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Universal Containers requires sales reps to choose a Square footage value on the Configuration Attribute on one of the bundles to hide Product Options that are incompatible for the selected square footage. When the sales reps re-configure the bundle on a Renewal Quote, the Square Footage value that was set on the Configuration Attribute of the original Quote is reset to its default value. Currently, the sales reps must select the square footage again on the Renewal Quote.
How should the Admin improve this process so the Configuration Attribute retains its value upon Renewal?
Requirement Overview:
Sales reps want the Square Footage value on a Configuration Attribute to persist when renewing a Quote.
Twin Field Mechanism:
Twin Fields ensure that data is retained and mapped between related objects.
Creating Twin Fields on the Asset and Subscription objects allows the Square Footage value to be carried forward during renewals.
Steps to Configure:
Create a custom field for Square Footage on the Asset and Subscription objects.
Ensure the API names of these fields match the Configuration Attribute API name.
Test the renewal process to confirm the value persists.
Validation:
The Square Footage value should automatically populate in the renewal Quote without manual entry by the sales rep.
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