In these release notes, you can find packages, requirements, features, enhancements, fixed issues, and known issues for the Billing May '22 release. For documentation updates, see What's New in Billing Documentation.

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

You can register your org for the 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 also ensures all the Conga published managed packages are on the latest versions for your registered orgs. For more information, see Registering for Conga Push Upgrade.

For more information on installing Conga managed packages, refer to Installing Conga Billing. For more information on upgrading Conga managed packages, refer to Upgrading Conga Billing.

System Requirements and Supported Platforms

For information pertaining to the requirements and recommendations you must consider before you proceed with the installation of the Conga product, see System Requirements and Supported Platforms Matrix.

New Features

The following feature is new to Conga Billing in this release.

Introducing Terminate Assets REST API

You can invoke this API for calculating the refund amount on asset termination. When a user cancels an asset line item, CPQ calls Billing to calculate the exact amount to be refunded. This Billing API receives a list of asset line item IDs with their termination date and in response sends termination information for each asset line item. 

For more information, see Billing Management REST APIs.

Enhancements

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

Capture Forecasting Status

When you execute the Forecast API (asynchronous), you can now see the forecast status and final forecast result. If there is a failure or partial failure of the Forecast API, a corresponding message is displayed in the Forecasted Billing Options related list. The Status and Message fields are now added to the Forecasted Billing Options object to capture the forecast status and messages.

For more information, see Forecast Billing Schedules.

Enhanced Invoice Generation at Account Location

When you update the location of an asset line item on the Cart, the updated location now reflects on the asset line item, billing schedules, and invoice line items. When the Invoice Separately ? field is set to True at the account location level, if you update the location of assets (especially for recurring type of products), Conga Billing generates an invoice with the updated location for the specified asset line items.

For more information, see Changing Billing Schedules when you change the Location of an Asset.

Support Delayed Usage for Invoiced Period When Wallet is Linked to Usage Products

Conga Billing supports delayed usage for already invoiced period when a wallet is linked to a usage product. When you create usage inputs and process them for a period that is already invoiced, Billing creates a new billing schedule with start date and end date as the usage date.

For more information, see Usage Schedule.

Data Model Changes

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

Fixed Issues

The following table lists the issue fixed in this release. If any actions are required, they will be listed in this table.

Known Issues

There are no known issues in this release.

DOC ID: BILMAY22RN20220406