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CPQ Contract behavior on Add-on and Amendment Opportunity

公開日: Aug 9, 2023
説明
Existing Salesforce CPQ contracts can be modified by users when they create an amendment or add-on opportunity.
解決策

These are the following scenarios in which a quote for an Opportunity would be Co-terminated to a Master Contract (defined on the Quote field SBQQ__MasterContract__c):

When a Amendment/Add-on Opportunity is Contracted, net new Quote Lines of Subscription Products, non-Subscription Products with Asset Conversion defined, and Percent of Total products that cover Assets create Subscriptions/Assets/Subscribed Assets connected to the Master Contract defined on the Amendment/Add-on Quote.

If the Contract has “Renewal Forecast” or “Renewal Quoted” marked to TRUE, read about the additional behavior.
 

ナレッジ記事番号

000381661

 
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Salesforce Help | Article