Conga Product Documentation

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Prerequisites

  • The custom setting Creation of legacy BS record is set to Single Record value.
  • The object and fields required to support legacy billing for legacy asset line items (ALI) are configured. For more information, see Understanding Billing Schedules and Billing System Properties.
  • The following minimum criteria are met:
    • The Is Legacy for Billing checkbox is set to True.
    • The Price Type is set to One Time.
    • The Billing Frequency is set to One Time.
    • The First Billing Date is "not blank" and is greater than the ALI start date.
    • ABO operation to be performed on the CPQ is “Change” (“Change:Quantity” or “Change:Configuration” or any similar functions that CPQ might release in the future are not supported).
    • The amendment date should be greater than or equal to the "First Billing Date".