This section provides information on upgrading Apttus Billing Management to the latest version from the previous two releases.

If you have not installed Apttus Billing Management, you can contact Apttus Support to request for an installation link, then perform the standard installation as described in Installing Apttus Billing Management.

Preparing for Upgrade

Before you upgrade to Billing Management on Salesforce Spring 2020, you must ensure the following:

You need not back up your configurations. All configurations you performed since you installed your existing release will remain intact after the upgrade.

Upgrading to Billing Management on Salesforce Spring 2020

This section describes step-by-step instructions to upgrade from Winter 2019 and Summer 2019 to Spring 2020. 

Upgrading Billing Management from Winter 2019 to Spring 2020

  1. Go to Setup > Installed Packages and ensure that your current Salesforce org has the following Winter 2019 packages installed.

    Product

    Package Version

    (Name | Number)

    Apttus Billing Management

    5.3.199 | 5.199

    Apttus Quote/Proposal-Configuration Integration 11.2.310 | 11.310
    Apttus Configuration & Pricing 11.2.1673 | 11.1673
    Apttus CPQ API1.0.0080 | 10.80
    Apttus Quote/Proposal-Asset Integration6.5.0014 | 6.14
    Apttus Proposal Management  9.1.0197 | 9.197
    Apttus Contract Management9.1.0397 | 9.397
    Apttus Contract-Configuration Integration 11.2.0122 | 11.122
    Apttus Quote/Proposal-Contract Integration  7.0.0031 | 7.31
  2. Ensure that you have the following packages and dependent packages to upgrade to Spring 2020. These packages are required to utilize the new features and enhancements of Spring 2020.

    Product

    Package Version

    (Name | Number)

    Apttus Billing Management6.1.219 | 6.219
    Apttus Base Library1.0.23 | 1.23
    Apttus Quote/Proposal-Configuration Integration11.2.0312 | 11.312
    Apttus Configuration & Pricing12.0.1712 | 12.1712
    Apttus CPQ API10.0.0080 | 10.80
    Apttus Quote/Proposal-Asset Integration6.5.0014 | 6.14
    Apttus Proposal Management9.2.0205 | 9.205
    Apttus Contract Management10.2.0491 | 10.491
    Apttus Contract-Configuration Integration11.2.0122 | 11.122
    Apttus Quote/Proposal-Contract Integration7.0.0031 | 7.31
  3. Perform the upgrade. The upgrade procedure is the same as the installation procedure. For detailed information on installing Billing Management managed packages, see Installing the Apttus Billing Management Packages.
  4. After the upgrade is complete, perform the Post-Installation Configurations

Upgrading Billing Management from Summer 2019 to Spring 2020

  1. Go to Setup > Installed Packages and ensure that your current Salesforce org has the following Summer 2019 packages installed.

    Product

    Latest Certified Version

    (Name | Number)

    Apttus Billing Management

    5.2.176 | 5.176

    Apttus Quote/Proposal-Configuration Integration 11.1.0290 | 11.290
    Apttus Configuration & Pricing 11.1.1563 | 11.1563
    Apttus CPQ API1.0.0080 | 10.80
    Apttus Quote/Proposal-Asset Integration6.5.0014 | 6.14
    Apttus Proposal Management8.4.0167 | 8.167
    Apttus Contract Management9.1.0397 | 9.397
  2. Ensure that you have the following packages and dependent packages to upgrade to Spring 2020. These packages are required to utilize the new features and enhancements of Spring 2020. 

    Product

    Package Version

    (Name | Number)

    Apttus Billing Management6.1.219 | 6.219
    Apttus Base Library1.0.23 | 1.23
    Apttus Quote/Proposal-Configuration Integration11.2.0312 | 11.312
    Apttus Configuration & Pricing12.0.1712 | 12.1712
    Apttus CPQ API10.0.0080 | 10.80
    Apttus Quote/Proposal-Asset Integration6.5.0014 | 6.14
    Apttus Proposal Management9.2.0205 | 9.205
    Apttus Contract Management10.2.0491 | 10.491
    Apttus Contract-Configuration Integration11.2.0122 | 11.122
    Apttus Quote/Proposal-Contract Integration7.0.0031 | 7.31
  3. Perform the upgrade. The upgrade procedure is the same as the installation procedure. For detailed information on installing Billing Management managed packages, see Installing the Apttus Billing Management Packages.
  4. After the upgrade is complete, perform the Post-Installation Configurations.

Performing Post-Upgrade

After you upgrade Apttus Billing Management to Spring 2020 release, ensure that you enter the value of Invoice Generation Batch Size in Billing System Properties to a large number. Apttus recommends setting it to 999. In the Spring 2020 release, Invoice Generation Batch Size refers to the billing schedules to process them in one batch. Prior to Spring 2020 release, Invoice Generation Batch Size referred to the number of accounts to process in one batch. If you set the value of the batch size to a small number, it will take a significant amount of time to process all the billing schedules. For example, if you had initially set Invoice Generation Batch Size as 2 and you upgrade to Spring 2020 release, Apttus Billing Management will process only 2 billing schedules at a time. At this rate, it will take a long time to process all the billing schedules. 

Processing of billing schedules for a single account may happen in multiple iterations. Ensure that you place validations in your current callback class to make sure that all the billing schedules are processed before you start invoice generation or tax calculation.