Percent of Total Guidelines

General

Subscription Percent of Total products require a Subscription Type field of Percent of Total, and Pricing Method field of List. One-time Percent of Total products require a Pricing Method field of Percent of Total.

The prorate multiplier on the subscription for Percent of Total products is always 1.

Discounts

Non-Discountable Field

Salesforce CPQ doesn’t apply discounts derived from the quote’s Target Customer Amount field onto Percent of Total products that have the Non-Discountable field selected.

Percent of Total Products with Contracted Percent Discount

When you add to a quote a Percent of Total product with a contracted percentage discount, Salesforce CPQ stores the discount value on the quote line’s Special Price field.

Amendments and Renewals

Subscribed Asset Quantity on Renewal Quotes

You can’t reduce the quantity of subscribed assets on a renewal quote. Use amendments to reduce the quantity of your subscribed assets or assets instead.

Percent of Total Constraint Support for Amendments

Salesforce CPQ doesn’t support the Percent of Total Constraint field on amendment quotes.

Coverage of Asset Quote Lines When Contracts Are Amended or Renewed

When you amend or renew a contract, your original quote’s percent of total subscriptions continue to cover their asset quote lines on the amendment or renewal quote. The amendment or renewal subscription still covers assets even if you changed a field on the asset product records that excluded them from the subscription’s scope. For example, your amendment or renewal subscription still covers assets (that it covered on the original quote) if the assets had an active Exclude from Percent of Total field.

Additional Discounts on Quote Lines

Quote line additional discounts are also carried over to amendment quote lines. If a Percent of Total product’s covered asset has an amount-based additional discount, the covered asset’s amendment quote lines have negative total values on amendment quotes. If you use amendments, we recommend not applying amount-based additional discounts to any quote line that would become a covered asset.

Zero-Quantity Subscription Line

Suppose that an amendment causes a price change on a Percent of Total quote line. When you contract the amendment order's opportunity or quote, the resulting contract includes a subscription with a quantity of zero. This line indicates that the number of Percent of Total subscriptions didn’t change.

Further Customization

You can use a few more fields to further customize your Percent of Total products.

Use of the Percent of Total Constraint Field

Percent of Total Constraint changes your Percent of Total product’s price to its original list price when its Percent of Total calculation creates a price above or below that original list price. This feature is useful if you don’t want your Percent of Total product to fall outside its list price in nonstandard settings. For example, you have one quote where a customer orders many products that are used as the Percent of Total target.

Including and Excluding Subscriptions

Salesforce CPQ considers all non-subscription products and excludes all subscription products when calculating a Percent of Total product that looks up to the entire quote. You can select Exclude From Percent of Total to exclude a non-subscription product from all Percent of Total calculations. And you can select Include In Percent of Total to include a subscription product in all Percent of Total calculations.

Use of the Percent of Total Scope Field

When a Percent of Total product is added to a quote that contains quote line groups, the Percent of Total Scope Column appears in the line editor. Users can choose whether the Percent of Total Calculation includes all quote lines on the quote or only quote lines that the Percent of Total product has been added to.

Note When a quote that contains a Percent of Total product is ordered using the Ordered checkbox, the estimated tax calculation is omitted on the order product. Activation doesn’t fix the issue. The Tax Calculation Status is never set to Queued for Percent of Total products.

As a workaround, set Tax Status to Queued on the unactivated order product when it’s null. You can automate by using a platform event. The platform event that updates the Tax Status to Queued must also update another field on the order product at the same time to trigger the update. The Notes field is one example.