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            Replacing Plans from the Asset Viewer

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            Replacing Plans from the Asset Viewer

            For Spring '22 and later, replacing plans supports bulk processing. With bulk processing, you can select multiple existing plans and create a quote or order for them. You can then choose to replace plans one at a time or a group of plans all at once. For example, say you want to move all customers on a broadband plan to an improved plan, you can select all such plans and upgrade your customers in a single order or quote.

            Note
            Note Bulk Replace and Bulk Update feature have been certified in Standard Run time along with classic API's.

            Bulk processing support for change of plans have several benefits:

            • Upgrade, downgrade, or disconnect multiple plans for multiple subscribers, service locations, and Telco network sites.

            • Grouping of plans by offer ID which reduces the number of clicks to create an order or quote.

            • Ability to search for plans on the Offer Selection page.

            • Support for changing of plans in massive transaction volumes.

            • Retain the existing configuration when changing plans.

            • Completely update the configuration of plans when you replace plans.

            Replacing a product works with any eligibility rules that you’ve defined. You can only replace plans depending on your customer's eligibility to change plans.

            Replacing Plans Using a Quote from the Asset Viewer

            Use the asset viewer to create a quote and replace plans in bulk.

            1. In Quick Find, enter Accounts, and then click Accounts. The Account tab is displayed.
            2. Click the account for which you want to update the assets.
            3. Click the Assets subtab.
            4. Select the plans that you want to update.
            5. Click Select an Action.
            6. Click Change to Quote.
            7. To create a quote:
              1. Click New Quote.
              2. In the Quote Name field, enter a name for the quote.
              3. For the Opportunity Type, select either New Opportunity or Add to Existing Opportunity.
              4. Select the price list that you want to use to price the assets. If the assets aren't defined on the price list, CPQ displays an error.
              5. Under Assets Action Type, click Change Plan.
            8. To add assets to an existing quote:
              1. Click Add to Existing Quote.
              2. Search for the quote to which you want to add these assets.
              3. Under Assets Action Type, click Change Plan.
            9. Click Continue.

              CPQ displays groups of assets that you can select. CPQ groups the assets based on the offer ID.

            10. Select the group of assets that you want to update and click Next.

              Based on your selection, CPQ displays the list of available and eligible offers for the group of assets. CPQ populates the offers from enterprise catalog using the offer ID.

            11. From the list of plans, select the new plan that you want for the group.

              You can also search for the plan that you want to select.

            12. Click Next.
            13. You can either retain the existing configuration of your plan or configure the plan from scratch:

              • If you want to keep the existing configuration, select Keep.

              • If you want to configure the attributes of the plan, select Replace.

            14. Enter the required attributes for the plans that you chose.
            15. Review the changes and click Start Bulk Replace Job. CPQ validates and prices the bulk changes and displays the cart.
            16. If there are other groups of assets to update, click Select Asset Group for Bulk Change.
            17. Repeat these steps for all remaining groups of assets.
            18. Click Submit Quote.

            Replacing Plans Using an Order from the Asset Viewer

            Use the asset viewer to create an order to replace plans in bulk.

            1. In Quick Find, enter Accounts, and then click Accounts. The Account tab is displayed.
            2. Click the account for which you want to update the plans.
            3. Click the Assets subtab.
            4. Select the plans that you want to update.
            5. Click Select an Action.
            6. Click Change to Order.
            7. To create an order:
              1. Click New Order.
              2. In the Order Name field, enter a name for the order.
              3. Select a start date for the order.
              4. Select a status.
              5. Select the price list that you want to use to price the assets. If the assets aren't defined on the price list, CPQ displays an error.
              6. Select the requested date and time to submit the order.
              7. Under Assets Action Type, click Change Plan.
            8. To add assets to an existing order:
              1. Click Add to Existing Order.
              2. Search for an order.
              3. Under Assets Action Type, click Change Plan.
              4. Under Assets Update Method, ensure that Bulk is selected. If you select One at a time, the assets are processed sequentially and the bulk processing feature isn't used.
            9. Click Continue.

              CPQ displays groups of assets that you can select. CPQ groups the assets based on the offer ID.

            10. Select the group of assets that you want to update and click Next.

              Based on your selection, CPQ displays the list of available and eligible offers for the group of assets. CPQ populates the offers from enterprise catalog using the offer ID.

            11. From the list of plans, select the new plan that you want for the group.

              You can also search for the plan that you want to select.

            12. Click Next.
            13. You can either retain the existing configuration of your plan or configure the plan from scratch:

              • If you want to keep the existing configuration, select Keep.

              • If you want to configure the attributes of the plan, select Replace.

            14. Enter the required attributes for the plans that you chose.
            15. Review the changes and click Start Bulk Replace Job. CPQ validates and prices the bulk changes and displays the cart.
            16. If there are other groups of assets to update, click Select Asset Group for Bulk Change.
            17. Repeat steps for all remaining groups of assets.
            18. Click Submit Order.
              Note
              Note

              To create an order line item with the correct asset ID in the Bulk Replace Job, include the setting SingleFdoMode=true in the CPQ Configuration.

             
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