Support for Formula Field for Price Dimensions

Support for ContextType = 'Formula Field' for Price Dimensions during data sync of PriceRules, PriceMatrix, and related objects is added.

Creating Rebates

You can now define essential information for creating a rebate program through the Admin API. This includes fields for rebate name, effective and expiry dates, priority, activity status, description, and rebate type. Upon saving, the system generates a unique ID for the rebate program.

Post /api/rebates-admin/v1/rebates

For more information, see Developer Hub.

Enhancement to the Pricing Setting- Adhoc/Hierarchy Totaling Hierarchy

The Adhoc/Hierarchy Totaling Hierarchy setting has been enhanced from the free text field to the dropdown. This allows you to select the product fields correctly. However, the Adhoc/Product Totaling Hierarchy behavior is dependent on the Totaling Group Type setting selection and this settings.

For more information, see Pricing Settings.

Support for Wildcard Operators for Visibility Rules- Inclusion Criteria

You can use wildcard operators while defining the inclusion criteria for visibility rules. This enables the rules to look for the required information in a group. The supported operators are Contains, Does not Contain, Ends With, and Starts With.

Setting Auto Active Order for Renewal Quotes

When the Renewal Execution Mode is Auto or On Demand a Renewal quote is created for line items with Auto Renew=True. The quote has the keyword 'Auto' and for this quote, update “Auto Activate Order" is always TRUE.

Ability to Control Cart Locking

The following enhancements are new to the Cart locking feature:

• You can deploy the DC and CPQ in the same tenant, and the feature settings are now at the tenant level.
• You can control the cart locking or unlocking functionality.
• To control this feature, all APIs accept a header called AcquireLock with true or false values:
  • If AcquireLock is not provided, it defaults to false, and the API ignores cart locking or unlocking even if the feature is enabled.
  • If AcquireLock is true, the cart locking or unlocking logic is respected, but only if the feature is enabled.
  • If AcquireLock is false, the API ignores cart locking or unlocking, regardless of the feature being enabled.

This enhancement allows flexibility for custom integrations and approval systems, where the cart lock or unlock logic can be bypassed without additional steps.

Support for Grouping Renewal Quotes based on Renewal Group Fields

Renewal Quotes are created with renewed line items based on grouping fields which are provided in Renewal Group Fields. The default Renewal Group field is “AutoRenew flag” and “Pricelist”. Line items with the same end date are grouped in a single quote.

For more information, see Renewal Settings.

Support for Order Line Item activation using orderlineitems API

Using the orderlineitems API, you can activate specific order line items to create an asset line item and generate a renewal quote for those assets on Conga Platform. For example, if there are 10 order line items and two are activated, then only two asset line items are created and a renewal quote for these two assets is generated.

This is applicable for standalone and products with single charge type. For Bundle-options and multiple charge types, you must activate order line item of the primary line to create asset line items of the entire bundle-option or multiple charge types. For Ramp assets, you must activate the order line item of the primary ramp line. The renewal quote has renewed lines and is in Finalized state.

GET /order/{parentID}/orderlineitems

For more information, See Developer Hub.

Support of Asset Termination operation using Order API

Asset termination operation using Order API is supported on the Conga Platform.

POST api/asset/v1/assets/{cartId}/terminate and POST /api/orders/v1/orders/{Id}/activate

For more information, see Terminate a cart's assets and Activate order APIs.

Support of Asset Swap operation using Order API

Asset termination operation using Order API is supported on the Conga Platform. This is applicable for Bundle to standalone and vice versa. Also applicable for standalone to standalone.

POST api/asset/v1/assets/{cartId}/swap and POST /api/orders/v1/orders/{Id}/activate

For more information, see Swap an asset and Activate order APIs.

Ability to Modify Fileds in the Quote Details under the Control Panel using CX Studio

You can manage the fields available in the Control Panel using CX Studio. This feature allows you to add, remove, move, and delete the fields as per your business requirements.

Ability to Modify Fields in the Create Quote Pop-up using CX Studio

You can manage the fields available in the Create Quote popup window using CX Studio. This feature allows you to add, remove, edit, and delete the fields as per your business requirements.

For more information, see Editing the New Quote Pop-up Layout.

Disassociating Rebates from a Quote

You can disassociate the rebate program from the quote when it is no longer needed or not needed for the specific quote without having to delete it. To achieve this, you must invoke the following API by passing relevant business object details in the request body.

DELETE /api/rebates-admin/v1/associations

For more information, see Developer Hub.

Support for Defining Scope in Rebate Programs via API

You can define a unit of measure to be considered while defining the rebate program. This feature converts the rates according to the units selected on the cart.

Support for Clone Rule Type in Constraint Rule

Support for rule type ‘Clone’ is added to Constraint Rule to enable cloning of a product multiple times based on criteria. Action Expression field is added in the Conditions & Action tab to define how many times a product must be cloned.

For more information, see Creating a Constraint Rule and Configuring a Constraint Rule.

Manging Rebate program for Buy X Get X benefit via API

Creating Rebates
You can now define rebate programs for the Buy X Get X benefit through the Admin API. This includes fields as Rate Type, Adjustment Type, Adjustment Applies To, Adjustment Amount Benfit UOM. Upon saving, the system generates a unique ID for the rebate program.

Post /api/rebates-admin/v1/rebates

Update Rebates
You can now update rebate programs defined for the Buy X Get X benefit using Admin API.

Patch /api/rebates-admin/v1/rebates

For more information, see Developer Hub.

Associating Rebates from a Quote

You can associate the rebate program with the business objects within the organization and reuse the rebate program for other objects when required.

POST /api/rebates-admin/v1/associations

For more information, see Developer Hub.

Support for Defining Criteria in Rebate Programs via API

You can now define the criteria of a program using line item fields and attributes, thereby allowing only the line items to qualify which fulfills the criteria. This helps you to decide which program can be applied to a quote to make informed purchase decisions.

Post /api/rebates-admin/v1/rebates

For more information, see Developer Hub.

Support for Lookup Component in Price Dimensions

While creating a new price dimension you can enter an expression in the Field using the lookup component to minimize errors.

For more information, see Creating Price Dimensions.

Support for Add and Remove Options using Order API

You can add and remove an Option on Order line item and Asset line item using the Order API.

For more information, see Developer Hub.

Support for Large Cart

CPQ on Conga Platform supports updating, finalizing, and saving of large carts having around 10,000 items.

Ability to Define Product as Optional

You can make the products optional. This allows you to add non-priced products to the quote based on customer requirements.

Apply Rollup Field Update

You can define a roll-up summary field at the cart level or a bundle product level to aggregate value from each line item in the given context and with a match condition to filter out unwanted lines.

Adding Shapes to the Color Bands

You can define color bands and associate respective shapes and colors with them. This helps you to differentiate deals and make smart decisions while defining margins. The appropriate color bands are displayed on the cart for the respective line item based on the defined rules.

Support for Asset Renewal Custom Callback Class

Support for Asset Renewal Custom Callback Class is added to Conga Platform. Asset Renewal Custom Callback allows you to filter the renewal quote assets that are created using the On-Demand job. For more information, see Asset Renewal Custom Callback Class.

Ability to Group Cart Lines by Custom or OOB Field

You can group cart lines by specific fields on the cart page. This enables you to view cart lines grouped along with summary lines created by specified fields.