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Download page Conga Billing for Salesforce October '24 Release Notes.
Conga Billing for Salesforce October '24 Release Notes
In these release notes, you can find packages, requirements, new features and enhancements, and fixed and known issues for the Billing October '24 release. For documentation updates, see What's New in Billing Documentation.
This documentation may describe optional features for which you have not purchased a license; therefore your solution or implementation may differ from what is described here. Contact your customer success manager (CSM) or account executive (AE) to discuss your specific features and licensing.
To access the learning path, including overviews and demonstrations of this release’s updated features and enhancements, visit the Conga Learning Center.
Packages
The following packages and dependencies are required to upgrade to this release and use its new features. These are the minimum required versions; later versions are also supported. Prerequisites for each feature can be found in its documentation. Packages marked (New) are new for this release.
You can register your org for Conga Push Upgrade. Conga Push Upgrade is an automated tool that upgrades packages available in your Salesforce org (production or sandbox) to the latest versions. In addition, it ensures that all the Conga published managed packages are on the latest versions for your registered orgs. For more information, see Registering for Conga Push Upgrade.
Package | Latest Certified Version | |
---|---|---|
Name | Number | |
Conga Base Library (New) | 5.2.269 | 5.269 |
Conga Quote Configuration Integration (New) | 16.2.0414 | 16.414 |
Conga Configuration & Pricing (New) | 16.2.2144 | 16.2144 |
Conga CPQ API | 16.0.0136.1 | 16.136.1 |
Conga Quote Asset Integration | 6.5.0015 | 6.15 |
Conga Quote Management (New) | 14.2.0269 | 14.269 |
Conga Contract Lifecycle Management (New) | 15.2.770 | 15.77 |
Conga CLM Configuration Integration (New) | 16.2.0192 | 16.192 |
Conga Quote CLM Integration (New) | 13.1.0086 | 13.86 |
Conga Billing (New) | 10.2.409 | 10.409 |
System Requirements and Supported Platforms
For requirements and recommendations to consider before installing the Conga product suite, see the System Requirements and Supported Platforms Matrix.
New Features and Enhancements
The following features are new to Conga Billing in this release.
New Custom Settings to Support the Currency Fields for Billing Objects
Conga Billing now provides a flexible setting in the billing system properties enabling you to choose the decimal precision for billing objects from Salesforce or billing custom settings.
For more information, see Configuring Currency Precision Choice for Multi-currency Organizations
Usage Products - Behavior of Billing Schedules and Usage Inputs After an Amendment
When a Usage asset line is subjected to an amendment and is initiated for billing, the billing schedules and usage inputs now display the updated behavior when the price or other data related to the billing schedules is changed as a part of the amendment operation.
For more information, see Understanding the Behavior of Billing Schedules and Usage Inputs After an Amendment.
Displaying Currencies and Currency Symbols from the Transaction Source
The currencies and currency symbols on the billing plan creation page are now displayed from the transaction source (Proposal, Order, or Line Item currency field). In the absence of a transactional source, this information is fetched from the organizational corporate currency.
Support to Split Single or Multiple Invoices Using an API
You can split single or multiple invoices by calling the Apttus_Billing.BillingService.createSplitInvoices API. You have an option to choose between split by amount or split by percentage methods.
For more information, see Splitting Invoices Using an API.
Personalization of Chekboxes and Other Fields on the Invoice Run and Credit Memo Pages
Billing now supports the personalization of the checkboxes and other fields available on the Invoice Run and Credit Memo pages. The admin can now personalize the checkboxes to be selected or unselected, and other available fields to have a specific value, by default. This functionality is supported when the invoice Run Type is Immediate on the Invoice Run page.
For more information, see Configuring Admin Entries.
Data Model Changes
The following objects and fields are introduced to or changed in the system or data model in this release.
Object | Field | Description | System/User | New/Changed |
---|---|---|---|---|
Billing System Properties | System | Changed | ||
Billing Multi Currency Management | Indicate which currency management system Billing will use in a multi-currency environment. Valid values are: Conga or Salesforce | User | New |
Fixed Issues
There are no fixed issues in this release.
Known Issues
The following unresolved issues are known to Conga at the time of this release.
Conga Internal ID | Description |
---|---|
MAF-1816 | While generating forecast for recurring or a standalone product with a One-time cancelled line item, the application displays the following null pointer exception message, causing the Forecast Billing API to fail:
Resolution The Forecast logic is updated so that no forecast billing schedule is generated for a One-time asset that is cancelled mid-term. |
MAF-1813 | The Split Invoices API is not working in async mode. |
MAF-1800 | While amending an asset with USD 0.00 as net price, the billing schedule generation fails with the following error message:
Resolution The internal logic is updated to set the Remaining Billable Amount to 0.00 before it is used for calculation during asset based ordering (ABO) operations. |