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Release 2410 - 12/19/2024

Release 2410

Scheduled on Thursday, 12/19/2024

 

 

  • This release introduces several powerful features across quoting, billing, collections, and revenue recognition processes, including Nue Sales Console that allows sales users to use the Quote Builder and Lifecycle Manager directly within the Salesforce Sales Console for a streamlined experience, NetSuite ARM Integration that enables advanced collections in NetSuite and integrates with ARM for revenue recognition capabilities, Payment Rules that allows users to define rules to route invoices to different collection systems for payments, refunds, and credits, and Order Form Generation / Notification that generates multiple order forms for a quote in Salesforce, and send quote emails with the order form embedded.

 

Feature Enhancements

Lifecycle Manager

Sales Console view for Nue on Salesforce

  • This release introduces the support for the Sales Console view in our Nue on Salesforce application. Users now can create a quote or order, and manage customers’ lifecycle and make changes to the subscriptions in a Sales Console view. We also provide a packaged app Nue Sales Console as a reference implementation. Please refer to this how-to guide for details.
  • Benefits:
    • Improved Navigation: Users can now navigate through records in a sidebar and open each record in a new workspace tab, enhancing their workflow efficiency.
    • Enhanced User Experience: The feature addresses several critical issues, ensuring that pages load correctly and context information is preserved within the Sales Console view.
    • Seamless Integration: Our components are now fully compatible with the Console navigation style, providing a consistent experience across different navigation styles.
  • This enhancement ensures that our major functionalities work seamlessly within the Sales Console view, providing a more integrated and efficient user experience. For more details on the Salesforce Console, please refer to the Salesforce Console Introduction and follow the steps to create your own Console view app here.

Send Email with Quote PDF from Quote Detail Page

  • This new feature allows users to send an email with a quote PDF directly from the quote detail page. It provides the following capabilities
    • Email Sending Capability:
      • Sales Representatives can now send an email containing the quote PDF to the customer directly from the quote detail page.
      • The email will be sent to the customer's Order Primary Contact. If this field is not populated or the contact does not have an email address, the quote will not be sent, and a message will be displayed indicating the missing information.
    • Email Template Configuration:
      • Administrators can set the email template used for sending the order form to customers in the Nue System Settings under Order Forms.
      • By default, the pre-built OrderFormEmailTemplate will be used, but users can change it to their own email templates.
    • Magic Link Generation:
      • A magic link for external users to view the HTML version of the quote PDF will be generated and stored in a new URL type field RubyQuotePdfc when the 'Send Email' button is clicked.
      • The magic link will expire 90 days after it is generated. If the link has expired, users will see a message indicating the expiration and can generate a new one.
    • PDF Attachment Options:
      • Administrators can configure settings to attach the generated PDF file to the quote, opportunity, or both in the Nue System Settings under Order Forms.
      • The default option is 'Quote,' but users can choose both options or none based on their business needs.
    • Template Selection and Preview:
      • On the quote detail page, users can select an order form template to preview the quote by clicking the 'Generate Quote PDF' button.
      • The template selection dropdown list supports quick search functionality, and users can set the selected template as the default for the current quote.
    • Attach Order Form to Quote or Opportunity:
      • Sales Representatives can attach the order form to the current quote or the associated opportunity from the preview page.
      • In the Nue System Settings under Order Forms, administrators can find a setting to attach the generated PDF file to the quote, opportunity, or both.
      • The default option is 'Quote,' and users can choose both options or none of them based on their business needs.
      • After clicking the ‘Preview’ button, the HTML version of the quote will be rendered in a new browser tab, and the PDF file will be added to the quote or opportunity as an attachment under the “Notes & Attachments” related list.
  • This new feature streamlines the process of sharing quotes with customers, ensuring a more efficient and seamless experience.

Everything Billing

Payment Rules

  • This feature allows RevOps Admin users to define payment rules to route transactions to different collection systems based on specific criteria. This feature is designed to enhance flexibility and compliance in handling various payment scenarios.
  • Key capabilities
    • Conditional Payment Routing: Users can set up rules to send invoices to different payment systems based on customer location, preferences, invoice amount, currency considerations, and regulatory compliance.
    • Rule Management: Users can create, view, edit, activate, deactivate, and duplicate payment rules. Each rule can be configured with specific conditions and actions, such as routing to Stripe, Quickbooks, NetSuite, sending emails, or doing nothing.
    • Validation and Error Handling: The system ensures that only one active payment rule exists for any given period. Users will receive validation errors if overlapping rules are detected. Additionally, the system provides warnings and error messages to guide users through the rule configuration process.
    • Integration with Invoices and Memos: The payment rules apply to invoices, credit memos, and debit memos. The system will sync transactions to the appropriate payment system based on the active rules.
    • Active Invoices and Credit Memos: Users can see that active invoices and credit memos are transferred to the designated payment system according to active payment rules.
  • Getting started:
    • Enable Payment Rules: Go to Nue System Settings → Everything Billing (Revenue Manager) → Collections and enable Payment Rules.
    • Create Payment Rules: Click on the 'New' button to create a payment rule. Configure the rule with a name, status, start date, end date, description, and conditions.
    • Activate Rules: Once configured, activate the rule to start routing transactions according to the defined criteria.
  • For more information about this feature, please refer to this article.

Ability to Change the Image Size in Invoice Template Builder

  • This feature enables users to change the image size within their invoice templates to better meet their business requirements. Users can now customize the image size beyond the prebuilt options (Small, Medium, Large). It allows for a minimum size of 50px and a maximum size of 300px, providing more control over the appearance of images in invoice templates.

Enhanced Error Handling for Billing Schedules

  • This enhancement significantly enhances users’ ability to manage billing schedules effectively and resolve issues promptly. Here are the key improvements:
    • Detailed Error Information: If an error occurs due to an order product, users will now be able to see comprehensive details about the error. This includes information about the customer, subscription, and specific error details.
    • Improved Troubleshooting: With the detailed error information, users can quickly identify and fix configuration issues that may be the root cause of the error.
    • Enhanced User Experience: This feature aims to provide a smoother and more transparent experience for users managing billing schedules.

NetSuite Integration - ARM Connector

Streamline Your Workflow with NetSuite Integration

  • We are excited to announce the release of our NetSuite Integration - ARM Connector feature, designed to streamline and enhance your experience with NetSuite. This integration allows Admin users to enable seamless communication between Nue and their NetSuite instance for collections and revenue recognition
  • Key capabilities:
    • Advanced Collections
      • Active invoices and credit memos generated in Nue are seamlessly transferred to NetSuite for collection management. NetSuite users can view invoices, process payments, and issue credits directly in NetSuite. This feature implements Nue’s general collection use cases within the NetSuite ecosystem.
    • Fulfillment
      • Active orders, including change orders, are transferred to NetSuite to manage fulfillment processes efficiently.
    • ASC 606 Revenue Recognition
      • Active sales orders, change orders, recurring invoices, and credit memos are transferred to NetSuite in real time as Sales Orders, Return Authorizations, Invoices, and Credit Memos. These transactions are carefully orchestrated to enable the creation and updating of revenue arrangements, ensuring compliance with ASC 606.
    • Transaction Hub
      • Transactions in NetSuite are carefully orchestrated to maintain a clear relationship between Nue and NetSuite. For example, an invoice generated from multiple orders in Nue can be grouped into multiple invoices in NetSuite, with this linkage preserved in the Transaction Hub record. This record is accessible in Nue and Salesforce for easy visibility and traceability.
  • For more information about this feature, please refer to this article.

Avalara Integration - E-Invoicing

Streamlined E-Invoicing with Avalara ELR (Beta)

  • We also released the beta version of the integration with Avalara’s e-invoicing solution to streamline the process of creating and exchanging e-invoices between suppliers and buyers. This integration supports live tax reporting to tax authorities, ensuring compliance with global mandates. Key features include:
    • Mandate Configuration UI: Allows users to define conditions for country mandates and customize mappings for different document types.
    • Integration Management: Users can authenticate, test, and activate the Avalara ELR connection directly from the Nue settings page.
    • Country Mandates Support: Supports mandates for Norway, Sweden, Denmark, Finland, and the UK, all compliant with PEPPOL standards.
    • Functional Permissions: New permissions added for managing Avalara E-Invoicing integration.
    • Scheduled Jobs: Users can configure scheduled jobs to retrieve e-invoicing document statuses from Avalara ELR.
  • The following user scenarios are supported in this integration:
    • Admin users can authenticate into Avalara ELR, configure, test, and activate the integration.
    • Finance operations can manage e-invoicing statuses and document submissions in Nue and Salesforce, ensuring compliance with country-specific mandates.
  • Please refer to this article for more information about this feature.

Stripe Integration

Invoice Number Alignment

  • The feature ensures that the invoice numbers between Nue and Stripe are consistent.
  • We currently support an API to update the invoice number configuration. Please refer to the API documentation here. By default, the configuration is set to “Stripe”. Users with the “Manage Stripe Integration” permission can use the API to update this configuration.
  • When the configuration is set to “Nue”, the Nue invoice number will be populated in Stripe as the invoice number upon activation, instead of Stripe’s default numbering scheme. Please Note: If the auto-generated Nue invoice number exceeds 26 characters, when the invoice is transferred to Stripe, it will use Stripe's default invoice numbering scheme due to a Stripe limitation.
  • Once the invoice is transferred to Stripe, the mirrored invoice reflects the same invoice number as the one in Nue. This alignment simplifies reconciliation, aids in accurate reporting, and enhances the customer experience by providing clear, consistent references for invoices across both systems.

Bug Fixes

Lifecycle Manager

Pricing Plugin Causes an Error When a Quote's Term is Changed and Creates Ramps

  • Previously, users encountered an error when changing a quote's subscription term from 1 year to 3 years if the quote already included a product. This error, specifically an 'Attempt to de-reference a null object' error, occurred due to the interaction between the pricing plugin and the ramp discounts applied to recurring products. This issue has been resolved in this release. The pricing plugin will now correctly handle the term change and apply the appropriate discounts without causing any disruptions.

Product Configurator Description Field Issue

  • This fix resolves the issue where both Product Description and Description fields were displayed as separate columns due to having the same API name. Now, the Product Configurator correctly distinguishes between these fields, ensuring that only the intended column is added to the table.

Everything Billing

Invoice Payment Error Fix

  • Previously, when an invoice with a balance of 0 was paid again, the system did not provide a clear error message. With this fix, users will now receive a clear and valid error message if they attempt to pay an invoice that has already been fully paid.
  • The error message will state: 400 BAD_REQUEST
    • Error Type: INVALID_ARGUMENT
    • Error Code: INVOICE_BALANCE_ZERO
    • Error Message: An invoice with a balance of 0 cannot be paid.

One-Time Product End Date Population

  • The End Date for One-Time products will now be automatically populated with the Start Date if it is initially null. This ensures that all orders, including those with One-Time products, are successfully processed and synced with RightRev without any validation errors.