Introduction

In the renewal workflow, once an Asset List is created, it is typically shared with the customer for validation. Customers may review the list and suggest updates such as removing assets, modifying quantities, or adding comments.

Instead of manually updating these changes in the system, Partner Renewal Workspace (PrW) provides the Enriched Asset List capability, allowing you to update Asset List Items in bulk using an Excel file.

This feature is available across both:

• Maintenance Contract renewals
• Subscription renewal workflows

In this article, you’ll learn how to export an Asset List, update it offline, and upload it back into PrW to automatically apply changes. By the end of this article, you will understand:

• How to export an Asset List for customer validation
• Which fields can be updated in the exported file
• How to upload the updated (enriched) file back into PrW
• How the system processes and reflects these updates

By the end, you’ll understand how the IC Console acts as your main workspace for managing assigned contracts before you move into asset list creation.

Previous step: Review Asset Lists and prepare them for customer validation

Next step: How to create vendor price requests to get vendor quote

Key Terms

Table of Contents

1. Exporting the Asset List

To begin the enrichment process, you first need to export the Asset List.

Steps:

1. Navigate to the Asset List Console
2. Select the required Asset List (only one at a time)
3. Click Export Asset List
4. Choose the appropriate template (if prompted)
5. Download the Excel file

What happens next:

• The Asset List is exported in a structured Excel format
• This file can now be shared with the customer or internal stakeholders

2. Updating the Asset List in Excel

Once exported, the file can be reviewed and updated offline.

Typical updates include:

• Marking items as Do Not Renew
• Updating renewal decisions
• Adding comments or notes
• Adjusting fields provided for customer input

Important Guidelines:

• Only update editable columns defined in the template
• Do NOT:
  • Modify or delete system columns (such as internal IDs)
  • Rename columns
  • Add or remove rows

Why this matters:

The system uses internal identifiers in the file to correctly map updates back to Asset List Items.

3. Uploading the Enriched Asset List

After updates are completed, the file can be uploaded back into PrW.

Steps:

1. Navigate to the Asset List Console
2. Select the same Asset List
3. Click Upload Enriched AL
4. Upload the updated Excel file
5. Confirm the upload

After upload:

• The system processes the file
• Asset List Items are updated automatically
• Click Show AL Items to verify the updated data

4. Understanding System Processing

Once the file is uploaded, PrW processes the updates in one of the following ways:

 Successful Update

• All records are updated successfully
• A success message is displayed

Partial Success

• Some records are updated, others fail
• You can review logs to identify issues

Failed Update

• No records are updated due to errors
• Check system logs for details

Background Processing

• For large files, updates may be processed asynchronously
• You may receive a notification once processing is complete

5. How this fits in the Renewal Workflow

The Enriched Asset List step is typically used during customer validation.

Workflow Position:

• Used after grouping IC items into Asset Lists
• Helps refine renewal scope before pricing

In Subscription Renewals:

• Used after preparing subscription items for validation
• Helps align renewal decisions across subscription services

6. Best Practices

To ensure smooth processing:

• Always use the exported template for updates
• Validate entries before uploading (especially picklist values)
• Avoid modifying file structure
• Upload the file against the correct Asset List
• Use Show AL Items to confirm updates

Conclusion

The Enriched Asset List feature helps streamline the renewal process by enabling bulk updates based on customer feedback.

By eliminating manual updates and ensuring data consistency, it allows Renewal Engineers to:

• Process customer feedback faster
• Reduce errors
• Prepare accurate data for pricing and quoting

Related Articles

• How to review Asset Lists and prepare them for customer validation
• How to populate renewal data and create Asset Lists