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            Order Contracting Methods in Salesforce CPQ

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            Order Contracting Methods in Salesforce CPQ

            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)

            Required Editions

            Available in: Salesforce CPQ Summer ’16 and later

            Order Contracting Method

            The order field Contracting Method controls how Salesforce CPQ sets the start dates and end dates of contracts you create from your order. The field inherits its value from the quote that created your order.

            By Subscription End Date
            Salesforce CPQ groups subscription products by end dates into separate contracts. Each contract’s start date is equal to the earliest start date among its subscription products. This value is the default contracting method value.
            Note
            Note Salesforce CPQ creates contracts only when a user or process selects the Contracted checkbox on an opportunity or order. Amending an order with net-new subscriptions on the amended quote while this method is active doesn’t produce a new contract.
            Single Contract
            Salesforce CPQ creates one contract for all your opportunity’s subscription products.
            The single contracting method isn’t available for evergreen quote lines. Evergreen and non-evergreen subscriptions must be managed on different contracts.
            When using single contracts, if you start a contract process and then start another contract process before the first one has finished, Salesforce CPQ creates multiple contracts. To avoid this, make sure to wait until the first contracting process has finished.

            Order Product Contracting Method

            Order products also have a Contracting Method field.

            • Inherit: This order product follows the contracting method specified on its order. All order products have this value by default.
            • Contract Separately: This order product receives its own independent contract when you contract its order.
            • Do Not Contract: Salesforce CPQ does’t contract this order product when you contract its order.
            Example
            Example

            You’re contracting an order for several of your company’s software subscriptions products. Let’s have a look at how Salesforce CPQ creates your contracts based on the contracting methods of your order and order products.

            Contracting Method (Order): By Subscription End Date
            Subscription Order ProductStart Date (Order Product)End Date (Order Product)Contracting Method (Order Product)Resulting Subscription Goes ToContract Start DateContract End DateSubscription Start DateSubscription End Date
            MDM Subscription 01/01/18 09/30/18 Inherit Contract 1 01/01/18 09/30/18 01/01/18 09/30/18
            Data Security Subscription 03/01/18 09/30/18 Inherit Contract 1 01/01/18 09/30/18 03/01/18 09/30/18
            Service Desk Subscription 03/01/18 10/12/18 Inherit Contract 2 03/01/18 10/12/18 03/01/18 10/12/18
            Data Backup Subscription 05/01/18 11/15/18 Inherit Contract 3 05/01/18 11/15/18 05/01/18 11/15/18
            Data Backup Subscription 06/01/18 11/15/18 Inherit Contract 3 05/01/18 11/15/18 06/01/18 11/15/18
            Infrastructure Management Subscription 06/01/18 11/15/18 Contract Separately Contract 4 06/01/18 11/15/18 06/01/18 11/15/18
            Release & Deployment Subscription 06/01/18 11/15/18 Do Not Contract None None None None None
            Contracting Method (Order): Single Contract
            Subscription Order ProductStart Date (Order Product)End Date (Order Product)Contracting Method (Order Product)Resulting Subscription Goes ToContract Start DateContract End DateSubscription Start DateSubscription End Date
            MDM Subscription 01/01/18 09/30/18 Inherit Contract 1 01/01/18 11/15/18 01/01/18 09/30/18
            Data Security Subscription 03/01/18 09/30/18 Inherit Contract 1 01/01/18 11/15/18 03/01/18 09/30/18
            Service Desk Subscription 03/01/18 10/12/18 Inherit Contract 1 01/01/18 11/15/18 03/01/18 10/12/18
            Data Backup Subscription 05/01/18 11/15/18 Inherit Contract 1 01/01/18 11/15/18 05/01/18 11/15/18
            Data Backup Subscription 06/01/18 11/15/18 Inherit Contract 1 01/01/18 11/15/18 06/01/18 11/15/18
            Infrastructure Management Subscription 06/01/18 11/15/18 Contract Separately Contract 2 06/01/18 11/15/18 06/01/18 11/15/18
            Release & Deployment Subscription 06/01/18 11/15/18 Do Not Contract None None None None None

            See Also

             
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