After Doing Upgrade Promotion Asset Line Items Are Not Sync With Agreement Line Items (Doc ID 2217727.1)

Last updated on MARCH 02, 2017

Applies to:

Siebel CRM - Version 8.1.1.10 [23021] and later
Information in this document applies to any platform.

Symptoms

On : 8.1.1.10 [23021] version, Order Management

ACTUAL BEHAVIOR
---------------
After doing upgrade promotion Asset Line Items are not syncing with Agreement line Items.

InActive child asset agreement line item status showing as Active


EXPECTED BEHAVIOR
-----------------------
Customer expecting Agreement Line Item status same as current Asset status

STEPS
-----------------------
The issue can be reproduced at will with the following steps:
1. Create 3 child Products(Child 1,Child 2,Child 3) and release all 3 products
2. Create Customizable Product (A Root) with following child products by using Dynamic class relationship
3. Add Child 1,Child 2,Child 3 under relationship domain and release Root Product
4. Create Bundle Promotion(A Prom 1) with *Track as Agreement* = Y and add *A Root* product under it with following properties

default cardinality = 1
Action = Disconnect
Commitment Period = 1
Commitment Period UOM = Years
Apply Component Charges = Y

5. Drill down on Product Name(A Root)
In relationship specify the Default Cardinality = 1
In relationship domain add Child 1, Child 2 with default cardinality as 1 and Apply Component Charge = Y



6. Create Bundle Promotion(A Prom 2) with *Track as Agreement* = Y and add *A Root* product under it with following properties

default cardinality = 1
Action = Disconnect
Commitment Period = 1
Commitment Period UOM = Years
Apply Component Charges = Y

7. Drill down on Product Name(A Root)
In relationship specify the Default Cardinality = 1
In relationship domain add Child 2, Child 3 with default cardinality as 1 and Apply Component Charge = Y

8. Add Upgrade matrix to allow placing Upgrade order from *A Prom 1* to *A Prom 2* and *A Prom 2* to *A Prom 1*

9. Release both the promotions and do clear cache

10. Create New Price List (Example : Agreement)

11. Drill down on price List Name and Add A Root, Child 1, Child 2, Child 3 with List Price and Promotional price as 5

12. Do clear cache

13. Create Residential Account

14. Drill down on Account and provide price list as *Agreement*

15. Create New Order and drill down on Order Number

16. Add *A Prom 1* in line items

17. Complete all the line items , Order and do Auto asset for all the line items

18. Navigate to Account Summary --> Agreements and drill down on Agreement Name --> Click on Line Items --> click on conditional charges
Expand A Root and see the Status for all the Agreement line items

19. Go to Active Assets and place Upgrade Order from *A Prom 1* to *A Prom 2*

20. In Upgrade wizard customize the A Root product and click on done

Now Order looks like this

A Prom 1 - Delete
A Prom 2 - Add
A Root - Update
  |--> Child 1 - Delete
  |
  |--> Child 2 - Update
  |
  |--> Child 3 - Add

21. Complete thie Order , line items and do auto asset for all the line items

22. Now in Active assets we can see A prom 2, A Root, Child 2, Child 3

23. Navigate to Account Summary --> Agreements and drill down on Agreement Name --> Click on Line Items --> click on conditional charges
Expand A Root and see the Status for all the Agreement line items

Still Child 1 Agreement line item status showing as Active(Same Product not there in assets)



Cause

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