Conga Release Notes contain the following information about Billing Winter '20 Release on Salesforce.

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

  • What's New in Billing Management Winter 2020 User Guide or
  • What's New in Billing Management Winter 2020 Administrator Guide or
  • What's New in Billing Management Winter 2020 API Reference Guide
  • What's New in Billing Management Winter 2020 REST API 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)

Conga Billing (New)

6.3.251 | 6.251

Conga Base Library (New)1.2.123 | 1.123
Conga Quote Configuration Integration (New)12.2.0344 | 12.344
Conga Configuration & Pricing  (New)12.2.1839 | 12.1839
Conga CPQ API10.0.0080 | 10.80
Conga Quote Asset Integration6.5.0014 | 6.14
Conga Quote Management (New)10.2.0227 | 10.227
Conga Contract Lifecycle Management (New)

11.2.0582 | 11.582

Conga CLM Configuration Integration (New)12.2.0146 | 12.146
Conga Quote CLM Integration 9.1.0062 | 9.62

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.

Ability to Apply Partial Payments

With this release, Conga Billing introduces the ability to apply a payment partially to an invoice. 

Get Started

For more information, refer to Payments in Billing Management Winter 2020 User Guide.

Ability to Filter Invoice Line Items on Direct Credit Memo UI

You can now filter invoice line items based on Asset Line Items and Invoice Line Item filters while creating a direct credit memo. 

Get Started

For more information, refer to Direct Credit Memo From Invoice in Billing Management Winter 2020 User Guide.


Enhancements

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

Ability to Auto-Apply Credit Memo only for Auto-Approved Credit Memos

While creating a Direct Credit Memo, the setting Auto-Apply Credit to Invoice is now available for selection only if you set Auto Approve as true.

Get Started

For more information, refer to Direct Credit Memo From Invoice in Billing Management Winter 2020 User Guide.

Intuitive Error Message While Moving an Invoice to Draft Stage

If you attempt to move an Invoice to Draft Stage, an intuitive error message is displayed that explains why you cannot move the invoice to draft stage. This error message is displayed when you are moving an invoice that was created by performing asset amendments. 

Get Started

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

Ability to Generate Credit Memo for Selected Line Items from Large Invoice

With this release, you can now use the Credit Memo filters and narrow down the list of invoice line items. Earlier, if you clicked Generate Credit Memo for a large invoice, you would receive Apex CPU Time Limit Exception error on the Credit Memo page. If the total line items selected is less than 6500, you can generate a direct credit memo. 

Get Started

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

Forecast Billing Schedule Button on Quote/Proposal

The button, Forecast Billing Schedule is now available as part of the Conga Billing package. Administrators do not need to configure a button to view forecast billing schedules. 

Get Started

For more information, refer to Forecast Billing Schedules and Billing Summaries on the Proposal and Forecast Billing Schedules for Usage and Evergreen Products iBilling Management Winter 2020 User Guide

Deprecated System Property: Simple Discount BS Generation

The system property, Simple Discount BS Generation is deprecated from this release. Conga recommends that you use CPQ Installed Product Setting, Apply Adj to Current Contract Term instead. 

Get Started

For more information, refer to Billing System Properties in Billing Management Winter 2020 Administrator Guide.

Deprecated Page: ShowForecastSchedules

The VF page, ShowForecastSchedules is now deprecated. To view forecast billing schedules, you must use ShowForecastBilling VF page. 

Data Model Changes

There are no data model changes in this release. 

Resolved Issues

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

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

Known Issues

The following table lists the known issue in this release.

Conga Internal IDDescription
BIL-3289Order activation fails when you co-terminate two assets simultaneously.