Use Case: Renewing Merged Assets with the Same Purchase Identifier
When the user merges two assets with the same purchase identifier, the merged line is associated with the same renewal quote that contained the original lines. For more information on merging assets, see Merging Assets.
Sale 1
Asset | Purchase ID | Renewal Quote |
|---|---|---|
Asset 1 | A123 | RQ1 |
Sale 2
Asset 2 is also associated with the same renewal quote because the purchase identifier is same.
Asset | Purchase ID | Renewal Quote |
|---|---|---|
Asset 2 | A123 | RQ1 |
Merge Assets
When Asset 1 and Asset 2 are merged, CPQ creates merged Asset 3. Because the merged asset also has the same purchase identifier, it will be created in the same renewal quote that had original assets.
Asset | Purchase ID | Renewal Quote |
|---|---|---|
Asset 3 | A123 | RQ1 |
The cancelled lines will be removed from the original quote.
