Any help would be greatly appreciated!
We have a challenge with Percent of Total products. What settings do we need in order to get a product that was originally PoT to renew with uplift based on what the customer actually paid and not recalculate based off list? We are using MDQ.
We sell perpetual license software as a one-time purchase. Our subscription product is annual maintenance, priced as percent of total, typically 20% of the software cost. The software and maintenance are bundled.
Maintenance can be discounted. Imagine that the software is $1M and so the annual maintenance should be $200k. We might discount it heavily (Ex. down to $50k). On renewals, the maintenance SKU keeps going back to the list price and does not respect the customer’s current price.
Here is what we want:
Original 3-year opportunity:
- Year 1 Maintenance = $50k ($200 list discounted)
- Year 2 Maintenance w/ 10% uplift = $55k
- Year 3 Maintenance w/ 10% uplift = $60,500
- [All of this works fine.]
Our Accounts are set to Contracts Based Renewal Method. We set Uplift Percentage at the Contract level. Year 4 desired behavior is to have the system bring in Year 4 (Segment 1 of the renewal MDQ opportunity) as $66,550 (10% more than Segment 3).
We have read all the documentation here: https://help.salesforce.com/articleView?id=cpq_percent_of_total.htm&type=5
We have played around with Percent of Total Base and other fields to no avail.
I have also searched and read everything related to "Percent of Total" in this community.
Thank you!
Amy--
Unfortunately you're not going to find an answer you like here. The uplifting being done within your initial Quote's various yearly segments is separate from the uplifting that can be done across renewals. Pricing for Percent of Total products does not respect any defined "Renewal Uplift %"--it is always a value calculated as a percentage of a particular base/total.
The simplest "fix" would be to display the full price of the product for the most recent segment in the Quote Line Editor (probably a formula field added to the QL drawer) and let users apply negative discounts to achieve the uplift. Outside of that, you'd need to define custom Price Rules or use a Quote Calculator Plugin to automate this. Lots of other things could come into play here, like whether a rep might ever add additional perpetual licenses upon renew that need to be included in the calculation.
The functionality behaves the way it does for a reason, although I know it caught me and many others before as a bit of a surprise.
