General Setting
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| Default Asset Pricing Indicator | Turning on this setting Indicates whether asset pricing is enabled by default for asset-related line items. |
| Hide Assets Action | List of actions to be hidden on the installed products page. You can select Increment, Amend, Renew, and Cancel actions from the dropdown. Selected actions will be hidden from the users. All the actions are displayed if the value is empty. |
Submenu Action | List of actions to be displayed in the asset action submenu dropdowns separated by commas. |
Asset Source | Indicates the account source which the asset line items will be retrieved from. |
Show Assets | Decide which assets to display from the current, parent, or child assets of the current asset's account. Use a comma-separated string of Parents and Children. If empty, only assets related to the context account are shown. |
| Filter Fields | Enter the Asset Line Fields to be displayed on the filter. Supported values are text fields and End Date. |
| Show Account Filters | Turn on this setting to display the accounts filter on the installed products page. |
| Hide Co-term | Turn on this setting to hide the co-term end date on the renew. |
Apply Adj To Current Contract Term | Turn on this setting to keep the discounting limited to the current contract term |
Enable Default Quantity For ABO Item | Turn on this setting to enable the default quantity for the ABO item. |
| Renewal |
Base Price Defaulting Method For Renewal | Indicates how the base price should be defaulted when the asset is renewed. The supported Values are: Net Unit Price (default if not specified) Higher Of Contract Unit Price / Net Unit Price Lower Of Contract Unit Price / Net Unit Price. |
Default Renewal Term | When the value is provided use this value as the renewal term for Renewing products. The number signifies months to renew as the end date. |
Renew One Ramp | Turn on this setting to renew only one ramp line item based on the new term in order of renewal term in the asset line item, default renewal term in installed product setting and selling term in the asset line item. |
| Amend |
Enable One Time Change | Turn on this setting to allow users to make changes to one timeline item. |
Bypass Must Configure | Turn on this setting to allow to selection of multiple assets for Amend operation including must required bundle asset. |
End Date Preferences For Co-term | Select the end date preferences for the Co-term. the supported values are use Custom Date, Use Proposal EndDate, and Retain Current Asset End Date. |
Change-Split Asset Actions | Specify the actions that can be performed on a split asset. The supported values are Amend, Renew, and Swap. |
Purchase Identification Criteria | Identify the fields that determine the eligibility for co-term and the cumulation of the quantity. A list of comma-separated asset line item fields that determine the eligibility for co-term and quantity cumulation. |
Merge Action Criteria Fields | List of asset line item fields separated by comma to enable merge asset action. |
Termination |
Same Day Cancellation | Turn on this setting to check out the Same Day Cancellation option will provide behaviour where cancellation will be done on the same day, unchecking it will mean Cancellation will be using cancel day + 1 behaviour. |
Editable Fields For Cancelled Lines | A comma-separated list of editable asset line item fields for cancelled lines. |