Release 2504 - 06/10/2025

this release introduces a new product relationship type upgrade, downgrade & swap docid\ mcf m6bkj t1mi wy3ewb with upgrade, downgrade & swap, nue lifecycle manager now features robust, configurable support for saas subscription product upgrades, downgrades, and swaps, optimizing customer retention, revenue operations, and user flexibility additionally, this release automates quote and order date recalculation, enhances the template builder with drag and drop layout and conditional component visibility features this release also adds multi currency support for quickbooks, payment term synchronization for netsuite, and fixes sandbox environment integrations for both quickbooks and netsuite feature enhancements lifecycle manager product relationships upgrade, downgrade & swap nue’s lifecycle manager now features robust, configurable support for saas subscription product upgrades, downgrades, and swaps, optimizing customer retention, revenue operations, and user flexibility flexible product relationships revops managers can precisely define, activate, or edit upgrade, downgrade, and swap paths between standalone products, with fine grained controls for unit of measure (uom), discount tags, effective dates, and pricing rules seamless change order workflow sales reps can mix upgrade, downgrade, and swap requests with other subscription changes (add quantity, renew, convert free trial, adjust price) in a single cart, supported by comprehensive validation rules that prevent duplicate requests and data inconsistencies bulk and hierarchical management subscription changes can be processed individually or in bulk (across multiple accounts), and both parent and add on subscriptions are displayed hierarchically for easier bulk actions and visibility automated sequencing & validation the system ensures proper sequencing of changes, accurate path validation (to avoid duplicates), and contextual error messaging (e g , for backdating or bundle inclusion) configurable integration lifecycle manager surfaces appropriate action buttons (upgrade, downgrade, swap) for eligible subscriptions, and api endpoints allow automated, validated bulk changes for greater operational efficiency for more detailed information on how to use these new features, please refer to upgrade, downgrade & swap docid\ mcf m6bkj t1mi wy3ewb enhanced product relationship quick view ux the product relationship quick view modal has been updated with a cleaner, more intuitive user experience users can now click the eye icon in the product relationship grid to quickly view a summary of the product relationship enhanced subscription management with hierarchical views and bulk add on updates in the lifecycle manager sales representatives can now view all subscriptions, including associated add ons, in a hierarchical format within the upgrade, downgrade & swap docid\ mcf m6bkj t1mi wy3ewb this enhancement enables efficient management by supporting bulk updates for add ons directly from the hierarchical list when a bundle subscription is selected, its child add ons are automatically selected to streamline actions searching for a child subscription will also display its parent when the "show transactions of children accounts" option is enabled, preserving the hierarchy view renew with quantity update we had recently added the “renew with quantity update” change type, which combines both renewal and quantity adjustment into a single change line however, some customers prefer to keep “update quantity” and “renew subscription” as separate change lines to simplify arr analysis to accommodate both preferences, you can now choose renew with quantity update this change type renews the subscription and updates its quantity in one change line update quantity + renew if you’d rather have two distinct change lines one for updating quantity and another for renewal simply select “update quantity” and “renew” instead of “renew with quantity update ” you can still use “ renew ” to handle both the renewal and quantity update, but it will generate two separate change lines by default, all three options “update quantity,” “renew,” and “renew with quantity update” are enabled in the change type configuration quote and order start/end date recalculation sales reps can now change a quote or order’s start date directly on its salesforce detail page saving this update will automatically shift all line items’ start dates without needing to open the line editor this streamlines their workflow and guarantees the header and line item dates stay perfectly in sync use latest usage tiers for evergreen subscriptions for evergreen subscriptions, raw usage is now always rated using the latest available usage pricing tiers, rather than the price snapshot of the original tiers when the subscription was created this change ensures that any updates to public tiered price tags will be immediately reflected in usage rating for affected subscriptions auto renew system settings reorganized based on customer feedback, we’ve moved the auto renew options into a dedicated “auto renew” section that only appears when auto renew is enabled renew subscriptions docid\ uxpe laxwqsxfqsp5oejc improves clarity and cleans up the settings interface everything billing align credit periods on a specific day this new feature provides enhanced flexibility for managing credit burndown subscriptions by allowing users to align credit periods with a specific date independent of the subscription start date or billing cycle day example use case a subscription begins on may 16, 2025 , with annual billing the customer wants monthly credit periods that always start on the 1st of each month , beginning on june 1, 2025 credits issued in each credit period expire at the end of the month while the billing remains aligned to the subscription start date, the credits are issued monthly, with the first partial credit period between may 16 and may 31 prorated, and first full credit period startong on june 1 this setup avoids proration for the subscription and ensures consistent monthly credit issued aligned to calendar months a new field, “first full credit period start date” , has been added to the quote line, order product, subscription, asset, and entitlement objects this field allows users to define when the first full credit period should begin by default, this field is set to the subscription start date when a credit burndown product is added however, users can override it to set a different start date for the first full credit period if the subscription start date is updated, the “first full credit period start date” is automatically adjusted to match, unless it has been manually overridden in the line editor or via a salesforce flow credits will be generated in alignment with the date specified in the “first full credit period start date” after order activation similar to aligning with the bill cycle day this provides flexibility in defining when credit periods begin, which is particularly useful for customers who prefer consistent monthly credit issuance if “align credit with bill cycle day” is enabled, it takes precedence over the “first full credit period start date ” for change and renew orders, the “first full credit period start date” is read only and inherited from the original order product existing credit burndown products will continue to use the subscription start date as the default if the new field is left blank, ensuring no data migration is required this feature does not impact one time credit products, which will continue to generate only a single credit record for more information about this feature, please refer to align credits on a specific day docid\ ciuzx2imdt77hg wxjjis support more standard fields on billing assets for billing group configuration enable configuration of billing groups using additional standard fields on billing assets to support more flexible and targeted billing scenarios additional standard fields on billing assets, including order number, ordered on, auto renew, and others, are now available for configuring billing group attributes certain fields (e g , order product, total acv) remain unavailable due to their nature or potential impact on the billing engine for more information about this feature, please refer to billing groups docid\ fpgz9b2tc4se1thmnh9kw template builder enhancements the template builder has been significantly enhanced, with improvements now available for order forms (used with quotes and orders) and invoice documents (including invoices and credit memos) change component layout by drag and drop previously, component movement was restricted to the same column with this update, administrators can now freely move components to any column or section within the template if a component has its own defined style, it will retain that style after being moved otherwise, it will inherit the style from its new parent component top level components can also be repositioned using drag and drop conditional component visibility administrators can now set conditions to determine when text, field, image, section, and related list components will be displayed in the generated pdf a new "visibility" setting has been added to the component settings panel, offering "always" and "conditionally" options selecting "conditionally" enables the "edit filter" link, allowing admin users to define filter conditions using available fields/metadata from the invoice, credit memo, quote, or order if no filter condition is set, the component will always be displayed (equivalent to "always") conditional watermarks administrators can now add watermarks to pdf templates with the option to conditionally display them based on defined criteria this provides greater control over document labeling and status indication a new "watermark" setting is available in the template settings panel under "page margins " administrators can configure the watermark text, orientation (diagonal/horizontal), font style, font size, font color, and transparency watermark visibility can be set to "always" or "conditionally " selecting "conditionally" enables the "edit filter" link, allowing users to define filter conditions to determine when the watermark is displayed (e g , only on "draft" status documents) customer list page performance improvement the customer list page now uses remote paging, leading to improved performance especially when handling a large number of customer records this update significantly enhances user experience on the customer list page developer experience sync customers to salesforce as accounts on customer creation this feature enables automatic synchronization of customers between nue and salesforce upon creation or update, ensuring data consistency across both platforms this is crucial for customers utilizing nue's self service apis to manage prospects feather highlights real time synchronization customers created or updated in either nue or salesforce will be immediately synced to the other platform filter based syncing administrators can now set filters to define which salesforce accounts and nue customers are synchronized "customer since is not null" filter by default, only customers with a populated "customer since" field will be synced "customer draft orders is not null" filter an additional filter is available to sync customers based on the existence of draft orders in salesforce minimum filter requirement at least one active filter is required for account to customer sync sync on updates synchronization occurs on both initial creation and subsequent updates in salesforce or via the nue api no deletion sync from salesforce to nue customer deletions in salesforce will not be synced to nue to retain potential leads synchronization settings and filters can be configured on the salesforce integration settings page get subscriptions by snapshot date this feature introduces powerful point in time subscription analysis capabilities, allowing developers to query subscription states as they existed on any specific date this is essential for historical reporting, billing reconciliation, and understanding subscription evolution over time feature highlights point in time snapshots query subscription data as it existed on any specific date using the snapshotdate parameter (yyyy mm dd format) this enables businesses to display subscription details to their end users as they appeared on any specific date, typically showing the current state upcoming changes analysis when combined with includes=upcomingchanges, the api calculates and returns all scheduled changes that will occur after the snapshot date integrations ability to upload transaction hub records via api and ui in addition to exporting transaction hub records through the api and ui, users can now also import custom transaction hub records via both methods this enables admin users to bring in records for custom integrations, allowing them to establish pre existing mapping data between nue and external systems see this document for more information multi currency support in quickbooks we are excited to announce support for multi currency in our quickbooks integration! feature highlights mirrored application quickbooks only supports one currency per customer to work around this, we now ensure that invoices are mapped to the correct currency specific customer in quickbooks this mirrors how netsuite handles multi currency allowing our customers to maintain accurate financial records across currencies comprehensive handling we have implemented logic to handle multiple currencies similar to netsuite by creating separate customers for each currency and mapping invoices correctly error handling we gracefully manage cases when a single customer cannot have invoices in multiple currencies and provide clear guidance on workarounds map payment term support in netsuite with this feature, payment terms are now reliably synchronized from nue to netsuite whenever a customer, order, or invoice is created or updated any changes to a customer’s payment terms in nue will correctly mirror in netsuite, ensuring consistency and reducing manual reconciliation this improvement streamlines the workflow and enhances accuracy across billing, order management, and financial reporting netsuite support in sandbox tenants previously, when configuring the netsuite integration in the nue sandbox environment (app sandbox nue io), connections were being made to the “netsuite dev master” instance instead of the intended “netsuite sandbox” environment we have updated our integration setup so that app sandbox nue io https //app sandbox nue io/ now correctly connects to the “netsuite sandbox” instance through tray io this means your testing and data flows in nue’s sandbox environment are now isolated from production and development data, ensuring accuracy and reliability quickbooks support in sandbox tenants similarly, previously, users encountered issues when attempting to set up a quickbooks integration in the sandbox environment now, we have updated our integration setup so that app sandbox nue io https //app sandbox nue io/ correctly connects to a “quickbooks sandbox” instance through tray io bug fixes lifecycle manager unable to add new products to bundles after reconfiguring previously, sales representatives encountered an issue where they were unable to add new products to their bundles after reconfiguring post renewal the system displayed an unexpected error requiring start and end dates for segmenting changes this issue has been resolved users can now seamlessly add new products to their bundles post renewal auto renew job failure when order name exceeds 80 characters previously, when attempting to auto renew accounts with long names, the auto renew job failed specifically, this was due to an order name constraint in salesforce, which only allows up to 80 characters we have implemented logic to truncate the order name to ensure it remains within the salesforce character limit cancellation quote end date is set to end date of its longest active subscription previously, in a rip & replace operation if the new product added was ending before the end date of the cancelled subscription the quote end date would still be that of the cancelled subscription we have changed the logic to make sure that the end date of a cancellation quote is based on the end date of the longest active subscription in the quote expired and inactive product options included in product configurator prior to this fix, when users added bundles or product options in the product configurator, expired or inactive product options were included in the selection this issue has been resolved the system now correctly excludes any expired or inactive product options from being added to a quote or order, ensuring that only valid products are available during the configuration process everything billing product catalog image rendered in salesforce is not same as image rendered in nue users reported that the images appeared truncated at the top when viewed in salesforce, leading to discrepancies between the uploaded content in nue and its representation in salesforce we have successfully resolved this issue, and images will now render consistently across both nue and salesforce platforms improved billing accuracy for cancelled subscriptions prior to this fix, users encountered an issue when uploading rated usage for subscriptions that had been cancelled specifically, if a subscription line was cancelled after the usage record date but before billing, the system failed to process the corresponding rated usage correctly with the implementation of this fix, the system now correctly filters out any cancelled order products when calculating rated usage this ensures that rated usage associated with cancelled subscriptions is no longer included in the billing calculations, thereby resolving the invoicing issue accurate application of 'select all' action with filter criteria on invoice and credit memo list page we have addressed an issue affecting the 'select all' action on the invoice and credit memo list page the 'select all' action now correctly applies only to the records that meet the filter criteria, ensuring that actions like activation or cancellation are accurately performed on the intended records integrations unable to set a starting invoice number via the api prior to this fix, users experienced issues with the api intended to set the starting invoice number sequence after switching to the new sandbox tenant, users could not generate invoice numbers from the expected starting point (e g , inv 00006060), as the api call made to update the sequence was not functioning as intended with this release, the api now correctly sets the invoice numbers based on the provided starting value this fix ensures that new invoices will generate seamlessly from the specified sequence, thus enhancing the user experience during invoice management rightrev cancelled order products synced without checking if the correct accounting period was open prior to this fix, customers experienced issues when moving order statuses from active to cancelled specifically, the system would sync cancelled order products immediately without checking if the correct accounting period was open with the new update, the sync logic for order cancellations now mirrors that of order activations if an order's activation or cancellation date falls outside the open accounting period, the system will refrain from sending sync requests to rightrev instead, it will wait for the accounting period to open before attempting to sync the appropriate status e invoicing tax category cannot be rolled up at the credit memo level prior to this update, users encountered a significant issue where the tax categories from individual invoice line items were not correctly aggregated at the credit memo level this resulted in incorrect xml outputs when generating credit memos, causing transactions to fail—especially for users in regions with specific tax category requirements, such as denmark the missing tax category data led to disruptions in processing e invoices, which could impact compliance and reporting with this update, the system has been adjusted to ensure that the tax categories from distinct invoice lines are successfully rolled up to the credit memo, ensuring accurate representation in the generated xml files e invoicing cm xml rejected by peppol due to negative values prior to this fix, when a partial credit memo was generated in the puzzel system, the creditedquantity and priceamount values in the cm xml were incorrectly presented as negative values this caused peppol to reject such xml files, leading to disruptions in invoicing processes for our users with this fix, both the creditedquantity and priceamount will now be correctly represented as positive values in the cm xml files e invoicing unable to integrate nue with avalara elr in a production environment previously, users encountered a significant connectivity issue when attempting to integrate nue with avalara elr in a production environment specifically, users received errors related to "using the wrong host to obtain the authentication token for prod" when they tried to utilize their client id and client secret for integration this has now been fixed netsuite incorrect payment term mapping before this fix, customers created in the nue system with a payment term of "net 15" were incorrectly reflected in netsuite as having a default payment term of "net 30" with the recent update, when a customer is created with the "net 15" payment term, it will now correctly sync with netsuite, maintaining the accurate payment term netsuite sync failures due to “term not found” errors previously, users experienced a failure in the sync process due to a "term not found" error this error occurred when a customer's sales order or invoice did not have an associated payment term configured within netsuite with this update, we have implemented changes to ensure that if no payment term is configured for a customer in netsuite, the sync will complete successfully without passing any payment term