In these release notes, you can find packages, requirements, features, enhancements, fixed issues, and known issues for the Billing May22.07.22 release. For documentation updates, see What's New in Billing Documentation.

This documentation may contain descriptions of software features that are optional and for which you may not have purchased a license. As a result, your specific software solution and/or implementation may differ from those described in this document. Please contact your CSM or AE for information on your specific features and licensing.

Packages 

The following packages and dependent packages are required to upgrade to this release to utilize all the new features of this release. These are the minimum required versions; later versions are also supported. Separate prerequisites for each feature can be found in the respective sections. The packages marked as (New) are new packages in this release.

You can register your org for the Conga Push Upgrade. Conga Push Upgrade is an automated tool that upgrades packages available in your Salesforce org (Production or Sandbox) to the latest versions. In addition, it also ensures all the Conga published managed packages are on the latest versions for your registered orgs. For more information, see Registering for Conga Push Upgrade.

Product

Latest Certified Version

(Name | Number)

Conga Base Library (New)3.0.233.1 | 3.233.1
Conga Billing (New)

8.0.296.2 | 8.296.2

Conga CLM Configuration Integration14.0.0173 | 14.173
Conga Configuration & Pricing (New)14.0.1995.20 | 14.1995.20
Conga Contract Lifecycle Management (New)

13.0.669.3 | 13.669.3

Conga CPQ API13.2.0127 | 13.127
Conga Quote Asset Integration6.5.0014 | 6.14
Conga Quote CLM Integration (New)11.0.0079.2 | 11.79.2
Conga Quote Configuration Integration (New)14.0.0391.3 | 14.391.3
Conga Quote Management (New)12.0.0256.3 | 12.256.3

For more information on installing Conga managed packages, refer to Installing Conga Billing. For more information on upgrading Conga managed packages, refer to Upgrading Conga Billing.

System Requirements and Supported Platforms

For information pertaining to the requirements and recommendations you must consider before you proceed with the installation of the Conga product, see System Requirements and Supported Platforms Matrix.

New Features

The following feature is new to Conga Billing in this release.

Configure Forecast Batch Size

You can now configure the batch size for forecast generation. You must create a custom field (Number type) in Billing System Properties with the API name as ForecastGenerationBatchSize__c and enter a value for this field (maximum value is 2000). When the forecasting job is executed using the Apttus_Billing.BillingService.forecastBilling(proposal.Id, false) API in asynchronous mode, the Billing logic generates forecast in batches with the batch size configured in this custom field.

For more information, see Configuring the Forecast Batch Size and Billing System Properties.

Enhancements

There are no enhancements in this release.

Data Model Changes

There are no data model changes in this release.

Fixed Issues

The following table lists the issues fixed in this release. If any actions are required, they will be listed in this table.

Case NumberConga Internal IDDescription
00793743BIL-3706

Conga Billing is not automatically approving credit memos after Invoice Run creates them. The credit memos remain in Draft status instead. This issue occurs when you are using Invoice Run with Run Type=Immediate, and have selected Auto Approve Credit Memos on the Invoice Run.

00800480BIL-3703

When you are generating a billing forecast for 6000+ lines, Conga Billing displays an error.

Resolution Info: You must create a custom field with the API name as ForecastGenerationBatchSize__c in Billing System Properties. When the forecasting job is executed using the Apttus_Billing.BillingService.forecastBilling(proposal.Id, false) API in asynchronous mode, the Billing logic generates forecast in batches with the batch size configured in this custom field.

00798476BIL-3676

Conga Billing does not create tax breakups in the current run if there was a failure with reference to tax calculation in the previous run. However, Conga Billing updates the tax on the invoice for the current run.

00798029BIL-3673

When performing Credit and Rebill, Conga Billing updates the billing schedule to Pending Billing but the usage schedule remains at Invoiced or Pending Invoiced. Because of this, you cannot perform rating on newly-created usage inputs after credit and rebill.

Known Issues

There are no known issues in this release.

DOC ID: BILMAY22PRN20220722