Upgrading to Billing Central Winter 2023
This page describes the changes to make when upgrading to Winter 2023.
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 2023, see New Features and Enhancements in Billing Central Winter 2023.
Easily Amend Prices on Active Contracts
Upgrade Steps
To start using this feature, take the following action:
|
Action |
Further Information |
|---|---|
| If you are using a custom Lightning record page for billing contracts, ensure it includes the BC Contract Line Items Lightning component to display related contract line items otherwise the Amend Prices button will not be available at line level. This component is included in the default Contract Lightning Page. | Lightning Component Related Lists |
| Ensure that users needing to amend prices have the Billing Central - Contract - Create Change Request permission set. | Permission Sets |
|
[Optional] Edit the Help Text and Description for the Align for Billing field on the Billing Contract Line Item object because it is no longer a requirement that the controlling line
|
For information on editing an object's fields, see the Salesforce Help. |
Included in this Feature
This section details the items that have been added in this release.
New Field
The following field is for internal use only.
|
Field |
Object |
Further Information |
|---|---|---|
| Controlling Line for Billing Alignment | Billing Contract Line Item | Billing Contract Fields |
New Field Set
|
Field |
Object |
Further Information |
|---|---|---|
| Cloned Line Excluded Fields | Billing Contract Line Item | Billing Contract Fields |
Lightning Action
|
Lightning Action |
Page |
Further Information |
|---|---|---|
| Amend Prices | Contract Lightning Page | Amending Prices on Active Contracts |
Change to Lightning Web Component
|
Component |
What Has Changed |
Further Information |
|---|---|---|
| BC Contract Line Items Lightning component | An Amend Prices button has been added to this component. | Amending Prices on Active Contracts |
Dynamic Updates on The Edit Selected Products Page
Upgrade Steps
No upgrade steps are required to start using this enhancement.
Create Change Requests in Bulk via The ContractsService API
Upgrade Steps
No upgrade steps are required to start using this feature in Winter 2023 but you must develop your own code to call the ContractsService API.
Check the Active Contract Line Locked Fields Field Set for Required Fields
Upgrade Steps
To ensure billing data integrity, all upgrading customers must take the following action:
|
Action |
Further Information |
|---|---|
| Check that the Active Contract Line Locked Fields field set used by the Billing Contract Line Item object includes all the required fields. | Protecting Contract Line Fields from Edits When a Contract Is Active |
FinancialForce Help
Upgrade Steps
The FinancialForce Help is available via the default utility bar associated with FinancialForce apps. If you use the default utility bar, no upgrade steps are required and the FinancialForce Help will be available from the utility bar automatically.
If you use a custom utility bar, see Setting up the FinancialForce Help.
Introducing FinancialForce Trailhead: Release Highlights
If you want to learn more about the new features in this release, see the ERP Cloud - Winter 2023 Release Highlights Trailhead module. This module will guide you through the new features in our ERP Cloud products.
Upgrade Steps
No upgrade steps are required to upgrade this feature to Winter 2023.