As a Sales rep, you can divide an existing asset into multiple split lines to negotiate an upsell quote with customers. You can split standalone assets and bundle assets that have option line items. You can split a bundled asset into multiple components each with its own quantity, start date, and end date. On each split line of the asset, you can perform various asset-based actions such as, split, split and swap, and split and renew.

Prerequisites

A Product Replacement Constraint Rule must be configured by your administrator for the Swap asset action.

To split an asset

  1. Click Installed Products. The Installed Product page is displayed.
  2. Select the check box for a product and click Change > Split. The Define Split <asset name> page is displayed. The original asset line item is in Existing status with the existing asset quantity, start date, and end date. One more split line is added with zero quantity, with the same asset start date and end date.
  3. Select one of the following split asset actions.

    The split asset actions depend on what your administrator has configured. For more information, see "Configuring Installed Products Settings" in CPQ on Salesforce Spring 2019 Administrator Guide.


    • Split and Renew: Click the more icon  and select Renew to split the asset into two split lines and renew the second split line. 

    • Split and Swap: Click the more icon  and select Swap to split the asset into two split lines and to exchange a split line of the existing asset with a predefined alternate asset. When you select Swap, the Swap Asset page is displayed. Click Split to return to the Define Split <asset name> page. You can now see the swapped asset for the Split and Swap split line. For more information, see Swapping an Asset

    • Click the add icon  to add more split lines. 

    • Click the delete icon  to remove an split line. 

  4. Enter the following details:

    For a bundle asset, you can edit the data either at the bundle line level or at the option item levels. When you edit the data at the option item level, the corresponding line status changes to Amend. The unedited options remain in the Existing status.

    You must edit the parameters on each line within the bundle construct.

    FieldDescription
    Quantity

    Enter the desired quantity for the split lines. You can also change the quantity of the original asset. When you change the quantity of the original asset, the status of the asset changes to Amend.

    Until you enter the quantity for the split lines, the Go to Pricing button is disabled.

    Option quantity is not cascaded to options for all split actions. You must populate the option quantity manually. Until then, the Go to Pricing button is disabled.

    Start Date

    All split lines fetch the original asset start date by default. Modify the split line start date if required. For Split-Renew and Split-Swap actions, the split line will have the modified start date on the cart page.

    If you do not enter a date on the option lines for a split component, the Go to Pricing button is not enabled.

    End Date

    All split lines fetch the original asset end date by default. Modify the split line end date if required. For Split-Renew and Split-Swap actions, the split line will have the modified end date on the cart page.

    If you do not enter a date on the option lines for a split component, the Go to Pricing button is not enabled.

  5. Click Go to Pricing. The cart page is displayed where you can also change the quantity, start date, and end date.
    • Existing asset: Unless you made any changes, the existing asset remains unchanged (with zero Delta Quantity). The original line item and split line (both standalone and bundle asset) are in Amended status. Unless you made any changes, the option product is in Existing status. If you made any changes on an option line item (for example, change in end date), the changes are rolled up to the bundle line item and status of both bundle and option is Amended.
    • Split: The split line is in Split status. Unless you made any changes, the split line retains the start date and end date of the original asset. The quantity of the split line is the total quantity that includes original quantity and new quantity.
    • Split and Renew: The split line is in Split and Renewed status. The start date and end date are renewed dates. The quantity of the renewed split line is the total quantity that includes original quantity and new quantity.
    • Split and Swap: The split line is in Upgraded status. The start date and end date are modified dates. Both split-swap bundle line item and option line item display the updated quantity.

      The Asset Line Item column on the cart indicates that the new asset line items have references to the original asset line item.

      When the effective date of swap is before the end date of the original line, the swap line is coterminated with the original line. When the effective date of swap is after the end date of the original line, the swap line added for the whole term.

      For a bundle product, you can have different start date and end date combination.

      To avoid constraint rules from being triggered on Split and Renewed or any other line status on the Cart, the administrator must have defined constraint rule criteria. For information on configuring constraint rules, refer to "Creating Constraint Rules" in CPQ on Salesforce Administrator Guide.

  6. Click Reprice. You can now finalize your cart. 
  7. Navigate to the account. After the quote is accepted and the order is activated, the account displays all split lines as new asset line items. 
  8. Click an asset line item link. The Asset Line Item page is displayed.
  9. Click Related Asset Line Items (From) or Related Asset Line Items (To) link. The New Related Asset Line Item window displays the relation between the original asset line item and the new split asset line item.
  10. Click Related Transaction History (From) or Related Transaction History (To) link. The New Asset Transaction History window displays the complete history of a specified asset line item.