Release 2409
Scheduled on Sunday, 11/10/2024
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Feature Enhancements
Price Builder
Ability to use custom quantity tier attributes for price tags
- This feature allows for more flexible and dynamic pricing based on custom quantity tiers, enabling pricing and discounts to be determined by factors beyond just the line item quantity, such as the number of users, integrations, or any other relevant metric.
- Key capabilities are:
- Custom Quantity Tier Attributes: Admin users can now create up to 10 custom quantity tier attributes. Attributes can be mapped to numeric fields on related objects (Quote, Order, Opportunity, Account, or custom objects). Accessible via Settings -> Price Builders -> Quantity Tier Attributes.
- Enhanced Price and Discount Tags: New "Quantity Tier Attribute" field available when creating price or discount tags. It allows selection of a custom attribute to determine pricing tiers. Applicable for volume-based pricing models with quantity as the UOM dimension
- Dynamic Pricing at Quote/Order Time: Pricing tiers are now determined by the selected quantity tier attribute value. It supports various scenarios like user-based subscription plans or integration-based discounts.
- Change Order Support: Update Quantity, Update Term, and Renewal change orders now consider the current quantity tier attribute value. A new option "True up price to current quantity tier" has been added to the modal popup for Adjust Price change orders.
- Line Prices Recalculation: Sales reps can recalculate line prices based on the latest quantity tier attribute values.
- To start using this feature:
- Navigate to Settings → Price Builders → Quantity Tier Attributes
- Create your custom attributes and map them to relevant fields
- Use these attributes as quantity dimensions your price and discount tags
- Update your quoting processes to leverage the new dynamic pricing capabilities
- For more information about this feature, please refer to this article.
Lifecycle Manager
Customizable list view fields in the Product Configurator
- Sales reps can now personalize their list view layouts with browser-persistent configurations, while administrators can manage field visibility through the following field sets: Product Columns on Product object, Product Option Columns on Product Optio object, and Product Configurator Columns on Quote Line Item object.
- The enhancement maintains backward compatibility, and doesn't affect the grid view functionality. For more information, please reference Nue on Salesforce Layout Configuration.
Custom filter management permissions
- In this release we've introduced granular permissions for managing product filters in the Nue Product Configurator on Salesforce. The following three new permissions have been added:
- Create Nue Custom Filter: Allows users to create new custom filters and manage their own filters
- Edit Nue Custom Filter: Enables users to modify any existing custom filters
- Delete Nue Custom Filter: Permits users to remove any existing custom filters
- Filter ownership and permissions
- New filters are automatically assigned to their creator
- Existing filters will not have an initial owner. First editor of an ownerless filter becomes its owner.
- Users can always manage their own filters
- Editing others' filters requires the "Edit Nue Custom Filter" permission
- Deleting others' filters requires the "Delete Nue Custom Filter" permission
- This feature provides organizations with better control over who can create, edit, and delete custom filters, improving filter management for larger teams. For more information, please check out this article.
Everything Billing
Ability to modify subscription billing periods during renewal
- Sales reps can now change subscription billing periods (e.g., from quarterly to annual) when creating change orders or quotes, providing much-needed flexibility in billing management.
- When creating a change order, users can modify the billing period on the general page, with a confirmation dialog to decide whether to override all existing line items' billing periods or maintain their original settings.
- The billing period field is editable for summary line items in the line editor while remaining read-only for change lines, ensuring consistent billing period updates across related items.
- After activation, the new billing period is synchronized with Nue and applies to any unbilled terms, meaning if a quarterly subscription has been partially billed and is changed to annual, the remaining period will follow the new annual billing cycle.
Rate and bill usage based on the Sales Account's timezone
- We're introducing account-level timezone management to ensure accurate usage calculation and billing based on each customer's specific timezone.
- Key improvements
- Salesforce Account Timezone Management
- Added new picklist field Ruby__Timezone__c to Account object
- Timezone options match Nue Organization Timezone selections
- Automatic timezone inheritance for new subscriptions during order activation
- Existing subscriptions maintain their current timezone settings
- Usage Rating and Billing Enhancements
- Usage rating now respects customer's timezone settings
- Improved billing schedule management for multi-timezone operations
- Enhanced usage grouping based on subscription timezones
- Salesforce Account Timezone Management
- This feature addresses critical timezone-related issues affecting usage aggregation and invoice generation for customers operating across multiple timezones.
UI enhancements to Invoice detail and Credit Memo detail screens
- Finance operations users can now manage an invoice directly from the invoice or credit memo detail page with the ability to activate, cancel, or delete the invoice or credit memo.
- The credit memo detail page now offers comprehensive visibility into associated invoices, displaying key information such as amount, balance, dates, and payment status, creating a more streamlined billing management experience.
Collections webhook events
- Collections webhook events are essential for integrating Nue with external collection systems like QuickBooks or NetSuite. They enable real-time synchronization, ensuring that payment updates or status changes are instantly reflected in Nue without manual intervention.
- Webhook events introduced in this release
- Invoice Payment Processed: Triggered when an invoice payment attempt succeeds.
- Invoice Refund Processed: Triggered when an invoice refund attempt succeeds.
- Invoice Paid: Triggered when an invoice payment status is marked as paid.
- Invoice Refunded: Triggered when an invoice payment status is marked as refunded.
- Invoice Written Off: Triggered when an invoice has been written off or partially written off.
- Invoice Unpaid: Triggered when an invoice has been unpaid.
- Credit Memo Applied: Triggered when a credit memo is applied to an invoice or a debit memo.
- Credit Memo Unapplied: Triggered when a credit memo is unapplied from an invoice or a debit memo.
- For detailed information about Nue webhooks, please refer to this article.
Support Segoe UI Light font style for invoice templates and order forms
- Users can now choose the Segoe UI Light font style for their invoice templates and order forms. This enhancement allows for greater flexibility in document design, ensuring that users can maintain a consistent and professional appearance in their business communications.
Nue Platform
Pre-built permission sets for different roles
- This release introduces a set of predefined permission sets tailored to various user roles within Salesforce, aiming to simplify the permission configuration process for customers by providing role-specific permissions out of the box.
- Salesforce limitations prevent packaging standard objects and fields into a prebuilt fieldset. Users must follow the setup guide to add these manually to the "Nue Basic" and "Nue System Administration" permission sets after installing the Nue on Salesforce package.
- Detailed documentation and setup guides are available at: Nue on Salesforce Permission Sets.
Configure language locales and document templates for entities
- In this release we've added the ability to configure Language Locale and document templates at the entity level for more granular control over Invoice and Quote PDF generation.
- Three new fields have been added to the entity create/update UI:
- Language Locale: Default to the Language Locale of the organization. The language locale of the entity will be used to format the currency, numbers and dates in the PDF. If there is no Language Locale, then the organization locale will be used.
- Invoice Template and Quote Template: Entity-level templates serve as fallback options when no specific template is set on the Invoice / Quote.
- Please note that existing PDFs and templates are not affected by this change.
Bug Fixes
Lifecycle Manager
Price tag propagation from Parent to Child is not working as expected
- This issue affected the workflow of sales reps who rely on pre-applied price tags at the parent bundle level to streamline their quoting process. The recent fix addresses the propagation issue, ensuring that price tags are now correctly applied from the parent bundle to all child bundles.
Unable to close won opportunities when their quote names are longer than 80 characters
- We have implemented a fix that automatically truncates the quote name to 80 characters when closing a won opportunity. This ensures that users can now close won opportunities without encountering errors, even if their quote names are longer than 80 characters.
Subscription renew stuck to Year instead of Month and default to 12
- Previously, when renewing a subscription with a default term of 12 months, the renewal dialog incorrectly defaulted to years and could not be switched back to months. This bug has been fixed to ensure that the renewal dialog now correctly allows users to select between months and years.
Quote Header subscription term is not updated when the Quote Line Items are updated
- Previously, when users created a quote with a bundle and then updated the Quote Line Items, the Quote Header subscription term did not update accordingly. This issue has been resolved. Quote Header now accurately reflects the subscription term based on the earliest Start Date and the latest End Date of the Quote Line Items.
The Min/Max/Allow editing of product quantity on a product option in a bundle is not enforced on a Quote Line Item when the Quote Line Item has ramp lines
- Previously, there was a problem where the Min/Max/Allow editing of product quantity on a product option in a bundle was not enforced on a Quote Line Item when the Quote Line Item had ramp lines. This issue has been fixed in this release. The fix ensures that the Min/Max/Allow editing of product quantity settings are consistently enforced on Quote Line Items.
Editing pre-applied ramp tags adds extra ramp lines on top of the previous ramp tags
- Users experienced issues with unnecessary ramp lines, inability to delete ramp lines, and reversed start and end dates when editing pre-applied ramp tags on quote lines. This issue has been resolved. The bug fix ensures accurate application and deletion of ramp tags, enhancing the usability of the ramp tagging feature.
The pricing fields on default line bucket won't update with changes on the quote
- The pricing fields on the default line bucket were not updating with changes made on the quote. Specifically, when a discount amount was modified on the quote header, the default line bucket did not reflect this change, leading to discrepancies in the discount amount and total price/amount on the generated order.
- The issue has been resolved. Now, when the discount amount is updated on the quote header, the default line bucket will correctly reflect the new discount amount, ensuring accurate pricing and totals on all generated orders.
Sales price for the updated quantity is incorrect when updating the quantity of an asset in an order
- Previously, when updating the quantity of an asset in an order, the sales price for the updated quantity was incorrectly calculated, resulting in a negative discount. We have fixed this issue in this release. The system now correctly calculates the sales price for the updated quantity without applying a negative discount, ensuring accurate and consistent pricing for all orders.
Quote line billing period gets overwritten by header level billing period upon order creation
- Previously, when creating an order from a quote that included line items with different billing periods (e.g., Annual and Monthly), all line items would inherit the billing period from the quote header level.
- With this fix, the billing period set at the quote line level will now be preserved upon order creation. This ensures that users can maintain the intended billing periods for each line item, providing greater flexibility and accuracy in billing.
Before/After Calculation on UI Plugin does not show the correct value of Quote custom field in the header
- We've fixed a critical issue where the Before/After Calculation UI Plugin wasn't reflecting updated values of Quote custom fields in the header, instead persisting the original value throughout subsequent changes.
- The fix ensures that when Quote custom field values are updated in the header, the plugin now correctly displays and uses the current value for calculations, particularly important for implementations using these fields for custom UI Plugin calculations.
Everything Billing
Unable to delete canceled orders from Nue
- When attempting to delete a canceled order in Salesforce, the system reported an error and the order was not deleted from Nue. This issue has been resolved in this release.