Amend contracts containing Assets when quantities or pricing of prior purchases need to change. This enables sales reps to reference closed/won deals and sell additional, new, or revised Contracts using certain Assets.
Setup Asset Amendments:
Perform Asset Amendment
As of Minor Release 25.1, users can amend an upgrade onto an Assets or Subscription. This will allow users to swap / upgrade user licenses, add additional licenses and add new products all using the amendment process.
You have 5 Bronze Widgets on a Quote within an Account and wish to upgrade 3 of these to Silver Widgets. The Quote Line containing these Widgets is covered by a Percent of Total Subscription that is ten percent of the Bronze Widget line's net price.
This use case requires that you have:
From here on, SteelBrick CPQ will rollup the quantity of all the revised assets so they are displayed accurately before performing additional amendments or renewals on this Account.
New Percent of Total Subscriptions contain Subscribed Asset references.