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adminhelp:quotesadministration:renewal_management [2016/10/12 05:00]
fpasovic [Example]
adminhelp:quotesadministration:renewal_management [2018/12/03 02:34] (current)
bdjordje
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 Products or services sold to some client are usually recorded in external system, (e.g. CRM) in the form of “Assets”. Assets provide details on the existing products/services that Customer is using, like Product name, Price, Install date, Usage end date, etc. All information contained in the “Assets” is usually sufficient to understand when and what should be renewed for particular Customer.  Products or services sold to some client are usually recorded in external system, (e.g. CRM) in the form of “Assets”. Assets provide details on the existing products/services that Customer is using, like Product name, Price, Install date, Usage end date, etc. All information contained in the “Assets” is usually sufficient to understand when and what should be renewed for particular Customer. 
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-CPQ offers its own renewal process, so all assets can be stored locally. On this page, you will find more information on how to set up a Renewal Process in CPQ, and how to utilize it.+SAP CPQ offers its own renewal process, so all assets can be stored locally. On this page, you will find more information on how to set up a Renewal Process in SAP CPQ, and how to utilize it.
 ===== Creating of Asset table =====  ===== Creating of Asset table ===== 
-The first step in creating and enabling Renewal Process is to create an Asset table. This table is going to be used to store details on each asset created in your CPQ environment. Note that you can define only one Asset table.  \\ +The first step in creating and enabling Renewal Process is to create an Asset table. This table is going to be used to store details on each asset created in your SAP CPQ environment. Note that you can define only one Asset table.  \\ 
-To create Asset table, log into CPQ as an administrator and go to **Setup**->//Renewal Administration//->**Define Asset Table**  (See Figure 1)+To create Asset table, log into SAP CPQ as an administrator and go to **Setup**->//Renewal Administration//->**Define Asset Table**  (See Figure 1)
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 {{ :adminhelp:quotesadministration:1.1.png }} {{ :adminhelp:quotesadministration:1.1.png }}
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 ;#;// Figure 2 – Selected fields to display on UI //;#; ;#;// Figure 2 – Selected fields to display on UI //;#;
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-While you are using CPQ, the asset table can be accessed anytime, since the link to the Asset table is located in the top menu, under item //Quotes//. (See Figure 2.1)+While you are using SAP CPQ, the asset table can be accessed anytime, since the link to the Asset table is located in the top menu, under item //Quotes//. (See Figure 2.1)
 {{ :adminhelp:quotesadministration:2.1.1.png }} {{ :adminhelp:quotesadministration:2.1.1.png }}
 ;#;// Figure 2.1 – Accessing the list of Assets (Asset table) //;#; ;#;// Figure 2.1 – Accessing the list of Assets (Asset table) //;#;
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 ==== Example ====  ==== Example ==== 
-In this example we will show you the life cycle of the asset and how the renewal process works. We have a configurable product named //„Hosted email“//. We want to sell this product and also to have an asset once it is sold.+In this examplewe will show you the life cycle of the asset and how the renewal process works. We have a configurable product named //„Hosted email“//. We want to sell this product and also to have an asset once it is sold.
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 Earlier, we have configured our workflow in the way that our action //„Create Asset“// triggers as a post action on the quote status //„Quote Won“//. Earlier, we have configured our workflow in the way that our action //„Create Asset“// triggers as a post action on the quote status //„Quote Won“//.
You are here: SAP Sales Cloud CPQ Online HelpAdmin Page HelpQuotes AdministrationRenewal Management