Asset Settings

Turning on this setting indicates whether asset pricing is enabled by default for asset-related line items.

Select one or more actions from the drop-down list that you want to hide on the Installed Products page. Selected actions are hidden from the users. All the actions are displayed if the value is empty.

Submenu Action

Select one or more actions that you want to display in the asset action submenu drop-down. Select from:

• Change Merge
• Change Split
• Change Configuration
• Relate Component
• Change Quantity

Asset Source

Indicates the account source which the asset line items are retrieved from. Select from:

• Bill To
• Ship To
• Sold To

Show Assets

Decide which assets to display from the current, parent, or child assets of the current asset's account. If empty, only assets related to the context account are shown.

Select the Asset Line Fields to be displayed on the basic search filter panel. Supported values are text fields and dates.

Turn on this setting to display the accounts filter on the Installed Products page.

Turn on this setting to hide the co-term end date on the renew.

Apply Adj To Current Contract Term

Turn on this setting to keep the discounting limited to the current contract term.

Enable Default Quantity For ABO Item

Turn on this setting to enable the default quantity for the ABO item.

Enable Price Rule for Assets

Turn on this setting to enable the price rule adjustments to the assets.

Asset Restore Fields

Select the fields to be restored during Amend and Renew operations, with the system restoring original asset values for these fields and defaulting Start and End dates from assets.

Base Price Defaulting Method For Renewal

Default Renewal Term

Enter a value that is the value of the renewal term for Renewing products. The number signifies months to renew as the end date.

Renew One Ramp

Default Renewal End Date option

Renewal Business Object Type

Select the quote or agreement object used in renewal product configuration. Select from:

• Proposal (Default)
• Agreement

Renewal Execution Mode

Select the mode of Renewal Quote/Agreement generation. Select from:

• Auto (Default)
• On Demand

Renewal Group Fields

Select the asset line item fields. Based on this selection, the asset line items are grouped into different renewal quotes. 

Renewal Lead Time

Enable One Time Change

Turn on this setting to allow users to make changes to one timeline item.

Bypass Must Configure

Turn on this setting to allow the selection of multiple assets for Amend operation, including the required bundle asset.

End Date Preferences For Change Quantity

Select the end date preferences when during the increment or decrement of quantity. The supported values are Use Custom Date, Use Proposal / Agreement End Date, and Retain Current Asset End Date.

Change-Split Asset Actions

Specify the actions that can be performed on a split asset. The supported values are Amend, Renew, and Swap.

Purchase Identification Criteria

Identify the fields that determine the eligibility for co-term and the cumulation of the quantity. A list of comma-separated asset line item fields that determine the eligibility for co-term and quantity cumulation.

Merge Action Criteria Fields

List of asset line item fields separated by comma to enable merge asset action.

Termination

Same Day Cancellation

Turn on this setting to select Same Day Cancellation option where cancellation is done on the same day. If not turned on, then it means Cancellation is 'cancel day + 1 behavior'.

Editable Fields For Cancelled Lines

Select one or more asset line item fields for cancelled lines which are enabled for editing. Others remain as non-editable fields.