Mulberry Series
1.59 – 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 – 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 – 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 – 1.53.2
NEW FEATURE
Guided Bundles (Add-ons)