RELEASE NOTES

Flexpricer release notes are grouped into Series with multiple version numbers included in each series.

Please check the version available on AppExchange for the latest security reviewed release. Release Notes may pre-date updates to AppExchange.

Queens Series 2.7 to present

NEW FEATURES

[BETA] Vision Product Selector Lightning Web Component
- Button to launch LWC on Opportunity/Quote called ‘Flexpricer®’
- Button to launch VF page on Opportunity/Quote renamed to ‘Flexpricer® Classic’
[BETA] Framework for Optional Line Items

FLEXPRICER FEATURES AVAILABLE IN [BETA] LWC INTERFACE

Simple Product Configurator
Percentage Pricing including animation
Target Total
Segmented Account Pricing
Volume / Tiered Pricing
Contracted Pricing (including Contracted Volume Pricing)
Pricing Partners
Guided Product Bundles / Add-ons
Fixed Product Bundles
Vision Product Selector Product Cards
Upsell / Downsell / Cross-sell / Greener-sell Hover
Quantity Rates & Multipliers
Product Translations
Percentage Product Discount
Allowed Quantities
Dated List Price Adjustments
Time-Limited Availability

UPDATES TO SEGMENTED ACCOUNT PRICING

Matrix Price Adjustment Uniquifier to support Pricebook Filter

UPDATES TO GUIDED BUNDLE ADD-ONS

New picklist to support bypassing the add-on product on subscription amendments
New picklist to allow add-ons to accumulate quantity if add-on already exists as a line item
New Sales Price to automatically set a new sales price when the add-on product is added as a line item

Palace Series 2.4 to 2.6.5

NEW FEATURES

Introduce frameworks for Vision Product Selector Lightning Web Component

UPDATES TO SEGMENTED ACCOUNT PRICING

Allow Matrix Price Adjustment record to be used only when Dependent Line Items exist on an Opportunity/Quote

Oaklands Series 1.70 to 2.3

UPDATES TO CONFIGURATOR

Clone Group Members when Product Groups are cloned
Quantity Lock Configurator Options as a Multiple of the Master Product

UPDATES TO TARGET TOTAL

Target Discounted Total now Target Total, allowing increases to prices as well as application of discounts

UPDATES TO PROFIT CALCULATOR

Remove NaN% showing when total margin on opportunity/quote is zero

UPDATES TO SUBSCRIPTIONS

Added option for renewals at Contracted Price
Inactive Pricebook Entry to allow other line items to be created on subscription renewals
Display Max, Min & Average Prices for Subscription in Contract Hover

UPDATES TO SETTINGS PAGE

Back-end simplification of non-expiring app to support toggling to/from Vision Product Selector and Premium features
Display version number and Flexpricer Edition including renewal/expiry date for premium features where applicable
New SLDS header layout
Re-order Settings sub-tab
Additional Slider to create permission set and permission set groups for standard object permissions

UPDATES TO VISION PRODUCT SELECTOR

Optimization of initial load time
Reduce artefacts on page
Incremental application of additional SLDS styling
When selecting pricebook for the first time, do not allow user to recreate line items
Provide additional information when search results exceed 200
Custom Permission to allow a user to manually edit/override automatically applied discounts
Custom Permission to hide list price column to hide list price on Product Card
Product Bookmarks support default Location / Filter

Nelson Series 1.66 to 1.69.2

UPDATES TO CONFIGURATOR

Default Quantity can now be specified on Group Member record so that default quantities in Configurator may differ from standard default quantities
Increase the number of line items that can be added using Configurator by reducing the view state and CPU used per line item
Display translations in Configurator for fields that are included in the Configurator Columns fieldset

UPDATES TO FIXED BUNDLES

New Setting to calculate a proportionate sales price for the contents of fixed bundles (100% still applied, but sales price is proportionate to the value of the bundle)

UPDATES TO GUIDED BUNDLES (ADDONS)

A ‘Sort Order’ can be specified when automatically adding on line items
Allow the same child product to be used as an addon multiple times for the master product (e.g. master product can add X line items of the same addon product)
Ensure that if valid records exist, that volume and tiered pricing is calculated on addon products that have a persistent multiple of master

UPDATES TO GUIDED UP-SELL / CROSS-SELL

A ‘Sort Order’ can be specified when presenting the related products buttons

UPDATES TO PROFIT CALCULATOR

Ensure that cost of line item can be edited even if cost is not set

UPDATES TO SUBSCRIPTIONS

A subscription sub-setting to enforce ‘whole month rounding’ when day of the month matches the contract start date

UPDATES TO SETTINGS PAGE

Low-light overlay on features that are not available in the licensed edition
Re-order settings to surface Vision Product Selector to top

UPDATES TO TRANSLATIONS

Long and short-text description fields available by default on Translations object
Display translations in Configurator for fields that are included in the Configurator Columns fieldset

UPDATES TO VISION PRODUCT SELECTOR

NEW Clone Line Items functionality
NEW Opportunity Product / Quote Line Item fields to store full 8 decimal place precision
Quick Add Search includes ‘View Results’ link to provide greater results
Multi-select results available from View Results pop-over
Search with SOSL available made available to all current editions
Automatically attempt to re-create line items when changing pricebooks made available to all current editions
Enhanced precision fields available on Opportunity Product and Quote Line Item objects
Display all decimal places available when editing discount and sales price
Hover on Discount column to display discounts only for features that are enabled
Include missing fields in metadata page layout for Opportunity Product and Quote Line Item
Under certain circumstances, Add/Edit Products toggle slider reverts to disabled
Sales Notifications to use SLDS Toast styles
Front-end improvements to initial load performance

UPDATES TO VOLUME PRICING

Provide overall precision to 8 decimal places
Ensure that if valid records exist, that volume and tiered pricing is calculated on addon products that have a persistent multiple of master

Mulberry Series 1.59 to 1.65.1

NEW FEATURES

Attempt to recreate line items when changing pricebooks / currencies (new setting on Setting page)
Product Data Translations to allow product names and related data to be presented in different languages

UPDATES TO ACCOUNT PRICEBOOK

Remove dependency on user having read access to the pricebook specified in Account Pricebook

UPDATES TO CONTRACTED PRICING

Rename Bespoke Account Pricing as Contracted Pricing
Ensure that currencies match when applying Contracted Pricing on Opportunities and Quotes

UPDATES TO DATED LIST PRICE ADJUSTMENTS

Include Unit Cost adjustments as part of the feature and allow costs to be updated with List Prices

UPDATES TO GUIDED UPSELL / DOWNSELL / CROSSSELL

Maintain the current line item sort order position of the initial product when using guided related products

UPDATES TO GUIDED BUNDLES (ADDONS)

A new ‘Add-on Discount’ can be applied automatically when a product is added as a line item as part of a guided bundle.
Address UI refresh issue on Updated Price when Quantity changes on Add-on Master Product for required addon line item that has Persistent Multiple of Master.

UPDATES TO SUBSCRIPTIONS

Ensure that if costs are not set on the Subscription object that these can be specified on the renewal opportunity
Address the use case of when the start date of new contract is updated that any subscription line item that starts on the same date as the prior date needs to be updated to the new Contract Start Date
Provide a new Contract Times Renewed incremental counter that counts the number of times that a contract has been renewed

UPDATES TO VISION PRODUCT SELECTOR

Improve placement of currency code in Summary Totals
Display the first field from Flexpricer Optional Display fieldset in Sort pop-over to help distinguish between the same products
Allow line items to collapse and uncollapse even if interface is specified as read-only
Provide Add/Edit Products custom button for Quote Line Items
Improve formatting of sales price and profit margin when non-editable
Improve consistency of sales price display on each line item

Lincoln Series 1.57 to 1.58

NEW FEATURE

Greener Selling feature is now available (dependent upon Flexpricer Edition), extending Related Products to allow sales users to swap out line items for more eco-friendly/sustainable alternatives.

UPDATES TO CONFIGURATOR

Configurator Options hidden from sorting pop-over so that users cannot accidentally remove them from their designated Groups.
Percentage Prices now displayed with a percentage character after the value to denote them as percentages not currencies.
Automatically remove Configurator Options when Configurator Master Product is automatically removed when a line item that designates the Configurator Master Product as required add-on is removed.

UPDATES TO GUIDED BUNDLES (ADDONS)

A new ‘Add-on Discount’ can be applied automatically when a product is added as a line item as part of a guided bundle.
Address UI refresh issue on Updated Price when Quantity changes on Add-on Master Product for required addon line item that has Persistent Multiple of Master.

UPDATES TO GUIDED UP-SELL / CROSS-SELL

Guidance Notes text area field available on Related Product – displays as a tool-tip hover when up-sell / down-sell / cross-sell line items are offered.

UPDATES TO SUBSCRIPTIONS

Contract start/end dates displayed on Amendment Opportunities.
Hover on Contract details on Amendment Opportunities to display a list of products currently on subscription.
Increase and Decrease buttons available for products currently on subscription to assist users with amending existing subscriptions.
Costs transferred with subscriptions and set on renewals
Billing Schedule Detail object renamed to Billing Journal Line Item

UPDATES TO SETTINGS PAGE

New Assessment sub-tab on Flexpricer Settings page that provides a query performance assessment and summary of relevant record counts.
Updated metadata deployment on settings page slider to include new fields on Product page layout

UPDATES TO TARGET DISCOUNTED TOTAL

New Custom Permission called ‘Hide Target Discounted Total’ to hide TDT functionality from certain users.
TDT to support percentage priced products when included as configurator options.

UPDATES TO VISION PRODUCT SELECTOR

Browser autofill disabled on quantity and pricing data entry fields
Total Price breakdown displayed in the line item totals area.

Kimberley Series 1.54 to 1.56.3

GENERAL UPDATES

New Quote creation functionality to create Quote Line Items and avoids discrepancies between using Salesforce’s Classic and Lightning UI.
Changing Pricebooks in Flexpricer now allows users to optionally change Currency as well in Multi-currency environments.
Support for Salesforce’s atypical Pricebook Sharing Model.

UPDATES TO DIMENSIONAL QUANTITIES

New checkbox that allows a line item’s Quantity Y to be locked to the Default Quantity Y on its associated Product record.
Default Quantity X, Y and Z field precision increased to 8 decimal places.
Fix to ensure that Quantity X, Y and Z precision maintained on line items.
Allowed Quantities feature now supports Quantity X, Y and Z.
Dimension Quantity products may now be included as upsell/downsell of non-Dimensional Quantity products.

UPDATES TO GUIDED BUNDLES (ADDONS)

New Connected Quantities functionality allows add-on quantity to be kept in sync as a multiple of the line item that added it on.

UPDATES TO SEARCH

New option on Flexpricer Settings page to use Salesforce Search functionality rather than Query-based search functionality in Flexpricer. Salesforce Search ignores diacritics.

UPDATES TO SETTINGS PAGE

Fixed issue where onboarding toggles may not work unless Subscriptions feature had been previously enabled.

UPDATES TO TARGET DISCOUNTED TOTAL

Undo button now only appears if Target Discounted Total is applied.

UPDATES TO VOLUME PRICING

Enhance Quantity hover filter by currency in multi-currency environment on Quote object.

Jasmine Series 1.49 to 1.53.2

NEW FEATURE

Dated List Price Adjustments allow List Prices to be automatically updated on specified dates.

GUIDED BUNDLE (ADD-ONS)

Support 50+ addons

SUBSCRIPTIONS

Ability to automatically select an alternative subscription product when creating renewal opportunity line items.
Address rounding issues on Billing/Line Items when rounding is enabled in pro-ration settings.
Provide ability to adjust Renewal Opportunity Close Date based on the Contract End Date.

CONFIGURATOR

Configurator UI loads however a Configurator product is added as a line item (e.g. via search, addons etc.)
Ensure Configurator Options sort order is maintained after saving line items.
Configurator UI now support multiple Configurator Master Products as line items and displays as tabs within the popover.
Display Dimensions of Dimensonal Quantity Products in the Configurator UI.

SEGMENTED ACCOUNT PRICING

Support for Membership-based Product Groups so that one product may be in multiple Product Groups for the purposes of Segmented Account Pricing.

TARGET DISCOUNTED TOTAL

Hide feature on mobile when not enabled.

ACCOUNT PRICELIST

Fix where products with a comma in their name cause tabulation issues.

APP-WIDE

New Flexpricer editions: Vision, 360, Boost and CPQ.
New Custom Permissions to display Floor Price and Approval Price on line items.
Floor Price and Approval Price to be displayed in Line Item Performance hover.
Mobile UI improvements.
Single Sort icon below line items to replace sort link on every line item.
Display a notification in Flexpricer if the Opportunity is sync’d with a Quote (and vice versa).
Trial bar notification in Flexpricer UI and Settings page.
Fix issue where a space between a the ‘-‘ character and digits for a negative quantity caused an error.

SETTINGS PAGE

Update subtabs and separate out batch jobs to a separate Jobs sub-tab.

Irving Series 1.46 to 1.48.3

NEW FEATURE

Margin and Markup Pricing allows the price of line items to be specified based on a mark-up on cost or as a defined margin based on cost.

Guided Upsells/Cross-sells

Downsell button to use less prominent styling.

Subscriptions

Support total quantities above 1000.

Configurator

Maintain sort order between Configurator UI and Flexpricer Line Item UI

Segmented Account Pricing

Support for Membership-based Product Groups so that one product may be in multiple Product Groups for the purposes of Segmented Account Pricing.

Target Discounted Total

Hide feature on mobile when not enabled.

Dimensional Quantities

Improve the presentation of multiple quantities on line items.

Optional Field Display

Fix error when adding read-only field from Product object to line item optional field display.
Floor Price and Approval Price available to select in Optional Field Display fieldsets

Quote Document

Return line items in Flexpricer Sort Order.

Pricing Partners

Support for Bespoke Account Products (Bespoke Pricing Partner Products)

App-Wide

Improve data entry in date field pop-overs.
New Custom Permissions to View/Edit Cost of a Line Item

Settings Page

New Onboarding tab with toggles to add fields and related lists to relevant page layouts

Honeysuckle Series 1.41 to 1.45

NEW FEATURE

Allowed Quantities feature is now available (dependent upon Flexpricer Edition) and can be configured on Products so that the selection of a quantity for a line item can be controlled and managed.

Guided Bundles (Add-ons)

A new ‘Add-on Discount’ can be applied automatically when a product is added as a line item as part of a guided bundle.

Guided Upsell/Cross-sell

Name of tabs moved to custom labels to support translations.

Configurator

Columns within the configurator are now editable via a Configurator Columns field set on Opportunity Product and Quote Line Item
Group Relationships may now be made inactive to assist admins with creating, amending and launching new configurator products.
Quantity-Locked Configurator line items can now be eligible for volume pricing

Subscriptions

A new ‘Is Renewal’ checkbox on Opportunity/Quote and Line Items denote those records created by the Flexpricer Subscription Renewal process
Scheduled Billing Periods allow multiple Billing records to be created throughout a contract period – can be set in the Contract pop-over.
Subscription Products may now be configured not to renew using the ‘Do Not Renew’ checkbox
Recalculate Billing Journals checkbox on Contract forces a recalculation of Billing Journal records.

App-Wide

New custom permission to hide the navigation bar
Components of Flexpricer all upgraded to Salesforce API version 50
Removed dependency on Opportunity Product Subtotal field

Grosvenor Series 1.40 to 1.40.5

Configurator

Configurator Dynamic Pricing where the value of the master product in the configurator can be dynamically set as either the sum or multiple of the associated option products
Remove requirement for at least one option to be selected in Configurator to save the master product
Improve add-on behaviour in Configurator
Update Target Discounted Total calculation when Configurator contains 100% discount and percentage products

Subscriptions

Improve the presentation of Billing Journal periods
Allow default values to be set on Base Price for Renewal
Cascade delete FlexPricer records when Contract records are deleted
Improve reliability of Contract Date changes on New Subscription Opportunities
Provide additional Subscription Proration calculations
Allow Contract Renewal defaults

App-Wide

Improve naming consistency regarding ‘Flat Rate’ and ‘Fixed Rate’
Performance enhancements on page load
Allow timeouts to be configured per org
Use configuration (not search) to choose which fields are displayed on product card
Minor adjustments to column widths to reduce line-breaks

Foxdells Series 1.38 to 1.39.3

In this release, we make Enterprise Pricing Partners generally available in Flexpricer Enterprise Edition.

You can now use the Pricing Partner lookup on Opportunity or Quote to pick up account-specific pricing from an account other than that in the standard Account lookup.

Plus there are additional minor tweaks and improvements to the Configurator and Subscriptions in this patch release.

Configurator

Display the total number of options available in a group relationship
Ensure that master-locked add-ons are not selectable on configurator load until the master product is selected in the configurator
Specify ‘exactly X’ when max options and min options are the same (rather than max options X min options X)

Subscriptions

Default Quantity Y of a subscription product will now default populate the Contract (months) when the product is initially added
Line item start date realigned with contract start date when contract start date is pushed to a later date
After a renewal opportunity has been created, newly added or updated subscriptions to the Contract are now additionally added to the renewal opportunity.

Contract renewals will occur now when any of the Activated statuses are selected.
The owner of the renewal opportunity is set according to the previously owned opportunity owner or account owner – not the user who is running the process to perform the renewal.
Quantity X and Y labels and costs are now populated on the Opportunity Product on renewal

And we made our spinner the same as Salesforce’s! 😃

We’re introducing eight new fields (below) on each of the six objects further below. That’s 48 more fields!!

Approval Quantity (number)
Approval Quantity X (number)
Approval Quantity Y (number)
Approval Quantity Z (number)
Floor Quantity (number)
Floor Quantity X (number)
Floor Quantity Y (number)
Floor Quantity Z (number)

Objects

OpportunityLineItem (Standard)
QuoteLineItem (Standard)
PricebookEntry (Standard)
Volume Pricing (FlexPricer)
Bespoke Account Pricing (FlexPricer)
Bespoke Account Volume Pricing (FlexPricer)

The values in the Approval/Floor quantity fields will be automatically populated on OpportunityLineItem or QuoteLineItem with the exact same values that are entered in the source object of the pricing. As a recap these are…

If Bespoke Account Volume Pricing applies, copy the values from the Bespoke Account Volume Pricing record…
Otherwise, if Bespoke Account Pricing applies, copy the values from the Bespoke Account Pricing record…
Otherwise, if Volume Pricing applies, copy the values from the Volume Pricing record…
Otherwise, copy the values from the PricebookEntry

You can use the eight new fields on OLI or QLI in validation rules, processes and automations as you see fit.

Approval and Floor Prices and Discounts

Here come TWENTY FOUR (!) new fields across a whole bunch of Flexpricer pricing and standard objects, all designed to bring relevant data to Opportunity Products and Quote Line Items.

The four fields are:

Approval Price (currency)
Floor Price (currency)
Approval Discount (percentage)
Floor Discount (percentage)

Each of the 4 fields are available on each of the following 6 objects (hence 24 fields):

OpportunityLineItem (Standard)
QuoteLineItem (Standard)
PricebookEntry (Standard)
Volume Pricing (FlexPricer)
Bespoke Account Pricing (FlexPricer)
Bespoke Account Volume Pricing (FlexPricer)

When using Flexpricer, the values in these four fields will be automatically populated on OpportunityLineItem or QuoteLineItem with the exact same values that are entered in an object

If Bespoke Account Volume Pricing applies, copy the values from the Bespoke Account Volume Pricing record…
Otherwise, if Bespoke Account Pricing applies, copy the values from the Bespoke Account Pricing record…
Otherwise, if Volume Pricing applies, copy the values from the Volume Pricing record…
Otherwise, copy the values from the PricebookEntry

The result of this is that you can use the 4 fields in validation rules, processes and automations as you see fit.

A good example of using this might be a validation rule on the Floor Price to prevent a Sales Price being adjusted to below it. However, that Floor Price might be adjusted on a per-account basis using the Bespoke Account Price record.

Or you could use Process Builder to send an email to a manager if a Sales User’s discount went below the Approval Discount and then escalate it if it went below the Floor Discount.

Whilst we have named these fields Approval/Floor Price/Discount, you can choose to use them however works best in your use case. Just remember that the fields are populated from the record that drives the price!

Volume Pricing Update

We now support zero percentage changes in Volume Pricing records. This means that you can use volume pricing records to trigger changes in Approval and Floor Quantities/Prices/Discounts without making changes to the Sales Price or Discount on the OLI or QLI.

Volume Discounts for Subscriptions

Volume Discounts is typically applied across the total quantity of a product. When a product is a subscription, the total quantity is not always the appropriate figure to consider for discounts.

Our Volume Discounts for Dimensional Quantities feature already makes use of the Quantity X, Quantity Y and Quantity Z dimensions of the quantity.

Foxdells II makes Quantity X Volume Discounts and Quantity Y Volume Discounts available on Subscriptions too.

This means that you can now discount either the ‘quantity’ of the product or the ‘term’ of the product, or both!

Elizabeth Series 1.36 to 1.37.2

Guided Product Bundles can now have individual ‘required’ products. It’s kind of counterintuitive for a ‘guided’ bundle to have required products, but it’s common for this feature to be used as a way of automatically and quickly getting additional line items onto an opportunity.
If you check the ‘required’ checkbox (which was included in an earlier release of FlexPricer, in preparation for this release) on a Guided Product Bundle (Add-on) record, when this product is automatically added as a line item with the Guided Product Bundle feature, it can only be removed as a line item if the master product is also removed. Great for scenarios like support and maintenance services which have to be sold with certain products. This feature also works in Simple Product Configurator to force the selection of required options when a master option is selected.

Master Locked Addons in Simple Product Configurator. Similar to the required feature above, when a product in the configurator has a ‘Master Locked’ addon (that is it has an Add-on record that has the ‘Master Locked’ checkbox checked), that is also an option in the configurator, the addon option is grayed out until the master product is selected. When the master product is selected, the Add-on option may be selected. When the master product is deselected, the Add-on option is deselected and grayed out.

Note that Master Locked and Required checkboxes are separate, so you can blend them as needed based on your client use case, both in an out of Simple Product Configurator
You can now have multiple line items of the same product but with different Configurator configurations. So, even if you’re selling two different configurations of the same product, you can now have them on the same opportunity!

There are no data model changes in this release series.

Drovers Series 1.35 to 1.35.8

New / Updated Features

[FLEX-508] – Support Bespoke Account Prices stored against Parent Accounts
[FLEX-521] – Change price book within FlexPricer interface
[FLEX-803] – Volume Pricing on Dimensional Quantities
[FLEX-821] – Account Limited Products picklist on Account to limit products available in FlexPricer UI
[FLEX-838] – Bespoke Account Pricing including Volume Pricing Table for Account
[FLEX-849] – Create Billing Journal records associated with Billings and Contracts
[FLEX-857] – Display number of selected items next to Group Relationship name
[FLEX-862] – Provide Incompatible support in Product Configurator
[FLEX-867] – Display line items under group relationship name in FlexPricer UI

Issues Addressed

[FLEX-270] – Improve product id consistency
[FLEX-723] – Introduce uniqueness on Bespoke Account Pricing
[FLEX-724] – Introduce validation rule on Segmented Account Pricing
[FLEX-729] – Unhandled exception on FlexPricer_Quote
[FLEX-776] – Validate contents of field sets
[FLEX-814] – Filter Volume Pricing Product Card Hover in multi-currency orgs
[FLEX-815] – Centralise Available Offers popover on Quantity
[FLEX-816] – Available Offers popover to display appropriate heading and formatted contents
[FLEX-823] – Product Configuration Option Max/Min improvements
[FLEX-824] – Allow editing Subscription Start Date of a line item on Opportunity
[FLEX-825] – Fix crash on edit of subscription product line item
[FLEX-826] – Contract/Subscription/Billing records to be created when Create/Update Subscription checkbox checked
[FLEX-827] – Billing Line Item to capture Quantity X and Quantity Y
[FLEX-828] – Subscription Quantity to be Quantity X of Line Item
[FLEX-829] – Billing record to include Billing Date
[FLEX-830] – Provide Total Billing (currency) field on Contract
[FLEX-831] – Billing Line Item to receive Updated Price
[FLEX-832] – If multi-currency enabled, ensure that Billing currency is set based on Opportunity Currency
[FLEX-833] – Allow Contract creation at any opportunity stage
[FLEX-834] – Deletion management of a related record on Group Relationship / Group Members
[FLEX-836] – Fix query limit on FlexPricer load
[FLEX-839] – Fix formula for calculating price on Bespoke Account Volume Price record
[FLEX-840] – Rename Client Price and Client Volume Price object to Bespoke Account Price and Bespoke Account Volume Price
[FLEX-841] – Align Finance Schedule currency with Opportunity in Multi-currency orgs
[FLEX-842] – If appropriate, create Finance Schedule records for Renewal Opportunities
[FLEX-843] – Resolve FlexPricer_Quote Exception error
[FLEX-818] – Reduce CPU usage with Account Pricelist
[FLEX-844] – Improve query efficiency in Account Pricelist
[FLEX-845] – Reduce CPU usage with Account Pricelist
[FLEX-847] – Add VF Page to permission sets
[FLEX-848] – Enable Client Volume Pricing popover display restrictions
[FLEX-855] – Enforce Min/Max in all scenarios in Simple Product Configurator
[FLEX-819] – TDT rounding update when line items are percentage products
[FLEX-835] – Support bundles in Configurator pop-up
[FLEX-850] – Support subscription products in Configurator pop-up
[FLEX-851] – Recalculate subscription length when the duration of the contract period changed using ‘Change Subscription Period’
[FLEX-852] – Subscription Quantity Y set to default value when contract period specified
[FLEX-853] – Rename ‘Change Subscription Period’ button
[FLEX-854] – Cancelling update of subscription period resets contract dates and duration
[FLEX-858] – Javascript Library Update
[FLEX-859] – Query Fixes
[FLEX-860] – CSRF Issue
[FLEX-863] – Error when using Target Discounted Total with Quantity Rates
[FLEX-865] – Volume Pricing update
[FLEX-866] – Rename Billing Schedule to Billing Journal
[FLEX-871] – Unable to change pricebook in FlexPricer interface when inactive products present
[FLEX-884] – Quick Add and Advanced Search results may be incomplete when Exclude from Search Results selected for products
[FLEX-886] – Intermittent Error in future method upon install
[FLEX-888] – Tighten XSS
[FLEX-889] – Support direct upgrades from 1.25.3

Clover Series 1.34

New / Updated Features

[FLEX-789] – Display volume price breaks on Quantity hover
[FLEX-608] – Simple Subscriptions Base Functionality

Issues Addressed

[FLEX-794] – Price recalculation when reducing a quantity below a price break
[FLEX-800] – Remove unused fields: TPR Amount on Opportunity Line Item

Bishops Series 1.32 – 1.33.2

New / Updated Features

[FLEX-412] – Percentage Pricing for Salesforce Products
[FLEX-417] – Enhance Profit Calculator with percentage costs
[FLEX-765] – Target Discounted Total discount to be calculated in interface not during Save operation

Issues Addressed

[FLEX-406] – Option to reset discount applied by Target Discounted Total
[FLEX-411] – Remove Target Discounted Total percentage from subtotal area
[FLEX-471] – Ensure that Line Discount cannot be more than 100% before save operation
[FLEX-498] – Adjust wording of Target Discounted Total error when discount is below the total value of all Price Locked products
[FLEX-718] – Only display feature columns if relevant
[FLEX-766] – Rename feature called Total Price Revision to Target Discounted Total
[FLEX-786] – Quantity (Quantity X) field occasionally incorrectly populated with total quantity on popover when using Dimensional Quantities
[FLEX-787] – Update Settings | Privacy Policy Page
FLEX-788] – Improve warnings/errors if the user does not have the correct field permissions
[FLEX-790] – Resolve naming inconsistency issue for Group Members
[FLEX-792] – Improve Simple Product Configurator Option Sort Orders
[FLEX-793] – Options Popover takes up too much real estate
[FLEX-795] – Display ‘Option Discount’ in Price Analysis hover
Address use case where Hide Discount Custom Permission not correctly applied

Abbotts Series 1.31

New / Updated Features

[FLEX-774] – Display margin % in totals area
[FLEX-782] – Relocate and rename discount hover and merge with Line Item Performance
[FLEX-749] – Introduce Advanced Line Item Performance
[FLEX-755] – Release Simple Product Configurator
[FLEX-757] – Allow a Product to be Hidden from Search Results
[FLEX-777] – Using related fieldsets, allow pricebook entry fields and product fields to be displayed on product card
[FLEX-778] – Make FlexPricer UI read-only when checkbox on Opportunity / Quote is checked
[FLEX-780] – Allow default quantities to be set on Quantity Y and Quantity Z in Dimensional Product Quantities
[FLEX-783] – New Custom Permission to Hide Discount Column

Issues Addressed

[FLEX-761] – “Related” products (up/down/cross/compatible) to display account-corrected price
[FLEX-763] – Limit compatibility/incompatibility check within bundle contents
[FLEX-764] – Improve long product names word wrapping in Quick Add
[FLEX-768] – Copyright management
[FLEX-769] – Credit management
[FLEX-770] – Resolve edge-case null pointer exception in CrossSell, Compatible and Account Pricelist
[FLEX-771] – Refresh Admin, Manager and User permission sets
[FLEX-772] – Clear all field sets for new installs
[FLEX-773] – Changing Finance Schedules setting doesn’t get saved in Chrome
[FLEX-779] – Verify behaviour following changes in Winter 20 and enforced in Spring 20 release
[FLEX-781] – Update Quantity X / Y / Z labels when line items edited
[FLEX-784] – Minor UI updates

Pre-Series Naming 1.25.3 – 1.30

New / Updated Features

[FLEX-462] – Default Quantity on Quick-Add Product
[FLEX-654] – Account-Specific Products
[FLEX-655] – Dynamic Account Price List Filters
[FLEX-680] – Account Price List to support time-limited products
[FLEX-687] – Extend use of Price List custom label to all output files in Account Price List
[FLEX-683] – Dated discounted products
[FLEX-671] – Display Quantity Unit of Measure after quantity on line item
[FLEX-673] – Customisable Quick Add Display
[FLEX-691] – Allow columns to be customised in Account Pricelist
[FLEX-696] – Line Item default show/hide of custom fields to be set on product record
[FLEX-701] – Custom User Permission to Hide Product Code column in FlexPricer UI
[FLEX-702] – Custom User Permission to Hide List Price column in FlexPricer UI
[FLEX-716] – Quantity X/Y/Z field labels on Product
[FLEX-710] – Hide Discount Edit Field custom permission
[FLEX-711] – Hide Sales Price Edit custom permission
[FLEX-712] – Remove All Line Items ‘trash can’
[FLEX-734] – Save add-on status on OLI/QLI
[FLEX-735] – Save upsell/downsell/incompatible status on OLI/QLI

Issues Addressed

[FLEX-656] – Address visibility issue of Account Price list in Lightning Experience
[FLEX-659] – Update FlexPricer (Manager) and (Admin) permission sets with new app fields
[FLEX-665] – Reduce permissions required on Account
[FLEX-672] – Address anomoly if PricebookId is not specified on Account Price List URL
[FLEX-674] – Ensure validation rule errors are displayed
[FLEX-675] – FlexPricer UI Query reduction
[FLEX-626] – Improve CPU usage on Account Price List
[FLEX-629] – Line Item Sort Ordering inconsistently applied
[FLEX-675] – Reduce queries in bundles
[FLEX-677] – Unhandled exception in FlexPricer_Quote page
[FLEX-678] – Improve styling of quick-add drop-down
[FLEX-679] – Improve Quick Add badge colour and formatting
[FLEX-680] – Improve Time-Limited Products appearance in Account Pricelist
[FLEX-682] – Duplicate Pricebook entries occasionally appearing on Account Price List page
[FLEX-687] – Price List custom label to be used in output files from Account Price List
[FLEX-688] – Remove flat rate symbol when CVP quantity changed
[FLEX-689] – Account discount symbol apply to existing products.
[FLEX-690] – Products without valid from or valid to dates excluded from Account Price List
[FLEX-694] – Always save FlexPricer Sort Order on Save
[FLEX-695] – Rename label for OLI and QLI field ‘Sort Order’ to ‘FlexPricer Sort Order’
[FLEX-699] – Reduce query count for Add on Products
[FLEX-698] – Intelligent Cross-Sell
[FLEX-703] – Translation options for Product Card standard field labels
[FLEX-704] – Opportunity and Quote labelling improvements
[FLEX-706] – Improve Installation Script performance
[FLEX-708] – Only display ‘Out of Stock’ on product card when stock is 0 or below (not null)
[FLEX-709] – Hide Revised Total and Revised Discount from UI when Total Price Revisions not activated in Settings
[FLEX-714] – Some cross-sell products returning error in UI
[FLEX-715] – Null pointer exception if product made inactive and line item exists
[FLEX-705] – Additional custom labels
[FLEX-717] – Only display cross/up/down/compatible/incompatible tabs if there is 1 or more record to display
[FLEX-720] – Bundle items should not display up/down-sell related products
[FLEX-721] – List Price, Discount and Updated Price fields on Product for Account Pricelist fieldset
[FLEX-728] – Null pointer exception in isolated use case of Manager Discount product
[FLEX-719] – Improve presentation of dimensional quantities
[FLEX-726] – Sort Product Location picklist alphabetically
[FLEX-737] – Field updates in Permission Sets
[FLEX-739] – Update quick-add area of FlexPricer UI to comply with SLDS
[FLEX-740] – Quantity Text not displaying when Quantity X Label is blank
[FLEX-741] – Update copyright area of FlexPricer UI to comply with SLDS
[FLEX-742] – Improve currency display in pricing table
[FLEX-746] – Collapse line items issue in isolated cases
[FLEX-747] – Improve SLDS styling in Totals area
[FLEX-748] – SLDS styling in related products (upsell/downsell/crosssell)
[FLEX-751] – Related Products to display consistent number of decimal places
[FLEX-752] – Re-order related product columns to present Upsell first
[FLEX-762] – Update field sync between OLI and QLI

Earlier Releases before 1.25.3

New / Updated Features

[FLEX-242] – Product Images now available
[FLEX-447] – Quick add to support favourite products
[FLEX-512] Matrix Pricing (Segmented Account Pricing)
[FLEX-513] Account Price List
[FLEX-514] Percentage Discount Products
[FLEX-604] – Dimensions and multipliers displayed alongside quantities, e.g. 72 (2 x 36)
[FLEX-618] – Highlight in UI if there are unsaved changes
[FLEX-638] – Option to force a product to be excluded from Account Discount (e.g. a Shipping Product)

Issues Addressed

[FLEX-345] – Cleanly handle validation rules firing on Opportunity
[FLEX-377] – Favourite product functionality to support bundles
[FLEX-408] – Exclude Price Lock Products from Total Price Revision calculations
[FLEX-420] – Ability to add FlexPricer custom fields to search_fields fieldset on product
[FLEX-423] – Display “Updated Price” instead of Subtotal (Subtotal = Total, so not useful) where updated Price is the price of the product after all adjustments are taken into account
[FLEX-429] – Lock FlexPricer fields with namespace
[FLEX-458] Improve usability around decimal point entry into discount box
[FLEX-477] – Support Opportunity Products when Quantity / Revenue Schedule records exist
[FLEX-479] – Favourite products to be retained when searching and adding a new favourite product
[FLEX-490] – Resolve Pricebook validation error when multi-currency enabled and bundle contents have multiple currencies in the same pricebook
[FLEX-491] – Support for negative quantities
[FLEX-492] – Enable reporting on Finance Schedules object
[FLEX-493] – Support >50k pricebook entries
[FLEX-494] – Address rounding error between subtotal and total amounts when discount precision greater than 2 digits
[FLEX-495] – Contribution displayed on product card to display 2 decimal places
[FLEX-496] – Display currency symbol or ISO code (if multicurrency org) before List Price on product card
[FLEX-499] – Intermittent jquery issue on Sales Price edit
[FLEX-500] – All FlexPricer product, opportunity product and quote line line items fields now available for inclusion in FlexPricer Optional Display Field Set
[FLEX-503] – Handle use case where Client Volume Pricing not calculated
[FLEX-505] – Handle use case where Rapid Product Quantities not displaying correctly
[FLEX-507] – Infrequent display of Pricebook Entry error when an Add-On product is automatically added on
[FLEX-517] Ensure all fonts are Salesforce Sans
[FLEX-533] Improve scalability beyond 50k pricebookentries
[FLEX-539] General improvements to permissions handling
[FLEX-541] Widen supported pricebookentry use cases in multi-currency environments
[FLEX-544] – Include responsive breakpoints in Account Pricelist
[FLEX-547] View-state reduction improvements
[FLEX-548] – Settings page to display version
[FLEX-550] Resolve Add-on products not adding on in specific use cases
[FLEX-551] – Improve sort order capability of Account Price List
[FLEX-553] – When matrix pricing and volume discount both applied on same product FlexPricer considers fixed-rate volume discount when it shouldn’t
[FLEX-555] – In Multi Currency org when new Quote created for the opportunity, Line Discount is not visible before clicking on Save button.
[FLEX-556] – In Multi Currency org, if any Product which is in ‘Bundle Price’ record and ‘Bundle Pricing’ Setting is Off, it’s not searchable in FlexPricer Interface.
[FLEX-557] – “Price List” from Account Price List is now a Custom Label
[FLEX-558] – Fix use case where volume pricing (Volume and Tiered) is not applied when Line Item added to Opp/Quote
[FLEX-561] – Quantity field to honour Currency_value_format custom label precision
[FLEX-562] – Update Price and Total to display using currency format specified in Currency_value_format
[FLEX-563] – Account Pricelist rounding error use case identified
[FLEX-564] – Account Discount to be applied to the opportunity/quote depending on ‘Apply Account Discount to Account Group’ checkbox
[FLEX-565] – Fix use case where incorrect number of add-on line items added
[FLEX-566] – FlexPricer to force refresh of lightning page upon Save operation
[FLEX-567] – Fix Product Image distorting size of product cards
[FLEX-569] – Available Offers on Product Card hover not loading ‘offers’ for Add-on or Volume Prices
[FLEX-622] – Address issue introduced by fix FLEX-620
[FLEX-623] – Apply FLEX-620 to Client Price Volume Prices
[FLEX-625] – Line discount updates with reduction in quantity
[FLEX-610] – Dimensional Quantities occasionally displays when Dimensional Quantities not enabled
[FLEX-612] – Improve null handling
[FLEX-614] – Updated Price includes unprintable character in Account Pricelist CSV download file
[FLEX-615] – Product Summary VF page to be visible in Lightning
[FLEX-616] – Product.Quantity_Multiplier__c field to have no default on new installs
[FLEX-619] – Ensure Apply Account Discount to Account Group checkbox applies in all use cases in Account Price List
[FLEX-620] – Sales Price not always updated when quantity reduced using volume prices
[FLEX-592] – User Discount / Manager Discount popups to prevent free-text being entered
[FLEX-595] – Percentage discount products line items to update overall contribution/margin
[FLEX-603] – Display Pricebook Name beneath Opportunity/Quote Name
[FLEX-609] – Performance improvement
[FLEX-571] – Display errors as Lightning-style alerts
[FLEX-572] – Reduce space used by header in UI
[FLEX-573] – Cancel and Save button to align right when Quotes not being used
[FLEX-576] – Update API version of classes and VF pages / components to version 45
[FLEX-588] – Make it clear that % figure to be entered in User Discount and Manager Discount fields
[FLEX-589] – Simplified explanation for user/manager discounts for Percentage Discount Products on Settings Page
[FLEX-590] – Product lookup icon only appears when Percentage Discount Products disabled and then re-enabled
[FLEX-591] – Resolve use case where Manager Discount changed to 0, Manager Discount product is duplicated as a line item
[FLEX-593] – Resolve use case where Percentage Discount Products recalculation did not take place when a line item is deleted
[FLEX-594] – Percentage discount product now shows percentage discount in percentage column
[FLEX-596] – Percentage discount product name should be out-dented so that it does not appear to be part of a bundle
[FLEX-602] – Fix use case where product card display timed out when loading pricebook entries
[FLEX-581] – Pricelist button to display in Lightning
[FLEX-582] – Apply Account Discount to Account Group permission missing from Permission Sets
[FLEX-583] – Insert space between ISO Currency Code and currency value in Updated Price
[FLEX-584] – Updated Price to be calculated to greater precision to avoid rounding errors
[FLEX-585] – Account Discount to be applied in Account Price List when ‘Apply Account Discount to Account Group’ is checked
[FLEX-587] – Tiered Pricing and Volume Pricing card hover have incorrect sort order
[FLEX-597] – Address edge use case when revenue or quantity scheduling is disabled whist FlexPricer is running
[FLEX-630] – Percentage Discount Feature : null pointer exception under certain use cases
[FLEX-639] – Improve consistency of behaviour on sales price pop-up
[FLEX-642] – Provide Account Product History Page (ProductSummary) in all permission sets
[FLEX-606] – Improve debugging
[FLEX-611] – Remove unused visualforce page from package
[FLEX-613] – Remove unused custom fields from package
[FLEX-621] – Handle a Salesforce DML Exception from quote trigger
[FLEX-624] – Arithmetic Exception when using quantity = 0 (disallowed)
[FLEX-626] – Lower CPU cycles on Account Price List
[FLEX-627] – Adjust placement of User Discount and Manager Discount entry field
[FLEX-632] – Address pricing issue when Client Pricing AND Volume Discount enabled
[FLEX-633] – Address quantity issue when Client Pricing and Client Volume Discount is applied
[FLEX-634] – Use standard salesforce field labels for column headings that relate to standard fields
[FLEX-635] – Fix recursive APEX exception generated by existing Quote Line Item trigger on Quote Sync
[FLEX-637] – Unhandled error reported on AddEditProducts page now handled
[FLEX-646] – Ensure that in multi-currency orgs, FlexPricer only uses volume price records that match the currency of the related Pricebook Entry
[FLEX-648] – Code Efficiencies

Improve efficiency and user adoption with Vision Product Selector

RELEASE NOTES

Queens Series 2.7 to present

Palace Series 2.4 to 2.6.5

Oaklands Series 1.70 to 2.3

Nelson Series 1.66 to 1.69.2

Mulberry Series 1.59 to 1.65.1

Lincoln Series 1.57 to 1.58

Kimberley Series 1.54 to 1.56.3

Jasmine Series 1.49 to 1.53.2

Irving Series 1.46 to 1.48.3

Honeysuckle Series 1.41 to 1.45

Grosvenor Series 1.40 to 1.40.5

Foxdells Series 1.38 to 1.39.3

Elizabeth Series 1.36 to 1.37.2

Drovers Series 1.35 to 1.35.8

Clover Series 1.34

Bishops Series 1.32 – 1.33.2

Abbotts Series 1.31

Pre-Series Naming 1.25.3 – 1.30

Earlier Releases before 1.25.3