The Change operation is used to amend an order. This amendment causes a change in price resulting in a delta price. You can perform the Change operation on recurring, one-time, or evergreen products or services.

This section describes the implementation of Change action to provide discounts to customers by decreasing the net price of an asset for asset-based orders. Billing receives the Change information from an order line item (OLI) and modifies the existing activated billing header.

The Conga Platform's Billing architecture allows you to choose between "minimize" or "always supersede" the schedules for an asset-based ordering (ABO) operation.

If the setting Superseding the Schedules during Asset Management is set to "minimize", the application limits the superseding of schedules by creating a billing schedule detail (BSD) with a delta fee under the existing billing schedule record (BSR). if any BSRs are in Pending Billing status and they are in the cancellation period, the engine creates a new counter-BSD under that BSR with a negative fee amount equal to that of the existing BSD.

If the setting Superseding the Schedules during Asset Management is set to "always supersede", the engine supersedes the uninvoiced schedules (BSRs) of the impacted period and creates new BSRs and BSDs with the period's overall fee.


For more on how Billing works on the Conga Platform, see  Understanding the Billing Architecture on Conga Platform.

Based on the pricing source chosen in the Billing Settings, the pricing information is fetched from the Order Line Item (OLI) or Asset Line Item (ALI). When the pricing source is set to OLI, Billing fetches all the information, including the pricing information, from the OLI. If the pricing source is set to ALI, Billing fetches the pricing information from the ALI. For more details on pricing sources, see Managing Pricing Source.

The following topics provide you with the details of the Change operation: