As a Sales Representative, you can increase the quantity of an asset and bill your customer for the incremented asset as a separate asset. Separate billing schedules are created for the incremented asset. 

Use Case: Creating Billing Schedules for an Incremented Asset

Description: This use case describes how billing schedules are created when you increase the quantity of an asset.

Suppose you are a customer service representative for a software company and you change the license quantity for an asset from 1 to 4. Before you change the asset quality, you see the following billing schedules:

Schedule

Period Start

Period End

Status

Fee Amount

BS11/1/20193/31/2019Pending Billing$90.00
BS24/1/20196/30/2019Pending Billing$90.00
BS37/1/20199/30/2019Pending Billing$90.00
BS410/1/201912/31/2019Pending Billing$90.00


To create billing schedules for the incremented assets

  1. From an ABO Quote, click Configure Products.
  2. On the cart page, click Installed Products.
  3. Select your asset and click Change > Quantity. 
  4. In the Change quantity by field, increase the quantity by 3 by clicking the + icon. The New Quantity field displays the updated quantity immediately. 
  5. Select the appropriate Cotermination option. For details on Cotermination option, refer to Increment Asset with Coterminate Lines topic in CPQ for Salesforce User Guide. 
  6. Enter the Start Date and End Date. 
  7. Click Go to Pricing. An asset line item with status Incremented and quantity as 3 is created. 
  8. Finalize the Cart. 
  9. Accept the Quote/Proposal and activate the order. 

Result:

  • A new asset is created with Quantity as 3 and status as Incremented. 
  • 3 Billing Schedules are created as follows:

    Schedule

    Period Start

    Period End

    Status

    Fee Amount

    BS51/1/20193/31/2019Pending Billing$270.00
    BS64/1/20196/30/2019Pending Billing$270.00
    BS77/1/20199/30/2019Pending Billing$270.00

For more details on incrementing an asset, refer to Increment Asset with Coterminate Lines in CPQ for Salesforce User Guide.