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Amend and Renew Related Assets

Amend and Renew Related Assets

Change or extend an asset that's part of a Relies On relationship without breaking the link.

  1. From the account, open the asset that you want to change.
  2. Amend or renew the asset.
    • To change an active asset, select Amend.
    • To extend an asset that's nearing its end date, select Renew.
  3. Review the amend or renew quote.
    The quote adds only the asset that you select.
  4. Check the Linked Products column.
    During an amendment or renewal, this column is read-only, and the relationship stays intact.
  5. Submit the amendment or renewal.
Note
Note To unlink two assets, add both the source asset and the related asset to the same quote or order. If either asset isn't on the quote or order, the link is read-only.
 
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