202403.3.0 Release Notes

In these release notes, you can find features, enhancements, fixed issues, and known issues for the Conga CPQ on Conga Platform 202403.3.0 release. For documentation updates, see What's New in CPQ on Conga Platform.

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.

Packages 

The following SFDC managed package is required.

New Features

The following features are new to Conga CPQ on Conga Platform in this release.

Asset Service Integration Support

• The ABO platform supports Asset Change (Amend) operations with flat prices, allowing you to modify existing assets regardless of quantity dependency. With customizable settings for Asset Pricing and One-Time Change, you can manage flat-priced assets.
• The ABO platform now integrates the Change Quantity operation on the Conga platform, enabling you to adjust asset quantities seamlessly. You can increase or decrease asset quantities, facilitating changes to existing assets without affecting the entire asset. This feature supports adjustments on the same asset or the creation of new assets with changed quantities.

• The ABO platform now supports the restoration of asset values upon re-selection of cancelled option lines during changes on the Conga platform. Through the custom setting "AssetRestoreFields," you can define fields except attributes to retain during re-selection. For example, here fields A1, A2, A3 got values 1,2,3 from the asset. You modifies it to 1,4,8 and then deselect the option and re-select it. The system restores the original asset attribute value 1,2,3 in this case.

  A1	A2	A3	Renewed-load	change values	Deselect	Reselect
  1	2	3	store (1,2,3)	1,4,8	?	1,2,3

• The ABO platform now supports "Asset Pricing criteria fields" for dynamic pricing adjustments during change and renew operations, enabling you to switch between PLI pricing and asset pricing based on predefined constraints such as line status, ABO action, and criteria fields. For example, 

  Use cases	Values on asset	Request parameters	Response
  Change Quantity, selling term, give discount define "Asset Pricing criteria fields" =quantity, Selling term	Quantity=1, Net price=90, selling term=1, (During new sale 10% discount was given)	Quantity=2	Line status=amended, Quantity=2,selling term=5, Net price=200, Delta price=110 Note: Base price comes from PLI price on change of Quantity as it is a criteria field.

Enhancements

This section describes existing features that are changed in this release.

Removed unwanted fields from Waterfall Entries and Price Rules

The removal of Product Group and Match in Asset fields in the Price Rule and Waterfall Rule Entries. 

For more information, see Creating Price Waterfall Ruleset Entries and Creating Price Rule Entries.

Order Option and Ramp Line Removal

During the Renew operation on the ABO platform, you can remove options and Ramp lines from Order line items and Asset line items. Removed items are accurately reflected in Order Line Items (OLI) and Asset Line Items (ALI).

Support for Decrementing Quantity in Change Quantity 

The change quantity option enables the addition and pricing of products with negative quantities in the Decrement scenario. By supporting negative quantities, you can manage cart adjustments and pricing.

Support of Asset Change Operations in Platform ABO with Asset Attributes

During the Change operation, all the asset attributes are displayed and you can further modify them. It is supported for all kinds of products like standalone, bundle, option, and ramp.

Support of Charge Type Criteria with Attribute

During the Change operation, if there are any charge type criteria with the attribute, you can modify the attribute to satisfy the charge type criteria and display the new charge type with Line Status as New. This feature is supported for all kinds of products like standalone, bundle, and option.

Information Screen for a Promotion

Minor UI changes in which the info icon is removed and mandatory fields are marked with an asterisk.

For more information, see Defining Information of a Promotion.

Defining the Scope for a Promotion

The administrator can define the scope of a promotion. In this enhancement, you can exclude the selected products from the products, product families, and product groups. 

For more information, see Defining Scope of a Promotion.

Defining Criteria for Promotion

The administrators can define promotion criteria. When the sales representative applies a promotion to a customer's purchase, the criteria determine if that purchase qualifies for the promotion or not.

For more information, see Defining Criteria of a Promotion.

Configuring Benefits for Promotion

Administrators can create or update the benefits. 

• For Buy X Get X promotions using the Rate Table- No Tiers and With Tiers approach on Line Item Object. The Rate Tables can be created based on provided Rate Table Column values, with options to specify Rate Value Type, Adjustment Amount, and more. You can dynamically add or delete rows in the Rate Tables to fine-tune promotion configurations.
• For 'For Every X Get X' and 'For Every X Get Y' Promotions: Single Rate, the administrators can create or update benefits on the Line Item Object using the Single Rate approach.
• For 'Buy X Get X' Promotions: Single Rate (Line item and Summary group), the administrators can create or update benefits.
• For 'Buy X Get Y' (Line Item) Promotions: Single Rate, administrators can specify Benefit Products, which include Product Family, Products, or both. You can also define multiple Charge Types for the provided product.

For more information, see Defining Benefits of a Promotion.

Defining Limits for a Promotion

Administrators can create or update promotion limits to determine the number of times the customer can apply a promotion for different types of transactions.

For more information, see Defining Limits of a Promotion.

Defining Coupons for a Promotion

Coupons are alphanumeric codes that correspond to a promotion. You can create a user-friendly name for a coupon.

For more information, see Defining Coupons.

Summary Screen for a Promotion

Administrators can access detailed promotion summaries by clicking on any promotion name on the "Promotions" screen or using the "Summary" option on the promotions details page or while editing the promotion. When you edit a promotion you can view the details across other sections like Information, Scope, Criteria, Benefits, Limits, and Coupons in a read-only mode.

For more information, see Editing a Promotion.

Platform ABO: Syncing Asset Attributes from Salesforce to Conga Platform

All asset attributes from Salesforce are now synced to the Conga platform using Data Sync.

Asset Ramp Change with Price Escalator Support

You can Renew and Change Ramp assets with defined escalators on the Conga platform. This enhancement enables the handling of multiple ramp assets.

Enhanced Deal Guidance Calculation

Deal guidance calculation is enhanced by excluding the "Initial Row" field. The system allows zero/null values without affecting the result.

Auto-adjustment for Sales Ramps in Pricing

Administrators can ensure efficient pricing adjustments as sales reps create ramps via the runtime API. With support for various adjustment sources, types, and targets, errors are minimized.

Support for Buy X Get Y Promotions in Promotions API

The Promotions API now supports:

• Multiple charge types for Buy X Get Y promotions, allowing for a flexible definition of benefit products with various charge types like Standard Price, License Fee, Subscription Fee, etc.
• Multiple Y products for Buy X Get Y promotions, allowing for flexibility in selecting Product Family or individual Products, along with the inclusion operator (OR or AND).

Customizable Price Waterfall for Ramp Products and Bundled Options

Price Waterfall charts can be generated for ramp products and bundled options, allowing for customized adjustments and period frequencies.

Promotion Handling with Rate Tables

Promotions and coupons now affect pricing fields with "Apply Incentive" and "Remove Incentive" features. Buy X Get X Line item promotions with Rate Tables are accurately applied according to their configuration.

Fixed Issues

There are no fixed issues in this release.

Known Issues

There are no known issues in this release.

DOC ID: CPQRLP20240330RN20240418