Creation of a Contract from an Order

To contract your order, select Contracted on your order record, and then save your changes. The order must be related to a CPQ quote containing the subscription lines that you want to contract. By default, Salesforce CPQ creates a contract for each group of subscription order products with matching end dates. The contract is created in the background.

Salesforce CPQ requires these objects and settings when you create a contract record from an order.

• An order with at least one subscription order product
• All the subscription order products that you want to contract are activated
• A contract-based renewal method on your order’s account
• An uncontracted opportunity for the quote that you ordered from
• An order product must be related to the line of the quote that the order was generated from

Salesforce CPQ sets the dates on each contract record based on these settings.

• The contract start date inherits the value in the order’s Order Start Date field.
• The contract end date inherits the shared end date of the order products on that contract.
• If an additional order is contracted with products whose subscription end date is past the original contract end date, the contract end date isn’t updated to match.

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. You can access your subscription records from your contract’s Subscription related list. 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 When you contract an order containing a subscription order product with a quantity of zero, Salesforce CPQ doesn't create a subscription record for it on the resulting contract. If you need a subscription with a quantity of zero, contract from the opportunity instead.

Salesforce CPQ also creates subscribed assets for any of the percent of total subscription products that you contracted.

Through the order record, you can create a contract for percent of total, covered, or bundle order products.

You can also contract a single order product on your order, even when the order record is unactivated. Go to your order product, activate it, select its Contracted checkbox, and then save your changes. Salesforce CPQ creates a contract and subscription record as if you had contracted an order with a single order product.

Tip You can activate and contract an order product even if its parent order is unactivated. This feature is useful if you want to contract a few subscriptions on a large order and then contract the rest of the order from the order record.

Salesforce CPQ creates assets for your order products with related products that have One per Unit or One per Quote Line asset conversion. These records contain pricing values for the nonsubscription products you quoted. You can access your asset records from your account.

Note As of Salesforce CPQ 210.13, the order contracting process respects the value of the Subscriptions and Renewals package setting Contract in Foreground.

• Order Contracting Methods
  You can adjust the contracting method fields on your order and order products to control how Salesforce CPQ distributes subscription products on your contracts. (Salesforce CPQ Managed Package)