In these release notes, you can find features, enhancements, fixed issues, and known issues for the Conga CPQ on Conga Platform February '24 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.

Revalidation Callback Class Support

Revalidation Callback enables you to use custom criteria to revalidate products. You can define custom criteria based on the products CPQ identifies for revalidation. The callback allows you to define custom logic to apply to the line item along with OOTB revalidation. If there is a change in the product version, CPQ revalidates all the cart lines during the line-item update or reprice process.

For more information, see Revalidation Callback Class.

Revalidate Cart Using Revalidation Callback

On reopening a saved cart, CPQ now displays a warning or error message on the cart page if there are any changes in products or price lists. This enables you to view and act on the changes. 

For more information, see Cart Features.

Catalog Services on Conga Platform

We added the isOptimizedFetch Boolean to the "Get a product's details" API, enabling the lazy-loading of product data. 

Implementation teams can use the following API to build a cart that will retrieve specific product details. The following API also enables actions on the catalog object to fetch required products from the bundle.

  • GET /products/{productId}- This API enables you to lazy load the data in bundles. Hence, you can optimize the UI experience by preventing the loading of all data at once. This feature depends on the way you load this API. You can lazy-load the items on the same level or any specified depth level. The isOptimizedFetch parameter (Boolean) controls fetching the data. 

  • If the IsOptimizedFetch flag is false (which is by default), the system behaves as per existing implementation which returns all leaf product option groups and their options till specified depth.
  • When the IsOptimizedFetch flag is false (default), the system returns all leaf product option groups and their options until they reach the depth specified "depth" parameter.
  • Set the IsOptimizedFetch flag to true to enable a lazy load of data. The depth is not honoured here, it is always based on the current bundle product.
  • If the IsOptimizedFetch flag is true and OptionGroupId is not passed, the system returns all leaf and non-leaf option groups associated with that bundle product.
  • If the IsOptimizedFetch flag is true and passes Leaf OptionGroupIds, the system returns all leaf product option groups (option group) and their options.

Price Waterfall Charts with Dynamic Rendering and Chart APIs

Price Waterfall charts allow you to explore a detailed breakdown of prices for each line item. You can analyze and visualize all price points and adjustments on the Price Waterfall page.

  • Dynamic Price Waterfall Creation: This runtime API generates price waterfall charts for cart line items. Criteria-based charts ensures the restriction on which charts to be used for respective line item.
  • Flexible Pricing Display: You can choose between gross or per-unit pricing for a personalized viewing experience.
  • Enhanced Chart Visibility: Enables to name the price-point for the chart.
  • Line Item Field Management: Enables to view and modify line item fields with the chart.

Chart APIs

Use the following APIs to retrieve price waterfall chart details: 

  • By a cart's line item ID:
    GET: {{url}}/api/cart/v1/carts/{{cartid}}/items/{{lineitemid}}/waterfallchart
  • By a cart's line item and chart IDs: 
    GET: {{url}}/api/cart/v1/carts/{{cartid}}/items/{{lineitemid}}/waterfallchart/{{chartid}}

Pricing Accuracy in CPQ: Automatic Recalculation for Custom Field Modifications

This feature improves pricing accuracy in Configure, Price, Quote (CPQ). Administrators can now ensure line items are automatically recalculated when sales reps modify specific custom fields essential for pricing configurations.

Administrators can maintain pricing accuracy by ensuring that changes to critical custom fields trigger an immediate price recalculation.

Sales reps can confidently provide accurate quotes, knowing that the system will automatically adjust prices based on their custom field modifications.

Replacement Constraint Rule During Product & Product Group Configuration

Sales representative can now apply replacement constraint rules during product and product group configuration, ensuring accurate setups for seamless cart additions. This constraint rule supports multiple conditions and actions, offering comprehensive guidance across different product and product group configurations. Action Intent dropdown that includes options like Prompt, Message, and Check on Finalize enhances the user experience, streamlining and accurizing product and product group configuration.

Asset Service Integration Support

  • The ABO platform now supports the Asset Change: Configuration operation, which allows you to apply attributes and CRS rules to bundle-option sub-bundle assets. You can thus create new assets with modifications while retaining or canceling existing assets, all on the same effective date.
  • Support for integration with Asset Change operation has been introduced on the Conga platform, allowing you to amend multiple assets at once. You can modify quantities, provide manual adjustments, change dates, and alter attributes directly on the cart. The availability of the Change button, responsive to such configured settings as Default Asset pricing indicator and Enable one-time change, ensures an amendment process.
  • Support for integration with Asset Renewal options has been introduced on the Conga platform's Installed Products page. Sales representatives can view and renew multiple assets at once. Upon selecting the Renew option, you are directed to a Confirm Renewal page, providing choices like using the Proposal End Date, defining based on the current asset term, using the farthest asset end date, or entering a specific renewal end date. 
  • Support for integration with Asset has been introduced on the Conga platform's Installed Products page. You can access a submenu under the Change and Relate buttons, providing options such as Change: Quantity, Change: Merge, Relate: Component, Change: Configuration, and Change: Split.
  • Support for integration with Asset Renewal has been introduced on the Conga platform. You can use the Renew operation for Ramp assets, allowing for single or multiple renewals based on configured settings such as Renew One Ramp.

Asset Views on CPQ Platform

The Views API enables an administrator to create, retrieve, update and delete asset views.

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/revenue-admin/v1/flows/{flowName}/views

  • POST: api/revenue-admin/v1/flows/{flowName}/views

  • PUT: api/revenue-admin/v1/flows/{flowName}/views

  • GET: api/revenue-admin/v1/flows/{flowname}/views/{viewName}

  • DELETE: api/revenue-admin/v1/flows/{flowname}/views/{viewName}

Recommendation Callback Class in Config

The Recommendation Callback Class in Config enhances product recommendations beyond rule constraints. When executed, users see a refined list in the Thumbs-up icon. If enabled, recommended products display in the cart view. This feature is part of ConfigCallback, facilitating customization via the IConfigCallback interface. Users receive error alerts on the Catalog UI for incorrect recommendations.

For more information, see Recommendation Callback Class on Conga Platform.

Enhancements

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

Bundle-Option Ramp Asset Termination with Flexible Billing Options

You can terminate bundle-option ramp assets using the Terminate API without triggering additional billing. This allows users to terminate multiple ramp assets, managing assets with greater efficiency. During the termination process, you can specify parameters such as Canceled Date, Asset ID, and Cart ID. Terminated assets have a Cancelled status on corresponding line items, with the choice of a refund or including charges based on the Same-Day Cancellation setting.

Option Removal in Bundle Assets Without Pricing or Date Impact

The Change API can now enable the removal of options from bundle assets, facilitating the modification of multiple assets. This update allows the removal of options without impacting the end date, regardless of primary and secondary charge types, and whether or not asset pricing is involved. Users can now manage both mixed rollup and option groups, ensuring the removal of options without altering bundle product pricing or date configurations.

Delete Asset Line Items Without Status Change

You can now delete asset line items from your cart. Deleting primary asset line items removes new items from the cart seamlessly without changing the status to Canceled.

Same Day Cancellation Options for One-Time Assets

The Terminate API on the Conga platform allows one-time asset termination with Same-Day Cancellation setting. You can now terminate assets, and if Same-Day Cancellation is set to TRUE, full refunds are granted for terminations on the asset start date or asset start date – 1, with a validation error for dates beyond asset start date – 1. When same-day cancellation is set FALSE, no refund is issued for terminations on the asset start date, full refunds are issued for asset start date – 1, and a validation error is thrown for dates beyond asset start date – 1.

Asset Amendment with Criteria Fields in ABO Change API

The Change API on the ABO platform now supports Asset Pricing criteria fields, allowing you to switch between asset and PLI pricing during amendment operations. You can define criteria fields, actions, and line status to tailor pricing preferences, whether based on quantity, selling term, or other specified criteria. This lets you manage the pricing strategies for standalone assets, bundle assets, and ramp assets, with the API reflecting amended assets on line items. 

Action Column in ABO Change API for Amendment Control

The Change API on the ABO platform now has the Action column feature, allowing you to fulfill pricing requirements during various ABO operations such as Change, Renew, Change Configuration, Change Quantity, and Terminate. The API validates passed action values, displaying the correct ABO action on the cart line item. Multiple actions for different products are supported, ensuring accurate display on the cart line items. This streamlines amending standalone assets, bundle assets, and ramp assets.

Standalone Ramp Asset Support in Terminate API

The Terminate API now supports standalone ramp asset termination, allowing you to terminate multiple ramp assets at administrator's discretion. Same-Day Cancellation setting, when set to TRUE, ensures no refund on the termination day, while setting it to FALSE provides a refund on the same day. This API prevents termination dates beyond asset start date – 1 and supports up to five-decimal precisions for selling term, net price, and all pricing fields. This enhancement supports the termination process for standalone ramp assets, displaying terminated assets as Cancelled on corresponding line items.

Re-Ordering Attributes in Attribute Groups and Attributes under Products

You can re-order associated attribute groups in the Attribute Group container and re-order attribute groups under managing products. You can move attributes up or down to change the order.

For more information, see Associating Attribute Groups with a Product and Associate an Attribute to an Attribute Group.

Sequencing Option Groups

Administrators can define and save the sequence of option groups, ensuring consistent order across various products. This enhancement allows hierarchy creation and reordering of option groups. The API supports defining and updating the order of both parent and child option groups.

Pricing Precision for Contract Pricing

There was a pricing issue where a contract price of zero on a product line item no longer defaulted to the list price, setting the expected base price to zero. This improvement enhances overall pricing accuracy, delivering a more precise representation of contract terms in cart pricing.

Rounding for GroupAdjustmentPercent Field

In this release, a precision issue in the GroupAdjustmentPercent field is improved, ensuring that custom rounding settings, specifically those set to "5," are accurately applied at the class level. This improvement ensures more consistent and precise rounding-off in cart responses, aligning with user configurations for enhanced accuracy in calculations.

Extended Contract Number Support up to 10 in Conga Platform

Conga Platform now supports up to 10 contract numbers in contract price lists, offering users increased flexibility in pricing strategies. Users can pass contract numbers in the Create quotes API, with the system prioritizing higher-numbered contracts. Automatic adjustments like price matrices and rulesets seamlessly integrate with contract price lists, providing a more granular and adaptable approach to pricing management. This update enhances the precision and flexibility of contract price lists, allowing users to tailor pricing strategies based on specific contract configurations.

Product Attribute Sequencing for Configuration

Users can now manage the sequencing of product attributes and attribute groups within the configuration process. This enhancement allows users to use drag-and-drop functionality to arrange and organize associated attribute groups and individual attributes, resulting in a more intuitive and customized configuration layout.

Fixed Issues

There are no fixed issues in this release.

Known Issues

There are no known issues in this release.


DOC ID: CPQRLPFEB24RN20240206