In these release notes, you can find packages, requirements, features, enhancements, resolved issues, and known issues for the Conga Order Management February '24 release. For documentation updates, see What's New in Order Management Documentation.

This documentation may contain descriptions of software features that are optional and for which you may not have purchased a license. As a result, your specific software solution and/or implementation may differ from those described in this document. Please contact your CSM or AE for information on your specific features and licensing.

Packages

The following packages and dependent packages are required to upgrade to this release to utilize all the new features of this release. These are the minimum required versions; later versions are also supported. Separate prerequisites for each feature can be found in the respective guides. The packages marked as (New) are new packages in this release.

Product

Latest Certified Version Name

Latest Certified Version Number
Conga Order Management

1.0.0000 

1.0
Conga Approvals Management (New)
(Required if you are using Approvals)

15.0.388

15.388
Conga Base Library (New)

5.0.255

5.255
Conga Configuration & Pricing (New)

16.0.2122

16.2122
Conga Contract Lifecycle Management (New)

15.0.740

15.740
Conga  CLM Configuration Integration (New)
(Required if you are using CLM)
16.0.018716.187
Conga CPQ API (New)16.0.013616.136
Conga CPQ Setup
(Required if you are using CPQ Admin Console)

15.2.141

15.141
Conga CPQ Approvals Management
(Required if you are using Approvals on CPQ objects)

13.2.25

13.25
Conga Promotion Management 
(Required if you are using Promotions)

1.0.0000

1.0
Conga Proposal Management
(Required if you are using Proposal Management)

13.2.0267

13.267
Conga Quote Approvals

7.1.10

7.10
Conga Quote Asset Integration 

6.5.0015

6.15
Conga Quote CLM Integration 

12.2.0085

12.85
Conga Quote/Proposal-Configuration Integration
(Required if you are using CPQ and Proposal Management) (New)

16.0.0407

16.407
Conga Billing Management (New)

10.0.396

10.396

Before installing or upgrading Conga managed packages, you must review the dependency matrix for each managed package. You can refer to the package dependency matrix at Conga Packages Dependency Matrix.

System Requirements and Supported Platforms

System RequirementMinimum Supported Version
Operating SystemStandard Salesforce.com requirements. See Salesforce PDF.
Browser
Conga supports the following browsers:
  • Microsoft Edge Chromium
  • Apple Safari

Conga recommends the latest stable version of the browser for the best performance. 

Internet Explorer is not supported.

New Features

The are no new features in this release.

Enhancements

The following enhancement is new to Conga Order Management in this release.

Ability to Add Lookup Filters on the Create Order Page of the Price Agreement Tab

Order Management now supports the creation of custom lookup fields and setting up the lookup filters for them on the Create Order Page of the Price Agreement Tab. This functionality helps you to filter the records containing the desired value. You can create a custom lookup field and then add the lookup filter criteria to that field to achieve the desired result.

For more information, see the sections To create a custom lookup field for an object and To set lookup filter criteria for the custom field of Setting up Partial Orders from Price Agreements.

Ability to Edit the Identifiable Fields on a Price Agreement Detail Page

The identifiable fields are now made editable on the Price Agreement Detail page. You can add identifiable custom fields like Description, Shipping Instructions, PO Date, etc. on the Price Agreement Detail page and edit the data in these fields.

For more information, see Creating Partial Orders from Price Agreements and to configure order system properties for price agreements section of Setting Up Partial Orders from Price Agreements.

Partial Order Creation Page to Show a Spinner

A spinner is shown on the Partial Order Creation page as an indication of an undergoing process when you create a new order.

Data Model Changes

The following objects and fields are introduced to or changed in the system or data model in this release.

Object

Fields

Description

System/User

New/Changed

Order System Properties




SystemChanged
Quote Item Edit Fields For Partial OrderEnter the list of editable field API names from the proposal line item object when creating partial orders. Each field must be separated by a comma or a new line.UserNew
Agmt Item Edit Fields For Partial OrderEnter the list of editable field API names from the agreement line item object when creating partial orders. Each field must be separated by a comma or a new line.UserNew

Fixed Issues

There are no fixed issues in this release.

Known Issues

The following table provides the cumulative list of known issues up to this release.

Conga Internal IDDescription
MAF-480Partial orders cannot be created from Customer Purchase Orders when the CPO is in "Partially Processed" status.

DOC ID: COMFEB24RN20240207