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 quote and order split docid\ uywunaqmbqgsrpessui68 in nue on salesforce general calculate metrics on a daily basis when selected, today's arr, today's mrr and other subscription and order metrics docid\ vbhazrkjrqlpqira96jod will be calculated on a nightly basis general allow addition of subscription changes, directly inside the line editor wheni enabled, sales reps will be able to stack additional changes directly inside the line editor on change quotes or change orders default value off 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 quotedefault 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 quotes override all line bucket field values with modifications made on the quote/order header when enabled, updates made to quote header fields for a saved quote will override the corresponding values in associated line buckets disable this setting to prevent changes on quotes from affecting existing line bucket values default value off 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 a draft order when the opportunity reaches this stage when an opportunity reaches the specified stage, its primary quote will be automatically converted to a draft order this generated draft order will be set as the primary order of the quote 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 wonavailable 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 changed, use the net sales price of the last subscription term as the renewal price orders use conditional pricing logic when a subscription is changed, use the net sales price of the last subscription, if there are no system price tags or discount tags else apply one or more of the following to your current list price latest price tags & discount tags original discounts orders allow cancel an active order if selected, active orders that do not have active invoices can be canceled orders sync draft orders with their associated quotes when the orders serve as the primary orders when a draft order is linked to a primary quote, any updates to the order will trigger a reverse synchronization of its header attribute values and all line items to the associated quote, if the order is also the primary order of the quote the default value is false 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 decimal places configurator set the number of decimal places displayed on the quote/order builder for selected fields, based on uom and currency combination (if applicable) select the field (e g , list price, net sales price, discount) and currency you wish to configure & optionally filter by uom (unit of measure) choose the desired decimal precision (0–3) using the standard number selector; default is 2 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 decimal places configuration example 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 convert free trial adjust price 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 general co term options set the subscription co termination settings for the organization enable co term options ✅ yes – allows users to select whether to co term and choose from available co term options users can select the “do not ask me again” checkbox when co term prompts appear to save their preference and prevent future prompts ❌ do not co term – disables co terming, and users will not have access to co term options the subscription end date will be automatically determined based on one of the following criteria aligning with the bundle subscription end date, the quote’s subscription end date, or subscription start date + subscription term 🔄 always co term (user selected date) – co terming is enforced, but users can manually choose to co term with another subscription or group of subscriptions 📅 always co term (auto select furthest end date) – co terming is enforced, and the system automatically selects the latest subscription end date from all active subscriptions under the account please refer to co term subscriptions docid\ v0suhdgucr3gw6j3zs1jz for more details 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 general adjust price on renewal system admin can enable a price uplift for all or selected subscriptions upon renewal configure filters for subscriptions to which the price uplift should be applied a custom price tag can be applied for the uplift general allow early renewal determines whethe renewals can be initiated before the current subscription term ends 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 lifecycle manager settings /#renewal template example 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 days before their subscription end date finalize renewal quotes into active orders when they reach accepted/in review/approved status finalize renewal quotes only if they are primary quotes purge auto renewal status records after 6 months automatically generate renewal quotes days before their subscription end date automatically generate renewal opportunities with record type generate one quote or order for each top level subscription upon renewal automatically renew subscriptions if "renew auto renewed subscriptions days before their subscription end date" checkbox is checked, the daily 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 children subscriptions are auto renewed together with their parent subscriptions if admin users want to ensure more control over which renewal quotes become active orders when above option is checked check "finalize renewal quotes into active orders when they reach accepted/in review/approved status" to ensure only vetted quotes at a certain status become active order check "finalize renewal quotes only if they are primary quotes" to limit non primary quotes from automatically becoming active orders periodic purging of auto renewal status records system admin can schedule a job for periodic purge of auto renewal status records automatically create quotes or opportunities if it is configured to automatically generate renewal opportunities 90 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 90 days (unless configured differently) later if admin users want to generate renewal quotes and opportunities before the subscription end date —allowing sales reps to negotiate upsells and renewals manually —but do not want the system to auto renew subscriptions upon expiration , they can enable the following configuration options enable "auto renew" uncheck "renew auto renewed subscriptions days before their subscription end date" option check "automatically generate renewal quotes days before their subscription end date" option check "automatically generate renewal opportunities with record type " option if admin users want to generate different renewal quotes or orders for each top level subscription instead of grouping all renewals into a single quote or order they can check the "generate one quote or order for each top level subscription on renewal" these renewal quotes or order will be automatically associated with individual renewal opportunities with this setup, sales reps can renew subscriptions by closing/winning the renewal opportunity , while still having the flexibility to renew subscriptions even after the end date if needed 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}