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Renewing Your Percent of Total Products
When you renew a contract, your original quote’s percent of total subscriptions continue to cover their asset quote lines. Your original quote’s percent of total subscriptions can also cover products that were added in only the renewal quote. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All CPQ Editions |
For example, let’s say you renewed a contract containing four mobile device management licenses and a tech support subscription. The tech support subscription is a percent of total product that covers the software licenses on your quote. On your renewal quote, your subscription continues covering the licenses. The renewal subscription still covers the licenses even if you changed a field on the license product records that would exclude them from the subscription’s scope on the renewal quote. For example, your renewal subscription would still cover your licenses if they had an active Exclude from Percent of Total field.
By default, that subscription doesn’t consider in its scope any new software licenses that you add on the renewal quote. You can change this process by selecting Include Net-new Products in Maintenance in your Subscriptions and Amendments package settings. While this setting is active, your percent of total product also considers any products added on the renewal quote that still fall under their scope. In this example, let’s say you added to the renewal quote a system performance management license that falls under the subscription’s scope. Your subscription would cover the four mobile device management licenses and the system performance management license.
- You can’t reduce the quantity of subscribed assets on a renewal quote. Use amendments to reduce the quantity of your subscribed assets or assets instead.
- Salesforce CPQ doesn’t support renewing a Percent of Total subscription product into a fixed-price subscription product.
Ordering Percent of Total Products from Renewal Quotes
Renewing a contract made from an order works differently depending on your version of Salesforce CPQ.
- In Spring ‘19 and earlier, Percent of Total subscriptions became Fixed Price subscriptions upon contract renewal.
- In Summer ‘19 and later, Percent of Total subscriptions retain relationships with
their covered assets on the renewal quote. This allows you to continue updating the
Percent of Total subscription with new covered products for the subscription’s entire
life cycle. Also, orders now show zero-quantity order products for covered assets from
renewal quotes, so you no longer have to return to the initial quote for review.
- This feature is active by default for new Salesforce CPQ Summer ’19 users.
- To enable this feature, in your Order Settings, select Enable Zero Quantity Orders. In Salesforce CPQ Subscriptions and Renewals settings, select PoT Renewals (Contracting from Orders).
