How to Control and Customize Asset Creation

(Doc ID 1999698.1)

Last updated on SEPTEMBER 09, 2017

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

Administrators can flag which products become assets automatically when an opportunity is Closed Won. Some products like consumables (e.g., paper, fuel, man hours, and installation fees) may not be recorded as assets in your environment.

Assets are automatically created when an Opportunity reaches the Renewal Stage or Asset Creation Stage. Administrators can customize what information is written to these assets following the close of a deal. Field mappings allow administrators to define where important sales, deployment or product information is recorded on the asset.

Solution

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