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This release note contains the following information about Billing Spring '21 Release on Salesforce.

  • 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

For more information on new features, enhancements, and document improvements refer to What's New in Billing Documentation.

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.

Product

Latest Certified Version

(Name | Number)

Conga Billing (New)

7.1.262 | 7.262

Conga Base Library (New)2.0.1250 | 2.150
Conga Quote Configuration Integration (New)13.0.0354 | 13.354
Conga Configuration & Pricing  (New)13.0.1882 | 13.1882
Conga CPQ API (New)13.0.0120 | 13.120
Conga Quote Asset Integration6.5.0014 | 6.14
Conga Quote Management (New)11.0.0242 | 11.242
Conga Contract Lifecycle Management (New)

12.0.0605 | 12.605

Conga CLM Configuration Integration (New)13.0.0154 | 13.154
Conga Quote CLM Integration (New)10.0.0069 | 10.69

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

System Requirements and Supported Platforms

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

System RequirementMinimum Supported Version
Operating SystemStandard Salesforce.com requirements. See Salesforce PDF.
Browser
Conga supports the following browsers:
  • Google Chrome
  • Microsoft Edge Chromium 

Conga 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 Conga Billing in this release.

Generating Billing Schedules on Order Creation 

With this release, Conga Billing provides the capability to initiate billing on order creation. You can now generate billing schedules as soon as your order is created. 

Get Started

For more information, refer to Billing on Order Creation.

Ability to Apply Discount on Entire Contract Term

With this release, Conga Billing introduces Single Transaction Adjustment flag, using which you can apply the discount on the entire contract term instead of the asset term. 

Get Started

For more information, refer to Calculating Billing Amount based on the Contract Term.

Enhancements

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

Sending Invoice Emails for Approved Invoices Only 

Conga Billing has now added validation on sending invoice emails. You can now send invoice emails for invoices with Status as Approved. 

Get Started

For more information, refer to Sending an Invoice Email.

Limited Support for Ready for Billing Date Field for Existing Implementations 

In this release, Conga Billing provides limited support for existing customers that have already implemented use cases leveraging the Ready for Billing Date. This field is not meant for new implementations.

If you are using Ready for Billing Date, consider the following guard rails: 

  • If your new order starts from 1/1/2020 and ends on 12/31/2020, and you do not perform inflight order changes, your Ready for Billing Date must be set as 1/1/2020. This is to ensure that your billing amount tallies with the invoiced amount. If you do not set your Ready for Billing Date as 1/1/2020, the billing amount will be calculated incorrectly after you perform Asset-based Operations. 
  • If your new order starts from 1/1/2020 and ends on 12/31/2020, and you perform inflight order changes on 1/12/20, then ensure that you set your Ready for Billing Date as 1/12/2020. This is to ensure that your billing amount tallies with your invoiced amount.   
  • If your Asset-based Order starts from 3/15/2020 and you do not perform any inflight changes, your Ready for Billing Date must be as 3/15/2020. This is to ensure that your billing amount tallies with your invoiced amount. 
  • If your Asset-based Order starts from 3/15/2020 and you perform an inflight order change on 3/20/20, your Ready for Billing Date must be set as 3/20/2020.This is to ensure that your billing amount tallies with your invoiced amount. 

If the Ready for Billing Date is different from the Asset Start Date and you have performed multiple Asset-based Operations, the total amount of all the invoiced schedules will not match the Asset TCV. 

Conga recommends that you do not use the Ready for Billing Date field for new customer implementations. 

Data Model Changes

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

ObjectFieldsDescriptionSystem/UserNew/Changes
Billing Preference


Changed

Billing Day of Week

The billing day of the week. This field indicates the starting day of week to align your billing schedules. 

In Spring 2021, do not use this object, which is added in preparation of future functionality.

UserNew

Resolved Issues

The following table lists the issue resolved in this release.

Case NumberConga Internal IDDescription
00212930BIL-1324

You could send invoice emails for invoices with Status as Draft or Draft Obsolute. This issue is now resolved. 

You can now send invoice emails only for Approved Invoices. 

The following table lists the known issue resolved from the previous release.

Conga Internal IDDescription
BIL-3289Order activation failed when you co-terminated two assets simultaneously. 

Known Issues

There are no known issues in this release.

DOC ID: BILSPR21RNREVA20210610