Differences between Contract creation from an Order vs an Opportunity in Salesforce CPQ

Contracting from Opportunity

To create a Contract from an Opportunity, select Contracted on your Opportunity record, and then save your changes. The contract inherits its start and end dates from your Primary Quote’s start and end dates. Salesforce CPQ then creates a Subscription record for each of your Subscription Products from the Primary Quote.

These records contain pricing and date values for each of the Subscription Products you quoted. You can access your subscription records from your Contract’s Subscription related list.

• By default, the subscription inherits its start and end dates from the Quote Line Group’s start and end dates.
• If the Quote Line Group’s dates are null, the subscription inherits its start and end dates from the Quote Line’s start and end dates.
• If the Quote Line’s dates are null, the subscription record inherits its start and end dates from the quote line’s Effective Start Date value and Effective End Date value.

Subscriptions inherit the values of all other matching Quote Line fields.

Note: Quote and Opportunity lookup fields are populated but the Order lookup is not populated when contracting from the Opportunity. 
 

Contracting from Order

To create a Contract from an Order, select Contracted on your Order record, and then save your changes. By default, Salesforce CPQ creates a Contract for each group of Subscription Order Products with matching end dates.

The following settings are required while creating a Contract record from an Order:

• An Order with at least one Subscription Order Product
• All Subscription Order Products are activated
• The related Opportunity has not already been contracted for the Quote associated with the Order
• Order Products must be related to the Quote Line of the Quote from which the Order was generated

Salesforce CPQ sets the dates on each Contract record based on the following settings.

• The Contract start date inherits the Order’s Order Start Date field value.
• The Contract end date inherits the shared end date of the Order Products on that Contract.
• The Subscription start date and end date inherits from its Order Product's start date and end date

Salesforce CPQ then creates a subscription record for each of your Subscription order products. These records contain pricing and date values for each of the subscription products you quoted. Subscription records made from contracted order products set their start and end dates based on the order product’s start and end dates. Finally, the subscription field on each of your order products receives a lookup to the related subscription record.

Note: Quote, Opportunity, and Order lookup fields are populated when contracting from the Order.