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Release Notes

Release 2401 - 01/25/2024

Release 2401

Scheduled on Thursday, 01/25/2024

This update introduces the ability to update service milestones, enhances error handling of billing jobs, publishes new business objects in the Billing Accelerator, and much more!

Feature Enhancements

Nue Lifecycle Manager

Ability to update milestones

When service milestones are created for a one-time product line item, users may make changes to the milestones without changing the parent line item. The changes include: Changing the milestone dates without changing the milestone amount; Reallocating the milestone amounts to new milestones, etc. For more details, please refer to Service Milestones and Milestone-based Billing

Ability to cancel multiple subscriptions in batches

In the Lifecycle Manager, users can navigate to the List View of subscriptions, and cancel more than one subscriptions of the account. Of course, we don't want this to happen in the real business scenarios :) Typically, this functionality becomes necessary when addressing issues with legacy imported data.

Nue Billing Accelerator

Ability to change the invoice date before an invoice is activated in Salesforce

When activating an invoice from Salesforce, users now have the option to change the invoice date. When the invoice date is changed, the due date of the invoice will be recalculated accordingly.

Ability to add a comment when activating or cancelling invoices in Salesforce

Users are now able to provide additional comments when activating or canceling invoices or credit memos. Previously added comments can be easily viewed by hovering over the comments icon.

Ability to align the payment method of an account with the value on its initial order

Admin users now have the ability to align the payment method of accounts with the payment method of their first active order. This way, Sales Reps won't need to manually update the payment method at the account level.

Ability to create custom fields for Invoice and Credit Memo objects

Users can create custom fields for Invoice and Credit Memo objects in Nue. For more details, please refer to Manage Custom Fields.

Ability to default the payment term when creating quotes or orders

When creating a quote or an order, the Payment Term field now defaults to the payment term specified for the account. If the account does not have a payment term specified, the system-level payment term setting is used as the default value.

Enhanced error handling of billing jobs

When one or more invoices fail to be generated in a billing job, e.g., errors occurred during tax calculations, all invoices (typically there is only one for each account) of the corresponding accounts will not be generated.

Enhanced system settings of billing schedules

Previously, all billing-related settings were listed under Nue System Setting → Billing Schedules. To provide a more organized and user-friendly experience, we've now categorized them by different features: Billing, Invoices, Usage, and Credits.

New business objects: Invoice Item Detail and Credit Memo Detail

2 new business objects are introduced in the billing module: Invoice Item Detail and Credit Memo Detail. The Invoice Item Detail object is a child object of Invoice Item. The Invoice Item object represents a line or entry on an invoice that details a particular billable subscription, asset or entitlement. Since in Nue, an invoice item could be generated from more than one order products, the Invoice Item Detail object thus details a particular billable order product associated to the subscription, asset or entitlement. The same applies to the Credit Memo and Credit Memo Detail objects.

Debit Memo and Debit Memo Item objects are supported in GraphQL

Users now can query DebitMemo and DebitMemoItem objects via the Order & Billing GraphQL API. For detailed instructions, please refer to API references provided.

Nue Platform

Enhanced date picker custom field

Users can now select the year from a drop down in the date picker custom field. Making date selection more intuitive and efficient.

Ability to synchronize missing records nightly between Salesforce and Nue

Transaction records, including orders, subscriptions, assets, entitlements, invoices, credit memos, and debit memos are sychronized in real-time between Nue and Salesforce. However, sometimes instances may arise, such as network issues or reaching Salesforce governor limits, leading to the failure of real-time synchronization for these records. To address such situations, Nue implements nightly scheduled jobs to re-synchronize any missing records. Please refer to this article for more details.

Improvements to user management

In the Edit Users screen, admin users are now able to sort users by primary role and status, also are able to view the primary role of users when assigning roles.

Ability to search Salesforce users when setting up Nue-Salesforce user connection

This usability enhancement enables searching Salesforce users by name or username when configuring user connections of Salesforce integration.

Ability to export and import products and bundles with GraphQL filters with related objects

When exporting bundles and products using the GraphQL Export API with a filtering condition, their related objects, including price book entries, price tags, UOMs, credit types, credit pools, credit conversions, etc. will be exported as well, with the filtering conditions applied.

RightRev Integration

Usage Bookings and Billing Revenue Accrual flagged for usage products

In Nue's integration with RightRev, when we ingest the active order products as order transactions to RightRev, the following 2 fields are set to True if the order product's Revenue Model are either Overage Usage or Pay As You Go: Usage_Bookings, Billing_Revenue_Accrual

Stripe Integration

Support syncing tax amounts when sending invoices from Nue to Stripe

When sending invoice data from Nue to Stripe, Nue passes the separate Tax Amount and Total Price fields instead of just Total Amount for each invoice item. This enhancement ensures accurate tax information flows from Nue into Stripe. For more information, please refer to this article.

Bug Fixes

Nue Lifecycle Manager

Auto-renew order does not have a billing account

Previously, Order's billing account could not be carried over during auto renew. This issue has been resolved in this release.