Loading
Feature Disruption - Service Cloud VoiceRead More
Feature degradation | Gmail Email delivery failureRead More
Manage Your Quotes with CPQ
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Amend Your Assets

            You are here:

            1. Salesforce Help
            2. Docs
            3. Salesforce CPQ

            Amend Your Assets

            You can amend your assets from your account. Use this process in accounts with asset-based renewal models. You can also use it in a contract-based account if you want to amend an asset and you’re unsure of its location on your contract. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: All Salesforce CPQ Editions

            Ensure that your account has an asset-based renewal method.

            1. Click Amend Assets on your account.
              Salesforce CPQ displays the Asset Selection page. This page shows the assets that you created when you contracted the opportunities or orders related to the primary quotes on your account. If assets were previously amended, then the net quantity of those assets is reflected on the page.
            2. Select the assets that you want to amend, and click Amend.
              Salesforce CPQ creates an amendment quote and opens it in the quote line editor. This amendment quote looks up to an amendment opportunity on your account.
            3. Amend your quote as needed, and then save your changes.
              You can add new products, increase quote line quantities, or decrease quote line quantities. If the asset amendment behavior of the product you’re amending is set to Allow Refund, you can reduce the refund’s quantity to zero. You can’t apply discounts to an asset that you’re amending.
              Salesforce CPQ calculates product quantity and price on your amendment opportunity based on the difference of the original quote and the amendment quote. The amendment opportunity updates its Primary Quote fields with a link to your original quote.

              Amendment assets are refunded at full price regardless of the discounted net total from the original quote. Discounts don’t transfer to the assets on amendment quotes.

            See Also

             
            Loading
            Salesforce Help | Article