Adapters

Application Monitoring

Common

Contracts

CPQO

CRM

Inventory

My Company

Pipeline

Platform

Product Lifecycle Management

Solar

Subscriptions

Users



Adapters

Added new “Stripe” payment gateway adapter


Enhanced how TMF620 Adapter will use model extensions

If a customer solution defines a type that extends a TMF620 type, the adapter will automatically detect and use the extended type instead of the original type when creating objects and adding instances to arrays.


Added ability to configure multiple Kafka servers 


Application Monitoring

Enhanced Application Monitoring to show the page file information on the server list

Added page file size information on servers in Application Monitoring.


Common

Changed UI behavior of filters in pop-ups

In pop-ups, filters have been redesigned to take up less space, and show how many filters are currently selected.


Also, the “sort” button has been updated to take up less space and fit the new layout better.


Added ability to use filters in all order pop-ups

Filters have been added to all order pop-ups that previously didn’t have any.


Added ability to use templates to email to-do reminders


Contracts

Added ability to create Master Service Agreement contracts

Added the ability to manage multiple contracts under a single Master Service Agreement contract. 


CPQO

Added support for BYOD (bring your own device) items in carts

Users can now add BYOD items in a cart, and specify the device’s identifiers (if required). 


Added ability to initiate Master Orders

Users can now Initiate Master Orders. This action will initiate the Master Order’s progression and move the order into the submitted status.


Modified Add-to-cart behavior to not show the pop-up for items that do not require configuration

When adding a product to a cart, the configuration pop-up will not appear unless:

  • The product is missing its mandatory configuration attributes
  • The product has a configuration “cart action” to open the configuration pop-up

Modified order product configuration to include category filters

The order product configuration now shows category filters when products (add-ons, equipment, or supporting services) span multiple categories.


Added ability to disable cart validation rules when creating a quote 

In a quote, when adding items to the cart, users can now disable validations that do not apply to quotes, such as:

  • Catalog rules that disallow adding this product
  • Lack of inventory availability
  • Missing required supporting services
  • Missing required equipment


Added ability to buy addons with one-time pricing for existing active subscriptions

A one-time priced add-on can now be purchased for an active subscription. If the add-on has supporting services, it can be added to the cart on its own, and the user will be prompted to select an existing subscription for this addon to be added to.


After checkout, the add-on will appear as a one-time charge on the next bill.


Enhanced cart to show pricing actions for cart items


Modified subscription action orders to disallow changing item quantities on orders

If a sales order is created through a subscription action, the product’s quantity can no longer be changed on the order.


This also applies to addons and other sub-items.


Added ability to create a quote from a contract


Fixed issue where copying an order would not copy the order’s address in some cases


Fixed issue which prevented users from removing required supporting services and equipment on orders



CRM

Enhanced Assets to display subscription information


Added “Communication” tab to Customer and Prospect contacts

Previously, communication preferences could only be set for Customers.


Enhanced CRM to show party role type for Prospects and Partners

Prospect Customers and Partners will now be designated with tags in the search results of Quotes, Orders and Opportunities. As well as on Quote, Order and Opportunity pages. 


Changed behavior of party role profile UI to show modify buttons at all times

Modify buttons that were previously only visible on hover, such as edit and delete, will now be visible always.


Added “Consent expiry date” in Communication Preferences 

When adding Communication Preferences, users can now set an optional Consent expiry date. This sets the date when the customer must reapprove their consent to receive communications.


Fixed issue which prevented users from saving addresses when creating quotes for prospects


Fixed issue in the B2B portal which showed clickable links that could not be opened

Within the B2B portal, external contact profiles will no longer have clickable links which cannot be opened.


Inventory

Added Import Logs page to resource inventory imports

When importing items into resource inventory, users can now view the Import Logs and optionally delete items that were added by a particular import.


My Company

Added ability to set Managers and Subordinates for My Company profiles

In the new Management tab in My Company, users can now set contacts/people as Managers, with other users as their Subordinates.


Pipeline

Added support for multiple revenue types in a single opportunity

In an opportunity, revenue types can now be set at the item level. This allows users to set multiple revenue types in a single opportunity.


Enhanced opportunities to list their revenue types and years in search results 

In Pipeline search results, opportunities will now show a “Revenue Summary” panel. This panel lists:

  • The revenue types
  • The revenue years
  • The total revenue


Platform

Added ability to specify a content type in a service queue

In a service queue, users can now specify whether content will be in XML or JSON format. 


Modified enumerations so users will only be able to remove tags or list values that they are permitted to manage

If a user does not have the correct role required to add a specific tag or list value, they will no longer be able to remove it once it has been applied.


These restricted items will appear as read-only and cannot be changed by users without the required role.


Added ability to enter a custom date range when searching


Added ability to disable specific APIs in configurator 


Enhanced message log data pop-up

Users can now adjust the size of the Sent and Received panels in the message log data pop-up, and view the pop-up in full screen. 


Added ability to add extension actions in message logs

Users can now add extension actions in the grid view and message view of message logs.


Product Lifecycle Management

Enhanced PLM to support versioning for charges

PLM charges will now list the charge’s version and allow the user to create new versions.


Enhanced PLM attribute validations to make default values conform to attribute restrictions

A PLM attribute’s default value will now adhere to the required format of the attribute restriction. Disallowing the user from entering values that don’t match the restriction, such as patterns or enumerations. 


Added ability to add extension actions on the search page of PLM projects


Added new BYOD (bring your own device) option for product definition in PLM

In PLM, users can now set a product as a BYOD (bring your own device) item. These are items that the customer either supplies themselves or receives directly inside a store. 

Within the catalog, users can set the type of identifiers that must be collected in the cart.


Enhanced bundles to show the top/main attributes of bundle items in the shopping UI

When browsing catalogs, product bundles will now list the top attributes of their bundle items.


Enhanced bundles to show product varieties  

When products in a bundle contain varieties, those varieties will now be listed when viewing the bundle.


Enhanced Rules to handle “In” cases

Updated the In option when editing expression rules to support:

  • Multi selected enumeration values
  • Comma separated text entries


Added ability to restrict products available to resellers

Using the new Restrict reseller products configuration, users can now add reseller tags on PLM categories. 


This will make the category available to resellers with those tags.


Reorganized the product definition page in PLM 

The PLM product page has been modified, splitting the Product details panel into the following panels:

  • Product details
  • Product type
  • Pricing


Added ability to compare product bundles in PLM 

Bundles can now be compared when shopping PLM catalogs, similar to regular products. However, bundles and products cannot be compared against each other.


Added ability to set a campaign for a PLM price rule


Enhanced supporting services to filter subscriptions by address/location 

When selecting a subscription as supporting service to a cart item, the list of available subscriptions will now be filtered by:

  • the location of the organizational customer
  • the address for the individual customer


Enhanced Supporting Service Categories to allow selecting a supporting service from other customers or locations

Modified Supporting Service categories in PLM, allowing users to:

  • Configure the supporting service by location
  • Configure whether or not a user can select a supporting service from an associated customer, or from any customer other than the existing customer

When shopping, these options control which services can be used as a supporting service.


Fixed issue which prevented users from editing PLM components

Fixed an issue that prevented users from editing a PLM component after setting an expiration date to on the component in a PLM project that hadn’t been published yet.


Fixed issue in PLM in which only the first 5000 projects were deleted when deleting a catalog

Previously, when a PLM catalog contained more than 5000 projects, deleting the catalog would not delete all projects. 


Solar

Added support for applying extension actions to all search results

Users can now configure extension actions to apply to both selected items and all search results. For such an extension, Kloudville will generate a button in the search results, which will activate when:

  • A single search result is selected – the action will be performed on this search result
  • Multiple search results are selected – the action will be performed on each selected result
  • Nothing is selected – the action will be performed on all search results, across all pages

Added ability to skip model loading in extension actions

In Solar, users now have the option to Skip model loading. In this case, the framework will not load a model instance for the provided context ID. The Action Script will receive the context ID as a parameter, and no target instance.


This reduces the amount of information that must be loaded into the cache of the application.


Added support for reading excel files in the Kloudville application

Added excel scriptable object, allowing users to process excel files for importing data into Kloudville.


Enhanced extensions to support formatting values

Users can now set formats for date, time and number attributes.


Enhanced configuration for extension grids

Enhanced extension grid configuration by adding the ability to set the max height and width. Additionally, added the ability to set the column order.


Subscriptions

Enhanced the “Update Subscription type” action to allow executing the update on all subscriptions in search results

When updating a subscription’s configuration type, users now have the option to apply the type update to all subscriptions matching the current search criteria.


Added ability to add charges to a subscription from non-charge catalogs

Users can now add charges on subscriptions from catalogs other than charge catalogs.


Enhanced subscription cancellation to allow forced cancellation for any back dated period

Users can now back date a subscription cancellation to a period that the subscription has already been billed for. Any payments made in that period or the periods since will be reversed.


Added ability to open contracts from within the subscription UI

Subscription products now show contract IDs which can be clicked to open the contract.


Added ability to manage additional subscription charges

In Subscription Billing, users can now manage onetime charges for subscriptions using the new Billing Charges section. Billing charges appear in the billing data generated for a subscription or billing invoices.


The operations that can be performed are:

  • Search billing charges by billing period
  • Add/Update billing charges
  • Delete unprocessed billing charges
  • Void previous billing charges (Reverses payment of charge if already billed)

These charges will also appear on the subscription page in Additional Charges.


Fixed issue in which the import additional billing charges and export billing data options did not appear on the search page

Previously, the options to import additional billing charges and export billing data appeared in subscription invoices. These options will now appear in the search page.


Users

Enhanced User profiles to show the user’s manager

When viewing a user profile, that user’s manager will now listed as part of the user’s general information.