Conga Product Documentation

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Use Case: Cancelled Asset Options Fetch Original Asset Start and End Dates During Renewal

While renewing a bundle asset with options, if you cancel an option and go to the cart, the cancelled option line items fetch the original asset start date and end date. Further, these dates are cascaded to the proposal line items, order line items, and asset line items.

New Sale

In this use case, you purchase 1 bundle and 1 option with three ramp lines during the new sale.

Product Type

Start Date

End Date

Selling Term

Line Status

Bundle

01/01/2021

12/31/2021

1

New

Bundle

01/01/2022

12/31/2022

1

New

Bundle

01/01/2023

12/31/2023

1

New

Option

01/01/2021

12/31/2021

1

New

Option

01/01/2022

12/31/2022

1

New

Option

01/01/2023

12/31/2023

1

New

Assets are created for the ramped bundle and option.

During Renewal

During renewal, you see the assets with the following details.

Asset Type

Start Date

End Date

Selling Term

Line Status

Bundle

01/01/2024

12/31/2024

1

Renewed

Bundle

01/01/2025

12/31/2025

1

Renewed

Bundle

01/01/2026

12/31/2026

1

Renewed

Option

01/01/2024

12/31/2024

1

Renewed

Option

01/01/2025

12/31/2025

1

Renewed

Option

01/01/2026

12/31/2026

1

Renewed

Renewal with the Option Removed

You remove the option and go to the cart.

Asset Type

Start Date

End Date

Selling Term

Line Status

Bundle

01/01/2024

12/31/2024

1

Renewed

Bundle

01/01/2025

12/31/2025

1

Renewed

Bundle

01/01/2026

12/31/2026

1

Renewed

Option

01/01/2021

12/31/2021

1

Cancelled

Option

01/01/2022

12/31/2022

1

Cancelled

Option

01/01/2023

12/31/2023

1

Cancelled

Key Points to Note

  • The line status for cancelled option is Cancelled.
  • The cancelled option line item fetch the original asset start date and end date, not the renewed asset start date and date.
  • The Contract_numbers (cancellation date) have the original asset end date for that ramp line when the asset is cancelled.