General Setting

Default Asset Pricing Indicator

Turning on this setting indicates whether asset pricing is enabled by default for asset-related line items.

Hide Assets Action

Select one or more actions from the drop-down list that you want to hide on the Installed Products page. Selected actions are hidden from the users. All the actions are displayed if the value is empty.

Submenu Action

Select one or more actions that you want to display in the asset action submenu drop-down. Select from:

• Change Configuration
• Change Quantity

Asset Source

Indicates the account source which the asset line items are retrieved from. Select from:

• Bill To
• Ship To
• Sold To

Show Assets

Current Account option is selected by default.

Search Filter Fields

Select the Asset Line Fields to be displayed on the basic search filter panel. Supported values are text fields and dates.

Apply Adjustment To Current Contract Term

Turn on this setting to keep the discounting limited to the current contract term.

Enable Default Quantity For ABO Item

Turn on this setting to enable the default quantity for the ABO item.

Asset Restore Fields

Select the fields to be restored during Amend and Renew operations, with the system restoring original asset values for these fields and defaulting Start and End dates from assets.

Enable AutoCascade SellingTerm For Assets

Toggle to enable auto cascade of selling term of the bundle to its options.

Cascade is enabled regardless of whether the Asset Pricing setting is enabled or disabled.

Enable AutoCascade Quantity For Assets

Toggle to enable auto cascade of quantity of the bundle to its options.

C

Group By Fields

Select the field names of asset line items for which the view is created and grouped with any one field at a time. These fields are shown under the Group By dropdown on the Installed Products page.

Renewal

Base Price Defaulting Method For Renewal

Select a value from the drop-down to define how CPQ must default the base price when an asset is renewed. Valid Values are:

• Net Unit Price (default if not specified): CPQ renews the asset line with the net unit price. If no value is specified for this setting, this is the default behavior of CPQ during renewal.
• Higher Of Contract Unit Price / Net Unit Price: CPQ renews the asset with the higher value of contract unit price or net unit price of the asset.
• Lower Of Contract Unit Price / Net Unit Price: CPQ renews the asset with the lower value of contract unit price or net unit price of the asset.

Default Renewal Term

Enter a value that is the value of the renewal term for Renewing products. The number signifies months to renew as the end date.

Renew One Ramp

Turn on this setting to renew only one ramp line item based on the new term in order of renewal term in the asset line item, default renewal term in installed product setting and selling term in the asset line item. For more information, see Renewal Settings.

Renew One Ramp With Total Selling Term

Turn on this global setting to use Total Selling Term (sum of all ramp lines) when renew one ramp is true. Renew last ramp line with total selling term of entire ramp duration.

End Date Preferences For Renewals

Default Renewal End Date option

Select the default end date preference for renewal. The supported values are Use Custom Date, Use Proposal / Agreement End Date, Retain Current Asset End Date (default selection), and Farthest Asset End Date.

Renewal Business Object Type

Select the quote or agreement object used in renewal product configuration. Select from:

• Proposal (Default)
• Agreement

Renewal Execution Mode

Select the mode of Renewal Quote/Agreement generation. Select from:

• None: Renewal Assets Group and Renewal Quote is not created.
• Auto (Default): On order activation Renewal Assets Group and Renewal Quote are created for eligible asset line items.
• On Demand: Renewal Assets Group and asset Renewal Quote are created when the On Demand job is triggered from the Account.

Renewal Group Fields

Select the asset line item fields. Based on this selection, the asset line items are grouped into different renewal quotes. The default Renewal Group Fields are “AutoRenew” and “Pricelist”.

Renewal Group Attributes

Select the attributes. Based on this selection, the asset line items are grouped into different renewal quotes.

Renewal Lead Time

Enter the renewal lead time in number of days to satisfy On-demand renewal Quote/agreement generation. This is assets expiration days from system date.

Max Renewal LineItem Per Cart

Enter the maximum number of line items that you want in a renewal quote. The default value is 500.

Send Renewal Quote Creation Notification

Enable this setting to receive an email notification whenever a renewal quote is created for an existing customer or contract.

Send Renewal Quote Update Notification

Enable this setting to receive an email notification whenever a renewal quote is updated for an existing customer or contract.

Send Touchless Renewal Quote Acceptance Notification

Enable this setting to receive an email notification whenever a renewal quote is accepted for an existing customer or contract.

Send Renewal Process Error Notification

Enable this setting to receive an error email notification whenever error occurs anywhere during the renewal process.

Amend

Enable One Time Change

Turn on this setting to allow users to make changes to one timeline item.

Bypass Must Configure

Turn on this setting to allow the selection of multiple assets for Amend operation, including the required bundle asset.

End Date Preferences For Change: Quantity

Select the end date preferences when during the increment or decrement of quantity. The supported values are Use Custom Date, Use Proposal / Agreement End Date, and Retain Current Asset End Date (default selection).

Default Co-term Option for Change:Quantity

Select the default end date preference for Co-term during increment or decrement of quantity. The supported values are Use Custom Date, Use Proposal / Agreement End Date, and Retain Current Asset End Date (default selection).

If only one value is selected in 'End Date Preferences For Change:Quantity' field then only one value is available and it is the default value. When you select more than one value in 'End Date Preferences For Change:Quantity' field, then you can choose one value as default and others are available as drop-down during the Change: Quantity operation.

Change-Split Asset Actions

Specify the actions that can be performed on a split asset. The supported values are Amend, Renew, and Swap.

Purchase Identification Criteria

Select one or more asset line item fields that determine the eligibility for co-term during Change:Quantity operation. This is a multi-select picklist.

Termination

Same Day Cancellation

Turn on this setting to select Same Day Cancellation option where cancellation is done on the same day. If not turned on, then it means Cancellation is 'cancel day + 1 behavior'.

Editable Fields For Cancelled Lines

Select one or more asset line item fields for cancelled lines which are enabled for editing. Others remain as non-editable fields.

Suspend And Resume

Suspend And Resume Reason

Select the fields to provide reasons for suspension and resumption of assets. You can select up to four fields.