{"id":735,"date":"2021-02-08T14:47:02","date_gmt":"2021-02-08T14:47:02","guid":{"rendered":"http:\/\/morecpq.com\/?p=735"},"modified":"2023-11-21T10:41:30","modified_gmt":"2023-11-21T15:41:30","slug":"cpq-orphaned-amendments-solution","status":"publish","type":"post","link":"https:\/\/morecpq.com\/index.php\/2021\/02\/08\/cpq-orphaned-amendments-solution\/","title":{"rendered":"CPQ – Orphaned Amendments – Solution!"},"content":{"rendered":"\n

There came an issue with amendment Opportunities\/Quotes being orphaned after a renewal was closed won and Contracted! Below is a diagram showing the issue. <\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

The process is as follows:<\/p>\n\n\n\n

    \n
  1. Everything is fine (most important step)<\/li>\n\n\n\n
  2. Create new Opportunity\n
      \n
    1. New Quote<\/li>\n<\/ol>\n<\/li>\n\n\n\n
    2. Close win Opportunity <\/li>\n\n\n\n
    3. Click Contracted = True on Opportunity (or your favorite automation)\n
        \n
      1. Contract is auto-created<\/li>\n\n\n\n
      2. Subscriptions are auto-created<\/li>\n<\/ol>\n<\/li>\n\n\n\n
      3. Click Renewal Forecast\/Quoted on Contract (or your favorite automation)\n
          \n
        1. Renewals are auto-created<\/li>\n<\/ol>\n<\/li>\n\n\n\n
        2. Then we begin an Amendment on the Contract\n
            \n
          1. Click Amend and Amend on the Contract<\/li>\n\n\n\n
          2. Save the Quote<\/li>\n<\/ol>\n<\/li>\n\n\n\n
          3. Then we go back to the Renewal Opportunity and close win it! BEFORE the Amendment Opportunity is completed…<\/li>\n\n\n\n
          4. Click Contracted = True on the Renewal Opportunity (or your favorite automation)\n
              \n
            1. New Contract is auto-created<\/li>\n\n\n\n
            2. Subscriptions are auto-created<\/li>\n<\/ol>\n<\/li>\n\n\n\n
            3. This is where the problem lies. Now, we have an in-flight Amendment on the old Contract that we do not wanna have to recreate on the new Contract.<\/li>\n<\/ol>\n\n\n\n
              \"\"<\/figure>\n\n\n\n

              Here is the proposed solution process. Once the system creates the new Contract and Subscriptions, another process is kicked off that reassigns the in-flight amendment Opportunity\/Quote\/Quote Lines to the new Contract\/Subscriptions.<\/p>\n\n\n\n

              Custom Setting and Fieldset Design<\/em><\/h4>\n\n\n\n

              The idea for Settings and Fieldset comes from the notion that this solution should not need maintenance after it is implemented.  Therefore we give Settings and a Metadata Type to allow for adjustments to the process.<\/p>\n\n\n\n

              Custom Setting Definition<\/em><\/h4>\n\n\n\n
              Custom Setting<\/strong><\/td>Purpose<\/strong><\/td><\/tr>
              On\/Off<\/strong><\/td>The On\/Off<\/strong> setting allows for control over if the automation runs or not, in the event any of the risks are being experienced.<\/td><\/tr>
              Amendment Opp Stage(s)<\/strong><\/td>The Amendment Opp Stage(s)<\/strong> setting will determine which amendments to reassign to the new Contract.<\/td><\/tr><\/tbody><\/table>
              Make sure to insert a record into this custom setting after creating it!<\/figcaption><\/figure>\n\n\n\n

              Fieldset Definition<\/em><\/h4>\n\n\n\n
              Object<\/strong><\/td>Fieldset Name<\/strong><\/td>Purpose<\/strong><\/td><\/tr>
              Quote Line<\/strong><\/td>Reassigned Amendment Fields<\/strong><\/td>The Reassigned Amendment Fields<\/strong> fieldset on the Quote Line object will control which fields to copy from renewal Subscription -> Quote Line to existing amendment Quote Line.<\/td><\/tr><\/tbody><\/table>
              Make sure to add fields to this fieldset after creating it!<\/figcaption><\/figure>\n\n\n\n

              Process Logic Design<\/em><\/h4>\n\n\n\n

              The logic of this new process will be implemented in a future method.  This is to mitigate any potential heap size or timeout limit issues as much as possible.<\/p>\n\n\n\n

                \n
              1. Trigger Mechanism: Flow Scheduled Action\n
                  \n
                1. Flow: Contract :: On After Create\n
                    \n
                  1. Criteria: No Criteria<\/li>\n\n\n\n
                  2. SCHEDULED ACTION\n
                      \n
                    1. Schedule: 0 Days After CreatedDate<\/li>\n\n\n\n
                    2. Action: Call Apex\n
                        \n
                      1. Action Name: ReassignAmendments<\/li>\n\n\n\n
                      2. Apex Class: ContractTriggerHelper<\/li>\n\n\n\n
                      3. Set Apex Variables: contractIds = Field Reference: [Contract].Id<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n\n\n\n
                      4. If the On\/Off Setting<\/strong> is TRUE and the Contract -> Opportunity -> Renewed Contract != NULL,\n
                          \n
                        1. Query for necessary fields from the passed in contracts.<\/li>\n\n\n\n
                        2. Query for Opportunities that have:\n
                            \n
                          1. Account = Account on Contract that fired this process<\/li>\n\n\n\n
                          2. Amended Contract = this Contract -> Opportunity -> Renewed Contract<\/li>\n\n\n\n
                          3. Is not closed with Stage = Amendment Opp Stage(s) setting<\/li>\n<\/ol>\n<\/li>\n\n\n\n
                          4. Query for Primary Quotes that have Opportunity in the above list of Opportunity IDs.<\/li>\n\n\n\n
                          5. Query for Subscriptions of the new (renewal) Contract (that fired this process).<\/li>\n\n\n\n
                          6. Query for fields to update on reassigned amendment quote lines.<\/li>\n\n\n\n
                          7. Query for quote lines of the above renewal subscriptions.<\/li>\n\n\n\n
                          8. Query for amendment Quote Lines that have Quote = above list of Quote IDs.<\/li>\n\n\n\n
                          9. Loop through these contracts.\n
                              \n
                            1. Loop through amendment Opportunities.\n
                                \n
                              1. If this Opportunity -> amended Contract == this Contract -> Opportunity -> renewed Contract\n
                                  \n
                                1. Set this amendment Opportunity -> Amended Contract = New (renewal) Contract<\/li>\n\n\n\n
                                2. Loop through amendment Quotes.\n
                                    \n
                                  1. Set this Quote -> Master Contract = New (renewal) Contract (that fired this process)<\/li>\n\n\n\n
                                  2. Loop through new (renewal) Subscriptions (of the Contract that fired this process).\n
                                      \n
                                    1. Loop through amendment Quote Lines\n
                                        \n
                                      1. If this renewal Subscription -> Quote Line -> Renewed Subscription == this amendment Quote Line -> Upgraded Subscription,\n
                                          \n
                                        1. Set this amendment Quote Line -> Upgraded Subscription = this new renewal Subscription.<\/li>\n\n\n\n
                                        2. Loop through Reassigned Amendment Fields fieldset\u2019s fields.\n
                                            \n
                                          1. Set this amendment Quote Line -> this fieldset field = this new renewal Subscription -> Quote Line -> this fieldset field value.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n\n\n\n
                                          2. Save Amendment Quote Lines<\/li>\n\n\n\n
                                          3. Save Amendment Quotes<\/li>\n\n\n\n
                                          4. Save Amendment Opps<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n\n\n\n

                                            And now you’re at the end! Of this post. Which means you get a prize. This is on the AppExchange. Go install it. \ud83d\ude42 <\/p>\n\n\n\n

                                            \"\"<\/a><\/figure>\n","protected":false},"excerpt":{"rendered":"

                                            There came an issue with amendment Opportunities\/Quotes being orphaned after a renewal was closed won and Contracted! Below is a diagram showing the issue. The process is as follows: Here is the proposed solution process. Once the system creates the new Contract and Subscriptions, another process is kicked off that reassigns the in-flight amendment Opportunity\/Quote\/Quote …
                                            Continue reading CPQ – Orphaned Amendments – Solution!<\/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-735","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\/735","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=735"}],"version-history":[{"count":35,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/posts\/735\/revisions"}],"predecessor-version":[{"id":2557,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/posts\/735\/revisions\/2557"}],"wp:attachment":[{"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/media?parent=735"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/categories?post=735"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/tags?post=735"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}