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Renewal of MDQ Products
Follow these guidelines when renewing your MDQ (multi-dimensional quoting) products so you can quote a new set of segments on your renewal quote. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All CPQ Editions |
- Renewing a non-MDQ product into an MDQ product isn’t supported.
- Salesforce CPQ doesn’t support renewing multiple MDQ subscriptions that have different start dates. In this case, each MDQ subscription’s renewal quote line start date equals the quote or quote line group’s start date.
- You can desegment an MDQ product into a standard quote line on the renewal quote. Enable this feature by setting your contract’s MDQ Renewal Behavior field to De-segmented. When you renew that contract, all the contract’s segmented MDQ products convert to a single quote line on their renewal quotes. Salesforce CPQ uses pricing information from the last segment to calculate pricing on the renewed desegmented quote line. Change the renewal price manually only if you want to override this default behavior.
- If you write automations that affect a renewal quote’s subscription term or end date, be sure to set the renewal behavior to De-segmented.
- The subscription of the first segment represents the entire contract term from start date to end date. When you renew an MDQ product, the renewal product inherits its renewal price from the first segment’s subscription record. You can renew at a different price by using price rules or changing your account’s renewal price method. You can also renew at a different price updating the renewal price on the first segment’s subscription record.
- You can assign a renewal uplift to the first segment of a subscription MDQ product. Set your MDQ product’s renewal pricing method to Uplift and update the corresponding subscription record’s Renewal Uplift % field with the value that you need.
- You can assign a renewal uplift to all quote lines on the contract. For MDQ products, either the first segment is uplifted or all segments are uplifted. When the renewal uplift applies to all the segments on the renewal contract, the price increases over the term of the quote.
- When you renew MDQ products, if the terms on the original and renewal quotes are different, adjust the renewal term on the contract before the renewal quote is generated. Adjusting the renewal term in the quote line editor after the quote is generated sometimes results in an unexpected uplift pricing. If the renewal term is greater than the original contract term, additional discounts from the first contract segments aren’t carried over to the renewed quote segments.
- When a product is renewed, there’s a lookup to the subscription product from which it was renewed on the quote line. However, when you desegment a renewed MDQ product, this lookup (and subsequently the pricing related to it) is based on the first segment from the original quote, not the last.
- Renewing a previously terminated MDQ segment isn’t supported by the Legacy Amend/Renew
service. If this scenario is required by your business, use JSAR. If you’re using the Legacy
Amend/Renew service, renewing a previously terminated MDQ segment results in incorrect quote
lines.
If you’re using JSAR, you can renew an MDQ with a terminated segment if the last segment isn’t terminated (or in the active state). We use the last segment as the basis for pricing the renewal MDQ segments.
If the TerminatedDate__c field is populated, a subscription or segment is considered terminated.
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