When Renewal Execution Mode is set to Auto, CPQ automatically renews an existing quote 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 quotes for forecasting
- You must work on renewal quotes in advance
The following diagram describes the flow of Auto renewals.
- Set the Renewal Business Object Type to Proposal.
- Set the Renewal Execution Mode to Auto.
- Define the Renewal Group Fields.
- Schedule the AssetRenewalJobScheduler batch job.
For more information, see Configuring Renewal Settings.