Upgrading to Billing Central Winter 2024
This page describes the changes to make when upgrading to Winter 2024.
See the Upgrade Steps section under each feature for details of any action required. If you don't want to use or upgrade an optional feature, you can skip the upgrade steps for that feature. To perform upgrade steps in your org, you must be assigned administrator permissions.
See the Included in This Feature section under each feature for details of items such as objects, fields, or buttons that have been added in this release.
For information on new features and changes to existing features in Winter 2024, see New Features and Enhancements in Billing Central Winter 2024.
Changes to Validations and Field Updates
Immediate Update of Billed Data on Contract Lines
Upgrade Steps
No upgrade steps are required to start using this enhancement unless you want to disable the new behavior which is controlled by the custom setting field listed below.
Included in this Feature
This section details the items that have been added in this release.
Custom Setting Field
Custom Field |
Custom Setting |
Further Information |
---|---|---|
Don't Update Billed Data during Complete | Billing Central Settings | Don't Update Billed Data during Complete |
Pricing Structures do not Prevent Price Amendment
Upgrade Steps
No upgrade steps are required to start using this enhancement.
Ensuring Billing Data Integrity
Upgrade Steps
There are no upgrade steps for this feature, but you can optionally take the following action:
Action |
Further Information |
---|---|
Remove the following fields from the Active Contract Line Locked Fields field set because they are now protected by Billing Central's internal locking.
|
Protecting Contract Line Fields from Edits When a Contract Is Active |
Included in this Feature
This section details the items that have been added in this release.
Custom Setting Field
Custom Field |
Custom Setting |
Further Information |
---|---|---|
Ignore Field Locks on Active Contacts | Billing Central Settings | Ignore Field Locks on Active Contacts |
Avoiding Gaps in Billing Schedules
Upgrade Steps
No upgrade steps are required to start using this enhancement unless you want to disable the validation which is controlled by the custom setting field listed below.
Included in this Feature
This section details the items that have been added in this release.
Custom Setting Field
Custom Field |
Custom Setting |
Further Information |
---|---|---|
Allow Fully Billed Lines to be Extended | Billing Central Settings | Allow Fully Billed Lines to be Extended |
Excluding Contract Lines from Renewal
Upgrade Steps
There are no upgrade steps for this feature, but you can optionally take the following action:
Action |
Further Information |
---|---|
Add the Exclude from Renewal field to your billing contract line item page layouts. | See the Salesforce Help for information on editing page layouts. |
Included in this Feature
This section details the items that have been added in this release.
New Field
Field |
Object |
Further Information |
---|---|---|
Exclude from Renewal | Billing Contract Line Item | Billing Contract Fields |
Custom Setting Fields
Custom Field |
Custom Setting |
Further Information |
---|---|---|
Don't Exclude Amended Line from Renewal | Billing Central Settings | Billing Central Settings |
Don't Exclude Canceled Line from Renewal | ||
Don't Exclude One-Off Line from Renewal |
Rounding during Price Amendment
Upgrade Steps
To start using this feature, take the following action:
Action |
Further Information |
---|---|
Set the Default Rounding Mode for Amend Prices field in the Billing Central Settings custom setting to one of the following options: 1 No Rounding (this is the default) 2 Whole Numbers 3 Currency Decimal Places You must enter the number 1, 2 or 3. Any other value is invalid and will result in No Rounding being applied. |
Rounding Unit Prices during Price Amendment |
Included in this Feature
This section details the items that have been added in this release.
Custom Setting Field
Custom Field |
Custom Setting |
Further Information |
---|---|---|
Default Rounding Mode for Amend Prices | Billing Central Settings | Default Rounding Mode for Amend Prices |
Automate Applying Change Requests
Upgrade Steps
To start using this feature, take the following action:
Action |
Further Information |
---|---|
Create a Salesforce flow to call the Create Change Requests invocable action. | Custom Action to Create Change Requests |
Included in this Feature
This section details the items that have been added in this release.
Apex Action
Apex Action |
Category |
Further Information |
---|---|---|
Create Change Requests | Billing Contract | Custom Action to Create Change Requests |
Automate Calculating Next Billing Date
Upgrade Steps
To start using this feature, take the following action:
Action |
Further Information |
---|---|
Create a Salesforce flow to call the Calculate Next Billing Dates invocable action. | Custom Action to Calculate Next Billing Dates |
Included in this Feature
This section details the items that have been added in this release.
Apex Action
Apex Action |
Category |
Further Information |
---|---|---|
Calculate Next Billing Dates | Billing Contract | Custom Action to Calculate Next Billing Dates |
Notifications to the UI When Background Processes Complete
Upgrade Steps
If you want background process notifications to be sent by Salesforce using the Certinia default notification type, take the following action:
Action |
Further Information |
---|---|
Select the Receive Process Notifications by SF field in Billing Central's Background Process Settings custom setting. When selected, recipients are alerted to notifications via the bell icon. | Background Process Settings |
[Optional] Consider deselecting the existing notification fields: Receive Process Notifications by Chatter Receive Process Notifications by Email |
Included in this Feature
This section details the items that have been added in this release.
Custom Setting Field
Custom Field |
Custom Setting |
Further Information |
---|---|---|
Receive Process Notifications by SF | Billing Central's Background Process Settings | Background Process Settings |
Additional Maintenance Tasks for Upgrading Customers
We recommend you complete the following tasks to remove legacy items that still refer to "FF" (FinancialForce). For more information about managing these items, see the Salesforce Help.
Tasks |
---|
Upgrading creates the new "BC Templates" email templates folder. Move the packaged email template (Billing Document Email Template) from the "FFBC Templates" folder to the new "BC Templates" folder, then delete the "FFBC Templates" folder. |
Upgrading creates the new "BC Reports" folder. Move the packaged reports from the "FFBC Reports" folder to the new "BC Reports" folder, then delete the "FFBC Reports" folder. |
The Documents folder "FFBC Icons" remains after upgrading. Rename it to "BC Icons". |
Upgrading creates the new "BC Filter Layout" page layout for the BC Filter custom metadata type. Assign this new page layout to your user profiles and delete the "FFBC Filter Layout". |
Release Content
Billing Central In-App Guidance
Upgrade Steps
To upgrade this feature to Winter 2024, take the following action:
Action | Further Information |
---|---|
Reset the metrics of the Release Overview prompt to ensure that users see this prompt again with its updated content if they have previously dismissed or completed it. |
"Monitor In-App Guidance in Lightning Experience" in the Salesforce Help |
Deactivate any deprecated prompts that are active in your org. | Managing Certinia In-App Guidance |
Included in this Feature
This section details the items that have been added or updated in this release.
In-App Guidance
Name |
App |
Tab |
Type |
Active |
Created |
---|---|---|---|---|---|
Release Overview | Billing Central | Home | Docked | Yes | Fall 2020 |
Certinia Help Is Now Available from help.certinia.com
No steps are required to upgrade this feature. The Help links are automatically updated when you upgrade Billing Central.
For more information, see Certinia Help URL.