Conga Product Documentation

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Use Case: Restoring Asset Values on Reselection of Cancelled Options During Change

This use case describes how CPQ restores asset values on reselection of cancelled options during change.

Prerequisites

  • You have an active bundle asset.
  • The administrator has added the following asset fields to the Asset Restore Fields setting:
    • Quantity
    • Start Date
    • End Date
    • Location
    • ABO Number (custom field)
    • ABO Picklst (custom field)
    • ABO Text (custom field)

Restoring Asset Values During Change

  1. Navigate to the Installed Products page.
  2. Select the bundle asset you want to change. The bundle has the following details:

    Product

    Start Date

    End Date

    Quantity

    Selling Term

    Selling Frequency

    Bundle1

    01/01/2022

    31/12/2022

    1

    1

    Yearly

    Option1

    01/01/2022

    31/12/2022

    1

    1

    Yearly

  3. Click Change. The cart page with the following details is displayed.

    Product

    Start Date

    End Date

    Quantity

    Selling Term

    Selling Frequency

    Location

    ABO Picklist

    ABO Number

    ABO Text

    Bundle1

    01/01/2022

    31/12/2022

    1

    1

    Yearly

    IND

    RED

    2

    Internal

    Option1

    01/01/2022

    31/12/2022

    1

    1

    Yearly

    IND

    RED

    2

    Internal

  4. Make the following changes to the option on the cart:

    Product

    Start Date

    End Date

    Quantity

    Selling Term

    Selling Frequency

    Location

    ABO Picklist

    ABO Number

    ABO Text

    Option1

    01/01/2022

    31/10/2022

    3

    1

    Yearly

    US

    YELLOW

    6

    None

  5. Click the wrench icon () next to the asset. The Configuration page is displayed.
  6. Clear Option1 and reselect it. You can reselect the option regardless of the pricing calculation: after the calculation process is complete or during the process.
  7. Click Go to Pricing. The cart page with the following details is displayed:

    Product

    Start Date

    End Date

    Quantity

    Selling Term

    Selling Frequency

    Location

    ABO Picklist

    ABO Number

    ABO Text

    Option1

    01/01/2022

    31/12/2022

    1

    1

    Yearly

    IND

    RED

    2

    Internal

CPQ restores asset values for the fields added in the Asset Restore Fields setting, for the option line item on the Cart page.