Updates and Changes
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CRM Version 4.1.0.95

about 2 years ago by Dhanshree Kale

📘

Release Date: April 11th, 2023

Features:

  • Updates to provisioning of scheduled changes to align with the billing (the day of deactivation is charged) and to mitigate some issues associated with NCE renewal changes.
    Scheduled creation, update and deactivation event will happen on specific time based on "Default Time Zone" or UTC if "Default Time Zone" is not configured in configuration.
    • Positive changes (quantity increments, activations, etc.) will take place at 12:05am on the scheduled date (time zone configured in Admin Hub).
    • Negative changes (quantity decreases, deactivations, etc.) will take place at 11:30pm on the scheduled date (time zone configured in Admin Hub).
      Note: Immediate positive & negative changes will work same as before.
  • New field on Billing Contract called ‘Risk Rating.’
  • New Work 365 Renewal for renewal management
    This dashboard displays four different views.
    • Contracts Due for Renewal
    • ACV by Risk Rating
    • Subscriptions Due for Renewal
    • Recently Expired Subscriptions

Improvements:

  • Pay Now link will be available on ‘Summary’ tab of Work 365 invoice
  • New and Updated CRM Views
    • Billing Contract
      • Active Billing Contract
      • Inactive Billing Contract
      • All Billing contract
      • Billing Automation Overview
      • Due for Renewals (90)
    • Subscription
      • Active Subscriptions Overview
      • Subscriptions Due For Renewal (90)
      • Recently Expired Subscriptions
      • License Change Log
        • All Active License Change Logs
      • Active Usage Summary
      • Invoice Product
      • Invoice Lines for Active Invoices
    • Updated message for subscription create confirmation
    • ‘Effective’ and “Date’ field will not be available for Subscription create.
    • Segment field will have default value as ‘Commercial’ for Usage and Service based forms.

Fixes:

  • While adding NRI, the price list field was not updated based on default price list set on billing contract.
  • Subscriptions with triennial sales unit syncing.
  • OECD date not populating correctly for subscription with ‘Annual’ Sales unit

Refer upgarde resources