About Release Notes

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

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

  • What's New in Billing Management on Salesforce Summer 2020 User Guide or
  • What's New in Billing Management on Salesforce Summer 2020 Administrator Guide or
  • What's New in Billing Management on Salesforce Summer 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.

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

Product

Latest Certified Version

(Name | Number)

Apttus Billing Management (New)

6.2.238 | 6.238

Apttus Base Library (New)1.1.93 | 1.93
Apttus Quote/Proposal-Configuration Integration (New)12.1.0328 | 12.328
Apttus Configuration & Pricing  (New)12.1.1787 | 12.1787
Apttus CPQ API10.0.0080 | 10.80
Apttus Quote/Proposal-Asset Integration6.5.0014 | 6.14
Apttus Proposal Management (New)10.1.0221 | 10.221
Apttus Contract Management (New)

11.1.0543 | 11.543

Apttus Contract-Configuration Integration (New)12.1.0132 | 12.132
Apttus Quote/Proposal-Contract Integration (New)9.1.0062 | 9.62

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.
Browser
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 features are new to Apttus Billing Management on Salesforce in this release.

Processing Large Number of Invoices and Credit Memos

With this release, you can now process invoices with a large number of invoice line items. You can select a large number of invoices from the Invoice List page to process them. You can approve, cancel, and move multiple invoices back to draft. You can also generate credit memos for large invoices. Apttus Billing Management submits a batch job to process all the invoices. You can also generate invoice documents for a large number of invoice lines

Get Started

For more information, refer to Invoice Life Cycle in Billing Management on Salesforce Summer 2020 User Guide.

API to Create Direct Credit Memos Asynchronously

With this release, Apttus Billing Management introduces createDirectCreditMemosAysnc API. With this API, you can create credit memos for invoices with a large number of invoice line items.

Get Started

For more information, refer to Creating Direct Credit Memos Asynchronously in Billing Management on Salesforce Summer 2020 API Reference Guide.

API to retrieve Session Key

With docGenAPIUserKey() API, you can retrieve the session key. The session key is generated for the user credentials stored in the Merge Server API Credentials. You can use the session key in Merge Service generateDoc API to generate large invoice documents. 

Get Started

For more information, refer to Retrieving Session Key in Billing Management on Salesforce Summer 2020 API Reference Guide.

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 in Billing Management on Salesforce Summer 2020 User Guide.

Ability to Specify Batch Size for the Evergreen Refresh Job

With this release, a new custom setting - Evergreen Refresh Batch Size - is introduced that you can use to specify the number of evergreen asset line items to process in one batch.

Get Started

For more information, refer to Billing System Properties in Billing Management on Salesforce Summer 2020 Administrator Guide.

Enhancements

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 in Billing Management on Salesforce Summer 2020 Administrator Guide.

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.

ObjectFieldDescriptionSystem/UserNew/Changed
Invoice


Changed

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


Changed

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

UserChanged

AccountID of the associated account
Deprecated

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

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

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

Asset Line Item

ID of the associated asset line item


Deprecated

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

Billing IntervalThe billing interval
Deprecated

Cart Line ItemID of the associated cart line item
Deprecated

LocationID of the associated location
Deprecated

OrderID of the associated order
Deprecated

Order Line ItemID of the associated order line item
Deprecated

Preference LevelThe level associated with the billing preference
Deprecated

Resolved Issues

The following table lists the issues resolved in this release.

Case NumberApttus Internal IDDescription
00098677BIL-3065

For a large number of evergreen assets, Apttus Billing Management gave CPQ Time Out error. 

Resolution: A new system property, Evergreen Refresh Batch Size is introduced to specify the number of evergreen assets to process in one batch. For more information, refer to Billing System Properties

00100895BIL-3135Apttus Billing Management generated incorrect billing schedules if you performed asset-based action to change asset configuration. This issue was observed for evergreen bundle assets.
00102774BIL-3168Apttus Billing Management gave an error while creating Credit Memos using the Schedule Invoice Run feature.
00104025BIL-3194You could not rate usage inputs for evergreen usage products. This issue was observed if the Asset End Date was lower than today's date and billing schedules were already generated for the usage input date.


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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