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Developer Resources/Object Model

Understanding Line Types

Line items within Nue refer to the individual items listed in a quote as quote line items or in an order as order products. Nue categorizes line items into four distinct types, which are as follows:

Product Line (LineItem): Represents a regular product line item.
Ramp Line (RampItem): Represents a subscription ramp line item.
Summary Line (SummaryItem): Represents a summary line item.
Split Line (SplitItem): Represents a split line item.

Product Line

A regular line item in a quote or order is represented by a product line. Whenever a product is added to a quote or order, a product line is generated. Sales users have the ability to edit various fields of this line, such as Quantity, Subscription Term, Start Date, End Date, Discount, System Discount, and other fields, including custom fields. Nue's embedded Pricing Engine automatically performs calculations and adjustments for relevant pricing fields, such as Total Price, Total Amount, as well as metrics fields like ARR, CMRR, TCV, ACV, ensuring accurate values in real-time.

In the case of a bundle product being added to a quote or order, a bundle product line is created to represent the bundle itself. Additionally, an individual line item is generated for each add-on or bundled product option that the user configures within the bundle. These add-on or bundled product lines establish a parent-children relationship with the bundle product line.

Ramp Line

A ramp line represents a partial line with a consistent monthly Contracted Monthly Recurring Revenue (CMRR) within a specified Start Date and End Date. This type of line is commonly used when applying subscription ramp pricing. For instance, if a recurring product offers a 1-month free trial, when a sales user adds this product to a quote or order with a 12-month subscription term, two ramp lines are created. The first ramp line represents the initial month with a $0 CMRR, while the second ramp line represents the remaining 11 months with a non-zero CMRR. Additionally, a summary line is generated to represent the cumulative amounts for the entire 12-month subscription term.

When a ramp-type price tag is assigned to a Product Line in Nue, the system automatically divides the product line into multiple ramp lines based on the Starting Unit and Ending Unit specified in the price tag. This division ensures that each ramp line maintains a consistent Contracted Monthly Recurring Revenue (CMRR) within the specified Start Date and End Date of the line.

Suppose we have a subscription-based product with a 24-month contract term. The pricing for this product follows a ramp structure, where the first 12 months have a discounted rate of $50 per month, and the subsequent 12 months have a regular rate of $100 per month.

In this case, when adding this product to a quote or order, Nue's pricing engine automatically splits the product line into two ramp lines based on the specified price tag. The first ramp line represents the initial 12 months with a CMRR of $50, and the second ramp line represents the following 12 months with a CMRR of $100.

The start and end dates for each ramp line align with the corresponding time periods. For instance, the start date for the first ramp line would be the subscription start date, and the end date would be exactly 12 months later. Similarly, the start date for the second ramp line would be 12 months after the subscription start date, and the end date would be the subscription end date.

This split into ramp lines ensures that the CMRR remains consistent within each period, reflecting the applied pricing structure throughout the subscription duration.

NOTE

Nue ensures that both Product Lines and Ramp Lines have a consistent Delta Contracted Monthly Recurring Revenue (CMRR) throughout all months between their respective Start Date and End Date.

The specific data structure is designed to simplify the calculation of aggregated Annual Recurring Revenue (ARR) and Contracted Monthly Recurring Revenue (CMRR). To compute the aggregated ARR or CMRR for any given point in time, for any product, customer, or other dimensions, we can retrieve all Product Lines and Ramp Lines with the given date in between their Start Date and End Date. These lines can be grouped based on specific products or customers, and their Delta ARR and Delta CMRR fields can be summarized accordingly.

Summary Line

A summary line serves the following 2 purposes:

Group Ramp Lines: In this use case, the summary line groups ramp lines associated with subscription ramp pricing. For example, consider a scenario where a user opts for a 2-year subscription with a ramp pricing structure that increases the price by 5% in the second year. In this case, there would be a summary line that consolidates and groups the information from the two ramp lines, representing each year of the subscription.

Group Assets and Changes: In this particular scenario, the summary line combines an asset (which can refer to an asset, subscription, or entitlement) and its corresponding change line, providing a representation of the asset's information after the change has been implemented. For instance, suppose a user has a 12-month subscription with a Start Date of 01/01/2023 and an End Date of 12/31/2023. If the user renews the subscription for an additional 12 months, the change line would reflect a subscription term of 12, with a new Start Date of 01/01/2024 and an End Date of 12/31/2024. Meanwhile, the summary line would indicate a subscription term of 24, with a Start Date of 01/01/2023 and an End Date of 12/31/2024.

Split Line

In the scenario of Quote and Order Split, a quote or order can be divided into multiple line buckets, with each bucket containing two or more regular lines or split lines. The split lines are generated when a single line is split into two separate lines, and each line is assigned to a specific line bucket. These split lines are not visible in the Line Editor but can be viewed on the Split Lines page within the quote or order flow. When a user selects a particular line bucket, the corresponding split lines associated with that bucket are displayed.