Edit any order that has a future start date to reflect customer-requested changes. Save sales reps time and effort used in the previous method that recorded the changes as a cancellation and new product sale. Your sales team can now perform all transaction amendment types, including adding, swapping, upgrades, or product quantity changes to orders with future start dates. Keep customer orders up-to-date and accurate.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions of Agentforce Revenue Management, formerly Revenue Cloud, with the Revenue Cloud Growth or the Revenue Cloud Advanced license.
Who: To modify future-dated orders, users need the Amend Assets user permission.
How: Sales reps can go to the order page, select a future-date order, and make the necessary changes.