CPQ – Amend MDQ Past First Segment

The Problem
If you’re dealing with amendments on MDQ products, you may have realized you can’t do this…

  1. Click Amend on Contract
  2. Set Start Date past first segment
  3. Save Quote

You get the below error:

The Answer
Huzzah! There is an answer! The answer is…

Contract -> Amendment Start Date

  1. Set Amendment Start Date on Contract past first segment
  2. Click Amend on Contract
  3. Set Start Date past first segment
  4. Save Quote

No error! Happy Quoting!

Another thing!

If you do the above and find that the amendment is showing all 4 segments, it’s because you’re setting the Quote Start Date to the Contract Start Date on Insert of Amendment Quote. Don’t do that!

DP

Leave a Reply

Your email address will not be published. Required fields are marked *