Conga Product Documentation

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Use Case: Asset Quantity Decrement

In this use case, you will decrease the quantity of the asset during the current term.

Business Context

Organizations that sell subscription-based or recurring products often need flexibility to modify customer entitlements during an active contract term. Customers may reduce usage, downsize teams, or remove unused licenses mid-term. To support these changes without canceling and recreating contracts, CPQ must allow controlled quantity reductions on existing assets while maintaining pricing accuracy, asset history, and cotermination rules.

The Asset Quantity Change feature in Conga CPQ enables sales and operations teams to process these mid‑term downsells accurately while maintaining asset integrity, correct billing, and contract compliance.

This helps businesses:
  • Support customer flexibility
  • Maintain clean and auditable asset records
  • Automate proration and pricing adjustments
  • Capture deltas correctly for revenue recognition

Overview:

The Asset Quantity Decrement use case demonstrates how a user decreases the quantity of an existing asset in CPQ. The process updates pricing, generates a decrement line item in the cart, and, upon order activation, adjusts the existing asset quantity while preserving the original asset end date.

Scenario:

A customer has an active yearly subscription with a quantity of 4 units priced at USD 400.00 for the term 1/1/2025 to 31/12/2025. Midway through the term, the customer decides to reduce the subscription by 1 unit. The sales or operations user processes this change in CPQ so that the customer is billed only for 3 units for the remainder of the term, and the asset record is updated accordingly.

  1. Click Installed Products. The Installed Product page is displayed.
  2. Select the check box for an asset for which you want to decrease the quantity. The asset has the following details:

    Quantity

    Net Price

    Start Date

    End Date

    Selling Term

    Selling Frequency

    4

    USD 400.00

    1/1/2025

    31/12/2025

    1

    Yearly

  3. Click Change > Quantity. The Change Quantity page for the selected asset is displayed.
  4. In the Change quantity by field, decrease the quantity from 4 to 3 by clicking the – icon. The New Quantity field displays the updated quantity as 3.
  5. From the Cotermination drop-down list, the Retain the current Asset End Date option is selected by default, which allows you to retain the current asset end date for cotermination.
  6. The Update Existing Assets checkbox is enabled by default and you cannot edit it. It indicates that these quantity changes will reflect in the existing asset.
  7. Click Go to Pricing. The Cart page displays the following details for the decrement quantity:

    Quantity

    Net Price

    Line Status

    Start Date

    End Date

    Delta Quantity

    Total Quantity

    Asset Quantity

    –1

    (USD 100.00)

    Decremented and Merged

    1/1/2025

    31/12/2025

    –1

    3

    4

On order activation, the decrement quantity updates into the existing asset. You can verify the quantity decrement at Account > Asset Line Items list. You will see the following details on the asset line item for which you decreased quantity:

Asset Status

Net Price

Quantity

Total Quantity

Asset Quantity

Delta Quantity

Asset TCV

Activated

USD 300.00

3

3

3

–1

USD 300.00