There is a high possibility that a legacy asset is associated with a billing plan when it is migrated to Conga. The asset might have been activated for the first time in Conga or may have undergone some amendment while associated with the billing plan. Hence Conga Billing provides support to such assets subject to certain limitations:

  • If you are already using Conga CPQ and the ALI is already created: In this case, it’s not possible to create a new billing plan on the fly because that stage is already passed. However, you might add a billing plan to that ALI in a custom fashion. In such cases, Conga Billing does not pose any restrictions. When the billing is initiated, Conga Billing creates the schedules based on the billing plan information and will validate the billing plan amount.

  • If the legacy asset is coming to the Conga ecosystem for the first time: In this case, there’s an opportunity for you to create quotes where you can define a billing plan for such ALIs.

Prerequisites

  • Ensure that the object and fields required to support legacy billing for legacy asset line items are configured. For more information, see Understanding Billing Schedules and Billing System Properties.

  • The Is Legacy for Billing checkbox is set to TRUE.

  • The Price Type is not Usage.

Key points to consider

  • The asset must be associated with a valid billing plan. It’s recommended that you will use your discretion in defining the plan information so that the data sanctity is not lost.
  • Conga Billing recommends you create the billing plan with a start date greater than or equal to the “First Billing Date” in Conga for the initial create and amendment scenarios.
  • Conga Billing cannot restrict you from creating the plan with a starting date before the “First Billing Date” but doesn’t recommend it or support future billing issues arising from such situations.

  • The following table summarizes the type of billing and the corresponding action from Conga Billing for that type of billing to create the billing schedules. 

    TypeAction
    Initial create -  billing is initiated for the ALI for the first time ever.

    Conga Billing bills the asset like any other legacy asset but generates the billing schedules as per the Billing Plan information. 

    During the Billing Plan creation, Conga Billing converts the populated “Amount” into a percentage value and recomputes the “Fee Amount” based on the legacy ALI “Remaining Billable Amount.”

    If you create a “Fixed” type of billing plan, Conga recommends that the start date of the first schedule must be on or after the “First Billing Date.” At this time, Conga doesn’t stop you from selecting a date before the “First Billing Date.” Conga assumes you use your discretion in defining the plan information as per the ALI definition. Conga can’t support any issues arising from such situations.

    Amendment - the ALI is subjected to an amendment

    Conga Billing does the amendment like any other legacy asset that doesn't have a billing plan. You can perform amendment operations either on the “Start Date” of the ALI or from the “First Billing Date” onwards. 

    While performing an amendment if you remove the plan information with an intent to switch to “recurring” billing (or one-time billing) is not supported as of now. Once the legacy ALI has a billing plan, the ALI must continue to have the plan information until the ALI is canceled.

    If you create a “Fixed” type of billing plan, Conga recommends that the start date of the first schedule must be on or after the “First Billing Date.” At this time, Conga doesn’t stop you from selecting a date before the “First Billing Date.” Conga assumes you use your discretion in defining the plan information as per the ALI definition. Conga can’t support any issues arising from such situations.

Billing a legacy asset with a billing plan is similar to billing any normal asset with a billing plan keeping in mind the points and exceptions discussed in this topic. For more information on how to create and manage billing plans, refer to Billing Plans.