ABO for Assets with Existing Status
During an ABO operation, some of the transaction line items (assets/order lines) may have an Existing status. This status arises for those line items that are a part of the ABO transaction but are not subjected to any of the known ABO operations. When Billing is initiated for these line items, their existing billing header and schedule records are not altered.
False in the Global Settings under ADMIN SETUP.The contract start date is 01 January 2025 and the end date is 31 December 2025. The List Price and Billing Frequency of the standalone product are USD 700.00 and One Time. The corresponding data for the secondary line item are USD 1,200.00 and Half Yearly respectively.
When Billing is initiated, normal billing header and schedule records are created.
The BSR for the standalone product is as follows:
| BSR ID | Period Start Date | Period End Date | Actual Fee Amount | Invoiced Status |
|---|---|---|---|---|
| BSR-1 | 01 January 2025 | 31 December 2025 | USD 700.00 | Pending Billing |
The BSRs for the secondary line are as follows:
| BSR ID | Period Start Date | Period End Date | Actual Fee Amount | Invoiced Status |
|---|---|---|---|---|
| BSR-1 | 01 January 2025 | 31 May 2025 | USD 600.00 | Pending Billing |
| BSR-2 | 01 June 2025 | 31 December 2025 | USD 600.00 | Pending Billing |
When ABO is initiated on this asset, the line status of the Standalone product is changed to Existing and that of secondary line is changed to Amended. When billing is initiated, Conga Billing checks the asset lines with Existing Status, and updates the Billing Header with Current Order, Current Order Line item, and defaults the Remaining Billable Amount to USD 0.00. As a result the billing records for the standalone product remain unchanged, while that of the secondary line are created as per the amendment process.
Suppose you have provided a discount of USD 200.00 on the secondary product. The billing records after this action are as follows:
The BSR for the standalone product remains unchanged (since no ABO operation is allowed because of Existing Status).
| BSR ID | Period Start Date | Period End Date | Actual Fee Amount | Invoiced Status |
|---|---|---|---|---|
| BSR-1 | 01 January 2025 | 31 December 2025 | USD 700.00 | Pending Billing |
The BSRs for the secondary line has the fee as per the amended amount.
| BSR ID | Period Start Date | Period End Date | Actual Fee Amount | Invoiced Status |
|---|---|---|---|---|
| BSR-1 | 01 January 2025 | 31 May 2025 | USD 500.00 | Pending Billing |
| BSR-2 | 01 June 2025 | 31 December 2025 | USD 500.00 | Pending Billing |
The Bundle products also follow the same logic.
