This section describes how CPQ behaves when you cancel an option in a bundle asset that has ramp lines.

Case A

New Sale

  1. From an account, create an opportunity.
  2. Create a quote from the opportunity and configure products.
  3. Add a bundle product with an option (Option-1) to the cart. Make sure that the bundle does not have any ramp lines.
  4. Finalize the cart.
  5. After your customer accepts the quote, an order is generated.
  6. After you activate the order, a bundle asset is generated. The asset is active and visible on the account.

Change Asset

  1. Create a quote to change the asset.
  2. Navigate to the Installed Products page and select the bundle assets that you want to change.

  3. Click Change. The cart page is displayed.

  4. Cancel the existing Option-1 and add the new Option-2.

  5. Add three ramps to the bundle asset.

    CPQ does not cascade ramp lines from the bundle to the cancelled Option-1.

  6. Click Go to Pricing to load the cart.
  7. Click Reprice to apply and load the asset with the changes on the cart page.
  8. Click Finalize.
  9. After your customer accepts the quote, an order is generated.
  10. After you activate the order, change assets are generated.

Case B

New Sale

  1. From an account, create an opportunity.
  2. Create a quote from the opportunity and configure products.
  3. Add a bundle product with an option (Option-1) to the cart. Make sure that the bundle does not have any ramp lines.
  4. Finalize the cart.
  5. After your customer accepts the quote, an order is generated.
  6. After you activate the order, a bundle asset is generated. The asset is active and visible on the account.

Change Asset

  1. Create a quote to change the asset.
  2. Navigate to the Installed Products page and select the bundle assets that you want to change.

  3. Click Change. The cart page is displayed.

  4. Add the new Option-2.

  5. Add three ramps to the bundle asset. On the Cart both Option-1 and Option-2 have three ramp lines. For Option-1, there is one ramp in Existing status and two ramps in New status.

  6. Click the wrench icon () next to the bundle asset and cancel the existing Option-1.

    The first line is in Cancelled status and the other two lines are removed. CPQ adjusts the amount on the bundle properly.

  7. Click Go to Pricing to load the cart.
  8. Click Reprice to apply and load the asset with the changes on the cart page.
  9. Click Finalize.
  10. After your customer accepts the quote, an order is generated.
  11. After you activate the order, change assets are generated.