Download page Use Case: Restoring Asset Values on Reselection of Cancelled Options During Renewal.
Use Case: Restoring Asset Values on Reselection of Cancelled Options During Renewal
This use case describes how CPQ restores asset values on reselection of cancelled options during renewal.
Prerequisites
You have an active bundle asset.
The administrator has added the following asset fields to the Asset Restore Fields setting:
Quantity
Start Date
End Date
Location
ABO Number (custom field)
ABO Picklist (custom field)
ABO Text (custom field)
Restoring Asset Values and Renewal Dates During Renewal
Navigate to the Installed Products page.
Select the bundle asset you want to renew. The bundle has the following details:
Product
Start Date
End Date
Quantity
Selling Term
Selling Frequency
Bundle1
01/01/2022
31/12/2022
1
1
Yearly
Option1
01/01/2022
31/12/2022
1
1
Yearly
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
Start Date
End Date
Quantity
Selling Term
Selling Frequency
Location
ABO Picklist
ABO Number
ABO Text
Bundle1
01/01/2023
31/12/2023
1
1
Yearly
IND
RED
2
Internal
Option1
01/01/2023
31/12/2023
1
1
Yearly
IND
RED
2
Internal
Make the following changes to the option on the cart:
Product
Start Date
End Date
Quantity
Selling Term
Selling Frequency
Location
ABO Picklist
ABO Number
ABO Text
Option1
01/01/2023
30/06/2023
3
1
Yearly
US
YELLOW
6
None
Click the wrench icon () next to the asset. The Configuration page is displayed.
Deselect Option1 and reselect it. You can reselect the option regardless of the pricing calculation: after the calculation process is complete or during the process.
Click Go to Pricing. The cart page with the following details is displayed:
Product
Start Date
End Date
Quantity
Selling Term
Selling Frequency
Location
ABO Picklist
ABO Number
ABO Text
Option1
01/01/2023
31/12/2023
1
1
Yearly
IND
RED
2
Internal
CPQ restores the renewal start and end dates by default (not the asset start and end dates) and restores the rest of the fields from the asset.