Supported Features in TurboPricing
The following table lists the features supported or not supported. For information on the listed features, refer to CPQ for Administrators.
Feature |
Sub-Feature |
Available in TurboPricing |
---|---|---|
Price Waterfall |
Price Pipeline |
Yes |
Price Pipeline Ruleset |
Yes | |
Price Calculation | ||
Bundle Pricing |
Price included in bundle set at PLI |
Yes |
Price included in bundle set at Bundle |
Yes | |
Price Adjustments at Bundle |
Yes | |
Rollup method Flat at Bundle level |
Yes | |
Rollup method Per Unit at Bundle level |
Yes | |
Auto sequencing of options |
Yes. To use this feature, you must enable it in Config System Properties. | |
Contract Pricing for Bundles |
Contract pricing when the same option exists in multiple bundles |
No |
Defaulting Quantity |
Defaulting quantity for Bundles/Multiple Charges |
Yes |
Defaulting quantity FROM Product Attribute |
Yes | |
Default quantity derived FROM Advanced Formula |
Yes | |
Auto-cascade Selling Term and Quantity |
Auto-cascade Selling Term |
Yes |
Auto-cascade Quantity |
Yes | |
Defaulting Term |
Defaulting term for Bundles/Multiple Charges |
Yes |
Pricing |
Bundle Product Pricing, Standalone Product Pricing with basic details |
Yes |
Multiple Charge Types |
Yes | |
Attribute-Based Pricing |
Yes | |
Charge Type Criteria |
Yes | |
Related Pricing |
Yes | |
Reprice Cart |
Yes | |
Custom Fields |
Custom Fields |
Yes |
Support for Custom Field as Price Dimension in Price Matrices & Price Rule sets |
Yes | |
Support for Custom Field used as Charge type Criteria, Ruleset Header Criteria, Criteria based price matrices, Criteria based price rules |
Yes | |
Support for Custom Field used as Constraint Rule Criteria |
Yes | |
Support for Custom Field used as Price dimension in Promotions and Advanced criteria in promotions |
Yes | |
Display Custom Field on UI (Line item, Adjustment Line Item, Price Breakup, Usage Price Tiers, Summary Group, Config Page). |
Yes | |
Formula Fields Note:
Nested functions are not supported. |
Support for Custom Field that is a Formula used as Price Dimension in Price Matrices & Price Rule sets |
Yes |
Support for Custom Field that is a Formula used as Charge type Criteria, Ruleset Header Criteria, Criteria based price matrices, Criteria based price rules |
Yes | |
Support for Custom Field that is a Formula used as Constraint Rule Criteria |
Yes | |
Support Custom Field that is a Formula used in pricing callback & other callbacks. |
Yes | |
Support for Custom Field or Custom Field that is a Formula used as Price dimension in Promotions and Advanced criteria in promotions |
Yes | |
Display Custom Field that is a Formula on UI (Line item, Adjustment Line Item, Price Breakup, Usage Price Tiers, Summary Group, Config Page). |
Yes | |
Formula Fields support with Adjustment Amount Source |
Yes | |
Formula Fields support on Related Pricing with Related Adjustment Amount Source |
Yes | |
Custom Object |
Support for Custom object |
Yes |
Service Hooks/Custom Action/custom pages |
Spport for Service hooks and custom actions |
Yes |
Workflow Rules |
Support of workflow processes (Basic - MVP) |
Yes |
Support of workflow processes (Advanced) |
Yes | |
Price Dimensions | ||
Manual Adjustments |
Providing Manual Adjustments with different Adjustment Types |
Yes |
Auto-applied Adjustments |
Price Matrices |
Yes |
Price Rulesets |
Yes | |
Multiple adjustments |
Multiple Adjustments on the Cart Line Items |
Yes |
Price List |
Standard Price List |
Yes |
Contract Price List |
Yes | |
Based on Price List |
Yes | |
Cart Actions |
Copy Products |
Yes |
Mass Update |
Yes | |
Favorites |
Yes | |
Pricing Information |
Summary Group Information |
Yes |
Price Break-up Information- Related Pricing |
Yes | |
Price Break-up Information- Usage Price Tiers |
Yes | |
Usage Price Tiers |
Yes | |
Frequency |
Use of Daily Frequency |
No |
Use of Weekly Frequency |
No | |
Use of Frequencies Monthly, Quarterly, Half Yearly, Yearly |
Yes | |
Use of any Custom Frequency |
No | |
Price Type |
Use of Price Type - Included Usage |
No |
Use of Price Type - One Time |
Yes | |
Use of Price Type - Per unit |
Yes | |
Use of Price Type - Usage |
Yes | |
Use of Price Type - Recurring |
Yes | |
LineItem Update |
Read-only quantity |
Yes |
Read-only Selling term |
Yes | |
Price Methods | ||
Proration |
Allow Proration set on PLI |
Yes |
Price Method Per Unit |
Use of Price Method Per Unit |
Yes |
Price Method Flat Price |
Use of Price Method Flat price |
Yes |
Pricing Methods | ||
Min/Max Price |
Min/Max Price applies to BasePrice |
Yes |
Min/Max Price applies to BaseExtendedPrice |
No | |
Min/Max Price applies to ExtendedPrice |
Yes | |
Proration |
Allow Proration |
Yes |
Price Method |
Use of Tiered Rates |
Yes |
Defer Pricing |
Yes | |
Per Unit Price method |
Yes | |
Flat price Price method |
Yes | |
Price Type |
Price Type - One Time |
Yes |
Price Type - Per unit |
Yes | |
Price Type - Usage |
Yes | |
Price Type - Recurring |
Yes | |
Price Ramps |
Use of Price Ramps |
Yes |
Use of Auto Ramp creation |
Yes | |
Use of Price ramp overlap |
Yes | |
Use of Price Escalators |
No | |
Use of Ramp Option without ramping bundle |
No | |
Auto Price Ramp Creation for - Bundle, Options and Standalone Products |
Yes | |
Create Price Ramps for Only options within the Bundle |
Yes | |
Update Price Ramps |
Yes | |
Delete Price Ramps |
Yes | |
Allow Price Ramp Overlap |
Yes | |
Price Escalator |
Yes | |
Price Ramps for Product with Related Pricing |
Yes | |
Price Ramps with Custom Frequencies |
Yes | |
Defer Pricing |
Defer Pricing |
Yes |
Use of auto reprice |
No. When the TurboPricing is eNobled, you must disable ENoble Auto Reprice in Config System Properties to overcome the pricing issues. | |
Cost Models | ||
Cost Models |
Cost Models |
No |
Conversions | ||
Currency Conversion |
Use of Multi-Currencies |
Yes |
Use of Dated Exchange Rates |
Yes, it supports the following sceNorios.
| |
Disable Currency Conversion Rate for a Price List |
Yes | |
Currency conversion eNobled at a rule see the level |
Yes | |
UOM Conversion |
Use of UOM Conversions |
Yes |
Use of Product specific conversion rates |
Yes | |
Use of Product Family-specific conversion rates |
Yes | |
Cost Model |
Cost Model |
No |
Price Method | ||
Price Method |
Use of Price Method Percentage |
No. You must switch to Related Price List Items |
Related Pricing | ||
Related Pricing |
Use of Related Price Lists in Pricing |
No. You must switch to Related Price List Items |
Source PLI set on Related Price List Item |
Yes | |
Source product and charge typeset on Related Price List Item |
Yes | |
Source product group and charge typeset on Related Price List Item |
Yes | |
Source product family and charge typeset on Related Price List Item |
Yes | |
Source Custom Group and charge typeset on Related Price List Item |
Yes | |
Adjustments in Related Pricing |
Adjustment defined on PLI |
Yes |
Adjustment defined on Related Price List Item |
Yes | |
Price Rule Set | ||
Header Scope and Criteria |
Use of Effectivity period and Active flag |
Yes |
Use of Scope Fields - price list, charge type, product family, product category, product group |
Yes | |
Use of Advanced Criteria |
Yes | |
Use of Advanced Criteria with Line Item Reference Fields |
Yes | |
Use of Wildcards in Advanced Criteria |
Yes | |
Application Level Bundle or Line Item |
Yes | |
Application Level Aggregate |
No | |
Use of StopProcessingMoreRules flag |
Yes | |
Dimension-based Price Rules |
Use of StopProcessingMoreRules flag |
Yes |
Use of Adjustment applies to - Base Price |
Yes | |
Use of Adjustment applies to - Base Extended Price |
Yes | |
Use of Adjustment applies to - Extended Price |
No | |
Criteria-based Price Rules |
Use of StopProcessingMoreRules flag |
Yes |
Use of Adjustment applies to - Base Price |
Yes | |
Use of Adjustment applies to - Base Extended Price |
Yes | |
Use of Adjustment applies to - Extended Price |
No | |
Match in Product Group |
Yes | |
Match in Asset |
No | |
Price Dimension | ||
Use of Un-supported Price Dimension Types |
Use of Un-supported Price Dimension Types - any type Except Line Item, Product Attribute, and Formula Field |
No |
Use of Custom Price Dimension Types |
Use of Custom Price Dimension Types |
No. You must convert this to Formula Field. |
Service CPQ |
Service CPQ |
No |
Adjustments | ||
Manual Adjustments |
Line level adjustments |
Yes |
Group adjustments |
Yes | |
Group adjustment spread |
Yes | |
Line-level adjustment of usage price tiers |
Yes | |
Usage Tier Modifiable |
Yes | |
Misc Charge Types |
Yes | |
Adjustments |
Adjustment Bucketing |
No |
Ability to create multiple Adjustments |
Yes | |
Auto-refresh Usage price tiers |
No | |
Calculate Net Adjustment % before rounding the Net Price |
Yes | |
Bundle/Option level manual Adjustments |
Line-level adjustments |
Yes |
Bundle/Option level Adjustments |
Group adjustments |
Yes |
Asset-Based Ordering | ||
TermiNote |
TermiNote an asset (Standalone and Bundle) |
Yes |
Edit fields Capability in the intermediate page of TermiNote Operation |
Yes | |
ABO Cancellation after performing other operations |
Yes | |
Use of 'Same day cancellation' flag |
Yes | |
TermiNote an asset from OrigiNol Asset Start Date post Change or Renew Operation (It requires Billing Services Integration in case the customer is using Conga Billing Services) |
No (Net price in the cart does not consider Asset TCV values) | |
Cancellation of Options during Change Operation gives accurate Asset TCV, Net price, and Billing schedules (It requires Billing Services Integration in case the customer is using Conga Billing Services) |
No (For example, rounding off of Net Price is expected USD 6.00023, but being shown as USD 6.00000 in cart) | |
Change |
Change an asset (Standalone and Bundle) |
Yes |
Changing the Configuration of an asset (Configuration fields, Remove Options, Attributes) |
Yes | |
Swapping an Asset |
Yes | |
Change (Advanced) |
Updating the quantity for an Asset |
Yes. You can change the quantity from the same date or specified dates or can add a new quantity or change the existing quantities. |
Splitting an Asset |
Yes | |
Split and Renew an Asset |
Yes | |
Split and Swap an Asset |
Yes | |
Renew |
Renewing an asset (Standalone and Bundle), Single and Multiple Charge Types |
Yes |
Auto-renewal of an asset with Renewal Adjustment Type and Renewal Adjustment Amount |
Yes | |
Precedence within Auto-renewal Term, Default Renewal Term, and Selling Term while Auto-renewing an asset |
Yes | |
Selective display of CotermiNotion options during renewal |
Yes | |
Auto-closure Process with Quote and Agreement |
Yes | |
Swap |
Swapping an Asset with another Asset |
Yes |
Other |
Delta Price Summation |
Yes |
Delta Price Adjustment |
Yes | |
Loading a Line with Asset Price for selective statuses |
Yes | |
Loading a Line with Asset Price and Switching the status conditioNolly |
Yes | |
Data Model creation |
No | |
Get Asset API |
Yes | |
Basic Asset Search |
Yes | |
Asset Sync to Platform |
No | |
Change Asset operation |
Yes | |
Renew Asset operation |
Yes | |
Installed products setting |
Yes | |
Change: Configuration Asset operation |
Yes | |
Asset pricing criteria |
Yes | |
Asset page UI |
Yes | |
TermiNote Asset Operation |
Yes | |
Change: Quantity (only positive quantity) |
Yes | |
TermiNotion Callback |
No | |
Change: Quantity (negative quantity) |
No | |
Resume |
No | |
Suspend |
No | |
Swap |
Yes | |
Auto Renewals |
Yes | |
Ondemand Renewals |
Yes | |
Change:Split |
Yes | |
Change:Marge |
No | |
Relate |
No | |
Relate Component |
No | |
Advanced Change and Renew Use cases |
Yes | |
Incentives | ||
Other application types except Promotion |
Use of Price Program, Loyalty, Rebate, Milestone Incentive, or Custom |
No |
Promotions applied on Line Item and Summary Group |
Promotions applied on Line Item and Summary Group |
Yes |
Promotions applied on other items |
Promotions applied on other items except Line Item and Summary Group |
No |
Support for Promotion type - Own every X Get Y, Support for Promotion type - Own every X Get Y |
Support for Promotion type - Own every X Get Y |
No |
Support for other Promotion types - except Own every X Get Y, Support for Promotion types - except Own every X Get Y |
Support for other Promotion types - except Own every X Get Y |
Yes |
Support for other promotion types: Every X Get X |
Support for other promotion types: Own Every X Get X |
Yes |
Incentive Limits |
Support for Promotion Limits |
Yes |
Incentive Coupons |
Support for Coupon Limits |
No |
Sales Promotions |
Sales Promotions |
No |
Advanced Criteria set in Price Ruleset |
Support for Incentive Criteria on Price Ruleset |
Yes |
Advanced Criteria with Reference Fields on Price Ruleset |
Advanced Criteria with Reference Fields on Price Ruleset |
Yes |
Quotes | ||
Quote collaboration |
Quote collaboration |
Yes |
Carts | ||
Favorite Configurations |
Use of Favorite Configurations |
Yes |
Smart Carts |
Use of Smart Carts |
No |
Submit for Approval |
Submit for Approval |
Yes |
Copy |
Copy products |
Yes |
Cart Line Item | ||
Revalidate |
Revalidate** |
Yes, Partially supported in TurboPricing. |
Totaling and Summary Groups | ||
Adhoc Totaling |
Adhoc Totaling |
Yes |
Deal Guidance | ||
Deal Guidance |
Deal Guidance |
Yes |
Callbacks | ||
Callbacks |
Pricing Callback |
Yes. The Pricing Callback is supported in the form of "PricingBaseCallback" and "PricingTotallingCallback" in Turbo Pricing Engine. |
Product Filter Callback |
Yes | |
Recommendation Callback |
Yes | |
Adjustment Spread Callback |
No | |
Adjustment line item callback |
Yes | |
Product Attribute Callback |
No | |
Related Pricing Callback |
Yes | |
Display Action Callback |
Yes | |
Action Callback |
No | |
Validation Callback |
Yes | |
Action Invoker Callback Class |
No | |
Revalidation Callback Class |
No | |
AssetLineItem Callback Class |
No | |
Quote life cycle Callback Class |
No | |
Validation Callback |
Yes | |
Cart Approval Callback |
Yes | |
Advanced Approval Callback |
No | |
Loyalty Cycle Callback |
No | |
Bulk Loyalty Point Callback Class |
No | |
Adjustment Spread Callback |
Yes. You can use the new TurboPricing Callback instead. | |
Loyalty Point Callback |
No | |
Related Pricing Callback |
Yes | |
Pricing Extension Callback |
No. You can use the new TurboPricing Callback instead. | |
User Experience | ||
Bundle-specific option line item update |
Read-only quantity |
Yes |
Read-only selling term |
Yes | |
LineItem Update |
Line level adjustments |
Yes |
Group adjustments |
Yes | |
Smart Search | ||
Adding weightage to the products |
Yes | |
Using Typeahead feature |
Yes | |
Reprice Quote |
No |