Prerequisites
- The object and fields required to support legacy billing for legacy asset line items are configured. For more information, see Understanding Billing Schedules and Billing System PropertiesBilling Schedules
- The Is Legacy for Billing checkbox is set to True.
- For the Cancellation, either the “Terminate” button or its API is used.
- The Same Day Cancellation custom setting is set to True and the End Date is equal to the Original Start Date.
- Alternatively, if the Same Day Cancellation custom setting is not True then the End Date must be equal to “Original Start Date − 1”.
- The Original Start Date, Start Date, End Date, Remaining Billable Amount, TCV, Selling Term, and CPQ Pricing fields (Base Unit Price and Net Price) are captured accurately on the asset line record.
Note:
- The scenario is a full cancellation only if:
- When either End Date equal to “Original Start Date” or End Date equal to “Original Start Date-1” is populated, it’s understood as a Full Cancellation.
- When none of the above dates is populated, it’s understood as a Partial Cancellation.
- Once validated, the billing metrics API returns the refund amount on the CPQ cart.
- The cancellation Date is not a concern for Conga Billing for this functionality.
- Asset line record is marked as cancelled at the end of CPQ operation.
