Hi CPQ people please help me to understand what is the right way! somehow I managed to avoid one-time products so far in CPQ.
I'm onboarding a client and they are a SAAS company so they do not sell any physical products most of the products are yearly subscriptions but any subscription will come with a 1-time setup fee.
There is nothing physical that the client gets it's all done online and on the phone so it's like a one-time service.
When I create this one-time set-up fee product without a subscription term and quote it and contract it, it creates an asset related to the account.
1. It confuses everyone... why would it be called an asset if the client doesn't possess anything physical
2. When going through amendments it excludes the asset when doing amendment on the opportunity and if I want to give a refund for the whole quote I will have to first do a contract amendment from the opportunity and then an asset amendment from the account.... WHYYYYYYYY
this is way too confusing for anyone.
I thought of creating this one-time set-up fee product as a "one-time subscription" BUT then what if I set the subscription term to 1 (month) and I want to give a refund after 6 months or i set the subscription term to 12 months and want to give a refund after 6 months i can see how it can create a wrong cancellation/refund totals since this "one-time product" was already used and will be pro-rated...
The goal here is to have 2 types of products
1. License subscription 12 months
2. Set up fee - should be sold as a one-time service, could be sold on its own (not to be a product option)
And obviously to be able to do any amendment scenario with correct math
1. Increasing quantity
2. change prices
3. Decreasing quantity
4. partial/full refund at any stage of the contract for:
a. only the "One time set up fee"
b. all contracts even after 1/2/3 or 6 months of use and be able to refund the whole amount! (Yes this happens in real life)
@Salesforce CPQ @* Salesforce Revenue Cloud *@Iman's Webinars @Colby Kamin
I followed your solution and able to an asset as a subscription record with the help of two price rules. One onInit to clear the subscription pricing field and one afterCalculate to populate the subscription pricing field again.
But, we would like to also have this product in Renewal but with out a value as it is one time product. Is it possible?
When I set Subscription type = Non renewable , Subscription record does'nt show up in Renewal Quote.
Any idea is really appreciated! Thanks in advance!!
