Order Line Items
The Order Line Item (OLI) Detail page displays comprehensive information about a single line item within an order in Conga Billing. It provides a structured view of key identifiers, product and pricing configurations, and billing settings associated with the selected order line item.
Click the blue hyperlinked OLI name to navigate to the order line item details page.
It is divided
into three main areas: a header element at the top, metadata fields, and two tabbed navigation tabs — Details and Related.
Note: The Order Details page displays Activate and Generate Billing buttons for eligible line items.
Header Element and Metadata Fields: The top of the screen displays the OLI name and its current approval status at a glance. It also displays the metadata information through two key metadata fields for quick reference. These fields are read-only and cannot be edited directly from this page.
| Element | Description |
|---|---|
| OLI Name + Status Badge | Displays the OLI name alongside a colored workflow status (For example, Activated in green). |
| Order | Shows the order name as a reference to the order. |
| Extended Price | Displays the total extended price for this line item (For example, $100.00). |
Navigation Tabs:
Two tabs organize the OLI information. Click a tab label to switch between views without leaving the
page.
| Navigation Tab | Description |
|---|---|
| Details | Contains all field-level information about the OLI, organized into Key Details, Product and Pricing Details, and Billing Details sections. |
| Related | Provides access to associated records, such as billing header, forecast billing schedules, usage tiers, price adjustments, and attributes. |
The Details Tab
The Details tab is the primary tab for reviewing full OLI information. It is divided into three collapsible sections. Each section can be
expanded or collapsed by clicking the arrow icon next to the section title.
| Field | Description |
|---|---|
| Id | The internal system ID of the order line item. |
| Name | The display name of the OLI. |
| Order | Reference to the order record. |
| Bill To | The account to which invoices for this line item will be billed. |
| Ship To | The account or location to which the product/service will be delivered. |
| Sold To | The account that purchased the product or service. May differ from Bill To. |
| Location | Bill To, Physical or Logical location associated with this order line item, if applicable. |
| Ship To Location | Descriptive lookup for the ship-to location. |
| Asset Line Item | References the asset record generated from this line item upon order activation. |
| Description | A description of the product or service on this line item. |
| Start Date | The effective start date and time for the product or service. |
| End Date | The effective end date and time for the product or service. |
| Status | Current lifecycle status of the order line item. |
| Product | Reference to the product associated with this line item. |
| Product Option | If the product is part of a bundle, this field references the selected product option. |
| Line Type | Classifies the line item. |
| Selling Frequency | How often the product is sold/renewed. Example: Yearly, Monthly, One-Time. |
| Selling Term | The number of periods (months or years) for which the product is sold. Example: 2.00000000. |
| Price List | The price list from which pricing for this line item is derived. |
| Price List Item | The specific price list entry that determines the base price for this product. |
| Price Type | Defines the pricing model. Common values: Recurring, One-Time, Usage. |
| Product UOM | Unit of Measure for the product. Example: Each. |
| List Price | The standard catalog price for one unit of the product before adjustments. |
| Quantity | The number of units ordered for this line item. |
| Base Price | The starting price before any discounts or adjustments are applied. |
| Currency | The transaction currency for this line item. Example: USD. |
| Delta Quantity | The change in quantity relative to the previously active asset. Typically, used in amendments. |
| Base Extended Price | Base Price multiplied by Quantity: the total pre-adjustment price. |
| Extended Price | Final extended price after all adjustments. Quantity × Net Unit Price. |
| Adjusted Price | Price after manual or rule-based adjustments have been applied. |
| Delta Price | The incremental price difference resulting from a quantity or term change in an amendment. |
| Net Price | The final price after all discounts and adjustments, before tax. |
| Net Unit Price | Net Price per single unit of the product. |
| Billing Frequency | How often the customer is invoiced for this line item. Example: Monthly, Quarterly, Yearly, One-Time. |
| Billing Rule | Indicates whether billing should happen at the start of the period (Bill in Advance) or afterwards (Bill in Arrears). |
| Billing Preference | References the billing rule that governs invoice generation schedules and proration logic for this line item. |
| Taxable? | Indicates whether this line item is subject to tax calculation. |
| Tax Code | The tax classification code applied to this line item, used by the tax engine to determine applicable tax rates. |
| Tax Inclusive? | When checked, the listed price already includes tax. When unchecked, tax is calculated separately and added. |
| Ready For Billing Date | Indicates the date from which the order line item is eligible to be included for billing. |
The Related Tab
The Related tab on the Order Line Item detail page provides access to all child and associated records linked to a specific order line item in Conga Billing. It shows real-time counts and quick-access lists for billing header, forecast billing schedules, usage tiers, price adjustments, and attributes.
| Related List | Purpose |
|---|---|
| Billing Header | Parent billing header records associated with this line item. Typically zero until billing is generated. |
| Forecast Billing Schedules | Projected billing schedule entries. The count reflects the number of forecast scheduled. |
| Usage Tiers | Pricing tier definitions used for usage-based billing. The count reflects the number of configured tiers. |
| Price Adjustments | Manual or rule-driven price adjustment records applied to this line item. |
| Attributes | Custom attribute records linked to this line item for additional product or pricing. |