Manage Adjustment Billing Schedule Details
Adjustment BSDs are ad hoc entries, created manually, to adjust the fee amount for a specific billing period. These adjustments can be either positive (additional charges) or negative (credits/discounts). The Category field for these BSDs is set to Adjustment and you can add a custom description for each adjustment. Once approved, the adjustment amount is rolled up to the parent Billing Schedule Record (BSR) and then to the Billing Header (BH), impacting the total billable amount for that period.
Adjustment BSDs enable you to manually correct or update billing amounts for a period without touching the engine-generated billing schedule records. They are especially useful for organizations that bill through Conga but invoice elsewhere, or for finance teams needing granular control over billing.
Note: Conga Billing prevents approved adjustment BSDs from changing the sign of a BSR's Actual Fee Amount. The Actual Fee Amount is calculated based on the total of its Fee-category BSDs. Adjustments can reduce the Actual Fee Amount to zero, but cannot change it from positive to negative or from negative to positive. If a bulk approval of BSDs would violate this rule, the system fully rejects the approval for the affected BSR and displays a clear error message indicating the allowed adjustment range. This restriction applies only for the approval of the adjustment BSDs. The above restriction doesn't affect adjustment creation, deletion, or other status changes, and it doesn't apply to BSRs created from custom plans.
You can create, delete, and change the approval status of these schedules. During cancellation, the Billing application mark them as Canceled, based on the change in their Derived Invoice Status.
Refer the following topics to manage Adjustment BSDs.
- Adding Adjustments to the Billing Amount to create an adjustment BSD.
- Deleting Adjustment Billing Schedule Details to delete an adjustment BSD.
- Changing the Approval Stage of Adjustment BSD to change the status of an adjustment BSD.
- Auto-update the Approval Status to Canceled to know how the status is auto updated.