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Split Orders Manually by Quantity
Manually split your quote lines into order products on an order. (Salesforce CPQ Managed Package)
Required Editions
| Available in: Salesforce CPQ+ Summer ’16 and later |
| User Permissions Needed | |
|---|---|
| To create orders: | Field-level permissions for the order fields Contracted, Payment Term, and Quote AND Field-level permissions for the order product fields Quote Line and Required By AND CPQ Admin User and CPQ User permissions for the order product field Unprorated Net Price |
Before you begin, make sure the CPQ Orders package setting Allow Multiple Orders is selected.
- On your opportunity or quote, click Create Order.
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Complete the detail fields, and then save your changes.
The Select Products page shows the quantity per quote line that you have available to order from the quote and shows the quantity that has been ordered.
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Select the checkbox to include a quote line on your order.
The Quoted Quantity field shows the total quantity of the quote line. You can order some, all, or none of a quote line. If you’re ordering a partial quantity, enter that value in the Quantity field.Salesforce CPQ creates the order record and updates the Select Products page to reflect the new Ordered Quantity values.
You can also click Ordered on your opportunity or quote and then save your changes. This process creates an order with all remaining unordered quote lines from your quote.
You can order a partial quantity of covered assets for a Percent of Total subscription. Salesforce CPQ brings these assets and the Percent of Total subscription onto the order, where the Percent of Total order product always has a quantity of one. The Percent of Total order product’s total price equals the quantity of covered assets multiplied by the subscription quote line’s list price.
