SECTIONSUpgrading to Billing Central Spring 2023
This page describes the changes to make when upgrading to Spring 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 Spring 2023, see New Features and Enhancements in Billing Central Spring 2023.
FinancialForce is Now Certinia
We have made the following changes to align with our new Certinia brand:
- The publisher name has been updated to Certinia
- Package names no longer reference FinancialForce
- In most cases, text referring to FinancialForce has been replaced with Certinia
For more information about these updates and related text changes, see the Package Name Updates article in the Certinia Community and the Technical Documentation Pack.
To learn more about our rebrand, visit the Certinia Community for a message from our CEO, Scott Brown.
Apply Price Amendment When Next Billed
Upgrade Steps
To apply new unit prices when contract line items are next billed (instead of applying them immediately from the Effective from Date), take the following action:
|
Action |
Further Information |
|---|---|
| Select the Apply Price Change When Next Billed field in the Billing Central Settings custom setting. | Amend Prices Overview |
Included in this Feature
This section details the items that have been added in this release.
Custom Field
|
Custom Field |
Custom Setting |
Further Information |
|---|---|---|
| Apply Price Change When Next Billed | Billing Central Settings | Billing Central Settings |
Amending Prices at Contract Line Level
There are no upgrade steps for this feature.
Linking a Contract to Its Renewal Automatically
Upgrade Steps
To start using this feature, take the following action:
|
Action |
Further Information |
|---|---|
| Enable the Automatically Populate Renewal Contract field in the Billing Central Settings custom setting. | Billing Central Settings |
|
[Optional] Add the Renewal Contract field to your billing contract page layouts. |
See the Salesforce Help for information on editing page layouts. |
| [Optional] Add the Renewed Contract related list to your billing contract 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 |
|---|---|---|
| Renewal Contract | Billing Contract | Billing Contract Fields |
Custom Field
|
Custom Field |
Custom Setting |
Further Information |
|---|---|---|
| Automatically Populate Renewal Contract | Billing Central Settings | Billing Central Settings |
Invocable Action to Renew Contracts via a Salesforce Flow
Upgrade Steps
To start using this feature, take the following action:
|
Action |
Further Information |
|---|---|
| Create a Salesforce flow to call the Renew Billing Contracts Asynchronously invocable action. | Custom Action to Renew Contracts |
Included in this Feature
This section details the items that have been added in this release.
Apex Action
|
Apex Action |
Category |
Further Information |
|---|---|---|
| Renew Billing Contracts Asynchronously | Billing Contract | Billing Central Settings |
Invocable Action to Activate Contracts via a Salesforce Flow
Upgrade Steps
To start using this feature, take the following action:
|
Action |
Further Information |
|---|---|
| Create a Salesforce flow to call the Activate Billing Contracts or Activate Billing Contracts Asynchronously invocable action. | Custom Actions to Activate Contracts |
Included in this Feature
This section details the items that have been added in this release.
Apex Actions
|
Apex Action |
Category |
Further Information |
|---|---|---|
| Activate Billing Contracts | Billing Contract | Custom Actions to Activate Contracts |
| Activate Billing Contracts Asynchronously | Billing Contract | Custom Actions to Activate Contracts |
Billing Term Is Optional on One-Off Contract Line Items
Upgrade Steps
There are no upgrade steps for this feature.
Annual Recurring Revenue and Monthly Recurring Revenue on Contracts
There are no upgrade steps for this feature.
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 |
Notice of Deprecated Sencha Pages
Since Spring 2021 Billing Central has been optimized for Lightning Experience, and Certinia has recommended all customers use Billing Central in Lightning Experience to take advantage of new functionality. No further development has being undertaken on the Enhanced View pages (otherwise known as Sencha), and as of Summer 2023 they will be removed from the product.
Please be aware that:
- From Spring 2023, Billing Central no longer supports Salesforce Classic.
- From Summer 2023 it will no longer be possible to reinstate the Enhanced View pages.
You can switch to using Billing Central in Lightning Experience by enabling the Switch to Lightning Experience feature in Feature Console. This feature was introduced in Billing Central Spring 2021. For more information, see Switch to Lightning Experience.
Certinia Trailhead: Release Highlights
If you want to learn more about the new features in this release, see the ERP Cloud - Spring 2023 Release Highlights Certinia 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 Spring 2023.