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Rachel van den BergRachel van den Berg 

We have a customer that sometimes needs to credit an amount which is calculated based on part of the length of the subscription because the service was not delivered as expected during that time. It should not affect the actual running subscription in terms of start and end date as the subscription was still running during that time.

So for example there is a subscription from 1-1-19 till 31-12-19. From 1-3-19 till 31-3-19 the subscription was not what it should be so customer should get a refund for 1 month in this case.

What would be best practice in this case to calculate the credit amount for the customer? 

Best Answer chosen by Rachel van den Berg
Christopher HickmanChristopher Hickman
Do it in your billing system. This is not a sales-related transaction that should impact revenue forecasts, so CPQ is not the right tool for the job.
Wendy KwanWendy Kwan 
How do I make this custom field date to display April 1, 2018 instead of 4/1/2018?
I would like to figure out how to write the function in the Custom Field Definition Detail next to SBQQ__Account__r.op2_Original_Contract_Date__c

Any help will be much appreciated.  Thanks!
User-added image
 
Best Answer chosen by Wendy Kwan
Tom HoffmanTom Hoffman
Not sure if CPQ will let you modify that field if its part of the managed package; if not you could create your own field with a formula like this:

Case(Month(YourDateField),
1,'January',
2,'Febuary',
3,'March',
4,'April',
5,'May',
6,'June',
7,'July',
8,'August',
9,'September',
10,'October',
11,'November',
'December')&' '&Day(YourDateField)&', '&Year(YourDateField)

This will give you the Month DD, YYYY format. 
Leonard CadetLeonard Cadet 

I am working creating custom Quote Templates in CPQ.

I am creating Content that I can use for my Sections in Salesforce. 

I want to pull the shipping information from the quote:

Field SBQQ__ShippingName__c for example

And have that included in my "Shipping Section"

I'm working through the documenation for content:

https://help.salesforce.com/articleView?id=cpq_template_content.htm&type=5

And I'm not sure where to start for the most part. A template content editor is explained but I don't know where it is, and how to use it. 

I'm wondering if I can have a editor like the Quote Terms: Template Bottom or Top where I can section things off and add the fields I need.

Can anyone assist? 

Best Answer chosen by Leonard Cadet
Christopher HickmanChristopher Hickman
The template content editor is what comes up when you create a new template content record, or edit an existing one. It provides you with a rich text editor (similar, but more rudimentary than MS Word), and the ability to write HTML + inline CSS (a subset of each). The "Merge Fields" link in the help document you reference will give you the details on how to reference the fields you want.
Alexander ScharesAlexander Schares 
Hi there,

I am trying to set up a new price rule and i am not able to set up my advanced condition the way I want to.
I have no clue why. See attached my problem:

Vom Benutzer hinzugefügtes Bild
Best Answer chosen by Alexander Schares
Doug BurkhartDoug Burkhart
Hi Alexander,

I found the issue and to me it doesn't make sense that they did it this way so don't shoot the messanger.

The error is referring to the Index Number. The Index Number is a field on the Price Condition Object but it is not the Condition # Field to which you are referring. You may need to add it to the Price Condition Layout to see if but it is a field that needs to be manually populated by you. Once you have those values set (I just set them as the same number as the Condition # field). You should be able to save your Price Rule exactly as you have it in the screenshot.

Doug
Best Answer chosen by Estelle Drever
Divyesh PatelDivyesh Patel
Estelle - I don't think there is any standard functionality to have individual/seperate delete line button/icons for a bundled product options quote lines in QLE. You need to use the reconfigure button on the parent bundle product quote linen and remove the options not required. You basically reconfigure bundle product to achieve this. 

 
Chris ForshaChris Forsha 
Ok, I have preserve Bundle Selected everywhere. Amend behaviour is set to allow refund. Generated the Amendment opportunity from the Contract. When We try to change the quantity it always reverts to the original quantity. I've tried increasing and decreasing. Anyone got a clue? 
Best Answer chosen by Chris Forsha
Chris ForshaChris Forsha
After looking into this it appears the contract was generated from an opportunity rather than an order. I deleted the contract we were trying to amend, ordered from the quote and regenerated the contract from the order. When amending the contract I was then able to edit the quantity. Not sure how this is all tied together, but it's fixed now. 
Julio LozanoJulio Lozano 
Hi, I need to create discounts as products, I've been able to do it with regular discounts like static % or $, also with editable discounts and even calculated using the SubscriptionCategory. But the one I can't do behaves like this:
SAAS: Discount-value - To be used with CLOUD/SAAS discounts only. This discount based on the $$ volume of the deal, Software only, no more multiplying lines and licenses. Simply base your % discount amount on the total dollar $$ volume of the deal. Refer to the chart below for the % to use. The Chart of Discount %:
5K-9,999K = 5%
10K - 19,999K = 10%
20K - 39,999K = 15%
40K - 199,999K = 20%
200K + = 25% 
Best Answer chosen by Julio Lozano
Arpit JainArpit Jain
Hello Julio,

From what I understand, you want the Discount to be applied on the Quote Total amount if at all the total amount reaches a particular value for (consisting of the only specific set of products [Software Only products]).
If that is the case, maybe you can write a price rule to achieve the same.
Here are a high-level steps to achieve the same:

Step 1: Using Summary Variable, calculate the total Price of all the software products.
Step 2: Use the formula to apply the discount in Price Rules to apply a discount based on the table you mentioned above. Here if you can choose to apply a discount on both Quote Level or Quote line level as well basis you need.

Let me know if there is any confusion or if that helps.

Thanks
Arpit Jain

 
Brett WernerBrett Werner 
We are in the middle of a few projects.  One is to install Celligo (Netsuite integration) and another for CPQ.  Celligo would like us to turn on the "enable quotes" functionality in production but we have not installed CPQ in production as of yet.  I just wanted to be sure this step would not have a negative impact to our CPQ project?
Best Answer chosen by Brett Werner
Christopher HickmanChristopher Hickman
Salesforce CPQ does not use the native quote object, but a custom one with the API SBQQ__Quote__c. The only negative impact will be confusion amongst reps when determining which quote to create from opportunity, and administrators for which quote/quote lines objects to create fields and other metadata.
Darryl MoyersDarryl Moyers 
Hi All,

Does anyone have any processing speed benchmarks when considering Product Selection Rules vs. Option Constraints?

I have one complicated, configured Product that requires 48 Option Constraints for one specific combination (48 different Options in one Feature should be "excluded"/disabled/invalid if some other Option from a different Feature is chosen).

This same logic could be enforced using a "Remove & Hide" Product Rule with a filter, meaning just 1 Product Action record instead of 48 Option Constraint records.

I recognize that there's a difference in how Product Rules are executed, compared to Option Constraints, but from a processing standpoint.... would one of these alternatives (PR vs OC) represent a significant advantage or disadvantage over the other?

Thank you,
Darryl
Best Answer chosen by Darryl Moyers
Jason BillmanJason Billman
Hi Darryl,

As long as you don't have a large amount of other product rules or a large amount of lookup queries in your product rules, the performance shouldn't be much different. 

Putting performance aside, I think it would be easier to administer one product rule vs 48 constraints.

 
Francisco Javier BermejilloFrancisco Javier Bermejillo 
I've added some custom fields to the Products and same fields to the Opportunity i.e. Opportunity.GoodClient__c = true/false <-> Product.GoodClient__c = true/false.
Now I want to filter the list of selectable products to be added to each Opportunity using those fields.
Is it possible? In lightning?
Best Answer chosen by Francisco Javier Bermejillo
Victor ShapiroVictor Shapiro
Hi Francisco,

This Trailblazer Community category is specific to the Salesforce CPQ and Salesforce Billing products. If you're looking for assistance with Salesforce, you may have better luck re-posting this in another category.