Background Process Settings

Use these custom fields in the Background Process Settings custom setting to change the behavior of background processes in Billing Central such as activating contracts, creating billing schedules, creating billing documents, and completing billing documents. These settings determine the behavior of both Queueable Apex and Batch Apex processes. For more information about Batch Apex and Queueable Apex, see Background Processes and the Salesforce Help.

Custom Field

Description
Activate Contract: Queue Size Maximum number of contracts to be processed in a single queue when activating contracts. This setting is only used when Activate Contract: Use Queueable is selected.
Activate Contract: Scope Size Maximum number of contracts to be activated in one go.
Activate Contract: Use Queueable

Indicates whether Queueable Apex is used instead of Batch Apex when activating contracts. When selected, enter a value for Activate Contract: Queue Size and Activate Contract: Scope Size. When cleared, enter a value for Activate Contract: Scope Size. For information about Batch Apex and Queueable Apex, see Background Processes, and the "Batch Apex" and "Queueable Apex" topics in the Salesforce Developer Documentation.
Amend Prices for Contracts: Queue Size

Maximum number of contracts amended in a single queue. For more information about the Queue Size and Scope Size values, see Queueable Apex.

Note:

There is no Use Queueable field for the background process to amend prices because it never runs using Batch Apex; it always runs using Queueable Apex.

Amend Prices for Contracts: Scope Size

Maximum number of contracts amended in a single execution context inside a queue. For example, if Queue Size=500 and Scope Size=50 the resulting queue will comprise 10 execution contexts each handling 50 contracts.

Depending on the size and nature of your contracts, and whether any customizations are implemented in your org, you might need to adjust the Queue Size and Scope Size values. For further advice, contact Certinia Customer Support.
Apply Change Requests: Queue Size Maximum number of change requests applied in a single queue.

For more information about the Queue Size and Scope Size values, see Queueable Apex.

Note:

There is no Use Queueable field for the background process to apply change requests because it never runs using Batch Apex; it always runs using Queueable Apex.

Apply Change Requests: Scope Size

Maximum number of change requests applied in a single execution context inside a queue. For example, if Queue Size=500 and Scope Size=50 the resulting queue will comprise 10 execution contexts each handling 50 change requests.

Depending on the size and nature of your contracts, and whether any customizations are implemented in your org, you might need to adjust the Queue Size and Scope Size values. For further advice, contact Certinia Customer Support.
Archive Billing Documents: Scope Size

Maximum number of billing documents to be deleted in one go through the archiving process.

Warning:

The archiving process must be performed by a Certinia business consultant. Contact your Certinia business consultant if you have a requirement to archive data from your org.
Assign Proration: Queue Size Maximum number of contracts to assign the proration policy to in a single queue. This setting is only used when Assign Proration: Use Queueable is selected.
Assign Proration: Scope Size Maximum number of contracts to assign the proration policy to in one go.
Assign Proration: Use Queueable

Indicates whether Queueable Apex is used instead of Batch Apex when assigning proration policies to contracts. When selected, set Assign Proration: Queue Size and Assign Proration: Scope Size. When cleared, set Assign Proration: Scope Size. For information about Batch Apex and Queueable Apex, see Background Processes and the "Batch Apex" and "Queueable Apex" topics in the Salesforce Developer Documentation.

Note:

If you have a large number of contracts to process, using Queueable Apex may increase the number of contracts you can process per hour. This depends on Salesforce resource allocation and the way in which objects have been customized on your Salesforce Org. If you encounter performance problems try clearing the checkbox.
Billing: Queue Size

Maximum number of contracts to be processed in a single queue when creating billing documents. This setting is only used when Billing: Use Queueable is selected. See Billing: Use Queueable.

Billing: Scope Size

Maximum number of contracts to be processed in one go when creating billing documents.
Billing: Use Queueable

Indicates whether Queueable Apex is used instead of Batch Apex when creating billing documents. When selected, enter a value for Billing: Queue Size and Billing: Scope Size. When cleared, enter a value for Billing: Scope Size. For information about Batch Apex and Queueable Apex, see Background Processes and the "Batch Apex" and "Queueable Apex" topics in the Salesforce Developer Documentation.

Note:

If you have a large number of contracts to process, using Queueable Apex may increase the number of contracts you can process per hour. This depends on Salesforce resource allocation and the way in which objects have been customized on your Salesforce Org. If you encounter performance problems try clearing the checkbox.
Calculate Tax with Avalara: Scope Size

Maximum number of billing documents to be processed in one go when calculating tax with Avalara AvaTax.

Note:

The highest value you can enter is 100.

To calculate or commit tax for multiple billing documents when the ERP/Logging.ERP Core.Avalara publication is enabled in your org, ensure that the value is 1.
Complete Billing Document: Use Queueable

Indicates whether Queueable Apex is used instead of Batch Apex when completing billing documents. When selected, enter a value for Complete Billing Document: Queue Size and Complete Billing Document: Scope Size. When cleared, enter a value for Complete Billing Document: Scope Size. For information about Batch Apex and Queueable Apex, see Background Processes and the "Batch Apex" and "Queueable Apex" topics in the Salesforce Developer Documentation.

Note:

Batch Apex is used when completing billing documents from the list view regardless of this setting.
Complete Billing Document: Queue Size Maximum number of billing documents to be completed in a single queue when completing billing documents. This setting is only used when Complete Billing Document: Use Queueable is selected.
Complete Billing Document: Scope Size Maximum number of billing documents to be processed in one go when completing billing documents.
Convert Invoice: Queue Size Maximum number of billing documents to be processed in a single queue when converting invoices to credit notes. This setting is only used when Convert Invoice: Use Queueable is selected.
Convert Invoice: Scope Size Number of billing documents to be updated in one go when invoices are converted to credit notes.
Convert Invoice: Use Queueable

Indicates whether Queueable Apex is used instead of Batch Apex when invoices are converted to credit notes. When selected, enter a value for Convert Invoice: Queue Size and Convert Invoice: Scope Size. When cleared, enter a value for Convert Invoice: Scope Size. For information about Batch Apex and Queueable Apex, see Background Processes and the "Batch Apex" and "Queueable Apex" topics in the Salesforce Developer Documentation.

Note:

Batch Apex is used when converting billing documents to invoices from the list view regardless of this setting.
Discard Billing Document: Queue Size Maximum number of billing schedules to be processed in a single queue when discarding billing documents. This setting is only used when Discard Billing Document: Use Queueable is selected.
Discard Billing Document: Scope Size Number of billing schedules to be updated in a single transaction when billing documents are discarded.
Discard Billing Document: Use Queueable Indicates whether Queueable Apex is used instead of Batch Apex when billing documents are discarded. When selected, enter a value for Discard Billing Document: Queue Size and Discard Billing Document: Scope Size. When cleared, enter a value for Discard Billing Document: Scope Size. For information about Batch Apex and Queueable Apex, see Background Processes and the "Batch Apex" and "Queueable Apex" topics in the Salesforce Developer Documentation.
Expire Contract: Queue Size Maximum number of contracts to be expired in a single queue when expiring contracts. This setting is only used when Expire Contract: Use Queueable is selected.
Expire Contract: Scope Size Maximum number of contracts to be processed in one go when expiring contracts.
Expire Contract: Use Queueable

Indicates whether Queueable Apex is used instead of Batch Apex when expiring contracts. When selected, enter a value for Expire Contract: Queue Size and Expire Contract: Scope Size. When cleared, enter a value for Expire Contract: Scope Size. For information about Batch Apex and Queueable Apex, see Background Processes and the "Batch Apex" and "Queueable Apex" topics in the Salesforce Developer Documentation.
Generate Schedules: Queue Size Maximum number of contracts to be processed in a single queue when generating billing schedules.
Generate Schedules: Schedules Per Line

Maximum number of billing schedules to be created per contract line item for the contracts being processed at the same time in a single transaction.

Note:

This setting does not limit the total number of schedules to be generated per contract line item. If schedules remain to be generated for a contract, those contracts are queued again.
Generate Schedules: Scope Size Maximum number of contracts to be processed in one go when generating billing schedules.
Generate Schedules for Lines: Scope Size Maximum number of contract line items to be processed in one go when generating billing schedules for contract line items.
Generate Schedules for Lines: Queue Size Maximum number of contract line items to be processed in a single queue when generating billing schedules for contract line items.
Generate Tax Breakdown: Queue Size

Maximum number of billing document line items to be processed in a single queue when generating tax breakdown details.
Job Check Interval Frequency in minutes to check whether queueable processes have finished.
Mark Schedules as BD Deleted: Scope Size

Maximum number of billing schedules to be processed in one go when archived billing documents are being deleted.

Warning:

The archiving process must be performed by a Certinia business consultant. Contact your Certinia business consultant if you have a requirement to archive data from your org.
Mark Usages as BD Deleted: Scope Size

Maximum number of usage records to be processed in one go when archived billing documents are being deleted.

Warning:

The archiving process must be performed by a Certinia business consultant. Contact your Certinia business consultant if you have a requirement to archive data from your org.
Notify After Deleting Old Jobs and Logs Indicates whether a notification is sent when old jobs or logs are deleted.
Number of Days to Retain Jobs

Number of days for which to keep job records of background processes before automatically deleting them when the DeleteOldAsyncDataSchedule Apex Class runs.

Note:

To delete old jobs, you must schedule an Apex job to run the DeleteOldAsyncDataSchedule Apex Class. See Deleting Old Logs and Jobs.
Number of Days to Retain Logs

Number of days for which to keep log records of background processes before automatically deleting them when the DeleteOldAsyncDataSchedule Apex Class runs.

Note:

To delete old logs, you must schedule an Apex job to run the DeleteOldAsyncDataSchedule Apex Class. See Deleting Old Logs and Jobs.

Receive Process Notifications by Chatter

Indicates whether background process notifications are sent to recipients by Chatter.

Receive Process Notifications by Email

Indicates whether background process notifications are sent to recipients by Email.
Renew Contracts: Queue Size Maximum number of contracts to be processed in a single queue when renewing contracts. This setting is only used when Renew Contracts: Use Queueable is selected.
Renew Contracts: Scope Size Maximum number of contracts to be processed in one go when renewing contracts.
Renew Contracts: Use Queueable Indicates whether Queueable Apex is used instead of Batch Apex when renewing contracts. When selected, enter a value for Renew Contracts: Queue Size and Renew Contracts: Scope Size. When cleared, enter a value for Renew Contracts: Scope Size. For information about Batch Apex and Queueable Apex, see Background Processes and the "Batch Apex" and "Queueable Apex" topics in the Salesforce Developer Documentation.
Update Total Billed: Queue Size Maximum number of billing documents processed in a single queue when updating the total billed amount on contract line items. This setting is only used when Update Total Billed: Use Queueable is selected.
Update Total Billed: Scope Size Maximum number of billing documents to be processed in one go when updating the total billed amount on contract line items.
Update Total Billed: Use Queueable

Indicates whether Queueable Apex is used instead of Batch Apex when updating the total billed amount on contract line items. When selected, enter a value for Update Total Billed: Queue Size and Update Total Billed: Scope Size. When cleared, enter a value for Update Total Billed: Scope Size. For information about Batch Apex and Queueable Apex, see Background Processes and the "Batch Apex" and "Queueable Apex" topics in the Salesforce Developer Documentation.