Release 2310 - 11/12/2023

scheduled on sunday, 11/12/2023 this update introduces service milestones and milestone based billing docid\ co dai3q 89nmwquyryk , preview invoices docid\ xwrdznoirrsjg9brcbmp6 enhancements to billing account hierarchy docid\ siyxcba1wd0iquqqygk29 , ux enhancements to product and bundle creation flows, and much more! docid docid docid feature enhancements docid nue price builder ability to create products while building a bundle while building a bundle, users can quickly create products inside of a bundle, which can be immediately used as product options of the bundle enhance product and bundle creation page to introduce foldable sections we have updated the ux of the create product and create bundle page so that fields are organized into foldable sessions users can also create custom sessions and custom fields using apis product layout and compact layout updated in nue on salesforce a new product layout ( nue product layout 2310 ) is added to nue on salesforce, aligned with the updated layout in nue at the same time, a new product compact layout (nue product compact layout) is added please assign these new product layouts to your user profile, for all record types product, bundle, and multi attributes product sku and product code fields are generally in sync in nue on salesforce we generally keep product code the same as product sku using triggers, unless the product code is explicitly set differently as product sku ability to unpublish a product or a bundle for self service access after a product or a bundle is published for self service access, the user can click 'unpublish' button on the product or bundle edit page to unpublish the product or bundle once the product or bundle are unpublished, it may no longer be accessible using the self service apis to create new orders ability to republish products or bundles that are already published a new button 'republish' is available on the product catalog page to republish all products, bundles, and their related objects that are already published for self service access a new api is also introduced post {{endpoint}}/api/catalog/products\ republish docid nue lifecycle manager ability to preview invoices for quotes and orders often times, while creating a quote or an order, sales reps may want to create an order form that shows the first invoice, or invoices that span the entire subscription term of the quote, especially when this is a multi year subscription with complex pricing now sales reps can click 'preview invoices' button on a quote or an order to preview the invoices, and have an option to save the previewed invoices so that they can be made available on the generated order form for more details, please refer to preview invoices docid\ xwrdznoirrsjg9brcbmp6 ability to create service milestones and generate invoices based on milestone dates within nue, products under the one time revenue model are typically billed as one time charges in this release, nue allows users to define two or more service milestones for these one time products and services these service milestones serve a dual purpose, functioning both as billing schedules and as milestones for fulfillment and provisioning please refer to service milestones and milestone based billing docid\ co dai3q 89nmwquyryk for more information ability to change the billing account when creating a change quote or order when a user creates a change quote or order, she has the option to change the billing account of the quote or order after the billing account is changed, all future charges for subscriptions, assets and entitlements associated to this quote or order will be billed to the new billing account renamed 'reapply price tags' in the line editor to 'recalculate' with a better informational message upon clicking on 'reapply price tags' button in the line editor, nue reapply all applicable price tags, and recalculate the prices so the button is renamed to "recalculate" with a better informational message ability to cancel an evergreen subscription users can cancel an evergreen subscription in the lifecycle manager docid nue billing accelerator ability to support billing period configured at the system, account, product, and line level once administrators set the default billing period (e g , monthly, annually, quarterly) at the organizational level, users can customize this setting for specific products, accounts, quotes, orders, quote line items, or order products when creating a quote or order and adding products, nue applies predefined inheritance logic to establish the billing period for each line after activating an order, the billing period value associated with each order product governs the actual billing frequency for that product ability to generate invoices for each sales account that shares the same billing account in nue, multiple sales account in the same account hierarchy may share the same billing account in this case, customers may want to generate an individual invoice for each sales account that shares the same billing account to support this scenario, a new system setting "generate invoices for each sales account" needs to be enabled ability to add a comment when activating invoices of a billing job users can add a comment when clicking on the 'activate' action icon on a completed billing job to activate all invoices and credit memos generated by this billing job ability to align the billing period and payment term of an account with the values on its initial order or subscription admin users can configure the billing period and the payment term of accounts to align with the values on their initial order or subscription for example, if the billing period configured at the organization level is annually, but a customer negotiated a term to bill quarterly the sales rep can change the primary quote's billing period as quarterly after the opportunity is closed won, it is expected that the first invoice generated will be for the first quarter only the sales rep does not have to also remember to set the billing period of the account as quarterly new field 'transaction amount without tax' added to both invoice item and invoice item detail objects a new field 'transaction amount without tax' field is added to both invoice item and invoice item detail object it is calculated as transaction amount tax amount this field is used as transaction amount ingested into rightrev docid nue usage accelerator ability to view and manage credit pool details associated to a billing account, instead of a sales account, when the sales account and billing account are not the same this is available when credit burndown revenue model is used when the credit pools (including both credit type and cash type) are enabled, at operational time, they will be associated to the billing account of the sales account (that places the order), if the billing account is different from the sales account the rated usage will also consume the credits from the subscription's billing account ability to upload raw usage using either sales account id or billing account id when the sales account is different from the billing account for a usage subscription, users can use either account id to upload the raw usage record after the usage is uploaded, it will be associated to the billing account of the usage subscription docid rightrev integration ability to recognize revenue for a multi year contract with ramp pricing as a single contract admin users can enable an option to recognize revenue for a subscription with ramp pricing as a single contract once this option is enabled, a multi year contract with ramp lines will be ingested into rightrev as a single contract when multiple currency is enabled in salesforce and nue, the order and invoice transactions ingested into rightrev will carry the actual transactional currency admin users can enable an option to recognize revenue for a subscription with ramp pricing as a single contract once this option is enabled, a multi year contract with ramp lines will be ingested into rightrev as a single contract docid stripe integration credit notes issued in stripe can be created as payment applications in nue, which makes the invoice balance synchronized between nue and stripe customers may want to issue credit notes in stripe as a payment the credit notes will be synchronized to nue as a payment application, which reduces the invoice balance in nue as well docid docid docid bug fixes docid nue price builder be able to enter 0 for default quantity and minimum quantity of a product option while building a bundle previously, users had to enter an empty value instead of setting it to 0 docid nue lifecycle manager price summary doesn't include the prices of new products added to the bundle via reconfigure change in a change quote, after the bundle is reconfigured with newly added products, the prices of the newly added products are not included in the total amount of the quote display a date picker when a custom field type is date on quote line item or order product custom fields with date type on quote line item or order product will be displayed as a date picker instead of a text field in the product configurator, page size change in list view doesn't work when there are a lot of product options, users need to be able to use the list view and paginate through the list of product options users can now switch the page size from 5 to 100 in the product configurator, when there are more than 5 product groups, the display of product groups on list view have issues this issue is resolved docid nue platform when implicitly saving the system settings, occasionally other users' changes are overridden this issue is now resolved when system settings are implicitly saved, only the particular setting is updated, and a confirmation message will be displayed for the user be able to update the primary contact and the organization name admin users now can update the primary contact and the organization name in organization settings some fields on assets and entitlement are not available in the graphql query now all fields available in asset and entitlement objects are available to query via graphql docid docid docid docid