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Manage Your Quotes with CPQ
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            Manage Dates for Your Orders and Order Products

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            Manage Dates for Your Orders and Order Products

            Change the start dates and end dates on your orders and order products during or after order creation. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Summer ’16 and later

            Setting Up Order and Order Product Dates

            The Order package-level setting Default Order Start Date defines the default start date for your order on the New Order page. You can choose from the current day or your order’s start date. You can change this date on the New Order page.

            Salesforce CPQ sets an order product’s start date relative to the order’s start date. It then accounts for any offsets between your quote’s start date and the quote line’s start date. The length of time between your order product’s start and end dates matches the length of time between your quote line’s start and end dates. This process ensures that your order products always have the same date structure as your quote lines, even if the order starts after your quote. For example, let’s say you have a quote that starts on 04/01/18. Your quote has the following quote lines.

            Quote Line 1
            Start Date: 04/01/18
            End Date: 03/31/19
            Quote Line 2
            Start Date: 05/01/18
            End Date: 12/31/18
            Quote Line 3
            Start Date: 06/01/18
            End Date: 09/30/18

            You order your quote and set its start date to 06/01/18. Your order products have the following dates.

            Order Product 1
            Start Date: 06/01/18
            End Date: 05/31/19
            Order Product 2
            Start Date: 07/01/18
            End Date: 02/28/18
            Order Product 3
            Start Date: 08/01/18
            End Date: 11/30/18
            Note
            Note Before Salesforce CPQ Summer ’18, the order’s end date defaulted to the latest end date of all its order products. As of Salesforce CPQ Summer ’18, the order no longer populates its End Date field. Salesforce CPQ calculates order product end dates based only on the quote line logic described above, even if you provide an order end date on your own.

            Change Order and Order Product Dates

            You can move the order start date forward or backward on an unactivated order. When you change it, Salesforce CPQ adjusts order product dates so that they cover the same period. For example, if you change your order’s start date from 06/01/18 to 08/01/18, your order product dates change as follows.

            Order Product 1
            Start Date: 08/01/18
            End Date: 07/31/19
            Order Product 2
            Start Date: 09/01/18
            End Date: 04/30/18
            Order Product 3
            Start Date: 10/01/18
            End Date: 01/31/18

            If you edit the start or end date on an order product directly, Salesforce CPQ adjusts the other date so that the order product covers the same period. However, start and end dates earlier than the parent order’s start and end dates aren’t supported.

            Ordering MDQ Products

            When Salesforce CPQ creates an order product for an MDQ line, it evaluates whether you ordered a previous segment in an earlier order. If you did, the order product sets its start date to the latest date between the start date of your new order and the end date of the previous segment. If a quote has an end date, the MDQ product’s last segment’s end date is same as the quote end date.

            Example
            Example If a quote line’s start date is changed to be earlier than the quote’s start date, Salesforce CPQ offsets the quote line to account for the difference, which carries over to resulting order products. Consider the following quote and quote line.
            Quote
            Start Date: 02/01/18
            End Date: 01/31/19
            Quote Line 1
            Start Date: 12/01/17
            End Date: 11/30/18
            After you save the quote, Salesforce CPQ adjusts the quote line’s start date.
            Quote Line 1
            Start Date: 02/01/18
            End Date: 01/31/19
            The adjustment is reflected in the resulting order.
            Order
            Start Date: 02/01/2018
            End Date: 01/31/19
            Order Product 1
            Start Date: 02/01/2018
            End Date: 01/31/2019
            Order Product 2
            Start Date: 04/01/18
            End Date: 03/31/19

            See Also

             
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