We are using Agentforce Revenue Management (RCA). Our client uses Quote Line Groups with ramped segmentation. When we contract the quote, we get assets with asset state periods for each segment.
When we create a renewal quote using Renew Asset Action for a contract, renewal quote gets created without any groups and segments. Although the original asset has three segments, renewal quote creates lines without original groups and segments. It creates only quote line for only one year although the original contract was for three years.
If there is no out of the box solution, how can this be accomplished?
Is there any out of the box solution to create renewal quote with the original contract term and segments with future renewal dates.
This sounds like the renewal is creating a flat line from the asset instead of rebuilding the original ramp structure.
I’d first confirm whether Renew Asset Action is expected to carry Quote Line Groups and segments in your RCA setup, not just asset terms. If it is not supported out of the box, the custom step should read the asset state periods and recreate the renewal groups, segments, and quote lines from there.
The key test is whether the three-year term and segment dates exist on the asset side before the renewal quote is created.
