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Topics#Salesforce CPQ & BillingFrage von Rachel Linder
Rachel Linder (PlanSource) fragte in #Salesforce CPQ & Billing
30. Juli, 23:41

Contracted Pricing and Renewals and Amendments

Hello,  I was hoping to get clarity on how contracted pricing works on renewals and amendments. For example, you have an account with the following:

  1. Account
    1. Renewal Pricing Method - Uplift
  2. Contracted Pricing Records
    1. Effective Start Date 7/1/2026
    2. Expiration Date 5/31/2027
  3. Contract Renewal Uplift Rate - 5%
  4. Subscriptions
    1. Renewal Price - complete
    2. Special Price - complete

When renewing the contract the contract pricing is not being picked up. Why is Contracted Pricing not picked up? Is it because Renewal Pricing Method is Uplift and Renewal Price is completed? How can I ensure that the contracted price gets picked up?    The amendment is a general question to ensure I know if the new renewed contract gets amended how will contracted pricing work.    Thank you.  Rachel   

1 Antwort
  1. Rachel Linder (PlanSource)
    6. Aug., 22:55

    @Josh Priem

     

    Hi Josh, 

    Hello,  I was hoping to get clarity on how I can get I cleaning flip an account from Uplift to List so the renewal picks up new contracted pricing works. For example, you have an account currently with the following:

    1. Account
      1. Renewal Pricing Method - Uplift
    2. Contracted Pricing Records
      1. Effective Start Date 7/1/2026
      2. Expiration Date 5/31/2027
    3. Current contract renewing has a 5% uplift but we do not want that to apply.
    4. Subscriptions
      1. Renewal Price - complete
      2. Special Price - complete

    When renewing the contract the contract pricing is not being picked up. Why is Contracted Pricing not picked up? I believe it is a couple things:

    1. Renewal Pricing Method is Uplift - this may need to switch to List 
    2. How can I ensure that the contracted price gets picked up?  Do I need to remove the values from Special Price and Renewal Price?

    Just looking for the cleanest way to process this renewal so that it applies the new contracted pricing. 

     

    Thank you.

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