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Bulk Processing of Assets from the Asset Viewer
Bulk asset processing enables you to select multiple assets of the same or different business or service accounts and update them simultaneously. With this feature, you can select multiple assets and create a quote or order for them. You can then choose to make individual changes to the assets one at a time or apply common changes to a group of assets all at once. For example, say all assets in a business account for an ISP now support enhanced upload speeds. You can change the upload speeds for all assets in multiple services accounts of a parent business account in one operation.
Benefits of bulk processing include:
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Flexibility — Your users can renew, amend, and cancel assets for multiple subscribers, service locations, and Telco network sites.
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Accuracy — Actions on assets are validated in real time and asynchronously.
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Hyper scale — Support asset renewal, amend, move, and disconnect in massive transaction volumes.
The bulk asset update also has the following enhancements:
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When moving assets to quote or order, asset repricing either maintains recurring pricing or updates the recurring prices based on a pricing plan parameter.
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Your users are notified when bulk processing of assets completes or has an error.
Asset Grouping
Industries CPQ groups assets based on the offer ID when an order or quote is created. By grouping assets, CPQ ensures that it's easy to update multiple assets. For each group of assets, you can delete the root bundle, add or remove optional child bundles, and update the attributes and fields of the root bundle and child bundles. After you specify the updates for a group of assets, CPQ creates a job and notifies you that the job is being processed asynchronously. You can then pick the next group of assets for which to specify updates, while CPQ processes the job in the background. When the job is done, you receive a notification letting you know that the changes were made.
Asynchronous Processing of Asset Updates
You can quickly and accurately make updates to a large number of assets, because Industries CPQ asynchronously processes changes. For each bulk change of assets, CPQ creates an asynchronous process to make the updates to assets. This asynchronous process segments each individual change into separate jobs. These jobs are then processed sequentially to update the assets.
After you submit a bulk update, CPQ pushes notifications that you can view from the Notifications dropdown. CPQ pushes a notification for when the process begins and when it succeeds or fails. You can click these notifications to get detailed information on the status. You can also view details of the process or a specific job within a process in the Asynch Processes tab.
There are two ways to add a grandchild item simultaneously with a child item as part of the same operation:
- Set the default quantity of the grandchild item to 1. This ensures that each grandchild item starts with a quantity of 1 when a child item is added.
- Create an auto-add rule in your Salesforce org. This rule must specify that whenever a child item is added, the associated grandchild item must be automatically added as part of the same operation. This rule ensures that they are consistently added together without relying on the order of asynchronous processing.
You can view these jobs to see the status of the bulk processing changes. You can also use them to debug any issues if they occur. See View Detailed Information About Bulk Processing Operations.
- Create an Asset-Based Quote in Industries CPQ
You can then update the assets of different accounts. Since the assets are grouped, you can perform different operations on the entire group in one flow. For example, you can modify the upload speed of multiple internet plans in an account. - Create an Asset-Based Order in Industries CPQ
You can update or delete multiple assets by creating an asset-based order. You can either create an order or add the assets to an existing order. After moving the assets to a order, Industries CPQ groups the assets based on the offer ID. You can then update the assets of different accounts. Since the assets are grouped, you can perform different operations on the entire group in one flow. For example, you can modify the upload speed of multiple internet plans in an account. - View the Status of Asset-Based Orders
Bulk processing of assets uses notifications to inform you about changes to the state of a bulk processing operation. For example, when you start a bulk processing operation, you receive a notification informing you that the job has started. - View Detailed Information About Bulk Processing Operations
You can view detailed info about each operation and the jobs that make up the operation for all of your asynchronous bulk processes by using the Async Processes tab. If an operation fails, you can also see which job caused the failure and which jobs succeeded.
