CPQ Quote Calculation Stages

Loading and Initialization

1. Loads products and options
2. Loads lookup relationships
3. Retrieves formula field metadata
4. Executes price rules where the value in the Event field is On Initialization
5. Initializes plugins, if you have any
6. If the plugin was initialized, execute the plugin’s onInit() method
7. Updates related records in case the plugin or price rules sent new IDs

First Round of Calculations

1. Calculates formula fields on the quote lines
2. Calculates formula fields on the quote
3. Calculates formula fields on the quote line group
4. Executes price rules where the value in the Event field is Before Calculate
5. If you’re using a plugin, execute the plugin’s onBeforeCalculate() method
6. Updates related records in case the plugin or price rules sent new IDs

Second Round of Calculations

1. Calculates line quantities
2. If you’re using a plugin, execute the plugin’s onBeforePriceRules() method
3. Executes price rules where the value in the Event field is On Calculate
4. If you’re using a plugin, execute the plugin’s onAfterPriceRules() method
5. Updates related records in case the plugin or price rules sent new IDs
6. Ensures that any discount schedules injected by price rules have loaded properly
7. Indexes line item quantities according to schedule and group keys
8. If the quote contains a target amount, reset the quote’s discounts
9. Resets quote and group totals

Third Round of Calculations

1. Calculates fixed items
2. Calculates dynamic items
3. Calculates totals
4. If the quote contains a target amount, apply discounts proportionally across the quote so that the quote reaches the target
5. Combines identical bundle components into one quote line
6. Executes price rules where the value in the Event field is After Calculate
7. If you’re using a plugin, execute the plugin’s onAfterCalculate() method
8. Updates related records in case the plugin or price rules sent new IDs

Final Evaluations and Updates

1. Evaluates quote line formula fields again
2. Evaluates quote line group formula fields again
3. Evaluates quote formula fields
4. Calculates totals for groups and the quote again, since line-level totals may have changed
5. Summarizes MDQ segments and related fields
6. Deletes plugin modules, if any
7. Updates related records in case the plugin or price rules sent new IDs

To detect upserts of Quote Lines that will later be rolled back, you can examine SBQQ__Incomplete__c field, which is set to TRUE during the rolled-back transaction.

Important

• Salesforce CPQ prevents users from chaining multiple calculations within one transaction. This limit ensures that Salesforce CPQ stays within the Salesforce platform governance limits. Salesforce CPQ sets a flag the first time that CPQ triggers run for calculations that prevent the trigger from firing again. As a result, workflow rule and process builder updates to a calculating field don’t cause a second calculation.
• Block price products populate List Price on the “Calculates fixed items” calculation stage.
• To avoid issues with JavaScript’s floating point arithmetic, equality-based formulas on quotes and quotes lines must use ROUND() on Currency values.