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When a Renewal Quote is created from a Ramp Contract, the expected Ramp Segments are not being created on the Renewal Quote. 

Is this the standard Salesforce behavior

for Ramp Renewals? If not, what configuration or process is required to automatically create the Ramp Segments on the Renewal Quote based on the original Ramp Contract?  

 

#Revenue Cloud  #Salesforce Revenue Cloud  #Salesforce Developer

1 Antwort
  1. Heute 19:40

    Hi Kamakshi,

    Ramp segments can be auto-generated on amendment and renewal quotes when the ramped assets and ramp configuration meet the supported Revenue Management behavior. Salesforce documentation specifically lists auto-generated ramp schedules for renewal quotes.

    I would first verify that:

    • The original contract/assets were created with a supported ramp structure.
    • The renewal is being initiated through the standard Renew Assets process.
    • The required Ramp Deals settings are enabled.
    • The asset state periods and dates are correctly maintained.

    If the renewal quote is still being created without the expected ramp segments after these checks, could you share the renewal process/action being used and a little more detail about the contract/asset setup? That would help determine whether this is a configuration issue or an unsupported scenario.

    Salesforce also documents that ramped assets have specific renewal limitations and considerations.

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