Cart Collaboration: Enhancements to the Patch API

The Patch API now works as intended after updating the data on the Purchase Identifier, Configuration Effective Date, PO Number, and PO Date fields.

Improved Navigation from Catalog to Configuration

CPQ users are now directly directed to the configuration page instead of the cart when selecting the Configure action from the catalog. Previously, clicking Configure in the catalog allowed users to bypass the configuration step and go directly to the cart. To achieve this, you must set the IsDisableConfigurationLoading flag in configSystemProperties to false.

For more information, see Update a configuration API.

Enhancement to the Option Groups

CPQ now does not display the empty option groups on the configuration UI. This allows you to search and select the required option groups fast and complete the configuration steps quickly.

Apply Promotions on Nested Bundles

"Cascade Benefits for Bundles” checkbox on the ‘Information’ page is an enhancement using which you can apply a promotion to a nested bundle as a benefit. The promotion is applied to all the options inside the bundle when the check box is selected. This is applicable for all types of Promotions.

Support for Selling Term Calculation Method Value

During terminate, suspend, swap, or renew operation for assets, the system considers the value within Selling Term Calculation Method field. The value can be 'Billing Preference' or 'Calendar'.

Cloned Option Lines within Bundle Configuration

When you deselect a manually cloned line, it is removed from the cart. To re-add the cloned line, click the Clone action of the option line. In case of dynamically cloned lines, only system can perform any changes. For warning and error based constrain rule, you can disable the checkbox for the option lines that are generated by the cloned rule.

CART API Enhancements

The following enhancements are introduced for the Cart Status API.

Finalize API:Previously, when attempting to finalize an already finalized cart, the API returned a 500 Internal Server Error.

Now, the system returns a 400 Bad Request to indicate that the action is not allowed.

Get Cart Status:Previously, if an invalid cart ID was provided, the API returned a 500 Internal Server Error.

Now, the system returns a 404 Not Found to indicate that the cart does not exist.

Get Config Status:Previously, if an invalid cart ID was provided, the API returned a 500 Internal Server Error.

Now, the system returns a 404 Not Found to ensure consistency with the Get Cart Status response.

For more information, see Conga Developer Portal.

Enhancement in Promotions

'Custom' Context type with 'Line Item' Business Object with 'Quantity' as type for Price Dimensions to be used in Promotions for different features such as defining the Metric and Rate Table columns etc is now supported.

Fractional Quantity Supported for Asset-Based Operations

If “Quantity Field Precision” setting has a value greater than 0, then fractional quantity works for all asset-based operations except Change:Quantity and Change:Split. An appropriate error message is displayed.

For more information, see ‘General’ topic in CPQ for Administrator.

Associating Collaterals with a Product

You can add, update, and remove collaterals (attachments) for products. This feature allows administrators to directly manage product-related documents, such as brochures, specifications, and user guides, within the platform.

For more information, see Manging Product Collaterals.

Message on Option Group Page

When the product count displayed on the Option group header vis-à-vis the products listed on the right panel is not in sync, the following message is displayed.

"You are currently viewing a subset of the data. Please adjust the configuration to access the full dataset."

For more information on adjusting the configuration, see ‘Associating Products with an Option Group’ topic.

Enhancement: Cart Collaboration - Abandoned Cart

Enhance the cart collaboration feature to ensure that when a cart with an active Collaboration Request is abandoned, both the cart and the associated collaboration request are deleted.

Abandoned Cart API - Behavior

• Abandoning a cart should revert the collaborator’s cart to its original state before assignment.

• If a Parent Cart is abandoned:
  • The Parent Cart's status updates to Abandoned.
  • Its associated Child Carts (Collaboration Carts), line items, and Collaboration Requests are deleted.
• If a Child Cart is abandoned:
  • The requested Child Cart and its descendant carts are deleted along with their associated Collaboration Requests.

• If a Parent Cart is abandoned:
  • The Parent Cart and all its associated collaboration data are deleted.
• If a Child Cart is abandoned:
  • The Child Cart and its related collaboration data are deleted.

This enables you to have a seamless collaboration experience by properly handling abandoned carts in collaboration workflows.

For more information, Cart Features.

Enhancement on List Pages

The custom column headers are enhanced on all the list pages across the Revenue Admin UI for a better user experience.

Favorites Preview on Catalog Page

You can preview the contents of a favorite before configuring it. This enhancement reduces unnecessary steps in the sales process.

Enhancement Details:

• A new API allows users to retrieve details of a favorite using its ID.
• The API returns a predefined set of fields for both lineitems and products.
• This allows you to quickly assess if a Favorite meets their needs without adding and removing items from the cart.

To achieve this, you must invoke the following API to configure a list of fields to be displayed when fetching the preview favorite ({{/favorites/

/preview}}) configurations. The API response includes only the necessary fields, as defined in a default configuration:

API details to configure required fields:

• API Name: Update configuration
• Category: "RevenueFavoriteResponseFieldList",
• "Name": "PreviewFavoriteResponseFieldList_Default",
• Value:

[    {        "Id": "LineItem",        "Fields": [                  "Id",                  "Name",                  "LineType",                  "Product",                   "Option",                  "Quantity",                  "NetPrice",                  "Currency",                  "PrimaryLineNumber",                  "IsPrimaryLine",                  "ItemSequence",                  "LineNumber",                  "LineSequence",	                  "OptionSequence",                  "ParentBundleNumber"    ]},{    "Id": "Product",            "Fields": [                        "Id",                        "Name",                        "ProductCode",                        "Description"            ]}

For more information, see Conga Developer Hub.

Enhancements to Edit Bundle+Option Price Waterfall

As an Admin, you can configure the bundle calculation as Bundle+Option for every price point, allowing users to analyze the impact of options on the bundle across both OOTB and custom price points. The Edit option is enabled to update the exisiting multiple group adjustments at the bundle level. These adjustments are then cascaded down to the option line items.

Cart Collaboration: Ability to add Auto-Include Line items

{{PUT /flows/

/settings/

}}

For more information, see Update custom settings associated with a flow.

Ability to update Line Items in a collaboration request

You can now update a line item field submitted by a collaborator within a collaboration request. If a collaboration request has already been submitted, you can modify the fields for line items provided by that collaborator. This ensures greater flexibility and accuracy in order management. You must define the editable fields in Display Column Settings ? Collaboration Child Line Item. This allows you to control which fields can be modified.

UI Enhancement in Asset Settings

In ADMIN Setup > Global Settings > Assets, under Renewal, in the Base Price Defaulting Method For Renewal field, you can now select a value from the drop-down menu.For more information, see Assets topic.

UI Enhancement in Override Flow Settings

Using the Flow settings feature, you can override the Global or the default settings and customize the process. For a flow, on the Override Settings page, 'Base Price Defaulting Method For Renewal' field is introduced. This field indicates how the base price should be defaulted when the asset is renewed.

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

Ability to view Orders from Opportunities

You can view the orders associated with a specific opportunity. This feature enables you to have a full view of an opportunity and the associated orders with it.

For more information, see Working with Opportunities.

Ability to view Contracts from Opportunities

You can view the contracts associated with a specific opportunity. This feature enables you to have a full view of an opportunity and the associated contracts with it.

For more information, see Working with Opportunities.

Ability to view Quotes from Opportunities

You can view the quote associated with a specific opportunity. This feature enables you to have a full view of an opportunity and the associated quotes with it.

For more information, see Working with Opportunities.

Ability to view Quotes from Accounts

You can view the quotes associated with a specific account. This feature enables you to have a full view of an opportunity and the associated quotes with it.

Support of Purchase Identifier During ABO

Purchase Identifier (PI) field is introduced on Proposal, Agreement, Order, and Asset line items, using which the system captures and tracks all transaction details under this unique ID.Purchase Identifier has to be chosen in the “Purchase Identification Criteria” field in Global Settings > Assets so that the total quantity can be calculated for the same PI value for the same products (assets). During any Asset Based Operation, the assets maintain their PI values and any change in quantity affects the total quantity of all other assets of the same product with the same PI value. New lines and existing/amended lines with the same PI are considered while calculating the total quantity. You can choose any other asset line item field such as Location or Custom field other than Purchase Identifier in the criteria field to calculate the total quantity and also for co-term during change quantity operation.

Enhancement in Create and Edit PLI API for Billing

Create and Edit Price List Item API are enhanced to include the billing frequency information. While creating or editing a price list item, you can select the billing frequency. Options are monthly, quarterly, half yearly, yearly, and one time. Similarly you can select the billing rule. Options are bill in advance and bill in arrears.

Enhancement in Create and Edit PLI API

Create and Edit Price List Item API are enhanced to include the taxation information. While creating or editing a price list item, you can either select ‘Taxable?' or 'Tax Inclusive?’. The valid values are Yes and No. Both cannot be Yes at the same time.

Support for Custom Picklist field in Advanced Filter

You can utilize custom picklist fields while applying the advanced filter on the cart page.

For more information, see Working with Cart Page.

Enhancement to the Product Attribute Rule

You can define actions for Attribute and Line Item using action types to improve the guided experience for the user. The Attribute supports all action types, and the Line Item supports only the Allow action type.

For more information, see Creating PAR.