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#MDQ1 utente parla di questo argomento

This one has me dizzy.

 

A simple example is a ramping contract where Year 1 has a qty of 100, year 2 has a qty of 200 and year 3 has a qty of 300. From a forecasting lens I need to represent the ARR of this opportunity, and I am ok with using only the first 12 months and generally ARR has been MRR *12.  I have created two separate quotes modeling this example and run into the same problem

 

Quote #1: Uses separate quote line groups to group the subscriptions for year 1 together, so in this example I have 3 groups, each with a different subtotal representing the annual increase in qty. While mathematically accurate, each line has it's own MRR and therefore the resulting ARR calculation is roughly 3x the actual first year ARR since it is also including the MRR from Years 2 and 3 in the ARR calculation.

 

Quote #2: Use MDQ, which basically has the same problem

 

I believe I just need a way to limit the ARR calculation to the subscriptions that would occur in the first 12 months?? Anyone know how to do this?? ARR is presently done with a price rule and a summary variable.

 

The BONUS QUESTION... This specific scenario gets more complicated because the customer is requesting balloon period where the qty increases ONLY during the summer months. So I need a way to handle adding the qty increase during specific months. I solved this sufficiently using the model explained above in Quote #1 where I added another quote line representing the short term qty increases, and it worked fine. I am wondering if there is a way to address when using the MDQ model in Quote #2? And these short-term increases that occur within the first 12 months would need to be included in the forecasted first year ARR. Any Idea?

 

#Salesforce CPQ & Billing  #Sales Cloud  #MDQ  #Quotes

1 risposta
  1. 17 gen, 21:12

    Hi Adam. If you're using MDQ, you can filter your ARR rollup(s) based on the quote lines' Segment Index. So if you just want your Year 1 ARR, you can roll up all quote lines that have a Segment Index of NULL or 1. (The NULL inclusion means that it will also count non-MDQ quote lines.)

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We are looking to apply a % discount year over year without applying it one product line item at a time per year. For example, apply 10% discount in year 1, 5% in year 2 and none in year 3. So far we are only seeing product discount by the line level or whole contract discount on the shopping cart level. Anyone come across this before and have a possible workaround where the discount can be applied by segment year?

 

#CPQ #MDQ #MDQ Pricing #Discounts #Sales Cloud #Trailhead 

1 risposta
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Our org is currently migrating contracts into our sandbox. I know how subscriptions are supposed to look for MDQ products (snake pattern: Start Date then segment end date, (2) Start Date picks up from the last segment end date... yearly segments). But I'm curious about how they are currently loaded in by a consulting partner. 

 

Is it acceptable? Where the start date is the same for each yearly subscription and segment end date still snake-like? Curious if this has any impact downstream whatsoever. 

 

#Salesforce CPQ & Billing

 

@Salesforce CPQ

MDQ Product/Subscription Segmentation - Is this acceptable?

1 risposta
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  • I have 2 MDQ products. 
  • I add one to a 3 year quote. 
  • I order and activate the contract. 
  • I amend the contract in the middle of the second year by setting the Amendment Start Date on the quote. 
  • I add the second MDQ product to the quote. 
  • I Order that quote, and activate it so that the amended subscription lines appear on the original contract.
  • I set both Renewal Foretasted and Renewal Quoted to TRUE.

 

The renewal quote QLE shows a blank in year 1 of the second product I added, but the total value equals the amount for 3 years of service. There are also three quote lines for this product attached to the quote. Each have the appropriate segment index 1,2,3.

 

Whats going on here? I tested this in 2 orgs with completely different products and I get the same result. Both had scripts refreshed from the config settings.

 

When I desegment and resegment the lines, everything is fine in the QLE. But I cant have users de/re-segment every time this happens.

 

Figure 1: QLE blank in year 1, but total amount correct

MDQ Renewals seem broken when adding a product during amendment

 

Figure 2: All quote lines on the quote

fig2.png

 

Figure 3: Everything okay after de- then re-segment

 

fig3.png #Salesforce CPQ & Billing

1 risposta
  1. 30 giu 2021, 18:17

    Hey Kyle,

     

    This seems like a bug in the UI, I would recommend logging a case with the full details of this issue, steps to reproduce, and links to records for support to review.   Out of curiosity, if you enable the Large Quote Experience via package settings, do you get the same behavior?

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Hi Everyone,

 

We have using MDQ product with both One-time and recurring cost component. Now, we have come across a requirement from Customer where they wanted on the renewal quote in certain cases, OTC line should also gets added to the renewal quote. 

 

As per product behaviour, OTC line do not gets added to renewal quote. Therefore, I would need to inputs how should be solution the mentioned requiredment.

 

#CPQAskAnExpert #MDQ #Renewal Quote 

1 risposta
  1. 26 giu 2021, 02:16

    To me, the customer's requirement is unclear. If a one-time cost must exist on a renewal quote, it is not one-time. Is the product actually a recurring product with non-prorated pricing? 

     

    It sounds like the customer must get clearer on their business requirement before you do the work of designing a solution. There is a lot more to unpack here.

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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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Does anyone has previous experience with legacy amend renew data migration for Multi Dimensional Quoting? Looking for ways to ensure the segmentation getting carried over to amend quotes without actually creating all the way from Quote lines to Subscriptions. Just trying to get away with contract and subscription creation. I do know the salesforce article below. But It doesn't mention any of the sement related fields

https://help.salesforce.com/articleView?id=000320840&language=en_US&type=1&mode=1

 

Key challange: Auto segmenting the Amend QuoteLines 

Generating segment key for Subscriptions

1 commento
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Hi, I am setting up MDQ pricing and don't understand why this is happening - Edit lines looks good with 3 1-yr segments that look to be calculating nicely.  But Quote lines is stange...  it is just the term that is wrong.  And for some reason an extra $1.50 is being added to yrs 2 and 3 (showing in both edit lines and quote lines.  

2 commenti
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I'm unable to find the setting to allow a product to be able to segment via MDQ. Is someone able to point me in the right direction? I have done it in the past and can't remember where it is

2 commenti
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Looking for some guidance relating to amending bundled MDQ products. 

 

The Problem: On amendment quotes, the quantity of bundled MDQ products is locked when I want it to be editable. This isn't the case when the MDQ product is added as a standalone line. I'm not sure if this is standard (undocumented) behaviour or if it is related to my configuration.

 

Context

The bundle structure is the following:

  • Wrapper bundle
    • MDQ Subscription Product 1
    • MDQ Subscription Product 2

Both products have:

  • MDQ dimensions
    • Type = Custom
    • Quantity Editable = True
  • Product fields
    • Quantity Editable = True
    • Default Amendment Behavior = Allow Refund
  • Product Option fields:
    • Quantity Editable = True
    • Type = Related Product

When I attempt to amend a contract, I can edit the quantity of the wrapper bundle, but not the quantity of the child MDQ products.

 

Is this standard MDQ behaviour? If I can't amend quantities this way, I will need to completely rethink the bundle structure. Any help would be much appreciated!

1 commento
  1. 3 giu 2020, 00:31
    I've just noticed this in the Summer '20 upgrade. This has to be a bug that was just introduced. I cannot amend quantities on MDQ quote lines, in an amendment quote. You always could, and you obviously need to be able to, to perform any upsell, or zero out functions. I'm going to raise a case with CPQ support
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