What's New in CPQ Documentation
This section lists changes in the documentation to support each release.
202402.1.0
June '24
Document | Publication Date | Topic | Description |
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June '24 | 12 Jun 2024 | Added a note for Product Attribute Rules. | |
New topic. | |||
Added information about Conga Package Access pop-up. | |||
Added information about job duration data and Conga Package Access pop-up. |
February '24
Document | Publication Date | Topic | Description |
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February '24 | 07 Feb 2024 | Updated topic to add new admin settings.
| |
Added a new field View Cart Total Custom Fields. | |||
Added a note for quote collaboration. | |||
Added a note for quote collaboration. |
October '23
Document | Publication Date | Topic | Description |
---|---|---|---|
October '23 | 04 Oct 2023 | Updated topic. Added information about configuring progress tracker for Async operations on order object. | |
Distinguishing Cloned Options on the Bundle Configuration Page | New topic. | ||
Added information about renewal opportunity's currency getting updated with the renewal quote's currency. | |||
Added information about renewal opportunity's currency getting updated with the renewal quote's currency. | |||
Added information about renewal opportunity's currency getting updated with the renewal quote's currency. | |||
Renewing Assets in OnDemand Renewal Mode in the Contract Flow | Added information about renewal opportunity's currency getting updated with the renewal quote's currency. |
June '23
Document | Publication Date | Topic | Description |
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June '23 | 07 Jun 2023 | Added a point about Bill To and Ship To accounts getting inherited from parent quote to renewal quote. | |
Added a point about Bill To and Ship To accounts getting inherited from parent agreement to renewal agreement. | |||
Updated the pages used as default in Flow Settings. | |||
Updated the description of the Min Price/Net Adj % and Max Price/Net Adj % fields that the minimum price must be less than the maximum price. | |||
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Updated the description of the following fields:
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Added a note about applying adjustments on products with negative pricing. | |||
Use Case: Applying Adjustments on Products with Negative Pricing | New topic. | ||
Added information about the following admin settings:
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Added a note about preventing users from finalizing the cart if the bundle configuration does not honor the Min Options configured for an option group. | |||
Added a note about the precedence for calculating the default quantity under "To modify existing options inside a bundle". | |||
Added a note about the precedence for calculating the default quantity under "To configure bundle products". | |||
Added a note about CPQ displaying an error message on deselection of required options on the Configuration page. | |||
Added a note about CPQ displaying an error message on deselection of required options on the Configuration page. | |||
Added a note about renewing bundle assets without adding net price of cancelled options. | |||
Use Case: Renew Bundle Assets without Adding Asset Net Price of Cancelled Options | New topic. | ||
Added a note about creating a collaboration request for auto-included products. | |||
Use Case: Quote Collaboration for Products Auto-Included by Constraint Rules | New topic. | ||
Added a note about associating a price list and price list items to a category. | |||
Added a note about applying Price Escalator on new ramp lines created during ABO operations. | |||
Added a note about applying Price Escalator on new ramp lines created during ABO operations. | |||
Added a note about applying Price Escalator on new ramp lines created during ABO operations. | |||
Overriding the Default Asset Pricing for Line Statuses Based on ABO Actions | Added a note about applying Price Escalator on new ramp lines created during ABO operations. | ||
Added a note about applying Price Escalator on new ramp lines created during ABO operations. | |||
Added a note about applying Price Escalator on new ramp lines created during ABO operations. | |||
Use Case: Applying Price Escalator on New Ramp Lines During ABO Operations | New topic. | ||
Updated the description of the Charge Type field that it is mandatory while creating a price list item. |
February '23
Document | Publication Date | Topic | Description |
---|---|---|---|
February '23 | 17 Feb 2023 | Updated the description of the Min/Max Price Applies To field. | |
Added a note in the description of the Default Selling Term field about calculation of the selling term on the cart. | |||
Added the "Calculating the selling term of recurring fee" point. | |||
Removed a note about a non-supported feature from Scenario 1. | |||
13 Feb 2023 | Removed the limitation about Pricing Extension Callback being supported only for Smart Cart. | ||
Added information about the Validate button for validateCart() method. | |||
Updated the description. | |||
08 Feb 2023 | Updated the documentation of APTS_SortDocumentsDesc. | ||
Added documentation for Sort Documents Descending. | |||
Added information about sorting documents after generation. | |||
Added documentation for Sort Documents Descending. | |||
Updated the description of the Max Adjustment Lines setting. | |||
Added information about displaying auto-applied adjustments on the multiple adjustments pop-up in read-only mode. | |||
Added information about displaying auto-applied adjustments on the multiple adjustments pop-up in read-only mode. | |||
Added the Asset Restore Fields setting. | |||
Added information about restoring renewal start and end dates on reselection of cancelled options during asset renewal. | |||
Use Case: Restoring Asset Values on Reselection of Cancelled Options During Renewal | New topic. | ||
Added a note about restoring asset values on reselection of options on the Config page. | |||
Use Case: Restoring Asset Values on Reselection of Cancelled Options During Change | New topic. | ||
New topic. | |||
New topic. | |||
Removed the note that quantity decrement is not supported. | |||
Overriding the Default Asset Pricing for Line Statuses Based on ABO Actions | Updated the topic with information about the ABO Action field. | ||
New topic | |||
Updated the "To create a view" section with information about creating default views for each flow. | |||
Added information about removing APTS_SortDocumentsDesc. | |||
Added information about the following fields that are introduced to support billing for legacy assets:
Note: In February '23, do not use these fields, which are added in preparation of a future functionality. |
September '22
Document | Publication Date | Topic | Description |
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September '22 | 21 Oct 2022 | Added APTS_SortDocumentsDesc. | |
Added a section for APTS_SortDocumentsDesc. | |||
Added steps to delete the UsageDataJobScheduler job. | |||
17 Oct 2022 |
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Added the Grid Render Threshold config system property. | |||
Added information about CPQ not supporting auto-included primary line item for collaboration. | |||
11 Oct 2022 | Added a note about the deprecation of Show Attributes In Cart. | ||
Added a note about the deprecation of Show Attributes In Cart. | |||
22 Sep 2022 | Updated package version of Conga DocuSign Api. | ||
14 Sep 2022 | Updated package versions for the following packages:
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07 Sep 2022 | Added information about support for 10000 line items. | ||
Updated description of the Enterprise field. | |||
Added Enterprise as a supported flow. | |||
Updated the title. | |||
10 Aug 2022 |
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Added the setting GroupByFields. | |||
Added a discount type % Discount on Base and description about enabling manual adjustments. | |||
New topic. | |||
Added information about viewing adjustment lines on the multiple adjustments pop-up and adding manual adjustments. | |||
Added information about using attributes from PAV extension as price dimensions and criteria fields. | |||
Added information about using attributes from PAV extension as price dimensions and criteria fields. | |||
Updated the description of the Rule Type drop-down. | |||
Added information about using attributes from PAV extension as criteria fields. | |||
Added information about using attributes from PAV extension as criteria fields. | |||
Added information about using attributes from PAV extension as asset pricing criteria. | |||
Updated the description of the Rate Type drop-down. | |||
Added a note. | |||
Added guidelines about assets in constraint rule and custom PAV extension objects. | |||
Added a note about end of support. | |||
Updated the description of the Match In Options field. | |||
Updated the topic with information about searching assets using special characters. | |||
Updated the topic with information about the Group By drop-down. | |||
Updated the description of the Default field. | |||
Added a note about finalizeCart API and Submit for Approval custom button. | |||
Updated the description of Enterprise. | |||
Updated the description of Enterprise. | |||
Adding a Link to Quote in Cart Finalize Notification Email Template | New topic. | ||
Added information about Maintenance Console. | |||
Updated the description of the Scope field. | |||
New topic. | |||
Removed information about constraint rules. | |||
Added information about changed and inactive price list item. | |||
Updated the Smart Search URL. |
May '22
Document | Publication Date | Topic | Description |
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May '22 | 16 May 2022 | Updated the topic with a note about re-finalizing a finalized quote. | |
04 May 2022 | Updated the topic to add all Conga reports. | ||
Updated the topic to add all Conga dashboards. | |||
27 Apr 2022 | Updated the description of the following fields:
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New topic. | |||
Added a note about Salesforce API version change. | |||
Changed Salesforce API version. | |||
Changed Salesforce API version. | |||
Generating Documents for Proposal with Large Number of Line Items | Changed Salesforce API version. | ||
Changed Salesforce API version. | |||
Added a note for the Enable Date Range checkbox. | |||
Configuring Custom Button to Access Configuration Page Directly | Updated the structure of URLs to navigate directly to the Configuration page. | ||
06 Apr 2022 | New topic. | ||
New topic. | |||
New topic. | |||
About Quantity and Selling Term Calculation Using Default Pricing Settings | Updated the topic with more bundle-option scenarios for calculating selling term. | ||
New topic. | |||
New topic. | |||
New topic. | |||
Added information about adjusting column width. | |||
Added information about Cart Edit Access Idle Timeout in Minutes setting. | |||
Added information about Cart Edit Access Idle Timeout in Minutes setting. | |||
Updated the topic with information about filtering products by product codes. | |||
Updated the topic with information about support for Every X Get X promotions for multiple products. Also, removed the step about selecting Criteria Product and Product Family Criteria. | |||
Updated the topic with information about:
| |||
Configuring a Custom Button to Launch the Installed Products Page Directly for the Add/Remove Flow | New topic. | ||
Modifying the Association of Assets with Services by Launching the Installed Products Page Directly | New topic. | ||
New topic. | |||
Updated the topic with a note about the global flag isTriggerInitiatedUpdate. | |||
Added information about enabling Run Validation Callback On Add setting. | |||
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Updated the note about the Selling Term Calculation Method setting. | |||
Removed the step about selecting an Allowable Action. | |||
Removed the step about selecting an Allowable Action. | |||
New topic. | |||
Updated the topic description. | |||
Added a note. | |||
New topic. | |||
New topic. | |||
New topic. | |||
New topic. | |||
New topic. | |||
New topic. | |||
New topic. | |||
Configuring a Custom Button on the Quote Object for Partners | New topic. | ||
New topic. | |||
Renamed the topic from "Hiding the Clone Icon for a Cart Line Item" and updated the topic. | |||
Updated the image of the Manage Price Pipeline page. | |||
Updated the image of the the WATERFALL SETUP tab and updated the description of the Criteria field. | |||
Added an image for the New Price Pipeline Ruleset page and updated the description of the Ruleset Criteria field. | |||
Renamed the title and reorganized the content. |
December '21
Document | Publication Date | Topic | Description |
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December '21 Rev C | 21 Dec 2021 | New topic. | |
New topic. | |||
New topic. | |||
New topic. | |||
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December '21 Rev B | 17 Dec 2021 | Added Check Many Options. | |
Added Check Many Options. | |||
Added description of Confirm Option Selections. | |||
New topic. | |||
New topic. | |||
New topic. | |||
New topic. | |||
Generating Documents for Proposal with Large Number of Line Items | New topic. | ||
New topic. | |||
December '21 Rev A | 07 Dec 2021 | Updated the topic description. | |
Updated the description of the example. | |||
Added information about constraint rule error message display on the Cart page. | |||
Added an example. | |||
Added a note about Merge Call Timeout Millis. | |||
Updated the description. | |||
Added a note about cancelled line item. | |||
Updated the description. | |||
Added list of apex jobs. | |||
Use Case: Early Renewal of Ramped Bundle Assets with Options | Added some notes about required settings. | ||
Use Case: Renewed Ramped Assets Start from the End Date of the Last Ramp Line | Added some notes about required settings. | ||
Updated the topic with information about order line item creation for miscellaneous item. | |||
Added a note about having Conga Digital Commerce installed to use ABO REST APIs. | |||
December '21 | 03 Nov 2021 | Use Case: Renewed Ramped Assets Start from the End Date of the Last Ramp Line | New topic |
Displaying Assets from Multiple Accounts on the Installed Products Page | New topic. | ||
Updated the topic with Same Day Cancellation support for Billing Preference and added more use cases. | |||
Use Case: Early Renewal of Ramped Bundle Assets with Options | New topic. | ||
Use Case: Cancelled Asset Options Fetch Original Asset Start and End Dates During Renewal | New topic. | ||
New topic. | |||
Updated the topic with information about For Every X Criteria, Benefit Product, and Benefit Type sub-sections. | |||
Updated the list of operations the Sales rep can perform. | |||
Configuring Custom Button to Access Configuration Page Directly | Updated information about service bundles. | ||
New topic. | |||
Added information about deep clone. | |||
New topic. | |||
Updated the description of Asset Line Fields For Selected Assets. | |||
Added more best practices to the Rules section. | |||
Updated the topic with information about APTS_CartLineItemsUpdateChunkSize admin setting. | |||
New topic. | |||
New topic. | |||
New topic. | |||
New topic. | |||
New topic. | |||
New topic. | |||
New topic. | |||
Updated the Terminate Assets REST API documentation with information about:
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New topic. | |||
New topic but moved content from the "Viewing Assets from an Account" topic. | |||
Updated the description of the use case. Removed a note about Defer Pricing. | |||
Updated the description of the Update Price button. | |||
Updated the description of the Defer Pricing setting. | |||
Updated the description of the Defer Pricing setting. | |||
New topic. |
Summer '21
Document | Publication Date | Topic | Description |
---|---|---|---|
Summer '21 Rev E | 14 Sep 2021 | New topic. | |
Summer '21 Rev D | 01 Sep 2021 | Removed the content as this feature is no longer supported. | |
Removed the content as this feature is no longer supported. | |||
Summer '21 Rev C | 09 Aug 2021 | New topic. | |
Updated the topic with a tip about Conga Push Upgrade. | |||
Updated the topic with a tip about Conga Push Upgrade. | |||
Updated the topic with a tip about Conga Push Upgrade. | |||
Summer '21 Rev B | 26 Jul 2021 | Removed the description because the feature is deprecated. | |
Updated the description of the "Solution" section. | |||
Summer '21 Rev A | 12 Jul 2021 | New topic. | |
New topic. | |||
New topic. | |||
New topic. | |||
New topic. | |||
New topic. | |||
New topic. | |||
New topic. | |||
New topic. | |||
New topic. | |||
Added a note under the "Support for Deal Guidance" point. | |||
Summer '21 | 07 Jul 2021 | Updated the description of the Editable Fields for Cancelled Lines setting. | |
Updated the description of the Display Type (Asset Termination) and Field Name fields. | |||
Added the "To specify the batch size for the Category Maintenance batch job" section. | |||
New topic. | |||
Updated the topic with information about Product Attribute Value. | |||
New topic. | |||
New topic. | |||
Added information about APTS_DisableExpandInCart. | |||
Updated the description of the Auto Cascade Selling Term setting. | |||
Updated the description of the Adjustment Applies To drop-down. | |||
Updated the description of the Matrix Type field with a note. | |||
New topic. | |||
Updated the steps to configure Exclude Optional Products. | |||
Added the setting Exclude Optional Products. | |||
Added the setting Exclude Optional Products. | |||
Updated Formula Callback Class and Metadata Callback Class. | |||
New topic. | |||
New topic. | |||
Updated the description of the Enable Quick View setting. | |||
New topic. | |||
New topic. | |||
Updated the topic with information about the support for different charge types in Buy X Get Y promotions. | |||
Updated the topic with an example for formula field. | |||
Updated the description of the Adjustment Amount Source field. | |||
New topic. | |||
New topic. | |||
Managing Translation of Fields and Values in Different Language | New topic. | ||
New topic. | |||
New topic. | |||
New topic. | |||
New topic. | |||
Updated the topic description. | |||
Managing Guided Selling | Removed all descriptions because the feature has been deprecated. | ||
Creating Custom Fields in the Search Attribute Value Object | Removed the chapter. | ||
Creating a Sample Flow Using Flow Designer | Removed the chapter. | ||
Creating a Guided Selling Visualforce Page | Removed the chapter. | ||
Defining Guided Selling Rules | Removed the chapter. | ||
Profile Settings and Security | Removed the chapter. For information about permission sets, refer to About Permission Sets. | ||
Added information about Enterprise profile. | |||
New topic. New feature. | |||
Added a note about option groups. | |||
Added information about the distinction between Shared and Standalone option groups. | |||
New topic. | |||
New topic. | |||
Updated the topic with information about tooltip. | |||
Updated the topic with information about the following:
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About Quantity and Selling Term Calculation Using Default Pricing Settings | New topic. | ||
Use Case: Auto Cascade Quantity and Auto Cascade Selling Term for Standalone Products | New topic. | ||
Use Case: Auto Cascade Quantity and Auto Cascade Selling Term for Bundle Products | New topic. | ||
Updated the topic with information about rollup line items. | |||
Updated the topic with information about editing custom asset line item fields on the Confirm Termination page. | |||
Updated information about bundle expansion and custom fields on Summary Group. | |||
Updated information about the disabled Submit for Approval button. | |||
Updated the description with information about the inability to submit cart for approval. | |||
Updated the description with information about the inability to submit cart for approval. | |||
Use Case: Cancelling Options in a Bundle Asset with Ramp Lines | New topic. | ||
New topic. | |||
Updated the following information:
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Updated the topic with information about the Single Transaction Adjustment checkbox. | |||
Updated the optional products section. | |||
Added information about the Enterprise quote profile. | |||
Removed the content as the feature has been deprecated. | |||
New topic. | |||
New topic. | |||
New topic. | |||
New topic. | |||
New topic. | |||
New topic. | |||
New topic. | |||
New topic. | |||
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New topic. | |||
New topic. | |||
New topic. | |||
New topic. | |||
New topic. | |||
New topic. | |||
New topic. | |||
Retrieving Products Included by Auto-inclusion Constraint Rule | New topic. | ||
Updated the code sample. | |||
Updated the description of the Change Asset API with information about cascading attribute changes to sub-bundle child options. |
Spring '21
Document | Topic | Description |
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Spring '21 Rev L | New topic. | |
Spring '21 Rev K | Removed the content as this feature is no longer supported. | |
Removed the content as this feature is no longer supported. | ||
Spring '21 Rev J | Updated the description of the Asset Line Fields For Selected Assets setting. | |
Spring '21 Rev I | Removed the content as the feature has been deprecated. | |
Updated the description with a note about API names in Config LineItem Custom Fields. | ||
Spring '21 Rev H | New topic. | |
Updated the topic with a tip about Conga Push Upgrade. | ||
Updated the topic with a tip about Conga Push Upgrade. | ||
Updated the topic with a tip about Conga Push Upgrade. | ||
Spring '21 Rev G | Updated the topic with a note that special characters are not supported in the flow name. | |
Updated the topic with a note that special characters are not supported in the flow name. | ||
Updated the topic with a note that special characters are not supported in the product name. | ||
Removed the description because the feature is deprecated. | ||
Removed the description because the feature is deprecated. | ||
Updated the description of the "Solution" section. | ||
Creating Custom Fields in the Search Attribute Value Object | Removed the chapter. | |
Creating a Sample Flow Using Flow Designer | Removed the chapter. | |
Creating a Guided Selling Visualforce Page | Removed the chapter. | |
Defining Guided Selling Rules | Removed the chapter. | |
Spring '21 Rev F | New topic. | |
Spring '21 Rev E | Updated the topic with information about Buy X Get Y type promotion. | |
Updated the topic with information about APTS_EnableMultiBenefitItems Admin Setting. | ||
Spring '21 Rev D | New topic. | |
Updated the topic with information about option group Min/Max validation for optional bundles. | ||
Spring '21 Rev C | Updated the topic with information about Classic UI. | |
Updated the topic with information about option group Min/Max validation for optional bundles. | ||
Spring '21 Rev B | New topic. | |
New topic. | ||
Updated the topic. Add information about isCartTotalingDisabled. | ||
Updated the topic with information about Min/Max criteria of option group for optional options. | ||
Updated the sample code. | ||
Spring '21 Rev A | Updated the topic with information about a cloning proposal. | |
Updated the topic with information about cloning proposals that are not finalized. | ||
New topic. | ||
New topic. | ||
Updated the sample code. | ||
New topic. | ||
Spring '21 |
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Renamed the topic from "Configuring Large Document Generation for Quote". Updated the topic with information about how to configure Doc Gen. | ||
Updated the description of the Related Line Item Fields and Asset Line Fields For Selected Assets settings. | ||
Updated the description with information about Document Generation. | ||
Updated information about hiding option groups. | ||
Updated the description of the Product field. | ||
Added a note for information about Custom Settings Maintenance Job. | ||
New topic. | ||
New topic. | ||
New topic. | ||
New topic. Moved from the Conga CPQ User Guide. | ||
Moved this topic from the "Configuring Asset-Based Ordering" section to the "Configuring Service CPQ" chapter. | ||
Synchronizing Related Line Items with Opportunity Line Items | Moved this topic from the "Managing Quotes or Proposals" chapter to the "Configuring Service CPQ" chapter. | |
Updated the topic. Added information about the threshold for Constraint Rule Maintenance job. | ||
New topic. | ||
New topic. | ||
New topic. | ||
New topic. | ||
Updated the description of the Auto-Update Quantity field. | ||
Added information about Match in Service Assets. | ||
Added a use case. | ||
Updated the topic information about the Single Transaction Adjustment checkbox. | ||
Updated the topic information about applying Buy X Get Y promotions on multiple line items of Y products, and with information about line items with $0 price. | ||
Updated topic with a note about pagination. | ||
Updated the topic with information about the Submit For Pricing (Async) button. | ||
Updated the topic added information about Sync with Opportunity and Doc Gen. | ||
Updated the limitation of the Smart Cart. | ||
Updated the section about is Optional checkbox. | ||
Updated the topic to remove the ambiguous content. | ||
New topic | ||
New topic. | ||
Updated the topic with missing information. | ||
Renamed from "Viewing the Service Cart" and updated the topic with missing information. | ||
Viewing Service Products on the Installed Products page | Removed the topic. | |
Service Pricing | Moved this topic to the Conga CPQ Administrator Guide. See Configuring Service Pricing. | |
New topic. Moved the content from the "Service Pricing" topic to this topic. | ||
New topic. | ||
New topic. | ||
New topic. | ||
Updated the topic. | ||
Updated the information about lookup field columns. | ||
New topic. | ||
New topic. | ||
New topic. | ||
New topic. | ||
New topic. | ||
New topic. | ||
New topic. | ||
New topic. | ||
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New topic. | ||
New topic. | ||
New topic. | ||
New topic. | ||
New topic. | ||
New topic. | ||
New topic. | ||
New topic. | ||
Added information about the new parameter B undleLineItemID. | ||
New topic. | ||
Updated the request and response parameters of the Change Asset API. |
Winter '20
Document | Topic | Description |
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Winter '20 Rev I | New topic. | |
Winter '20 Rev H | Removed the content as this feature is no longer supported. | |
Removed the content as this feature is no longer supported. | ||
Winter '20 Rev G | New topic. | |
Updated the topic with a tip about Conga Push Upgrade. | ||
Updated the topic with a tip about Conga Push Upgrade. | ||
Updated the topic with a tip about Conga Push Upgrade. | ||
Winter '20 Rev F | Updated the topic with information about using Product Attribute Value Extension Objects in Search Filter(CPQ). | |
Removed the description because the feature is deprecated. | ||
Updated the description of the "Solution" section. | ||
Winter '20 Rev E | Updated the topic with information about a cloning proposal. | |
Configuring Custom Button to Access Configuration Page Directly | Updated the topic with information about multi-currency org. | |
Updated the topic with information about cloning proposals that are not finalized. | ||
Winter '20 Rev D | Updated the topic. | |
Updated the topic. | ||
Updated the description of the field Allow Cloning. | ||
Added a note about the inability to modify miscellaneous line items once add to the cart. | ||
Added a note about miscellaneous line items not being supported in Quote Collaboration. | ||
Winter '20 Rev C | New topic. | |
Added the "To synchronize renewal lines to renewal opportunities" section. | ||
Updated the topic with information about Bundle and Summary Group Net Adjustment %. | ||
New topic. | ||
New topic. | ||
New topic. | ||
New topic. | ||
New topic. | ||
New topic. | ||
New topic. | ||
New topic. | ||
New topic. | ||
New topic. | ||
New topic. | ||
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New topic. | ||
New topic. | ||
New topic. | ||
New topic. | ||
New topic. | ||
Winter '20 Rev B | Added the following fields and description:
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Updated the description of the Price Type and Price Method fields. | ||
Updated the description of the Price Type and Price Method fields. | ||
Updated the topic. Added information about QTC Profile. | ||
Updated the topic. Added information about QTC Profile. | ||
Updated the sample code. | ||
Winter '20 Rev A | Updated the description of the Enable File setting under Config System Properties and Proposal System Properties. | |
Added a note about the Update Price button. | ||
Updated a note with information about fields Grand Total, Net Amount, and Unit Price. | ||
Updated the topic with steps on making a quote as primary. | ||
Updated description of Clone(With Line Items). | ||
Updated the sample code. | ||
Updated the sample code. | ||
Updated the Authentication section. | ||
Winter '20 | Added the Cotermination Preferences During Renewal and Default Renewal Cotermination Option settings in RENEWAL section. | |
Updated the topic with information about running Custom Setting Maintenance Job. | ||
| ||
Added a new parameter styleSheetURL. | ||
Updated the topic with the Renewal Lead Time field description. | ||
Updated the topic description and added information about support for Sidebar Action in the Display As field. | ||
Updated the topic description. | ||
Replaced isCartApprovalDisabled with useAdvancedApproval and isPricingGuidanceDisabled with useDealOptimizer, updated descriptions. | ||
Updated the description of the Product field with the Include Bundle Options (AND) option under Buy X Get X. | ||
Removed the In option on the Benefits section for Buy X Get Y promotions. | ||
Updated the topic with information about applying incentive limits across quotes for the same account. | ||
Updated the topic. Added information about Custom Settings Maintenance batch job. | ||
New topic. | ||
New topic. | ||
Updated the topic description. | ||
New topic. | ||
New topic. New feature. | ||
Added the Constraint Rule Execution Mode field | ||
Added the following fields:
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New topic. New feature. | ||
New topic. New feature. | ||
New topic. New feature. | ||
Updated the information about the lock icon for the quantity of options. | ||
New topic. | ||
New topic. | ||
New topic. | ||
Updated the topic with a note about warning message on email pop-up. | ||
Updated the topic with a note about disabled values. | ||
Added a note about the increased scalability of price ramps. | ||
Updated the topic with information about display of promotions on the cart. | ||
Added a note about the display of the Use the Proposal End Date option on the Confirm Renewal intermediate page. | ||
Added a note about the display of the Use the Proposal End Date option on the Confirm Renewal intermediate page. | ||
Updated the topic with information about enhanced Confirm Renewal intermediate page and handling manual renewal of assets that are associated with a system-generated renewal quote. | ||
Updated the topic with information about a warning during renewal. | ||
Updated the topic with information about a warning during renewal and renewing assets in OnDemand Renewal mode based on the Renewal Lead Time specified in products. | ||
Added a note about the display of the Use the Proposal End Date option on the Confirm Renewal intermediate page. | ||
Updated the topic with information about enhanced Confirm Renewal intermediate page and handling manual renewal of assets that are associated with a system-generated renewal agreement. | ||
Updated the topic with information about a warning during renewal. | ||
Renewing Assets in OnDemand Renewal Mode in the Contract Flow | Updated the topic with information about a warning during renewal and renewing assets in OnDemand Renewal mode based on the Renewal Lead Time specified in products. | |
Updated the topic with the following information:
| ||
Updated the topic. Added information about multiple adjustments and revalidation. | ||
New topic. New feature. | ||
Updated the topic with information about Advanced Filter. | ||
Updated the topic with information about the Select All Qualified Lines checkbox. | ||
New topic. | ||
New topic. |
Summer '20
Document | Topic | Description |
---|---|---|
Summer 2020 Rev A | Enabling PDF Security for Generated Proposal Documents | Updated the code for Admin Entry in the topic. |
Configuring Installed Products Settings | Updated the description of the Asset Termination Fields setting with a warning. | |
Configuring Custom Settings | Updated the description of Asset Termination Fields setting with a warning. | |
Configuring Display Columns Settings | Updated the description of Display Type and Field Name settings. | |
Setting Up Service CPQ | New topic. | |
Working with the Mini-Cart | New topic. | |
Configuring a Product from the Catalog | Updated the topic with information about Mini-cart, and Edit and View buttons. . | |
Using Proposal Document Generation | Updated the topic with information about Rename and Delete buttons. | |
Viewing the Cart in Grid View | Updated the topic with information about Edit and View buttons. | |
Presenting a Quote/Proposal | Updated the topic with a note about contact details. | |
Summer 2020 | Configuring Custom Button to Access Configuration Page Directly | New topic. New feature. |
Configuring Display Columns Settings | Updated the topic with a note for the Display Type Asset Termination. | |
Configuring Large Document Generation for Quote | New topic. New feature. | |
Managing Constraint Rules | Updated the topic with information about support for Show Messages and Prompt in Match in Assets Match Conditions in CSCR. Updated the topic description. | |
Configuring Custom Settings |
| |
Managing Currency Conversion | New topic. New feature. | |
Enabling Price Ramps | Updated the topic with information about ramps inheriting Cumulative Range - Line Item price matrices from the price list item. | |
Enabling Auto Ramp Creation | Updated the topic description. | |
Creating Custom Buttons for Different Flows | Updated the topic with information about the useAdvancedCurrency parameter. | |
Defining the Criteria of a Promotion | Updated the description of the Value field. | |
Configuring the Apply Promotion Window | New topic. | |
Configuring Display Actions Settings | Updated the topic with information about configuring action buttons on the Configuration page. | |
Creating Product Attribute Rules | Updated the topic with information about support for null value in scope. | |
Pricing Extension Callback Class for Smart Cart | Updated the topic description. | |
Creating Custom Product Attribute Value Extensions | Updated the topic description. | |
Enabling Quote Collaboration in the Org | Updated the topic with information about Field Det Settings for Quote Collaboration | |
Running Maintenance Jobs | Updated the topic with information about Category and Bundle Maintenance. | |
Managing Products | Updated the topic description. | |
Creating Products | Removed information about Has Defaults. | |
Managing Categories and Hierarchies | Updated the topic description. Updated the description of Offering and Option Group. | |
Reordering Root Categories on the Catalog Page | Updated the topic description and added a note about editing layout. | |
Running a Category Maintenance Job | Updated the topic description and moved the Category Maintenance section to Running Maintenance Jobs topic. | |
Creating Option Groups | Updated the description of Offering and Option Group. | |
Creating Price Lists | Updated the topic description. | |
Associate a Price List with Categories | Updated the topic description. | |
Adding Additional Details to a Price List Item | Updated the topic description. | |
Applying the Default Pricing to Products | Updated the topic description. | |
Creating Price Rulesets | Updated the topic description. | |
Creating Price Rules | Updated the topic description. | |
Creating Price Dimensions | Updated the topic description. | |
Managing Contract Pricing | Updated the topic description. | |
Defining Contracts to be Used in a Quote | Updated the topic description. | |
Defining Multiple Contracts to be Used in a Quote | New topic. | |
Configuring Contract Pricing through Price Agreements | New topic. | |
Enabling Multiple Adjustments at the Line-Item Level | Updated the topic description. | |
Managing Product Groups | Updated the topic description. | |
About Search Filters (CPQ) | Updated the topic description. | |
Configuring Search Filter (CPQ) | Updated the topic with a reference image. | |
Managing Product Rules | Updated the topic description. | |
Creating Constraint Rules | Updated the topic with information about Bundle Context. | |
Creating Constraint Rule Conditions | Updated the topic description. | |
Creating Constraint Rule Actions | Updated the topic description. | |
Scenarios for Using Constraint Rules | Updated the topic description. | |
Creating Product Attribute Values | Updated the topic description. | |
Creating Attribute Value Matrices | Updated the topic description. | |
Types of Promotions | Updated the topic description. | |
Defining User Profiles and Permissions | Updated the topic description. | |
Configuring Incentive Records | Updated the topic description. | |
Creating Price Dimensions for a Promotion | Updated the topic description. | |
Creating Child Filters | Updated the topic description. | |
Configuring Data Rollups for Promotions | Updated the topic description. | |
Defining the Scope of a Promotion | Updated the topic with information about including bundle with options in the Scope of promotions. | |
Defining the Criteria of a Promotion | Updated the topic description. | |
Defining the Benefits of a Promotion | Updated the topic description. | |
Generating Coupons for a Promotion | Updated the topic description. | |
About Integration of Assets with Contracts | Updated the topic description. | |
Configuring Auto Renewal of Assets | Updated the topic description. | |
Renewing an Asset in Auto Renewal Mode | Updated the topic description. | |
Renewing an Asset in OnDemand Renewal Mode | Updated the topic description. | |
Using the Search Filter | Removed the topic. | |
Configuring Conditional Inclusion of Options | Removed the topic. | |
Applying Promotions on the Products in the Shopping Cart | Updated the topic with information about combining promotions. | |
Managing Cart Views | Updated the topic description. | |
Splitting an Asset | Updated the topic with minor changes on the Cart page for split-swap bundles and options. | |
Swapping an Asset | Updated the topic with a minor change about the user seeing the Confirm Installed Products Swap page or the Confirm Swap pop-up. | |
Terminating an Asset | Updated the topic with a minor change about read-only fields on the Cart page. | |
Searching Assets | Updated the topic with search optimization for the Installed Products page. | |
Generating a Quote/Proposal | Updated the topic with information about the Submit button for Large Document Generation for a quote. | |
Tasks Available in Smart Cart Flow | Updated the description of the tasks to clone(with Line Items) and create an agreement with line items. | |
Quote Lifecycle Collaboration | Updated the description. | |
Assigning the configuration to the Collaborator or Queue | Updated the description. | |
Working on the Configuration Request | Updated the description. | |
Merging the Configurations in the Parent Cart | Updated the description. | |
Creating a Price Ramp for a Product | Updated the topic with information about creating price ramps for products with Related Pricing. | |
Creating Quote/Proposals from Opportunities | Updated the description. | |
Contract Pricing | Updated the description. | |
Renewing an Asset | Updated the description. | |
Renewing Assets Manually | Updated the description. | |
Use Case: Different Renewal Dates | New topic. | |
Renewing Assets Automatically | New topic. | |
Renewing an Asset in Auto Renewal Mode | New topic. | |
Use Case: Grouping of Assets without Renewal Group Fields During Renewal | ||
Use Case: Grouping of Assets with Renewal Group Fields During Renewal | New topic. | |
Renewing an Asset in OnDemand Renewal Mode | New topic. | |
Use Case for Renewals without Grouping | New topic. | |
Terminating an Asset | Updated the description. | |
Use Case: Terminating an Asset When Billing Management is Installed | New topic. | |
Use Case: Same Day Cancellation | New topic. | |
Use Case: Terminating a Renewed Asset | New topic. | |
Managing Assets through Contracts | Updated the description. | |
Managing Assets in the Contract + Proposal Flow | New topic. | |
Changing Assets in the Contract + Proposal Flow | New topic. | |
Renewing Assets in the Contract + Proposal Flow | New topic. | |
Swapping Assets in the Contract + Proposal Flow | New topic. | |
Terminating Assets in the Contract + Proposal Flow | New topic. | |
Managing Assets in the Contract Flow | New topic. | |
Changing Assets in the Contract Flow | New topic. | |
Renewing Assets in the Contract Flow | New topic. | |
Renewing Assets Manually in the Contract Flow | New topic. | |
Renewing Assets Automatically in the Contract Flow | New topic. | |
Renewing an Asset in Auto Renewal Mode in the Contract Flow | New topic. | |
Renewing an Asset in OnDemand Renewal Mode in the Contract Flow | New topic. | |
Swapping Assets in the Contract Flow | New topic. | |
Terminating Assets in the Contract Flow | New topic. | |
Adding a Miscellaneous Item to the Cart | New topic. New API. | |
Abandoning a Configuration | New topic. New API. | |
Finalizing Configuration in Smart Cart | New topic. New API. | |
Cloning Primary Line Items | New topic. New API. | |
Creating Bundle Line Items | New topic. New API. | |
Copying Attachments | New topic. New API. | |
Creating a Task After Proposal is Presented | New topic. New API. | |
Retrieving Name of the First Template | New topic. New API. | |
Retrieving Templates in a Proposal | New topic. New API. | |
Deleting an Email Template | New topic. New API. | |
Updating a Proposal | Updated sample code. | |
Retrieving Incentives on the Cart | Updated the topic with information about new parameters. | |
Retrieving Incentives Applied on the Cart | New topic. New API. | |
Setting Incentives for Cart | New topic. New API. |
Spring '20
Document | Topic | Description |
---|---|---|
Spring 2020 Rev B | Integrating Conga with External Systems | New topic for external integrations using the Conga CPQ SOAP API. |
Generic API Operations in Salesforce (SOAP) | New topic describing examples of calling generic Salesforce SOAP methods for creating and retrieving common Salesforce objects referenced by Conga APIs. | |
CPQ Web Service(Apttus_CPQApi) | Renamed the topic from "CPQ Web Service". Updated the topic description. | |
Creating a Cart from a Quote | Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration. | |
Retrieving Categories for a Price List | Updated topic to include API signature and SOAP Response/Request XML for API integration. | |
Retrieving Products and List Prices for a Price List | Updated topic to include API signature and SOAP Response/Request XML for API integration. | |
Retrieving Products and List Prices for a Price List and Category | Updated topic to include API signature and SOAP Response/Request XML for API integration. | |
Retrieving Products and List Prices For a Price List and Search Text | Updated topic to include API signature and SOAP Response/Request XML for API integration. | |
Retrieving Option Groups, Options, and List Prices for a Price List Product | Updated topic to include API signature and SOAP Response/Request XML for API integration. | |
Adding Products to a Cart | Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration. | |
Adding a Bundle to a Cart | Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration. | |
Adding a Custom Bundle | Updated topic to include API signature and SOAP Response/Request XML for API integration. | |
Adding Options to a Bundle | Updated topic to include API signature and SOAP Response/Request XML for API integration. | |
Cloning Bundle Line Items on the Cart | Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration. | |
Cloning Line Items on the Cart | Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration. | |
Cloning Option Line Items on the Cart | Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration. | |
Comparing Products | Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration. | |
Associating Constraint Rules to a Cart | Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration. | |
Applying Constraint Rules to Deleted Products | Updated topic to include API signature and SOAP Response/Request XML for API integration. | |
Adding Price Ramps to a Cart (CPQ Web Service) | Updated the topic with API signature. | |
Computing the Net Price for a Bundle | Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration. | |
Updating Price For A Cart | Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration. | |
Price Breakup for a Cart or Specific Line Item | Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration. | |
Removing a Bundle from a Cart | Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration. | |
Removing Multiple Bundles from a Cart | Updated topic to include API signature and SOAP Response/Request XML for API integration. | |
Removing Line Items from the Cart | Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration. | |
Removing Options from a Bundle | Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration. | |
Retrieving Constraint Rules Results | Updated topic to include API signature and SOAP Response/Request XML for API integration. | |
Retrieving Incentives on the Cart | Updated topic to include API signature and SOAP Response/Request XML for API integration. | |
Retrieving Asset Line Items | Updated topic to include API signature and SOAP Response/Request XML for API integration. | |
Abandoning a Cart | Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration. | |
Finalizing a Cart | Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration. | |
Synchronizing a Cart | Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration. | |
Updating Quote Terms | Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration. | |
Computing Shipping for Cart Line Items | Updated the topic with API signature. | |
Computing Taxes for Cart Line Items | Updated the topic with API signature. | |
CPQ Web Service (Apttus_Config2) | New topic. | |
Creating Product Line Items | Moved the topic from "CPQ Web Service". Updated the topic with API signature. | |
Registering Split Cart Parameters | Moved the topic from "CPQ Web Service". Updated topic to identify API as a global method and added signatures. | |
Finalizing the Configuration Version | Moved the topic from "CPQ Web Service". Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration. | |
Finalizing the Configuration Version with Synchronization Tasks | Moved the topic from "CPQ Web Service". Updated the topic with API signature. | |
Batch Update Service | Updated the topic description. | |
Updating Category Hierarchy for a single Category | Renamed the topic from "Updating a Specific Category". | |
Updating Category Hierarchy for multiple Categories | Renamed the topic from "Updating Multiple Categories". | |
Quote/Proposal Config Web Service | Updated the topic description. | |
Accepting a Quote | Updated topic to include API signature, and SOAP Response/Request XML for API integration. | |
Quote Collaboration Service | Renamed the topic from "Collaboration Structure". Updated the topic description. | |
Adding Products to a Collaboration Request | Updated the topic with API signature. | |
Favorite Configuration Global Service | New topic. | |
Creating Favorite Configuration | Renamed the topic from "FavoriteConfiguration Web service". Updated the topic with API signature. | |
Asset Service | Updated the topic description. | |
Fetching Asset Line Items | Updated topic to identify API as a global method and added signatures. | |
Getting a count of Asset Line Items | Updated topic to identify API as a global method and added signatures. | |
Swapping Assets | Updated topic to identify API as a global method and added signatures. | |
Getting a list of Products to be swapped with Assets | Updated topic to identify API as a global method and added signatures. | |
Terminating Assets | Updated topic to identify API as a global method and added signatures. | |
Renewing Assets | Updated topic to identify API as a global method and added signatures. | |
Incrementing Assets | Updated the topic with API signature. | |
Changing Assets | Updated topic to identify API as a global method and added signatures. | |
Merging Duplicate Assets | Updated topic to identify API as a global method and added signatures. | |
Batch Job Service | Updated the topic description. | |
Splitting a Smart Cart | Updated topic to identify API as a global method and added signatures. | |
Updating Price for the Smart Cart | Updated topic to identify API as a global method and added signatures. | |
Updating Price For A Cart | Updated topic to identify API as a global method and added signatures. | |
Proposal Web Service | Updated the topic description. | |
Retrieving Proposal Field Values from Account | Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration. | |
Retrieving Proposal Field Values from Opportunity | Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration. | |
Retrieving Field Values from Proposal | Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration. | |
Creating Proposal Line Items from Opportunity | Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration. | |
Updating a Proposal | Updated topic to include API signature and SOAP Response/Request XML for API integration. | |
Cloning Email Template | Updated topic to include API signature and SOAP Response/Request XML for API integration. | |
Cloning Document Templates | Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration. | |
Getting the Proposal Document Output Format | Updated topic to include API signature, SOAP Response/Request XML, and prerequisites for API integration. | |
Spring 2020 Rev A | Configuring Custom Settings | Updated the description of the Document Naming Convention setting under Proposal System Properties. |
Synchronizing Related Line Items with Opportunity Line Items | Updated the topic with a note that this feature is applicable only for Service CPQ. | |
Spring 2020 | Configuring Installed Products Settings | Updated the description of the Editable Fields for Cancelled Lines, Asset Termination Fields, and Renewal Business Object Type settings. Added the Account Hierarchy Batch Size setting. Removed the Change:MassEdit option from the Submenu Actions setting. |
Creating Price List Items | Updated the note in the description of the Charge Type Criteria setting. | |
Configuring Pricing Engine Settings | Updated the topic with information about turning on or of defer pricing at a flow level and selectively skipping the totaling of pricing of products on the Cart. | |
Configuring Custom Settings | Updated the topic with information about the following custom settings:
| |
CPQ Package Objects | Added the object of the Apttus Base Library package. | |
Installing CPQ Packages | Updated the topic with information about the Apttus Base Library package. | |
Upgrading CPQ | Updated the topic with information about upgrading from the previous two releases to the current release. | |
Configuring Product Sort | New topic. New feature | |
Creating Price Ruleset | Updated the topic with information about defining currency for the price ruleset. | |
Creating Price Rule | Updated the topic with information about setting the UOM and effective dates for price rule entry. | |
Creating Price Dimensions | Updated the topic with more information about Context Type and Type. | |
Applying Miscellaneous Pricing to a Product | Updated the description of the Disable Asset Integration setting with a note. | |
Managing CPQ Formula Fields | New topic. New feature | |
Creating Constraint Rule Actions | Updated the description of the Match in Assets Match Conditions. | |
Managing Constraint Rules | Updated the topic. Added information about support for the Match in Assets Match Conditions in inclusion rules. | |
Opportunity Renewal - OnDemand | Moved the section about Asset Renewal Callback Class to the new topic "Asset Renewal Custom Callback Class". | |
Creating Custom Buttons for Different Flows | Renamed the topic from "Creating a custom button for the new user interface". Updated the topic with information about the asyncFinalize parameter. Added the isCartTotalingDisabled, isCartApprovalDisabled, isPricingGuidanceDisabled, and &deferPricingUntilCart parameters. | |
Visibility Rules through Custom Classes | Renamed the topic to "Product Filter Callback Class" and moved the new topic under "Customizing CPQ Using Callbacks". | |
Using Asset Line Item Callback Class | Renamed the topic to "Asset Line Item Callback Class" and moved the new topic under "Customizing CPQ Using Callbacks". | |
Customizing CPQ Using Callbacks | New topic. Added description for Callback Class | |
Display Action Callback Class | Updated the description. | |
Option Filter Callback Class | Updated the description. | |
Asset Line Item Callback Class | Updated the topic description. Renamed this topic from "Using Asset Line Item Callback Class" to "Asset Line Item Callback Class". | |
Asset Renewal Custom Callback Class | New topic. | |
Product Attribute Callback Class | New topic. | |
Related Pricing Callback Class | New topic. | |
Validation Callback Class | New topic. | |
Product Filter Callback Class | Updated the topic description. Renamed this topic from "Visibility Rules through Custom Classes" to "Product Filter Callback Class". | |
Adjustment Line Item Callback | Updated the description. | |
Pricing Callback Class | Updated the description of the topic. | |
Revalidation Callback Class | New topic. New feature. | |
Managing Promotions | Updated the definition and scope of Promotions Management. | |
Defining the Benefits of a Promotion | Updated the topic with information about using operators to define multiple benefit products. | |
Creating Approval Workflows for Promotions | Updated the topic with information about selectively skipping approval of the Cart. | |
Managing Categories and Hierarchies | Updated this topic with information about category types. | |
Creating Categories | Updated the description of the topic. Shifted the details about category types to the topic "Managing Categories and Hierarchies". And removed information about the Manage Options Groups menu. | |
Creating Option Groups | Updated the navigation path to the Manage Option Groups menu. | |
Associating Options to an Option Group | Updated the navigation path to the Manage Option Groups menu. | |
About Manage Field Expressions Page | New topic. Added information about a dedicated page to manage field expression. | |
About Manage Rollups Page | New topic. Added information about a dedicated page to manage rollups. | |
About Manage Rules Page | New topic. Added information about a dedicated page to manage rules. | |
Associating Products to a Product Group | Updated the topic description with information about searching product associated with the product group. | |
Logging in to CPQ | Updated the topic with information about My Domain. | |
Configuring Display Columns Settings | Added the Asset Termination Display Type and a note for the Mass Edit (Assets) Display Type. | |
Enabling Price Breakup for Products | Updated the topic with information about displaying custom fields in Price Breakup pop-up. | |
Adding Custom Columns to the Mass Edit (Assets) Window | Removed the topic because it is an invalid feature. | |
Configuring Renewal Settings | Updated the topic for clarity and added the "To schedule a batch job for creating renewal opportunity" section. Updated the description of the Renewal Business Object Type setting. | |
Searching a Product from the Catalog | Updated the topic with information about sorting the products on the Catalog. | |
Configuring a Product from the Catalog | Updated the topic with information about is Optional checkbox. | |
Opening Cart in Read-only mode | New topic. Added information about Cart in read-only mode | |
Use Case: Renewing Merged Assets with the Same Purchase Identifier | New topic. New feature for this release. | |
Managing Assets | Updated the topic with information about sorting assets on the Installed Products page. | |
Renewing an Asset | Updated the topic with notes about Farthest End Date. Updated the topic with an enhanced note on renewable products. | |
Merging Assets | Updated the topic with notes about Effective Date field and Related Line Items popup. Also updated that the end date is not editable for cancelled lines. | |
Swapping an Asset | Updated the topic with notes about selectively displaying fields while swapping assets. | |
Terminating an Asset | Updated the topic with information about editing a custom currency field. | |
Impact of Asset actions on Billing Schedules | Added the Proration Period Treatment field and updated the definition of Billing Day of the Month and Billing Cycle Start fields. | |
Performing Mass Update for Assets | Removed the topic because it is an invalid feature. | |
Viewing Service Products on the Installed Products page | Updated the note about validating service assets based on criteria. | |
Adding Products | Updated the description. | |
About Product Configuration | New topic. Added information about product configuration status. | |
Using Deal Guidance | Updated the topic with information about enhanced support for Deal Guidance and selectively skipping Deal Guidance. | |
Smart Cart | Updated the description. Added Multiple Adjustments as a limitation. | |
Tasks Available in Smart Cart Flow | Updated the description. Removed Multiple Adjustments as an available functionality. | |
Logging on to CPQ | Updated the description. | |
Cloning Bundle Line Items on the Cart | Updated the topic with a note about using the Line Number field instead of the Primary Line Number field. | |
Batch Update Service | Renamed from the topic "BatchUpdate Web Service". | |
Proposal Web Service | New topic. | |
Adding a Custom Bundle | New topic. New API | |
Retrieving Proposal Field Values from Account | New topic. New API | |
Retrieving Proposal Field Values from Opportunity | New topic. New API | |
Creating Proposal Line Items from Opportunity | New topic. New API | |
Updating Proposal | New topic. New API | |
Removing Options from a Bundle | New topic. New API | |
Retrieving Field Values from Proposal | New topic. New API | |
Getting the Proposal Document Output Format | New topic. New API | |
Cloning Email Template | New topic. New API | |
Cloning Document Templates | New topic. New API | |
Creating Product Line Items | New topic. New API | |
Finalizing the Configuration Version | New topic. New API | |
Finalizing the Configuration Version with Synchronization Tasks | New topic. New API | |
Merging Assets | New topic. New API |
Winter '19
Document | Topic | Description |
---|---|---|
Winter 2019 | Configuring Custom Settings | Updated the topic with information about the following custom settings:
|
Configuring Installed Products Settings | Updated the topic with information about the Submenu Actions, Merge Action Criteria Fields, End Date preferences for Cotermination, and Hide Asset Actions settings. | |
Configuring Custom Settings | Updated the topic with information about the following custom settings:
| |
Using Asset Line Item Callback Class | Updated the topic with a new sample code. | |
Configuring Smart Cart | New topic. New feature for this release. | |
Use Case for Configuring Smart Cart | New topic. New feature for this release. | |
Pricing Extension Callback Class For Smart Cart | New topic. New feature for this release | |
Creating Price Dimensions | Updated the topic with more options in Context Type. | |
Synchronizing Related Line Items with Opportunity Line Items | New topic. New feature for this release. | |
Option Filter Callback | Updated the topic description. | |
CPQ Package Objects | Update the description of the following objects:
| |
Defining the Scope of a Promotion | Updated the topic with information about adding product groups to promotions scope. | |
Enabling Price Breakup | Updated the topic with information about displaying custom fields in Price Breakup. | |
Creating Price Rules Creating Price Matrices Configuring Related Pricing | Updated the topics with information about formula fields when defining price or adjustment. | |
Contract Pricing | Updated the topics with information about generating contract price list items for bundles with the same option. | |
Running a Category Maintenance Job | Updated the topic with details on incremental updates for category views. | |
Configuring Asset Visibility on the Installed Products Page | Updated the topic with a note about critical attributes. | |
Configuring the Custom Attributes Page | Updated the topic with enhanced description. | |
Configuring Cart Page Settings | Updated the topic to add the details for CART LINE COLUMNS. | |
Associating an Attribute Group to a Product | Updated the topic with the description of the Is Primary setting. | |
Migration Script for Cart Views | Updated the topic. Updated the Migration Script | |
Constraint Rules | Updated the topic. Added a note about Service CPQ. | |
Applying Advanced Filters | New topic. New feature for this release. | |
Adding Miscellaneous Items | New topic. Added more information about adding miscellaneous items. | |
Managing Assets | Updated the topic with the sorting method of the assets. | |
Merging Assets | New topic. New feature for this release. | |
Service Pricing | Updated the description of the topic. | |
Smart Cart | New topic. New feature for this release. | |
Tasks Available in Smart Car Flow | New topic. New feature for this release. | |
Smart Cart Pricing | New topic. New feature for this release. | |
Swapping an Asset | Updated the topic with information about selling term calculation. | |
Splitting an Asset | Updated the topic with information about splitting bundle products and the Amended status of standalone and bundle products. | |
Terminating an Asset | Updated the topic with information about editable fields on cancelled lines. | |
Changing a Configurable Bundle Asset | Updated the topic with the step of clicking the wrench icon. | |
Changing the Attributes of an Asset | Updated the topic with the step of clicking the wrench icon. | |
Renewing an Asset | Updated the topic with information about Renewal Adjustment Type and Renewal Adjustment Amount columns. | |
Configuring a Product from the Catalog | Updated the topic. Added a note in the section To configure product attributes. | |
Pricing Products | Updated the topic. Added a note in the section To price a product on the shopping cart. | |
Registering Split Cart Parameters | New topic. New API | |
Batch Job Service | New topic. | |
Splitting a Smart Cart | New topic. New API | |
Updating Price for the Smart Cart | New topic. New API |
Summer '19
Document | Topic | Description |
---|---|---|
Summer 2019 | Configuring Installed Products Settings | Updated the topic with information about the ASSET VIEWS setting. |
System Properties | Added Rounding Mode setting. | |
Creating Price Matrices | Updated the topic with information about getting the price matrix entry and the Cumulative Range - Line Item setting. | |
Configuring Currency Rounding | New topic. New feature for this release. | |
Defining the Scope of a Promotion | Updated the topic with information about the Product field. | |
Running a Bundle Maintenance Batch | Updated the topic with information about using Batch Mode maintenance for complex bundles. | |
Config System Properties | Updated the topic with the following new settings.
| |
Defining Split Criteria | Updated the topic with information about Related Line Item and Asset Line Item objects. | |
Installed Product Settings | Updated the topic with the following new settings.
| |
Client Side Constraint Rules | Removed the topic. The relevant information is mentioned with the appropriate topic. | |
Constraint Rules | Updated the topic with information about Client-Side Constraint Rules | |
Create Constraint Rules | Updated the topic with information about effects of deactivated or deleted constraint rules on the finalized cart. | |
Constraint Rule Actions | Updated the topic. Modified description of Min/Max Match Rule. | |
Setting up an Inclusion Rule | Updated the topic with information about Added By and Added By Rule Info fields. | |
Setting up an Exclusion Rule | Updated the topic with information about Hide functionality. | |
Applying Promotions on the Products in the Shopping Cart | Updated the topic with information about reapplying a promotion. | |
Contract Pricing | Updated the topic with information about adjustments applied as part of contract price and fallback method when contract list price is unavailable. | |
Managing Views for Assets Grid | Updated the topic with information about views on the Assets grid created by the administrator. | |
Renewing an Asset | Updated the topic with information about renewing an asset using current contract value. | |
Terminating an Asset | Updated the topic with information about validating the termination date and displaying contract term billing details. | |
Favorite Configurations on the Cart | Updated the topic with information about categorizing favorite configuration using Favorite Filters. | |
Searching a Product from the Catalog | Updated the topic with information about counter on mini-cart and recommendation icons. |
Spring '19
Document | Topic | Description |
---|---|---|
Spring 2019 Rev A | System Properties | Added Enable Custom Rounding setting. |
Terminating an Asset | Updated the topic with information about showing net price of the current year asset on the termination page. | |
Spring 2019 | Configuring Config Page Settings | Added Enable Option Page Search setting. |
Configuring Installed Products Settings | Updated the topic with information about Change:Split sub-menu action and Split Asset Action settings. | |
Associating Options to Bundles | Updated the topic with information about the message displayed to run Bundle Maintenance batch job. | |
Client Side Constraint Rules (CSCR) | Updated the topic with a note about support for Match in Location. | |
Defining a Cost Model | Updated the topic with information about the Hide Child Cost Types in Price Waterfall option. | |
Enabling Quote Collaboration in your org | Updated the topic with information about revoked requirement Modify All setting. | |
Defining the Scope of a Promotion | Updated the topic with information about searching a product by its name or code. | |
Data Flow | Updated the topic with information about using the Auto Renewal flag correctly. | |
Manage Product Page | Added the topic with information about Manage Product page in CPQ Admin. | |
Cloning Products | Added the topic with information about cloning product in CPQ Admin. | |
Searching a Product from the Catalog | Updated the topic with information about actions products inheriting location of the condition products. | |
Configuring a Product from the Catalog | Updated the topic with information and a note about search functionality for options and attribute on the configuration page. | |
Favorite Configurations on the Cart | Updated the topic with information about saving constraint rule in favorite configuration. | |
Working on the Configuration Request | Updated the topic with the information about support for replacement and deletion of collaborated product | |
Merging the Configurations in the Parent Cart | Updated the topic with information about support for automatic child cart updates. | |
Billing Schedules for Incremented Assets | Updated the "Increment Asset with Coterminate Lines" topic with a use case for billing schedules. | |
Splitting an Asset | New topic. New feature for this release. | |
Terminating an Asset | Updated the topic with information about showing the original asset start date on the intermediate page UI. | |
Assigning the configuration to the Collaborator or Queue | Updated the topic with information about adding products to a collaboration request. | |
Accepting a Quote | New topic. New API | |
Adding Products to a Collaboration Request | New topic. New global method. |
Winter '18
Document | Topic | Description |
---|---|---|
Winter 2018 Rev B | Applying and Removing Promotions or Coupons on Line Items in Cart | Moved this topic from this guide to CPQ on Salesforce Winter 2018 User Guide and merged content in the "Applying Promotions on the Products in the Shopping Cart" topic. |
Creating the Price Ramp on the Cart Page | Updated the topic.
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Billing for Assets | Updated the topic with information about billing. | |
Configuring Document Generation Preview Setup in Internet Explorer | Updated the topic with a note that the feature is no longer supported. | |
Applying Promotions on the Products in the Shopping Cart | Moved the "Applying and Removing Promotions or Coupons on Line Items in Cart" topic from CPQ on Salesforce Winter 2018 Administrator Guide to this guide and merged the contents. | |
Creating the Price Ramp on the Configuration Page | This topic is removed because the feature is no longer available. | |
Winter 2018 Rev A | Config System Properties | The Config System Properties related to large cart were removed because the large cart feature was not part of the Winter 2018 release. |
Splitting Large Cart | This topic is removed because the Large Cart feature was not part of the Winter 2018 release. | |
Winter 2018 | Config System Properties | Added a new field. Enable NotificationFeed |
Defining Split Criteria | New topic. New feature for this release. | |
Multiple Adjustments at the Line Item | Updated the topic with details on Adjustment Types. | |
Creating Constraint Rule Actions | Updated the topic with information about the value Hide in the Action Intent table. | |
Client Side Constraint Rules (CSCR) Enhancements | Updated the topic with information that M atch in Cart Options is now supported. | |
Pricing Callback Classes | Updated the topic with the method onPriceItemSet(). | |
Enabling Quote Collaboration in your org | New topic. New feature for this release. | |
Defining Permissions for Favorite Feature | New topic. New feature for this release. | |
Associating Options to Bundles | Updated the topic with a note in the topic about shared option groups. | |
Structure Section | Updated the topic with a new feature for CPQ Admin. | |
Lookup Field Setting | Updated the topic with information about the Filter Criteria 2 field. | |
Installed Products Settings | Updated the topic with information about End Date Preference Cotermination and sub-menu actions. | |
Applying and Removing Promotions or Coupons on Line Items in Cart | Updated the topic with information about applying promotions. (Moved this topic to CPQ on Salesforce Winter 2018 User Guide in Winter 2018 Rev B) | |
Generating Coupons | Updated the topic with a note about generating coupons. | |
Adding Custom Columns to the Mass Edit (Assets) Window | New topic. New feature for this release. Note: Removed the topic in Spring 2020 because it is an invalid feature. | |
Configuring Service Products | Updated the topic with information about cloning service line. | |
Pricing Products | Updated the topic with new options in Adjustment Type and a note to the % Discount Off Lift option. | |
Assigning the configuration to the Collaborator or Queue | Updated the topic with notes about access permissions being considered in the Collaboration Feature. | |
Bucket Adjustments | Updated the topic with a note about bucket adjustment applicable on the preceding bucket. | |
Service Pricing | Updated the topic with information about splitting the Related Line Items from Service Line. | |
Configuring a Product from the Catalog | Updated the topic with information about selecting products from a prompt. | |
Favorite Configurations on the Cart | Updated the topic with information about access permissions. | |
Managing Views for Assets Grid | New topic. New feature for this release. | |
Performing Mass Update for Assets | New topic. New feature for this release. Note: Removed the topic in Spring 2020 because it is an invalid feature. | |
Increment Asset with Coterminate Lines | New topic. New feature for this release. | |
Creating Quote/Proposals from Opportunities | Updated the topic with information about purchase identifier. |
Summer '18
Document | Topic | Description |
---|---|---|
Summer 2018 Rev A | Currency Field Precision | Information about the application of Currency Field Precision is added as a note. |
Expand Bundles in Cart | Information about Pagination feature is added as a note | |
Summer 2018 | Creating a Price List | New configuration for creating a price list is added: Disable Based on Currency Adjustment |
Applying Miscellaneous Pricing to a Product | Disable Cost Model field is added. | |
Creating Price List Items | New grouping type such as Summary Group is added. | |
Adjustment Line Item Callback | Adjustment Line Item callback is added. | |
Types of Promotions | Sales promotion details are added. | |
Defining the Criteria of a Promotion | Contains operator is added. | |
Use Case: Configuring a Promotion for the Total Price on the Cart | Use case for an order level promotion is added. | |
Managing Coupons | The Assigned To filter is added. Information about storage of coupon code is added as a note. | |
Extending the Lead Time Functionality | Sample callback classes to extend the lead time functionality is added. | |
Bucket Adjustments | Included a note about the creation of an adjustment line. | |
Viewing Installed Products Page | Changes to the Installed Products User Interface is added. | |
Searching Assets | Enhancements to the Search functionality are added. | |
Viewing Service Products on the Installed Products page | The Relate and relate Component flows are added. | |
Service Pricing | Service Configuration and pricing information are added. |