You can use any field on the Asset Line Item in Renewal Group Fields when creating a renewal quote. This section explains how CPQ groups renewal assets with use cases.

Grouping a Renewal Quote by Product

In this example, the original quote has both auto-renew and non-auto renew lines. In this example, Term = 12, Quantity = 1, Net Price = 10000, Auto Renewal Term = 24, and Renewal Adjustment Type = percent.

ProductCharge TypeBase PriceStart DateEnd DateRenewal Adjustment AmountAuto Renew
Product AOne-time100004/1/20153/31/201610TRUE
Product ARecurring1001/1/201512/31/2015
FALSE
Product BOne-time50005/1/20154/30/201610FALSE
Product BRecurring2001/1/201512/31/2015
TRUE

Configuration

To group the renewal assets by the Product, enter the API name of the Product Name field in Renewal Group Fields.

Field
Renewal Execution ModeAuto
Renewal Lead Time-
Renewal Group FieldsApttus_Config2__ProductId__r.Name

Renewal Quotes Created

Quote 1

In this example, Term = 12, Quantity = 1, Net Price = 10000, Auto Renewal Term = 24, and Renewal Adjustment Type = percent.

ProductCharge TypeBase PriceStart DateEnd DateRenewal Adjustment AmountAuto Renew
Product AOne-time100004/1/20153/31/201610TRUE
Product ARecurring1001/1/201512/31/2015
FALSE


Quote 2

In this example, Term = 12, Quantity = 1, Net Price = 10000, Auto Renewal Term = 24, and Renewal Adjustment Type = percent.

ProductCharge TypeBase PriceStart DateEnd DateRenewal Adjustment AmountAuto Renew
Product BOne-time50005/1/20154/30/201610FALSE
Product BRecurring2001/1/201512/31/2015
TRUE

Grouping Renewal Quotes by Product and Auto Renew Flag

This is the quote that will undergo renewal. In this example, Term = 12, Quantity = 1, Net Price = 10000, Auto Renewal Term = 24, and Renewal Adjustment Type = percent.

ProductCharge TypeBase PriceStart DateEnd DateRenewal Adjustment AmountAuto Renew
Product AOne-time100004/1/20153/31/201610TRUE
Product ARecurring1001/1/201512/31/2015
FALSE
Product BOne-time50005/1/20154/30/201610FALSE
Product BRecurring2001/1/201512/31/2015
TRUE

Configuration

To group the Renewal Quotes by the Product and Auto Renew Status, enter the API name of these fields in Renewal Group Fields.

Field
Renewal Execution ModeAuto
Renewal Lead Time-
Renewal Group FieldsApttus_Config2__ProductId__r.Name, Apttus_Config2__AutoRenew

Quotes Created

Quote 1 Product A: auto renew

In this example, Term = 12, Quantity = 1, Net Price = 10000, Auto Renewal Term = 24, and Renewal Adjustment Type = percent.

ProductCharge TypeBase PriceStart DateEnd DateRenewal Adjustment AmountAuto Renew
Product AOne-time100004/1/20153/31/201610TRUE

Quote 2 Product B: auto renew

In this example, Term = 12, Quantity = 1, Net Price = 10000, Auto Renewal Term = 24, and Renewal Adjustment Type = percent.

ProductCharge TypeBase PriceStart DateEnd DateRenewal Adjustment AmountAuto Renew
Product BRecurring2001/1/201512/31/2015
TRUE


Quote 3 Product A: non-auto renew

In this example, Term = 12, Quantity = 1, Net Price = 10000, Auto Renewal Term = 24, and Renewal Adjustment Type = percent.

ProductCharge TypeBase PriceStart DateEnd DateRenewal Adjustment AmountAuto Renew
Product ARecurring1001/1/201512/31/2015
FALSE

Quote 4 Product B: non-auto renew

In this example, Term = 12, Quantity = 1, Net Price = 10000, Auto Renewal Term = 24, and Renewal Adjustment Type = percent.

ProductCharge TypeBase PriceStart DateEnd DateRenewal Adjustment AmountAuto Renew
Product BOne-time50005/1/20154/30/201610FALSE