MDQ! Contracts! Segment Quantity!

This is a weird one but it makes sense.

You have a yearly MDQ Product. You quote it for 3 years. You generate a Contract after close winning the Opportunity.

There are TWO ways you can generate the Contract:

  1. Close Win Opportunity (or whatever criteria you use to contract with)
    1. Contracted = True on Opportunity.
  2. Close Win Opportunity (or whatever criteria you use to contract with)
    1. Ordered = True on Quote
    2. Contracted = True on Order

Contracted = True on Opportunity
In the first scenario, you generate your Contract from the Opportunity and then do an amendment for 2 more quantity in each of the 3 segments. This will generate Subscription records that have a segment quantity of the total at the time of the amendment.

Contracted = True on Order
In the second scenario, you generate your Contract from the Order and then do an amendment for 2 more quantity in each of the 3 segments. This will generate Subscription records that have a segment quantity of the offset!

This can be quite confusing! The reason this happens:

The Contract on the Opportunity gets generated and adjusted using the total quantities of the original Quote and amendment Quotes as you do them and select Contracted = True on the Opportunities.

The Contract on the Order gets generated using the total quantities of the Order as you Order against the Quotes and select Contracted = True on the Orders.

The Opps/Quotes have total quantities. The Orders have the offset quantities.

D P

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