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Guidelines for Amending from a Contract with Multiple Subscription End Dates
If your contract contains subscriptions with different end dates, you can control how Salesforce CPQ sets the start and end dates of your amendment quotes. This feature is useful if you don’t want an amendment quote to coterminate with the original contract. (Salesforce CPQ Managed Package)
Required Editions
| Available in: Salesforce CPQ Summer ’16 and later |
Select the contract field Disable Amendment Co-Term to prevent amendment quotes on the contract from inheriting the contract’s end date. When you amend your contract, Salesforce CPQ evaluates the contract field Amendment and Renewal Behavior to set the start and end dates of the contract’s renewal quotes. The value of Amendment and Renewal Behavior affects amendment quotes made from your contract as follows.
- Latest End Date: Amendment quotes on this contract set their end dates to the latest end date among all the contract’s subscriptions.
- Earliest End Date: Amendment quotes on this contract set their end dates to the earliest end date among all the contract’s subscriptions.
Let’s say you sell IT maintenance licenses as 12-month subscription products. You always want to capture a full year of pricing for each license you sell when you make the sale.
You sell 10 licenses with 12-month terms on January 1, 2018, and create a contract for these subscriptions. Then you sell another five licenses on March 1 and plan on amending your contract. By default, the five new subscriptions on the amendment quote inherit the contract’s end date of 12/31/2018. However, to cover a full year of pricing, those licenses have to run through 2/28/2019.
Before you make your amendment, select Disable Amendment Co-Term. When you amend the contract and add your five subscriptions, you’ll end up with an amendment quote that runs from 3/1/2018 through 2/28/2019. This process ensures that you quote the whole year of subscriptions up front for your five other licenses.
When the original quote comes up for renewal on 12/31/2018, Salesforce CPQ renews all 15 subscriptions onto the same renewal quote.
You have a contract with a start date of 01/01/2018, an end date of 12/31/2018, and several subscription products.
| Subscription | Start Date | End Date |
|---|---|---|
| Bronze Maintenance | 01/01/2018 | 12/31/2018 |
| Silver Maintenance | 02/01/2018 | 08/31/2018 |
| Gold Maintenance | 05/01/2018 | 12/01/2018 |
When you’re ready to amend this contract, you have a few options based on your contract’s amendment and renewal behavior.
If your amendment and renewal behavior is the latest end date, your amendment quote has a start date of 01/01/2018 and an end date of 12/31/2018. Your quote lines then have the following dates.
| Quote Line | Start Date | End Date |
|---|---|---|
| Bronze Maintenance | 01/01/2018 | 12/31/2018 |
| Silver Maintenance | 02/01/2018 | 12/31/2018 |
| Gold Maintenance | 05/01/2018 | 12/31/2018 |
If your amendment and renewal behavior follows the earliest end date, your amendment quote has a start date of 01/01/2018 and an end date of 08/31/2018. The quote lines for your subscription products then have the following dates.
| Quote Line | Start Date | End Date |
|---|---|---|
| Bronze Maintenance | 01/01/2018 | 08/31/2018 |
| Silver Maintenance | 02/01/2018 | 08/31/2018 |
| Gold Maintenance | 05/01/2018 | 08/31/2018 |
