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Example: Generate a Lifecycle-Managed Asset
Review examples of using Connect REST API to create an asset and start tracking its quantity, amount, and monthly recurring revenue over its lifecycle.
Generate an Asset for a Single Order Product
Your sales rep sold a collection of mobile device management subscriptions to a local school district. The order product for the sale has the following values.
Order Product
ID: 1234
Date of Sale: 09/05/19 4:00:00pm PST
Start Date: 01/01/20 9:00:00am PST
End Date: 12/31/20 8:59:59am PST
Amount: $1,200
Quantity: 10
Build an integration that calls the Generate Asset API to generate an asset, asset action source, asset action, and asset state period.
Endpoint
/services/data/v50.0/asset-management/assets/actions/generate
Input
1{
2 "accountId": "001B000001KDI7BIAX",
3 "assetName": "MDM Subscription",
4 "productId": "01tB0000000q2FFIAY",
5 "currencyIsoCode": "USD",
6
7 "assetStatePeriods": [
8 {
9 "startDate": "2020-01-01T09:00:00-08:00",
10 "endDate": "2020-12-31T08:59:59-08:00",
11 "quantity": 10.0,
12 "mrr": 100.0,
13 "amount": 1200.0
14 }
15 ],
16
17 "assetAction": {
18 "category": "Initial Sale",
19 "actionDate": "2019-09-05T16:00:00-08:00",
20 "quantityChange": 10.0,
21 "mrrChange": 100.0,
22 "amount": 1200.0
23 },
24
25 "assetActionSources": [
26 {
27 "transactionDate": "2019-09-05T16:00:00-08:00",
28 "startDate": "2020-01-01T09:00:00-08:00",
29 "endDate": "2020-12-31T08:59:59-08:00",
30 "quantity": 10.0,
31 "productAmount": 1200.0,
32 "referenceEntityItem": "1WLB00000003geJOAQ"
33 }
34 ]
35}Output
Generate an Asset for a Ramped Deal
Your sales rep sold a ramped deal for mobile device management subscriptions. The customer has 10 licenses for 01/01 through 06/30 and 20 licenses for 07/01 through 12/31. You want to recognize all the transactions as one asset.
Order Product
ID: 1234
Date of Sale: 09/05/19 4:00:00pm PST
Start Date: 01/01/20 9:00:00am PST
End Date: 06/30/20 8:59:59am PST
Amount: $600
Quantity: 10
Order Product 2
ID: 1235
Date of Sale: 09/05/19 4:00:00pm PST
Start Date: 07/01/20 9:00:00am PST
End Date: 12/31/20 8:59:59am PST
Amount: $1,200
Quantity: 20
In this case, you make one Generate Asset API call that passes in data for two asset state periods. The first asset state period represents the period from 01/01 through 06/30, with a quantity of 10. The second asset state period represents the period from 07/01 through 12/31, with a quantity of 20.
Endpoint
/services/data/v50.0/asset-management/assets/actions/generate
Input
1{
2 "accountId": "001B000001KDI7BIAX",
3 "assetName": "MDM Subscription",
4 "productId": "01tB0000000q2FFIAY",
5 "currencyIsoCode": "USD",
6
7 "assetStatePeriods": [
8 {
9 "startDate": "2020-01-01T09:00:00+08:00",
10 "endDate": "2020-06-30T08:59:59+08:00",
11 "quantity": 10.0,
12 "mrr": 100.0,
13 "amount": 600.0
14 },
15 {
16 "startDate": "2020-07-01T09:00:00+08:00",
17 "endDate": "2020-12-31T08:59:59+08:00",
18 "quantity": 20.0,
19 "mrr": 200.0,
20 "amount": 1200.0
21 }
22 ],
23
24 "assetAction": {
25 "category": "Initial Sale",
26 "actionDate": "2019-09-05T16:00:00+08:00",
27 "quantityChange": 20.0,
28 "mrrChange": 200.0,
29 "amount": 1800.0
30 },
31
32 "assetActionSources": [
33 {
34 "transactionDate": "2019-09-05T16:00:00+08:00",
35 "startDate": "2020-01-01T09:00:00+08:00",
36 "endDate": "2020-06-30T08:59:59+08:00",
37 "quantity": 10.0,
38 "productAmount": 600.0,
39 "referenceEntityItem": "1WLB00000003geJOAQ"
40 },
41 {
42 "transactionDate": "2019-09-05T16:00:00+08:00",
43 "startDate": "2020-07-01T09:00:00+08:00",
44 "endDate": "2020-12-31T08:59:59+08:00",
45 "quantity": 20.0,
46 "productAmount": 1200.0,
47 "referenceEntityItem": "02iB00000007bYhIAI"
48 }
49 ]
50}Output
See Also
- Generate Asset
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