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202407.2.0 Release Notes
In these release notes, you can find packages, requirements, features, enhancements, fixed issues, and known issues for the CPQ 202407.2.0 release. For documentation updates, see What's New in CPQ Documentation.
This documentation may describe optional features for which you have not purchased a license; therefore your solution or implementation may differ from what is described here. Contact your customer success manager (CSM) or account executive (AE) to discuss your specific features and licensing.
To access the learning path, including overviews and demonstrations of this release’s updated features and enhancements, visit the Conga Learning Center.
System Requirements and Supported Platforms
For requirements and recommendations to consider before installing the Conga product suite, see the System Requirements and Supported Platforms Matrix.
New Features and Enhancements
The following features are new to Conga CPQ in this release.
Support for Asset Change Operation on Ramp and Usage Assets on Conga Platform using Activate Orders API
Assets Change operation, using Activate Orders API, is supported on Conga Platform for ramp and usage assets that are created on the platform.
POST api/orders/v1/orders/{Id}/activate
For more information, see Developer Hub.
Create New Feature in Association page
You can now add new features directly on the associated feature page using the 'Create New Feature_Name' button on the Available feature page. This feature is available for Price List, Categories, Attribute Group, Product Group, Feature Set, and Dimensions.
Adjustments on Same Line Item
You can now apply both multiple adjustments and cart manual adjustments on the same line item. All defined adjustments are accessible on adjustment line items.
PATCH api/cart/v1/carts/{cartId}/adjustments
For more information, see Developer Hub.
All Adjustments on Adjustment Line Items
Administrators can now access all adjustments on Adjustment Line Items, including Waterfall Rule, Manual, BasePriceOverride, MinMaxPriceAdjustment, and CartAdjustment. They can use the new "Adjustment Audit Trail” flag to store other adjustments and apply multiple adjustments before line-level adjustments.
PATCH api/cart/v1/carts/{cartId}/adjustments
For more information, see Developer Hub.
Support for Asset Change:Configuration Operation for Standalone Asset using Activate Orders API
Asset Change:Configuration operation is supported using Activate Orders API for standalone assets that are created on the platform.
POST api/orders/v1/orders/{Id}/activate
For more information, see Developer Hub.
Support for Asset Change:Configuration Operation for Bundle Assets using Activate Orders API
Asset Change:Configuration operation is supported using Activate Orders API for bundle assets that are created on the platform.
POST api/orders/v1/orders/{Id}/activate
For more information, see Developer Hub.
Ability to Update the Quote List page using CX Studio
Administrators can configure or customize the quote list page for various user profiles using the CX studio. This enables the sales representatives to view the required quote headers for a given quote type during the quote life cycle.
Enhancement to Update Favorites API
The enhanced Update Favorites API allows sales representatives to update line items in public or self-created favorites as needed. This enhancement keeps the favorite configuration up to date when requirements change.
For more information, see Update a favorite API.
Support for Asset Renew Operation with Renewal Options using Activate Orders API
Assets renew operation, using Activate Orders API, is supported for bundle and standalone options which are created on Conga Platform. Renewal of subscriptions based on the following renewal options is supported:
- Proposal/Agreement End date
- Retain with current asset end date
- Farthest asset end date
- Custom end date
POST api/orders/v1/orders/{Id}/activate
For more information, see Developer Hub.
Support for Asset Renew Operation using Activate Orders API with Asset Pricing Criteria
Assets renew operation, using Activate Orders API, is supported on Conga Platform with asset pricing criteria for all types of assets that are created on the platform.
POST api/orders/v1/orders/{Id}/activate
For more information, see Developer Hub.
Support for Asset Renew Operation using Activate Orders API with Charge Type Criteria
Assets renew operation, using Activate Orders API, is supported with charge type criteria on Conga Platform for standalone and bundle option assets without asset pricing.
POST api/orders/v1/orders/{Id}/activate
For more information, see Developer Hub.
Support for Asset Renew Operation using Activate Orders API with Asset Pricing
Assets renew operation, using Activate Orders API, is supported on Conga Platform with asset pricing for bundle and standalone options which are created on the platform.
POST api/orders/v1/orders/{Id}/activate
For more information, see Developer Hub.
Support for Personalized Views on Installed Products page
On the Installed Products page, you can create a new custom view by selecting the required columns in the Choose Cart Columns tab. The view helps you filter, and display asset line items based on the columns that you have selected. Default group by is of product. You can choose to set the new custom view as the default view.
For more information, see Asset Features.
Category Sequencing for Catalog Browsing
Sales representatives can set the order of categories associated to a specific price list. on the Associated Categories tab of the Price List details page. Similarly, the order of sub-categories under parent categories can be set on the Catalog details page. Once the order is defined, the catalog page displays categories and sub-categories in that order when browsing and searching for products.
For more information, see Associating Categories with a Price List and Creating a Sub Category.
Viewing Quote Related Details
The quote details page now displays its related information like line items and documents. This enables the sales representatives to get complete details of the quote on a single page.
Custom Settings - Related Price Scope
Introducing Related Price Scope, a new setting in Custom Settings, to control related pricing calculations across the cart.
- If set to "Cart", the price of an option product is based on all instances of the related product in the cart.
- If set to "Bundle", the price is based only on instances within the same bundle.
GET api/revenue-admin/v1/flows/System/settings/ConfigSystemProperties
For more information, see Developer Hub.
Exporting and Deleting Records
You can now export or delete multiple records from the grids in CSV or Excel format by selecting the rows using checkboxes.
For more information, see Exporting Records.
Remove Read-Only Line Items from Cart for Asset-Based Operations
If an asset in the cart is terminated, suspended, or resumed, then the asset line item is read-only and can be deleted.
When the Change:Configuration, Change:Merge, or Swap operation is performed on that asset, then the line item is read-only and cannot be deleted since it has a dependency on the Upgraded line item.
Support for Asset Change Operation with Deep Discount on Conga Platform using Activate Orders API
The Activate Orders API lets you amend an existing asset (bundle option and standalone) with a deep discount where the discount is greater than the current Net price but lower than or equal to the total Asset TCV, for the assets that are created on the platform.
POST api/orders/v1/orders/{Id}/activate
For more information, see Developer Hub.
Support for Asset Change Operation on Ramp and Usage Assets using Activate Orders API
Assets Change operation, using Activate Orders API, is supported on Conga Platform for ramp and usage assets that are created on the platform.
POST api/orders/v1/orders/{Id}/activate
For more information, see Developer Hub.
Support for Asset Change Operation using Activate Orders API with Charge Type Criteria
Asset change operation, using Activate Orders API, with charge type criteria is supported on Conga Platform.
POST api/orders/v1/orders/{Id}/activate
For more information, see Developer Hub.
Automatic Unique ID Creation
CPQ now automatically creates and assigns a unique, user-friendly ID for business transactions like quotes, carts, orders, and assets. This makes it easy for sales representatives to reference, search, and share as required.
Ability to Set Lookup Fields on Cart Line Item
Sales representatives can configure the lookup field on the cart line item and search lookup field values as required. To achive this, you must configure the lookup field with records and associate them with the Line Item object. Ensure that lookup field is included in the Cart Line Item list under column settings of Cart settings in the required flow settings.
For more information, see Cart Settings and Configuring Column Settings.
Waterfall for Rollup Line Items Adjustments
The waterfall feature is now available for rollup line items at the bundle level (rollup lines without a PLI record), just as it is for the regular line items. This functionality includes applying charts, making adjustments to custom price points, and viewing the updated chart on the waterfall page. Adjustments are made to the respective options are also impact the rollup waterfall. Note that the base price and list price of rollup line items are zero since they do not have their own PLI record.
- Get price waterfall detail by chart id:
GET api/cart/v1/carts/{cartId}/items/{lineitemId}/waterfallchart/{chartId
} - Manual adjustments:
PATCH api/cart/v1/carts/{cartId}/adjustments
For more information, see Developer Hub.
Integration of Pricing Custom Settings through API
Rounding Mode is now part of the pricing-related custom settings available through the config system properties API. It allows you to choose the rounding mode for calculations.
GET api/revenue-admin/v1/flows/System/settings/ConfigSystemProperties
For more information, see Developer Hub.
Unrestricted Price Point Modifications
The IsModifiable
flag is now set to true by default, allowing you to modify all price points unless Allow Manual Adjustment is set to false. This enhancement ensures consistent behavior across all price points.
For more information, see Defining Price Points.
Enhanced Access to Adjustments
The waterfall feature now allows access to all adjustments, including Multiple Adjustment, Waterfall Manual Adjustment, and Cart Adjustment, directly on Adjustment Line Items. The system respects the "Allow Manual Adjustment" flag for all manual adjustments applied to line items.
Support of Order Line Item creation with attributes using Cartcheckout API
The Cartcheckout API can fetch the attributes on Order line items from cart line items.
For more information, see Developer Hub.
Temporary Renewal Asset Groups Records are Created
When renewal execution mode is “Auto”, then on order activation, temporary renewal asset group records are created. While creating these records, few parameters are considered; renewal group fields, renew type, auto renew flag, price list. The default renewal group field is auto renew flag and price list.
Temporary records are created with status as New and without any configuration. To this record a new group field is added to display renewal group fields.
For example, when you add four products to the cart with the same start and end date, and on the fourth product “Auto Renew” = True is set, then two renewal records are created. The first record has the fourth product with renew type as Auto Renew=true and the second record has three products where Auto Renew is unchecked.
Display Column Setting for Price Waterfall
Administrators can now define display column settings for the Price Waterfall using the admin UI. The application displays columns based on the defined seed data, with default columns listed as specified.
For more information, see Configuring Column Settings.
Support for Creating Renewal Quote
When a subscription renewal quote is created on Salesforce it is synced to Conga Platform with the same data and is priced. However, if any changes are made to the assets, then the existing renewal quote on the Platform is not updated. You can only finalize the quote to renew the subscription and modify the values prior to finalization on the Platform Renewal quote. It is observed that sync from Platform to Salesforce may take longer than expected for large Renewal quotes. Hence, it is recommended to perform Renewals completely on the Conga Platform.
Enhanced Attribute Lookup Fields in CPQ Config UI
Sales representatives can view, search, and update attribute lookup fields on the CPQ Config UI. Dropdowns display lookup fields with a default record limit of 200 and adjustable up to 1000.
For more information, see Creating a Lookup Field.
Enhanced Lookup Attribute Functionality
Sales representatives can set and search values in lookup type attribute fields. The system uses enhanced settings for lookup field names, display columns, and filter criteria. Lookup attributes are also usable in product attribute rules and constraint rules.
Retrieve Order Line Item Attributes using Order Service API
The orderlineitems
API now retrieves order line item attributes regardles of the isAsync }}flag value when creating an order using the {{Check the cart out
API.
To achieve this, you must add the OrderLineItemAttribute
in the Includes
parameter while invoking the API. Previously, the orderlineitems API did not include these attributes in the response if isAsync was set to false.
For more information, see Check the cart out API and Retrieve the cart lineitems API.
Pricing Adjustment with Attribute Changes
Changing attributes in the config screen for attribute-based pricing now automatically deletes previously created price ramps. Sales representatives can recreate price ramps as needed for accurate pricing.
Support for Asset Terminate Operation using BillingMetrics API
Conga Platform can call the BillingMetrics API during the termination operation to calculate projected values and other important billing-related fields.
Adjustment Amount for Relate Price List Item (PLI) via Expression
You can now define the related adjustment amount source as a dynamic value using expressions within the line item context and create these expressions using the expression builder in the Admin UI. You can input both the adjustment amount source and the adjustment value, with the system prioritizing the adjustment amount source.
For more information, see Adding Details to a Price List Item.
Dynamic “Adjustment Amount To” in Price Matrix via Formula Builder
Administrators can now use expressions to define dynamic adjustment amounts on Price Matrix rule entries. This includes selecting numeric fields or formula fields as the "Adjustment Source To" and using the formula builder for dynamic values.
For more information, see Configuring Price Matrix Entries.
Price and Waterfall Ruleset: Dynamic Adjustment Amounts
Pricing administrators can define dynamic adjustment amounts on price and waterfall rule entries using expressions, allowing for both static and formula-based values.
For more information, see Creating Price Waterfall Ruleset Entry and Creating Price Rule Entry.
Promotion Restriction with Coupons
When active coupons are present, applying a promotion directly is blocked. You can only apply promotions through the active coupons.
Match in Assets (UI - Recommendation)
Recommendation rules now run based on existing assets. Sales representatives can see recommendations for products not already listed as asset line items. This helps with up-sells, cross-sells, or renewals.
Expression Builder Enhancement
Administrators can now select fields from Line Item, Product, and Attribute in the expression builder. You can search for objects and fields, add them to expressions, and reset selections to add different fields. This enhancement helps build expressions more easily without needing to remember API names.
For more information, see Creating a Field Expression.
Support for Lookup Type Attributes
The create attributes API now enables the administrators to create lookup type attributes by defining the LookupObjectName through the API. To achieve this, you must add the LookupObjectName
in the parameter while invoking the API.
For more information, see Create Attributes API.
Integration of Pricing Custom Settings through API
Enable Price Matrix Audit Trail and Enable Price Rule Audit Trail are now part of the pricing-related custom settings available through the config system properties API.
Enable Price Matrix Audit Trail tracks adjustments made via Price Matrices, while Enable Price Rule Audit Trail logs promotions applied via Price Rules. Both are recorded on the Adjustment Line Item object.
GET api/revenue-admin/v1/flows/System/settings/ConfigSystemProperties
For more information, see Developer Hub.
Support for Updating Favorites
You can modify various field values such as the name, scope, and filters within your existing favorites. This feature allows you to keep your favorites relevant as your requirements change. To perform these updates, you must have edit permission for the favorite configuration
object. You can update only public and personal favorites.
Net Adjustment Percent Calculation
When administrators set 'Is Custom Rounding' to FALSE and 'Calculate Net Adjustment Percent Before Rounding' to TRUE in Config System Properties, the pricing engine calculates net adjustment percentages before rounding net and extended prices. This ensures that net adjustment percentages are unaffected by rounding.
GET api/revenue-admin/v1/flows/System/settings/ConfigSystemProperties
For more information, see Developer Hub.
Update Min/Max Price and Net Adjustment Percentage via API
Administrators can now pass Min/Max Price and Net Adjustment Percentage for a PLI via the API. The system interprets values based on the "Min/Max Price Applies To" picklist, applying limits to either the product price or net adjustment percentage. Validation ensures Min values do not exceed Max values, and these settings also apply to Ramps.
POST /api/revenue-admin/v1/price-lists/{parentId}/price-list-items
For more information, see Developer Hub.
Fixed Issues
The following issues are fixed in this release. If any actions are required, they will be listed in this table.
Case Number | Conga Internal ID | Description |
---|---|---|
VPMP-233 | CPQ-85259 | When you create an order by invoking accept quote to create order API, the order does not fetch the primary contact, grand total, and amount fields details. Hence, primary contacts do not receive the email notifications in the quote to order flow. |
NA | CPQ-85169 | While configuring the bundle, the Attribute/Option page is skipped and goes directly to the Cart page. Clicking the wrench icon in the cart does not open the attribute page for the bundle. |
HE-9 | CPQ-85150 | While configuring the product, attribute values are not matching because attribute value matrices and entries are out of sequence. |
NA | CPQ-85086 | Bundle product recommendations with matching options takes 6-10 seconds to load. |
TRPM-298 | CPQ-84719 | The following error is displayed while viewing the details of a product during product configuration.
|
HE-5 | CPQ-84714 | When you access the Action Setting under Flow Setting, the UI fails to render the data despite the API producing it, resulting in an empty Display Action list. |
NA | CPQ-83633 | Individual product publishing and publishing of bundle products with large configurations via Config Swagger resulted in an error.
|
NA | CPQ-83630 | The following error is displayed while viewing the details of a product during product configuration.
|
TRPM-273 | CPQ-83560 | The location lookup is invalid because there is no location information on the UI. However, the UI is trying to make a patch call with the empty location information. |
Known Issues
The following unresolved issues are known to Conga at the time of this release.
Conga Internal ID | Description |
---|---|
CPQ-85658 | Attribute Value Matrices do not work when "IsWildcard" is set to false. This issue was observed after performing a data sync from Salesforce to the Platform. |
CPQ-85636 | The |
CPQ-85597 | Bundle asset options do not expand on the Installed Products page but are visible in the cart during operations. |
CPQ-85364 | The Attribute Value Matrix is not working after the data sync from Salesforce to Conga Platform. |
CPQ-84934 | Product Attribute Rule does not work with Value Expression as line item FieldName. After data sync, Salesforce field names appear in the Value Expression field instead of the correct platform-specific fields. |
CPQ-84654 | Submit for Approval button remains disabled for specific bundle products in carts, even when Auto Approval criteria are met. |
CPQ-84143 | For some quotes, the number of line items is inconsistent between in-memory data and the ObjectDB in the Production instance. |
CPQ-83960 | An error message appears from constraint rule, even when the required option is already added by default in the bundle.
|
CPQ-83626 | The Config Pending icon appears on sub-bundles and disappears when switching between Option Groups. |
CPQ-79148 | The ExpandedByDefault field must be set to True to auto-expand options under an OptionGroup, leading to the need for data adjustments after synchronization. |