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Release Notes

Release 2405 - 06/06/2024

Release 2405

Scheduled on Thursday, 06/06/2024

In this release, we unveil "Percent of Total", which is the first relationship type of our new innovation "Product Relationships". The Product Relationships feature is designed to streamline the definition and management of complex pricing interactions between groups of products through intuitive and semantically meaningful connections, with example use cases including Inclusion, Exclusion, Buy X get Y, Percent of Total, etc. By leveraging these clearly defined relationships, Nue simplifies the traditional CPQ (Configure, Price, Quote) rules engine, making it more accessible and easier to build and manage. Product Relationships are dynamically assessed and enforced during the creation of quotes and orders, ensuring seamless and accurate product configurations.

"Percent of Total" itself is a pricing model that allows users to set the total price of a product as a percentage of the total value of a set of other products in the same quote, order, or bundle.

Feature Enhancements

Price Builder

Product Relationship: Percent of Total

In this release we introduced the new "Percent of Total" pricing model, which allows users to set the price of a product as a percentage of the total value of other products in the same quote, order, or bundle. This pricing model offers flexible and dynamic pricing based on the overall context and composition of the order.
The feature contains the following key capabilities
- Product relationship creation and management
- Pricing calculation and Line Editor experience
- Change order and renewal scenarios
- Minimum and maximum value support
For more detailed information, please refer to this article.

Lifecycle Manager

Ability to hide certain price and discount tags from users in the Line Editor

A new Apex plugin has been introduced to manage the visibility of Price Tags and Discount Tags. This plugin acts as a filter, allowing Administrators to determine which Price Tags or Discount Tags should be visible or hidden based on user profiles, products, or other criteria. This enhancement allows Administrators to selectively hide or show Price Tags and Discount Tags on Quote line items without the need to deactivate them. For detailed instructions, please check out this guide.

Display quote and order page layouts per user’s profile

The Quote and Order creation pages now dynamically render based on the page layout assigned to the user's profile. Salesforce administrators maintain the flexibility to customize page layouts and assign them to user profiles, enabling them to arrange fields, manage visibility, and tailor layouts to match organizational workflows and processes.
Nue administrators can now refresh page layout assignments by going to Nue System Settings -> Quotes and Orders -> General Settings -> Refresh page layout assignments. This ensures that users are presented with a customized layout that meets their specific needs and preferences. For more details, please check out this configuration guide.

Configure default page size for Line Editor and Product Configurator

Administrators can now set the default page size for the Line Editor and Product Configurator by navigating to the Nue System Settings → Quotes and Orders → Line Editor / Product Configurator section. The available options include 10, 20, 40, and 100 items per page, with the default value set to 20.
While administrators can set the default page size, individual users can still override this setting based on their preferences. The browser will remember the user's chosen page size, ensuring a consistent experience across sessions.
This enhancement provides greater flexibility and control over the user experience, especially for organizations complex product offerings or large bundles.

Show warning when edit shared filters in the Product Selector

When a user attempts to edit an existing shared filter in the Product Selector panel of the Line Editor, they will receive a warning message. This message will inform them that the filter is shared across all users and that any changes made will impact everyone's view. This enhancement aims to prevent accidental modifications to shared filters, which could potentially impact other users' experiences.

Revenue Lifecycle Intelligence

Ability to embed Lifecycle Intelligence dashboards in Nue on Salesforce

Users can now view Lifecycle Dashboards embedded within the Nue on Salesforce application. This integration provides a unified platform for accessing revenue lifecycle data and insights without switching between multiple applications.
Salesforce administrators have the flexibility to configure which standard lifecycle dashboards are available in the Nue on Salesforce app. They can add or remove the new dashboard tabs according to their organization's requirements. To ensure data privacy and access control, a new "Nue Revenue Lifecycle Intelligence Permission Set'' has been created. Administrators can assign this permission set to designated users or user profiles, granting them access to the embedded dashboards. For detailed configuration steps, please refer to this guide.
Upgrade Guide:

1) Assign permissions: As a Salesforce administrator, navigate to the Permission Sets and assign the "Nue Revenue Lifecycle Intelligence Permission Set" to the appropriate users or user profiles who require access to the embedded Sigma dashboards.
2) Configure Nue on Salesforce app: Edit the Nue on Salesforce app by navigating to Setup -> App Manager. In the Navigation Items section, search for and add the desired dashboard tabs (Booking Dashboard, Pipeline Dashboard, Billing & Collections) to the app's navigation.

Billing

Ability to establish many-to-many relationships between Sales Accounts and Billing Accounts

In this release, we are introducing a new junction object called "Related Account" to facilitate the association between Sales Accounts and Billing Accounts. This enhancement addresses the limitations of the current approach, streamlines the account management process, improves billing accuracy, and provides a more flexible and scalable solution for managing the relationships between Sales Accounts and Billing Accounts. For detailed information, please refer to this article.

Ability to set Billing Schedule description

We have added a "Description" field to the Billing Schedule object. This field allows RevOps administrators to provide a detailed description or additional context for each Billing Schedule they create.

Ability to associate a Cash-type credit pool to a product

When creating a product or bundle with a recurring or one-time revenue model, users can now choose a Cash type credit pool from the available options. The default value for the credit pool field is set to "None". If a product is associated with a Cash type credit pool, the invoice generated for that product can be applied with the credits from the associated credit pool upon activation. Please refer to this article for more information.

Nue Platform

Query Tax Detail via GraphQL API

The GraphQL API has been extended to support the Tax Details object. Developers can now query Tax Details records using GraphQL queries.

BundleSuite component (Preview)

BundleSuite Component is a self-service UI component designed to not only enhance the user experience when displaying and interacting with "Good Better Best" bundles but also streamlines the development process, enabling faster time-to-market for web applications featuring bundle suite functionalities.
The BundleSuite component renders a visually appealing representation of the different bundles within a bundle suite. Users can easily compare and contrast the features and pricing of each bundle option.
The BundleSuite component offers several customization options, including controlling the display of product images (top, right, or none), choosing whether to show or hide product features within each bundle option, and customizable theming and styling, ensuring a seamless integration with customer application's branding and design guidelines.
The BundleSuite component is powered by a self-service API (Get Bundle Suite), enabling developers to fetch and display bundle suite data dynamically. This integration ensures that the component always reflects the most up-to-date bundle suite information.
This feature is still in preview. Please contact us for more information.

Bug Fixes

Lifecycle Manager

Auto-renewal process failure due to Tax Breakdown issue

In some cases, the auto-renewal process was failing due to a duplicate key violation for the Tax Details object. We have resolved this issue. The auto-renewal process should now run smoothly, and subscriptions will be renewed without any issues related to Tax Breakdown.