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Release 2407 - 08/25/2024

Release 2407

Scheduled on Sunday, 08/25/2024

 

 

  • This release introduces significant enhancements across multiple products. Price Builder adds robust custom attribute support for price book entries, Lifecycle Manager adds early renewal capabilities, and Everything Billing streamlines credit memo management and introduces billing groups and the support for multiple entities.  Additionally, the Nue platform improves CSV export functionality and addresses several critical bug fixes.

 

Feature Enhancements

Price Builder

Ability to support custom attributes in price book entries

  • We are pleased to introduce support for custom attribute values when creating and editing price book entries, a feature that allows companies to associate specific attributes with each product's price book entry. This powerful new feature not only improves the management of complex product catalogs but also enhances the overall product search and selection experience for sales teams.
  • Key capabilities are:
    • Custom attribute creation and synchronization
      • Administrators can create custom attributes in Salesforce for the Price Book Entry object
      • New "Fields Exposed to Nue" field set in Salesforce for easy attribute management
      • One-click synchronization of custom fields from Salesforce to Nue
    • Enhanced price book management
      • RevOps users can view and edit custom attributes when managing list prices
      • Custom attributes are automatically added to the Price List and Edit List Prices pages
      • Configure which attributes to display on the layout
    • Improved product selector
      • Sales reps can view price book entries with custom attribute values in the product selector
      • New "Product Search Columns" field set for Price Book Entry object to customize displayed fields
      • Enhanced filtering capabilities using custom attributes
  • To start using this feature, please follow the steps below:
    • Create custom attributes in Salesforce for the Price Book Entry object
    • Add desired attributes to the "Fields Exposed to Nue" field set
    • Synchronize custom fields to Nue using the "Sync Custom Fields from Salesforce" button under Settings → Business Objects in Nue.
  • For more information, please check out this article

Lifecycle Manager

Early Renewals

  • This new feature allows sales representatives to process renewals before the end of the current subscription term, offering greater flexibility in managing customer subscriptions. This optional functionality, which must be enabled by an administrator, introduces a system-level setting and the ability for sales reps to set earlier renewal start dates. The system automatically handles co-terming for the period between the early renewal date and the original end date, streamlining the process for aligning renewals with customer fiscal years or budget cycles. Changes are reflected in separate line items for co-term and renewal in change orders, ensuring transparent and accurate subscription management.
  • To enable this feature, go to Settings → Renewals, and turn on "Allow early renewals".
  • For detailed information about this feature, please refer to this article.

Ability to configure the fields being displayed in the product configurator's list view

  • This new feature allows administrators to configure fields in the product configurator's list view, enhancing customization for complex bundle structures.
  • Administrators can now use a new "Product Options Columns" field set in the Product Option object to pre-set the list view layout.
  • Sales representatives can personalize these layouts using the "Configure" function of the list, and the personalization will be remembered by the browser.
  • This feature aims to improve efficiency for sales representatives working with complex bundles, without affecting the grid view.
  • For more information about this feature, please check out this article.

Ability to configure the default expand/collapse state of the ramp line items

  • We're introducing a new configuration option that allows admin users to set the default expand/collapse state of ramp line items in the Line Editor, improving productivity for users dealing with large bundles and multi-year deals.
  • This feature adds a "Default Visibility of Ramp Lines" setting in the Quotes and Orders → Line Editor section, with options for "Expanded" (default) or "Collapsed". When set to "Collapsed", ramp lines will be folded under their parent line by default, enhancing visibility management for quotes with numerous ramp lines.
  • This change aims to improve the user experience for larger companies with complex pricing structures, while maintaining existing behavior for change orders and lines with non-ramp children.
  • For more information about this feature, please check out this article.

Everything Billing

Redesigned credit memo list screen and enhanced invoice detail screen for collections

  • This release enhances functionality and streamline workflows for users managing invoices and credit memos.
  • Key enhancements are:
    • Revamped credit memo list page
      • Implemented a comprehensive list view with detailed information and action icons
      • Introduced new status styling for improved visual clarity
      • Added batch action functionality for activating, canceling, and deleting credit memos
      • Integrated API endpoints for batch operations
      • Improved error handling and messaging for batch actions
    • Improved invoice detail page
      • Added visibility for credit memos, debit memos, payment applications, and billed usage records
      • Finance ops users can now view and interact with these elements directly on the invoice detail page

Billing Groups

  • This is the initial release of our new Billing Groups feature. This feature introduces enhanced flexibility in invoice generation, allowing for more customized billing processes to suit complex organizational structures and diverse customer needs.
  • Administrators can now view and manage system billing groups through a new interface. The following system billing groups are now available:
    • Customer - Default grouping, cannot be turned off
    • Sales Account - Migrated from the setting "Generate invoices for each sales account"
    • Service Milestone - Migrated from the setting "Generate invoices for service milestones independently"
    • Currency - Turned on by default and cannot be turned off. 
    • Entity - Available when multiple entities are enabled
  • The feature allows for enabling or disabling certain billing groups, automatically generates invoices grouped by currency, and supports entity-based billing for organizations with multiple entities.
  • This release lays the foundation for future enhancements, including customizable billing groups and more advanced filtering options.
  • For more information about this feature, please refer to this article.

Ability to upload rated usage

  • This feature allows businesses with their own rating engines to seamlessly integrate with our platform for billing their customers. It offers both API integration and CSV upload options, allowing developers to import rated usage via API calls and revenue managers to upload CSV files directly from the Usage list page.
  • The system provides flexible identification methods, including subscriptionId, customerName, and productSKU, etc., to accurately associate usage with the correct subscriptions.
  • With automatic credit consumption for imported rated usage (when credit pool is enabled) and detailed response information, this feature enhances our platform's flexibility and integration capabilities, particularly for usage-based billing scenarios.
  • For more information, please refer to this article

Line description propagation

  • In this release, we introduced a new "Line Description" field on the Invoice Object, allowing sales reps' descriptions from quotes and orders to flow through to invoices.
  • When creating an Order from a Quote, or billing a subscription, the line description is automatically populated, with logic in place to handle multiple orders.
  • The line description is now included in webhook event content and will be transferred to the QuickBooks Line Description Field for invoices and credit memos.
  • This feature enhances consistency across financial documents, improves clarity for customers, streamlines workflows for sales and finance teams, and provides more detailed reporting in QuickBooks.

Nue Platform

Ability to export records on Nue platform to CSV file

  • The Nue platform now offers enhanced record export functionality, allowing users to export up to 10,000 records, a significant increase from the previous 1,000 record limit.
  • This update extends export capabilities to new record types including orders, invoices, credit memos, and tax codes, in addition to the existing usage records.
  • Users can now export related child records as separate CSV files, providing more comprehensive data exports for invoices, orders, and credit memos. The UI has been improved with new action icons for download, refresh, and configure on various list pages, and users can use GraphQL queries and filters to refine their export data sets.
  • A notable technical enhancement is the ability to export Billing State data as a child object of Order, despite the lack of a direct Order ID reference, demonstrating the platform's improved data relationship handling capabilities.
  • For more information, please refer to this article.

Multiple Entities

  • We're introducing the Multiple Entities feature, designed to support organizations with complex structures by enabling the management of different business units, subsidiaries, or divisions within a single organization.
  • Key capabilities include entity management with customizable attributes, granular user permissions, flexible entity association with accounts, products, and pricing, and new APIs for entity operations.
  • This feature caters to various use cases including account-level, product-level, and price-level entity segregation, making it ideal for companies with diverse regional operations or complex pricing strategies.
  • The Multiple Entities feature offers benefits such as improved organizational structure representation, enhanced regional sales management, support for multi-country operations, and more accurate financial reporting.
  • For more details, please refer to this article.

Bug Fixes

Price Builder

Usage bundle quantity default fix

  • Previously, in the product configurator, the usage bundle quantity was incorrectly defaulting to 1. This issue has been resolved. Users will now see a default quantity of 0 for usage bundles, improving accuracy in initial product configuration.

Lifecycle Manager

Disable the "submit" button in the co-term form to avoid duplicate submissions

  • In the Quote Line Item editor, multiple products/bundles could be accidentally added to a quote due to the “submit” button remaining active during the product/bundle addition process. To prevent accidental duplicate submissions, the “submit” button is now disabled after being clicked until the product/bundle addition process is complete.This change provides clear visual feedback to the user and avoids unintended multiple submissions.

Customer list includes accounts that are not active customers

  • The customer list page was previously loading all accounts from Salesforce, including those that were not active customers. This resulted in inaccurate data display and performance degradation. We have addressed this issue in this release. The customer list page now only displays accounts with a non-null "Customer Since" date, ensuring that only active customers are shown.

Subscriptions' revenue stream is not working

  • In certain Salesforce organizations, the revenue stream graph for subscriptions was not populating correctly. Users experienced a continuous loading state when attempting to view the graph. This issue now has been fixed.

Unexpected renewals for child subscriptions

  • In this release we have resolved an issue in our subscription renewal process where child subscriptions that were not marked for auto-renewal were being automatically renewed along with their parent subscriptions. The fix ensures that only child subscriptions explicitly marked for auto-renewal will be processed during the parent subscription's renewal.

Everything Billing

Unable to default custom payment method

  • Previously, Nue was unable to set a custom payment method as the default, resulting in an "invalid payment method" error. This issue has been resolved in this release. Users can now successfully select and set a custom payment method as the default in Nue Settings.

Gaps in invoice numbers

  • Previously, under certain circumstances, gaps in invoice numbers caused confusion for users. This issue has now been resolved.

Stripe Integration

Incorrect payment application type for credit notes and credit balance transactions

  • When applying a credit note or credit balance transaction to an invoice in Stripe, the payment type of the generated payment application was incorrectly set to "Payment" instead of "Credit Memo". This issue has been fixed.
  • Data migration for existing payment application records:
    • Both "Payment" and "Credit" types will be migrated correctly to "Credit Memo".
    • Going forward, Credit Memo will be used for this scenario as documented here.