Whole-Month Calculations

For monthly subscription term units, Salesforce CPQ calculates a whole month by adding a value of one to the original month’s number for each month in the subscription term. If the result goes past the term’s end date, CPQ recalculates using one value less. The period from this date until the end of the term is a partial period. (Salesforce CPQ Managed Package)

Let’s look at some basic examples.

When start dates fall on or near the end of the month, we run into cases where the last period’s end date would be invalid.

When the end date is the true end date of a month, where the quote line’s Default Subscription Term = 1 and Prorate Precision = Monthly + Daily, the prorate multiplier calculates a whole value only when the start date is the true start of a month.

Important Prorate multipliers will be calculated differently when a quote’s start date is on the 29th, 30th, or 31st of the month and the quote’s second-to-last month has fewer days than the start date’s value. For example, you have a quote that runs from 03/31/2022 to 03/30/2023 for a subscription that’s $10 a month. In the final month of the quote, the subscription’s price will be $9.03 instead of $10. This different occurs because the quote’s start date is three days greater than the last day of the previous months (31 versus 28), so Salesforce CPQ subtracts three days of proration from the final month.