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)

  1. Navigate to the Installed Products page.

  2. Select the bundle asset you want to renew. 

  3. Click Renew. The Confirm Renewal intermediate page is displayed.
  4. Select Retain the current Asset End Date and click Confirm. The Installed Products page is displayed.

  5. On the Mini-Cart, click View Cart. The cart page with the following details is displayed.

    ProductQuantityNet PriceBase PriceLine StatusOption PriceStart DateEnd Date
    Bundle 11USD 300USD 300RenewedUSD 001/01/202631/12/2026
    Standard Price1USD 300USD 300RenewedUSD 001/01/202731/12/2027
    Standard Price1USD 300USD 300RenewedUSD 001/01/202831/12/2028
    Option 11USD 100USD 100RenewedUSD 001/01/202631/12/2026
    Standard Price1USD 100USD 100RenewedUSD 001/01/202731/12/2027
    Standard Price1USD 100USD 100RenewedUSD 001/01/202831/12/2028
  6. Click the wrench icon () next to the bundle asset. The Configuration page is displayed.

  7. Deselect Option 1 and click Go to Pricing. The cart page with the following details is displayed:

    ProductQuantityNet PriceBase PriceLine StatusOption PriceStart DateEnd Date
    Bundle 11USD 200USD 300Renewed(USD 100)01/01/202631/12/2026
    Standard Price1USD 200USD 300Renewed(USD 100)01/01/202731/12/2027
    Standard Price1USD 200USD 300Renewed(USD 100)01/01/202831/12/2028
    Option 11USD 000USD 100Cancelled
    		01/01/202331/12/2023
    Standard Price1USD 000USD 100Cancelled
    		01/01/202431/12/2024
    Standard Price1USD 000USD 100Cancelled
    		01/01/202531/12/2025
    • 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)

  1. Navigate to the Installed Products page.

  2. Select the bundle asset you want to renew. 

  3. Click Renew. The Confirm Renewal intermediate page is displayed.
  4. Select Retain the current Asset End Date and click Confirm. The Installed Products page is displayed.

  5. On the Mini-Cart, click View Cart. The cart page with the following details is displayed.

    ProductQuantityNet PriceBase PriceLine StatusOption PriceStart DateEnd Date
    Bundle 11USD 300USD 300RenewedUSD 001/01/202431/12/2024
    License Fee
    		USD 200USD 200RenewedUSD 001/01/202431/12/2024
    Option License Fee11USD 100USD 100Renewed
    		01/01/202431/12/2024
    Option Standard Fee1USD 100USD 100Renewed
    		01/01/202431/12/2024
    Option License Fee21USD 100USD 100Renewed
    		01/01/202431/12/2024
  6. Click the wrench icon () next to the bundle asset. The Configuration page is displayed.

  7. Deselect Option License Fee1 and click Go to Pricing. The cart page with the following details is displayed.

    ProductQuantityNet PriceBase PriceLine StatusOption PriceStart DateEnd Date
    Bundle 11USD 300USD 300RenewedUSD 001/01/202431/12/2024
    License Fee
    		USD 100USD 200Renewed(USD 100)01/01/202431/12/2024
    Option License Fee11(USD 0)USD 100Cancelled
    		01/01/202331/12/2023
    Option Standard Fee1USD 100USD 100Renewed
    		01/01/202431/12/2024
    Option License Fee21USD 100USD 100Renewed
    		01/01/202431/12/2024
    • 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.
  8. Click the wrench icon () next to the bundle asset. The Configuration page is displayed.

  9. Deselect Option License Fee2 and click Go to Pricing. The cart page with the following details is displayed.

    ProductQuantityNet PriceBase PriceLine StatusOption PriceStart DateEnd Date
    Bundle 11USD 300USD 300RenewedUSD 001/01/202431/12/2024
    License Fee
    		USD 0USD 200Cancelled(USD 200)01/01/202331/12/2023
    Option License Fee11(USD 0)USD 100Cancelled
    		01/01/202331/12/2023
    Option Standard Fee1USD 100USD 100Renewed
    		01/01/202431/12/2024
    Option License Fee21(USD 0)USD 100Cancelled
    		01/01/202331/12/2023
    • 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).