Conga Product Documentation

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Use Case: Renewing Bundle Assets without Adding Asset Net Price of Cancelled Options (Ramped Lines)

You have an active bundle asset with an option.
  1. Navigate to the Installed Products page.
  2. Select the bundle asset you want to renew.
  3. Click Renew. The Confirm Renewal intermediate page is displayed.
  4. Select Retain the current Asset End Date and click Confirm. The Installed Products page is displayed.
  5. On the Mini-Cart, click View Cart. The cart page with the following details is displayed.

    Product

    Quantity

    Net Price

    Base Price

    Line Status

    Option Price

    Start Date

    End Date

    Bundle 1

    1

    USD 300

    USD 300

    Renewed

    USD 0

    01/01/2026

    31/12/2026

    Standard Price

    1

    USD 300

    USD 300

    Renewed

    USD 0

    01/01/2027

    31/12/2027

    Standard Price

    1

    USD 300

    USD 300

    Renewed

    USD 0

    01/01/2028

    31/12/2028

    Option 1

    1

    USD 100

    USD 100

    Renewed

    USD 0

    01/01/2026

    31/12/2026

    Standard Price

    1

    USD 100

    USD 100

    Renewed

    USD 0

    01/01/2027

    31/12/2027

    Standard Price

    1

    USD 100

    USD 100

    Renewed

    USD 0

    01/01/2028

    31/12/2028

  6. Click the wrench icon () next to the bundle asset. The Configuration page is displayed.
  7. Deselect Option 1 and click Go to Pricing. The cart page with the following details is displayed:

    Product

    Quantity

    Net Price

    Base Price

    Line Status

    Option Price

    Start Date

    End Date

    Bundle 1

    1

    USD 200

    USD 300

    Renewed

    (USD 100)

    01/01/2026

    31/12/2026

    Standard Price

    1

    USD 200

    USD 300

    Renewed

    (USD 100)

    01/01/2027

    31/12/2027

    Standard Price

    1

    USD 200

    USD 300

    Renewed

    (USD 100)

    01/01/2028

    31/12/2028

    Option 1

    1

    USD 000

    USD 100

    Cancelled

    01/01/2023

    31/12/2023

    Standard Price

    1

    USD 000

    USD 100

    Cancelled

    01/01/2024

    31/12/2024

    Standard Price

    1

    USD 000

    USD 100

    Cancelled

    01/01/2025

    31/12/2025

    Note:
    • CPQ does not add the asset net price of the option to the rollup line of the bundle. CPQ deducts the asset net price (USD 100) of the cancelled option (Option 1) from the bundle rollup line (Bundle 1) during renewal because this option is no longer required.
    • CPQ displays that option as Cancelled on the cart with the asset start date and end date.
    • CPQ retains the bundle lines as Renewed with the renewed dates.
    • The grand total on the cart is USD 600.