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 Properties.
- For the Cancellation, either the “Terminate” button or its API is used
- The Is Legacy for Billing checkbox is set to True.
- The Same Day Cancellation custom setting is set to True
Note:
- If the populated End Date does not provide sufficient information for "Full
Cancellation", Conga Billing validates the following points before
proceeding further:
- When the End Date is equal to the “Start Date” or “First Billing Date”, partial cancellation is not allowed in Conga Billing for this date.
- When the End Date is greater than the Start Date, partial cancellation is allowed and Conga Billing computes and produces billing schedules, when initiated.
- Asset line record is marked as cancelled at the end of CPQ operation.
