New Features and Enhancements in SCM Advanced Quoting Winter 2023

The following new features have been introduced in the Winter 2023 release of SCM Advanced Quoting.

If you are upgrading from a previous version, see Upgrading to SCM Advanced Quoting Winter 2023. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.

Note:

All the previous features of SCM Advanced Quoting might not be available in this release. Before you enable the SCM Advanced Quoting feature, we recommend testing this feature in the sandbox covering all the customer scenarios.

The following features are not supported on the Customer Quotation Line Items grid:

  • Reordering of Groups
  • Dragging and Dropping customer quotation lines
  • Configuring Options and Upsell Cross Sell Items
  • Advanced Search followed by adding multiple lines on the customer quotation lines grid.

Enhancement to Customer Quotation

The Advanced Quoting Lightning record page provides a modern user experience and enables you to perform your daily tasks on the customer quotations in a streamlined way. To use the latest features you must perform the required steps.

In the Winter 2023 release, we have introduced the Multi-Inline Editing feature that allows you to select multiple line items and update the changes in all the selected items in one go. For more information, see Upgrading to SCM Advanced Quoting Winter 2023.

Note:

This Lightning version of the customer quotation page enables you to create and manage customer quotations of type Inventory and Drop Ship only. To create or manage other types of customer quotations, you must use Classic or the Visualforce version of the page.

For more information, see: