Conga Product Documentation

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Evergreen-Billed Order and Asset Lines

If an OLI has a set of fields populated with the following values:

  • PriceType is Recurring
  • AutoRenewal Type setup is Evergreen
  • AutoRenewalTerm is either a user-entered value or a derived term but can not be null.

When billing is initiated by calling the Initiate Billing API, the Price Type field on the billing header (BH) for this product is updated to Evergreen. The billing header of an evergreen product is activated like normal products and it fetches the details like start date, end date, quantity, current unbilled amount, net unit price, etc. from the OLI.

Note:

If any of the fields AutoRenewal Type or AutoRenewalTerm does not have a valid value or the value is missing, then the Price Type field on the billing header is marked as "Recurring".

Based on the pricing source chosen in the Billing Settings, the pricing information is fetched from the Order Line Item (OLI) or Asset Line Item (ALI). When the pricing source is set to OLI, Billing fetches all the information, including the pricing information from the OLI. If the pricing source is set to ALI, Billing fetches the pricing information from the ALI. For more details on pricing sources, see Managing Pricing Source.

Suppose the order line item for a standalone product has the following details:

Order No.

Order Line No.

Product

Billing Frequency

Price Type

AutoRenewalType

AutoRenewalTerm

Start Date

End Date

Quantity

List price

Net Price

O-1

OLI-1

Service

Half-yearly

Recurring

Evergreen

2

01-January-2024

31-December-2024

1

USD 1,200.00

USD 1,200.00

When Billing is initiated, the resulting Billing Header will contain the Price Type as Evergreen instead of Recurring. The billing header shows:

Billing header ID

Order No.

Current Order Line

Product

Status

Price Type

Billing Frequency

Billing Rule

Billing Start Date

Billing End Date

Quantity

Net Unit Price

Total Invoiced Amount

Pending Invoiced Amount

BH-1

O-1

OLI-1

Service

Active

Evergreen

Half-yearly

Bill In Advance

01-January-2024

31-December-2024

1

USD 1,200.00

USD 0.00

USD 1,200.00