Conga Product Documentation

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Key points to consider

  • 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.
  • You must populate the "First Billing Date" on the asset line record. Once populated, you should not change this date manually or through database updates for subsequent operations, else it’ll have serious data corruption and will impact the billing data integrity.
    • If the populated date for the change is equal to the "Start Date", or "First Billing Date", then no change is allowed on the CPQ cart.
    • If the populated date for the change is on or after the “First Billing Date”, then the change operation can be performed on the asset line.
  • The asset line item is billed in a recurring fashion in the legacy system.

    This implies that the asset has been billed consistently in the legacy period where the remaining billable amount is in accordance with the formula:

    remaining billable amount= (net unit price * quantity * billing term).