Conga Product Documentation

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Use Cases for Changing In-Flight orders

This section highlights the use cases when you would make changes to an In-Flight order, For example, delay in the provisioning of Subscription from a confirmed order, impacts the subscription effective dates, duration, and Price. Accordingly on provisioning, change In-Flight order, order line item, asset, and other related data.

New Subscription

Change in subscription dates without changing Term/Duration or Quantity

New subscription start is delayed by a month due to provisioning delay.

Ordered subscription: 01-Jan-2017 to 31-Dec-2017

Provisioned subscription: 01-Feb-2017 to 31-Jan-2018

Amend Subscription

Change amendment start date without changing the End Date and Quantity

Provisioning of an add-on order on an existing subscription is delayed by a month.

Ordered subscription: 01-Aug-2017 to 31-Jan-2018

Provisioned subscription: 01-Sep-2017 to 31-Jan-2018

Terminate Subscription

Change termination date of subscription

Termination of an existing subscription is delayed by a month due to provisioning delay

Ordered subscription Termination: End Date: 31-Oct-2017

Provisioned subscription Termination: End Date: 30-Nov-2017

Swap Subscription

Change start date of upgrade and thus change termination date of original subscription

Start date of the upgrade of an existing subscription is delayed by a month due to provisioning delay. Accordingly, termination of existing subscription also need to be delayed

Ordered subscription Upgrade:

Gold Warranty: End Date: 31-July-2017

Platinum Warranty: 01-Aug-2017 to 31-Jan-2018

Provisioned subscription Upgrade:

Gold Warranty: End Date: 31-Aug-2017

Platinum Warranty: 01-Sep-2017 to 31-Jan-2018

Add a new order line

Addition of n number of products to the existing order

Addition of Dimond Warranty to the existing order

Add new order line to the existing order by adding Dimond warranty

Cancel an existing Order Line

Canceling Gold Warranty for the existing order

Gold Warranty Status is Cancelled.

Change an existing order line

Provisioning of an add-on order on an existing subscription is shifted by a month and quantity needs to be increased from 1 to 2

Ordered subscription: 01-Aug-2017 to 31-Jan-2018

Provisioned subscription: 01-Sep-2017 to 31- Feb -2018 (Quantity: 2)

Calculate the end date by providing a start date, selling term and selling frequency

Provide your input for start date, selling term, selling frequency to the order line item and ensure that the end date on order line item must be null while passing the API.

Code Sample:

for(Apttus_Config2_OrderLineItem_c oli: orderLineList) { oli.Apttus_Config2__EndDate__c = null; oli.Apttus_Config2__StartDate__c = oli.Apttus_Config2__StartDate__c.addMonths(4); oli.Apttus_Config2__SellingTerm__c = 24; oli.Apttus_Config2__SellingFrequency__c = 'Monthly'; oli.Apttus_Config2__Quantity__c = oli.Apttus_Config2__Quantity__c; }

Calculate the selling term by providing a start date, end date, and selling frequency

Provide your input for start date, end date, selling frequency to the order line item and ensure that the selling term on order line item must be "0" while passing the API.

Code Sample:

for(Apttus_Config2_OrderLineItem_c oli: orderLineList) { oli.Apttus_Config2__SellingTerm__c = 0; oli.Apttus_Config2__EndDate__c = oli.Apttus_Config2__EndDate__c.addMonths(4); oli.Apttus_Config2__StartDate__c = oli.Apttus_Config2__StartDate__c; oli.Apttus_Config2__SellingFrequency__c = 'Monthly'; oli.Apttus_Config2__Quantity__c = oli.Apttus_Config2__Quantity__c; }