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Order Management February '24 Release Notes
In these release notes, you can find packages, requirements, features, enhancements, resolved issues, and known issues for the Conga Order Management February '24 release. For documentation updates, see What's New in Order Management 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 packages in this release.
| Product | Latest Certified Version Name | Latest Certified Version Number |
|---|---|---|
| Conga Order Management | 1.0.0000 | 1.0 |
| Conga Approvals Management (New) (Required if you are using Approvals) | 15.0.388 | 15.388 |
| Conga Base Library (New) | 5.0.255 | 5.255 |
| Conga Configuration & Pricing (New) | 16.0.2122 | 16.2122 |
| Conga Contract Lifecycle Management (New) | 15.0.740 | 15.740 |
| Conga CLM Configuration Integration (New) (Required if you are using CLM) | 16.0.0187 | 16.187 |
| Conga CPQ API (New) | 16.0.0136 | 16.136 |
| Conga CPQ Setup (Required if you are using CPQ Admin Console) | 15.2.141 | 15.141 |
| Conga CPQ Approvals Management (Required if you are using Approvals on CPQ objects) | 13.2.25 | 13.25 |
| Conga Promotion Management (Required if you are using Promotions) | 1.0.0000 | 1.0 |
| Conga Proposal Management (Required if you are using Proposal Management) | 13.2.0267 | 13.267 |
| Conga Quote Approvals | 7.1.10 | 7.10 |
| Conga Quote Asset Integration | 6.5.0015 | 6.15 |
| Conga Quote CLM Integration | 12.2.0085 | 12.85 |
| Conga Quote/Proposal-Configuration Integration (Required if you are using CPQ and Proposal Management) (New) | 16.0.0407 | 16.407 |
| Conga Billing Management (New) | 10.0.396 | 10.396 |
Before installing or upgrading Conga managed packages, you must review the dependency matrix for each managed package. You can refer to the package dependency matrix at Conga Packages Dependency Matrix.
System Requirements and Supported Platforms
| System Requirement | Minimum Supported Version |
|---|---|
| Operating System | Standard Salesforce.com requirements. See Salesforce PDF. |
| Browser | Conga supports the following browsers:
Conga recommends the latest stable version of the browser for the best performance. 
Internet Explorer is not supported. |
New Features
The are no new features in this release.
Enhancements
The following enhancement is new to Conga Order Management in this release.
Ability to Add Lookup Filters on the Create Order Page of the Price Agreement Tab
Order Management now supports the creation of custom lookup fields and setting up the lookup filters for them on the Create Order Page of the Price Agreement Tab. This functionality helps you to filter the records containing the desired value. You can create a custom lookup field and then add the lookup filter criteria to that field to achieve the desired result.
For more information, see the sections To create a custom lookup field for an object and To set lookup filter criteria for the custom field of Setting up Partial Orders from Price Agreements.
Ability to Edit the Identifiable Fields on a Price Agreement Detail Page
The identifiable fields are now made editable on the Price Agreement Detail page. You can add identifiable custom fields like Description, Shipping Instructions, PO Date, etc. on the Price Agreement Detail page and edit the data in these fields.
For more information, see Creating Partial Orders from Price Agreements and to configure order system properties for price agreements section of Setting Up Partial Orders from Price Agreements.
Partial Order Creation Page to Show a Spinner
A spinner is shown on the Partial Order Creation page as an indication of an undergoing process when you create a new order.
Data Model Changes
The following objects and fields are introduced to or changed in the system or data model in this release.
Object | Fields | Description | System/User | New/Changed |
|---|---|---|---|---|
| Order System Properties | System | Changed | ||
| Quote Item Edit Fields For Partial Order | Enter the list of editable field API names from the proposal line item object when creating partial orders. Each field must be separated by a comma or a new line. | User | New | |
| Agmt Item Edit Fields For Partial Order | Enter the list of editable field API names from the agreement line item object when creating partial orders. Each field must be separated by a comma or a new line. | User | New |
Fixed Issues
There are no fixed issues in this release.
Known Issues
The following table provides the cumulative list of known issues up to this release.
| Conga Internal ID | Description |
|---|---|
| MAF-480 | Partial orders cannot be created from Customer Purchase Orders when the CPO is in "Partially Processed" status. |
DOC ID: COMFEB24RN20240207