Use Case: Renew Bundle Assets without Adding Asset Net Price of Cancelled Options
This use case describes how CPQ renews bundle assets without adding the asset net price of cancelled options.
Prerequisite
- You have an active bundle asset with an option.
Scenario 1: Renewing Bundle Assets without Adding Asset Net Price of Cancelled Options (Ramped Lines)
- Navigate to the Installed Products page.
- Select the bundle asset you want to renew.
- Click Renew. The Confirm Renewal intermediate page is displayed.
- Select Retain the current Asset End Date and click Confirm. The Installed Products page is displayed.
- On the Mini-Cart, click View Cart. The cart page with the following details is displayed.
Product
Quantity
Net Price
Base Price
Line Status
Option Price
Start Date
End Date
Bundle 1
1
USD 300
USD 300
Renewed
USD 0
01/01/2026
31/12/2026
Standard Price
1
USD 300
USD 300
Renewed
USD 0
01/01/2027
31/12/2027
Standard Price
1
USD 300
USD 300
Renewed
USD 0
01/01/2028
31/12/2028
Option 1
1
USD 100
USD 100
Renewed
USD 0
01/01/2026
31/12/2026
Standard Price
1
USD 100
USD 100
Renewed
USD 0
01/01/2027
31/12/2027
Standard Price
1
USD 100
USD 100
Renewed
USD 0
01/01/2028
31/12/2028
- Click the wrench icon (
) next to the bundle asset. The Configuration page is displayed.
- Deselect Option 1 and click Go to Pricing. The cart page with the following details is displayed:
Product
Quantity
Net Price
Base Price
Line Status
Option Price
Start Date
End Date
Bundle 1
1
USD 200
USD 300
Renewed
(USD 100)
01/01/2026
31/12/2026
Standard Price
1
USD 200
USD 300
Renewed
(USD 100)
01/01/2027
31/12/2027
Standard Price
1
USD 200
USD 300
Renewed
(USD 100)
01/01/2028
31/12/2028
Option 1
1
USD 000
USD 100
Cancelled
01/01/2023
31/12/2023
Standard Price
1
USD 000
USD 100
Cancelled
01/01/2024
31/12/2024
Standard Price
1
USD 000
USD 100
Cancelled
01/01/2025
31/12/2025
Note:- CPQ does not add the asset net price of the option to the rollup line of the bundle. CPQ deducts the asset net price (USD 100) of the cancelled option (Option 1) from the bundle rollup line (Bundle 1) during renewal because this option is no longer required.
- CPQ displays that option as Cancelled on the cart with the asset start date and end date.
- CPQ retains the bundle lines as Renewed with the renewed dates.
- The grand total on the cart is USD 600.
Scenario 2: Renewing Bundle Assets without Adding Asset Net Price of Cancelled Options (Non-Ramped Lines)
- Navigate to the Installed Products page.
- Select the bundle asset you want to renew.
- Click Renew. The Confirm Renewal intermediate page is displayed.
- Select Retain the current Asset End Date and click Confirm. The Installed Products page is displayed.
- On the Mini-Cart, click View Cart. The cart page with the following details is displayed.
Product
Quantity
Net Price
Base Price
Line Status
Option Price
Start Date
End Date
Bundle 1
1
USD 300
USD 300
Renewed
USD 0
01/01/2024
31/12/2024
License Fee
USD 200
USD 200
Renewed
USD 0
01/01/2024
31/12/2024
Option License Fee1
1
USD 100
USD 100
Renewed
01/01/2024
31/12/2024
Option Standard Fee
1
USD 100
USD 100
Renewed
01/01/2024
31/12/2024
Option License Fee2
1
USD 100
USD 100
Renewed
01/01/2024
31/12/2024
- Click the wrench icon (
) next to the bundle asset. The Configuration page is displayed.
- Deselect Option License Fee1 and click Go to Pricing. The cart page with the following details is displayed.
Product
Quantity
Net Price
Base Price
Line Status
Option Price
Start Date
End Date
Bundle 1
1
USD 300
USD 300
Renewed
USD 0
01/01/2024
31/12/2024
License Fee
USD 100
USD 200
Renewed
(USD 100)
01/01/2024
31/12/2024
Option License Fee1
1
(USD 0)
USD 100
Cancelled
01/01/2023
31/12/2023
Option Standard Fee
1
USD 100
USD 100
Renewed
01/01/2024
31/12/2024
Option License Fee2
1
USD 100
USD 100
Renewed
01/01/2024
31/12/2024
Note:- CPQ does not add the asset net price of the option to the rollup line of the bundle.
- CPQ displays that option as Cancelled on the cart with the asset start date and end date.
- CPQ retains the bundle line (License Fee) as Renewed with the renewed dates because it still has at least one option (Option License Fee2) rolling up the price.
- Click the wrench icon (
) next to the bundle asset. The Configuration page is displayed.
- Deselect Option License Fee2 and click Go to Pricing. The cart page with the following details is displayed.
Product
Quantity
Net Price
Base Price
Line Status
Option Price
Start Date
End Date
Bundle 1
1
USD 300
USD 300
Renewed
USD 0
01/01/2024
31/12/2024
License Fee
USD 0
USD 200
Cancelled
(USD 200)
01/01/2023
31/12/2023
Option License Fee1
1
(USD 0)
USD 100
Cancelled
01/01/2023
31/12/2023
Option Standard Fee
1
USD 100
USD 100
Renewed
01/01/2024
31/12/2024
Option License Fee2
1
(USD 0)
USD 100
Cancelled
01/01/2023
31/12/2023
Note:- CPQ does not add the asset net price of the option to the rollup line of the bundle.
- CPQ displays that option as Cancelled on the cart with the asset start date and end date.
- License Fee is a pure rollup line. When you cancel all options rolling up the price (Option License Fee1 and Option License Fee2), CPQ displays the bundle line (License Fee) as Cancelled on the cart with asset start date and end date because all options tagged to it are also cancelled.
- In further ABO operations, the bundle (Bundle 1) will show only the standard fee (asset net price of Option Standard Fee).
