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Subscription Terms
A product’s subscription term is the default amount of time that a subscription lasts. The CPQ package setting Subscription Term Unit controls whether the term is in months or days, and defaults to months. (Salesforce CPQ Managed Package)
When a sales rep adds the product to a quote, the resulting quote line’s Default Subscription Term field inherits the value of the product’s subscription term. The default subscription term is an easy way to quickly see the parent product’s subscription term. Users can’t change it.
The quote line’s Effective Subscription Term field shows the quote line’s actual term length for use in proration. The value of this field varies based on whether you define a subscription term on your quote, quote line, or a quote line group.
- By default, the quote line’s effective subscription term inherits the product’s subscription term.
- If the quote line has a Subscription Term value, the effective subscription term inherits it. (1)
- If the quote line’s subscription term is null and the quote line is part of a quote line group, the effective subscription term inherits the group’s subscription term. (2)
- If the quote line’s subscription term is null and the quote line isn’t part of a quote line group, the effective subscription term inherits the quote’s subscription term. (3)
- If the quote line and quote’s subscription terms are null and the quote line isn’t part of a group, the effective subscription term inherits the quote line’s default subscription term. (4)
When a quote line’s Effective Subscription Term field is different from its Default Subscription term field, Salesforce CPQ adjusts subscription quote line pricing to reflect the correct subscription term. The prorated price appears in the Prorated List Price field.
