Support of Datatype and Operator Mapping Validations

The system now validates operators based on the field datatype, ensuring that only applicable operators are available when setting up criteria. This prevents the selection of invalid operators for different data types.

Enhancement for Search Text Preservation in Cart Views and Custom Grids

CPQ now preserves the search text in custom grids, such as Cart Views and Rollup Lists, even after deleting items. The search text will remain until you explicitly clears it. This change applies to all custom grids fetching data from revenue-admin APIs

Support for Copying Quote Owner Value to Renewal Quote

When a renewal quote is created, the original quote from which the renewal is being generated is identified and the quote owner values are added to the renewal quote automatically. For an Account-based renewal, the "Account Owner" value is copied to the "Quote Owner" value. If the value is blank, then System Admin is copied to Quote owner.

Cart API - Get Cart Collaboration Request By Cart ID

You can retrieve a specific cart collaboration request by its ID using the following API. You must set the EnableCollaborationRequest to {{true }}to enable the collaboration feature.

GET /api/cart/v1/carts/collaboration-request/{id}

For more information, see Developer Portal.

Making Object Name and Lookup Field Name Searchable

The Object Name and Lookup Field Name on the Lookup Field Setting object are now searchable and indexed. This improvement simplifies their use in Lookup Field Settings on the cart page. This is included in the seed data by default.

Enhancements to the Catalog APIs

The following enhancements have been introduced to the Typeahead search in this release.

• A new flag, isRetrieved, has been introduced in the Get product details API. This enables the UI to display the specific category that has been loaded.
• The Get product details API does not return the ProductAttributeGroupId, {{AttributeGroupMemberId }}in the results and the path, Instead it returns the {{AttributeGroupId }}and {{AttributeId }}in the path.
• In the AttributeGroup under OptionGroup scenario, the search result does not contain the content type Attribute, where {{OptionGroup }}is a part of SearchResult.

For more information, see Developer Portal.

Enhancement to the Typeahead Search

The enhanced typeahead list is closed when you click on any pagination link or product name.

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

You can now enable the Bundle+Option Waterfall feature to calculate price rollups using waterfall rules for bundles, both 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 Guided Product Selection with MIN/MAX Rules

You can now set MIN/MAX limits for option groups in guided product selection. This ensures automatic validation and inclusion of options based on predefined rules when products are added or updated in the cart.

Support for Guided Product Selection Using Attributes with Attribute Value Matrix (AVM)

You can now configure Attribute Value Matrix (AVM*)* to automate option inclusion based on attribute selections. The system triggers rules when you add or update products in the cart and automatically applies any relevant constraint rules.

Support for Guided Product Selection with Product Attribute Rules (PAR) Default Action and Rollups

Administrators can now set up Product Attribute Rules (PAR) Default Actions to automate option inclusion based on attribute selections. The system triggers these rules when you add bundles or sub-bundles to the cart and automatically applies any relevant constraint rules.

Support of CX Studio for Promotions Information Section Form

CX Studio now supports the Promotions Information Section form. It allows you to edit the layout while keeping Revenue Admin UI capabilities unchanged.

For more information, see Creating Object Layouts, Managing Object Layout, and Defining Information of a Promotion.

Support for Displaying Purchase Value ID

When a quote is created and a purchase value ID is added, the same is displayed on the cart line item. After finalization and acceptance of quote, it is displayed on the order line item and asset line item. Applicable for new sale only.

Support for Lookup Type Attributes

You can now use Lookup Type attributes in various criteria. It includes Incentive, Price Ruleset, Rebate, and Deal Guidance Rules. By default, the system evaluates the 'Name' property of the lookup for these criteria.

Ability to Group Cart Lines by 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. To achieve this, you must first define custom fields in the Group By Fields setting in cart system properties.

For more information, see Cart Settings.

Support of Asset Pricing Criteria on Renewal Quotes

You can configure the Asset Pricing Criteria settings to define the criteria based on which the Asset Price or the Product List Item (PLI) pricing must be applicable on a Renewal Quote.

For more information, see Asset Pricing Criteria.

Support for Grouping Renewal Quotes on Attributes

Renewal quotes can be grouped based on attribute values. This is applicable for all types of products, Standalone, Bundle, Ramp, Usage, with single or multiple charge types, and bundle options up to sub level 3. For example, if you have four products, P1, P2, P3, and P4. P1, P2, and P4 have attribute value = Gold and P2 has attribute value = Silver. Two renewal quotes are created based on the attribute value. Renewal Quote 1 has P1, P3, and P4, while Renewal Quote 2 has P2.

Cart Collaboration Request API

You can send quote collaboration requests within your organization (peer-to-peer) while working on the cart. This enhances the quote quality and delivers the best quote to the customers.

For more information, see Developer Portal.

Rebate Benefit for Every X Get Y Single Rate

The "For Every X Get Y" rebate benefits now support a Single Rate, allowing benefits to be set for a specific quantity of the benefit product based on a defined purchase quantity of a criteria product. Rebate APIs provide functionality to define new rebate benefits, retrieve rebate benefits, update existing rebate rules, and delete rebates.

POST /rebate-rule/{ParentId}/entries

GET/rebate-rule/{ParentId}/entries

PATCH /rebate-rule/{ParentId}/entries

DELETE/rebate-rule/{ParentId}/entries

For more information, see Developer Hub.

Support for Buy X Get Y Rebate Type with Rate Table - No Tier via APIs

The "Buy X Get Y" rebate benefits now support Rate Tables - No Tier. This feature allows you to define rebate tables using dimensions and enables you to configure multiple benefits under the same rule based on specified conditions. The Rebate Admin APIs let you define new rebate benefits, retrieve rebate benefits, update existing rebate rules, and delete rebates.

POST /rebates/{ParentId}/rules

GET /rebates/{ParentId}/rules

PATCH /rebates/{ParentId}/rules

DELETE /rebates/{ParentId}/rules

For more information, see Developer Hub.

Support for Currency and Currency Conversion in Price Ruleset

The Price Ruleset now includes an Enable Currency toggle. When enabled, the Currency field appears. If the Quote currency differs from the selected currency, the system applies currency conversion to the Price Ruleset. This feature is available for all types of Price Rulesets and Price Waterfall Rulesets.

For more information, see Creating a Price Ruleset and Creating a Price Waterfall Ruleset.

Support for Renewal Quote up to Sub-bundle Level 3 using Order API

Assets renew operation, using Order API, is supported for Bundle options up to level 3. 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 Portal.

Support for Creation of Order, Order line item and Asset line item via Quote flow

Based on 'Auto Activate Order' and 'Create Asset on order activation' settings, on acceptance of the Quote the following is observed and a message is displayed on the Quote details page.

All types of products like, Standalone, Bundle, Option, Ramp, and Usage, are supported.

Support for Viewing Asset History

Asset Line item history and Asset Transaction History are available for every action on assets in Admin Console > Object Data Explorer. For every asset-based order, a new transaction and order record is created inside Asset Transaction History.

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 Multi-Step (3-Pass) Pricing with Price Matrix

The Pricing Engine now performs multi-step ((3-Pass) pricing for the Price Matrix, evaluating tiered rates and applying discounts/adjustments based on predefined criteria. The pricing callback ensures correct calculations during this process.

Price Ruleset with Adjustment Amount Source

Administrators can now set a field (static or formula) as the Adjustment Amount Source in the Price Ruleset. During pricing, the system uses this field to calculate the adjustment amount, prioritizing the source field over the static amount. If the source field changes, the line item is repriced accordingly.

Support for Min/Max Price and Net Adjustment %

You can apply Min/Max Price or Net Adjustment % to the Base or Extended Price for line items, including ramp lines. Adjustments are applied after all calculations and manual adjustments, excluding promotions.