Line type and line action fields for subscriptions

reference australia Updated Sep 30, 2026 4 min read sm-quote-tm-line-type-action-fields.md
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Line type and line action fields are system-provided fields in Quote Experience that define the type of change and the action required for subscription amendments and renewals.

Line type and line action

Line type and line action fields vary depending on the amendment or renewal use case. Subscription amendment and renewal workflows set the line type and line action fields, and the system populates the corresponding transaction fields in Quote Experience.

The line type field indicates the nature of the change being made to a quote line. The line action field indicates the operation being performed.

Quantity changes

The following table summarizes the line type and line action field settings for quantity changes.

Use case Line type/Line action Description
Upsell quantity: active line
Original line No Change/No Change No changes on the existing line. Additional quantity handled on the new split line.
Split line Amend/Add Creation of a new line to carry the additional quantity from the effective date forward.
Downsell quantity: active line
Original line Cancel/Change Active line closed off at the effective date (end date set). A split line carries the reduced quantity forward.
Split line Amend/Add New line segment to represent the modified (lower) quantity from the effective date.
Downsell quantity: future-dated line
Original line Amend/Change Amendment not a cancellation of the original line since the line had not yet started. Creation of a split line depends on whether the effective date equals the start date.
Split line (if any) Amend/Add Creation of a new line segment if the effective date is between the start date and the end date of the future-dated line.
Quantity to 0: early termination
Original line Cancel/Change Reduction of quantity to 0 equivalent to removing the product. End date set to the day before the effective date. No split line.

Product modifications

The following table summarizes the line type and line action field settings for adding, removing, and swapping products. It also includes product characteristic changes.

Use case Line type/Line action Description
Product additions or removals
Add product: amendment quote
New line Upsell/Add Addition of a new product to an existing subscription. Quote type set to Amend/Renew and line type set to Upsell to distinguish from a new sale.
Remove product: active line
Original line Cancel/Change Ending of the product at the effective end date and the setting of the end date set accordingly. No split line due to no ongoing amendment version.
Remove product: future-dated line
Original line Amend/Change Setting of the line type to Amend and an update to the end date because the future line has not yet started. No split line needed.
Full product swap
Original product line Cancel/Change Termination of the original product at the effective date.
New product line Amend/Add Addition of a replacement product as a new amended line.
Partial product swap
Original: Original line Cancel/Change Reduction of the original product quantity to 0 and termination of the original product quantity for the swapped portion.
Original: Split line Amend/Add Split line for remaining quantity of the original product carried forward.
New product line Amend/Add Addition of a new product as part of the swap. Setting of the line type to Amend and not Upsell because of the downsell action.
Characteristic changes
Original line Cancel/Change Closing of the original line and creation of a line with the updated product characteristic whenever a product characteristic changes.
Split line Amend/Add Creation of a split line to carry the same product with the updated characteristic from the effective date.

Date changes

The following table summarizes the line type and line action field settings for date changes, including an early end date and an end date extension.

Use case Line type/Line action Description
Early termination or early end date
Original line Cancel/Change Movement of the end date to an earlier date and cancellation of the line at the new end date. No split line needed.
End date extension
Original line Amend/Change Extension of the end date with the existing line amended. No termination or split line needed.

Renewals

The following table summarizes the line type and line action field settings for various renewal scenarios.

Use case Line type/Line action Description
Quantity change
Renewed line Renew/Add Renewal of line as is.
Quantity set to 0 on line Cancel/Disconnect Removal of product from renewal when reducing the quantity to 0 or swapping the product. Cancellation of line.
Date change
Renewed line Renew/Add Renewal of line as is.
Characteristic change
Renewed line Renew/Add Renewal of line as is.
Product addition
New product line New/Add Addition of product to the renewal.
Product removal
Original product line Cancel/Disconnect Removal of the product from the renewal and the cancellation of the line at the renewal effective date.
Product swap
Original product line Cancel/Disconnect Cancellation of the original product as part of the swap.
New product line New/Add Addition of the replacement product as New, not Amend.

Quote and unmodified line changes

The following table summarizes the line type and line action field settings for new quotes and unmodified lines.

Use case Line type/Line action Description
New quote
New product line New/Add Addition of a product from a catalog, resulting in a quote type of New and a line type of New.
No change
Unmodified line No Change/No Change No action required if there are no modifications to the line.
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