Use Case: Renewed Ramped Assets Start from the End Date of the Last Ramp Line

CPQ begins the renewal start date of a ramped bundle asset (multi-year deal) based on the end date of the last ramp line (in the current term). CPQ calculates the renewal start date of the second ramp line based on the end date of the first ramp line; CPQ calculates the renewal start date of the subsequent ramp lines based on the end date of the previous ramp lines. While calculating the renewal start date of ramped asset line items, CPQ aligns the selling term of all renewal ramp lines with the selling term of ramp lines from the new sale.

Note

• CPQ supports both manual and auto renewal of assets.
• You must use only the Retain with current Asset End Date option on the Confirm Renewal pop-up. This use case does not work with other renewal end date options.
• The Renew One Ramp setting must be False.

Use Case 1

In this use case, you renew a bundle after changing the end date of the last ramp line.

New Sale: You sell a bundle to a customer during new sale.

Change Asset: You change the end date of the last ramp line from 12/31/2023 to 6/30/2023.

Renew Asset: After you renew the bundle asset, the renewal start date is based on the end date of the last ramp line. Though you change the end date of the last ramp line (resulting in different selling term from the previous two ramp lines), CPQ still honours the changed date and starts the renewal of the asset from the end date of the last ramp line.

Use Case 2

In this use case, you renew a bundle after changing the end date of multiple ramp lines.

New Sale: You sell a bundle to a customer during new sale.

Change Asset: You change the end date of multiple ramp lines.

Renew Asset: After you renew the bundle asset, the renewal start date is based on the end date of the last ramp line. While calculating the renewal start date of a ramped asset line item, CPQ aligns the selling term of all renewal ramp lines with the selling term of ramp lines from the new sale. CPQ calculates the renewal start date of the second and third ramp lines based on the end date of the first and second ramp lines respectively. Though you change the end date of multiple ramp lines (resulting in different selling terms), CPQ still honours the changed dates and starts the renewal of the asset from the end date of the last ramp line.