Use Case: Switching Between Asset Price and PLI Price
This use case describes how you can switch between asset price and PLI price based on line status of cart line items and ABO actions.
Multiple ABO actions can result in the same line statuses for cart line items. For example:
ABO Action | Line Status |
|---|---|
Renew and Change (for line items when Price Type = One Time and Enable One Time Change = False) | Existing |
Renew and Change (for line items when Price Type = One Time and Enable One Time Change = True) | Amended |
For the line status "Existing", you want to switch between asset price for "Renew" and PLI price for "Change".
Business Scenario:
A sales operations administrator at a subscription-based services company manages pricing behavior for asset lifecycle operations. When a sales representative performs a Renew operation, the pricing must reflect the original asset price the customer was previously billed at, ensuring pricing continuity. When a sales representative performs a Change operation on the same asset, the pricing must instead reflect the current price list item price, ensuring that any updated commercial terms are applied correctly. The trigger for this configuration occurs when multiple ABO actions — specifically Renew and Change — result in the same cart line item status of Existing, which creates an ambiguity in how CPQ should determine the price to apply. The administrator must resolve this by setting a global default for asset pricing and then overriding it selectively for the Change action.
Configure Asset Pricing for Renew
You must configure asset pricing for all ABO actions through the global setting Default Asset Pricing Indicator?.
- Go to Setup > Develop > Custom Settings > Config System Properties.
- Click Manage and click Edit next to System Properties.
- Select the Default Asset Pricing Indicator? checkbox (set to true).
- Click Save.
CPQ will apply asset price on cart line items in "Existing" status during the Renew operation because the global setting Default Asset Pricing Indicator? is set to True, which makes asset price as default for asset line items.
Configure PLI Price for Change
You must override the global setting Default Asset Pricing Indicator? for for the Change operation and the corresponding cart line item status "Existing".
When you perform Change operation and come to the cart, for the line items in Existing status, you will see that the value is from the price list item, not from the asset pricing because you have overridden the default setting. However, when you perform the Renew operation for the same asset, you will see for the cart line item in "Existing" status that the value is from asset pricing.