Introduction

After Asset Lists are created, Renewal Engineers review and prepare them for customer validation using the Asset List Console.

At this stage, your role as a Renewal Manager is to ensure that Asset Lists are complete, validated, and ready to move forward to pricing.

What Happens in This Step

Renewal Engineers:

• Review Asset Lists and associated items
• Apply filters and analyze data for completeness
• Perform co-term analysis where required
• Export Asset Lists for customer validation
• Update Asset Lists based on customer feedback (including uploading enriched Asset Lists)

This step ensures that the renewal scope is finalized and approved before pricing.

For detailed steps, refer to: Asset List Review and Validation – Renewal Engineer Guide

Your Role as a Renewal Manager

At this stage, you focus on:

• Tracking whether Asset Lists are sent for customer validation
• Monitoring progress toward customer approval
• Ensuring updates (including enriched uploads) are completed on time
• Identifying delays before pricing readiness

What to Watch For

• Asset Lists not yet shared with customers
• Delays in customer validation or feedback incorporation
• Frequent rework or multiple updates to Asset Lists
• Asset Lists not ready for pricing despite nearing deadlines

Summary

Asset List validation is a key checkpoint before pricing. While Renewal Engineers manage execution, you ensure that Asset Lists are validated, updated, and ready to progress without delays.

Next Step

Here you will understand the Pricing Request- how it is prepared and shared with vendors for quoting process in the article How to Track Pricing Requests and Renewal Progress.