Release 2503.1 - 04/29/2025

scheduled for tuesday, 04/29/2025 this release introduces major enhancements to billing, developer experience, and the nue platform, including the exclusion of tax calculations for free trials, and improved syncing capabilities with salesforce it also includes enhancements to integrations, such as seeing applied credit memos in your quickbooks instance \# # feature enhancements \# # lifecycle manager exclusion of tax calculation for free trials or zero value orders this release introduces an enhancement to our taxation framework, ensuring that tax calculations are automatically excluded for specific transaction scenarios, specifically free trial orders and orders with a total value of zero this feature is an important step towards enhancing customer satisfaction by streamlining the order process for new customers who are in the process of free trials and haven’t proceeded to provide their shipping addresses \# # everything billing sync customers on customer creation salesforce to nue filtering administrators can now configure filters to selectively synchronize salesforce accounts to nue as customers this allows for granular control over which accounts are synced based on specified criteria key improvements selective syncing added the ability to set filters for synchronizing salesforce accounts to nue customers filter configuration a filter option is available on the salesforce integration settings page default filter by default, the "customer since is not null" filter condition is displayed customizable filters users can modify filters based on their requirements draft order filter an additional filter, "where ‘customer draft orders’ is not null," has been added minimum filter requirement at least one active filter is required for the account to customer sync error message an error message is displayed if a user attempts to remove all filters "at least one active filter is required for account to customer sync please check out salesforce account vs nue customer docid pl9su1vbmvads6pqv mw for more information salesforce account to nue customer data migration this release introduces a new feature that allows administrators to migrate existing salesforce account data to nue customers this migration is a prerequisite for enabling the automatic synchronization of salesforce accounts to nue customers when they are created or updated feature highlights data migration initiation a "migrate data" button is available in nue system settings > salesforce integration confirmation process a confirmation popup appears before initiating the data migration, ensuring administrators are aware of the process progress indication a message is displayed when the migration is in progress, preventing concurrent migration attempts automatic setting activation upon successful data migration, the "automatically synchronize salesforce accounts to nue customers" setting is automatically enabled nue id population the migration process populates the "nue id" field on existing salesforce account records, establishing a link between salesforce accounts and nue customers filter conditions administrators can set filter conditions for which accounts should be synced the default filter is "customer since != null " billing job update billing jobs will run against data in nue only when the setting is enabled nightly sync the nightly sync job will also apply to the set filter conditions re migration requirement if the setting is turned off after migration, administrators will need to re run the data migration before re enabling the setting please refer to salesforce account vs nue customer docid pl9su1vbmvads6pqv mw for more information enhancements to price tag formatting on the order form in this release we have made improvements to the visual representation of price tags on the order form the new format incorporates bullet points and increased spacing, providing a clearer distinction between quantity tiers and their corresponding prices this enhancement improves readability, reducing the likelihood of confusion and ensuring that customers and sales personnel can easily interpret pricing information we believe this change will enhance user experience and support smoother transactions moving forward payment rules enhancement support nue payment links this release introduces the ability to configure payment links as a destination within payment rules users can now set up conditional logic to direct transactions to either external erp systems (e g , netsuite) or generate nue payment links based on specified criteria key capabilities payment links integration payment links can now be selected as a destination in payment rules conditional transaction routing allows routing transactions based on conditions such as invoice amounts for example, invoices above $1000 can be sent to netsuite, while invoices $1000 and below can generate a payment link non exclusive payment rule and payment link the payment rule and nue payment link are no longer mutually exclusive, enabling concurrent usage this feature provides greater flexibility and automation in transaction processing, and enables support for various collection methods based on specific transaction conditions please read salesforce account vs nue customer docid pl9su1vbmvads6pqv mw for more information about payment rules \# # developer experience configure bundle from self service add on support in draft orders this release introduces the ability to configure bundles with add ons in draft orders within self service this feature allows customers to create complex product combinations with specific options and quantities before activating an order key capabilities add on configuration in draft orders users can now include add ons within their bundle configurations when creating draft orders this includes specifying add on quantities, and subscription details (start date and term) add on quantity management editable quantities for add ons with "quantityeditable" set to true, users must specify a quantity in the draft order the system will validate this quantity against minimum and maximum limits non editable quantities for add ons with "quantityeditable" set to false, users cannot specify a quantity the system will use the default quantity subscription management for add ons users can specify subscription start dates and terms for add ons these must be within the bounds of the parent bundle's subscription details add on subscription details can inherit from the parent bundle if not explicitly provided please refer to the self service reference guide docid\ goewmdsoxpchsjenz4bss for more details query the latest version of all subscriptions for a customer this feature allows developers to query the latest version of all subscriptions for a customer the endpoint for querying subscriptions now supports an additional parameter version=latest example endpoint/subscriptions?customerids=\["customerid"]\&version=latest include order products in get /orders requests developers can now add an includes=orderproducts filter to their get /orders request this will enable the retrieval of order products directly linked to the orders, significantly enhancing the response payload for example, when utilizing a pre existing draft order, this feature allows for the display of associated order products on the customer's checkout page this improvement directly supports a more informed purchasing decision by providing comprehensive product details during the checkout process \# # nue platform sync draft orders from salesforce to nue this feature allows sales representatives to sync draft orders from salesforce to nue a "sync to nue" action is now available on the order record's page in salesforce clicking this action will sync the latest saved version of the draft order, including the order and order products, to nue this feature enables improved order management and synchronization between salesforce and nue sync customers on creation from nue to salesforce in response to customer demand for enhanced integration capabilities, we are excited to announce the new customer sync feature within the nue platform this feature enables automatic synchronization of customer data between nue and salesforce, ensuring that both platforms serve as a single source of truth for account information feature highlights automatic customer syncing customers will be synced immediately upon their creation in nue to salesforce and vice versa, facilitating seamless data management user experience enhancements the integration settings within salesforce will provide a user friendly interface where administrators can easily set up this enhancement is especially important for users managing prospects via nue's self service apis and for those who require synchronized data between salesforce and nue for all accounts \# # integrations improved credit memo handling for quickbooks we are excited to announce an update to our credit memo application feature, enhancing the handling of credit memos on invoices within qbo (quickbooks online) feature highlights mirrored application once a credit memo is applied to an invoice, it is now mirrored and applied to the mirrored invoice via a payment in qbo comprehensive handling this update ensures the proper handling of partial and multiple credit memo applications to invoices error handling scenarios where the customer, invoice, or credit memo does not exist in the transaction hub are gracefully managed \# # bug fixes \# # lifecycle manager unable to mark an opportunity is as closed won too many rows customers encountered a managed package error when trying to finalize sales opportunities that contained a high number of quote lines specifically, when an opportunity's primary quote had numerous line items exceeding the system's handling capacity users were unable to successfully mark the opportunity as "closed won " in this release we have implemented a solution to address this limitation, ensuring that opportunities with numerous quote lines can now be successfully marked as "closed won " custom filed ruby renewalopportunity c does not hold the previously populated value when subscription version changes previously, when a subscription underwent an amendment resulting in a new version being created, the custom field ruby renewalopportunity c, which is intended to hold the opportunity id linked to the subscription, did not retain its value this issue has been resolved in this release users can expect a smoother renewal process, as the system will now effectively manage the relationship between subscription versions and their corresponding renewal opportunities, thereby improving the accuracy and reliability of the renewal automation workflows \# # everything billing filter on invoice can't accept zero amount previously, during the activation of credit memos, users encountered a graphql error related to einvoicing mandates this issue occurred regardless of whether the einvoice mandates were turned on or off in this release our team has addressed the root cause by ensuring the graphql filter parsing includes the necessary try catch handling, thus avoiding failed activations due to double quotation mark errors additionally, the country mandate filters have been revised for improved processing reliability fix for 'select all' functionality in usage list filtering users encountered an issue with the ‘select all’ functionality while applying filter conditions in the usage list when a filter was set (for example, filtering by customer), selecting all records across multiple pages would erroneously result in all usages being canceled, regardless of the specified filter criteria we have implemented a fix that ensures the ‘select all’ action now strictly adheres to the specified filter conditions \# # integrations improved vat configuration for european quickbooks integration to address a previously encountered issue where invoices would fail to transfer without a specified vat rate for european quickbooks accounts, users can now specify a vat rate (such as "no vat" or default vat codes) to ensure successful invoice transfers from nue to quickbooks for users who do not enter a tax code, existing customers will not be affected, and no tax code is added unless necessary