Conga Product Documentation

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Relationship Between Equipment Assets and Services

You can create a relationship between Equipment assets and Services on the Related Asset line item object when a service asset is created. You can configure and sell services for one or multiple products simultaneously, supporting standalone and bundle scenarios. This is supported using the following APIs:

For associating Service to Equipment: POST {{baseUrl/api/cart/v1/carts/cartId/items}}

For Query Related Asset Line Item: POST {{baseUrl/api/data/v1/query/RelatedAssetLineItem}}

Following is a snippet of a sample response:
"FromLineItem": {
                "Id": "5605ac00-d87c-4c89-bc32-5daaa47cc6d7",
                "Name": "DP_ABO Service Standalone-02"
            },
            "RelationTypeFrom": "Is Serviced By",
            "RelationTypeTo": "Is Service For",
            "ToLineItem": {
                "Id": "2bc98a6f-c16b-4c88-888d-6d16a9ed31a6",
                "Name": "DP_ABO  Equipment Standalone-02"
            },

Change operations on Service assets

You can perform Change operations on Service assets, including adding or removing associated equipment items and updating the weightage percentage on equipment associated with the service. The related line-item details are displayed in the cart and you can associate new catalog products to existing services. Other Asset-Based Ordering (ABO) operations remain available for selected equipment assets and other assets within the same cart. To get pricing fields, ServicePriceDistributionMethod must be set to Allocate.

POST /api/asset/v1/assets/{cartId}/change

API to Retrieve Equipment–Service Associations and Related Purchases

The following API enables retrieval of service details associated with equipment assets, and equipment details associated with services, along with their related purchase information. Using this API, you can obtain the following:
  • One-to-One Equipment–Service Association with related purchase details.
  • One-to-Many Equipment–Service Associations with related purchase details.
  • Bundle-Option Equipment to Bundle-option Service with related purchase details along with:
    • Bundle Equipment Asset ID
    • Bundle Service Asset ID
    • Option Equipment Asset ID
    • Option Service Asset ID

Related Purchases with support for filters and pagination. POST/api/asset/v1/assets/related-purchases

Payload: {"Equipment/Service Asset ID"}