Upgrading Conga Connector Spring 2022
If you are upgrading from the previous version of Conga Connector, you must complete a set of mandatory steps mentioned below to avoid errors.
Withholding Tax in Conga PDF
These are the steps:
- Create a Conga Query for Sales Credit Notes
- Create a Conga Query for Sales Invoices
- Replace the DOCX Files in Conga Templates
- Update Conga Solutions for Conga Buttons
Create a Conga Query for Sales Credit Notes
- Go to Conga Queries | New.
- In the Name field enter:
Sales Credit Note Withholding Tax Details [SCNWTDTL]
. - In the Description field, enter your preferred description.
- In the SOQL Select Statement field, enter:
SELECT c2g__WithholdingTax__r.Name, c2g__WithholdingRate__c FROM c2g__codaCreditNote__c WHERE Id = '{pv0}' and c2g__WithholdingTax__c != null
- Click Save.
Create a Conga Query for Sales Invoices
- Go to Conga Queries | New.
- In the Name field enter:
Sales Invoice Withholding Tax Details [SIWTDTL]
. - In the Description field, enter your preferred description.
- In the SOQL Select Statement field, enter:
SELECT c2g__WithholdingTax__r.Name, c2g__WithholdingRate__c FROM c2g__codaInvoice__c WHERE Id = '{pv0}' and c2g__WithholdingTax__c != null
- Click Save.
Replace the DOCX Files in Conga Templates
In this part you must replace the DOCX file in all related Conga templates.
- Go to Conga Templates and click the Template Name of the template you want to edit.
- Click Related.
- In the Notes & Attachments section, click View All.
- On the line of the DOCX file you want to delete, click | Delete.
- Confirm you want to delete the existing DOCX file.
- Click Upload Files and add the new DOCX file.
- When the file has finished uploading, click Done.
DOCX File Names
Conga Template Name |
DOCX File Name |
---|---|
Sales Credit Note Template Combined |
Mass_Template_Batch_FT7_SPT_2016_01_30_00_59_10.docx |
Sales Credit Note Template GST |
Mass_Template_Batch_FT8_SPT_2016_01_30_00_59_10.docx |
Sales Credit Note Template VAT |
Mass_Template_Batch_FT5_SPT_2016_01_30_00_59_10.docx |
Sales Invoice Template Combined |
Mass_Template_Batch_FT11_SPT_2016_01_30_00_59_10.docx |
Sales Invoice Template GST |
Mass_Template_Batch_FT12_SPT_2016_01_30_00_59_10.docx |
Sales Invoice Template VAT |
Mass_Template_Batch_FT9_SPT_2016_01_30_00_59_10.docx |
Update Conga Solutions for Conga Buttons
- Go to Conga Solutions.
- For each solution below, click the Conga Solution Name.
- Attach Sales Invoice PDF
- Email Sales Credit Note
- Email Sales Invoice
- Print Sales Credit Note
- Print Sales Credit Note PDF
- Print Sales Invoice
- Print Sales Invoice PDF
- In the Button URLs section, click Add Query Data.
- In the Select A Query section, use the Query Name Search to find the name of the query you added in Create a Conga Query for Sales Credit Notes and Create a Conga Query for Sales Invoices.
- Select the Query Name from the list.
- In the Alias field, for the sales invoice solutions enter
SIWTDTL
. For sales credit note solutions enterSCNWTDTL
. - Click Add Conga Query to Solution Record.
- Click Return to Solution Record | Update Button.
- Repeat steps 3-8 for all Conga Solutions in step 2.
QR Code for Conga Sales Invoices - Switzerland
Sales invoices for Swiss companies now benefit from the addition of a QR code that is added to the PDF document.
These are the steps:
- Create a Conga Query
- Update Existing Conga Query Payment Remittance Details [Rem]
- Replace DOCX Files in Conga Templates
- Update Conga Solutions
Create a Conga Query
- Go to Conga Queries | New.
- In the Name field enter:
Sales Invoice QR Code [SIQR]
. - In the Description field enter:
Created By Solution Pack for Composer Solution: Sales Invoice QR Code (c2g__codaInvoice__c)
- In the SOQL Select Statement field, enter:
SELECT Id from Attachment Where Name LIKE '%QRCode.png' AND ParentId = '{pv0}' ORDER BY CreatedDate DESC LIMIT 1
- Click Save.
Update Existing Conga Query Payment Remittance Details [Rem]
- Go to Conga Queries.
- In the search bar enter:
Payment Remittance Details [Rem]
- At the end of the line click | Edit.
- In the SOQL Select Statement field, add this subquery to the existing Select Statement query, immediately before the FROM clause:
(SELECT Id FROM Attachments WHERE NAME LIKE '%QRCode.png' LIMIT 1)
- Click Save.
Replace DOCX Files in Conga Templates
In this part you must replace the DOCX file in all related Conga templates.
- Go to Conga Templates and click the Template Name of the template you want to edit.
- Click Related.
- In the Notes & Attachments section, click View All.
- On the line of the DOCX file you want to delete, click | Delete.
- Confirm you want to delete the existing DOCX file.
- Click Upload Files and add the new DOCX file.
- When the file has finished uploading, click Done.
DOCX File Names
Conga Template Name | DOCX File Name |
---|---|
Remittance Template VAT | Mass_Template_Batch_FT4_SPT_2016_01_30_00_59_10.docx |
Sales Invoice Template VAT | Mass_Template_Batch_FT9_SPT_2016_01_30_00_59_10.docx |
Update Conga Solutions
- Go to Conga Solutions.
- For each solution below, click the Conga Solution Name.
- Attach Sales Invoice PDF
- Email Sales Invoice
- Print Sales Invoice
- Print Sales Invoice PDF
- In the Button URLs section, click Add Query Data.
- In the Select A Query section, use the Query Name Search to find the name of the query you added in Create a Conga Query.
- Select the Query Name from the list.
- In the Alias field enter
SIQR
. - Click Add Conga Query to Solution Record.
- Click Return to Solution Record | Update Button.
- Repeat steps 3-8 for all Conga Solutions in step 2.