Release Notes - appero quote 22.200
- Phu Nguyen (Unlicensed)
Product configuration
Bundle Products (BETA)
If you want to offer several products in one package, you have three different options with appero quote: AddOn products, Bricks, and with the appero quote Summer release, Bundle Products.
Changes in appero quote Summer 22: Bundles are fixed product combinations, consisting of a parent and one or more child products, which are also mutually dependent in the calculation and offered at a total price.
Action required: Configure bundle products using the AddOn Products object (sf42_quotefx__sf42_ProductEntry__c), which is now divided into three types: AddOn, Component, and Accessory.
However, please also be aware of the current limitations and capabilities in its calculation and usage.
Link to the documentation: Bundle Products
International operation
Manage duplicate setup texts
The settings you define in the appero quote Settings apply globally to the entire Salesforce instance and thus to every quote. Each setting corresponds to a so-called Setup Text, which can also be viewed and edited individually via the custom object of the same name in Salesforce.
Changes in appero quote Summer 22: You have the possibility to create settings twice with different values by assigning a locale to the setup text. A possible use case is different quote validity or different layout options in different countries.
Action required: If necessary, create the required setup texts manually and assign a locale to them. When doing so, please note the filtering instructions.
Link to the documentation: appero quote Lightning: Languages and Translations
Multilingual user interface
appero quote, i.e. the two apps appero quote and appero quote Setup as well as the Quote Editor, is available in the user languages German and English by default.
Changes in appero quote Summer 22: With version 22.200, you can also use our app in Portuguese (Brazil), Japanese and Chinese (simplified).
Language | Pick list value in Salesforce | Locale |
|---|---|---|
Chinese (simplified) | 中文（简体） | zh_CN |
Portuguese (Brazil) | Português (Brasil) | pt_BR |
Japanese | 日本語 | ja |
Action required: To do this, simply set your user language or the corporate language to the desired language version.
Link to the documentation: General Information
Price and discount calculation
Flexible calculation of products in Bricks
Bricks containing products are checked for price book entry and existing product properties when inserted into a quote. Manually changed list prices will be overwritten with the current price book entry, price changes will be detected and if bulk price rules apply to the product, manually assigned discounts will be reset.
Changes in appero quote Summer 22: You can disable the automatic price book check via the new setting "Do Not Update Brick Calculation" (Setup Text doNotUpdateBrickCalculation). Manual discounts and price changes will be preserved when inserted into a quote.
Action required: If necessary, activate the setting in the Settings > Calculation section. However, keep in mind that if you make any price changes, you will have to update your brick manually yourself.
Link to documentation: Bricks
Extension of tax rules
appero quote offers you various options for determining the correct VAT rate per quote item. In case different tax rates are to be displayed in a quote, the system consisting of the three objects tax key, tax rate, and tax rule offers the greatest possible flexibility.
Changes in appero quote Summer 22: Using the new field "Secondary Product Group" sf42_quotefx__SF42_ProductGroup2__c you can now also create tax rules on the secondary product group of a product. Primary and secondary product group can be used individually or in combination on the tax rule.
By default, the tax rate is not editable by the user. Using the new changeTax parameter, you can enable the VAT column in the quote for editing. The adjusted values are then applied simultaneously to the calculation of the gross totals and the total tax amount. A possible use case is the international use in a country whose tax rates cannot be mapped according to uniform rules.
Action required: To extend the tax rules, display the new field in the page layout, if necessary, and modify your rules as desired. To make the tax column editable, create a setup text of type parameter named "changeTax" and enter the value "true" in the sf42_quotefx__SF42_QuoSetup_Longtext__c field.
Link to the documentation: Value Added Tax (VAT)
Quote document
Replacing the quote signature
With the signature item in appero quote, you can automatically display the signature of the opportunity or quote owner in your quote. Before doing so, you need to upload the appropriate graphics in the Salesforce documents and assign them to the appropriate users.
Changes in appero quote Summer 22: Using the new button "Set own signature" on the record page of your quote, you can replace the signature in the quote document with your own. This is useful, for example, if several employees are editing the quotes of an opportunity and want to insert the appropriate signature before sending.
When the quote is edited again, the signature is reset to the quote or opportunity owner.
Action required: Show the button via the QuoteActionSettings in the Custom Metadata Types if needed.
Link to Documentation: Signatures
Quote Editor
Custom columns and product properties
It is possible to map values from product properties to custom columns.
To do this, enter the API name of the field at the quote line item that is to be used as a custom column in the "Opp Lineitem API" sf42_quotefx__SF42_OppLiAPIfieldname__c field at the product property. Again, it is important that the property type and the field type at the quote line item match.
Changes in appero quote Summer 22: Also product properties without calculation of type Date are written correctly to the corresponding date field on the quote line item. Product properties of type Text and a reference to a custom column in the "Opp Lineitem API" field now interact correctly with the custom column again.
Action required: None.
Link to the documentation: Custom Columns
Column headers in Brick Editor
The new Brick Editor allows you to edit Bricks outside of the quote process and independent of a specific quote. Using the Bricks tab in the appero quote Setup app, you can open and edit existing or newly created Brick records in your own Brick Editor.
Changes in appero quote Summer 22: A column layout assigned in the Brick will now also be applied correctly when inserting the Brick into a quote.
Action required: None. Unless you use the packaged appero quote permission sets, please add in field sf42_quotefx__SF42_ColumnLayoutTemplate__c in your custom permission set.
Link to the documentation: Brick-Editor
Variables in the quote editor
Placeholders or so-called "Mergefields" are used to read field values from Salesforce dynamically at runtime in quotes. In the quote itself, you place the mergefield in curly brackets, e.g. to pull the recipient's address data. As soon as the edit mode is finished, the mergefield is read out and the stored value appears.
Changes in appero quote Summer 22: Variables in the quote template that do not have a value in the specific quote because the field is not maintained on the affected object are still displayed in curly brackets in the editor. This allows the user to see that the entry is missing and adjust the data if necessary. In the PDF, empty variables are hidden.
Action required: None
Link to the documentation: Mergefields
Custom extensions
Apex Hooks
If your product calculation goes beyond the standard functionality of appero quote, e.g. because the required information is located in a third party system, this query can be queried and written to the editor using appero quote's so-called Apex Hooks.
Changes in appero quote Summer 22: Synchronous queries become significantly faster, as they now do not require a save operation during the query.
Action required: For asynchronous queries there is no action required. For synchronous queries, please enable the new checkbox sf42_quotefx__SF42_IsSynchronousHook__c.
Further optimizations and bug fixes
The SF42_QuoUpdateHTML__c checkbox now correctly refers to the current field values when both quote fields and the SF42_QuoUpdateHTML__c checkbox have been updated in a transaction.
The display error in the editor when using product comments and images at the same time has been fixed.