Conga Product Documentation

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Example

As per the above example, let's suppose you want to give a discount of 20% to the customer from the Period Start Date of 11/20/2022. The amended billing schedules, Usage Inputs, and Asset Usage Price Tiers are as follows:

Billing Schedule ID

Period Start Date

Period End Date

Fee Amount

Ready for Invoice Date

Type

Status

Is Superseded

Legacy BS record?

BS-001

7/20/2021

11/19/2022

$0.00

7/20/2021

Informational

Invoiced

TRUE

BS-002

11/20/2022

12/19/2022

$400.00

11/20/2022

Contracted

Superseded

Yes

BS-003

12/20/2022

1/19/2023

$0.00

12/20/2022

Contracted

Superseded

Yes

BS-004

1/20/2023

2/19/2023

$0.00

1/20/2023

Contracted

Superseded

Yes

BS-005

11/20/2022

12/19/2022

$0.00

11/20/2022

Contracted

Pending Billing

BS-006

12/20/2022

1/19/2023

$0.00

12/20/2022

Contracted

Pending Billing

BS-007

1/20/2023

2/19/2023

$0.00

1/20/2023

Contracted

Pending Billing

Usage Inputs are set to default value. You can click on the Input ID and process the Usage Input. Once you process the Usage Input, the same will reflect on the corresponding billing schedule.

Input ID

Status

Quantity

Rated Amount

Usage Date

IN-001

Loaded

10

$0.00

11/20/2022

IN-002

Loaded

10

$0.00

11/25/2022

IN-003

Loaded

20

$0.00

11/21/2022

Asset Usage Price Tiers will show the discounted price.

Tier ID

From

To

Unit Price

Adjustment Type

AT-001

0.00000

10.00000

$8.00

List Price Override

AT-002

10.00000

20.00000

$16.00

List Price Override

AT-003

20.00000

30.00000

$24.00

List Price Override

After doing the amendment the final Billing Schedule looks like this:

Billing Schedule ID

Period Start Date

Period End Date

Fee Amount

Ready for Invoice Date

Type

Status

Is Superseded

Legacy BS record?

BS-001

7/20/2021

11/19/2022

$0.00

7/20/2021

Informational

Invoiced

TRUE

BS-002

11/20/2022

12/19/2022

$400.00

11/20/2022

Contracted

Superseded

Yes

BS-003

12/20/2022

1/19/2023

$0.00

12/20/2022

Contracted

Superseded

Yes

BS-004

1/20/2023

2/19/2023

$0.00

1/20/2023

Contracted

Superseded

Yes

BS-005

11/20/2022

12/19/2022

$320.00

11/20/2022

Contracted

Pending Billing

BS-006

12/20/2022

1/19/2023

$0.00

12/20/2022

Contracted

Pending Billing

BS-007

1/20/2023

2/19/2023

$0.00

1/20/2023

Contracted

Pending Billing

Usage Schedules are automatically generated to record the quantity consumed for each Billing Schedule.

Usage Schedule ID

Fee Amount

Billing Schedule ID

Actual Quantity

Period Start Date

Period End Date

Status

Is Superseded

US-001

$0.00

BS-001

7/20/2021

11/19/2022

Invoiced

US-002

$400.00

BS-002

100.00000

11/20/2022

12/19/2022

Superseded

Yes

US-003

$0.00

BS-003

12/20/2022

1/19/2023

Superseded

Yes

US-004

$0.00

BS-004

1/20/2023

2/19/2023

Superseded

Yes

US-005

$320

BS-005

100.00000

11/20/2022

12/19/2022

Pending Billing

US-006

$0.00

BS-006

12/20/2022

1/19/2023

Pending Billing

US-007

$0.00

BS-007

1/20/2023

2/19/2023

Pending Billing