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            Guidelines for Renewing a Contract with Multiple Subscription End Dates

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            Guidelines for Renewing 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 renewal 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

            When you renew 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 the start date on renewal quotes made from your contract.

            • Latest End Date: Renewal quotes on this contract set their start dates to one day after the latest end date among all the contract’s subscriptions.
            • Earliest End Date: Renewal quotes on this contract set their start dates to one day after the earliest end date among all the contract’s subscriptions.
            Important
            Important The Amendment and Renewal Behavior field affects the start date of only your renewal quote record. It doesn’t determine a value for any of the renewal quote’s lines. By default, renewal quote lines set their start dates to one day after their parent subscription’s end date. If the renewal quote’s start date and the day after the subscription’s end date are the same value, the quote line has a null start date instead.
            Example
            Example

            You have a quote with a start date of 01/01/2018, an end date of 12/31/2018, and several subscription products. You contract the quote to create the following subscriptions.

            Contract
            Subscription Start Date End Date
            Bronze Maintenance 1/1/2018 12/31/2018
            Silver Maintenance 2/1/2018 8/31/2018
            Gold Maintenance 5/1/2018 12/01/2018

            When you’re ready to renew this quote, you have a few options based on the value of Amendment and Renewal Behavior.

            If your amendment and renewal behavior is the latest end date, your renewal quote has a start date of 01/01/2019 and an end date of 12/31/2019.

            If your amendment and renewal behavior follows the earliest end date, your renewal quote has a start date of 09/01/2018 and an end date of 08/31/2019.

            See Also

             
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