Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Auto Cascade

Auto Cascade Quantity and Auto Cascade Selling Term for Bundle with Options during ABO operation (Change, Renew, Change:Config) works based on the matrix shown below. Cascade works for both recurring and one-time charge types.

Set the EnableAutoCascadeSellingTermForAssets and EnableAutoCascadeQuantityForAssets flag to True in the following API for asset-based operations.

PUT revenue-admin/v1/flows/system/settings/assets

You can enable this setting using the API or in Application Settings > Global Settings > Assets.

Auto Cascade Qty (PLI)Enable AutoCascadeQuantity ForAssetsAuto Cascade Selling Term (PLI)Enable AutoCascadeSellingTerm ForAssetsAsset PricingCascade from Bundle to Option
TrueTrueTrueTrueTrueYes
TrueFalseTrueFalseTrueNo
FalseFalseFalseFalseTrueNo
FalseTrueFalseTrueTrueNo
TrueFalseTrueFalseFalseYes.

Since Asset pricing = False, Option considers the flag at PLI where cascade = true

For new lines and upgraded lines, the cascade flag only for PLI value is considered. If Cascade = True then cascade, otherwise no.
Note that if Enable One Time Change = False then for one-time lines irrespective of the value on PLI for that line item, cascade is False.

Consider an scenario where: The Price List Item (PLI) setting for a primary line item is set to True and asset pricing is set to True. Then during the ABO operation if the quantity is updated for that PLI then the quantity is cascaded from bundle to option provided 'AutoCascadeQuantityForAssets' flag is set to True. However if 'AutoCascadeQuantityForAssets' flag is set to False, the quantity is not cascaded from bundle to option.