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Aria for Salesforce 3.11

This article applies to:Aria Crescendo

Release Information

Salesforce Version

Version 3.11

Production Date

2/16/2016

Aria for Salesforce System Requirements

Supported Browsers

  • Chrome, most recent stable version
  • Firefox, most recent stable version
  • Internet Explorer 9, 10, 11
  • Safari 5, 6, 7 on OS X

Screen Resolution

1024 x 768 or higher


Aria for Salesforce Features

Tax Amount and Tax Exclusive Value Displayed in Opportunities and Plans (SDFCDEV-179)

This feature enables the Salesforce connector to display the tax amount for plans, services, and one-time products when configuring an opportunity. The tax and total net update automatically when a discount or a custom rate is applied to a service or a plan. Refer to Setting the Tax Percentage for how to specify the tax percentage to use.  

Plans

Getting Here: Select an Account > Select an Opportunity > Add/Modify Plans > Plans

plan tax with hover.png

Each plan and service under a plan displays:

  • List Price: The price excluding the tax.
  • Discount (%): An editable field that applies a discount to the line item.  The Net Price and Total Net will update automatically when this value is changed.  
  • Net Price: The list price less any discount or the price if a custom rate is applied.  
  • Total Net: The price including Tax and Net Price. 
  • Tax Amount: The tax amount on the Net Price.  This displays when you hover over the information icon (info icon.png).

Note: These fields display regardless of whether the price is defined in Aria as excluding or including tax.

One Time Products

Getting Here: Select an Account > Select an Opportunity > Add/Modify Plans > One Time Products

ONe Time Products.png

The One Time Products view displays:

  • Price: The price excluding tax.
  • Tax Amount: The tax amount on the price.  This displays when you hover over the information icon (info icon.png).
  • Total: Price including tax.

These values update automatically update when the price or number of units is changed.

Setting the Tax Percentage

The tax amount is calculated based on the tax percentage specified in the Tax Percentage tab.  

Getting Here: Go to Aria General Configurations > Tax Percentage

Set tax percentage.png

  1. Select Client Plan Tax Setup or One Time Product Tax Setup.
  2. Enter the Tax Percentage
  3. Click Save

Handling of Plan Instance Supplemental Fields Updated (SFDCDEV-180)

This feature includes improvements which reduce data storage. This feature optimizes the handling of Plan and Plan Instance supplemental fields in Salesforce and maps appropriate field types in Salesforce.


Aria for Salesforce Fixes

  • CPU Timeout Limit was exceeded/inline with VisualForce page (TICKET-338)
  • Aria balance amount was not showing correct value to 2 decimals in Salesforce (TICKET-343)

 

 

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