Conga Product Documentation

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Auto-updating the Approval Status to Cancelled

During an ABO operation, if an adjustment BSD’s derived invoice status is changed to Superseded or Cancelled, the Billing application auto-updates the Approval Stage field to Cancelled.

For example, a new sale for a product is initiated with a TCV (Sales) of USD 1,200.00. The billing frequency is half-yearly. The start date is 01-July-2024 and the end date is 30-June-2025. Initiating the billing creates a billing header, two BSRs, and two BSDs in Pending Billing status. You created an adjustment BSD of USD 50.00 under the second BSR.

The BSRs are:

BSR ID

BH ID

Record Type

Category

Period Start Date

Period End Date

Actual Fee Amount

Invoice Status

BSR-1

BH-1

Regular

Fee

01-July-2024

31-December-2024

USD 600.00

Pending Billing

BSR-2

BH-1

Regular

Fee

01-January-2025

30-June-2025

USD 650.00

Pending Billing

BSDs and adjustment BSDs are:

BSD ID

BSR ID

Record Type

Category

Period Start Date

Period End Date

Actual Fee Amount

Derived Invoice Status

Approval Stage

BSD-1

BSR-1

Regular

Fee

01-July-2024

31-December-2024

USD 600.00

Pending

Approved

BSD-2

BSR-2

Regular

Fee

01-January-2025

30-June-2025

USD 600.00

Pending

Approved

BSD-2.a

Regular

Adjustment

01-January-2025

30-June-2025

USD 50.00

Pending

Approved

You initiated the ABO operation called full-term cancellation of the product effective from 01-July-2024.

The BSRs are:

BSR ID

BH ID

Record Type

Category

Period Start Date

Period End Date

Actual Fee Amount

Invoice Status

BSR-1

BH-1

Regular

Fee

01-July-2024

31-December-2024

USD 600.00

Cancelled

BSR-2

BH-1

Regular

Fee

01-January-2025

30-June-2025

USD 600.00

Cancelled

BSDs and adjustment BSDs are:

BSD ID

BSR ID

Record Type

Category

Period Start Date

Period End Date

Actual Fee Amount

Derived Invoice Status

Approval Stage

BSD-1

BSR-1

Regular

Fee

01-July-2024

31-December-2024

USD 600.00

Cancelled

Approved

BSD-2

BSR-2

Regular

Fee

01-January-2025

30-June-2025

USD 600.00

Cancelled

Approved

BSD-2.a

Regular

Adjustment

01-January-2025

30-June-2025

USD 50.00

Cancelled

Cancelled