Use Case: Early Renewal of Ramped Bundle Assets with Options

You can perform an early renewal of a bundle asset that has options and multiple ramps, by changing the bundle start date to a date earlier than current asset end date.

Key Points to Note:

• CPQ supports both manual and auto renewal of assets.
• The Auto Cascade Selling Term setting must be True on the price list item of the options.
• The Enable Auto Ramp Creation setting must be True on the price list item of the bundle and options.

New Sale

In this use case, you purchase 1 bundle and 1 option with three ramp lines during the new sale.

Assets are created for the ramped bundle and option.

During Renewal

During renewal, you see the assets with the following details.

Renewal with a Modified Start Date

After 18 months, you want to renew this ramped bundle with its option for next 3 years under a good deal. You want to renew the service earlier then current asset end date (12/31/2023). You renew the assets by changing the start date of the first renewal bundle asset to 6/30/2022.

Key Points to Note:

• When you change the start date of the primary ramp line on the bundle, CPQ changes the start date of the primary option line to the same date as the bundle.
• CPQ recalculates the selling term of the primary ramp line on the bundle and option based on the changed date.
• CPQ recalculates the pricing correctly, based on the changed date.
• CPQ retains the line status of bundle and option lines as Renewed.