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CPQ for Salesforce

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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CPQ for Salesforce

Managing Assets in the Contract Flow

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Terminating Assets in the Contract Flow

This section explains how you can terminate assets in the Contract flow.

Prerequisite

  • Ensure that the custom setting Auto Create Order is set to True under Setup > Develop > Custom Settings > Comply System Properties.
  • Assets are already created.

To terminate assets in the contract flow

  1. In the Salesforce org, select Conga Contract Management.
  2. Create an agreement for asset termination.
    Note:

    The new agreement is not related to the agreement that was created during the new sale. CPQ does not support versioning of the original agreement.

  3. Click Configure Products and navigate to the Installed Products page.
    Note:

    Do not use the Terminate button on the agreement to terminate assets. If you do so, CPQ terminates only the agreement. In that case, you must terminate the corresponding assets manually unless you do partial termination of the assets using the Amend button on the agreement.

  4. Select the assets that you want to cancel and click Terminate.
    The Confirm Termination pop-up is displayed.
  5. Enter the Termination Date and click Confirm.The termination date can be in the past, the current date, or any date in the future. You can use custom logic to validate the date entered for the cancellation. If the validation fails, an error message is displayed.

    The status of the cancelled asset line items shows Pending Cancellation on the Installed Products page.

  6. Go to the Cart and review the following fields and their values.
    • Net Price
    • Line Status
    • Selling Term
    • End Date
  7. Click Finalize to navigate back to the agreement. CPQ creates agreement line items.
  8. Click Generate to generate an agreement document.
  9. After the negotiations are complete with your customer, click Activate to bring the agreement in effect.

    After you activate the order for the terminated assets, the status of the terminated asset changes from New to Cancelled on the account.

    Note:

    However, the agreement you created to terminate assets is still active. You must terminate it manually to cancel the agreement.

For more information, see Terminating an Asset.

User Guide
CPQ

February 11, 2025