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            Manage Assets in Revenue Management

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            Manage Assets in Revenue Management

            To track and oversee your purchased products, use the Assets tab on account and contract pages to view and edit asset records. From this centralized view, you can perform essential lifecycle tasks like changing renewal terms or enabling auto-renewal. Transaction Management copies the auto-renewal status to subsequent stages, such as copying the status from a contract's assets to corresponding quote line items.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions of Revenue Management (formerly Revenue Cloud) where Transaction Management is enabled
            User Permissions Needed
            To view accounts: View on Account
            To view contracts: View on Contract
            To manage assets and use the Managed Asset Viewer component:

            Manage Revenue Cloud user permission set

            AND

            Read, Create, Edit, and Delete on Assets
            Important
            Important

            The Manage Revenue Cloud user permission is granted to users via a permission set. Confirm that the permission set includes a permission set license that enables the Manage Revenue User system permission, such as the Revenue Cloud User permission set license.

            Review the asset state period and specific asset actions to understand the history and the current status of your products.

            Note
            Note Selecting the checkbox in the Managed Assets header selects only the currently loaded assets.
            1. From the App Launcher, find and select Accounts or Contracts.
            2. Select a record.
            3. Open the Assets tab.
            4. To open the side panel and view asset details, click an asset name.
            5. To edit an asset, click Show Actions corresponding to the asset, and then click Edit.
            6. Edit the fields and save your changes.
            7. To see the asset state period and asset actions, click Show Actions corresponding to the asset, and then click View.

            For more information, see How Lifecycle Management Works

            See Also

             
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