Use Case: Validation on Period Start Date and Period End Date

This use case explains how Conga Billing validates Period Start Date and Period End Date on the Define invoice date and amount page while creating a billing plan.

1. Go to your quote page, go to the Billing Plan related list, and click New Billing Plan. The Select Line Item(s) page is displayed.

2. Select the following products for which the billing plan must be created. 

   Line Item	Start Date	End Date
   LI-001	1-Mar-22	30-Nov-22
   LI-002	15-May-22	30-Nov-22

3. Click Next. The Define Billing Plan page is displayed.
4. From the Plan Type drop-down, select Fixed.

5. Leave the Billing Start Date and Billing End Date fields blank, and click Next.
   

   

   If you do not select the dates, Billing will auto-calculate the Start Date and End Date from the selected line items.

   
   

6. On the Number of Installments field, enter 3. The Define invoice date and amount page is displayed.
   

   Plan Item Name	Period Start Date	Period End Date	Ready for Invoice Date	Payment Term
   Installment 1	1-Mar-22
   Installment 2
   Installment 3	When the page is loaded, this field is blank.	30-Nov-22

   

   Conga Billing populates Period Start Date and Period End Date by default, based on the following logic:

   • Period Start Date of the first instalment = MIN (Billing Start Date of all lines on the billing plan). You can overwrite it with a different date, but it must be greater the default date and less than the Period End Date.
   • Period End Date of the last instalment = MAX (Billing End Date of all lines on the billing plan). You can overwrite it with a different date, but it must be less than the default date and greater than the Period Start Date.

7. Overwrite the dates based on the following guidance.
   

   Plan Item Name	Period Start Date	Period End Date	Ready for Invoice Date	Payment Term
   Installment 1	15-Apr-22 It is defaulted as 1-Mar-22. You can overwrite with a date >= 1-Mar-22 but it must be <= Period End Date (30-Nov-22).
   Installment 2
   Installment 3		30-Oct-22 It is defaulted as 30-Nov-22. You can overwrite with a date >= Period Start Date (1-Mar-22) but it must be <= 30-Nov-22.

   When you select Period Start Date and Period End Date for the installments, Conga Billing validates that the dates are in the allowable range. Billing displays error messages if you select a date outside these period ranges.