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Upgrading to a New Major Version

Customizations

If any customized web components for Lime CPQ are used in a solution, the major version of @limetech/limepkg-cpq-order in package.json must match the major version in pyproject.toml. Make sure not to miss this step when upgrading.

Upgrading to 2.13.x

The default type for the field VAT on Article, Deal article and Order row has been changed from Percentage to Standard. This has been done to not visualize the field as a slider by default in the table- or card view.

Steps for upgrading (optional)

Change field type in LISA:

  • Navigate to LISA
  • For each table (Article, Deal article, Order row):
    • Locate the field used as VAT property
    • Change the Type from Percentage to Standard

Update table view components:

  • In the table view for Article, Deal article and Order row:
  • Add the component coc-vat-table-selector for the field used as VAT property

Update card view components:

  • In the card view for Article, Deal article and Order row:
  • Add the component coc-vat-selector for the field used as VAT property
  • Remove any existing percentage-based components

This change ensures that VAT values are displayed correctly with proper decimal handling.

Upgrading to v2.x.y

The tables for quotations and orders as well as the table in the quotation template are now sorted by a new field position.

  1. Add this field to the dealarticle and orderrow table:

    Field Field type Invisible Required Default Value NULL is permitted Readonly
    position Integer False True 1 True True

    Translations:

    Swedish English Danish Norwegian Finnish German Dutch
    Position Position Position Posisjon Asema Position Positie

  2. In Lime Admin open the code editor on "CPQ" and "Order". For each section rename the propertyRowId to propertyPosition and change the mapping to the new field.

Newly added General settings section in Lime Admin -> settings -> CPQ / Order.

Upgrading to v1.x.y

Lime CPQ is a new product, but some of its tables and fields are base on ERP Order. If ERP Order has been previously installed, the installation will add/update existing tables and fields.

ERP Order Migration

Before CPQ Installation

  • Export the Lime Admin config for ERP Order for inspiration (many of the field mappings are the same in the limepkg-cpq-order package)
  • Remove the limepkg-erp-order dependency from the solution
  • Delete ControlsHandlerOrder from the VBA Class Module GeneralControlsHandler
  • Delete m_Explorers_BeforeActiveExplorerChanged from the VBA Class Module GeneralExplorerHandler
  • Delete SQL on update expressions for dealarticle.totalvalue, orderrow.row_id and orderrow.totalvalue
  • Delete custom limeobjects that were added through the ERP Order installation (dealarticle, order, orderrow)

After CPQ Installation

  • Verify installation didn't create duplicates for already existing fields
  • Verify that the readonly settings for fields match the LIP package