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Download page Conga TurboEngines December '21 Release Notes.
Conga TurboEngines December '21 Release Notes
In these release notes, you can find packages, requirements, features, enhancements, resolved issues, and known issues for the TurboEngines December '21 release. For documentation updates, see What's New in TurboEngines Documentation and What's New in Data Sync Documentation.
This documentation may contain descriptions of software features that are optional and for which you may not have purchased a license. As a result, your specific software solution and/or implementation may differ from those described in this document. Please contact your CSM or AE for information on your specific features and licensing.
Packages
The following packages and dependent packages are required to upgrade to this release to utilize all the new features of this release. These are the minimum required versions; later versions are also supported. Separate prerequisites for each feature can be found in the respective guides. The packages marked as (New) are new in this release.
| Product | Latest Certified Version (Version Name | Version Number) |
|---|---|
Conga Base Library (New) | 2.2.223 | 2.223 |
Conga Configuration & Pricing (New) | 13.1969 |
System Requirements and Supported Platforms
For information pertaining to the requirements and recommendations, you must consider before you proceed with the installation of the Conga product suite delivered on the Salesforce platform, see System Requirements and Supported Platforms Matrix.
New Features
The following are new features in this release.
TurboConfig: Support for Service CPQ
Service CPQ comprises of Installed Products (Purchased Products - Assets), Service Catalog (Quoting), Service Configuration (Config), and Service Cart modules for the service management.
Service CPQ allows customers to tackle service flows for Conga's existing or newly purchased products. With Service CPQ, customers can define and associate services to products so their sales teams can easily find applicable services and add them to their quotes. Starting from Assets, sales teams will utilize an intuitive and familiar flow, going through a catalog of services, configuring those services, and pricing them in their cart. In this release, TurboConfig supports the following client-side Constraint rules. In addition, you can use this functionality to apply constraint rules services in Service Catalog.
| Type | Constraint Rule |
|---|---|
| Inclusion | Match In Service Assets |
| Match In Releated Lines | |
| Exclusion | Match In Service Assets |
| Match In Releated Lines |
For more information, see Configuring Service CPQ and Creating Constraint Rule Actions.
TurboPricing: Ability to set the approvals and guidance based on the adjustments to Options in Bundle and Summary Group Net Adjustment %
Ability to roll up the net adjustment percentage at bundle level if any adjustments are applied at option level. For this, you must define value as True for APTS_RollUpOptionNetAdjustment. For more information, see Configuring Option Net Adjustment Rollup to Bundle and Pricing Products.
TurboPricing: Smart Search - Ability to add the weightage to the products for Smart Search
The weightage allocation enables the Smart Search to control the ranking of the search results based on customer needs. The total weightage is 100%, and you can split it into any number of Product Fields that participate in the search criteria.
For more information, see Smart Search Settings.
TurboPricing: Asset Based Ordering - Ability to change the Standalone and Bundle asset for the configurable fields
You can change the standalone assets for the configurable fields. For example, you can update the values for the following fields on the cart page using a single Change action.
- Attribute Value
- Quantity
- Adjustment Type
- Price
- Start Date
- End Date
- Billing Frequency
- Billing Rule
- Billing Preference
- Payment Term
- Selling Term
For more information, see Changing an Asset and Changing Configurable Bundle Assets.
TurboPricing: Asset-Based Ordering - Ability to terminate the asset
You can terminate the standalone, fixed bundle, and configurable bundle assets. The status of the canceled asset line items shows Pending Cancellation on the Installed Products page. For more information, see Terminating an Asset.
TurboPricing: Asset-Based Ordering - Ability to edit the cart fields during the termination of an asset
You can edit the custom fields on the termination page if the administrator configures Editable Fields for Cancelled Lines and Display Columns Settings. For more information, see Terminating an Asset.
If the Conga Billing package is not installed in your org, it is recommended to display the Confirm Termination pop-up instead of the Confirm Termination page. In addition, you can add the Termination Date field in Display Column Settings for the Display Type Asset Termination. For more information, see Configuring Display Columns Settings.
TurboPricing: Asset-Based Ordering - Ability to renew an asset
You can renew the Standalone Asset with single and multiple charge types and Bundle Asset with options. For more information, see Renewing an Asset.
TurboPricing: Asset-Based Ordering - Ability to configure the Auto Renew, Renewal Adjustment Type, and Renewal Adjustment Amount on pricing
You can configure Auto-Renew, Renewal Adjustment Type, and Renewal Adjustment Amount on pricing at the Price List Item level, cart level, or asset level.
- Auto Renew: Enable this setting when you want CPQ to automatically close the renewal quote with an Auto Renew = True asset. On the expiry date of the asset, CPQ automatically processes the renewal quote and renews the asset for the next term. The quote status is set to Accepted without any intervention (Touchless Renewal). This setting is used to group assets into different renewal quotes, along with the Renewal Group Fields.
- Auto Renewal Type: CPQ allows you to configure an asset as renewable or non-renewable at the price list item level. The supported values are:
- Fixed
Evergreen
Do Not Review
- Fixed - select this to make the asset renewable, and CPQ can also pull the product into an auto and On-demand renewal quote.
Evergreen & Do Not Review- Select this to make the asset non-renewable, and CPQ can not pull the product into an auto or on-demand renewal quote.
If you configure the Renewal Adjustment Type and Renewal Adjustment Amount columns for the cart of the current flow, you will see those columns.
- In the Renewal Adjustment Type drop-down for a line item, select % Uplift by how much you want to uplift the asset price during renewal. In this case, enter the required percentage in the Renewal Adjustment Amount field of the line item.
In the Renewal Adjustment Type drop-down for a line item, select Uplift Amount by how much you want to uplift the asset price during renewal. In this case, enter the required uplift amount in the Renewal Adjustment Amount field of the line item.
For more information, see Applying the Default Pricing to Products and Renewing Assets Manually.
TurboPricing: Asset-Based Ordering - Renewal Line Item association with Config Line Item ID
The system generates the auto-renewal quote when you set the following for a Price List Item.
- Enable the Auto-renewal Flag and select Fixed as the Auto-renewal Type. If none is selected, the system considers it as Fixed only.
- If required, update the Auto-renewal Term, or the system considers Default Renewal Term or Selling Term as per the precedence.
The Config Line Item ID of the Price List Item remains the same in the renewal quote. The Installed Products page displays the renewed quote when you cloned the renewed quote. You must configure the Installed product Settings as mentioned below.
Default Renewal Price List: The Price list currently used for the Proposal
Renewal Business Object Type: Proposal
Renewal Default Price Book: Standard Price Book
Renewal Execution Mode: Auto
Alert Asset Related To Renewal Cart: Enabled
TurboPricing: Asset-Based Ordering - Selective display of cotermination options during renewal
In this release, you can define the list of options to display while renewing the asset through the Cotermination Preference During Renewal option available on the Installed Products settings page. For more information, see Configuring Installed Products Settings.
TurboPricing: Asset-Based Ordering - Ability to set the precedence of the terms during renewal
You can define the auto-renewal term that CPQ must consider while renewing assets. CPQ considers the Default Renewal Term specified in Installed Product Settings if you do not specify any value. If both Auto-Renewal Term and Default Renewal Term are null, CPQ considers the selling term on the original asset during renewal. You are allowed to configure this setting at the price list item level, which will cascade to the cart and asset level. For more information, see Applying the Default Pricing to Products.
TurboPricing: Asset-Based Ordering - Quote Renewals & Agreement Renewals: Auto-Closure process
When you perform the auto-renewal for any asset, the system generates the auto-renewable quote for which you have to set the Asset Start Date (n-3) and Asset End Date (n-2), 'n' is the current system date. The renewal agreement set for auto closure expires within 24 hours. A new Auto Closure Renewal Proposal link is added to the system-generated auto-renewed quote in this release. Clicking the Auto Closure Renewal Proposal link closes the Auto-renewal quote. In addition, it creates Asset Line Items and Order Line Items with the status Activated and Is Auto Accepted flag is set to True. You can view the status of Asset Line Items in the Temp Renew Asset Group section during pricing calculation. For more information, See Configuring Agreement-Based Renewals and Managing Assets in the Contract Flow.
TurboPricing: Asset-Based Ordering - Ability to remove the option from bundle during the change operation
You can remove options from the bundle during the change operation. For more information, see Changing Configurable Bundle Assets.
TurboPricing: Asset-Based Ordering - Support for Same Day Cancellation with Calendar Method during Asset termination
CPQ sets the start date as the end date when you terminate an asset before the end date. Therefore, you must provide the asset end date as the termination date. If the Same Day Cancelation flag is set to True, then the asset end date -1 is considered for pricing calculations. If the Same Day Cancelation flag is set to False, the asset end date is considered for pricing calculations. For more information, see Same Day Cancellation.
TurboPricing and TurboConfig: Option Group Min/Max Validation
- If an option is marked as optional using Is Optional checkbox, that option is not considered while validating Option Groups' Min/Max criteria on the Configuration page. Therefore, you must select other options that are not optional to satisfy the Min/Max criteria.
- The optional lines in an optional bundle are not considered in the Option Group Min/Max validation on the Configuration page. Therefore, you can add options regardless of the Min/Max criteria.
- The optional lines in an Optional Group where the min Quantity is greater than or equal to '0' (>=0) and max quantity are greater than equal to '1' (>=1) are not considered in the Option Group Min/Max validation on the Configuration page.
Enhancements
The following section describes existing features that are changed (or are no longer supported) in this release.
TurboPricing: Ability to Apply Buy X Get Y Promotions on Multiple Line Items of Y Products
You can apply promotions on multiple line items of benefit products (Y) in Buy X Get Y scenarios. For more information, see Applying Promotions on Line Items in the cart.
Data Sync: TurboPricing instance provisioning to the single currency orgs
Exchange rates are required for currency conversion during pricing and, therefore, must be synced by TurboEngines. Since single currency orgs do not have a currencies table, any attempt to sync pricing data will fail. You can add multiple currencies to data sync if they enable multiple currencies later. For more information, see Onboarding Data Sync Services.
Data Sync: Onboarding a new non-existing consumer profile post-seed data through OnboardNewProfile API
You can use OnboardNew Profile API to onboard non-existing consumer profile post-seed data. First, invoke this API with the input (consumer name) to check if the profile already exists or not. If the entered consumer profile does not exist, it triggers onboarding for the given profile.
While onboarding, ensure that the IsFirstTimeProcessing flag is set to true and copy all out-of-the-box documents from the given consumer profile folder.
Data Sync: Ability to enable or disable criteria based sync for any entity
You can enable or disable the criteria-based sync for any entity. If enabled, the data sync considers the turboexpiry_c date while triggering the initial sync and delta-sync.
Data Sync: Enhancement to the sync status messages
The sync status messages are now enhanced to understand the error messages better in the Run History UI. For more information, see Working with Data Sync Run History.
Data Sync: Renaming the Synced to Processed
The Synced is renamed Processed in this release to differentiate validation errors in the Run History UI and Run Details UI. For more information, see Working with Data Sync Run History.
Data Sync: Initiate resync after adding a new formula field through UI
This release introduces a new pop-up to notify Data Sync admin about auto-Resync when adding a new formula field for any object through UI. For more information, see Adding Objects and Fields for Sync.
Data Sync: Ability to search objects by API name
The Add Object pop-up is now enhanced with the API Name column to differentiate the objects from the display and API names. This feature enables you to identify the duplicate display name created in Salesforce. For more information, see Adding Objects and Fields for Sync.
Data Sync: Ability to view the Sync Record Details
A Details link has been added to the Run Details page to view the status of records processed for DataSync. You can click the link to display a Sync Record Details pop-up with Datasync and Object record details. For more information, see Working with Data Sync Run History.
Fixed Issues
The following table lists the issues fixed in this release. If any actions are required, they will be listed in this table.
| Case Number | Conga Internal ID | Description |
|---|---|---|
| 00777951 | LS-8432 | The sum of net price on Line Item and cart are not matching in the summary group. |
| NA | LS-8481 | In the turbo flow, you encounter an error after clicking the Go To Pricing button. |
| PST-2030 | LS-8363 | When the same option exists in parent and sub bundle levels, TurboEngine selects both options irrespective of the Constraint Rule. |
| NA | LS-8307 | The saved tier details do not appear on the tier pop-up window. |
| PST-1955 | LS-8210 | The product configuration page is not loading after clicking the Config button. |
| 00773225 | LS-8208 | You encounter a discrepancy between classic pricing & TurboPricing while calculating the option rollup price & net price with Contract Pricing & ProductOptionPrice Records. |
| 00771454 | LS-8188 | In the Turbo flow, the cart does not respond when you use the combination of field expression and AVM (Attribute value Matrix). |
| 00772598 | LS-8187 | You intermittently encounter a flickering screen issue when you add Attribute Value Matrix to the product. |
| NA | LS-8167 | When the other actions are in progress, the value of approval status disappears automatically from both configuration and cart pages. |
| NA | LS-8166 | The Submit for Approval button is set as the primary action button and staus as Approval Required even though the cart is approved. |
| NA | LS-8093 | The rollup lines appear in the cart when you revalidate after removing an option product's price list item. |
| 00769811 | LS-8075 | The following error appears on the cart page after selecting or changing the location or performing Reprice. 'Error - Could not resolve remote action: updateCartLineItemsQuietly'. |
| GHGCP-340 | LS-7999 | The cart does not respond when you reprice after adding the discount for any product in the Turbo flow. |
| 00769811 | LS-7959 | You encounter the following error If you click the Reprice button after selecting or changing the location. "Error - Could not resolve remote action: updateCartLineItemsQuietly" |
| PST-1580 | LS-7790 | The options in the configuration page get deselected automatically after performing the configuration action. |
| PST-1755 | LS-7778 | You cannot view the updated values on the cart page due to the delay in the Salesforce data update. |
| PST-1664 | LS-7723 | In the turbo flow, the catalog page displays the Incorrect code for the product. |
| PST-1775 | LS-7222 | CPQ triggers an additional constraint rule in the turbo flow while configuring the model. |
| NA | LS-7843 | You encounter the following error on every pricing request. EntityMetadata not found for: 'Apttus_Config2__AssetAttributeValue__c' |
| NA | LS-7839 | You cannot find the UOM conversion when multiple charge types with different UOMs are resolved in the cart. |
| PST-1814 | LS-7867 | An additional inclusion rule triggers while configuring the product. |
| PST-1795 | LS-7786 | The options do not reflect in the quote when you reopen the quote. |
| PST-1796 | LS-7781 | The pending configuration symbol appears on the copied product. |
| NA | LS-7839 | UOM conversion is not found when the multiple charge types with different UOM are resolved in the cart. |
| NA | LS-7224 | You cannot add the object to the Customer Specific Tables consumer profile. |
| GHGCP-352 | LS-7311 | When the user configured the bundle using a mini cart, the configuration page was not loading as intended. |
| GHGCP-346 | LS-7285 | The cart page incorrectly displays the option groups' sequence in the turbo flow. |
| 00115121 | LS-7124 | The promotions are applied to all bundles in the turbo flow even though you applied them to one bundle. |
| GHGCP-364 | LS-7545 | The cart page did not display the attributes from the Product Attribute Value extension object for the products. |
| PST-1832 | LS-7947 | The default select option is not getting selected in a nested bundle. |
| 00771752 | LS-7696 | The cart page triggers the constraint rule even though the condition is not met. |
| 00771733 | LS-7972 | In the TurboConfig flow, the pricing gets stuck for specific products. |
| 00770951 | LS-7952 | In the TurboConfig flow, the option does not get default for a few bundles. |
Known Issues
The following table provides the cumulative list of known issues up to this release.
| Conga Internal ID | Description |
|---|---|
| LS-8455 | Even after completing the data sync, the cart page displays the following error after adding the product:
|
| LS-8429 | When you delete, expire, or inactivate the primary PLI of the option product and revalidate, the cart does not update the total value. |
| LS-8515 | The Reprice option is displayed as a primary action instead of Finalize on the cart page. |
| LS-8484 | Performing mass updates on the cart page causes delay in progress messages. |
| LS-8477 | The product attribute value field does not clear after clicking the Validate button. |
| LS-8379 | You encounter a blank cart when you set the custom view as a default view. |
| LS-8349 | The validation error message disappears when you navigate from the configuration page to the cart page. |
| LS-8254 | After saving or finalizing the cart, the usage price tier data is not stored on the LineItem object. |
| LS-8223 | After selecting an option during configuration, when you click the Add More Products, the following error shows on the catalog page.
|
| LS-8564 | In the Turbo ABO Change flow, the cart miscalculates the pricing after adding an option that has an auto-inclusion rule. |
| LS-8452 | You encounter an error when you apply multiple promotions with inclusion criteria. |
| LS-8520 | The coupon applied on LineItem is not available under the coupons tab. |
| LS-8457 | The AutoCascading Selling Term for MultiCharge Type is not working as intended. |
| LS-8567 | PFStoPF rule does not trigger when you re-configuring the quote. |
| LS-8528 | When you deselect the options from the sub-bundle, the inclusion show message rule is not triggered, resulting in an error message appearing on the configuration page. |
| LS-8518 | The constraint rules do not work as intended on the configuration page. |
| LS-8495 | The deactivated product appears on the cart page even after revalidation. |
| LS-8491 | The COF rule does not trigger when you use the product fieldset in condition criteria. |
| LS-8458 | An incorrect inclusion rule is triggered when you use four product fieldset in the condition criteria. |
| LS-8456 | The constraint rule is not triggered as intended when you exclude the option using Min/Max Match Rule or include an option using another constraint rule. |
| LS-8445 | An error icon appears beside the bundle product even though the Isoptional option is checked. |
| LS-8443 | The cart page does not respond when you trigger the validation rule criteria. |
| LS-8428 | The price list rules are not working as intended when the action criteria have conditions based on the price list. |
| LS-8390 | When multiple sub bundles have a common option, the action product for any constraint rule, the constraint rule with auto include is selecting or deselecting correctly. |
| LS-8370 | You intermittently encounter a cart issue when the pricing is in progress. |
| LS-8356 | The exclusion or inclusion rule error message displays the incorrect condition product when selecting the asset option as a conditional product. |
| LS-8347 | The revalidation message does not appear in the turbo flow while reconfiguring the quote. |
| LS-8329 | When the PLI of the rule added product is inactive, the cart page does not display products even after reconfiguring. |
| LS-7961 | When you copy or delete products in the section view, you encounter the following issues.
|
CPQ-47814 | In the TurboPricing flow, auto pricing occurs if you adjust any field on the cart while pricing is in progress. |
| CMS-700 | CPQ displays an error after adding the condition and action for different countries when using Match In Location. |
| CMS-699 | When you delete the condition of an Action, the action is also getting deleted along with the condition. |
| CMS-701 | When configuring Match In Location, the error message is displayed continuously after deleting the actions. |
| CMS-702 | In TurboConfig flow, CPQ displays an error after selecting the cloned condition. |
| CMS-703 | When you update the quantity of cloned options after cloning it, the blank values are displayed for all the attributes of cloned options. |
| CMS-704 | The original and cloned actions are deselected and added an extra clone for action after cloning a condition and action products. |
| CMS-705 | Only one success message appears after adding the condition twice, |
| CMS-706 | When performing repeat inclusion, an error message is not displayed after deleting the action from the mini cart. |
| CMS-707 | When configuring Repeat Inclusion, the error message displayed for the prompt disappears. |
| CPQ-44694 | The price factor (Bundle Only) adjustment is not supported. |
| CPQ-44665 | The formula field on the charge type displays the incorrect values on the cart. |
| CPQ-44599 | Promotions with the "Contains" operator in the criteria do not work. |
| LS-4895 | Some objects in seed data are not protected (made read-only) when the option "Include all fields including future fields" is enabled. |
DOC ID: CTEDEC21RN20211207