Enhancement in Renewal Quote Creation

The Renewal Quote Creation job is a scheduled job that runs every 5 minutes and processes renewal quotes that are pending. In the new enhancement, the processing is happening in real time. As soon as a quote is created and the order is activated, the renewal quote is created immediately.

Support for Sync of Renewal Quotes

Support for changes in renew type that impact the renewal quote and certain conditions to be met for updating an existing renewal quote.

For more information, see Renewal Settings.

Enhanced Control for Overriding Extended Quantity in Pricing Calculations

You can now override the extended quantity of sub-bundles and options before the pricing engine calculates prices. This enhancement allows flexibility in extended quantity calculations without affecting existing implementations.

Enhanced Validations for Attribute Value Matrix Imports

Attribute Value Matrix (AVM) entry imports now include validations to prevent importing invalid attributes or attribute values. The system checks for attribute existence, compatibility with the parent matrix, and validity based on attribute type. This ensures accurate data imports.

Enhancement to the Typeahead Search API

The typeahead search API retrieves results from all categories available in the system. To achieve this, you must pass the “all” keyword against the categoryid parameter while invoking the typeahead API.

For more information, see Search products using typeahead API.

Updating Secondary Charge Lines Without Triggering Pricing Recalculations

You can now update line items for secondary charge lines without triggering pricing recalculations. The system no longer copies custom field values to secondary or option rollup lines; only values you manually set on secondary lines are retained.

Ability to Customize the Quote Details page using CX Studio

You can customize product creation page layouts for using CX Studio. This enables you to make specific fields available during creation, viewing, and updating product details.

For more information, see Editing Product Creation Page using CX Studio.

Enhancement in Renew button

Asset line items of the type 'Evergreen' and ‘Do No Renew’ do not qualify for renewals. Hence the Renew button on the Installed Products page was automatically disabled. With the new enhancement, the button continues to be enabled however when you click an error message is displayed.

For example, five assets are selected for renewal of which one is of type ‘Evergreen’ and one of type ‘Do No Renew’, and the rest are eligible. On clicking of the Renew button, an error message for two assets that do not qualify is displayed in the following format:

“Renew is not allowed for < Evergreen/ Do No Renew> asset <asset name>.”

Support for Creating Usage Price Tiers with Any Price Type

Administrators can create usage price tiers with any price type in the PLI. The system creates tiers when the matrix type is set to "Usage," regardless of the price type. It also supports dimension type matrices with the "Usage" price type.

Support for Typeahead Search

Catalog search now shows matching search terms as you type while using the search feature. This helps you find the right terms or products to get the results and select products quickly.

For more information, see Searching Products from the Catalog.

Custom Display Field Support for Lookup Dropdowns

Administrators can set a custom field for lookup dropdowns in the cart or configuration page. If no field is set, the system defaults to "Name”.

Support for Optional Products in Replacement Rules

You can now make products optional for replacement rules. Optional products will not count toward rule fulfillment, and rules will not trigger if the condition product is optional.

Enhancement to Rollup and Formula Field Expressions in Dynamically Cloned Products

Rollup and formula field expressions now work for dynamically cloned products. You can store the rollup value in an attribute and use it in the Action Expression.

Applying Product Attribute Rule (PAR) Correctly in UI without Global Notes Permission

PAR now applies correctly in the UI. The Global Order Admin Notes field works as expected on the configuration page for those without the “Global_Notes_Permission” permission set flag.

Enhancement to the CPQ User Interface

When you try to View the pending approvals on the quote details page, CPQ now opens the 'Pending Approvals' window in the same tab.

For more information, see Presenting Quotes.

Restrict Manual Adjustments for First Price Point on Price Waterfall

The system now restricts modifications to the List Price on the price waterfall page. You cannot add any adjustments to the List Price at the first price point, and the "AllowManualAdjustment" flag will always be false for this price point.

For more information, see Get price waterfall detail API.

Enabling Price Rules and Pipeline Rules via Feature Flag

You can enable the new feature flag "EnableCartLookupResolution" to trigger Price Rules and Pipeline rules correctly after migration through data sync.

Enhancement to the Cart Locking

When the locked cart is abandoned, the system automatically cleans the claim access queue.

For more information, see About Cart Locking for Concurrent Access.

Ability to Define Collaborator Type

You can set a default collaborator type for the Owner ID field to display in the Collaboration pop-up. You must set the desired value in the Collaborator Type setting in Cart settings to achieve that.

For more information, see Cart Settings.

Ability to Define Fields in the Collaborator Model

You can define the required fields in the Display Column Settings for the Collaborator modal. The following new settings have been introduced to define the fields to display on the collaborator based on your requirements.

• Collaboration Assignment Details-To configure the list of fields to display on the Adjustment Line Item popup on the Cart.
• Collaboration Assigned Products- To configure the list of fields to display on the Assigned Products tab for the Collaboration Request.
• Collaboration Completed Configuration- To configure the list of fields to display on the Completed Configuration tab for the Collaboration Request.

For more information, see Configuring Column Settings.

Managing Rebate Program for Buy X Get Y benefit via APIs

• Creating Rebates
  You can now define rebate programs for the Buy X Get Y benefit through the Admin API. This includes fields as Rate Type, Adjustment Type, Adjustment Applies To, Adjustment Amount Benefit UOM. Upon saving, the system generates a unique ID for the rebate program.
  For more information, see Create rebates API.
• Update Rebates
  You can now update rebate programs defined for the Buy X Get Y benefit using Admin API.
  For more information, see Update rebates API.
• Retrieve Rebates
  You can retrieve rebate programs defined for the Buy X Get Y benefit using Admin API.
  For more information, see Retrieve rebates API.
• Delete Rebates
  You can delete rebate programs defined for the Buy X Get Y benefit using Admin API.
  For more information, see Delete rebates API.

Server-Side Search for Lazy-Loaded Bundle Products

You can now enable the Server-Side Search lazy-loaded bundles by setting the “EnableLazyLoad” flag to TRUE in Config System Properties. You can search for Option Groups, Attributes, and Products within a bundle and navigate through results using the ‘Previous’ and ‘Next’ buttons.

Support for Multiselect Operators and Null Conditions in Picklist Criteria

Picklist values now support multiselect for "In" and "Not In" operators and the "!=null" condition. The "Is Null" and "Is Not Null" operators are introduced and will disable the value field when selected. This change applies to the following criteria models:

• PricelistItem Criteria
• PriceRuleSet Criteria
• PriceRuleEntry Criteria
• DealGuidance Criteria
• SearchFilter (CPQ) Criteria and Inclusion Criteria
• ConstraintRuleCondition Criteria
• ConstraintRuleAction Criteria

Automatic Save for Secondary Charge Type in Pricing Admin

Secondary charge types now save automatically when added, similar to primary charge types, without the need to click the SAVE button. This change ensures that the system reflects changes immediately and prevents incorrect messages when a secondary charge type is deleted without saving.

For more information, see Adding Charge Types to a Product and Adding Charge Type Criteria to a Product.

Support for Asset Renew Operation with Usage and One Time Assets using Order API

You can perform renewal of subscription with Usage and One Time Assets using Order API.

POST api/orders/v1/orders/{Id}/activate

For more information, see Developer Hub.

Support for Renew operation with Ramp using Order API

Support for Renew operation of subscription with Ramp and subscription with Price Escalator on Ramps is supported using Order API.

POST /api/orders/v1/orders/{Id}/activate

For more information, see Developer Hub.

Support for Asset Operation with Flat price for Bundle-option using Change API

All asset operations on any bundle option that has a flat price and no dependency on quantity is supported using Change API.

POST api/asset/v1/assets/{cartId}/change

For more information, see Developer Hub.

Support for Price Matrix Adjustment Amount Source with Formula Field

Administrators can select a static field or formula for the "Adjustment Amount Source" in price matrix entries. The system uses the selected field or formula to calculate the adjustment amount, prioritizing the source field. If the field is empty or null, the matrix entry's adjustment amount will be used.

Support for Formula-Based Related Adjustment Amount Source in Related Pricing

Administrators can now set a static or formula-based field as the "Related Adjustment Amount Source" for related pricing. The system calculates the related adjustment amount based on this source and applies it during pricing, re-evaluating if the value changes.

Support for Waterfall Calculations with Bundle+Option Rollup via Waterfall API

You can now enable the Bundle+Option Waterfall feature to calculate separate waterfalls for bundles with and without option impacts. By setting the EnableBundleOptionRollupOnPriceWaterfall flag to true in Get price waterfall detail API and Get price waterfall detail by chart ID API, you can generate Bundle+Option charts for a clearer view of price rollups. This feature ensures accurate pricing behavior without affecting net price calculations.

For more information, see Get price waterfall detail API and Get price waterfall detail by chart ID API.

Support for Currency Field and Conversion in Price Rulesets

The Price Ruleset and PLI objects now support a Currency field and the Enable Currency flag. When enabled, the system performs currency conversion based on the specified currency in Price Rulesets and ensures accurate pricing across different currencies. This feature applies to all Price Ruleset types, including Pricing, Promotions, and Price Waterfall.

Support for Unique Identifiers on Cloned Products

You can now display unique identifiers for cloned products to differentiate them easily. The OverrideClonedProductName property in ConfigSystemProperties allows you to define a naming pattern for cloned products, with a default pattern of Name-#.

Support for Making Products Optional in Constraint Rules

You can now make products optional within constraint rules by enabling the {{EnableExcludeOptionalProducts}}flag in ConfigSystemProperties. Optional products are excluded from fulfilling inclusion rules, and auto-included products are not removed if their condition product becomes optional.

Support for Making Products and Bundles Optional

You can now make products and entire bundles optional in CPQ. This includes marking all options inside a bundle as optional by enabling the new flag EnableExcludeOptionalProducts in ConfigSystemProperties. Min/max and total quantity validations will not apply to optional products.

Support for Making Products Optional

You can make products optional by enabling the {{EnableExcludeOptionalProducts}}flag in ConfigSystemProperties. This allows you to mark products and bundles as optional, with their prices excluded from the total quote amount