Conga Product Documentation

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Changing Billing Schedules when you Change the Location of an Asset

Prerequisites

  • The Create redundant Billing Schedules setting must be True in Billing System Properties for recurring products.
  • The Invoice Separately ? field must be True at the account location level.

Example 1 - Change Asset Location Before Invoice Generation

When the location of an asset is India, you see the following Billing Schedules.

Schedule

Period Start

Period End

Status

Fee Amount (USD)

Type

Is Superseded

Location

BS1

1-Jan-2022

31-Jan-2022

Pending Billing

75.00

Contracted

IND

BS2

1-Feb-2022

28-Feb-2022

Pending Billing

75.00

Contracted

IND

BS3

1-Mar-2022

31-Mar-2022

Pending Billing

75.00

Contracted

IND

BS4

1-Apr-2022

30-Apr-2022

Pending Billing

75.00

Contracted

IND

BS5

1-May-2022

31-May-2022

Pending Billing

75.00

Contracted

IND

BS6

1-June-2022

30-June-2022

Pending Billing

75.00

Contracted

IND

BS7

1-July-2022

31-July-2022

Pending Billing

75.00

Contracted

IND

BS8

1-Aug-2022

31-Aug-2022

Pending Billing

75.00

Contracted

IND

BS9

1-Sep-2022

30-Sep-2022

Pending Billing

75.00

Contracted

IND

BS10

1-Oct-2022

31-Oct-2022

Pending Billing

75.00

Contracted

IND

BS11

1-Nov-2022

30-Nov-2022

Pending Billing

75.00

Contracted

IND

BS12

1-Dec-2022

31-Dec-2022

Pending Billing

75.00

Contracted

IND

After you change the location of the asset to Canada, you see the following Billing Schedules.

Schedule

Period Start

Period End

Status

Fee Amount

Type

Is Superseded

Location

BS1

1-Jan-2022

31-Jan-2022

Superseded

75.00

Contracted

Yes

IND

BS2

1-Feb-2022

28-Feb-2022

Superseded

75.00

Contracted

Yes

IND

BS3

1-Mar-2022

31-Mar-2022

Superseded

75.00

Contracted

Yes

IND

BS4

1-Apr-2022

30-Apr-2022

Superseded

75.00

Contracted

Yes

IND

BS5

1-May-2022

31-May-2022

Superseded

75.00

Contracted

Yes

IND

BS6

1-June-2022

30-June-2022

Superseded

75.00

Contracted

Yes

IND

BS7

1-July-2022

31-July-2022

Superseded

75.00

Contracted

Yes

IND

BS8

1-Aug-2022

31-Aug-2022

Superseded

75.00

Contracted

Yes

IND

BS9

1-Sep-2022

30-Sep-2022

Superseded

75.00

Contracted

Yes

IND

BS10

1-Oct-2022

31-Oct-2022

Superseded

75.00

Contracted

Yes

IND

BS11

1-Nov-2022

30-Nov-2022

Superseded

75.00

Contracted

Yes

IND

BS12

1-Dec-2022

31-Dec-2022

Superseded

75.00

Contracted

Yes

IND

BS13

1-Jan-2022

31-Jan-2022

Pending Billing

75.00

Contracted

Canada

BS14

1-Feb-2022

28-Feb-2022

Pending Billing

75.00

Contracted

Canada

BS15

1-Mar-2022

31-Mar-2022

Pending Billing

75.00

Contracted

Canada

BS16

1-Apr-2022

30-Apr-2022

Pending Billing

75.00

Contracted

Canada

BS17

1-May-2022

31-May-2022

Pending Billing

75.00

Contracted

Canada

BS18

1-June-2022

30-June-2022

Pending Billing

75.00

Contracted

Canada

BS19

1-July-2022

31-July-2022

Pending Billing

75.00

Contracted

Canada

BS20

1-Aug-2022

31-Aug-2022

Pending Billing

75.00

Contracted

Canada

BS21

1-Sep-2022

30-Sep-2022

Pending Billing

75.00

Contracted

Canada

BS22

1-Oct-2022

31-Oct-2022

Pending Billing

75.00

Contracted

Canada

BS23

1-Nov-2022

30-Nov-2022

Pending Billing

75.00

Contracted

Canada

BS24

1-Dec-2022

31-Dec-2022

Pending Billing

75.00

Contracted

Canada

Example 2 - Change Asset Location After Invoice Generation

When the location of an asset is India, you see the following Billing Schedules.

Schedule

Period Start

Period End

Status

Fee Amount

Type

Is Superseded

Location

BS1

1-Jan-2022

31-Jan-2022

Invoiced

75.00

Contracted

IND

BS2

1-Feb-2022

28-Feb-2022

Invoiced

75.00

Contracted

IND

BS3

1-Mar-2022

31-Mar-2022

Invoiced

75.00

Contracted

IND

BS4

1-Apr-2022

30-Apr-2022

Invoiced

75.00

Contracted

IND

BS5

1-May-2022

31-May-2022

Invoiced

75.00

Contracted

IND

BS6

1-June-2022

30-June-2022

Invoiced

75.00

Contracted

IND

BS7

1-July-2022

31-July-2022

Invoiced

75.00

Contracted

IND

BS8

1-Aug-2022

31-Aug-2022

Invoiced

75.00

Contracted

IND

BS9

1-Sep-2022

30-Sep-2022

Invoiced

75.00

Contracted

IND

BS10

1-Oct-2022

31-Oct-2022

Invoiced

75.00

Contracted

IND

BS11

1-Nov-2022

30-Nov-2022

Invoiced

75.00

Contracted

IND

BS12

1-Dec-2022

31-Dec-2022

Invoiced

75.00

Contracted

IND

After you change the location of the asset to Canada, you see the following Billing Schedules.

Schedule

Period Start

Period End

Status

Fee Amount

Type

Is Superseded

Location

BS1

1-Jan-2022

31-Jan-2022

Invoiced

–75.00

Contracted

Yes

IND

BS2

1-Feb-2022

28-Feb-2022

Invoiced

–75.00

Contracted

Yes

IND

BS3

1-Mar-2022

31-Mar-2022

Invoiced

–75.00

Contracted

Yes

IND

BS4

1-Apr-2022

30-Apr-2022

Invoiced

–75.00

Contracted

Yes

IND

BS5

1-May-2022

31-May-2022

Invoiced

–75.00

Contracted

Yes

IND

BS6

1-June-2022

30-June-2022

Invoiced

–75.00

Contracted

Yes

IND

BS7

1-July-2022

31-July-2022

Invoiced

–75.00

Contracted

Yes

IND

BS8

1-Aug-2022

31-Aug-2022

Invoiced

–75.00

Contracted

Yes

IND

BS9

1-Sep-2022

30-Sep-2022

Invoiced

–75.00

Contracted

Yes

IND

BS10

1-Oct-2022

31-Oct-2022

Invoiced

–75.00

Contracted

Yes

IND

BS11

1-Nov-2022

30-Nov-2022

Invoiced

–75.00

Contracted

Yes

IND

BS12

1-Dec-2022

31-Dec-2022

Invoiced

–75.00

Contracted

Yes

IND

BS13

1-Jan-2022

31-Jan-2022

Invoiced

75.00

Contracted

Canada

BS14

1-Feb-2022

28-Feb-2022

Invoiced

75.00

Contracted

Canada

BS15

1-Mar-2022

31-Mar-2022

Invoiced

75.00

Contracted

Canada

BS16

1-Apr-2022

30-Apr-2022

Invoiced

75.00

Contracted

Canada

BS17

1-May-2022

31-May-2022

Invoiced

75.00

Contracted

Canada

BS18

1-June-2022

30-June-2022

Invoiced

75.00

Contracted

Canada

BS19

1-July-2022

31-July-2022

Invoiced

75.00

Contracted

Canada

BS20

1-Aug-2022

31-Aug-2022

Invoiced

75.00

Contracted

Canada

BS21

1-Sep-2022

30-Sep-2022

Invoiced

75.00

Contracted

Canada

BS22

1-Oct-2022

31-Oct-2022

Invoiced

75.00

Contracted

Canada

BS23

1-Nov-2022

30-Nov-2022

Invoiced

75.00

Contracted

Canada

BS24

1-Dec-2022

31-Dec-2022

Invoiced

75.00

Contracted

Canada