An upcoming Nue release changes how pricing carries forward when you upgrade, downgrade, or swap a subscription. This article explains what is changing and the short review we recommend so your pricing stays exactly as it is today.
This applies to you only if your tenant contains any active or draft Upgrade, Downgrade, or Swap product relationship. If it does not, no action is needed.
Where to find your product relationships
Go to Price Builder > Product Relationships.
Open and edit your Upgrade, Downgrade, and Swap relationships to review their settings.
What's changing
Today, whether a subscription's price tags and discounts carry onto the new product is governed by your account-wide Change Order Pricing Logic (COPL) settings.
In the new release, this is controlled more precisely by three settings on each individual product relationship:
Carry forward source Price Tags
Carry forward source Discount Tags
Carry forward source Discounts
These three settings are defaulted to Off in every tenant when the release goes live.
Why this matters: Without action, a subscription change made after the release could re-price the new product at current list price instead of preserving your negotiated pricing.
What we recommend
Find your current COPL configuration in the table below, then turn on the matching settings on each of your Upgrade, Downgrade, and Swap product relationships. This keeps your pricing behaving exactly as it does today.
Your current Change Order Pricing Logic (COPL) setup | Turn these on for your Upgrade / Downgrade / Swap product relationships |
Recalculate OFF
Or
|
|
Recalculate ON, Original Tags ON, Discretionary Discounts OFF 
|
|
Recalculate ON, Original Tags OFF, Discretionary Discounts ON 
| Carry forward source Discounts 
|
Recalculate ON, Original Tags ON, Discretionary Discounts ON
| All three: Price Tags, Discount Tags, and Discounts 
|
The Pricing Behavior section of each product relationship is where you enable these settings.
Note on Same Price Swap
Swap relationships set to Same Price Swap do not use these carry-forward settings and can be left as they are. The Same Price Swap capability supersedes these settings and, by default, copies over the Net Sales Price from the previous product or bundle before the Swap.
Timing and help
Complete this review before the new release reaches your tenant, so your pricing is preserved on the first subscription change afterward.
If you would prefer, our team can walk through your configuration with you or apply the recommended settings on your behalf. Contact Nue Customer Support at [email protected] to set up a time.