CPQ Renewal Pricing Method field mapping behavior

• Same

  • When renewing a Subscription using 'Same', CPQ sources the following Subscription fields for the renewal's Quote Line Prices:
    • Subscription: List Price / Prorate Multiplier maps into Quote Line: List Unit Price
    • Subscription: Customer Price * Quote Line: Prorate Multiplier maps to Quote Line: Customer Unit Price.
  • If the Renewal Pricing Method picklist value is set to '--None--', the renewal pricing will default to 'Same' behavior.

• List

  • The Quote Line's List Unit Price will map from the Price Book Entry of either the Price Book defined on Contract or Renewal Price Book. Additional Discount % and Additional Discount (Amt) will be null.

• Uplift

  • Uplift uses a similar pricing model as 'Same', but allows the ability to add an Uplift to your Customer Price.
    • Renewal Uplift (%) (SBQQ__RenewalUpliftRate__c) can be defined on Subscription or Contract. If an uplift percent exists on the Subscription, it takes precedence and overrides the uplift defined on the contract.
  • When renewing a Subscription using 'Uplift', CPQ sources the following Subscription fields for the renewed Quote Line Prices:
• Subscription: List Price / Prorate Multiplier maps into Quote Line: List Unit Price
  • Quote Line: List Unit Price * Quote Line: Prorate Multiplier * (1+Quote Line : Uplift %) will map a value into Quote Line: Regular Unit Price. This is a dynamic calculation if Quote Line: Uplift % is modified after Renewal Quote Line creation.
• Subscription: Customer Price * Quote Line: Prorate Multiplier, then adds Renewal Uplift percent on top which maps to Quote Line: Customer Unit Price.

Notes:

• For 'Same' & 'Uplift', Additional Discount (Amt) populates with the amount difference of Regular Unit Price and Customer Unit Price, where Quote Line: Regular Unit Price calculates as (List Unit Price - System Discounts)*Prorate Multiplier. The Additional Discount (Amt) value mapped on Renewal creation is static unless modified by users or Price Rules.
• For 'Same' & 'Uplift' , if a Renewal Price exists on the subscription it will override the standard Customer Unit Price mapping. Customer Unit Price will populate as Renewal Price * Prorate Multiplier and when an uplift is included, the calculation will use Renewal Price * Prorate Multiplier * Uplift.
• Partner and Distributor Discounts values on Subscriptions will not map to Renewal Quote Lines
• If an Account has a Contracted Price tied to a Product being renewed, that price will map to Special Price with a Special Price Type on renewal and will calculate Additional Discount (Amt) as the discrepancy between Regular and Customer price.