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Lifecycle Manager Settings

This page contains all the Lifecycle Manager settings in the Settings → Lifecycle Manager category.

Quotes and Orders

Section	Label	Descriptions
General	Split Included Units into a separate line item	When enabled, users can split a quote or an order in Nue on Salesforce.
General	Calculate metrics on a daily basis	When selected, Today's ARR, Today's MRR and other recurring metrics will be calculated on a nightly basis.
Order Activation	Product Category and Order Activation Mapping	Select which Product Category can be mapped to which object (including custom object) during order activation. For example, ‘Recurring Services’ product category is by default mapped to Subscription. Therefore, when an order is activated, the order products having ‘Recurring Services’ product category are converted to Subscriptions.
Quotes	Sync primary quote line items to opportunity products	If enabled, the primary quote line items will be synced to the associated opportunity as opportunity products, and the Opportunity Amount will be updated to the total amount of the primary quote. Default value: True
Quotes	Sync primary quote line items for closed opportunity	If enabled, the closed opportunity are still synced with its primary quote Default value: False
Quotes	Allow quote split into multiple orders	If enabled, a quote can be split and finalized to multiple orders at quoting stage. Default value: False
Order Generation	Only allow order generation from approved quotes	If selected, only quotes in approved status may be generated into an order. Default Value: False
Order Generation	Only allow order generation from primary quotes	If selected, only primary quotes may be generated into an order. Default Value: False
Order Generation	Automatically finalize primary quote into an active order when the opportunity reaches stage	When an opportunity reached the specified stage, its primary quote will be automatically converted to an active order. Default Value: Closed Won Available values: (This should be read from the Opportunity Stage picklist values)
Order Generation	Finalize a quote with draft line buckets	Determines what happens when a quote is finalized with ‘Quote Split’ feature enabled. Available options are: Automatically finalize all draft line buckets into individual new orders (Default Option) Finalize the quote into a new order, and copy all draft line buckets into the order
Order Generation	Automatically finalize primary quote into an active order when the opportunity reaches certain stage	When an opportunity reaches a certain stage, its primary quote will be automatically converted to an active order. By default, the stage is selected as Closed Won.
Orders	Allow order updates after an order is generated from quote.	If selected, orders can be further updated after they are generated from quotes. Default Value: True
Orders	Use the net sales price of the last subscription term	When a subscription is renewed, use the Net Sales Price of the last subscription term as the renewal price.
Orders	Allow cancel an active order	If selected, active orders that do not have active invoices can be canceled.
Orders	Change Cart Checkout Options	Please select the available checkout options that are suited for your business requirements: Create a new quote Create a new order Add an existing quote Add an existing order Default Values: By default, all 4 options are selected.
Product Configurator	Default View	The default view of the product configurator. Available values are: Grid View (Default) Show Product Image (Default to True) List View Default Page Size (Default to 20)
Line Editor	Default Page Size	The default page size of the line editor in Quotes or Orders. Default to 20.
Line Editor	Default Visibility of Ramp Lines	Determines the default visibility - Expanded vs. Collaposed - of ramp lines in the line editor. Default ot Expanded.
Customer Lifecycle	Customer Lifecycle Tabs	Dsiplay the selected tabs in the Customer Lifecycle page: General Information Orders Subscriptions Assets Entitlements Invoices Credit Memos Usage Credits By default, only General Information, Orders, Subscriptions, Assets and Entitlements are being displayed.

Subscriptions

Section	Label	Descriptions
General	Default Subscription Term	The organization-level default subscription term.
General	Subscription Term Basis	Subscription Term basis determines the number of days between 2 dates (Start Date, End Date). Available values are: 30/360 (Default) Actual Days in a Month / Actual Days in a Year Actual Days in a Month / 360 Actual Days in a Month / 365 European 30/360
Change Types	Direct Sales	Subscription Changes Types supported for the direct sales motion. Available values are: Update Quantity Update Subscription Term Renew Reconfigure Upgrade & Downgrade Pause & Resume Skip Cancel By default, the following options are selected: Update Quantity Update Subscription Term Renew Reconfigure Cancel
General	Allow back-dated change orders	Determines if back-dated order changes are allowed. If enabled, then users will be able to update quantity, update term that takes effective earlier than today’s date.
General	Calculate added quantities in a change quote or order	Determines how added quantities in a change quote or order of an existing subscription are calculated. Available options include: not considering the booked price of the existing subscription (Default Option) considering the booked price of the existing subscription For example, if a user subscribes to a service with monthly price $100, with 10 users for a year. The company gave a 10% one-time discount. So the total amount of the subscription is $10,800. If the user adds another 10 users on the 7th month mid-term, Not considering the booked price of the existing subscription: The total price of added 10 units in the last 6 months is $6000. Considering the booked price of the existing subscription: The total price of 20 units in the last 6 months is $12, 000. The user has already booked $10,800 * (6 / 12) = $5,400. Thus the total price would be $6,600 ($12,000 - $5,400).
General	Generate or regenerate monthly delta ARR for active orders	Generate or regenerate monthly delta ARR for active orders for ARR reporting.

Renewals

Section	Label	Descriptions
General	Default Renewal Term	The organization-level default subscription renewal term. It can be a specific number, or the current subscription term. Available values are: A number (default to 12) Current Subscription Term (Use number 0 to indicate the Current Subscription Term)
General	Auto Renew	Enable Auto-Renew. Once this is turned on, an auto-renew job will be scheduled on a nightly basis.
General	Use Net Sales Price of Last Subscription Term for Auto Renewal	Use the net sales price of the last subscription version during auto-renew process only. If this option is not enabled, but 'Use the net sales price of the last subscription term" option is enabled for change orders in general, we will also use the net sales price of the last subscription term for renewals, including manual renewals and automatic renewals.
Renewal Notification	Customers' contacts will be notified for the upcoming renewal 30 days for the upcoming renewal before the subscription end date. We will use autoRenewalEmailTemplate email template to send the notification email.	System Admin can set up the Renewal Notification Preferences, including: Renew X days before subscriptions' End Date Configure email template for the Renewal notification. Setup filters to only send notifications for specific customers or subscriptions Once enabled, the scheduled job will look for all active subscriptions whose end date is X days later (X is configured by the customer), and send out an email notification to the Customer Authorized By (contact) of the subscription. If this field is null, then take the first contact of the associated account. Please see a Renewal Template Example here. The template can be configured in Salesforce. When the user wipes out the first field (the number of Days) with the setting enabled, then Nue will send out the renewal notification to customers' contacts 30 days (default) before the subscription's End Date.
Automated Renewals	Renew auto-renewed subscriptions 2 days before their subscription end date. Automatically generate renewal quotes 90 days before their subscription end date. Automatically generate renewal opportunities with Record Type. Renewal	The Auto Renewal Scheduled Job will look for all active subscriptions whose end date is within 2 days (unless configured differently), and renew them in batches. Subscriptions will be grouped by Account, and one order will be created to contain renewals for all subscriptions in this account. During renewal, orders are created and activated. Newer versions of subscriptions are created. Change history records are created. Automatically create quotes or opportunities If it is configured to automatically generate renewal opportunities 2 days (unless configured differently) before the subscription end date, Nue will run a scheduled job to create Renewal Opportunities and Renewal Quotes for the subscriptions ending 2 days (unless configured differently) later. Disable auto-renew If the admin user would like to disable the auto-renewal of subscriptions (instead, only renewal quotes and opportunities are generated for the renewals), they can wipe out the first field as shown in the screenshot below. In this case, the auto-renewal will not happen. However, if the checkboxes are checked, the renewal opportunities and renewal quotes for the auto-renew subscriptions will still be generated.

Renewal Template Example

Hi {ContactName}

Thank you for being a loyal customer of {$productName} in the last {$subscriptionTerm} {$uom.TermDimension}!
We wanted to remind you that you’ve chosen the automatic renewal option. Your subscription will be renewed with [$quantity]{$uom.quantityDimension} for another {$renewalTerm}{$uom.termDimension} on [$subscriptionEndDate + 1]. If you wish to stick to your current plan, no action is required. If your billing information has changed, you can update your payment details here.
Our entire team is dedicated to ensuring your [$productName] experience is first-rate. If you have any questions, concerns, or suggestions, simply reply to this email and we’ll get back to you with a prompt response.

Thanks,
{User.Name}