How to Initially Setup Express CPQ Renewals (Doc ID 1634084.1)

Last updated on NOVEMBER 01, 2016

Applies to:

Oracle BigMachines Express CPQ Cloud Service for Salesforce.com - Version Spring 15 and later
Information in this document applies to any platform.

Goal

After installing the Renewals package, assigning the permission sets, and assigning licenses to your users, administrators must add the Import Assets and Update Pricing buttons to the Quote Line Items related list. Sales users cannot create proposals until these steps have been completed. Additionally, administrators must add the Becomes Asset and Renewable fields to the Product layout and add the Expired field to the Asset layout.

Solution

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