Group Ramp Action Input

Understand the sample request to specify group ramp actions during initial sale.

Keep these considerations in mind when you specify ramp actions.

Use the Clone Sales Transaction API to clone a ramp segment, and specify the clone option.
Use the Place Sales Transaction API to specify a group ramp action by using the groupRampAction property. You can refer to the sections in this topic for examples.

JSON Example to Edit a Group

This is a sample request that creates the first ramp segment. This request accepts IDs of a quote and quote line group. Additionally, the request accepts attributes of quote line group such as IsRamped, SegmentType, StartDate, and EndDate. A ramp segment is created with a ramp identifier and segment identifier added to all the quote line items available in the ramp segment.

This process converts a group into a segment, which becomes the first segment in the ramp schedule. A quote can contain a single ramp schedule only. To create another segment in the ramp schedule, use the Clone Sales Transaction API.

1{
2  "groupRampAction": "EditGroup",
3  "pricingPref": "System",
4  "graph": {
5    "graphId": "updateQuote",
6    "records": [
7      {
8        "referenceId": "0Q0xx0000004CYqCAM",
9        "record": {
10          "attributes": {
11            "type": "Quote",
12            "method": "PATCH",
13            "id": "0Q0xx0000004CYqCAM"
14          }
15        }
16      },
17      {
18        "referenceId": "1C9xx0000004CVcCAM",
19        "record": {
20          "attributes": {
21            "type": "QuoteLineGroup",
22            "method": "PATCH",
23            "id": "1C9xx0000004CVcCAM"
24          },
25          "StartDate": "2025-05-01",
26          "EndDate": "2025-06-30",
27          "SortOrder": 1,
28          "IsRamped": true,
29          "SegmentType": "Custom"
30        }
31      }
32    ]
33  }
34}

JSON Example to Edit a Ramp Segment

This is a sample request to edit multiple ramp segments simultaneously, maintaining date continuity among ramp segments.

1{
2  "groupRampAction": "EditRampSchedule",
3  "pricingPref": "System",
4  "graph": {
5    "graphId": "updateQuote",
6    "records": [
7      {
8        "referenceId": "0Q0xx0000004CYqCAM",
9        "record": {
10          "attributes": {
11            "type": "Quote",
12            "method": "PATCH",
13            "id": "0Q0xx0000004CYqCAM"
14          }
15        }
16      },
17      {
18        "referenceId": "1C9xx0000004CVcCAM",
19        "record": {
20          "attributes": {
21            "type": "QuoteLineGroup",
22            "method": "PATCH",
23            "id": "1C9xx0000004CVcCAM"
24          },
25          "StartDate": "2025-05-01",
26          "EndDate": "2025-06-30"
27        }
28      },
29      {
30        "referenceId": "1C9xx0000004CVcAAM",
31        "record": {
32          "attributes": {
33            "type": "QuoteLineGroup",
34            "method": "PATCH",
35            "id": "1C9xx0000004CVcAAM"
36          },
37          "StartDate": "2025-07-01",
38          "EndDate": "2025-08-30"
39        }
40      },
41      {
42        "referenceId": "1C9xx0000004CVcBAM",
43        "record": {
44          "attributes": {
45            "type": "QuoteLineGroup",
46            "method": "PATCH",
47            "id": "1C9xx0000004CVcBAM"
48          },
49          "StartDate": "2025-09-01",
50          "EndDate": "2025-10-30"
51        }
52      }
53    ]
54  }
55}

JSON Example to Add a Product

This is a sample request to add a product to the current and subsequent segments. A ramp identifier and segment identifier are added to the quote line items.

1{
2  "groupRampAction": "AddProducts",
3  "pricingPref": "System",
4  "graph": {
5    "graphId": "updateQuote",
6    "records": [
7      {
8        "referenceId": "0Q0xx0000004CKKCA2",
9        "record": {
10          "attributes": {
11            "type": "Quote",
12            "method": "PATCH",
13            "id": "0Q0xx0000004CKKCA2"
14          }
15        }
16      },
17      {
18        "referenceId": "1C9xx0000004CCGCA2",
19        "record": {
20          "attributes": {
21            "type": "QuoteLineGroup",
22            "method": "PATCH",
23            "id": "1C9xx0000004CCGCA2"
24          }
25        }
26      },
27      {
28        "referenceId": "ref_01txx0000006iCXAAY_0",
29        "record": {
30          "attributes": {
31            "type": "QuoteLineItem",
32            "method": "POST",
33            "id": "ref_01txx0000006iCXAAY_0"
34          },
35          "QuoteId": "@{0Q0xx0000004CKKCA2.id}",
36          "Id": "ref_01txx0000006iCXAAY_0",
37          "UnitPrice": 2000,
38          "Product2Id": "01txx0000006iCXAAY",
39          "PricebookEntryId": "01uxx0000008yciAAA",
40          "Quantity": 1,
41          "StartDate": "2025-05-28T00:00:00.000Z",
42          "BillingFrequency": null,
43          "PeriodBoundary": null,
44          "QuoteLineGroupId": "1C9xx0000004CCGCA2"
45        }
46      },
47      {
48        "referenceId": "1C9xx0000004CCGCAB",
49        "record": {
50          "attributes": {
51            "type": "QuoteLineGroup",
52            "method": "PATCH",
53            "id": "1C9xx0000004CCGCAB"
54          }
55        }
56      },
57      {
58        "referenceId": "ref_01txx0000006iCXABY_0",
59        "record": {
60          "attributes": {
61            "type": "QuoteLineItem",
62            "method": "POST",
63            "id": "ref_01txx0000006iCXABY_0"
64          },
65          "QuoteId": "@{0Q0xx0000004CKKCA2.id}",
66          "Id": "ref_01txx0000006iCXAAY_0",
67          "UnitPrice": 2000,
68          "Product2Id": "01txx0000006iCXAAY",
69          "PricebookEntryId": "01uxx0000008yciAAA",
70          "Quantity": 1,
71          "StartDate": "2025-05-28T00:00:00.000Z",
72          "BillingFrequency": null,
73          "PeriodBoundary": null,
74          "QuoteLineGroupId": "1C9xx0000004CCGCAB"
75        }
76      }
77    ]
78  }
79}

JSON Example to Delete a Product

This is a sample request to delete a product from the current and subsequent ramp segments.

1{
2  "pricingPref": "System",
3  "groupRampAction": "DeleteProducts",
4  "graph": {
5    "graphId": "updateQuote",
6    "records": [
7      {
8        "referenceId": "0Q0SG000000L5r70AC",
9        "record": {
10          "attributes": {
11            "type": "Quote",
12            "method": "PATCH",
13            "id": "0Q0SG000000L5r70AC"
14          }
15        }
16      },
17      {
18        "referenceId": "0QLSG000000WuTh4AK",
19        "record": {
20          "attributes": {
21            "type": "QuoteLineItem",
22            "method": "DELETE",
23            "id": "0QLSG000000WuTh4AK"
24          }
25        }
26      },
27      {
28        "referenceId": "0QLSG000000WuTh4BK",
29        "record": {
30          "attributes": {
31            "type": "QuoteLineItem",
32            "method": "DELETE",
33            "id": "0QLSG000000WuTh4AK"
34          }
35        }
36      }
37    ]
38  }
39}

JSON Example to Delete a Segment

This is a sample request to delete the first and last segment in a ramp schedule. The API throws an error if the specified segment isn’t the first and last segment, ensuring there are no gaps between quote line items in different ramp segments.

1{
2  "pricingPref": "System",
3  "groupRampAction": "DeleteSegment",
4  "graph": {
5    "graphId": "updateQuote",
6    "records": [
7      {
8        "referenceId": "0Q0xx0000004CfICAU",
9        "record": {
10          "attributes": {
11            "type": "Quote",
12            "method": "PATCH",
13            "id": "0Q0xx0000004CfICAU"
14          }
15        }
16      },
17      {
18        "referenceId": "1C9xx0000004FjcCAE",
19        "record": {
20          "attributes": {
21            "type": "QuoteLineGroup",
22            "method": "DELETE",
23            "id": "1C9xx0000004FjcCAE",
24            "action": "DeleteGroup"
25          }
26        }
27      }
28    ]
29  }
30}

JSON Example to Remove a Segment From a Ramp Schedule

This is a sample request to remove the first or last ramp segment in a ramp schedule. This request removes the ramp-specific fields from a quote line group such as IsRamped and SegmentType. Additionally, this request removes the RampIdentifier and SegmentIdentifier fields from a quote line item.

1{
2  "pricingPref": "System",
3  "groupRampAction": "ConvertToNonRampedGroup",
4  "graph": {
5    "graphId": "updateQuote",
6    "records": [
7      {
8        "referenceId": "0Q0xx0000004CfICAU",
9        "record": {
10          "attributes": {
11            "type": "Quote",
12            "method": "PATCH",
13            "id": "0Q0xx0000004CfICAU"
14          }
15        }
16      },
17      {
18        "referenceId": "1C9xx0000004FjcCAE",
19        "record": {
20          "attributes": {
21            "type": "QuoteLineGroup",
22            "method": "PATCH",
23            "id": "1C9xx0000004FjcCAE"
24          }
25        }
26      }
27    ]
28  }
29}