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#Renewal Quote토론 중인 항목 0개

When im trying to amend a contract getting this generic property error, Cannot read property 'lineVO' of null. is anyone have intel on how to fix it? 

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  1. 2025년 11월 24일 오후 12:22

    Select Id, SBQQ__Contract__c,SBQQ__Product__r.Name,  SBQQ__ProductOption__c, SBQQ__RequiredById__c,SBQQ__ProductOption__r.SBQQ__ConfiguredSKU__c, SBQQ__ProductOption__r.SBQQ__ConfiguredSKU__r.Name,  SBQQ__RequiredByProduct__c, SBQQ__RootId__c,SBQQ__ContractNumber__c from SBQQ__Subscription__c where SBQQ__ProductOption__c != null and (SBQQ__RequiredById__c = null or SBQQ__RootId__c = null or SBQQ__RequiredByProduct__c = null) and SBQQ__Contract__r.EndDate > TODAY and SBQQ__Contract__c = 'XXXXXXXXXXXXXXXXXXXXX'   

     

    Use this above query and check for correct requiredbyid and root id on subscription record if they are null or incorrect.  This will resolve your error. 

     

    Thanks!

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Hi All members,

 

I am having an issue while renewing the Contract, the Additional Discount in the Renewal Quotes are converting into Percentages instead of Absolute Amount.

Can someone help me in checking what could be the possible issue or configuration that I should check?

 

Any Help is appreciated

#CPQAskAnExpert #Salesforce CPQ & Billing #Renewal Quote 

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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 

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  1. 2021년 6월 26일 오전 2:16

    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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Hi Help with the renewal quote discount schedule. 

quote A is the original quote. it has SKU with no discount schedule

Created a Term Discount Schedule for the SKU and renewal quoted on the contract. 

quote B is the renewal quote. it has SKU with  no discount schedule. 

Is this an expected behavior? Is there a fix that's recommended?

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How do I calculate what's the maximum year on any account's subscriptions? In order to achieve the above I'm trying to create a roll up field(MAX) but I'm unable to find the option 'Subscription' under the summarized object to select under contract object. Can somebody suggest a work around? 

The problem statement here is, Upon clicking the import subscriptions we're trying to bring in 2020(last year's) subscriptions onto the renewal quote. What if because of the pandemic any account didn't order in 2020 but they did in 2019 or 2018. So we're planning to find that maximum year's subscriptions that exist in the system and get them on to the renewal quote. Thanks!

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  1. 2021년 4월 13일 오후 10:10
    I agree with @Christina Nava

    but want to add a note of caution.

    Many people go overboard with Rollup Helper and inadvertently cause significant performance issues in their org as a result. It is important to understand how Rollup Helper works and affects system performance before using it for everything.

    Products that are easy to use are often overused. When in doubt, simplify and do less. Follow the rule "as much as needed, as little as possible" to keep yourself out of trouble.

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Hi all,

I am new to CPQ looking for some help.

While renewing my contract I am not able to create renewal quote on renewal opportunity even if i have selected renewal quoted checkbox to true , i am just able to create renewal Opportunity , so can anyone please tell what is the reason why renewal quote is not generated.

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  1. 2020년 10월 17일 오후 5:34
    What @Erik Hammel is saying makes lots of sense. Do you have a process builder, workflow rule, flow that is triggered when you try to create a quote? A good way to track the error is using the debug logs in the developer console. Sometimes they will give you a hit to find out what is causing the issue.
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Related to Contract, Subscription , Amendements and Renewals.

 

We are planning to use Salesforce CPQ (for Quoting process) and NetSuite (for Contract Renewal Process). As a result subscription records won't be created by CPQ as the contract creation will sit with NetSuite.

 

Salesforce CPQ does not do amendments or renewals correctly if subscription records are not created on the contract.

 

Because of the above design we have to try and find a way to create subscriptions records manually  when the contract creation is trigerred by Netsuite into Salesforce

 

Question 

1) Has anyone tried creating subscriptions using custom logic or tricked CPQ logic into creating subscription records on an already created contract?

 

2) On renewal the existing contract subscriptions records are updated with renewal information which is then carried forward to the renewal Opportunity line items and Quote - Quote Line item , which  due to the design change has to be done using custom code 

 

Any suggestion or ideas on the above?

 

Thanks

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  1. 2020년 4월 19일 오후 12:21
    Hi @Juher Shaikh

    tough situation. I would normally recommend the same as the others, but you have to work with what your company is insisting.

    Breadwinner for NetSuite (our own app) might help here. We have a number of customers with similar (though not identical) situations where the source of truth has to be in NetSuite. What we can do is bring in your NetSuite data more robustly than other integrations. And, we can allow for NetSuite record creation initiated in Salesforce from either a wizard or your Apex.

    If you'd like a demo, you can book one at

    https://breadwinner.com/netsuite-salesforce/book-netsuite/
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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!

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  1. 2020년 3월 18일 오후 4:07

    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.

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