This section provides information for upgrading Order Management to the latest version from the previous two releases.

If you have not installed Apttus Order Management, you can contact Apttus Support to request an installation link, then perform the standard installation as described in Installing Order Management.

Preparing for Upgrade

Before you upgrade to Order Management on Salesforce Summer 2020, you must ensure the following:

Upgrading to Order Management on Salesforce Summer 2020

This section describes step-by-step instructions to upgrade from Winter 2019 and Spring 2020 to Summer 2020.

Upgrading Order Management from Spring 2020 to Summer 2020

  1. Go to Setup > Installed Packages and ensure that your current Salesforce org has the following Spring 2020 packages installed.

    Product

    Version Name | Version Number

    Apttus Order Management1.0.0000 | 1.0
    Apttus Approvals Management
    (Required if you are using Approvals)
    11.0.0115 | 11.115
    Apttus Base Package1.0.40 | 1.40
    Apttus Configuration & Pricing

    12.0.1719 | 12.1719

    Spring 2020

    Apttus Contract Management11.0.0519 | 11.519
    Apttus Contract-Configuration Integration
    (Required if you are using CLM)
    12.0.0130 | 12.130
    Apttus CPQ API12.0.0100 | 12.100
    Apttus CPQ Admin
    (Required if you are using CPQ Admin Console)
    12.0.54 | 12.54
    Apttus CPQ Approvals Management
    (Required if you are using Approvals on CPQ objects)
    11.0.0016 | 11.16
    Apttus Order Management1.0.0000 | 1.0
    Apttus Promotion Management 
    (Required if you are using Promotions)
    1.0.0000 | 1.0
    Apttus Proposal Management
    (Required if you are using Proposal Management)
    10.0.0210 | 10.210
    Apttus Quote/Proposal Approvals Management6.5.0004 | 6.4
    Apttus Quote/Proposal-Asset Integration6.5.0014 | 6.14

    Apttus Quote/Proposal-Contract Integration

    9.0.0055 | 9.55
    Apttus Quote/Proposal-Configuration Integration
    (Required if you are using CPQ and Proposal Management)
    12.2.0324 | 12.324
  2. Ensure that you have the following packages and dependent packages to upgrade to Summer 2020. These packages are required to utilize the new features and enhancements of Summer 2020.

    Product

    Version Name | Version Number

    Apttus Order Management1.0.0000 | 1.0
    Apttus Approvals Management
    (Required if you are using Approvals)
    11.1.0136 | 11.136
    Apttus Base Package1.1.77 | 1.77
    Apttus Configuration & Pricing

    12.1.1751 | 12.1751

    Summer 2020

    Apttus Contract Management11.1.0532 | 11.532
    Apttus Contract-Configuration Integration
    (Required if you are using CLM)
    12.0.0130 | 12.130
    Apttus CPQ API12.1.0101 | 12.101
    Apttus CPQ Admin
    (Required if you are using CPQ Admin Console)
    12.1.61 | 12.61
    Apttus CPQ Approvals Management
    (Required if you are using Approvals on CPQ objects)
    11.0.0016 | 11.16
    Apttus Promotion Management 
    (Required if you are using Promotions)
    1.0.0000 | 1.0
    Apttus Proposal Management
    (Required if you are using Proposal Management)
    10.1.0221 | 10.221
    Apttus Quote/Proposal Approvals Management6.5.0004 | 6.4
    Apttus Quote/Proposal-Asset Integration6.5.0014 | 6.14

    Apttus Quote/Proposal-Contract Integration

    9.1.0057 | 9.57
    Apttus Quote/Proposal-Configuration Integration
    (Required if you are using CPQ and Proposal Management)
    12.1.0325 | 12.325
  3. Perform the upgrade. The upgrade procedure is the same as the installation procedure. 
  4. After the upgrade is complete, perform the post-upgrade tasks.

Upgrading Order Management from Winter 2019 to Summer 2020

  1. Go to Setup > Installed Packages and ensure that your current Salesforce org has the following Winter 2019 packages installed.

    Product

    Version Name | Version Number

    Apttus Order Management1.0.0000 | 1.0
    Apttus Approvals Management
    (Required if you are using Approvals)
    9.0.0015 | 9.15
    Apttus Configuration & Pricing

    11.1.1603 | 11.1603

    Winter 2019

    Apttus Contract Management9.3.0432 | 9.432
    Apttus Contract-Configuration Integration
    (Required if you are using CLM)
    11.0.0120 | 11.120
    Apttus CPQ API11.0.0091 | 10.91
    Apttus CPQ Admin
    (Required if you are using CPQ Admin Console)
    11.1.39 | 11.39
    Apttus CPQ Approvals Management
    (Required if you are using Approvals on CPQ objects)
    9.0.0000 | 9.0
    Apttus Order Management1.0.0000 | 1.0
    Apttus Promotion Management 
    (Required if you are using Promotions)
    1.0.0000 | 1.0
    Apttus Proposal Management
    (Required if you are using Proposal Management)
    9.1.0197 | 9.197
    Apttus Quote/Proposal Approvals Management6.5.0004 | 6.4
    Apttus Quote/Proposal-Asset Integration6.5.0014 | 6.14

    Apttus Quote/Proposal-Contract Integration

    8.1.0052 | 8.52
    Apttus Quote/Proposal-Configuration Integration
    (Required if you are using CPQ and Proposal Management)
    11.1.0297 | 11.297
  2. Ensure that you have the following packages and dependent packages to upgrade to Summer 2020. These packages are required to utilize the new features and enhancements of Summer 2020.

    Product

    Version Name | Version Number

    Apttus Order Management1.0.0000 | 1.0
    Apttus Approvals Management
    (Required if you are using Approvals)
    11.1.0136 | 11.136
    Apttus Base Package1.1.77 | 1.77
    Apttus Configuration & Pricing

    12.1.1751 | 12.1751

    Summer 2020

    Apttus Contract Management11.1.0532 | 11.532
    Apttus Contract-Configuration Integration
    (Required if you are using CLM)
    12.0.0130 | 12.130
    Apttus CPQ API12.1.0101 | 12.101
    Apttus CPQ Admin
    (Required if you are using CPQ Admin Console)
    12.1.61 | 12.61
    Apttus CPQ Approvals Management
    (Required if you are using Approvals on CPQ objects)
    11.0.0016 | 11.16
    Apttus Promotion Management 
    (Required if you are using Promotions)
    1.0.0000 | 1.0
    Apttus Proposal Management
    (Required if you are using Proposal Management)
    10.1.0221 | 10.221
    Apttus Quote/Proposal Approvals Management6.5.0004 | 6.4
    Apttus Quote/Proposal-Asset Integration6.5.0014 | 6.14

    Apttus Quote/Proposal-Contract Integration

    9.1.0057 | 9.57
    Apttus Quote/Proposal-Configuration Integration
    (Required if you are using CPQ and Proposal Management)
    12.1.0325 | 12.325
  3. Perform the upgrade. The upgrade procedure is the same as the installation procedure.
  4. After the upgrade is complete, perform the post-upgrade tasks.

Performing the Post-Upgrade Tasks

Refer to the topic Upgrading Apttus CPQ in the CPQ on Salesforce Administrator Guide for information on required post-upgrade tasks.