- Contracted = True on Opportunity.<\/li><\/ol><\/li>
- Close Win Opportunity (or whatever criteria you use to contract with)
- Ordered = True on Quote<\/li>
- Contracted = True on Order<\/li><\/ol><\/li><\/ol>\n\n\n\n
Contracted = True on Opportunity<\/strong>
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.<\/p>\n\n\n\n![\"\"](\"https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2021\/01\/image-1024x137.png?resize=940%2C126\")
<\/figure>\n\n\n\nContracted = True on Order<\/strong>
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!<\/p>\n\n\n\n![\"\"](\"https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2021\/01\/image-1-1024x120.png?resize=940%2C110\")
<\/figure>\n\n\n\nThis can be quite confusing! The reason this happens: <\/p>\n\n\n\n
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. <\/p>\n\n\n\n
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.<\/p>\n\n\n\n
The Opps\/Quotes have total quantities. The Orders have the offset quantities.<\/p>\n","protected":false},"excerpt":{"rendered":"
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: Close Win Opportunity (or whatever criteria you use to contract with) Contracted = True on Opportunity. …
Continue reading MDQ! Contracts! Segment Quantity!<\/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-661","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\/661","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=661"}],"version-history":[{"count":2,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/posts\/661\/revisions"}],"predecessor-version":[{"id":665,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/posts\/661\/revisions\/665"}],"wp:attachment":[{"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/media?parent=661"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/categories?post=661"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/tags?post=661"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}