The managed package introduces a new field "Remaining Billable Amount" on the asset line record. For legacy assets, the customer is supposed to populate this field. For regular assets (non-legacy) this field is calculated and updated by the batch job. The salient features are: 

  • Upon installing or upgrading to June’23 package, the batch runs as a post-install script. It updates the new field “Remaining Billable Amount” introduced on the Asset Line Item (ALI) object. This batch calculates the total fee amount from the billing schedules with a “Pending Billing” status.

  • This run is only for the non-legacy asset lines in “Active” status. The custom setting "Is Legacy for Billing?" is set to FALSE for such asset lines.

  • Before running the Invoice Run after you install or upgrade to June’23 package, you must ensure that this field is not null for the asset line.

  • You must run this batch job manually if any asset line has this field blank due to Salesforce batch failures or limitations. Repeat this procedure until all such asset lines have this data fixed.
    Use the following script to execute this batch job manually.

    Set<Id> assetLineItemIds = new Set<Id>(); // Set of asset line items for which RBA needs to be updated
Integer batchSize = 1; // Set batch size according to the asset line item and related billing schedules record

Apttus_Billing.RemainingBillableAmountMigrationJob rbaMigrationjob; 

// Call this constructor if the remaining billable amount should be updated only for specific and eligible asset line items
rbaMigrationjob = new Apttus_Billing.RemainingBillableAmountMigrationJob(assetLineItemIds);

// Call this constructor if the remaining billable amount should be updated for all eligible asset line items
//rbaMigrationjob = new Apttus_Billing.RemainingBillableAmountMigrationJob();

Database.executeBatch(rbaMigrationjob, batchSize);
    CODE

    If this is not done, there could be errors with invoice runs for the regular asset line items.

For the new ALIs created after the installation of the June'23 package, Conga Billing automatically populates this field.