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Kugamon Manage Lines

Last Updated: Feb 05, 2019 11:14AM PST

Change Log

This document covers the Kugamon Manage Lines "Smart Selector" Add-on.

Updates require an active maintenance contract or approved engagement. Client permission is required.
October 9, 2018
  • Fix Indent Issue of Kit/Bundle Members in Select Service Section
  • Fix Issue of Service Term to Support Different Locales
  • Display Sales Instructions in Search Section
  • Fix Issue of Hidden Products Displayed in Type Ahead Search
  • Fix Issue of Kit/Bundles Treating Hidden Products as Inactive

August 22, 2018
  • Fix Tiered Pricing Hover to Support Different Locales
  • Add Mouse Pointer Spinner when Changing Service Term
  • Fix Issue of Changing Sales Price of Products and Services with Tiered Pricing

v8.5 (Major Release)
August 8, 2018
  • Support New Product Configuration Fields in Kugamon Quote to Cash v5.8
  • Add Lightning Page Header
  • Fix Issue with Handling Large Number of Favorites

March 21, 2018
  • Fix Issue with Add All Function from Quantity Column in All Sub Tab
  • Add Namespace Prefix to Triggers
  • Default Focus to All Sub-Tab even when Purchased Assets are Present

March 8, 2018
  • Update Purchase Asset Last Order Filter
  • Add Namespace Prefix to Objects and Fields

v8.0 (Major Release)
February 28, 2018
  • Add Save & Close Page Function on Keyboard 'Enter' Press in Selected Products and Services Section
  • Display Search Icon in Search Button
  • Change AJAX Spinner with Lightning Style
  • Add Purchased Asset Tab
  • Add Namespace Prefix to Apex Triggers, Apex Classes and Visualforce Pages
  • Fix Support of Long Product Names

December 3, 2017
  • Update List Price in Search Section to Display Currency Symbol of Top Currencies
  • Fix Sales Price Entry to Support Top Currencies  

November 19, 2017
  • Update Search Section to Handle Product Name with Special Characters
  • Set Focus to Search Box after Adding Product or Service when Exact Match is Unchecked
  • Set Focus to Search Box after Search or Adding Product or Service when Exact Match is Checked
  • When Search is Successful, Set Focus to Quantity Field, else Keep Focus on Search Box

September 11, 2017
  • Fix Sales Price Error Message
  • Prevent Adding Kit/Bundles if Member Lines not in Current Price Book and Display Friendly Hover Message
  • Update Opportunities Manage Lines to Respect Kit/Bundle Pricing
  • Fix Adding Individual Product Updates Kit/Bundle Member Qty if Products are Identical Instead of Creating New Line
  • Fix Error when Price Book Name is Spelled Incorrectly or Inactive
August 2017
  • Refactor Logic to Improve View State Performance
  • Display Price Book Name on Launch if Assigned Price Book is Inactive
  • Add Lightning Product Page Redirection for Opportunities
  • Add Lightning Additional Product Info Page Redirection for Quotes and Orders
  • Sort Kit/Bundle Members by Kit/Bundle Sequence in Pre-Save
  • Display Quantity Field with Grey Background for Kit/Bundle Members with Allow Quantity Change in Pre-Save
  • Delete Quote Optional Lines when Changing Price Book
  • Update Quantity Total to Display 2 Decimal
  • Hide Trash Can on Kit/Bundles Members in Pre-Save

June 5, 2017
  • Update Page to Only Display Recommended Subtab if Only Recommend Products Listed on Active Products
  • Add Required Column to Kit/Bundle Hover
  • Fix Issue of Recommended SubTab Displaying Wrong Heart Favorite when Referring Product is Added
  • Update Service Line Sort Order when Adding a Kit/Bundle with Products and Services Members (in Pre-Save Situation Only). Currently Display non-Member Lines above Kit Member Lines. Should Display Kit/Member Lines Above Non-Member Lines
  • Fix Issue of Changing the Kit/Bundle Header Date (in Pre-Save Situation Only) Should Update Member Date, Currently Members show Today, when Header Date is Changed
May 24, 2017
  • Update Kit/Bundle Support in Favorite and Recommend Sub Tabs. Display Member Lines in Hover and Expansion Members on Add Action
  • Fix Issue of Adding Independent Lines Auto-Appends Kit/Bundle Member Lines (of same Product), and not Independent Line

Mar 29, 2017
  • Add Quick Save [Save] Button Support
  • Improve Favorites UX with AJAX Spinner for Heart Color Transition

v7.0 (Major Release)
Jan 09, 2017
  • Add Favorite Products Function
  • Add Message when there are no recommended Products to display "No Recommended Products Found."
  • Remove 'quantity' hover in Manage Lines
  • Fix Field Alignment (Exact Match, Start Date, Order Discount %) when an item is marked as Favorite for the first time.

August 17, 2016
  • Migrate Revised Service End Date Calculation Logic from Kugamon Quote to Cash Edit Lines Page
  • Add Lines Start Date does not fill with Header Start Date, if Filled. Please use Header Start Date for New Line Start Date

July 22, 2016
  • Fix Issue of Recommended Products Displaying Duplicates Lines (Ex: 2 Products have same Recommended, thus we display the Recommend Products Twice)
  • Fix Issue of Kit/Bundle Members with Decimal in Quantity, not Displaying when Added
  • Update Find Products/Services Count to Display Total Product Count
  • Update Selected Products, Selected Services, and Selected Optional Sections Font Size to Match Find Products/Services Section

April 28, 2016
  • Fix Issue of "Inactive Warning Message" Not Disappearing when all Inactive Lines are Removed from Selected Section

January 20, 2016
  • Fix Issue to Support greater than 200 Price Books with Sharing Rules

December 22, 2015
  • Fix Issue of Hover of Kit/Bundles not Showing Decimals, Please show up to 2 Decimals

v6.0 (Major Release)
November 15, 2015
  • Fix Issue of Changing Quantity of Product/Service Section expands Search Box Height on refresh
  • Add Type Ahead to Search
  • Fix Issue of Deleting Sales Price on Line Discount Update if Product/Service has Tiered Pricing
  • Fix Issue of Opportunities Manage Lines Totals Incorrect
  • Fix Quantity Calculation Issue whereby Quantity (2.0 = 200) and Total Amount Not Updating Correctly

July 22, 2015
  • Fix Issue of Unchecking Tier Pricing Checkbox, should revert to List Price
  • Add Friendly Error Message Warning for Inactive Price Books

July 12, 2015
  • Migrate Search functionality from Kugamon Quote to Cash Add Lines Page
  • Fix Issue of Filtering Out Inactive Products in Recommended SubTab
  • Add Product2 SalesInstructions Hover to Selected Items
  • Fix Issue of Recommended Products not adding on in Opportunities

June 24, 2015
  • Fix Issue of Changing Price Books with Bundle Lines

June 22, 2015
  • Add Warning for Inactive Price Books
  • Add Consistent Warning Message when Inactive Products are Present

June 11, 2015
  • Fix Issue of Unchecking Tier Pricing Checkbox should revert to List Price

v5.0 (Major Release)
  • Add New Sales Instructions Function
  • Fix Issue of Recommended Products not adding in Opportunities
  • Refactor Select Section Logic  in JavaScript

June 9, 2015
  • Fix Issue of Respecting the Kit/Bundle Pricing Options

April 24, 2015
  • Fix Issue of Hover display for Kit/Bundle in 'All' Product Selector tab not Showing after Sorting List Based on Kit/Bundle column
  • Add Recommended Products Hover

January 29, 2015
  • Add Support for Kit/Bundle Pricing Options

January 16, 2015
  • Add Warning Message of Inactive Products

January 8, 2015
  • Fix Issue of Tier Pricing not Defaulting to True with Tiered Price set to Qty 1

November 14, 2014
  • Add Hide Recommended Products Items Function if Added to Selected Section

July 29, 2014
  • Fix Issue of Adding Duplicate Kit/Bundles does not Update the Member Quantity

v4.0 (Major Release)
July 28, 2014
  • Add Recommended Products Function
  • Fix Issue of Kit/Bundle Service Members' Quantity Changing to NULL when Term Changes
  • Fix Issue of Kit/Bundles Not Showing Members Correctly
July 23, 2014
  • Relabel [Save] Button to [Save & Close]
  • Fix Issue of Promoting Hour Service from Quote Optional Resulting in Service End Date Error

v3.0 (Major Release)
November 18, 2013
  • All Auto-Fill of Service End Date on Term Day or Less
  • Replace Action Add Text to Images
  • Implement Disable Quote Optional Managed Lines Checkbox to Kugamon Settings
  • Add Re-Sort Support (Allow Sort Changes, Drag and Drop)
November 13, 2013
  • Add Kit/Bundle Lines Support
  • Split Selected Section to Products and Services
  • Add Quote Optional Lines Support
  • Add Tiered Pricing Support

v2.0 (Major Release)
May 15, 2013
  • Prevent Duplicate Lines from Repeated [Save] and [Save & More] buttons clicks
November 28, 2012
  • Fix Issue of Multi-Line Add not Working in Opportunities
November 19, 2012
  • Change Static Resource Name from "EditLineItemsStyle" to "ManageLines" & rename the filenames within the static resource as well

v1.0 (Major Release)
November 4, 2012
  • Fix Multi-Line Search  Quantity Column
November 2, 2012
  • Fix Multi-Line Search Conditions

September 1, 2011
  • Package Initial Single Page Product Configuration Functionality


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