Asset Conversion on Parent Assets

One per Unit Parent Assets

In this case, Salesforce CPQ splits the options equally among the parent assets on the account.

Remember, One per Unit conversion is useful when the assets you’re contracting have license numbers or IDs that you want to track individually. One per Unit conversion isn’t compatible with Slab Discount Schedules or Block Pricing.

Let’s say you have a bundle parent on a quote line with a quantity of two and a component product option with a quantity of 10. The parent has One per Unit conversion and the component has One per Quote Line conversion. When you contract your opportunity, you end up with the following assets on your account.

Combine Units with Combine Key

The asset field Combine Key matches the quote line ID for the quote line that generated the asset. When you renew a contract, Salesforce CPQ evaluates assets with matching combine keys and rolls them back into a single quote line on the renewal quote. This process lets you combine asset lines back into single quote lines for discounting and management. You can then split them again for future renewal quotes. When Salesforce CPQ combines assets that are part of a bundle, it uses the Required by Asset field to rebuild bundle structure on the renewal quote.

Let’s say you have an IT Professional Pack bundle with a quantity of two and a Laptop product option with a quantity of 4. The parent has One per Unit conversion and the component has One per Quote Line conversion. When you contract your opportunity, you end up with the following asset records on your account.

Salesforce CPQ doesn’t provide combine key values for assets that you upload from an external source. In this case, you enter a value manually.

Virtual Parent Assets

We also have a system for One per Unit bundle parents that contain options with a type of Accessory or Related Product. Remember that accessories and related products have static quantities that don’t change relative to the quantity of their parent.

All products must have the Asset Conversion Rate set to generate assets. If the Asset Conversion Rate is NULL, no assets are generated, including virtual assets.

Consider the following bundle. The parent has One per Unit asset conversion, while the children have One per Quote Line asset conversion.

When you contract this bundle, Salesforce CPQ has no way of determining how to allocate the accessories and related products among the two asset records. Instead, the system creates on your account an asset record to serve as the bundle parent for the accessories and related products. This record exists until you renew the contract and roll the accessories and related products back into their respective quote lines on an amendment quote or renewal quote. We call this record a virtual asset so users know that it exists only on the contract. The virtual asset has a lookup to the same quote line and account as your parent asset. It also has a name equal to your parent asset’s name with “(Virtual)” at the end. All its other fields are null.

Note Salesforce CPQ doesn’t create virtual asset parents for nested one-per-unit bundle parents that contain an accessory or related product as a child option.

When you contract your IT bundle, Salesforce CPQ creates an IT Professional Pack (Virtual) to serve as the parent for monitor and printer. You can see this relationship by their Required by Asset values. The laptops are distributed evenly between the two IT Professional Packs. Every asset in the bundle has a lookup to IT Professional Pack (Virtual) on their Virtual Asset field, except the virtual asset itself. This lookup reminds you that the bundle contains a virtual parent and allows you to reference it as needed.