Key points to consider
Ensure that the custom setting Creation of legacy BS record is set to Single Record value.
- Ensure that 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.
- Minimum criteria to amend usage-based legacy assets in Conga:
- Is Legacy for Billing checkbox is set to True.
- The Price Type is set to Usage.
- The Remaining Billable Amount is USD 0.00.
- The First Billing Date is "not blank" and is greater than the ALI start date.
- The amendment date should be greater than or equal to the "First Billing Date".
- The Change:Quantity and Change:Configuration functionalities are not supported for the amendment of recurring legacy assets. If you attempt to perform any of these functions, they tend to cancel the ongoing amendment process and create a new asset line item. This new asset line item is not treated as a legacy asset by the system and hence it goes out of the scope of this functionality.
- For the usage-based billing of the legacy assets, the usage quantity is not pre-determined, rather it is derived from the Usage Inputs.
- In simpler words, you can say that Billing supports only the postpaid type of usage-based consumption.
- The usage rating determines the billable amount and the system ignores any TCV which is populated for the asset line item.
- The Remaining Billable Amount is always $0.00.
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The custom setting “Creation of legacy BS record” is set to a “Single Record” value.
