Release 2408

Scheduled on Saturday, 09/28/2024

Feature Enhancements

Lifecycle Manager

Split quotes and orders into buckets with different sales accounts

• The feature allows sales users to split quotes or orders into buckets with different Sales Accounts. This enhancement provides greater flexibility in managing orders for businesses with complex organizational structures, such as large companies with subsidiaries or resellers.
• Feature highlights:
  • Split Quotes into Orders with Different Sales Accounts: Users can now specify a different Sales Account for each line bucket when splitting a quote into orders.
  • New "Account" Field in Line Buckets: A new field named "Account" has been added to the line bucket creation process for both quotes and orders.
  • Flexible Account Selection: Users can change the Sales Account for each bucket independently, with the billing account options updating accordingly.
  • Improved Order Finalization: When finalizing a bucket into an order, the order will be created under the selected Sales Account.
• For additional details, please refer to this article.

Ability to update price tags mid-term

• In this release, we introduce the ability to update price tags mid-term for subscriptions. This feature allows sales representatives to update tiered pricing or switch between pricing models without changing the quantity or term of existing subscriptions.
• Key capabilities are:
  • Update Existing Price Tags: Sales reps can now change the price tag applied to a subscription mid-term. It supports switching between tier-based and volume-based pricing models. Changes can be applied from a specified start date within the subscription term.
  • Apply New Price Tags: New price tags can be added to a subscription mid-term. Automatically calculates price adjustments for the remaining term.
• User workflow:
  • Navigate to the Lifecycle Manager and select "Adjust Price".
  • Choose the "Update price tag(s)" option.
  • Select the effective start date for the new pricing.
  • Review changes in the Change Cart.
  • Edit price tags using the "Price Tags" icon in the new change quote or order.
  • Observe automatic recalculation of prices, reflecting changes in Net Sales Price, Total Price, etc.
• Important notes:
  • When selecting "Update price tag(s)", only the "end of Subscription term" option will be available in the "Until" select menu.
  • If other changes exist (e.g., Update Quantity, Update Term), price tag updates will be reflected in existing change lines instead of adding a new Adjust Price line.
  • The system automatically recalculates prices based on the new price tag, updating the Summary Line and related metrics (Delta ARR, Delta CMRR).
• For more information, please consult this article.  

Global method for multiple change order types

• We're excited to introduce a new global method GlobalChangeOrderService.changeOrder() that supports applying multiple changes with different types on assets in a single operation, providing greater flexibility and efficiency in managing subscriptions and assets.
• Supported change types:
  • Renew (includes renew to evergreen)
  • UpdateTerm (includes update term to evergreen)
  • CoTerm
  • UpdateQuantity
  • Cancel
  • EvergreenToCoTerm
  • EvergreenToUpdateTerm
• For a sample Apex code snippet of using this global method, check out this article.

Everything Billing

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

• This release continues to enhance functionality and streamline workflows for users managing invoices and credit memos.
• Finance ops users can now view the credit memo general information, items, and payment applications on the credit memo detail page.
• The invoice detail screen now allows users to update Custom Fields and the following standard fields:
  • Invoice Date
  • Due Date
  • Payment Details
  • Bill To Contact

Customized Billing Groups

• System Administrators can now create customized billing groups and generate invoices based on them independently, providing greater flexibility in invoice management.
• Key capabilities are:
  • Create Custom Grouping Attributes: Access via the "New Grouping Attribute" button in the Manage Grouping Attribute section.
  • Flexible Invoice Grouping: Group invoices based on custom attributes. Users are able to add conditions to fine-tune grouping, with the support for multiple ELSE IF / THEN conditions.
  • Filter Configuration: Use only the selected Grouping Field in filter conditions, allowing multiple conditions for complex grouping scenarios
• Please note that enabled attributes cannot be modified. API names are permanent once created. Only the Grouping Field can be used in filter conditions. For more information about this feature, please refer to this article.

Write-off Invoices

• This release introduces a new invoice write-off API for finance ops users, allowing them to manage bad debts efficiently.
• When an invoice is written off, the system automatically creates a credit memo to zero out the invoice balance. It updates the invoice payment status to "Written Off" in a single atomic operation.
• This API supports various scenarios, including partially paid invoices and those with negative items, and is accessible through a new API endpoint with webhook support. Enhancing financial accuracy and streamlining debt management processes.
• For more information about Write-off, please refer to this article.

Credit Burndown and Usage Term Aligned with Billing Cycle Date

• This feature allows for better alignment of credit burndown subscriptions and usage rating with billing cycles. These improvements offer greater flexibility and accuracy in revenue recognition and provide better alignment with common billing practices.
• Key enhancements:
  • Credit Alignment with Bill Cycle Day
    • New system setting: "Align credits with the subscription's Bill Cycle Day"
    • When enabled, credit generation aligns with the subscription's Bill Cycle Day (BCD)
    • Supports prorated credits for partial periods
    • Applies to new subscriptions, quantity changes, term modifications, and renewals
  • Usage Rating Alignment with Bill Cycle Day
    • New system setting: "Align usage with the subscription's Bill Cycle Day"
    • When enabled, rated usage aligns with the subscription's BCD instead of the subscription start date
    • Improves consistency between billing cycles and usage reporting
• Important notes:
  • These settings are disabled by default
  • Changing the usage alignment setting will affect future usage uploads
  • Unable to upload usage data for dates prior to the latest recorded usage after changing the setting
• To take advantage of these new enhancements, navigate to the Nue System Settings under Revenue Manager. Look for the new settings in the Credits and Usage sections.

Stripe Integration

Pay invoices directly within the invoice notification email

• In this release we introduce a feature that enhances the invoice payment experience for your customers. This feature allows customers to pay their invoices directly within the invoice notification email when your Nue application is connected to a Stripe account.
• A new "Pay Now" button has been added to invoice notification emails sent to customers. Clicking the "Pay Now" button opens the Stripe payment page directly within the email, allowing customers to securely process their payment without leaving their inbox.
• This enhancement translates to a smoother user experience and potentially faster payments for your business.

Nue Platform

Ability to use align related dates with day/month/quarter/year

• This feature allows users to align relative dates with Day, Month, Quarter, and Year, providing more flexible and intuitive date range selections.
• Key enhancements are:
  • Support for relative dates aligned with Day, Month, Quarter, and Year
  • Enhanced filtering options for date and date-time fields
  • Intuitive user interface for selecting date ranges
• This feature addresses several important use cases, such as:
  • Listing all invoices activated in the current month, quarter, or year
  • Listing all invoices activated this quarter and last quarter
• We believe this enhancement will significantly improve your ability to analyze time-based data and streamline your workflow.

Entity enhancements

• This release introduces significant enhancements to support the management of entities within the platform. These improvements allow for better tracking, association, and synchronization of entity information.
• Key enhancements are:
  • Entity Value in Webhook Payloads: Developers can now extract and process entity information directly from webhook responses, enabling more granular automation and integration scenarios.
  • Self-service API Support: Allow developers to create new orders with order products associated with entities using the self-service API.
  • Entity-Based Change Order Creation: The entity value from the existing subscription, asset, or entitlement will be copied to the change order products, maintaining consistency and accuracy.
  • Entity-Based Order Activation and Synchronization: Entity values are carried over when orders are activated and synchronized to Nue.
• For more details, please refer to this article.

Bug Fixes

Lifecycle Manager

Product Option is being required even when the Bundle Product is not selected

• Previously, an error occurred when reconfiguring a bundle that contained a child bundle with a mandatory product group, but the child bundle itself was not selected. This release fixes the issue by allowing users to reconfigure a bundle without selecting a child bundle that contains a mandatory product group, as long as a recommended product within that group is chosen.

The top field shown on a Subscription card is hard coded to the Total TCV field

• The top field on a Subscription card will now be customizable based on the order in which fields are defined in the Subscription Pricing Fields field set. 
• Total TCV will be the default top field, but users can rearrange fields to display a different field. The top field will not be included in the second part of the Subscription card fields list.
• For customers who have already customized the Subscription Pricing Fields field set, they will need to manually ensure that Total TCV is the first field to maintain the expected behavior.

Upgrade Guide

Nue on Salesforce

All Salesforce production orgs were successfully upgraded to Release 2408 as of September 29, 2024.

Following the upgrade, users with the "Nue System Administrator" Permission Set should automatically receive permissions for the newly added components, including Apex classes and custom fields. However, if there are users without the "Nue System Administrator" Permission Set, please ensure the following components are added to their respective permission sets. Failing to do so may cause certain Nue functionalities to not work properly.

QuantityPriceTierAttributeAuraController

QuantityPriceTierAttributeMappingOption

QuantityTierAttributeMappingController

AccountRollupMetricsCalculationScheduler

AutoRenewAccountIterable

GenerateQuotePDFController

FieldTypeUtil

GlobalAssetChangeType

GlobalAssetChangeRequest

GlobalAssetCancelRequest

GlobalAdjustPriceRequest

GlobalCoTermRequest

GlobalUpdateTermForEvergreenRequest

GlobalCoTermForEvergreenRequest

GlobalChangeOrder

GlobalChangeOrderResult

GlobalChangeOrderOptions

GlobalChangeOrderProceedOption

GlobalRenewRequest

GlobalUpdateTermRequest

GlobalUpdateQuantityRequest

MigrateSubscriptionActualTermBatchJob

PriceTagSnapshotService

OrderItem.Ruby__PriceTagSnapshot__c

PaymentApplicationItem__c.Ruby__NegativeDebitMemoItemExternalId__c

PaymentApplicationItem__c.NegativeDebitMemoItemId__c

Quote.DefaultTemplateId__c

Entity__c.Ruby__Locale__c

Entity__c.Ruby__InvoiceTemplate__c

Entity__c.Ruby__QuoteTemplate__c

To add Apex classes to a custom permission set, please follow the steps below: 

(Note: You do not need to do this if users are assigned with Nue System Administrator permission set).  

Step 1: Log in to Salesforce

Log in to your Salesforce org with administrative privileges.

Step 2: Navigate to Permission Sets

• In the top-right corner, click on the Gear icon (Setup) and choose Setup.
• In the Quick Find box on the left sidebar, type Permission Sets.
• Click on Permission Sets under Users.

Step 3: Select the Permission Set

From the list of permission sets, click on the Permission Set to which you want to add the Apex classes.

Step 4: Add Apex Classes to the Permission Set

• Once inside the selected permission set, scroll down to the Apex Class Access section, which is usually under the System section.
• Click on Apex Class Access.
• Click the Edit button in the top-right corner of the Apex Class Access section.

Step 5: Select the Specific Apex Classes

• In the left-hand list, you will see all available Apex classes.
• Select the specific Apex classes you want to add to this permission set. 
• Click the Add button to move them to the Enabled Apex Classes section on the right.

Step 6: Save Changes

Once you’ve added the desired Apex classes to the right-hand column, click Save to apply the changes.

Please use similar steps to add field-level access to a custom permission set.