Conga Product Documentation

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Billing Schedules for Decremented and Merged Assets

When a Sales Representative decreases the quantity of an asset:

  • If the billing schedule is "Pending Billing", Billing supersedes the old billing schedule and creates a new billing schedule for the remaining quantity.
  • If the billing schedule is "Invoiced", Billing creates a negative billing schedule to refund the amount and creates a new billing schedule for the remaining quantity.

For more information on asset quantity decrement, see Managing Asset Decrement.

Use Case 1: Changing Billing Schedules in "Pending Billing" Status for a Decremented Asset

This use case describes how Billing supersedes the old billing schedule and creates a new billing schedule with the decremented quantity. Before the sales representative changes the asset quality, the billing schedule details are as follows:

Schedule

Period Start Date

Period End Date

Quantity

Status

Fee Amount

Type

Is Superseded

Ready for Invoice Date

BS1

1/1/2022

12/31/2022

4

Pending Billing

USD 400.00

Contracted

1/1/2023

After the Sales representative decreases the quantity from 4 to 3, the Cart page has the following details:

  • Quantity = Negative quantity provided by you on the Change Quantity page
  • Line Status = Decremented and Merged
  • Net Price = Amount for the quantity decremented

On order activation, the decrement quantity updates into the existing asset. The asset line item has the following details:

  • Asset Status = Activated
  • Net Price = Amount for the remaining quantity after decrement
  • Quantity = Remaining quantity after decrement
  • Asset TCV = Reflects the right value

Billing Schedules are created as follows:

Schedule

Period Start Date

Period End Date

Quantity

Status

Fee Amount

Type

Is Superseded

Ready for Invoice Date

BS1

1/1/2022

12/31/2022

4

Superseded

USD 400.00

Contracted

Yes

1/1/2023

BS2

1/1/2022

12/31/2022

3

Pending Billing

USD 300.00

Contracted

1/1/2023

Use Case 2: Changing Billing Schedules in "Invoiced" Status for a Decremented Asset

This use case describes how Billing creates a negative billing schedule to refund the amount for the decremented quantity. Before the sales representative changes the asset quality, the billing schedule details are as follows:

Schedule

Period Start Date

Period End Date

Quantity

Status

Fee Amount

Type

Is Superseded

BS1

1/1/2022

12/31/2022

4

Invoiced

USD 400.00

Contracted

After the Sales representative decreases the quantity from 4 to 3, the Cart page has the following details:

  • Quantity = Negative quantity provided by you on the Change Quantity page
  • Line Status = Decremented and Merged
  • Net Price = Amount for the quantity decremented

On order activation, the decrement quantity updates into the existing asset. The asset line item has the following details:

  • Asset Status = Activated
  • Net Price = Amount for the remaining quantity after decrement
  • Quantity = Remaining quantity after decrement
  • Asset TCV = Reflects the right value

Billing Schedules are created as follows:

Schedule

Period Start Date

Period End Date

Quantity

Status

Fee Amount

Type

Is Superseded

BS1

1/1/2022

12/31/2022

4

Invoiced

USD 400.00

Contracted

Yes

BS2

1/1/2022

12/31/2022

3

Pending Billing

USD –100.00

Contracted