Release 2501.1 - 02/06/2025

scheduled on thursday, 02/06/2025 this release includes a new feature that enable automating order generation from primary quote at key opportunity stages docid 9njvesm0hqyw5fn7tmnir when it reaches a designated stage, such as closed won \# # feature enhancements \# # lifecycle manager automating order generation from primary quote at key opportunity stages when an opportunity reaches a key stage, such as closed won, users now have the option to automatically finalize the primary quote into a draft order instead of an active order this feature allows for greater flexibility in managing subscription start dates, which can be adjusted before the order is activated feature highlights automatic draft order creation when an opportunity reaches a designated stage, the primary quote can be automatically converted into a draft order stage order validation ensures that the stage for finalizing into an active order is after the stage for finalizing into a draft order primary order concept introduces a new field primary order on the quote object to identify the primary order that should be activated later reverse synchronization updates to a draft order will synchronize with its associated quote, keeping the opportunity pipeline current user scenarios as an admin user, you can configure the system to automatically finalize the primary quote into a draft order when an opportunity reaches a specific stage as a sales representative, you can see the primary quote being finalized into a draft order at the designated stage and optionally activated at a later stage for detailed information about this feature, please refer to automating order generation from primary quote at key opportunity stages docid 9njvesm0hqyw5fn7tmnir bug fixes \# # everything billing invoices failed to sync to stripe due to the presence of soft deleted customer records previously, customers experienced disruptions in their billing processes, as invoices were not being properly synced to stripe due to the presence of soft deleted customer records the bug has been resolved by addressing the issue with soft deleted customer records now, invoices will sync correctly to stripe without encountering duplication errors \# # patch release 2501 1 1 scheduled on friday, 02/14/2025 feature enhancements nue introduces a suite of global apex test utility classes that allow apex admins to efficiently generate quotes, orders, line buckets, and other essential data structures for apex tests these utilities help ensure sufficient code coverage, a requirement by salesforce when deploying change sets containing custom apex classes from sandbox to production for more information, please refer to apex test utils docid\ sibvpgpythcx0ci y93ke bug fixes unable to close/won an opportunity when the primary quote is locked users were experiencing issues closing an opportunity as closed/won when the primary quote was locked due to an approval process this prevented updates to the primary order field and synchronization of order changes to resolve this, enable the “allow apex code to set and remove approval process locks” option in salesforce setup → process automation settings with this setting enabled, nue can unlock the quote programmatically , update the primary order field, and sync draft order changes re lock the quote after updates to maintain approval integrity if the setting is not enabled, users will encounter permission errors , and the opportunity cannot be marked as closed/won for more information, please refer to automating order generation from primary quote at key opportunity stages docid 9njvesm0hqyw5fn7tmnir this article https //docs nue io/docs/tutorial/tutorial quote builder/automating order generation from primary quote at key opportunity stages/