A preview of Ordway's August 2022 release is now available in your Sandbox environment. Please read these release notes and familiarize yourselves with new features in Sandbox over the next week.

Your production environment is expected to be updated with the latest release on August 13th. 

• Release Schedule
• Feature Enhancements
  
  • Finance
  • Import & Export Data
• API
  • Get All Customer Information Call Deprecation
• Integrations
  • Salesforce
    • Minor Package Release v3.9.x
  • Help Center Documentation
    
    • New
    • Updated

Release Schedule

Feature Enhancements

Finance

Custom Start & End Dates for Revenue Recognition

• Originally released into Production in May, this feature allows for custom Start Dates for One Time and Recurring Charge Types and Custom End Dates for One Time Charges. 
• This release is expanding the feature to allow Custom End Dates for Recurring Charge Types.

Read more about Custom Start & End Dates for Revenue Recognition. 

Billing Alignment with Deferred Service Start Date 

• A new general setting called Billing Alignment with Deferred Service Start Date offers users the flexibility to define which date is used as the billing schedule start date when the Service Start Date moves from deferred to a fixed date.

         Navigate to Menu > Setup > General Settings.

• Service Start Date - Schedules billing to commence from the Service Start Date.
• Contract Effective Date - Schedules billing to commence from the Contract Effective Date, and results in prior periods’ scheduled amount to be adjusted to the latest open financial period for invoicing.

Read more about Billing Alignment with Deferred Service Start Date. 

Exchange Rate Options for Invoice Conversion

• A new finance setting called Invoice Currency Conversion offers users the flexibility to define which exchange rate to use when converting invoices from their transaction currency to the entity’s base currency.

          Navigate to Menu > Setup > Finance.

• Subscription/Order Rate - Converts the invoice using the exchange rate stored on the corresponding subscription.
• Daily Rate - Converts the invoice using the daily rate corresponding to the invoice date.
• Average Exchange Rate - Uses the invoice period’s current average rate as of the invoice date.

Other FX Enhancements

• The default exchange rate on a Subscription change will be the rate stored on the previous subscription version but is unlocked for editing to give the user options in converting the updated subscription to the base currency.
• Subscriptions, Orders, Payments, Credits, and Refunds will be translated using the daily rate corresponding to their transaction date.

Read more in Manage Currencies. 

Import & Export Data

• Credits are now available in the Import Wizard. View our Import New Credits article. 
• Import Wizard now automatically converts data formatted as currency or accounting to a number format when appropriate.

Learn more about our Import & Export Data feature.

API

Get All Customer Information Call Deprecation

Important: The following API endpoint will be deprecated effective October 8th, 2022, and no longer supported by Ordway: Get All Customer Information.

If you are currently using this endpoint, please update your apps and work with your internal team to replace this API call with one or more of the following:

• GET Customer
• GET Subscription
• GET Invoice
• GET Order
• GET Payment

Additional Updates

• All text fields will now be escaped when the API response returns a null value (:null).

Integrations

Salesforce

Minor Package Release v3.9.x

Push upgrade to Sandbox orgs is scheduled for August 14th, 2022 at 3AM ET.

Push upgrade to Production orgs is scheduled for August 21st, 2022 at 3AM ET.

• SFDC-1184:  To improve the performance and efficiency of Ordway’s Plan Picker, the ability for clients to configure the number of records to display has been introduced. The default has been updated to load 20 records. 
• [Internal] SFDC-963: Account & Contact webhook are sent to Salesforce without reverse mapping applied. 
• SFDC-1169: Our July release included the ability for customers to invoke sync actions from their customizations for Contract and Quote objects. We are now introducing the ability for clients to similarly invoke sync actions from their customizations for Accounts and Contact objects.
• SFDC-1166: Using the Plan Picker today retrieves only active Plans and Products. In order to improve the overall user experience during contract renewals, inactive Plans and Products will also be displayed in the Plan Picker. This will empower Sales Operations personnel to potentially replace them with active Products and Plans during renewal cycles. This feature is to address Year Over Year (YOY) and other Pricebook changes over time. 
• SFDC-1165: The Plan Picker has been enhanced to allow the user to select a field and sort by Ascending or Descending. 
• SFDC-1159: In order to keep Ordway Contract versions synced with Salesforce, the following enhancements have been added:
  • Ordway webhook message updates the Contract record and version number in Salesforce.
  • In Flight Opportunities and Quotes include an indicator when a version has changed. 
  • Opportunities and Quotes can be manually edited to ensure changes are merged. 
  • Contract version number is included to identify different versions. 
• SFDC-1132: Failed Contract renewals from Salesforce are synced as Renewals rather than a change extending the term. 
• SFDC-1109: (Bug Fix) A conversion of a Renewal Quote now properly updates charge lines. 

Help Center Documentation

New & Updated Articles

Check out these new & updated articles since 06/29/22!

New:

• Usage Basics
• Usage Statuses
• Usage Processing by Subscription Status
• Reporting Best Practices
• Billing Cycle Day: Align with First Billing Start Date
• Billing Alignment with Deferred Service Start Date
  
• Workaround: Correct a QBO Synced Subscription During Implementation
• Resend Ordway Platform Invite

Updated

• Updated all Import Walkthrough articles to reference the new article: Save Field Mappings.
• Updated all Import Object Documentation articles to clarify that X indicates the required field and * indicates the field may be required based on settings and/or additional selections. (This was a client clarification request).

• Manage Company Profile & Logo - added link to Customer Portal Setup regarding the logo.

• Addressed Separate Invoice column in the following articles: 

  • Setup Client Email Authentication - updated for clarity.

  • Cancel Subscription - updated for clarity and to correct a screenshot.

  • Customer Portal Setup - updated with logo parameter details.

• Import Requirements: Subscriptions - updated with Renew Subscription fields and Support Meeting discovered Charge Start & End date default to Subscription. 

• Salesforce Managed Package Updates - updated with v.3.8.1 info along with release action items.

• 7 Manage Template articles - updated with how to email all contacts within a Customer.

• Create a Custom Report - updated with a new best practice.

• Request Payment Method - clarified that payment methods are not automatically requested.

• Revert to Previous Subscription - updated with added preconditions, and removed CSP access required.

• Can Invoices or Credits be transferred between Customers? - rewritten for clarity.

• Create Payment Method API - removed payment_method_id from the request body.

• Glossary - updated with Reporting terms and definitions.

• Manage Currencies - updated with Exchange Rate content.

• Custom Start and End Dates for Revenue Recognition - updated with Recurring Charge Type End Date option.

• Payment Basics - updated for clarity:  Payments are not generated without a Payment Run.  You either need to Schedule a Payment Run or Create a Payment Run ad-hoc.