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.

Note:

Where new objects, fields, or buttons have been added for a feature, we recommend that you add them to any relevant page layouts, profiles, and permission sets. For information on how to do this, see the Salesforce Help.

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.

Notes:

If you are upgrading and the Billed To and Total Billed fields are blank on existing contract lines because the message delivery job was not configured to run in your org, when the fields are immediately updated in Winter 24 the Total Billed value will be incorrect for part-billed contracts. This is because the fields are updated for new billing activity only, they are not updated to include historic billing activity. This could result in a contract line's Total Billed value being updated to a negative amount if you convert an invoice to a credit note.

Billed contract lines are validated differently from unbilled contract lines. Some functions check the Billed To and Total Billed fields to determine if the contract line has been billed. Once a contract line is billed, some fields are locked on change requests to prevent them from being edited. For a list of these fields, see Fields Locked on Billed Contract Lines.

Included in this Feature

This section details the items that have been added in this release.

Custom Setting Field
Custom Setting Field Added in Winter 2024

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:

Optional Upgrade Steps for Winter 2024

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.

  • Align For Billing
  • Billing Term
  • Billing Type
  • Canceled
  • Charge Term
  • Discount
  • End Date
  • First Bill Date
  • Pricing Structure
  • Product or Service
  • Quantity
  • Recurring Bill Date
  • Start Date
  • Unit Price
 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 Setting Field Added in Winter 2024

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 Setting Field Added in Winter 2024

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:

Upgrade Steps for Winter 2024

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

New Field in Winter 2024

Field

Object

Further Information
Exclude from Renewal Billing Contract Line Item Billing Contract Fields

Custom Setting Fields

Custom Setting Fields Added in Winter 2024

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:

Upgrade Steps for Winter 2024

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 Setting Field Added in Winter 2024

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:

Upgrade Steps for Winter 2024

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 Added in Winter 2024

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:

Upgrade Steps for Winter 2024

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 Added in Winter 2024

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:

Upgrade Steps for Winter 2024

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 Setting Field Added in Winter 2024

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.

Additional Maintenance Tasks for Upgrading Customers

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:

Upgrade steps for Winter 2024
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

Billing Central In-App Guidance

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

Billing Central In-App Guidance Updated in Winter 2024

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.