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Conga Billing September '22 Release Notes
In these release notes, you can find packages, requirements, features, enhancements, fixed issues, and known issues for the Billing September '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 Upgrade Program. Conga Upgrade Program 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 Upgrade Program.
| Product | Latest Certified Version Name | Latest Certified Version Number |
|---|---|---|
| Conga Base Library (New) | 3.1.238 | 3.238 |
| Conga Billing (New) | 8.1.299 | 8.299 |
| Conga CLM Configuration Integration (New) | 14.1.0176 | 14.176 |
| Conga Configuration & Pricing (New) | 14.1.2038 | 14.2038 |
| Conga Contract Lifecycle Management (New) | 13.1.683 | 13.683 |
| Conga CPQ API (New) | 14.1.0130 | 14.130 |
| Conga Quote Asset Integration | 6.5.0014 | 6.14 |
| Conga Quote CLM Integration (New) | 11.1.0082 | 11.82 |
| Conga Quote Configuration Integration (New) | 14.1.0394 | 14.394 |
| Conga Quote Management (New) | 12.1.0261 | 12.261 |
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.
Upgrade Notes
For more information on the prerequisites and post-upgrade tasks, see Upgrading Conga Billing.
Before you upgrade the Conga Billing packages in your org to September '22 release, please note the following points:
- If you are upgrading from December '21 or May '22, you must stop using the custom field in Billing System Properties with the API name as ForecastGenerationBatchSize__c, which you may have created to configure the forecast generation batch size. Instead of the custom field, you must use the custom setting Forecast Generation Batch Size in Billing System Properties, which is available as a part of the Conga Billing managed package.
- If you are upgrading from a release older than Summer '21, you can directly start using the Forecast Generation Batch Size custom setting in Billing System Properties, which is available as a part of the Conga Billing managed package.
New Features
The following feature is new to Conga Billing in this release.
Configure Forecast Batch Size
Conga Billing introduces a new setting Forecast Generation Batch Size in Billing System Properties, which is available as a part of the Conga Billing managed package. You can use this setting to configure the batch size for forecast generation (maximum value is 2000). When the forecasting job is executed using the Apttus_Billing.BillingService.forecastBilling(proposal.Id, false) API in asynchronous mode, the Billing logic generates forecast in batches with the batch size configured in the custom setting (Forecast Generation Batch Size).
For more information, see Billing System Properties.
Enhancements
There are no enhancements in this release.
Data Model Changes
There are no data model changes in this release.
Fixed Issues
The following table lists the issues fixed in this release. If any actions are required, they will be listed in this table.
| Case Number | Conga Internal ID | Description |
|---|---|---|
| 00793743 | BIL-3707 | Conga Billing is not automatically approving credit memos after Invoice Run creates them. The credit memos remain in Draft status instead. This issue occurs when you are using Invoice Run with Run Type=Immediate, and have selected Auto Approve Credit Memos on the Invoice Run. |
| 00800480 | BIL-3704 | When you are generating a billing forecast for 6000+ lines, Conga Billing displays an error. Resolution Info: You must use the setting Forecast Generation Batch Size in Billing System Properties, which is available as a part of the Conga Billing managed package. When the forecasting job is executed using the Apttus_Billing.BillingService.forecastBilling(proposal.Id, false) API in asynchronous mode, the Billing logic generates forecast in batches with the batch size configured in this custom field. |
| 00798476 | BIL-3677 | Conga Billing does not create tax breakups in the current run if there was a failure with reference to tax calculation in the previous run. However, Conga Billing updates the tax on the invoice and credit memo for the current run. |
| 00798029 | BIL-3674 | When performing Credit and Rebill, Conga Billing updates the billing schedule to Pending Billing but the usage schedule remains at Invoiced or Pending Invoiced. Because of this, you cannot perform rating on newly-created usage inputs after credit and rebill. |
| 00781436 | BIL-3656 | On terminating an asset, Conga Billing does not generate a negative billing schedule to refund the full amount. |
Known Issues
There are no known issues in this release.
DOC ID: BILSEP22RNREVA20220909