When Renewal Execution Mode is set to Auto, CPQ automatically renews an existing agreement for all assets it has, as soon as the order is activated. You may want to renew an existing opportunity in Auto renewal mode when:

  • You require renewal agreements for forecasting
  • You must work on renewal agreements in advance

The following diagram describes the flow of Auto renewals.

Prerequisites

  • The Renewal Business Object Type is set to Agreement.
  • The Renewal Execution Mode is set to Auto.
  • The Renewal Group Fields are defined.
  • The AssetRenewalJobScheduler batch job is scheduled.

How Auto Renewal Mode Works

  1. In the Salesforce org, select Apttus Contract Management.
  2. Create an agreement.

  3. Add products to the cart and finalize it.
  4. Click Generate to generate an agreement document.
  5. After the negotiations are complete with your customer, click Activate to bring the agreement in effect.
  6. After you activate the order, assets are generated. The assets are active and visible on the account.
  7. CPQ creates auto renewal agreements immediately after you activate the order.

    By default, CPQ groups asset line items into renewal agreements by the Auto Renew flag and other Renewal Group Fields defined. There will be two renewed agreements: one for the asset lines with Auto Renew = True and the other for asset lines with Auto Renew = False.

    Renewal agreement that has assets with Auto Renew = True: On the expiry date of the asset, CPQ automatically processes the renewal agreement and renews the asset for the next term. The agreement will be automatically set to Accepted without any intervention (this is called Touchless Renewal).

    Renewal agreement that has assets with Auto Renew = False: You need to manually process the agreement.


    On the Account page, the renewed asset groups are listed under Temp Renew Asset Groups in the New status. After the AssetRenewalJobScheduler job is executed, the status of asset groups changes to Completed and the renewal agreement is created. The name of the renewal agreement will be Renew:<original_agreement_id>-<name_of_price_list>-<agreement_end_date>.

    When the renewal agreement is generated, the Renewal Line Item field on the asset line item is updated with the latest renewal configuration ID on the renewal agreement. When the user tries to manually renew this asset, a warning is displayed about the existence of a renewal agreement for this asset.

  8. When you configure products in this renewal agreement, CPQ takes you to the Cart page directly where assets with renewed Start Date, End Date, and Selling Term are available. The Line Status of assets is Renewed and asset pricing calculated according to the renewed Start Date, End Date, and Selling Term.

    On the new renewal agreement, the Start Date = Parent agreement's End Date + 1 and End Date = New Start Date + Selling Term.

    The Approval Stage of the agreement is marked back to Draft allowing you to perform any changes to the renewal configuration. Any change or update to the assets are reflected in the opportunity based renewal agreement.

  9. Add products to the cart if required.
  10. Click Finalize to navigate back to the agreement.
  11. Click Generate to generate an agreement document.
  12. After you accept the agreement, an order is generated.