Amend Your Assets
- Make sure that your account has an asset based renewal method.
- Click Amend Assets on your account.Salesforce CPQ displays the Asset Selection page. This page displays all the assets you created when you contracted the opportunities or orders related to primary quotes on your account.
- Select the assets you want to amend and click Amend.Salesforce CPQ creates an amendment quote and opens it in the quote line editor. This amendment quote looks up to an amendment opportunity on your account.
- Amend your quote as needed and then click Save.You can add new products, increase quote line quantities, or decrease quote line quantities. If the product you’re amending has its asset amendment behavior set to Allow Refund, you can reduce its quantity to zero. You cannot apply discounts to an asset that you’re amending.Salesforce CPQ calculates product quantity and price on your amendment opportunity based on the difference of the original quote and the amendment quote. The amendment opportunity updates its Primary Quote fields with a link to your original quote.