CPQ Winter '18 Patch Release Notes

by Community Manager on ‎09-19-2017 11:47 AM - edited Tuesday

Salesforce CPQ Patch Release Notes provide a high-level overview of bugs that were fixed and the specific features and/or enhancements used in order to solve them.

 

Winter '18 Patch 15.7

This patch is for Salesforce CPQ 210.15.7

Bug # Description
W-4575329 This bug occurred when contracted order products with the same end date, where both orders products had a Contracting Method of Inherit, on an order with a Contracting Method of By Subscription End Date. In this case, Salesforce CPQ made separate contracts for each order product instead of using one contract for both subscriptions. This has been fixed.
W-4585141 For some users, Salesforce CPQ did not populate the Master Contract lookup on co-terminated quotes. This has been fixed.
W-4595498 Previewing a quote document based off a quote template without any template section caused Salesforce CPQ to display an error. Fixed so that Salesforce CPQ will still generate a PDF for previewing.

 

Winter '18 Patch 15.6

This patch is for Salesforce CPQ 210.15.6

Bug # Description
W-4409162 Salesforce CPQ would delete price book lookups from quote records after the quote was saved or quick-saved. This has been fixed.
W-4564856 When the order object's Opportunity field was marked read-only, clicking Create Order on an opportunity record caused Salesforce CPQ to display an error. This has been fixed.
W-4573357 In some cases, lookup tables with multiple configure attributes would apply disable options during the application of Disable & Remove actions. This has been fixed.
W-4576127 Setting the Quote.SBQQ__LineItemsGrouped__c field to True within a trigger on renewal quote creation would sometimes create extra MDQ product lines if the quote's renewal term was shorter than its contract term. This has been fixed.
W-4582330 If users triggered a calculation from the quote line detail page, Salesforce CPQ would not fire price actions that targeted fields on the related quote record.

 

W-4582795 Price rules that used a lookup query to find their injection values would not run in response to a Calculate action. Instead, they would run only upon the user saving, quicksaving, or adding a product. This has been fixed.
W-4582836 This bug occurred for fields that were part of the Segmented Line Editor Summary fieldset. Users could edit these fields in segmented summary rows. Fixed so that users cannot edit those fields in segmented summary rows.
W-4588796  The value of the quote line Description field would not populate 
 W-4591071 This bug occurred when a quote had at least one non-optional subscription and at least one optional subscription with a different end date. Contracting the quote created a contract record that did not contain a subscription record for the optional subscription quote line. Fixed so that Salesforce CPQ does not create a contract record for optional quote line subscription products.

 

 

Winter '18 Patch 15.5

This patch is for Salesforce CPQ 210.15.5

Bug # Description
W-4438457 This bug occurred when on renewal quotes made from an amended contract, where the amended contract contained subscription products with a discount schedule applied. When Salesforce CPQ created the renewal quote, it applied an unwanted value to the Additional Discount field of quote lines for any such subscription products. This has been fixed.
W-4524543 Percent of Total child products did not display with correct values on forecasted renewals where an add-on opportunity had been contracted. This has been fixed.
W-4559978 Salesforce CPQ Calculate API did not work correctly when called via REST. This has been fixed.
W-4581434 This bug occurred on quotes that contained a bundle with a Percent of Total component, where the Percent of Total component had a 100% Additional Discount. When users tried to order this quote, Salesforce CPQ displayed an error. This has been fixed.
W-4583872

This bug occurred when users renewed a contract that contained a subscription bundle with 2 options:

 

- A first-level nested subscription parent with a second-level nested asset

- A first-level asset option

 

Renewing this contract would not pull over the second-level nested asset, even if Preserve Bundle Structure was checked. This has been fixed.

W-4583950 Salesforce CPQ displayed an error if users tried to save a primary quote in orgs with 50,000 or more opportunities. This has been fixed.
W-4584983 When users added too many Favorite records and once and then clicked select, Salesforce CPQ did not add the favorites to the quote and instead stayed on the Favorites selection screen. This has been fixed.

 

Winter '18 Patch 15.3

This patch is for Salesforce CPQ 210.15.3

Bug # Description
W-3556508 In some cases, Salesforce CPQ did not generate Percent of Total subscription prices and subscribed assets following multiple amendments. This has been fixed.
W-3810330 This bug occurred when a template section had an additional document and no template content. When previewing a related quote document, the document sometimes displayed only template section additional documents. This has been fixed.
W-3880646 When some users upgraded two of the same asset (across different quote lines), Salesforce CPQ upgraded only one asset. This has been fixed.
W-4035676 After users changed their opportunity's currency, and then changed the primary quote's currency to the same value, Salesforce CPQ did not synchronize their quote lines and opportunity products. This has been fixed.
W-4446633 Using blank merge fields within template content caused any related quote documents to display an error. This has been fixed.
W-4490587 For some users, ordering a quote with one asset product caused the order process to fail. This has been fixed.
W-4495133 This bug occurred for quotes with several quote line groups displayed in the quote line editor. Scrolling to a group, clicking the date picker icon and then clicking outside the date picker did not cause the date picker to close. This has been fixed.
W-4523453 When Enable Multi-Language Translations package setting was checked, if a quote template ID was specified on a quote record, users could change the quote template selection on generate and preview document pages. This has been fixed.
W-4528403 Salesforce CPQ did not display MDQ segments with negative net totals under the year label.
W-4530522 For some users on Firefox, saving in the quote line editor caused Salesforce CPQ to load indefinitely. This has been fixed.
W-4537277 [Service Cloud]: When users clicked Amend Subscriptions in the quote line editor, Salesforce CPQ erroneously queried all custom fields on the Contract Line Item object. This has been fixed.
W-4548374

External configurators did not load correctly for users on any google chrome 63.x version. This has been fixed.

W-4561305

Clicking Create Order on a quote containing a percent of total product and covered asset sometimes caused order generation to fail. This has been fixed.

 

Winter '18 Patch 14

This patch is for Salesforce CPQ 210.14

Bug # Description
W-4007313 This bug occurred when users clicked Clone with Related on a quote, changed an MDQ product's subscription term, then saved. In some cases, the MDQ product on the cloned quote did not have an updated subscription term. This has been fixed.
W-4126004 Lookup price rules did not update the earlier segments of an MDQ product until the final segment of the MDQ product queried the desired row. This has been fixed.
W-4146134 Renewal quote lines inherited the value of their Bundled field from the original product option instead of the renewal product option. This has been fixed.
W-4152042 [Lightning]: When users saved in the quote line editor, the quote detail page did not reflect new quote totals until the user manually refreshed the page. This has been fixed.
W-4152099 In some cases, lookup product rules did not function correctly when the target quote contained quote line groups. This has been fixed.
W-4172622 This bug occurred for contracts with a single-contract contracting method. In some cases, these contracts inherited their renewal term value from the first quote line's term. This has been fixed.
W-4188583 When users made an order from the opportunity, the order took its products from the most recently-created quote and not the primary quote. This has been fixed.
W-4199219 When users changed the month in the date picker widget, Salesforce CPQ sometimes erroneously updated date fields in the quote line editor. This has been fixed.
W-4236294 When users amended a contract that contained only completely-refunded subscriptions, Salesforce CPQ displayed a "list index out of bounds" error. This has been fixed.
W-4249831 In some cases, quote-scoped product rules did not evaluate date formula fields. This has been fixed.
W-4337978 

This bug occurred for nested selection rules that were driven by summary variables on the nested parent bundle. These rules did not activate on load. This has been fixed.

W-4338040

This bug occurred for nested selection rules that were driven by summary variables on the nested parent bundle. These rules did not activate upon reconfiguring the target bundle. This has been fixed.

W-4380924 When users contracted an add-on opportunity, Salesforce CPQ set the contract's Renewal Term field to null. This has been fixed.
W-4440526 

This bug occurred for nested asset component children of asset bundles, where the bundle parent had one-per-unit asset conversion. When you renewed these children, their renewal quote lines had incorrect quantities. This has been fixed.

W-4444824 

[Service Cloud]: When users clicked Amend Assets on their account detail page, Salesforce CPQ sometimes displayed a blank service selection page. This has been fixed.

W-4468274 This bug occurred for fields in the quote line drawer fieldset that did not have a default value. Users could not edit these fields if they made the related quote line a favorite. This has been fixed.
W-4471690 The Effective Start Date field did not display in managed line editor fieldsets. This has been fixed.
W-4473096 Nested bundle parents displayed their dropdown caret icon in the quote line editor only if users added a nested option in that configuration session. This has been fixed.
W-4473557

When a background contracting process for an order fails, Salesforce CPQ now sends an email notification to all related users and logs error details in the related record job. 

W-4473781

Creating an amendment order for an asset-based account sometimes failed and caused Salesforce CPQ to display a "Choose a master contract for this amendment quote" message. This has been fixed.

W-4476313 

When you ordered a Percent of Total product, Salesforce CPQ did not respect the value of ApplyAdditionalDiscountLast on the quote.

W-4495467

When users saved within a nested bundle configuration, Salesforce CPQ did not return users to the correct category tab if the category label and category API name were not equal. This has been fixed. 

W-4497336

Users could not amend or renew MDQ products that defaulted to a standard pricing table and were later segmented. This has been fixed. 

 

Cannot Amend or Renew MDQ Products that default to Standard pricing table and are later segmented. 

 

Winter '18 Patch 13

This patch is for Salesforce CPQ 210.13

Bug # Description
W-4132935 This bug occurred when you used the dataloader to update several lines on several quotes. In this case, Salesforce CPQ sometimes performed calculations on only one quote. This has been fixed.
W-4175646 This bug occurred on subscription products (with a charge type set to Recurring) that had a one-time price dimension. When added such a product to your quote, Salesforce CPQ did not update the one-time segment's charge type to a value of One-Time. This has been fixed.
W-4308157 Prorate multipliers did not always correctly for quote lines that started and ending on the last date of the same month one year and one day apart. (For example, 1/31/2017 through 1/31/2018 or 2/28/2017 through 2/28/2018). This has been fixed.
W-4444617 This bug occurred for bundle products with a dynamic feature and a product option with a cost-based price method. That option did not always appear on bundle reconfiguration. This has been fixed.
W-4445432 Contracting an amendment order (while the billing trigger was disabled) caused an Apex CPU time limit error. This has been fixed.
W-4446072 Bundle parents did not display the reconfigure wrench icon on amendment and renewal quotes when the legacy contract service was set to false. This has been fixed.
W-4468147 On some amendment quotes, Salesforce CPQ calculated Percent of Total values off of the unprorated total (using the quote's subscription term) and then multiplied that value by the Percent of Total product's prorate multiplier. Fixed so that Salesforce CPQ calculates Percent of Total in this case off the unprorated total using the proration multiplier of the covered products, then multiplying that value by the Percent of Total product's prorate multiplier.
W-4469681 This bug occurred when you viewed the segmented line summaries of two or more MDQ products that each had different price dimensions (for example, yearly and one-time.) In some cases, Salesforce CPQ did not display the fields for one of the products. This has been fixed.
W-4470024 In orgs where legacy contract service was set to false, users encountered an error when they contracted an opportunity containing only fixed price subscription products. This has been fixed.

 

 

Winter '18 Patch 12

This patch is for Salesforce CPQ 210.12

Bug # Description
W-3848318 Contracting order products at the order product level sometimes resulted in a "REQUIRED_FIELD_MISSING" error. This has been fixed.
W-4259359 This bug occurred if you had an MDQ product option as part of a bundle in a quote where the subscription term was greater than 24. If you deleted the bundle parent, Salesforce CPQ still displayed the segmented child product. Fixed so that the child product no longer displays.
W-4408370 In some cases, large bundles with many product rules and configuration attributes would not apply selection rules that fired immediately or after edits. This has been fixed.
W-4420202 If several users attempted to save in the quote line editor around the same time, Salesforce CPQ would sometimes display the "unable to connect to the server" error message. This has been fixed.
W-4429781 In some cases, Salesforce CPQ did not display a bundle's checkboxes when users reconfigured the bundle. This has been fixed.
W-4443528 On some amendment quotes, Salesforce CPQ calculated Percent of Total values off of a prorated price and then multiplied that value by the Percent of Total product's prorate multiplier. Fixed so that Salesforce CPQ calculates Percent of Total off the unprorated total of the covered products and then multiplies that value by the prorate multiplier.

 

 

Winter '18 Patch 11

This patch is for Salesforce CPQ 210.11

Bug # Description
W-3838788 Rich text editor fields on the quote object would not format correctly when they had HTML markup. This has been fixed.
W-3904833 Fields set to be hidden by the Page Security Plugin would still display in line item drawers. This has been fixed.
W-4251796 Selection rules would not hide an option when its bundle parent's option layout was set to Tabs. This has been fixed.
W-4305961 For some users, multi-select picklists with three or more values would cover other fields in the quote line group's field set.
W-4313610 This bug occurred for users with an MDQ product that contained a time-based dimension and a one-time fee. Users could not delete the product from the quote line. This has been fixed.  
W-4335363 Users couldn't close a date picker in the quote line group's fieldset if the fieldset contained enough fields to require side-scrolling. This has been fixed.
W-4365303 Salesforce CPQ would not calculate the Package Total field in time for it to be available for evaluation under After Calculate price rules. This has been fixed.
W-4369767 This bug occurred for users working in Visualforce and in the Tabs community. When users clicked the classic Clone with Related button on a quote with quote lines, Salesforce CPQ displayed "Error: Error occurred while loading a Visualforce page." This has been fixed.
W-4419992 This bug occurred when users made a net, customer, or regular Percent of Total product's quantity 0 on an amendment, when the covered product had a non-12 subscription term. In this case, the Percent of Total value calculated off a prorated net unit price field, then Salesforce CPQ sent the prorated price into the list unit price and prorated the remaining term on the contract. This process incorrectly caused double proration. We've fixed this so that Salesforce CPQ calculates the Percent of Total value off the unprorated net total field before following the rest of the calculation steps.
W-4423947 Ordering a product with block prices in multiple price books caused the order's price calculation to display Not Started and a price calculation error message indicating overlapping tiers. This has been fixed.

 

Winter '18 Patch 10

This patch is for Salesforce CPQ 210.10

Bug # Description
W-4152042 Lightning UI: When you made edits in the quote line editor and then saved, the quote detail page did not reflect the changes until you manually refreshed the page. This has been fixed.
W-4216856 Editing an order while its Price Calculation Status is set to Queued would sometimes cause Price Calculation Status to stay queued indefinitely. We've fixed this by changing Price Calculation Status from an editable field to a read-only field. Users may encounter price calculation errors if they change Price Calculation Status from read-only to editable.
W-4345446 For some users, Salesforce CPQ would not calculate accurate pricing for percent of total subscriptions if Exclude from Percent of Total and/or Include in Percent of Total fields were selected on covered products.
W-4390062 Batch processes to select Renewal Quoted on an already-forecasted contract would sometimes fail due to too many queued jobs. This has been fixed.
W-4412937 When installing Salesforce CPQ, users would sometimes encounter a "Field: Product2Id must not be Readonly" error. This has been fixed.
W-4415765 Salesforce CPQ sometimes encounter a "too many SOQL queries" error when trying to update a large number of order products. This has been fixed.

 

Winter '18 Patch 9

This patch is for Salesforce CPQ 210.9

Bug # Description
W-3995463 When you deleted more than two groups in the quote line editor and saved, Salesforce CPQ returned all but the last group you deleted to the quote. This has been fixed.  
W-4079370 For some users, configurator-scoped price rules with Event set to Edit did not fire when users made an edit in the configurator. These price rules only fired on saving instead. This has been fixed.
W-4342206 Added Advanced Services to the quote line editor. 
W-4362773 This bug occurred for some users with multiple quote-scoped product rules that fired upon the same criteria. In this case, only the first rule by evaluation order would fire. This has been fixed.
W-4363037 This bug occurred for users who amended an order so that the quantity of an order product on the amendment order was reduced to zero. In this case, Salesforce CPQ did not populate the Termination Date on the amended order product. This has been fixed.
W-4390097 Salesforce CPQ would not follow evaluation order for multiple quote-scoped selection rules that fired at the same time. This has been fixed.

 

Winter '18 Patch 8

This patch is for Salesforce CPQ 210.8

Bug # Description
W-4157805 Cross-order discount schedules would not consider prior purchases when setting the price of an asset on an amendment quote. This has been fixed.
W-4327572 This bug occurred when you contracted an order that contained a percent of total product and subscribed assets, renewed the contract, and then contracted the renewal quote. The renewal contract would not contain all your subscribed assets. This has been fixed.
W-4342129 Improved processing functionality for amending or renewing subscriptions across multiple contracts 

 

Winter '18 Patch 7

This patch is for Salesforce CPQ 210.7

Bug # Description
W-4166398 This bug occurred when users added two copies of a nested bundle to a parent bundle via the option selection method Add. If those nested bundles contained twin fields that each had a different value, the second bundle's twin field value overwrote the first bundle's twin field value. This has been fixed.
W-4257068 Salesforce CPQ did not create price tiers correctly for block-priced products if the Block Price record did not have a Pricebook lookup. This has been fixed.
W-4312104 Users can use block pricing with slab Discount Schedules as long as the lower bound of the first slab discount tier equals the upper bound of the last block tier.
W-4331948 Users upgrading from 210.4 to 210.5 encountered errors when running the 210.5 post-install script. These have been fixed.
W-4341478

Subscription Products now have a Root ID field. Salesforce CPQ populates this field on net-new (non-revision) bundled subscription products. The Root ID reflects the Record ID of the bundle parent that was first added to the Quote. (I.e., the net-new child of an amended parent product would have a Root ID that matched the original parent's Record ID, not the amended parent's Record ID.)


Salesforce CPQ evaluates the Root ID when users choose Subscriptions on the Renew Subscriptions page. Since you can choose subscriptions from multiple contracts, Salesforce CPQ evaluates the Root ID of a chosen Subscription and then selects the bundle parent with a matching record ID, ensuring all subscriptions in that bundle are renewed.

 

Previously, Salesforce CPQ evaluated every subscription record on the Renew Subscriptions page when identifying related subscriptions from a given bundle. Identifying and choosing only the bundle parent improves processing time during the Subscription renewal process.

W-4352056 Cloning a Quote Line Group (by selecting the Clone Group action) did not clone custom Quote Line Group fields. This has been fixed.

 

Winter '18 Patch 6

This patch is for Salesforce CPQ 210.6

Bug # Description
W-4180185 This bug occurred in some cases for users who amended a contract to change the quantity of an asset covered by a percent of total subscription. Renewing this contract caused the renewed percent of total subscription to have an amount of zero on the renewal opportunity This has been fixed.
W-4276232 This bug occurred for products covered by a cross-order discount schedule. These products received incorrect discount calculations when a customer owned the exact quantity of a pricing tier's lower bound. This has been fixed.
W-4313773 This bug occurred sometimes when users created a quote on an opportunity in an org with Large Quote Experience enabled. In this case, the Customer Amount on the opportunity line items would be equal to the Customer Amount on the corresponding quote line items. Fixed so that the Customer Amount on the opportunity lines inherits its value from the Net Total on the related quote lines.

 

Winter '18 Patch 5

This patch is for Salesforce CPQ 210.5.1

Bug # Description
W-4143633 Show and Add product rules with error conditions driven by summary variables were not applied to a reconfigured bundle. This has been fixed.
W-3832224 Salesforce CPQ now displays error messages indicating improper price rule configuration for price rules with a lookup object and lookup source field but no lookup query.
W-4163812 During initial bundle configuration Salesforce CPQ would display pre-selected options above non-pre-selected options, ignoring feature number or option number. This has been fixed.
W-4230631 This bug occurred when users changed a field value on a quote line while using quote line drawers, then cloned that quote line. In some cases, Salesforce CPQ applied the changed field value to another non-cloned quote line. This has been fixed.
W-4240312 Revised Attribute Item detail page layout
W-4241027 Twin fields between a quote line and an opportunity product would not map when an org had large quote experience enabled and quote lines (on a related quote) that exceeded the large quote threshold. This has been fixed.
W-4249153 This bug occurred on the Renew Subscriptions page when users filtered subscriptions. If the number of subscriptions displayed moved from greater than 100 to less than 100, Salesforce CPQ would disable the Select All checkbox. Fixed so that Salesforce CPQ does not disable the Select All checkbox in this scenario.
W-4252392 Changed default contract line item date filters from a single field to a range

 

Comments
by VioletK
on ‎10-11-2017 06:10 PM

@lvoelz2@mhoefer Is the latest link for Winter 18 the major release? I noticed it says pre-release for previous version but not the latest one. How do we know when will the major release be ready?

by Community Manager
on ‎10-11-2017 06:18 PM

@VioletK once a patch is GA it is listed as such.  the first GA version of Winter '18 is 210.7.  In other words....the major release is ready, released, enjoy!

by VioletK
on ‎10-11-2017 06:22 PM

Great, Thank you @mhoefer

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