transaction on behalf of another company, you must indicate the full contact details of your principal. Our software license requires acceptance by the company that actually installs and uses the product; we will not issue a license in the name of an intermediary or broker.

When the PDXpert Application Server and database software is installed within Colorado, we invoice Colorado state sales tax regardless of billing address or PDXpert client location(s). You are responsible for all other government sales, transfer, use, asset, import, customs, value-added, and other taxes or fees.

Order fulfillment

All orders for software and supporting documentation are fulfilled electronically. Delivery consists of a software license registration key provided under the terms specified on this page, any imported data or other contracted services, and our invoice. We do not offer our products on physical media, and you will need an Internet connection to obtain your software.

If you have a subscription license or subscribe to MSU service, you'll receive email notices of upgrade software availability. Upgrades are available for download from our website at your convenience, and you may skip any upgrade without affecting your ability to accept future upgrades to which you're entitled.

General information

All prices, discounts, renewal and conversion policies, terms and conditions are subject to periodic commercial review and modification. Modifications are published when they become effective, without obligation to provide advance notice. We may decline transactions with an organization that has an unacceptable commercial standing.

We hope you'll let us know if you have questions about any of this information.

See Also

PDXpert Video:

Creating a BOM & Processing an ECN

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