General Guidelines for MDQ Products

Review general guidelines for MDQ products. (Salesforce CPQ Managed Package)

• Quotes require start dates to calculate MDQ quote line prices correctly.
• Salesforce CPQ doesn’t support more than one One-Time price dimension per product.
• Package-setting subscription term units for MDQ products support only month-based subscriptions. Subscriptions’ prorate precision also impacts the pricing for MDQ products. See Salesforce Help for details.
• The Pricing & Calculation package setting Allow Non-Consecutive Custom Segments lets you create custom segments with start dates that are more than one day after the previous segment’s end date.
• The start and end dates on non-custom segments of MDQ products aren’t editable. The dates on custom segments are editable.
• MDQ products don’t support usage pricing.
• You can’t associate product options or configuration attributes with an MDQ product. If a configuration attribute or product option is associated, the standalone MDQ product appears on the standard table when you’re adding it to the quote.
• Hovering over a segmented product in the quote line editor shows a dialog box with that segment’s pricing details.
• If you have an MDQ product with multiple currencies (stored in separate price books), each currency needs its own price dimension. For example, if you have two price dimensions (Dimension A and Dimension B) and are using US dollars and euros, you need four separate dimensions (Dimension A: USD, Dimension A: EUR, Dimension B: USD, and Dimension B: EUR).
• If a quote’s subscription term doesn’t equal a full-year term, the quote line editor rounds it up when determining how many segments to create. So, the last three months of a 39-month subscription term are housed in “Year 4,” with four total line items created. Then the price is prorated to match the 3-month term. You could also move the prorated three-month term appearing in Year 4 to the first price dimension by adjusting the quote’s First Segment Term End Date field. This field lets you ensure the last segment reflects the price of an entire year. Since all renewal terms are based on the last segment, this process lets you avoid undesirable renewal terms.
• You can place MDQ products in different quote line groups, even groups with different subscription terms.
• If you drag an MDQ product quote line, Salesforce CPQ moves all its segments, too.
• On MDQ products, either apply a price uplift to the quote line or edit a segment’s list price. If you do both, the uplift isn’t applied correctly.
• For quoted MDQ products, if the last segment’s end date (or the quote’s end date) is the last day of daylight savings time, Salesforce CPQ creates an extra pricing segment with a net total of zero.
• The quote field First Segment Term End Date isn’t supported in add-on quotes and amendment quotes that contain a combination of non-custom MDQ price dimension types.
• MDQ segments with zero quantity don't create an order product, and prevents the order from being activated.
• MDQ segments are generated before the calculation process begins. Therefore, Price Rules and QCPs that change the End Date or Subscription Term after the calculation process has already started do not change the number of MDQ Segments that are generated on the current calculation pass.
• When you desegment an MDQ product in the quote line editor, the Uplift % field is cleared.