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Topics#Data ManagementKarin McWilliams 的问题
Karin McWilliams 提问于 #Data Management
2018年3月26日 22:37

Best way to set up Products to connect to FF Contracts

Hi all - I am working on setting up Opprtunity Products to connect seamlessly with Contracts in Financial Force.

 

We have two kinds of products:

 

- Subscription (ie, per seat/license/consult)

 

- Non-Subscription (Flat Fee)

 

When a sales person adds a line item, the choices are:

 

- Sales Price - aka UnitPrice (free form for now)

 

- Qty (free form for now)

 

- Billing Frequency (Monthly, Quarterly, Annually, One Time)

 

When the user clicks next to add the products to the Opportunity, I then want the price to calculate automatically according to the Billing Frequency .

 

Below are the formulas that work beautifully when calculating what the customer will pay according to Billing Fequency.

 

Subscription Formula Calculation:

 

IF(CONTAINS([OpportunityLineItem].Billing_Frequency__c, "Monthly"), [OpportunityLineItem].UnitPrice *1,

 

IF(CONTAINS([OpportunityLineItem].Billing_Frequency__c, "Quarterly"), [OpportunityLineItem].UnitPrice *3,

 

IF(CONTAINS([OpportunityLineItem].Billing_Frequency__c, "Yearly"), [OpportunityLineItem].UnitPrice *12,

 

IF(CONTAINS([OpportunityLineItem].Billing_Frequency__c, "One Time"), [OpportunityLineItem].UnitPrice *1, null))))

 

NON-Subscription Formula Calculation:

 

IF(CONTAINS([OpportunityLineItem].Billing_Frequency__c, "Monthly"), [OpportunityLineItem].UnitPrice /[OpportunityLineItem].Opportunity.Contract_Term_Number__c ,

 

IF(CONTAINS([OpportunityLineItem].Billing_Frequency__c, "Quarterly"), [OpportunityLineItem].UnitPrice  / [OpportunityLineItem].Opportunity.Contract_Term_Number__c *3,

 

IF(CONTAINS([OpportunityLineItem].Billing_Frequency__c, "Yearly"), [OpportunityLineItem].UnitPrice / [OpportunityLineItem].Opportunity.Contract_Term_Number__c * 12,

 

IF(CONTAINS([OpportunityLineItem].Billing_Frequency__c, "One Time"), [OpportunityLineItem].UnitPrice *1, null))))

 

My challenge is in reversing that to then calculate the Total Contract Value. It's probably alot simpler than I'm making it out to be but I've tried it many ways.

 

Here are formulas for each type of Product and initially calculate well but if I change the Contract Term, it really messes up.

 

Subscription Total Contract Value: 

 

TotalPrice / Billing_Frequency_Number__c * Opportunity.Contract_Term_Number__c

 

NON-Subscription Total Contract Value: 

 

TotalPrice * Opportunity.Contract_Term_Number__c / Billing_Frequency_Number__c

 

Does anyone have a better way to do this?
2 个回答
  1. Ed Ruzol
    2018年5月1日 23:26
    Hi Karin,

     

    May I know if this is related to CPQ or a different custom setup? How are the affected formulas behaving at this time? Would you be able to provide sample values and results?

     

    Thanks!
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