Conga Product Documentation

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Impact of Changing the Asset on Order Line Items and Asset Transaction History

The status of the asset changes to Amended on the Order Line Item and a new entry for the Change action is added as to the Asset Transaction History as Amend.





To check the status of your assets, the Status Category of the proposal must be Accepted. To view the assets, select the account of the proposal and navigate to Asset Line Items (Sold To) related list.

Every change you make to an asset impacts its Billing Schedule. If the asset is usage-based, then it impacts the associated Usage Schedule as well.

Note:

Even though you can extend your asset's validity using Change, it is recommended that you perform Renewal action for explicit renewal purposes.

Note:

Renewing Ramp Lines after Change Operation

The Asset Grid retains renew ramp line upon Change or Renew operation after you enable Renew One Ramp and Renew of Option.

When you click Change for an asset on the Installed Products page, CPQ shows one renewed option line. However, you must enable Renew One Ramp in the Installed Product settings along with Price Ramps for the bundle.