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CPQ for Salesforce

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CPQ for Salesforce

Changing an Asset

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Merging Assets

As a Sales Representative, you can merge multiple assets created over a period of time as a result of actions such as new sale, quantity increment, split. You can consolidate individual streams of assets into a single asset, which can also help you avoid duplicates. You can track the origin of the newly-consolidated asset using the relationships created between the original assets and the merged asset.

Note:

The Merge feature is supported only for standalone products with a single charge type.

Prerequisites

  • There must be more than one asset line item.
  • The asset line items that you want to merge must have the same product, charge type, selling frequency, price type, and any other customized field. For more information, see Configuring Installed Products Settings.

To merge assets

  1. Click Installed Products. The Installed Product page is displayed.
  2. Select the checkboxes for the required assets and click Change > Merge. If the assets lines have the common mandatory fields, the Merge popup is displayed.
    Note:

    If the merge criteria are not fulfilled, an error message is displayed. For example, if the assets have different end dates, you cannot merge them.

    You must select at least two assets to see the Merge option under Change.

  3. From the Effective Date calendar, select a start date for the new merged asset.
    Note:

    The farthest start date is populated in the Effective Date field by default. The effective date must be greater than or equal to the farthest start date of the assets; otherwise, the Merge button is disabled. If you enter a date that is less than the farthest start date, an error message is displayed on the Merge popup.

  4. Click Merge. The selected assets are merged into a new asset. The line status of the new asset is Merged with the start date you provided in the Effective Date field.
    Note:

    The cart also loads the selected assets, but they are in Cancelled status. Their end date is one day before the start date of the merged asset. You cannot edit the end date of cancelled asset line items.

    The Merged asset does not retain the attributes from Cancelled assets.

    When the user merges two assets with the same purchase identifier, the merged line is associated with the same renewal quote that contained the original lines. For more information, see Use Case: Renewing Merged Assets with the Same Purchase Identifier.

    The merge line with a different date creates a renewal quote.

    • If both cancelled assets have the same purchase identifier as the one on the quote for merge, the renewal line for the new merged asset is created in the same renewal quote as the one that has the lines for the purchase identifier.
    • If both cancelled assets have different purchase identifiers, a renewal quote is created for the merged asset.

      Merge lines are created on a new renewal quote and cancelled lines removed from the existing renewal quote.

  5. On the Cart grid, hover the mouse on the Merged or Cancelled assets, click the more icon (), and select Related Line Items. The related line items popup is displayed.
    Note:

    The Add/Remove, Save, and Split buttons are visible for relationship types other than Merger.

    You can see related line items of the cancelled assets and their weighted net price.

    Note:

    The term on all related asset line items that are associated with the merged line is equal. The quantity on the merged line is the sum of all quantities on the related asset line items. The base price of the merged line is weighted average of the related lines. You can apply adjustments on the merged line, but the applied adjustment has no impact on the related asset line items.

User Guide
CPQ

February 11, 2025