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Amendment, Renewal, and Cancellation Scenarios
Explore complete amendment, renewal, and cancellation examples from the initial asset state through order decomposition, fulfillment, and billing.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions of Revenue Management (formerly Revenue Cloud) where Transaction Management is enabled |
These example scenarios are for admins and business users who want to understand how amendments, renewals, and cancellations flow end-to-end across Revenue Management. Each scenario traces a single lifecycle action from start to finish. You learn how the asset changes, what quotes, orders, and order products are created, how decomposition and fulfillment process the request, and the resulting billing and asset states.
Unlike setup documentation, which explains how to configure each feature independently, these scenarios show how configured features work together during real business operations.
Prerequisites
To use these example scenarios, you need:
- An org with Revenue Management configured with a complete product catalog, pricing, order orchestration, and billing components.
- A working knowledge of how quotes, orders, assets, order fulfillment, and billing operate in Revenue Management.
To build or refresh this knowledge, complete these Trailhead badges:
- Efficient Sales with Agentforce Revenue Management
- Asset Lifecycle Management with Agentforce Revenue Management
- Billing Basics in Agentforce Revenue Management
These examples cover common amendment, renewal, and cancellation scenarios. Adapt and expand them to meet your company's needs.
- Quantity Amendment Example
Explore a quantity increase (upsell) to see how the updated asset, fulfillment, and billing schedule reflect the change. - Subscription Renewal Example
Trace an asset renewal to see how a new subscription term is established. - Asset Cancellation Example
Trace an asset cancellation to see how the asset is retired and billing stops.
