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

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 Summer 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 Summer 2020

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

Upgrading Billing Management from Winter 2019 to Summer 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 Summer 2020. These packages are required to utilize the new features and enhancements of Summer 2020.

    Product

    Package Version

    (Name | Number)

    Apttus Billing Management6.2.238 | 6.238
    Apttus Base Library1.1.93 | 1.93
    Apttus Quote/Proposal-Configuration Integration12.1.0328 | 12.328
    Apttus Configuration & Pricing12.1.1787 | 12.1787
    Apttus CPQ API1.0.0080 | 10.80
    Apttus Quote/Proposal-Asset Integration6.5.0014 | 6.14
    Apttus Proposal Management10.1.0221 | 10.221
    Apttus Contract Management11.1.0543 | 11.543
    Apttus Contract-Configuration Integration12.1.0132 |12.132
    Apttus Quote/Proposal-Contract Integration 9.1.0062 | 9.62
  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 Summer 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 Summer 2020 release, Invoice Generation Batch Size refers to the billing schedules to process them in one batch. Prior to Summer 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.

Also, ensure that you place validations in your current callback class to make sure that all the billing schedules are generated before you process them for invoice generation or tax calculation.