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            Modify Assets Using the Enterprise Self-Service Portal (Managed Package)

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            Modify Assets Using the Enterprise Self-Service Portal (Managed Package)

            As a purchase manager, you can modify assets individually or in bulk using the Enterprise Self-Service Portal.

            Managed Package Icon This feature is part of the Communications Cloud managed package.

            Note
            Note You can view the real-time price difference resulting from any Move, Add, Change, or Delete (MACD) operations diirectly on the quote header. This helps you make faster, more accurate decisions.
            • Modify Assets One at a Time
              As a purchase manager, you can modify assets individually with the one at a time change flow in the portal. In this flow, you can make specific modifications to each of the assets.
            • Modify Assets in Bulk
              As a purchase manager, you can modify a large number of assets with the bulk-change flow in the portal. In the bulk-change flow, when you select assets, they’re auto-grouped into asset groups based on the asset name. When you modify an asset group, you update every asset in that group.

            Modify Assets One at a Time

            As a purchase manager, you can modify assets individually with the one at a time change flow in the portal. In this flow, you can make specific modifications to each of the assets.

            1. On the home page, click Go to Assets or click the Assets tab.
              1. Set the view of the Asset Viewer page by using the View by dropdown menu.
                By default, assets purchased recently appear first. To modify all assets belonging to a specific billing account, select Billing Account, so you can easily view and select them. Similarly, you can select Service Account. If you want to modify all assets with the same name, then select Name.
              2. Select the assets that you want to modify, and click Change to Order.
                Note
                Note You can use the Search bar to search assets by name, service account, or billing account.
            2. Enter the Order Name, and select the Order Start Date.
            3. Select One Time, and click Next.
            4. On the View Order Summary page, click down arrow to view an asset’s child assets if any.
              1. Click Edit for the asset that you want to modify.
              2. To modify a parent asset, click its chevron icon chevron icon to show asset attributes and child assets if any.
              3. To modify parent asset attributes, select values from the respective attribute dropdown lists.
              4. To modify a child asset, click its chevron icon chevron icon and select values from the respective child asset attribute dropdown lists.
              5. To delete a parent asset or a child asset, click the delete icon delete icon.
              6. Add optional products if necessary, and click Close.
              7. Click SUBMIT.
            5. To view information about your order, click VIEW ORDER DETAILS.
              1. To view information about products, click the RELATED tab.
              2. Click View All to view the complete list of order products or orders.
              3. Click the Orders tab to view your orders.

            After your one time change order is placed, you’ll receive an email with a link to view order details.

            Modify Assets in Bulk

            As a purchase manager, you can modify a large number of assets with the bulk-change flow in the portal. In the bulk-change flow, when you select assets, they’re auto-grouped into asset groups based on the asset name. When you modify an asset group, you update every asset in that group.

            For example, you can select four assets named “Business Internet Pro” that belong to four different service accounts. Then an asset group called “Business Internet Pro” is created. If you modify the asset group “Business Internet Pro”, then this modification applies to all four assets belonging to the asset group.

            1. On the home page, click Go to Assets or click the Assets tab.
              1. Set the view of the Asset Viewer page by using the View by dropdown menu.
                By default, assets purchased recently appear first. To modify all assets belonging to a specific billing account, select Billing Account, so you can easily view and select them. Similarly, you can select Service Account. If you want to modify all assets with the same name, then select Name.
              2. Select the assets that you want to modify, and then click Change to Order.
                Note
                Note You can use the Search bar to search assets by name, service account, or billing account.
            2. Enter the Order Name, and select the Order Start Date.
              1. Select Bulk, and click Next.
                This step launches the bulk-change flow and groups assets into Asset Groups.
                For example, if you selected four assets named “Business Internet Pro” and three assets named “Business Internet Enhanced”, then the flow creates two asset groups named after the assets.

                If you modify an asset group, then this modification applies to all assets belonging to the asset group.

            3. On the Configure Assets page, select an asset group, and then expand its dropdown menu to select the type of modification you want to make at the (parent) asset level.
              Modification Type for the Parent Asset Effect
              No Change Doesn’t modify the parent asset attributes. You can modify the individual child assets by selecting the required modification type in the child asset’s dropdown menu.
              Bulk Delete Deletes the asset. For bundles, it deletes all child assets belonging to the parent asset.
              Bulk Update Allows you to update asset attributes. You can modify the individual child assets by selecting the required modification type in the child asset’s dropdown menu.
              1. Click the chevron icon chevron icon for the asset to show asset attributes and child assets if any.
              2. To modify an asset attribute, enable the attribute’s toggle button, and select the required value.
                For example, to modify Upload Speed for Business Internet Pro, enable the toggle button for Upload Speed, and select the required Upload Speed value from the dropdown list.
              3. To modify a child asset, from its dropdown menu, select the type of modification.
                Modification Type for the Child Asset Effect
                No Change Doesn’t modify the child asset.
                Bulk Add Adds optional products to the bundle.
                Bulk Delete Deletes the child asset.
                Bulk Update Allows you to update child asset attributes.
              4. Click the chevron icon chevron icon for the child asset you want to modify to show child asset attributes if any.
              5. To modify a child asset attribute, enable the attribute’s toggle button, and then select the required value.
              6. If you add an optional product, then select Bulk Add from its dropdown menu after it’s added to the parent asset.
              7. Click Next.
                The View Order Summary page shows the review status for bulk jobs.
            4. Expand Review status for bulk jobs, and expand each of the bulk jobs for more information.
              If the bulk jobs complete successfully, then individual assets are listed with their statuses. If a bulk job fails, then click Click to view messages to view the error that caused it.
              1. If you want to modify these assets one at a time, then click Edit.
              2. Click SUBMIT.
            5. To view information about your order, click VIEW ORDER DETAILS.
              1. To view information about products, click the RELATED tab.
              2. Click View All to view the complete list of order products or orders.
              3. Click the Orders tab to view your orders.

            Your bulk-change order is placed. You’ll receive an email with a link to view order details. You can modify your assets further by creating a new bulk-change order.

             
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