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使用未来日期的更改修改、续订和取消资产
您可以更改已计划未来交易的资产,例如追加销售、追加销售、续订、转移、交换或属性更改。

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您可以更改已计划未来交易的资产,例如追加销售、追加销售、续订、转移、交换或属性更改。
| 适用于:Lightning Experience |
| 适用于启用了事务管理的 Revenue Cloud 的 Enterprise、Unlimited 和 Developer Edition |
| 所需用户权限 | |
|---|---|
| 要在具有未来日期资产状态期间的订单中修改、转移或使用掉期: | 启动修改用户权限或启动修改 API 访问权限 |
| 续订和取消订单: | 启动续订和启动取消用户权限 或者 InitiatRenew API 和 Initiat取消 API 访问权限 |
修改后的资产必须有多个后续未来日期变更记录为资产状态期间 (ASP)。如果事务只有一个 ASP,或发生在上一个 ASP 中,则会创建定期修改、续订和取消事务。
在报价或订单的未来 ASP 之前更改资产会为每个资产交易创建单个报价行项目 (QLI) 或订单项目 (OI)。
要了解未来日期更改的行为,请参见修正类型和结果示例。

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