Revalidating the Product Configuration
You can revalidate your saved cart and quote for the product structure changes. Saved carts and quotes created in the past might have a product for which the structure or rule has been changed. This can affect the validity of a cart or quote when you re-open the configuration. Revalidation includes changes to the product structure, such as the addition or deletion of options. When you open a saved cart, the application shows a message informing you that there are changes to the products in the cart that must be revalidated.
Prerequisite
To use this functionality, the implementer must set the EnableCartRevalidation flag available in the ConfigSystemProperties. Use the following API to enable the flag. For more information, click here.
PUT https://<URL_of_the_Instance>/api/revenue-admin/v1/flows/{flowname}/settings/ConfigSystemProperties
Revalidation is of the following types, depending on the changes made to the product:
- Hard: Hard Revalidation is considered when a product version is changed incrementally with a higher digit (integer digit change). For example, from 0 to 1, 0 to 2, or 1.4 to 2.3.
-
Soft: Soft Revalidation is an incremental or
decremental change in the version number (decimal digit change). Consider the
following:
- If a Pricelist is deactivated, expired, or deleted
- Any pricing changes without product version change
- A product version changes from 0 to 0.1, 2.0 to 2.1, or 3.1 to 3.5.
The following table describes the changes and type of revalidation action you must perform.
|
Change |
Revalidation Type |
Notes |
|---|---|---|
|
Major product version change |
Hard |
For example, changing the Product Version from 1.00 to 2.00 |
|
Minor product version change |
Soft |
For example, changing the Product Version from 1.00 to 1.01 |
|
Inactive product |
Soft |
For products that are not active after saving the cart or quote, the application automatically deactivates the price list item and displays a message on the cart. When you revalidate, the application removes the product from the cart. |
|
Inactive price list Item |
Soft |
|
|
Expired price list Item |
Soft |
|
|
Deleted price list Item |
Soft |
|
|
New price list item |
NA |
The application does not detect new price list items automatically. You must force pricing for that line item to see the new prices. For example, updating quantity. |
|
Changed List Price in the price list item |
NA |
You must not change the List Price in a live price list item. Conga recommends creating a new price list item and discarding the old price list item |
When an Admin changes the Product Configuration and updates the Version field of the product, you see the Revalidation popup (for both hard and soft revalidation) or a revalidation message (for just soft revalidation) with the revalidate cart link upon any of the following action:
- Reload the application or page
- Switch the cart
- Cart actions (Add or Delete line items)
- Edit quote or order
The changes that require hard revalidation are automatically selected in the Revalidation popup. You cannot deselect those changes; however, soft revalidation changes can be selected as needed.
|
Revalidation Popup |
Revalidation Link |
|---|---|
|
|
When you click the Validate Cart button, the revalidation popup appears, from which you can choose and revalidate all of the changes. |
Click the Revalidate button to start the revalidation process. You can see a message (see the image below) for the pending operations on the page and a progress bar next to the mini cart icon. The following operations (buttons and fields) are disabled on the active cart until the revalidation process is completed.
- Add to Cart
- Update Cart
- Request Quote
- Create Order
- Cart Page Fields
- Configuration Page Actions
