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Hello, 

Currently our system is built that upon the creation of a quote for a new sale they set a custom Contract Term field on the quote to the length they want the term to be (for example, 36) and then on the quote they set the Subscription Term to 12. They have automation that then creates a Master Agreement that is a high level agreement that contains the full length of the contract (for example, start date of 1/1/2026 through end date 12/31/2029) and on the master agreement the contract term says 36. And then there is a child agreement that is related to the master agreement (a child to this agreement) that has a contract term of 12 and a start date of 1/1/2026 through 12/31/2026. Then on 12/30/20206 they create a new Subscription Agreement via an auto renewal process for Year 2 with dates of 1/1/2027 through 12/31/2027. Then do the same thing at Year 3 for dates of 1/1/2028 through 12/31/2028. Then on 1/1/2029 they complete what is called a contract renewal where the above starts over again with a new master agreement then child subscription agreements. 

Now with a new sales they want to move to a quote with the custom contract term of 36 months and subscription term of 36 months but within the quote are quote line groups for Year 1, Year 2, Year 3 of 12 months. When the contract creates they want one contract containing the whole contracts information. Then at the end of the 3 years the "contract renewal" occurs for the 36 months for the contract term and Subscription Term. 

The issue is existing contracts on the old structure. How do we handle the interim subscription agreements before the contract renewal if we remove the master agreement. And then how do we move to the new contract renewal process at the end of the compete term. I am assuming some sort of data migration but not sure what that would be or would look like. 

Has anyone else had to go through this? And nope they do not want MDQ. 

Thank you. 

PLEASE ANSWER ONLY IF YOU ACTUALLY KNOW 

WHAT YOU ARE TALKING ABOUT.  ChatGPT and Google did not help. DO NOT PASTE THAT JUNK HERE. Get Answer Leaderboard "points" on someone else's time. 

I have the System Admin profile with View All Data and Modify All Data permission.  I cannot see the New Quote button in the header on Opportunity Lightning Pages.  I have a user with a Business profile who also cannot see the button.  I have a different user with a Sales profile who CAN see the button.  In my Sandbox, I switched the blocked user to the Sales profile, logged in as him, and still cannot see the button.  When I log in as the Sales user I can see the button.  I checked different record types in different apps.  The Sales user always sees the button the Business user and Sys Admin never see the button. 

All three profiles see the same page layout for each Opportunity Record type.  "New Quote" is a custom create record action on the Opportunity object.  It works for the Sales user with no issues or errors.   

"New Quote" is an Action on the Opportunity object.  It is not a Global Action.  I checked the fields on the Action Layout and the predefined fields in the Action.  All three profiles have View permissions on all fields and none of the fields are Read Only for anyone.  The Object of the Action is Opportunity and the target is Quote.  The Record Type is Master.  The Sales and Business profiles have Master as the default Record Type for Quotes.  Sys Admin has Standard as the default Record Type.

All three users are Flow users.  All three users are Marketing users.  We all have the Salesforce CPQ User (or Admin) permission set.  We all have the CPQ permission set license.  We all have the CRM permission set license. 

The Lightning Page we are seeing i the org default.  When I view the page in the Lightning Editor, I still don't see the "New Quote" button in the header.  There is no filter on the header component.  The same Compact Layout is assigned to all Record Types. 

The only CPQ plug in we have is a Product search.   We do not put Quotes in Queues.  We do not use Roles and Hierarchy.

What am I missing? 

#CPQ  #CPQGurus  #Quotes  #Opportunities  #Pagelayouts  #Lightning App Builder  #User Profiles  #Quick Actions