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Guidelines for Setting Up Salesforce CPQ Orders
When setting up orders, review guidelines related to setup and pricing. (Salesforce CPQ Managed Package)
Required Editions
| Available in: Salesforce CPQ Summer ’16 and later. |
Orders must be created from a primary quote. In Salesforce CPQ, after an order is created from the primary quote, the primary quote can’t be edited. When you order a CPQ quote, your order products inherit the following fields from their originating quote lines.
- List Price
- Unit Price
- Total Price
When you contract an order, the order product records look up to any related subscription, contract, and asset fields.
The Order Amount field is equal to the sum of all order product Total Price values on the order.
When you order a Percent of Total product, its order product price is calculated based on the state of the quote at the time the first order was generated. Salesforce CPQ creates the Subscribed Quote Line object when the order is first created. It uses this record for all subsequent orders, even if the original quote changes.
Orders have a Status field set by default to Draft. You can edit fields on your order and order products while the order is a draft. Click Activate to set your order’s status to Activated and lock the record from field edits. You can invoice or contract your order only while it’s activated. Click Deactivate to return your order to draft status and make further field edits.
Salesforce CPQ selects an order product’s Activated field based on the order’s status field. You can select or deselect the Activated field yourself. Activating your order products in portions is useful if you want to partially fulfill a quote while maintaining one contract for generating amendments and renewals. On amendment and renewal quotes, you can order quote lines only with a quantity of one or greater. If any of your order products are contracted, you can’t deactivate an order.
When you order a quote or edit order pricing, Salesforce CPQ runs a series of calculations to determine price schedules. Price schedules are created for only usage-based order products. The order field Price Calculation Status shows Salesforce CPQ’s progress through the calculation process. Users can’t activate the order, edit order fields, or edit order product fields until the price calculation status has a value of Completed. Salesforce CPQ updates the price calculation status message to reflect its progress through the price calculation process.
Salesforce CPQ doesn’t honor Unit Price decimal setting in the package. If more than 2 decimal points are specified, Salesforce CPQ rounds the values. For example, 0.005 is rounded to 0.01. Multi-currency, especially the Japanese yen, doesn’t factor in the decimal at all.
When you create an order from a quote where the SBQQ_Quote_c field is populated, the relevant fields from the quote are copied to the order. However, if you edit the SBQQ_Quote_c field on a quote, the field values aren’t updated on the existing order.
When fields are copied from Quote to Order, there’s no field validation on the copied field values. For example, if you enter a value on a quote field that isn’t valid on the corresponding order field, the invalid value is copied to the order.
- After placing an order against a quote, don’t modify any parts of the quote that affect cost. Don’t modify products, dates and schedules, quantity, or price.
- We recommend leaving Price Calculation Status as a read-only field. Making the field editable can cause errors during the price calculation process.
- Don’t edit or delete the Status field’s Draft and Activated picklist values.
- To avoid an order creation failure when you’re using the enabled State / Country Picklist, if the integration value and country value don’t match, enter the country code into country code fields such as SBQQ__BillingCountry__c and SBQQ__ShippingCountry__c on SBQQ_Quote.
