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Managing Bill To and Ship To Addresses on CPQ Quotes
Salesforce CPQ configures the quote’s Bill To Address based on the values of the quote’s Partner field, Distributor field, and Account field, which are all Account lookup fields. If the quote doesn’t have a partner or distributor account, its Bill To address defaults to the account address. Otherwise, you can configure your quote to inherit the partner and distributor accounts from your opportunity or define them manually during quote creation. The Ship To address always inherits the address of the account referenced in the quote’s Account field. (Salesforce CPQ Managed Package)
Configuring Bill To Addresses Based on the Opportunity
Opportunities contain a Partners related list. When you click New, it shows five Account lookup fields. You can mark one as the Primary Partner and define a role for each of your accounts. When you create a quote from the opportunity, Salesforce CPQ configures the quote’s Partner field and Distributor field based on how you configured the opportunity’s partners.
- If you mark an account as Primary and don’t have an account with a Distributor role, or don’t select any other accounts, your quote’s Partner field looks up to the Primary account. The quote’s Distributor field is null. The quote’s Bill To Address inherits the address from the account referenced in the Partner field.
- If you mark an account as Primary and have an account with a Distributor role, your quote’s Partner field looks up to the Primary account. The quote’s Distributor field looks up to the Distributor account. The quote’s Bill To Address inherits the address from the account referenced in the Distributor field.
To help follow this data flow, let’s say you have an Account A and Account B. Here are all the ways you can configure them.
| Account A | Account B | Quote.Partner | Quote.Distributor | Quote's Bill To Address |
|---|---|---|---|---|
| Primary | Null or non-Distributor role | Account A | Null | Inherited from the address of the account referenced in the Partner field |
| Primary | Role = Distributor | Account A | Account B | Inherited from the address of the account referenced in the Distributor field |
| Null or not Primary | Role = Distributor | Null | Account B | Inherited from the address of the account referenced in the Distributor field |
| Null or not primary | Null, or non-Distributor role | Null | Null | Inherited from the address of the account referenced in the Account field |
Configuring Bill To Addresses during Quote Creation
If you didn’t configure Partner accounts on your opportunity, you can configure Bill To addresses by entering values for the Partner and Distributor fields on the New Quote page.
- If you provide only a Partner account, the quote’s Bill To address inherits the address from the partner account.
- If you provide a Partner and Distributor account, the quote’s Bill To address inherits the address from the distributor account.
Addresses on Orders and Renewal Quotes
When you order a quote the order’s Billing Address inherits the values of the quote’s Bill To Address.
When you renew a contract, the renewal quote’s Bill To address inherits the partner and distributor accounts of the contract’s quote and configures the Bill To address based on the processes shown earlier in the table.
