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

Remove Action for Incentives

Sales representatives now can remove promotions and coupons at the summary level manually. To do this, deselect any unwanted promotions in the new pop-up and click Apply. The flexibility extends to the option of canceling anytime without committing to changes. Furthermore, users can select multiple line items for removal. Upon removal, the cart undergoes automatic repricing, displaying the updated total for a seamless experience.

Fetching Line Level Incentives Manually: For Every X Get X and Every X Get Y

Sales representatives can manage applied promotions and coupons with Auto-Apply OFF and gain flexibility with the manual application, ensuring competitive cart prices.

Users can apply promotions to single or multiple line items by clicking a kebab icon next to the line item and selecting Apply Promotions/Coupons, revealing a pop-up with "Promotions" and "Coupons" tabs. When Auto-Apply is OFF, promotions and coupons are displayed for selected line items, ensuring a targeted and efficient promotion application process.

  • For every X get X enables you to create offers where customers can purchase a specific quantity of a product (X) and receive the offers (adjustments) on the same X product(s).
  • For every X get Y enables you to create offers where customers can purchase a specific quantity of X product(s) and receive offers (adjustments) on Y product(s).
    For example, Mobile Phones are a group of products consisting of ABC 13, ABC 13 Pro, and ABC 13 Max phones. You create a For Every X Get X promotion for Mobile Phones as "for every 5 mobile phones get 20% discount on the 6th mobile phone".

Promotions including Buy X, Get X and Buy X, Get Y work with other promotions when "Combine with other promotions" is enabled. This update accommodates different promotion scopes, criteria, and benefits based on Single Rate, Rate Table with No Tier, and Rate Table with Tier.

For more information, see Pricing Features.

Defining Scope of a Promotion Type: For Every X Get X and For Every X Get Y line items

In the Promotions Admin UI, you can define the scope for promotions with "For Every X Get X" and "For Every X Get Y" line items. This feature allows you to specify details like Price Lists, Products, Product Families, Product Groups, Account Type, and Account Name to customize the scope. You can include or exclude specific entities, and default settings apply if no details are provided.

For more information, see Defining Scope of a Promotion.

Defining Scope of a Promotion Type: For Buy X Get X summary groups

In the Promotions Admin UI, you can define the scope for promotions with "Buy X Get X" summary groups. This feature allows you to specify details like Price Lists, Product Groups, Countries, Regions, Account Types, and Accounts to customize the scope. The system defaults to considering all entities for each parameter unless you specify the names, and checkboxes allow for exclusion from the scope if needed.

For more information, see Defining Scope of a Promotion.

Defining Scope of a Promotion Type: For Buy X Get X and For Buy X Get Y line items

In the Promotions Admin UI, you can define promotion scopes with "Buy X Get X" and "Buy X Get Y" line items. You can specify Price Lists, Products, Product Families, Product Groups, Countries, Regions, Account Types, and Accounts to customize the scope. It includes inclusion/exclusion (in, not in, all, or all in bundle products) for products and bundle options, ensuring flexible and efficient promotion configuration.

For more information, see Defining Scope of a Promotion.

Defining Criteria of a Promotion

In the Promotions Admin UI, you can define criteria for promotions by selecting line item fields, operators, and specifying constant values or field values. You can add, delete, or rearrange criteria rows, and generate automatic logical expressions with AND operators or create custom expressions manually based on preference. 

For more information, see Defining Criteria of a Promotion.

Column Settings for Asset Page under Flow Settings

You can configure the display columns for Asset Line Item and Asset Termination in Platform (Asset Based Ordering) ABO's Admin UI. This allows you to easily configure and view fields on the Asset Line Items and Asset Termination pages.
For more information, see Configuring Column Settings.

Action Settings for Asset Page under Flow Settings

You can configure the display actions for Asset Line Item and Asset Termination in Platform ABO's Admin UI. This allows you to easily configure and view fields on the Asset Line Items and Asset Termination pages.

For more information, see Configuring Action Settings.

Price Waterfall for Pricing Administration

Pricing administrators can manage Price Waterfalls. The admin UI displays essential details such as Waterfall Name, Sequence, Effective Date, Expiration Date, Active status, Created By, Created Date, Modified By, and Modified Date. You can create, delete, sort information, conduct searches across all fields, and navigate through paginated results. Additionally, the feature allows administrators to activate or deactivate waterfalls directly from the listing. Clicking on a waterfall name reveals comprehensive details, enhancing the overall visibility and control of price waterfall.

For more information, see Managing the Price Waterfall.

Defining Limits of a Promotion

In the Promotions and Coupons section of the Admin UI, Sales and Marketing administrators can now create and update limits for specific promotions. You have the flexibility to define the target audience for the limit, choosing from options such as Account, User, or Contact. An administrator can set the benefit quantity limit, choose between "One Time" or "Recurring" for the Recurring Type, and, if required, select the frequency. This enables you to add and delete limit rows, making it easier to manage promotion limits.

For more information, see Defining Limits of a Promotion.

Save/Update Workflow for Promotions

In the Promotion UI flow, the NEXT button now functions as Save and Continue, ensuring that details are saved on the current screen before redirecting the user to the next step. Meanwhile, clicking the SAVE button saves entered details on the current screen without redirection, improving the user experience. 

Config System Properties for Miscellaneous Items

Sales representative can incorporate additional charges, such as shipping fees and sales tax, into quotes by using the "Add Miscellaneous Items" feature in the cart. This functionality allows the creation of new line items, which cascade to both proposal and order line items.

Administrator can customize charge types based on config system properties, and pricing engines consider these charge types for accurate totaling.

Users can input charge details, delete or add multiple miscellaneous items, and observe accurate total calculations in the Summary Group. Notably, manual adjustments are restricted on miscellaneous items, ensuring precise pricing. You cannot modify OOTB fields such as Quantity, Start Date, End Date, and charge types displayed under the product field, providing a clear and efficient user experience.

Cart Service UI Integration: Attribute Reverse Syncing on Finalizing Cart 

In this release, the sales representative get the attributes synced back from the platform to Salesforce if the line item on the cart has attributes. It helps sales representative view attributes associated with proposal line items in Salesforce post-finalize. 

Cart Service UI Integration: Support Validation Callback on Applying a Promotion on Cart

When applying a promotion to the cart, sales representative can review errors or warning messages based on the validation callback logic defined in the system. This process involves evaluating the changes made to the cart, enabling users to reprice or save the cart with accurate data. 

Catalog Services: Translate Error Messages

The error messages on the application are now automatically translated to the language based on the user's locale. This helps sales representatives to interpret the errors messages and resolve the underlying issues. 

Revenue Admin Services: Deep Cloning a Product

Administrator can create new products by cloning existing products. You can clone the product with partial or entire configuration details. This saves you time when creating many similarly configured products with a similar configuration. 

Asset APIs

Implementation teams can use these APIs to build and perform actions by providing relevant details.

The following APIs are delivered in this release:

The path and method are details specific to each API. 

  • Renew: The Renew API enables an administrator to renew action on the list of assets provided for a given cart.
    • POST: /api/asset/v1/assets/{cartId}/renew
  • Change: The Change API enables an administrator to change action on the list of assets provided for a given cart.

    • POST: /api/asset/v1/assets/{cartId}/change

  • Terminate: The Terminate API enables an administrator to terminate an action on the list of assets provided for a given cart.
    • POST: /api/asset/v1/assets/{cartId}/terminate
  • Change Quantity: The Change-quantity API enables an administrator to change the quantity action on the list of assets provided for a given cart.
    • POST: /api/asset/v1/assets/{cartId}/change-quantity

Asset Service Integration Support

  • Support for integration with asset change-configuration API for standalone and bundle-option assets is introduced. Operating ABO in change configuration mode enables you to create a new asset effective on a desired date and to retain or cancel existing assets. The new asset will inherit all the configuration from the existing asset.
  • Support for integration with asset change (amend) UI operation is introduced. Change operation of ABO allows you to perform any change on existing asset. You can perform changes on multiple assets as well as one at a time.
  • Support for integration with asset change-quantity UI operation is introduced. Change-quantity operation of ABO allows you to increase or quantity of asset. You can adjust changed quantity on same asset or can create new asset with changed quantity and maintain the existing asset as it is.

Enhancements

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

Attribute Search in Constraint Rule Criteria

You can now search for attributes by name when creating constraint rule criteria. The Field dropdown menu includes a new Attribute option, where you can directly enter attribute names and view corresponding search results. The Value column dynamically adjusts to the selected attribute's data type.

Dimensions Optional for Rate Table with Tiers

Dimensions are no longer required to create promotion rules in the rate table, making for a more flexible configuration process.

Cart Line item as Display Type for Column Settings

You can now configure cart line items in the cart page column settings. This feature allows you to configure list of fields to display on Cart Line Items. 

For more information, see Configuring Column Settings.

Cart Services: Support for Date and Datetime on Cart and Line Items

The system now automatically converts the system-generated dates to local time format for a given user based on the given time zone information. Users see the correct date on the proposal irrespective of their locale.

Use Enhanced CSS in Override Global Settings

In the RLP Admin UI, you can apply enhanced CSS. This feature introduces settings for CSS Override File and Use Enhanced CSS (true/false), to define and implement custom UI behavior using a custom CSS file.

For more information, see Overriding Global Settings at a Flow Level.

Automatic Repricing: Updating Line Items for Price Changes

When a sales representative changes a custom field used in pricing, then the line items will automatically reprice ensuring accurate quotes.

Now, when sales representative adjusts certain fields like Charge Type Criteria, Price Dimension, Price Matrix Criteria, Price Ruleset Header Criteria, and Price Rule Criteria, impacting prices such as line items are marked as "Price Pending" in the CPQ UI. When representative hit "reprice," the system ensures accurate quotes with the latest changes. 

Changes in API Response and Naming Convention in Config

The response and naming conventions for the "Publish summary" and "PriceList summary" APIs have been changed as follows:

The naming convention has been changed from 

"ActiveProduct": {
        "NumberOfPublished": 183305,
        "Database": 160992,
        "SearchService": 172786
    }

To

 "Products": {
        "Total": 173333,
        "ReadyForSearch": 218211,
        "ReadyForConfig": 121532
    }
CODE

Improved Browsing: Full BOM View in Config

Sales representative can explore bundle configurations without losing track. The Itemized options section on the config page always shows the complete Bill of Materials (BOM) for the primary bundle, even when inside sub-bundle pages.

It gives a clear overview of your bundle configurations, making it easier to understand added components based on rules.

Efficient Currency Conversion: Dated Rates APIs

The pricing engine ensures execution and support in dated currency exchange rates conversion. It enhanced functionality across various modules, including Price Ruleset, Contract Pricing, and Promotions, accommodating different currencies in proposal and price lists.

You can achieve accurate conversions for price rulesets, promotions, adjustments, and more with the new Dated Currency Exchange Rates Conversion APIs.

Examples:

  1. Streamlined Pricing: Convert adjustment amounts for Bundle PLIs with different currencies, ensuring accurate pricing for Product Option Price adjustments like discount amount, markup amount, or price override.
  2. Enhanced Flexibility: The pricing engine now dynamically applies currency conversion for rule entries with different currencies than the line item, specifically for Discount Amount, Markup Amount, or Price Override adjustments.
  3. Error Handling: Experience improved reliability as the engine throws an error in cases where no exchange rate is available, preventing unintended pricing discrepancies.
  4. Contract Pricing Upgrade: Multi-currency support is now extended to Contract Price lists, allowing smooth handling of different currencies for various Contract Price lists with automatic currency conversion.
  5. Seamless Proposal Creation: Users can effortlessly create proposals in different currencies, with the system automatically converting Price Lists from one currency to another.

Fixed Issues

There are no fixed issues in this release.

Known Issues

There are no known issues in this release.


DOC ID: CPQRLPJAN24RN20240104