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Early Renewal of Ramped Assets
You can renew one or more ramped assets before their scheduled end date to lock in pricing, consolidate contracts, or restructure a large upsell. Early renewal generates cancellation credits for the uncharged portion of the terminated segments and produces a new system-generated ramp structure on the renewal quote.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions of Agentforce Revenue Management with the Revenue Cloud Growth, Revenue Cloud Advanced, and the Revenue Cloud Billing licenses. |
| User Permissions Needed | |
|---|---|
| To renew group ramp assets early: | InitiateRenewal API permission set AND Sales rep persona permissions |
You can only early renew term-defined products or term-defined bundles in which all child products are also term-defined. You can't renew usage-based assets.
Before You Begin
- In Setup, find and select Revenue Settings.
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Turn on Ramp Deals for Groups in Quotes and Orders.
The auto-generated ramp schedule structure on the quote depends on the Multiple Ramp Schedules Per Transaction setting. Turn on the setting to create a two-level nested structure. When it's turned off, the process creates a single-level list of segments.
- To set up ramp deals, add the Managed Asset Viewer component to your preferred page layouts, such as the Account page layout.
- Add the Assets related list to the Account page for the Managed Assets list to appear.
To perform early renewal of ramped assets:
- You can select a mix of ramped and non-ramped assets, and at least one term-defined asset.
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Select term-defined products or term-defined bundles with all term-defined child products.
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If an asset is part of a ramped bundle, the bundle can't contain one-time or evergreen child assets.
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Assets selected can't be expired—they have end dates on or after today's date.
Early Renew
- In the Managed Assets viewer, select the assets for early renewal.
- Click Renew.
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In the Set Renewal Term window, select Override Renewal Term,
then select Create a ramp schedule.
Note If a selected asset is ramped, this option isn't available. -
Enter a renewal start date on or before the end date of every selected asset.
You receive a warning if the start date falls within a segment that isn't the final segment. All current and future ramp segments from the start date onward are canceled, and new segments are created.
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Select a segment type and specify the duration:
- Annual: Creates 12-month segments. If the total duration isn't a multiple of 12, the last segment covers the remaining months.
- Custom: Specify the number of segments. The total duration is divided equally across segments.
With either segment type, if the duration divided by the number of months has a remainder, that segment is listed first as a prorated segment. - Review the cancellation and confirm to generate the renewal quote.
Your customer has a 3-year ramped subscription (Product A) starting January 1, 2026, with segments at quantities of 100, 150, and 200. They also have a non-ramped asset (Product B) ending November 30, 2028.
On March 1, 2027, the sales rep initiates an early renewal for both assets with a start date of June 1, 2027, a 24-month duration, and yearly segment type. Two new 12-month segments are created: June 1, 2027–May 31, 2028 and June 1, 2028–May 31, 2029.
The renewal quote inherits quantity 150 from the active segment and generates cancellation credits for uncharged remainders.
After the renewal quote is generated, you can modify quantities and attribute values and add products to segments. You can't change dates on auto-generated ramp schedule lines, delete auto-generated ramped lines, or remove child products from a ramped bundle. To make those changes and complete the renewal, create a separate amendment.
