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Download page Use Case: Renew Bundle Assets without Adding Asset Net Price of Cancelled Options.
Use Case: Renew Bundle Assets without Adding Asset Net Price of Cancelled Options
This use case describes how CPQ renews bundle assets without adding the asset net price of cancelled options.
Prerequisite
- You have an active bundle asset with an option.
Scenario 1: Renewing Bundle Assets without Adding Asset Net Price of Cancelled Options (Ramped Lines)
- Navigate to the Installed Products page.
Select the bundle asset you want to renew.
- Click Renew. The Confirm Renewal intermediate page is displayed.
- Select Retain the current Asset End Date and click Confirm. The Installed Products page is displayed.
On the Mini-Cart, click View Cart. The cart page with the following details is displayed.
Product Quantity Net Price Base Price Line Status Option Price Start Date End Date Bundle 1 1 USD 300 USD 300 Renewed USD 0 01/01/2026 31/12/2026 Standard Price 1 USD 300 USD 300 Renewed USD 0 01/01/2027 31/12/2027 Standard Price 1 USD 300 USD 300 Renewed USD 0 01/01/2028 31/12/2028 Option 1 1 USD 100 USD 100 Renewed USD 0 01/01/2026 31/12/2026 Standard Price 1 USD 100 USD 100 Renewed USD 0 01/01/2027 31/12/2027 Standard Price 1 USD 100 USD 100 Renewed USD 0 01/01/2028 31/12/2028 - Click the wrench icon () next to the bundle asset. The Configuration page is displayed.
Deselect Option 1 and click Go to Pricing. The cart page with the following details is displayed:
Product Quantity Net Price Base Price Line Status Option Price Start Date End Date Bundle 1 1 USD 200 USD 300 Renewed (USD 100) 01/01/2026 31/12/2026 Standard Price 1 USD 200 USD 300 Renewed (USD 100) 01/01/2027 31/12/2027 Standard Price 1 USD 200 USD 300 Renewed (USD 100) 01/01/2028 31/12/2028 Option 1 1 USD 000 USD 100 Cancelled 01/01/2023 31/12/2023 Standard Price 1 USD 000 USD 100 Cancelled 01/01/2024 31/12/2024 Standard Price 1 USD 000 USD 100 Cancelled 01/01/2025 31/12/2025 - CPQ does not add the asset net price of the option to the rollup line of the bundle. CPQ deducts the asset net price (USD 100) of the cancelled option (Option 1) from the bundle rollup line (Bundle 1) during renewal because this option is no longer required.
- CPQ displays that option as Cancelled on the cart with the asset start date and end date.
- CPQ retains the bundle lines as Renewed with the renewed dates.
- The grand total on the cart is USD 600.
Scenario 2: Renewing Bundle Assets without Adding Asset Net Price of Cancelled Options (Non-Ramped Lines)
- Navigate to the Installed Products page.
Select the bundle asset you want to renew.
- Click Renew. The Confirm Renewal intermediate page is displayed.
- Select Retain the current Asset End Date and click Confirm. The Installed Products page is displayed.
On the Mini-Cart, click View Cart. The cart page with the following details is displayed.
Product Quantity Net Price Base Price Line Status Option Price Start Date End Date Bundle 1 1 USD 300 USD 300 Renewed USD 0 01/01/2024 31/12/2024 License Fee USD 200 USD 200 Renewed USD 0 01/01/2024 31/12/2024 Option License Fee1 1 USD 100 USD 100 Renewed 01/01/2024 31/12/2024 Option Standard Fee 1 USD 100 USD 100 Renewed 01/01/2024 31/12/2024 Option License Fee2 1 USD 100 USD 100 Renewed 01/01/2024 31/12/2024 - Click the wrench icon () next to the bundle asset. The Configuration page is displayed.
Deselect Option License Fee1 and click Go to Pricing. The cart page with the following details is displayed.
Product Quantity Net Price Base Price Line Status Option Price Start Date End Date Bundle 1 1 USD 300 USD 300 Renewed USD 0 01/01/2024 31/12/2024 License Fee USD 100 USD 200 Renewed (USD 100) 01/01/2024 31/12/2024 Option License Fee1 1 (USD 0) USD 100 Cancelled 01/01/2023 31/12/2023 Option Standard Fee 1 USD 100 USD 100 Renewed 01/01/2024 31/12/2024 Option License Fee2 1 USD 100 USD 100 Renewed 01/01/2024 31/12/2024 - CPQ does not add the asset net price of the option to the rollup line of the bundle.
- CPQ displays that option as Cancelled on the cart with the asset start date and end date.
- CPQ retains the bundle line (License Fee) as Renewed with the renewed dates because it still has at least one option (Option License Fee2) rolling up the price.
- Click the wrench icon () next to the bundle asset. The Configuration page is displayed.
Deselect Option License Fee2 and click Go to Pricing. The cart page with the following details is displayed.
Product Quantity Net Price Base Price Line Status Option Price Start Date End Date Bundle 1 1 USD 300 USD 300 Renewed USD 0 01/01/2024 31/12/2024 License Fee USD 0 USD 200 Cancelled (USD 200) 01/01/2023 31/12/2023 Option License Fee1 1 (USD 0) USD 100 Cancelled 01/01/2023 31/12/2023 Option Standard Fee 1 USD 100 USD 100 Renewed 01/01/2024 31/12/2024 Option License Fee2 1 (USD 0) USD 100 Cancelled 01/01/2023 31/12/2023 - CPQ does not add the asset net price of the option to the rollup line of the bundle.
- CPQ displays that option as Cancelled on the cart with the asset start date and end date.
- License Fee is a pure rollup line. When you cancel all options rolling up the price (Option License Fee1 and Option License Fee2), CPQ displays the bundle line (License Fee) as Cancelled on the cart with asset start date and end date because all options tagged to it are also cancelled.
- In further ABO operations, the bundle (Bundle 1) will show only the standard fee (asset net price of Option Standard Fee).