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Renew Contracts from an Account
Renew two or more contracts at the same time from your account. Renewing multiple contracts from an account is useful if you want all the subscriptions and assets from these contracts to go to one renewal opportunity. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All Salesforce CPQ Versions |
When you renew several contracts, Salesforce CPQ requires that one contract acts as the master contract. Your renewal opportunity inherits its close date from the master contract’s end date. This process also means that your renewal quote has a start date set one day after your master contract’s end date.
We recommend that the contract with the earliest end date becomes your master contract. This process ensures that you don’t have gaps in subscription between a contract with an early end date and a contract with a later end date.
Renewing multiple contracts from an account is available in Lightning Experience as of Salesforce CPQ Summer ‘19.
When Large-Scale Amendment and Renewal is enabled and you renew a contract, renewed child subscriptions from a contract other than the parent subscription contract aren't automatically included on the renewed parent contract. To include these child subscriptions, enable Legacy Amendment and Renewal Services , or manually clone the child subscription on the parent subscription.
- Make sure that your account has a contract-based renewal model.
-
In an account with multiple active contracts, in the Contracts related list, select the
checkboxes of the contracts to renew.
Salesforce CPQ shows the Renew Contracts page.
- Click Renew Contracts.
- Choose a contract to serve as the master contract. Your renewal opportunity inherits its end date from the master contract’s end date.
-
Save your changes.
Salesforce CPQ creates the following records.
- A renewal opportunity with a close date equal to your master contract’s end date.
- A renewal quote with a start date set one day after your renewal opportunity’s close date. The renewal quote bases its end date off the master contract’s renewal term.
- The renewal quote contains all the renewable products from all the contracts you renewed.
You have 4 contracts on your account. Each contract contains a subscription that you sold at a different date during the year.
| Contract | Start date | End date | Renewal term | Subscription |
|---|---|---|---|---|
| Contract 1 | 03/01/2018 | 12/31/2018 | 10 | Mobile Device Management |
| Contract 2 | 03/06/18 | 09/05/18 | 6 | Service Desk Management |
| Contract 3 | 04/29/18 | 11/28/18 | 7 | System Performance Management |
| Contract 4 | 07/01/18 | 12/31/18 | 6 | Release & Deployment Management |
Your customer decides to renew the first three subscriptions for a full year of service. Because Contract 2 ends the earliest, you set it as your master contract.
- Change the renewal term of Contract 2 to 12.
- Select all 3 contracts on your account, and then click Renew Contracts.
- Choose Contract 2 as your master contract. Salesforce CPQ creates a renewal opportunity with a close date of 09/05/2018 and the following renewal quote.
- Start Date
- 09/06/2018
- End Date
- 09/05/2019
- Quote Lines
- Mobile Device Management
- Service Desk Management
- System Performance Management
Your renewal quote’s quote lines have the following information.
| Quote lines on your renewal quote | Start Date | End Date |
|---|---|---|
| Mobile Device Management | 01/01/2019 | 09/05/2019 |
| Service Desk Management | 09/06/2018 | 09/05/2019 |
| System Performance Management | 11/29/2018 | 09/05/2019 |
