Upgrading to Services CPQ Winter 2024
This page describes the changes to make when upgrading to Winter 2024.
See the Upgrade Steps section under each feature for details of any action required. If you don't want to use or upgrade an optional feature, you can skip the upgrade steps for that feature. To perform upgrade steps in your org, you must be assigned administrator permissions.
See the Included in This Feature section under each feature for details of items such as objects, fields, or buttons that have been added in this release.
For information on new features and changes to existing features in Winter 2024, see New Features and Enhancements in Services CPQ Winter 2024.
Winter 2024 contains changes for the September 2023 release. For details of the upgrade steps required, see Upgrading to September 2023.
Dependencies on Other Certinia Packages
Upgrade Steps
To upgrade this feature to Winter 2024, take the following action.
Action |
Further Information |
---|---|
Ensure PSA Summer 2023 or later and Foundations Spring 2023 or later are installed. Contact your Customer Support representative if you are on an earlier version. | Setting up Services CPQ |
Multi-Currency Estimate Products
Upgrade Steps
To upgrade this feature to Winter 2024, take the following action.
Action |
Further Information |
---|---|
Remove the Vendor Line Item Total Cost Amount and Vendor Line Item Total Bill Amount fields from the Estimate page layout. | |
Add the Total Cost Amount of Vendor Line Items and Total Bill Amount of Vendor Line Items fields to the Estimate page layout. | |
Perform step 1 of the Services CPQ Winter 2024 Upgrade feature in Feature Console to recalculate and populate the amount fields on estimates and estimate product instances to enable multi-currency estimates. |
Custom Setting Fields
Custom Setting Field |
Custom Setting |
Further Information |
---|---|---|
Disable Multi-Currency Estimates | Services CPQ Settings |
Estimate Phases
Upgrade Steps
No upgrade steps are required to upgrade this feature to Winter 2024.
Included in This Feature
This section details the items that have been added in this release.
Custom Setting Fields
Custom Setting Field |
Custom Setting |
Further Information |
---|---|---|
Disable Estimate Phases | Services CPQ Settings |
Objects
Object |
Further Information |
---|---|
Estimate Phase | |
Estimate Phase Type | Estimate Phase Type Fields |
Sub-tasks in the Estimate Builder
Upgrade Steps
To upgrade this feature to Winter 2024, take the following action.
Action |
Further Information |
---|---|
Perform step 2 of the Services CPQ Winter 2024 feature in Feature Console to populate the Estimate Line Set field on role requests that are associated with tasks and line sets. | Enabling and Disabling Features |
Custom Setting Fields
Custom Setting Field |
Custom Setting |
Further Information |
---|---|---|
Maximum Sub-Task Hierarchy Depth | Services CPQ Settings |
Fields
Field |
Object |
Further Information |
---|---|---|
Cumulative Task Discount (%) | Estimate Task | |
Parent Estimate Task | ||
Top-Level Parent Estimate Task |
Indenting and Outdenting Records in the Estimate Builder
Upgrade Steps
No upgrade steps are required to upgrade this feature to Winter 2024.
Setting an Estimate as Primary
Upgrade Steps
To upgrade this feature to Winter 2024, take the following action.
Action |
Further Information |
---|---|
Add the Unset as Primary button to the Estimate page layout. | Setting an Estimate as Primary |
From Setup, on the Estimate page layout, select the Read-Only checkbox for the Primary field. |
Overriding Region, Practice, and Group of Copied Role Requests
Upgrade Steps
No upgrade steps are required to upgrade this feature to Winter 2024.
Using the Improved Hours Breakdown
Upgrade Steps
No upgrade steps are required to upgrade this feature to Winter 2024.
Included in This Feature
This section details the items that have been added in this release.
Custom Setting Fields
Custom Setting Field |
Custom Setting |
Further Information |
---|---|---|
Disable Hours Breakdown and Schedules | Services CPQ Settings |
Moving Estimate Dates
Upgrade Steps
No upgrade steps are required to upgrade this feature to Winter 2024.
Viewing Record Details from the Estimate Builder
Upgrade Steps
No upgrade steps are required to upgrade this feature to Winter 2024.
Adjusting Estimate Builder Height
Upgrade Steps
No upgrade steps are required to upgrade this feature to Winter 2024.
Included in This Feature
This section details the items that have been added in this release.
Lightning Component Properties
Component Properties |
Further Information |
---|---|
Height (Pixels) |
Configuring Processes
Upgrade Steps
No upgrade steps are required to upgrade this feature to Winter 2024.
Included in This Feature
This section details the items that have been added in this release.
Custom Setting Fields
Custom Setting Field |
Custom Setting |
Further Information |
---|---|---|
Default Maximum Queueable Stack Depth | Services CPQ Process Settings |
Permissions
Upgrade Steps
To upgrade this feature to Winter 2024, take the following action.
Action |
Further Information |
---|---|
If you are using custom permission sets, add the new permissions to the appropriate permission sets. |
Certinia Help Is Now Available from help.certinia.com
No steps are required to upgrade this feature. The Help links are automatically updated when you upgrade Services CPQ.
For more information, see Certinia Help URL.
Release Content
Upgrade Steps
No upgrade steps are required to upgrade this feature to Winter 2024.