Guidelines for Contracting, Amending, and Renewing MDQ Products

Review guidelines for contracting, amending, and renewing MDQ products. (Salesforce CPQ Managed Package)

Guidelines for Contracting MDQ Products

• When you contract an MDQ subscription product, Salesforce CPQ produces a subscription record for each of the product’s segments on your quote. Each subscription’s Subscription End Date field equals the last segment’s end date. For example, let’s say you had an MDQ product with the following segments.

  Quote Line

  Segment	Start Date	End Date
  Year One	01/01/2018	12/31/2018
  Year Two	01/01/2019	12/31/2019
  Year Three	01/01/2020	12/31/2020

• When you contract the opportunity or order from that quote, Salesforce CPQ creates three subscriptions.

Subscription

Subscription	Subscription Start Date	Subscription End Date
Year One	01/01/2018	12/31/2020
Year Two	01/01/2019	12/31/2020
Year Three	01/01/2020	12/31/2020

Considerations for Amending MDQ Products

• Before you can activate an amendment order, you must amend all the product segments.
• When the original quote line has an additional discount, uplift, or volume discount applied, and the amendment quote line’s prorate multiplier isn’t 1, refunds on amendment quotes aren’t always calculated correctly.

Considerations for Renewing MDQ Products

Custom segments renew to the same length regardless of how the renewal term is set on the contract. Custom segments can’t be effectively prorated, because their time is arbitrary. For example, if you have a custom segment on initial sale that has 6-month and 12-month segments, and then you try to renew to a year-long renewal term, the renewal quote lines for the custom segments are still 6 and 12 months, not 4 and 8.

Important If you amend a contract that includes an MDQ product and you renew after the first term segment has completed, the segment information for that first term will be blank in the Quote Line Editor. To update the missing information, you must select View/Edit on the Quote Line Detail page.