About Release Notes

Apttus Release Notes contain the following information about Merge Service Summer 2019 Release on Salesforce. All implementations will need to have the Comply System properties, however, unless you have installed the Apttus Proposals Management package you do not need Proposal System properties.

• Packages: Lists packages that are required to upgrade to this release of the product
• 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
• 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.

Merge Service Release Configuration

By default, your production org references the GA version of Merge Service. If you had previously configured Merge Service for pre-release, you will need to change some settings to use the GA version of Merge Service. All Merge Service implementations need to have the Comply System properties. You need to configure Proposal System properties if you have installed the Apttus Proposals Management package.

Use the following URLs to upgrade to the release version of Merge Service:

• Merge Webservice Endpoint: https://mergews.apttus.net/cgi-bin/MergeServer/Bin/mmcgi.exe
• Remote Site: https://mergews.apttus.net

The following configurations allow you to change your Merge Service or remote site settings:

To change your Merge Service setting

• For Comply System Properties

1. Go to Setup > App Setup > Develop > Custom Settings.

2. Click Manage for Comply System Properties.
3. Click System Properties and the Merge Webservice Endpoint setting is displayed.
4. Change the setting to the merge webservice endpoint URL listed above or another URL provided by Apttus and click Save.
   

• For Proposal System Properties

1. Go to Setup > App Setup > Develop > Custom Settings
2. Click Manage for Proposal System Properties.
3. Click System Properties and the Merge Service Endpoint setting is displayed.
4. Change the setting to the merge webservice endpoint URL listed above or another URL provided by Apttus and click Save.

To change your Remote Site setting

1. Go to Setup > Security Controls > Remote Site Settings.
2. Click Edit for ApttusMergeServer.
3. Change the Remote Site URL to the remote site URL listed above or another URL provided by Apttus and click Save.
4. Click Save.

If you would like to be engaged in our Pre-Release program for Merge Service, please reach out to your assigned CSM for details.

New Features

The following features are new to Merge Service in this release.

Generating Metadata

Merge Service provides column information (Table, RowHeader, or FieldHeader) for each table in metadata irrespective of the table position and the unavailability of data in Contract Management. This allows X-Author for Contracts to use column information to sync agreement documents. 

Emailing Multiple Agreement Documents

Merge Service supports emailing multiple agreement documents with document protection to more than one reviewer.

Get Started

For details on how to send multiple agreement documents through email, refer to Emailing Multiple Agreement Documents in Contract Management on Salesforce Summer 2019 User Guide and Scheduling Expiration Date for Email Downloadable Link in Contract Management on Salesforce Summer 2019 Administrator Guide.

Providing Metadata 

Merge Service provides the Agreement ID, Review Cycle ID, and Reviewer's Email ID metadata response to Contract Management for an agreement document in the review.

Sending Multiple Documents for Review

Merge Service supports sending multiple documents for review in one email.

Get Started

For details on how to send multiple agreement documents for review, refer to Sending an Agreement Document for Parallel Review in Contract Management on Salesforce Summer 2019 User Guide.

Prefixing Currency Symbol for Currency Related Fields

Merge Service supports the capability to not prefix currency symbol in the multicurrency enabled org according to the APTS_DoNotPrefixCurrency admin entry value in Contract Management and Enable Formatting value in X-Author for Contracts. The following table helps you understand in which conditions the currency symbol is appended before the currency-related fields in the generated document:

Note

In the following table, N/A refers to not applicable. The APTS_DoNotPrefixCurrency admin entry value is only considered when the multicurrency for the org is enabled and the Enable Formatting Value is set to false.

Get Started

For details on the APTS_DoNotPrefixCurrency product setting, refer to Admin Objects in Contract Management on Salesforce Summer 2019 Administrator Guide. For more details on how to enable formatting, refer to Creating New Template Versions and Checking In Template Versions in X-Author Contracts on Salesforce Summer 2019 User Guide.

Enhancements

There are no enhancements in this release.

Resolved Issues

The following table lists the issues resolved in this release.

Known Issues

The following table provides the cumulative list of known issues up to this release.

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DOC ID: MSSFSUM19RNREVA20190730