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Upgrade Assets Through an Amendment
Amend an upgrade onto an asset. This procedure lets you change or upgrade licenses, add more licenses, and add new products all through the amendment process. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All CPQ Editions |
Let’s say you’re a sales rep who wants to update a Bronze Widget asset to a Silver Widget asset. You start with the following.
- A quote with 5 Bronze Widgets
- A percent of total subscription that is 10 percent of the Bronze Widget line’s net price.
- A Bronze-to-Silver upgrade option.
- Make sure you’ve enabled the Subscriptions and Renewals package setting Include Net-new Products in Maintenance. This setting ensures that Salesforce CPQ considers any products added during a renewal or amendment when calculating the new price of a percent of total product from the original quote.
- Contract the opportunity containing your asset, then navigate to the new contract. This contract contains your percent of total subscription as a subscription item and your Bronze Widget as a subscribed asset.
- On the contract, click Amend. On the Amend Contract page, you see your percent of total product.
- Click Amend on the Amend Contract page. You see the quote line editor.
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Reduce the quantity of the Bronze Widgets from 5 to 2, and then save your changes.
A reduction triggers an error message because of a Salesforce CPQ validation rule on amendments that prevents users from amending products with a negative quantity change. You can override this rule by upgrading assets so the overall asset total in the quote line has at least one new upgraded asset line item. You’ll create this asset in the following steps.
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Click the down arrow next to Add Products, and then click Upgrade
Assets.
On amendment quotes, the Upgrade Assets page shows only subscribed assets covered by a percent of total subscription product.
- Select the checkbox next to the Brone Widget, and then click Select.
- On the page with your available upgrades, select Bronze-to-Silver Upgrade, and then click Select.
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In the quote line editor, change the quantity of the new line item containing the
Bronze-to-Silver Upgrade to 3.
The total quantity of the remaining Bronze Widgets and the Bronze-to-Silver Upgrade don’t have to add up to the original value of five. By default, Salesforce CPQ allows any number of upgrade items above zero. You can also configure rules for a nonzero minimum or maximum upgrade quantity.
- Click Calculate. The percent of total product increases its price accordingly to cover the price of the upgrade product. If you configured your upgrade product to include an upgrade credit product, that product also appears in your quote.
- Save the quote and contract your amendment.
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Navigate to your account and look at the Assets related list. It shows the following.
- A quantity of 5 for your Bronze Widgets. This quantity represents the original purchase.
- A quantity of 3 for your Silver Widgets. This quantity represents the upgraded widgets.
- Another Bronze Widget listing with a quantity of -3. This quantity represents the asset reduction.
The subscriptions related list shows a new subscription that represents the increase to the overall price on your percent of total product.
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