Release note - Spring '20

The release note lets you discover what's new in the new version, what it's for and how to implement it.

What is a Frisbii Release Note?

A release note covers all the new features present in a new version of Frisbii: functionalities, bug fixes, improvements to the user experience and updates to our knowledge base.

This release note is intended for all users of the Frisbii application, and in particular for administrators of the Salesforce org on which it is installed.

We update our release notes as soon as possible, after each new version of the Frisbii application. Our Release Notes provide brief descriptions of the improvements and new features we've introduced.

How is the update performed?

The new version is available on request. Please open a support request from your Frisbii Community and ask for the update.

To ensure that the update runs smoothly :          

• Please check the impact of the change by reading this article: Feature lists by version compared with your current version,

• Test your environment following the Frisbii update.

Flagship features

Here are the major new features you'll find in Spring '20.

Billing regularization

For whom
This feature is available to users with Finance or Administrator licenses.

Why
Regularization is used to correct billing in the event that the scope of a subscription is modified for a given period, even though it has already been billed.
This could potentially affect you if you invoice well in advance, on time.

The regularization is only triggered for a period that has already been billed, in order to correct a billing shortfall or over-billing. It generates adjustment invoice lines that can be added to the next invoice in the schedule, or billed separately.

How to
Once you've activated your corporate name, there are a number of ways in which regularization can be applied to an activated subscription.
Here are the conditions under which it is triggered:

• Add a subscription item to an existing subscription. If this subscription item relates to a billing period that has already been invoiced, then a regularization invoice line is created to regularize the invoicing of this subscription item.

• Change the billing period start date and/or end date of one or more subscription items. If the start or end of a subscription item is modified, an adjustment invoice line will be created for each difference in billed time, whether positive (under-billed) or negative (over-billed).

• Deletion of a previously billed subscription item. If a previously billed subscription item is cancelled, then the invoice(s) issued for this subscription item will give rise to one or more negative regularization lines.

Adjustment Invoice Lines generated in this way can be billed separately or added to the next invoice in the schedule.

Here's the article that explains billing regularization.

Invoice pre-validation

For whom
This feature is available to users with Finance or Administrator licenses.

Why
Pre-validating an invoice locks it, preventing it from being modified or deleted when the schedule is re-generated.
This pre-validation is useful if invoices need to be approved by someone (e.g. accountant, CFO) and you want to be sure that they won't be modified afterwards.

How
Pre-validation is achieved by changing the status of an invoice from 'Draft' to 'Pre-validated'.
Here is how the pre-validated invoice behaves:

• A pre-validated invoice is locked, and cannot be modified or deleted when the schedule is updated.

• If you wish to modify or delete a pre-validated invoice, you must change its status to "Draft".

• Like any draft invoice, a pre-validated invoice can be issued manually or automatically.

This article explains how to use invoice pre-validation from the Subscription object.

Generate precise ledger entry lines

For whom
This feature is available to users with Finance or Administrator licenses, and to orgs for which the Ledger Entries feature license is activated.

Why
Some ERP or accounting software packages only accept entries to 4 decimal places. We've upgraded Frisbii to allow you to export Ledger entries to 2 or 4 decimal places.

How
You can now export your ledger entries to either 2 or 4 decimal places, by selecting the corresponding ratio.

Please consult this article to learn more about Ledger Entries - Export.
--------------------------------------------------------------------------------------------------------------------------------------------------

Asynchronous billing schedule generation

For whom
This feature is available to users with Finance or Administrator licenses.

Why
Asynchronous processing solves problems linked to Time Exceeded CPU limits for the following volume: 7,200 invoice lines (6 years, monthly, 100 subscription items). Beyond that, we cannot guarantee that the application will work properly.

CPU Time Exceeded: Salesforce imposes an expiry time for transactions based on CPU usage. If transactions consume too much processor time, they are closed as a long transaction.

Generating the schedule for a 6-year (72-month) monthly subscription with 100 subscription items takes between 9 and 14 minutes (40" to 1' per batch of 500 lines).

How
Currently, it is possible to process the simultaneous generation of 500 invoice lines from a subscription in synchronous mode (calculation time < 10 seconds). Or a 4-year monthly subscription with 10 subscriptions, or a 3-year quarterly subscription with 40 subscriptions.
To handle larger volumes, Frisbii has redesigned the schedule generation process to switch to asynchronous mode when the volume of invoice lines to be generated or updated so requires. The schedule will therefore be processed in a mixed synchronous + asynchronous mode.

Here's how to generate an invoice schedule from an asynchronous subscription.
--------------------------------------------------------------------------------------------------------------------------------------------------

Calendar numbering period (365 days)

For whom
This feature is available to users with Finance or Administrator licenses.

Why
In previous versions, prorata calculations were based solely on the business year (30 days per month/360 days per year).

The problem could arise if a subscription ended on the 30th of the month and the month had 31 days. Customers might not understand why they had to pay a full monthly instalment for a 31-day month, even if the service had only lasted 30 days.

To avoid this kind of problem, from this version onwards, prorata calculations can be based on the calendar year.

How to
From the Administration tab, the administrator can choose the calculation mode (calendar vs. commercial).
The correct calculation is then taken into account in the prorata calculation when invoices are generated from subscriptions.

Here's an article detailing the use cases and how to change the option: The calendar numbering period (365 days).

Functionality license: filing invoices on the Chorus portal

For whom
This feature is available to users with Finance or Administrator licenses.
It also requires a Chorus Pro functionality license and a dedicated API user.

Why
This license allows you to automate the submission of your invoices to the Chorus Pro portal from Frisbii. The invoices concerned will be automatically sent to Chorus Pro, and you will receive a deposit status.

How to
Contact our sales department if you would like to subscribe to this license.

Corrections and improvements to the application

Lightning improvements