In these release notes, you can find features, enhancements, fixed issues, and known issues for the Conga CPQ on Conga Platform 202402.1.0 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.

New Features

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

Revalidate Cart Using Revalidation Callback

Introducing the Revalidation Callback feature for the cart UI. The Revalidation Callback feature allows for custom cart updates based on defined criteria. Users are prompted to revalidate the cart upon reopening if there are changes in products or price lists. Users can now easily revalidate carts based on custom logic, ensuring alignment with the latest updates. This feature now can be controlled using config system properties with setting name EnableRevalidationOnPricing and keep it as True.

Users receive a prompt to revalidate the cart when reopening a saved cart. They can view changes categorized under "Changes provided by the Revalidation Callback" and accept or cancel them.

For more information, see Cart Features.

Replacement Constraint Rule During Product Family and Criteria Configuration

Sales reps can now apply replacement constraint rules during product family and criteria configuration, ensuring precise setups with the Action Intent dropdown for efficient cart additions.

Creating Price Waterfall Chart for Bundles and Sub-Bundles Through API

Users can now generate Price Waterfall charts for bundles and sub-bundles via APIs, incorporating option rollup values and manual adjustments. These APIs calculate price points, applies rule-based adjustments, and offers the flexibility to modify adjustments as needed. Additionally, users can view line item fields allowed for waterfall and switch between gross or per unit prices.

Implementation teams can use these APIs to build and perform actions by providing relevant details. The following APIs are delivered in this release:

  • GET : /api/cart/v1/carts/{cartId}/items/{lineitemid}/waterfallchart
  • GET : /api/cart/v1/carts/{cartId}/items/{lineitemid}/waterfallchart/{chartId}
  • POST: /api/cart/v1/carts/{cartId}/items/{lineitemid}/waterfallchart/{chartId}/adjustments

Introducing Price Waterfall Adjustment Capability on Price Points

Users can now apply adjustments on price points using the Price Waterfall feature via APIs. These adjustments can be set up manually or automatically based on defined matrices and price rules. Once applied, users will not be able to modify or update these adjustments, ensuring accuracy and consistency in pricing.

Implementation teams can use these APIs to build and perform actions by providing relevant details. The following APIs are delivered in this release:

  • GET: /api/cart/v1/carts/{cartId}/items/{lineitemid}/waterfallchart
  • GET: /api/cart/v1/carts/{cartId}/items/{lineitemid}/waterfallchart/{chartId}
  • POST: /api/cart/v1/carts/{cartId}/items/{lineitemid}/waterfallchart/{chartId}/adjustments/override

Automated Price Waterfall Chart Generation for Cart Line Items

Users can now generate Price Waterfall charts through APIs for Cart Line Items with support for automatic rule sets. These APIs calculate price points and applies rule-based adjustments, including discount amount, margin value, and price overrides. Users can modify adjustments based on allowable actions such as upward or downward adjustments. The feature also supports currency conversion and promotion discounts. Improvements now allow users to view multiple waterfall charts and switch between them.

Implementation teams can use these APIs to build and perform actions by providing relevant details. The following APIs are delivered in this release:

  • GET: {{url}}/api/cart/v1/carts/{{cartid}}/items/{{lineitemid}}/waterfallchart
  • GET: {{url}}/api/cart/v1/carts/{{cartid}}/items/{{lineitemid}}/waterfallchart/{{chartid}}

Price Waterfall Charts: Empowering Users with Manual Price Point Adjustments in Cart Line Item 

Users can now manually adjust price points within the Price Waterfall charts for cart line items. The runtime API facilitates the creation of Price Waterfall charts based on applicable rules, allowing users to visualize all price points and adjustments. Additionally, users can add custom manual adjustments, specifying details such as name, amount, adjustment type, and the target price point for the adjustment.

Implementation teams can use these APIs to build and perform actions by providing relevant details. The following APIs are delivered in this release:

  • POST: /api/cart/v1/carts/{cartId}/items/{lineitemid}/waterfallchart/{chartId}/adjustments
  • PATCH: /api/cart/v1/carts/{cartId}/items/{lineitemid}/waterfallchart/{chartId}/adjustments

Simplified Pricing Adjustments Feature in Price Waterfall

Sales reps can access the Price Waterfall feature to view and adjust pricing details with ease. This feature enhances transparency and visibility in pricing calculations, safeguarding margins and ensuring accurate pricing. Users can launch Price Waterfall either from line item menu options or from the top cart level by clicking "Analyze Price Waterfall." The UI includes a header with options such as "Go to Pricing," "Finalize as Primary," and additional actions like "Update Price" and "Reprice." The left panel displays a list of products in the cart, including bundle options, with the option to search for specific products.

For more information, see Pricing Features.

Viewing Price Waterfall Rulesets

Pricing administrators can easily access and manage all Price Waterfall rulesets in a grid view. You can view details, search, sort, and activate/deactivate rulesets, ensuring efficient rule management.

For more information, see Managing Price Waterfall Rulesets.

Managing Waterfall Charts and Price Points 

Administrators can create and manage waterfall charts under Waterfall setup, defining price points and criteria, with the ability to view, edit, and reorder charts in the left panel.

Administrators can view, search, and access all price points from the Price Waterfall page. You can also create new price points with names, activate or deactivate them, and receive success messages upon completion. As a Pricing administrator, you can create a new waterfall to define critical price points. Ensure mandatory fields like Waterfall Name and Sequence are filled, and set up price points with options to add custom ones. Save changes and set one price point as the Net Price for downstream integration.

For more information, see Creating the Waterfall Charts.

Waterfall Rulesets on CPQ Platform

The waterfall rulesets API enables an administrator to define price rulesets independent of waterfall so that there is no need to create the same set of rules again for multiple waterfalls

Implementation teams can use these APIs to build and perform actions by providing relevant details. The following API is delivered in this release:

  • POST: /api/revenue-admin/v1/waterfall-rule-sets

"Enable Date Range" for Price Rulesets

The rulesets API enables an administrator to allow optional Start and End Dates for Price Rule Entry when 'Enable Date Range' flag is TRUE, without impacting Effective and Expiration Dates at Price Ruleset level.

Implementation teams can use these APIs to build and perform actions by providing relevant details. The following API is delivered in this release:

  • POST: /api/revenue-admin/v1/rule-sets

  • POST: /api/revenue-admin/v1/rule-sets/{ParentId}/rules

  • POST: /api/revenue-admin/v1/rules/{ParentId}/rule-entries

Resequencing Feature Sets

The product feature values API enables an administrator for resequencing of features within feature sets.

Implementation teams can use these APIs to build and perform actions by providing relevant details. The following API is delivered in this release:

  • POST: /api/revenue-admin/v1/features/{{featureId}}/product-feature-values

Price List Cloning

The clone API enables an administrator to clone price list for efficient price list management

Implementation teams can use these APIs to build and perform actions by providing relevant details. The following API is delivered in this release:

  • POST: /api/revenue-admin/v1/{objectName}/{objectId}/clone

Asset Service Integration Support

  • Support for integration with asset Change: Enables adding options to bundle assets, accommodating various charge-types and start dates, including up to sub-bundle level 3 modifications.
  • Support for runtime integration with asset Renew: This facilitates renewing of existing assets with its own term or customizable terms, also renewal uplift value can be applied without changing Pricelist of the product.
  • Support for Asset Search in Installed Products Page: Enhanced Installed Product Search in CPQ UI enables Sales reps to search by various criteria like Product Name, Code, Description, and Asset Name. It supports case-insensitive search and allows searching primary and option line items, displaying complete bundles or options in search results as needed.

  • Support for Charge Type Criteria in Asset Renewal: The ABO's Runtime Interaction now supports Asset Renewal operations with additional charge types based on predefined criteria. Users can renew standalone, option, bundle, and ramp assets, with renewed assets reflected in line items. When charge type criteria are met, new charge types are listed on the cart with a line status of "New." After renewal, users can finalize the cart, navigate to the SFDC Quote, activate the order, and sync assets to ensure proper synchronization with renewed values.

Enhancements

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

Promotion Summary in Admin UI

The Promotions Admin UI allows you to view detailed summary of promotions. Clicking on a promotion name redirects you to the Summary screen. Here, all promotion details are displayed in read-only mode, with options to expand, collapse and edit the sections.
For more information, see Managing the Promotions.

Option Group Sequencing in Admin UI for Product Configuration

Sequence management for Option Groups and Product Option Groups in Admin UI. Admins can define and reorder group hierarchies, ensuring consistent order across multiple products. Sequencing includes moving groups within the hierarchy and updating sibling sequence values upon removal.

For more information, see Associating Option Groups with a Product.

Remove Ramp Lines in Asset Renew Operations

Asset Renew operation removes ramp lines from existing assets, allowing cancellation with adjustments based on end dates and bundle configurations, ensuring accurate pricing and status updates.

Renewal Process for Cancelled Option Lines

This enhancement ensures that during the Renew process from the API, cancelled option lines do not affect the Net price and Renewal start/end dates. Instead, they maintain a Line status of Cancelled, with Asset start/end dates and a Net price of 0.

Asset Change Operations with Deep Discounts

This enhancement enables Asset Change operations with deep discounts for standalone assets. You can amend existing assets by changing quantities, pricing, or upgrading/downgrading, with discounts greater than net price and less than asset total contract value (TCV). Amended assets are accurately reflected on line items.

Constraint Rule Support for Asset Renewal

ABO's Renew API now supports Constraint rules for asset renewal, ensuring adherence to business requirements. Sales reps can renew assets while accommodating changes in constraint rules, such as addition or removal of assets, based on various rule types like Inclusion, Exclusion, Replacement, Recommendation, and Validation. Renewed assets reflect constraint rule adjustments, with cancelled options showing zero net price and reverting to asset start and end dates.

Enhanced Support for Formula Fields in Usage Price Tiers

Formula fields are now supported in usage price tiers within the runtime APIs. Users can utilize formula fields to calculate usage rates, improving pricing flexibility. However, please note that there's a current limitation where formula expressions cannot use another formula field. While support for this may be available in the future, it is not currently supported.

Constraint Rule Criteria: Formula Field Support on Line Items and Product Attributes

Conga Platform now supports the creation of Constraint Rule Criteria using custom fields that are formulas. Administrators can define criteria using formula fields on Line Items or Product Attributes, allowing for complex mathematical and logical expressions, cross-object references, and currency conversion. Repricing after changing the formula field ensures the correct impact on prices. This enhancement provides greater flexibility and customization options for Constraint Rules.
For Product Attributes, field expressions can be used instead of formulas to achieve the same result. 

Fixed Issues

There are no fixed issues in this release.

Known Issues

There are no known issues in this release.


DOC ID: CPQRLP20240210RN20240223