Release Notes - appero quote 23.100 / 23.101
- Phu Nguyen (Unlicensed)
Product configuration
Bundle products
By offering multiple products together, you make it easier for your employees to quote and sell more at the same time. appero quote offers you three different ways to do this: Add-on products, Bricks, and with the appero quote Summer release, Bundle products.
Changes in appero quote Summer 23: Bundles are fixed product combinations, consisting of a parent product and one or more child products, which are also mutually dependent in the calculation and are offered at a total price.
For the AddOn products type, you can now also configure the item number.
Action required: Configure the Bundle Products using the Add-On Products object (sf42_quotefx__sf42_ProductEntry__c), which is now divided into three types: Add-on Products, Bundle Accessories, and Components. Assign the new Lightning Record Page AddOn_Product_Dynamic_Layout to the object, which will automatically show you all new fields and configuration options appropriately.
Link to the documentation: Bundle Products
Improved handling for product properties with and without calculation
Product properties with and without calculation can be distinguished in about 10 property types, from simple date to complex object query. Accordingly, the configuration within a record type is different.
Changes in appero quote Summer 23: The improved Lightning Page layout for product properties uses Dynamic Forms to automatically identify the required fields for each property type, making configuration easier.
For Table type properties, query results larger than the initially loaded 30 records are now automatically reloaded by scrolling.
Action required: Assign the new Lightning Page layouts to the sf42_quotefx__SF42_QuoProductProperty__c object as follows:
Record Type | Lightning Record Page Layout |
|---|---|
Product Property with Price Influence | Product_Property_with_Price_Influence_Dynamic_Layout |
Product Property without Price Influence | Product_Property_without_Price_Influence_Dynamic_Layout |
Link to the documentation: Product Property without Price Influence / Product Property with Price Influence
Price and discount calculation
Extended calculation of the sum items
Among the quote items, various gross and net sum elements are available in the Calculation section:
Changes in appero quote Summer 22: In addition to the sum column, the following columns are also calculated correctly and displayed by default in all net sum elements - subtotal, net total, group net total:
SumListprice
Listprice (also displays SumListprice)
SumPricePartner (taking into account sum discounts and price rebates)
SumPriceDist (taking into account sum discounts and price rebates)
Quantity
PU
QuantityMultiplier
Action required: If necessary, show the corresponding columns in your sum items
Link to documentation: Calculation Items
Quote Editor
Extending the Variables of the Formula Columns
"Mergefields" are used to read field values from Salesforce dynamically at run-time in quotes.
Formula columns complement the calculation options in appero quote, as they allow you to reference content from different columns, calculate a value from it and display it in a separate column.
Changes in appero quote Summer 23: With appero quote 23.100, all standard columns can be included as variables at product level in the product description. Likewise, all product-level variables are now available for formula columns.
Need for action: None
Link to documentation: Mergefields
Further optimizations and bug fixes
The Settings > Calculation > "Do Not Update Brick Calculation" (setup text doNotUpdateBrickCalculation) now also works when editing in the Brick Editor. The Server Product Search can be used with AddOn products without errors again and the Template Wizard saves without problems.