New Features

The following features are new to CPQ in this release.

Advanced Filters on Cart Page

CPQ enables you to create Advanced Filter. Advanced Filters are real-time filters that you can define on the cart. After you add products to the cart you can filter them to find particular products on the Cart page. If you have applied Cart Views on the Cart page, you can use Advanced Filters functionality to narrow the results further.

Smart Cart

The Smart Cart feature allows you to manage the cart with a large number of line items. In the Smart Cart flow, line items are priced in groups that are divided based on the threshold and split criteria. The threshold defines the number of line items in a group. The split criteria list the fields based on which the line items are grouped.

Ability to Merge Assets

CPQ enables you to merge multiple assets into a single asset. As a Sales Representative, if you have added more licenses that would have created new assets or if you have split an asset for partial upgrades during the life time of a subscription, you can merge those individual streams of assets and avoid duplicates.

Enhancements

The following section describes existing features that are changed (or are no longer supported) in this release.

Displaying Names on Mass Update Pop-up

The names of the records are displayed in the dropdown fields on the Mass Update pop-up. Earlier, when you used lookup fields on the Mass Update pop-up only the IDs of the records were displayed. 

Support for Product Configuration Object in Lookup Field Settings

CPQ enables you to define lookup fields with filter criteria from Product Configuration object in Lookup Fields Settings. This allows you to use lookup fields with filter criteria in features like Mass Update. Previously, you were only allowed to define the fields from Line Item and Product Attribute Value object in the Lookup Field Settings. Specify the API name of the Product Configuration object in the Object Name field when you configure Look Field Settings.

Ability to Define Minimum or Maximum Price or Net Adjustment % on the Base Price

In this release, CPQ enables administrators to define minimum or maximum limits on the price calculated by the pricing engine. You can define minimum or maximum price or net adjustment percentage on the base price of a product.

The Min Price/Net Adj %, Max Price/Net Adj %, and Min/Max Price Applies To fields are not available in the Admin UI. You must use CPQ Console to configure these fields.

Generation of Contract Price List Items for Bundles

If an option is included in two different bundles in a quote or agreement with Intent = Price Agreement, CPQ adds the option twice to the Contract Price List (resulting in two contract price list items).

Ability to Display Custom Fields in Price Breakup

CPQ enables administrators to add custom fields on the Price Breakup object and add the same in Display Column Settings for the Price Breakup table so that when sales representatives open the Price Breakdown pop-up on the Cart, they can see columns for the added custom fields with their corresponding values. If a product line is priced using related pricing, when the sales representatives click the price breakup icon () next to the base price on the cart, the custom field values are displayed on the Price Breakdown pop-up.

Ability to Apply Currency Conversion Rate to Cost

CPQ administrator can set the cost in the price list currency and the sales user will see the cost with the correct conversion rate applied if the quote price list is in a different currency.

Ability to Configure Pricing Engine Settings for Flows

CPQ enables administrators to configure the Pricing Batch Size and Pricing Profile settings for flows. The flow-based settings override the generic setting.

Support for Formula Fields when Defining Price or Adjustment

The Pricing Engine applies price matrices, price rules, and related pricing when the data source is a CPQ formula field.

Support for Adding Product Groups to Promotions Scope

CPQ enables you to add Product Groups while defining the scope of a promotion.

Support for Splitting Bundles

CPQ enables you to split bundle assets that have option line items. Until the Summer 2019 release, you could split only standalone assets.

Editable Fields on Cancelled Lines

CPQ enables users to edit selected fields on a canceled line, based on what the administrator has configured in Editable Fields For Cancelled Lines in Installed Product settings.

Change in Status for Split Lines

The status of standalone and bundle products is Amended on the cart regardless of the status on the Define Split <asset name> page (split intermediate page).

Ability to Sort Assets on the Installed Products Page

The Installed Products page lists all installed assets for the account in decreasing order of the values in the Created Date field.

Enhancements to Selling Term Calculation

CPQ calculates the selling term based on the calendar instead of billing preferences. As a Sales Representative, you can cancel an existing asset and replace it with an equivalent new sale either through a swap action or by adding the canceled and new lines manually.

View Details of Miscellaneous Item on Cart Page

You can view the details of the miscellaneous item you added to the cart using the Add Miscellaneous Item button. Click the name of the line item to view the details. In the miscellaneous product popup, only Product Name and Product Description are displayed. If the product description is blank, the Product Description label is also not displayed. You must add an entry in Object Summary Settings for the fields Product Name and Product Description to see the fields on the pop-up, otherwise, the pop-up is displayed blank.

Displaying Names on Split Criteria Pop-up

CPQ displays the names of service split criteria fields on the Split Criteria pop-up instead of their API names.

Support for Delta Changes in Category Maintenance Batch Job 

The feature Category Maintenance batch job is enhanced. Now, you can run the Category Maintenance batch job for the changes you made to the category definition rather than executing the batch job for the entire definition. You can execute the Category Maintenance batch job for the changes by defining an Admin Property and then executing the Category Maintenance batch job.

Enhancement to Usability for Attribute Value Matrix(AVM) Fields

CPQ enables you to see all the relevant values of an attribute even after the AVM is executed. The list of values in the dependent attributes changes automatically based on any change made to the attribute after the AVM is executed. Previously, you could only select the values displayed once the AVM executes, all other values were hidden. To see all the values you had to click the cross icon()

Support for Empty or NULL Values in the Scope of Product Attribute Rules

You can define scope fields as NULL in Scope section while configuring Product Attribute Rules.

Hide Default Options in a Bundle with Option Filter Callback Class

You can hide default options in the bundle structure using the Option Filter Callback class. Previously, except for default options, you could hide all other options in a bundle structure. The hidden default options are removed from the product configuration as well. You can use the feature to selectively hide default options that are not valid only for certain criteria.

Support for Repeat Inclusion Client-Side Constraint Rules

CPQ enables you to define Repeat Inclusion in Match Conditions while configuring Client-Side Constraint Rules. However, only one condition statement with product scope is supported on client-side as of now.

Support for Filter Criteria in Product Attribute Value Extension Object

You can define lookup type attributes in the Product Attribute Value Extension object having a lookup to fields with filter criteria in Lookup Fields Settings.