Conga Product Documentation

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Terminating an Asset

Using the Terminate action, you can cancel a standalone, standalone-with-attributes, or bundle-with-configurations asset from the Product Catalog page. This means you can end an asset's term before it is completed, giving you flexibility even if you are in the middle of your selling period.

Note:

The Terminate action is only available for products/assets with Price Type set to Recurring/Usage. If the asset's status isn't activated or if it's already in the cart for another action based on assets, then the Terminate action will be disabled.

  1. Go to the asset product.
  2. Click the action dropdown button and select the Termination action on the product card.
  3. Review the product name, selling frequency & term, start & end date, quantity, net unit price, net price, and charge type.
  4. Select the termination date.
  5. Click Terminate. The product is added to the cart.
  6. Go to the cart and follow the quote and order flow.

The overall status for the line item is shown as CANCELLED on the Cart, Quote, and Order details page. You can only delete canceled assets from the cart details and mini-cart.

Note:

For active carts, no line item fields are editable during the Terminate action.