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#CPQAskAnExpert Hello Community,

 

I need your help on one of my Use case:

My customer's requirement is the ability to update Quote lines values (quantity, unit price, discount) on a segment granularity ==> Sounds like MDQ products.

Another requirement is the ability to create quotes including multiple subscriptions with different start dates. For example:

  • Subscription 1:
    • From 01/01/2021 to 31/12/2021--> Quantity= 1 / Unit Price = 10€
    • From 01/01/2022 to 31/12/2022 --> Quantity= 5 / Unit Price = 8€
  • Subscription 2:
    • From 01/05/2021 to 31/12/2021--> Quantity= 1 / Unit Price = 15€
    • From 01/01/2022 to 30/09/2022 --> Quantity= 5 / Unit Price = 12€
    • From 01/10/2022 to 31/12/2022--> Quantity= 0 / Unit Price = 15€
  • Subscription 3:
    • From 28/07/2021 to 31/12/2021--> Quantity= 3 / Unit Price = 25€
    • From 01/01/2022 to 31/12/2022 --> Quantity= 30 / Unit Price = 18€

I find this very hard to implement with MDQ model since "First segment end date" wouldn't help for more than 1 different start date.

 

As these "Complex" quotes represent only 10% of the quotes built in Salesforce, I chose to duplicate all my products in order to have 1 product with Year dimension and the other one with Custom dimension. (I don't want to let the users work only with "Custom" price dimensions as I find it hard to use and maintain over the renewals).

 

So the goal is to:

  • Use products with "Year" dimension for normal quotes (same start dates) - 90% of the Quotes
  • Use products with "Custom" dimension for complex quotes (different start dates) - 10% of the Quotes

I know it's not perfect so I wanted your advise on this choice and if you think having duplicate products with different price dimensions could lead to some issues with CPQ.

 

Of course if you have other ideas of implementation I'd be happy to hear them !

 

Cheers !

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