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Considerations to Amend, Renew, or Cancel Assets
To use promotions effectively when you amend, renew, or cancel assets, familiarize yourself with these considerations.
- When you amend assets, Agentforce Revenue Management shows eligible promotions only if the asset’s pricing source is List Price or empty.
- For negative quantity amendments and cancellations, Agentforce Revenue Management doesn’t show eligible promotions.
- When you amend assets where the pricing source is Last Transaction, the side panel doesn’t show available promotions for the assets. However, the product configurator shows available promotions.
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Each time you apply a promotion during an initial sale, amendment, or renewal, Agentforce Revenue Management creates an Asset Action Source Price Adjustment record for an asset.
If you apply the same promotion or other promotions across multiple transactions, Revenue Cloud creates a separate Asset Action Source Promotion record for each transaction.
- During amendment, renewal, and cancellations, Agentforce Revenue Management provides promotion-related discounts only if you make other pricing-impacting changes, such as quantity or attributes. To overcome this limitation, update and revert a price-impacting field such as quantity.
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