About Release Notes

Apttus Release Notes contain the following information about Billing Management Spring 2020 Release on Salesforce.

For more information on new features, enhancements, and document improvements refer to

  • What's New in Billing Management on Salesforce Spring 2020 User Guide or
  • What's New in Billing Management on Salesforce Spring 2020 Administrator Guide or
  • What's New in Billing Management on Salesforce Spring 2020 API Reference Guide
  • Packages: Lists packages that are required to upgrade to this release of the product
  • System Requirements and Supported Platforms: Lists requirements and recommendations for installing this release
  • New Features: Provides high-level descriptions of new features introduced in this release, with links to more detailed information
  • Enhancements: Provides high-level descriptions of enhancements to existing features
  • Data Model Changes: Lists changes to the data model
  • Resolved Issues: Lists customer-reported issues that are resolved in this release or known issues resolved from previous releases
  • Known Issues: Lists known issues that are applicable in this release

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.


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 guides. The packages marked as (New) are new packages in this release.


Latest Certified Version

(Name | Number)

Conga Base Library (New)1.0.23 | 1.23
Conga Billing (New)

6.1.219 | 6.219

Conga CLM Configuration Integration11.2.0122 | 11.122
Conga Configuration & Pricing (New)12.0.1712 | 12.1712
Conga Contract Lifecycle Management (New)10.2.0491 | 10.491
Conga CPQ Api10.0.0080 | 10.80
Conga Quote Asset Integration6.5.0014 | 6.14
Conga Quote CLM Integration7.0.0031 | 7.31
Conga Quote Configuration Integration (New)11.2.0312 | 11.312
Conga Quote Management (New)9.2.0205 | 9.205

Before installing or upgrading Apttus managed packages, you must review the dependency matrix for each managed package. You can refer to the package dependency matrix at Packages Dependency Matrix

System Requirements and Supported Platforms

The following table lists the minimum requirements for installing and using Apttus Billing Management.

System RequirementMinimum Supported Version
Operating SystemStandard Salesforce.com requirements. See Salesforce PDF.
Apttus supports the following browsers:
  • Google Chrome

Apttus recommends the latest stable version of the browser for the best performance.

Internet Explorer is not supported.

New Features

The following feature is new to Apttus Billing Management on Salesforce in this release.

Updated UI for Direct Credit Memo

Apttus Billing Management introduces a revamped UI for creating Direct Credit Memos. The new UI is built using Salesforce Lightning Web components. Using the new UI, you also have the ability to provide full credit on an invoice. 

Get Started

For more information, refer to Creating Credit Memos From Invoice.


The following section describes existing features that are changed (or are no longer supported) in this release.

Billing System Property: Invoice Generation Batch Size

The system property, Invoice Generation Batch Size now considers the batch size as the number of billing schedules to process in one batch. Earlier, it considered the number of accounts to process in one batch. Based on the Invoice Generation Batch Size, the Invoice Run batch job creates invoices and credit memos. 

Get Started

For more information, refer to Billing System Properties

Provide Full Credit with createDirectCreditMemos API

 createDirectCreditMemos API is enhanced with a new parameter, isFullCredit, using which you can provide full credit while creating direct credit memos. You can now set the entire available credit amount of all the invoice line items as the credit amount.

Get Started

For more information, refer to Creating Direct Credit Memos

Deprecated: Fields on Billing Preference

In this release, the following fields on the Billing Preference object are deprecated:

  • Preference Level
  • Billing Interval
  • Billing Day of Month
  • Additional Invoice CC Address
  • Allow Preference Override?
  • Allow Payment Term Override?
  • Order Line Item
  • Asset Line Item
  • Cart Line Item
  • Account
  • Location
  • Order

Deprecated: Combine with First Period Proration Treatment

In this release, the proration treatment, Combine with the First Period is deprecated. Now, Apttus Billing Management only supports Separate Period as a proration treatment. 

Data Model Changes

The following objects and fields are introduced to or changed in the system or data model in this release.



KeyKey used for grouping line items in an invoice run result.SystemNew
Credit Memo


KeyKey used for grouping line items in an invoice run result.SystemNew
Billing Preference


AccountID of the associated account

Additional Invoice CC AddressA comma-separated list of additional email addresses to copy the invoice to.

Allow Payment Term Override?Indicates whether payment term may be overridden at lower levels

Allow Preference Override?Indicates whether preference may be overridden at lower levels

Asset Line Item

ID of the associated asset line item


Billing Day of MonthThe billing day of the month. Specific Day of Month, Account Creation Day, First Order Day, End of Month, etc.

Billing IntervalThe billing interval

Cart Line ItemID of the associated cart line item

LocationID of the associated location

OrderID of the associated order

Order Line ItemID of the associated order line item

Preference LevelThe level associated with the billing preference

Resolved Issues

There are no resolved issues in this release. 

Known Issues

The following table list the known issue in this release.

Apttus Internal IDDescription
BIL-2945Billing Plan on Cart feature is not available using the Asset Manager Flow.

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