Release 2307 - 08/14/2023

scheduled on monday, 08/14/2023 this update introduces calculate taxes with avalara integration for seamless tax calculations, credit proration docid\ tjzaggyrwg 9f5hzlcj96 for accurate term adjustments, and billing account hierarchy docid\ siyxcba1wd0iquqqygk29 for larger organizations to manage their billing processes effectively, and many more! docid docid feature enhancements docid nue price builder ability to create nue tax codes and select from the list of nue tax codes when creating a product or a bundle admin users can create a list of nue tax codes that each is associated to an avalara tax code according to the company's needs users can create a product or bundle by selecting from the list of nue tax codes ability to default uom, revenue model, activation object, and tax code based on the product category when creating a new product or bundle admin users can configure mappings between product category and revenue model, activation object, uom and tax code when a user creates a product or a bundle, the values of uom, revenue model, activation object, and tax code will default to the corresponding mapped values the user can override the default values show tax mode and tax code when creating a product or a bundle when and only when avalara integration is active when and only when a user configures avalara tax integration, the taxation is enabled in nue we'll show 2 additional fields tax mode and tax code when and only when taxation is enabled docid docid nue lifecycle manager be able to show the product search results by default in the line editor a new system setting is added in the quotes and orders category named automatically list all active, independently sellable products when the product selector launches in the line editor by default, this option is disabled if this setting is enabled, when a user creates a new quote or order, and navigates to the line editor page, the product selector panel flies in from the right side, and all active, independently sellable products will be automatically displayed in the search results, as if the user has clicked on the 'search' button users are allowed to cancel an active order only when the user is granted with 'cancel order' custom permission in addition to 'allow cancelling an active order' system setting, we added a new custom permission named 'cancel order' in nue on salesforce this custom permission is added to nue system admin permission set by default when and only when the system setting is enabled, and the user is granted with 'cancel order' custom permission, the user is able to cancel an active order ability to use net sales price to renew subscriptions in the auto renew process only currently, we have a “use net sales price of last subscription term” configuration applicable for all types of changes however, in many cases, this configuration option is desired only during auto renew process so we introduced a new configuration setting "use net sales price of last subscription" under renewals settings so that this is only applicable during the auto renew process by default, this option is disabled ability to create evergreen subscriptions (beta) many subscription businesses, especially those selling to consumers, want to offer evergreen subscriptions evergreen subscriptions are like "good until canceled" subscriptions, where customers are automatically charged for their subscription fees until they cancel examples of companies offering evergreen subscriptions are netflix, amazon subscriptions, blue apron, and others we introduce the ability to quote, sell and manage evergreen subscriptions in this release for more information, please check out evergreen subscriptions docid 5bgbk4cqwhflcdhptd4se ability to enable and disable order split in nue on salesforce we added a new system option under quotes and orders → order generation named ' allow orders to be split into smaller orders ” this system setting is independent of the system setting "allow quotes to be split into multiple orders" when this setting is enabled, users will see 'split lines' page when creating or editing an order and then split an order into multiple smaller orders by default, this option is disabled when this option is disabled, option "finalize the quote into a new order, and copy all draft line buckets into the order" is also disabled when a quote having line buckets is finalized into an order, all the line buckets will be automatically finalized individual orders docid docid nue billing accelerator billing account hierarchy (beta) when selling products or services for larger companies with many departments, divisions, or subsidiaries, normally in the crm system, there will be an account hierarchy created for these parent child relationships in this case, each child account might place its orders separately but bill via the same billing account from its parent company in other cases, a customer might have different billing information for different products or services to support these complex billing scenarios, we introduced billing account hiearchy feature to our nue platform for more details about this new feature, please reference billing account hierarchy docid\ siyxcba1wd0iquqqygk29 be able to calculate tax amounts for invoices and credit memos during billing process when taxation is enabled when admin users setup avalara connection, the taxaction will be enabled in nue after taxation is enabled, tax amounts will be calculated for invoices and credit memos during the billing process for order products configured with tax code and tax mode be able to see the transaction transfer status for stripe for each invoice and credit memo, and issue manual transfers to stripe in nue app, in the invoice and credit memo lists, there is a new column 'transaction hub', where users can view the transaction transfer status with stripe for each invoice and credit memo in real time users can also transfer the transactions to stripe manually this can be used to recover the transaction transfer when errors occur during the automatic transfer docid nue usage accelerator ability to synchronize usage records to salesforce a new system setting "synchronize usage to salesforce" is added so that rated usage records can be optionally synchronized to salesforce you can enable this option to use the synchronized usage records to configure salesforce flows or notifications once the usage amounts reach certain thresholds, and build daily and monthly usage reports ability to show usage chart in the lifecycle manager when users navigate to the lifecycle manager > usage tab, they are able to see the usage chart and usage metrics for this customer, in addition to a list of usage records ability to view credits applied for each usage record in nue and nue on salesforce on the usage list in nue and nue on salesforce, there is a new field named 'credits applied', which shows the number of credits applied for this particular usage records this is applicable to the credit burndown pricing scenario ability to prorate credits for subscriptions in credit burndown revenue model when mid term changes occur credit proration for subscriptions involves adjusting charges or providing credits to subscribers based on the remaining time in a billing cycle when changes are made to their subscription plan this process ensures subscribers are billed accurately for the portion of the subscription they have used or are entitled to we introduced a new system option to enable credit prorations when mid term changes occur for subscriptions in credit burndown type for more information, please refer to credit proration docid\ tjzaggyrwg 9f5hzlcj96 ability to rate overage usage using the credit conversion rate and net sales price of the order product when rated credits are not consumed from the customer’s credit pool because of insufficient balance, these credits will be billed in the next billing cycle since every product has its own sales price, when billing for these products, users should be able to bill each product by its net sales price instead of the credit’s list price docid docid bug fixes docid nue price builder an unexpected error occurs when deleting a product from product catalog in nue app this was identified as a regression it is fixed now users can delete a product successfully when creating a price tag or discount tag, the starting unit and ending unit cannot be negative negative starting and ending units can cause issues when creating quotes or orders this bug is fixed docid nue lifecycle manager an error may occur after cancelling more than one change orders associated to multiple versions of the same subscription in the case where there are multiple change orders leading to multiple versions of the same subscription, e g , a subscription is renewed multiple times, when the user cancels more than one change orders, the subscription sometimes rolls back directly to version 1 of the subscription this is caused by incorrect values of 'last versioned subscription" field of the older versions of the same subscription this issue is fixed, and a database migration script will be applied to fix the existing data docid docid nue billing accelerator after cancelling an invoice, the payment status of the invoice should match the status of the payment, instead of 'canceled' previously, if an invoice is canceled, the payment status of the invoice was changed to ‘canceled', this is not always correct since the payment could be refunded in the payment system we fixed this issue to make sure the payment status in nue correctly reflects the payment status in the payment system, e g , stripe if the status in stripe is void, then after the invoice is canceled, the payment status of the invoice becomes 'canceled' if the status in stripe is paid, then after the invoice is canceled, the payment status of the invoice becomes 'refunded' docid docid