- This solution will separate the Subscriptions into one record per unit just like the Asset Conversion field does.<\/li><\/ul><\/li>
- Amend this Contract.
- CPQ will combine all Subscriptions into one Quote Line on the Amendment Quote.<\/li><\/ul><\/li>
- Contract this Amendment Opportunity.
- Updated Quantities on the Amendment Quote will produce similar separated out Subscription records<\/span>.<\/li><\/ul><\/li>
- Check the Renewal Forecast\/Quoted checkbox(es).
- CPQ will combine all Subscriptions into one Quote Line on the Renewal Quote.<\/li><\/ul><\/li><\/ul>\n\n\n\n
Custom Fields
<\/strong>There are two Custom Fields that are involved in this solution. <\/p>\n\n\n\nThe first field is on the Product object. It’s a Picklist called Subscription Conversion (just like Asset Conversion) with the same values as Asset Conversion. The “One per unit” value will separate the Subscriptions into different records with 1 Quantity.<\/p>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2021\/08\/image-2.png?resize=891%2C787&ssl=1\")
<\/figure>\n\n\n\nThe second field is a Formula on the Subscription that points to the above field.<\/p>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2021\/08\/image-4.png?resize=883%2C458&ssl=1\")
<\/figure>\n\n\n\nApex Class
<\/strong>There is one Apex Class that provides all of the magic for this. It is set up as a batch class in case you have a giant Quantity on your Subscriptions.<\/p>\n\n\n\npublic class SubscriptionHelper implements Database.Batchable<sObject> {\n public static boolean ranSplitSubs = false;\n public List<SBQQ__Subscription__c> subsToInsert;\n \n \/\/ function to split subscriptions by quantity if the subscription's product's subscription conversion field is set to One per unit.\n @InvocableMethod\n public static void createNewSplitSubscriptionsByQuantity(List<SBQQ__Subscription__c> subs) {\n if (!SubscriptionHelper.ranSplitSubs) {\n SubscriptionHelper.ranSplitSubs = true;\n \n \/\/ create subscriptions to insert list.\n List<SBQQ__Subscription__c> subsToInsert = new List<SBQQ__Subscription__c>();\n \n \/\/ create subscriptions to update list.\n Map<Id, SBQQ__Subscription__c> subsToUpdateMap = new Map<Id, SBQQ__Subscription__c>();\n \n \/\/ loop through subscriptions.\n for (SBQQ__Subscription__c s : subs) {\n \/\/ if this subscription's product has the subscription conversion field set to One per unit,\n if (s.Subscription_Conversion__c == 'One per unit' && s.SBQQ__Quantity__c > 1 || s.SBQQ__Quantity__c < 1) {\n \/\/ add original subscription to subscriptions to update list.\n subsToUpdateMap.put(s.id, s);\n \n \/\/ loop subscription . quantity times.\n for (decimal i = 1; i < Math.abs(s.SBQQ__Quantity__c); i++) {\n \/\/ clone subscription.\n SBQQ__Subscription__c cs = s.clone();\n \n \/\/ set pertinent values on duplicate subscriptions.\n cs.id = null;\n cs.SBQQ__Quantity__c = s.SBQQ__Quantity__c > 1 ? 1 : -1;\n cs.SBQQ__RenewalQuantity__c = s.SBQQ__Quantity__c > 1 ? 1 : -1;\n if (cs.SBQQ__RevisedSubscription__c == null) {\n cs.SBQQ__RevisedSubscription__c = s.id;\n }\n \n \/\/ add cloned subscription to subscriptions to insert list.\n subsToInsert.add(cs);\n }\n }\n }\n \n \/\/ if we have subscriptions to update,\n if (subsToUpdateMap.size() > 0) {\n \/\/ query subscriptions to update.\n subsToUpdateMap = new Map<id, SBQQ__Subscription__c>([select Id, SBQQ__Quantity__c, SBQQ__RootId__c from SBQQ__Subscription__c where Id in :subsToUpdateMap.keySet()]);\n \n \/\/ loop through subscriptions.\n for (SBQQ__Subscription__c s : subsToUpdateMap.values()) {\n \/\/ make updates.\n s.SBQQ__Quantity__c = s.SBQQ__Quantity__c > 1 ? 1 : -1;\n s.SBQQ__RenewalQuantity__c = s.SBQQ__Quantity__c;\n s.SBQQ__RootId__c = s.id;\n }\n System.debug('subsToUpdateMap: '+subsToUpdateMap);\n \/\/ update subscriptions to update.\n update subsToUpdateMap.values();\n }\n \n \/\/ if we have subscriptions to insert,\n if (subsToInsert.size() > 0) {\n System.debug('subsToInsert: '+subsToInsert);\n \/\/ insert subscriptions to insert.\n Id batchId = Database.executeBatch(new SubscriptionHelper(subsToInsert), 100);\n }\n }\n }\n \n public SubscriptionHelper(List<SBQQ__Subscription__c> subs) { subsToInsert = subs; }\n public Iterable<sObject> start(Database.BatchableContext bc) { return subsToInsert; }\n public void execute(Database.BatchableContext bc, List<SBQQ__Subscription__c> records) { insert records; }\n public void finish(Database.BatchableContext bc) {}\n}<\/code><\/pre>\n\n\n\nTest<\/strong><\/strong> Apex Class
<\/strong>Here’s the Test Apex Class for the above Apex Class.<\/p>\n\n\n\n@isTest\npublic class SubscriptionHelperTester {\n @isTest static void test() {\n Product2 p = new Product2(Name='Test', IsActive=True, Subscription_Conversion__c='One per unit');\n insert p;\n Account a = new Account(Name='Test');\n insert a;\n Contract c = new Contract(AccountId=a.id);\n insert c;\n \n Test.startTest();\n SBQQ__Subscription__c s = new SBQQ__Subscription__c(SBQQ__Product__c = p.id, SBQQ__Quantity__c=5);\n insert s;\n s = [select Id, SBQQ__Quantity__c, SBQQ__RootId__c, Subscription_Conversion__c, SBQQ__RevisedSubscription__c from SBQQ__Subscription__c where Id = :s.id];\n SubscriptionHelper.createNewSplitSubscriptionsByQuantity(new List<SBQQ__Subscription__c>{ s });\n Test.stopTest();\n }\n}<\/code><\/pre>\n\n\n\nFlow
<\/strong>This Flow executes on create only and calls the Apex Class above in a Scheduled Action.<\/p>\n\n\n\n![\"\"](\"https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2022\/10\/Snip-Subscription-On-After-Create-V1.png?resize=907%2C541&ssl=1\")
<\/figure>\n\n\n\nInstall Links<\/strong>
If you are here at the end, you deserve a great reward! Below are some install links for all of the above configuration! Install and modify as needed.
<\/strong>Production<\/a> | Sandbox<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"You know how on the Product record, you can set up a Product to convert to an Asset? And you can either make it convert to an Asset One per Quote Line or One per unit? One per unit means a Quote Line with a Quantity of 5 gets 5 separate Asset records. How great! …
Continue reading Subscription Conversion – One per unit<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-1117","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"jetpack_featured_media_url":"","jetpack-related-posts":[],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/posts\/1117","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/comments?post=1117"}],"version-history":[{"count":17,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/posts\/1117\/revisions"}],"predecessor-version":[{"id":2143,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/posts\/1117\/revisions\/2143"}],"wp:attachment":[{"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/media?parent=1117"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/categories?post=1117"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/tags?post=1117"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- Check the Renewal Forecast\/Quoted checkbox(es).
- Updated Quantities on the Amendment Quote will produce similar separated out Subscription records<\/span>.<\/li><\/ul><\/li>