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Release Notes/2023 Archive

Release 2308 - 09/26/2023

Release 2308

Scheduled on Tuesday, 09/26/2023

This update introduces Multiple Credit Pools in the Credit Burndown usage model, mid-term subscription price adjustments, the ability to integrate with RightRev for revenue recognition, Quickbooks for collections, and much more!
We also introduced 'Ask Nue!' – your trusty co-pilot for navigating the Nue platform. 'Ask Nue!' is to assist you with inquiries about using Nue effectively.

Feature Enhancements

Nue Lifecycle Manager

Ability to adjust prices to a fixed price or a certain percentage in the middle of the subscription term

Price Adjustment is a type of change that allows you to modify the price of a subscription in the middle of a subscription term or upon renewal. Price adjustments can be applied to a subscription at any point during the subscription term, and can be based on a percentage increase or decrease, or a fixed dollar amount. For more information, please refer to this document.

Ability to renew multiple subscriptions in batch in the lifecycle manager

In Nue on Salesforce, users can select an account, and navigate to the Lifecycle Manager → Subscriptions tab. In the List View can select more than one subscriptions in the List View, and select "Renew' to perform batch renewal for multiple subscriptions of the customer. For detailed information, please refer to this document.

Ability to change the term of an evergreen subscription to a termed subscription

Users can now switch an evergreen subscription into a termed subscription in the Lifecycle Manager → Subscriptions tab. This is convenient for user cases where customers on evergreen subscriptions are converted to a contract-based, termed subscripitons. For more details please check out this document.

Ability to validate the billing and shipping address when creating a quote or an order, if Avalara Tax is enabled

When Avalara Tax is enabled, users can click the 'Validate' icon next to the Billing and Shipping addresses section in the Create Quote and Create Order page in Nue on Salesforce. This helps Avalara Tax to accurately calculate the taxes. For more details please check out this document.

Ability to configure a tax exempt category on an account, if Avalara Tax is enabled

When Avalara Tax is enabled, users can configure a tax exempt category on an account, and Avalara Tax will calculate the tax accordingly for orders, quotes, invoices and credit memos. For more details please check out this document.

Add Product SKU field to Quote Line Item and Order Product object

A new formula field Product SKU is added to Quote Line Item and Order Product object in Nue on Salesforce, so that it can be used for display and reporting. Please note that because it is a formula field, the field value will be calculated only after the quote or order is saved.

Nue Billing Accelerator

Use standard decimal precision of the currency locals to calculate currency type fields for invoices, credit memos, and related payment objects

For Currency-type fields in invoices, credit memos, payment applications and their children objects, we will calculate and store the decimal values adhering to the standard decimal precision specified by the corresponding currency locale.
For example, if an annual subscription’s total amount is $100 with USD as the currency, the monthly invoice will be $8.33 and the last invoice amount will be $8.34.

Ability to view the billing schedule type on the Billing Schedules page

In Nue App, on the Billing Schedules page, a new billing schedule type indicator is avaible to indicate if the billing schedule is recurring or immediate. When mousing over, the user can see the details of the billing schedule.

Ability to add comment when activating or canceling invoices.

Users can add a comment when they activate or cancel an invoice. This helps to create an audit for invoice activation and cancellation. Users can also view all the comments entered for an invoice.

Ability to generate invoices over evergreen subscriptions (Beta)

When an evergreen subscription is created, the invoices will be generated on a regular basis, until the evergreen subscription is converted to a termed subscription, or canceled.

Nue Usage Accelerator

Ability to create and manage multiple credit pools

Users can configure more than one credit pools, including cash-type and credit-type pools. This is very helpful for consumption-based revenue models. For more information, please check out this document.

Add 'Credit Type' and 'Credit Pool' objects to Nue on Salesforce

2 new objects "Credit Type" and "Credit Pool" are added to Nue on Salesforce for reporting and import/export purposes.

Nue Integrations

Ability to process payments and refunds via QuickBooks

Users can configure QuickBooks as the collection system that integrates seamless with Nue. When invoices and credit memos are activated, they are transferred immediately to Quickbooks for collections. Finance users can generate Invoice documents in Quickbooks using the invoices transferred from Nue, process payments, process refunds, cancel invoices, and so on. Importantly, each of these actions will initiate corresponding operations in Nue, ensuring complete synchronization between Nue and QuickBooks.
For more information about QuickBooks integration, please refer to this document.

Ability to update a product or bundle product to include accounting codes for relevant accounting segments used for revenue recognition

When the user is in a user role having Manage Revenue Contracts functional permission, she will be able to see the following new fields when creating a new product or a new bundle product: Contract Liability Segment, Contract Revenue Segment, Carves Liability Segment, and Carves Revenue Segment. These fields are also available in the Product Catalog mirror for self-service API access. When active orders (and order products) and ingested into RightRev, these accounting segments will be ingested as part of the order transactions and will be processed by RightRev to generate Revenue Contracts.

Ability to add a Revenue Contract ID to the Customer Contract policy definition in RightRev

Currently the default behavior for creating revenue contracts is by creating separate contracts for different customer IDs. If a customer have more complex and granular rules for splitting revenue contracts, they can configure the new field Revenue Contract ID either manually or in an automated fashion during the order process and use the new field to group into revenue contracts. As a result, a new Contract ID field is added to the Order Product, as well as the Order Definition Policy when a new tenant is provisioned in RightRev.

Nue Platform

Ability to create a webhook event when a self-service order is created, activated or canceled

When an order is created, activated or canceled via the self-service API, a webhook event is created and posted to the registered endpoint URLs.

Ability to import evergreen orders and subscriptions

Now users can use the subscription import service to import orders and subscriptions containing evergreen products. For more information about subscription imports, please check out this document.

Increased the fonts of tooltips

The tooltips of fonts in Nue App are now larger and clearer to read.

Ability to drag a modal dialog around

In Nue App and Nue on Salesforce, the modal dialog popup is now draggable by its title bar, so that the user is able to see the contents in the main browser window.

Bug Fixes

Nue Lifecycle Manager

Certain subscription fields are not exposed to graphQL query

The following fields in Subscription object are now available to be queried via graphQL: cancellationDate, reconfigureEffectiveDate, originalSubscriptionNumber, includedUnits, subscriptionLevel, tcv.

Nue Billing Accelerator

When accounts or orders are deleted in Salesforce, they are not deleted in Nue

This issue is fixed so that when accounts and orders are deleted in Salesforce, they will be deleted in Nue immediately.

Nue Integrations

An unexpected error occurred when enabling Revenue Contracts permission

Previously when the Revenue Contracts permission is enabled without RightRev integration defined, an unexpected error is displayed. This is fixed.