A sales user has a customer with varying quantities (upsells) and subscription prices throughout their last contract term. The customer is ready to…

The scenario describes a contract with mid-term amendments (upsells, price changes). To ensure the renewal quote reflects the final state of the contract, including all changes, the asset-based renewal process must be used. This process consolidates all active assets associated with the contract at the time of renewal. This is conceptually an "as-is" renewal, as it carries forward the exact quantities and negotiated prices from the assets into the new quote. When the contract's Renewal Pricing Method is set to 'Same' (the default), Salesforce CPQ uses the price from the asset, which represents the last negotiated price from the original sale or subsequent amendments.

A. Customize Assetize Order flow.

This is incorrect because the "Assetize Order" flow governs how assets are created from an order, not how renewal pricing is calculated from existing assets.

B. Set Pricing Source on Asset to Last Negotiated Price.

This is incorrect as it describes a data point, not a user action or configuration. The asset's price already reflects the last negotiated price; this option is not a standard setting to be enabled.

1. Official Vendor Documentation (Salesforce Help): How Asset-Based Renewing Works.

Reference: This document states, "When you renew a contract with assets, Salesforce CPQ creates a renewal quote with quote lines for each of your contract’s assets... This process is useful for when you’ve amended a contract during its term and want your renewal quote to reflect the changes from your amendment quotes." This confirms that the asset-based model is the correct mechanism for an "as-is" renewal that includes amendments.

2. Official Vendor Documentation (Salesforce Help): Contract Fields (Salesforce CPQ).

Reference: Under the "Renewal Pricing Method" field description, the 'Same' value is detailed: "The renewal quote line uses the net unit price from the quote line that generated the original subscription." For amended assets, this net price is the final negotiated price, which is exactly what the user requires to be maintained. The default behavior of asset-based renewals is to perform this "as-is" pricing.