A preview of Ordway's November 2023 release is now available in your Sandbox environment. Please read these release notes and familiarize yourself with new features in Sandbox over the next week.

Your Production environment is expected to be updated with the latest release on November 11th.

Table of Contents

• Release Schedule
• Feature Enhancements
  
  • New Analytics Platform
  • Platform
    • Stripe
  • Commerce
    
    • Subscription Details Page
  • API Updates
  • Integrations
    • Salesforce
  • Help Center Documentation
    • New
    • Updated

Release Schedule

Feature Enhancements

New Analytics Platform

Classic Reports will reach end of life on December 31, 2023. If you have not yet migrated to the New Analytics Platform, please do so. Please reach out to Support should you need additional assistance.

Platform

Stripe

• Sync API added to instantly sync payments from Stripe to Ordway. 
• Checkbox added to Manage Payment Gateway for Stripe to enable/disable emails when payments sync from Stripe dashboard. Manage setting via Menu > Setup > Payments > Payment Gateway.
  

Commerce

Subscription Details Page

• Checkboxes added for selecting multiple plans. 
• Pagination for Usages added. 

API Updates

• Sync API added to instantly sync payments from Stripe to Ordway. 

Integrations

Salesforce

The latest Salesforce package 4.3.3 will be released in Sandbox on 2023.11.09 and Production on 2023.11.16 and includes the following: 

Enable or Disable Line Item Contract Term

• Enabling or Disabling Line Item Contract Term is done from the custom settings Load Lean Settings and using the field ‘EnableLineItemContractTerm (Check Box, Default false).
  
  
• A new field called LineItemContractTerm (Decimal) has been created on the objects OpportunityLineItem, ContractLineItem, and QuoteLineItem. This field has not been added to the Page Layouts, but is assigned a value by the Ordway Managed Package that will calculate the number of months between the start and end date when a record is created or updated with the charge start date or end date. 
  
  

Use Ordway Price Toggle Automation

• The product will be using the Price from Pricebook entries, when the Use Ordway Price is set to No in the Ordway Setting page, and Use Salesforce Price is set to True in the Global toggle. Whereas in all other configurations, plan picker will use the price from Ordway charges. 

The code to enable use Salesforce price function is: 

OrdwayLabs.OrdwaySystem.useSalesforcePrice(true); 

Please note that the new global toggle was added to keep the new package version backward compatible. 

Help Center Documentation

Check out these new & updated articles since 10/04/23! 

New

• Payment Gateway Important Notes & Requirements
• Create Custom Properties in HubSpot
• Salesforce Country & State Field Mapping

Updated