April 2026 sales management update notes

Account Management updates

1. Business Registry Lookup permission and switch settings

• Scenario: Enterprises may need to hide or disable Business Registry Lookup for overseas business or consumer Accounts.
• Enhancement: Setup > Business Information Settings now includes a main Business Registry Lookup switch and a Business Registry Lookup Supports Function Permission Control option. After an administrator enables permission control, the system adds the Business Registry Lookup Function Permission to Role Permission Management. You can Configure lookup permission by Role.
• System impact: When disabled, the Account object’s create, Edit, and detail pages no longer display the business registration lookup entry.

2. PWC custom development for influence maps and tree components

• Scenario: Enterprises need to customize Contact influence map styles, card width, or interaction events.
• Enhancement: Account Contact influence maps and tree components now support secondary development with PWC plug-ins. Developers can change layout direction, node borders and fill colors, or bind Custom events.

  [!TIP] The following example intercepts pluginService:

  return {
      Value: {
          processGraphOptions: function(graphOptions, context) {
              graphOptions.layout.direction = 'LR'; // Change to a left-to-right layout
              graphOptions.layout.getVGap = function() { return 60; };
              return graphOptions;
          },
          processNodeConfig: function(nodeConfigOptions, context) {
              nodeConfigOptions.style = {
                  stroke: '#189DFF',
                  lineWidth: 2,
                  fill: '#F2F4FB'
              };
              return nodeConfigOptions;
          }
      }
  }
  

3. Medical master data lookup improvements (Hospital lookup)

• Improved fuzzy matching: The Hospital fuzzy-search algorithm now supports word segmentation and intelligent abbreviation recognition. Entering “West China Stomatology” can match “West China Hospital of Stomatology, Sichuan University.”
• Combined Name and alias search: The system searches official names and maintained aliases together. Enter an alias to find the official full Name and reduce Duplicate data entry.
• Additional business information: Hospital master data now includes Operating Status, Unified Social Credit Identifier, and Registered Address. One-stop qualification checks help reduce transaction risks.

Price and Pricing Management updates

CPQ updates

1. End-to-end management of periodic consumable products

• Enhancement: Consumable products now have Quota, Unit, validity period, and other attributes. The Pricing Mode supports Tiered Pricing and segmented Pricing. You can sell included and excess consumption together, connecting orders, contracts, and Billing.
• Configuration path: After purchasing CPQ Subscription Product Management Edition, enable consumable products in Setup > In-Sales Management Configuration > CPQ Configuration.

2. Advanced Product attribute customization

• Enhancement: Attributes support multiple selections, required settings, and default values. The system supports Bundle Pricing and total-volume Pricing for multiselect attributes. You can Edit attributes and data again.
• Configuration path: After purchasing CPQ Attribute Edition, enable attributes in Setup > In-Sales Management Configuration > CPQ Configuration. On Product Management > Product Details, click Configure Attributes.

3. AI exploded-view quoting on Mobile Client

• Enhancement: The Mobile Client now displays an interactive Product exploded view. Exploded-view icons and BOM components are linked in both directions. Click a part icon to select the matching BOM component and add it to the Quote. Selecting a component in the list highlights that part.
• Configuration path:
  1. In Setup > In-Sales Management Configuration > CPQ Configuration, enable Exploded-View Quoting.
  2. On the Product Bundle detail page, click Configure Exploded View.
  3. Upload a BOM diagram and map image annotations to Product components.

Marketing policy updates

• Search in the gift selection page: The optional gift page now includes a search box for Buy-and-Get Promotion scenarios with a Designated Gift.
• Fixed bundles for gifts: Promotion gifts can use a fixed parent bundle. The system automatically adds the entire bundle and its Product Details to an order.
• PWC Field extensions for gift and Rebate Product selection: The side panel for order gifts or Rebate products supports PWC Configuration and more Product Custom Field values.

Transaction record and receivables updates

1. Sales Order and Contract operation improvements

• Insert a line at a specified object position: When creating an order outside CPQ and Pricing Policy restrictions, use Insert a Line in Detail Object lines. This helps preserve Purchase Order sequence.
• Delete Not Invoiced detail lines: For Partially Invoiced orders with an existing Invoice Application, you can Delete Not Invoiced detail lines without recreating the full record.
• Sales Contract amendments:
  • Configuration path: Enable Enable Contract Changes in Setup > In-Sales Management Configuration > Contract Configuration.
  • Business effect: On Contract details, click Change to start an amendment. The system copies key information to the amendment. After Approval, it automatically updates the original Contract.

2. Payment Collection and receivables improvements

• Multi-scenario receivables: Milestone settlement connects Contract, milestone, settlement, receivable, Payment Collection, and write-off. Completion settlements require a signed stage-acceptance document before receivable creation.
• Improved Payment Collection Workflow triggers: In Setup > Process Management > Workflow Management, preset Payment Collection fields support before-change, during-change, and after-change trigger conditions. CRM reminder variables also expose preset fields.

Business rules and descriptions

Detailed reference information

Detailed reference information

Detailed reference information

Related topics

• 2026 Sales Management update overview
• March 2026 Sales Management update notes
• Sales Management overview