Price on existing CPQ Amendment Quote Lines cannot be changed

If users need to re-quote products that have already been contracted at a certain price, it is best practice to cancel out (by zeroing out the quantity) the existing quotes lines on Amendment and then add the same product at the new price.

Users should not make these types of changes on amendment quotes. The types of changes to avoid include:

• Modifying any of the standard CPQ price fields (i.e List, Regular, Customer, Partner, Net Price) on the amended quote line
• Changing discounts on the amended quote line (Range Discount Schedules with Cross Orders marked to true will fall into this category) all package discount fields are un-editable by our package on amendment
• Changing dates (i.e Start, End, and Segment Dates) on already purchased quote lines
• Deleting amendment quote lines related to existing subscriptions or assets

If pricing needs to change on previously contracted lines moving forward, per any of the above methods, the user needs to follow pressing either "amend" on the contract or "amend contract" on a new opportunity and choosing the contract in question. Then cancel the previously existing quote lines by zeroing out the quantity (this will prorate the refund accordingly). Add the product again or clone the zeroed line, and then input the true quantity users want to quote moving forward there. This new line will start the effective quantity from 0, and once contracted will contract the proper data back to the master contract's subscriptions

A visual of the user steps to do this in both scenarios are

1. If users Amend from the Contract record:

Press “Amend” on the Contract record > Select ‘Amend’ in the next screen > Once the QLE page shows up, Enter 0 into the existing Line that users need to cancel > Clone the Quote Line (or add a net new version of the product from product selection) > enter the new quantity users need to quote, at the price users need to quote at.

2. If users Amend contracts from new Opportunities on the Account:

Press “Amend Contract” on a new Opportunity for the Account user is working with > Select the Activated Contract to amend in Cpq’s SelectContractOpp Visualforce page that users are routed into > Enter 0 into the existing Line that users need to cancel > Clone the Quote Line (or add a net new version of the product from product selection) > enter the new quantity users need to quote, at the price they need to quote at.


NOTES:

• Contract must have Preserve Bundle Structure = TRUE when Amending, or error message "Error:Cannot amend the contract. To do so, please activate Preserve Bundle Structure and try again" will return when Amending.
• Functionality for quote Target Customer Amount is not supported on amendments in Salesforce CPQ.