{"id":905,"date":"2021-04-18T16:24:49","date_gmt":"2021-04-18T16:24:49","guid":{"rendered":"http:\/\/morecpq.com\/?p=905"},"modified":"2021-09-16T14:02:25","modified_gmt":"2021-09-16T14:02:25","slug":"cpq-amendment-discount-amount-fix","status":"publish","type":"post","link":"https:\/\/morecpq.com\/index.php\/2021\/04\/18\/cpq-amendment-discount-amount-fix\/","title":{"rendered":"CPQ – Amendment Discount Amount – Fix"},"content":{"rendered":"\n

The Issue
<\/strong>We recently discovered an issue with amending a Contract containing lines that had a Discount Amount on the original Quote. The issue is that, when you amend a line that has a Discount Amount from the original Quote, the whole discount value is put on that line from before. Which doesn’t make sense because when it is an amount, it should be a prorated amount based on the time left on the Contract. Because of this, when a customer cancels a Contract, the refund amount (negative amount) on the Quote would be different than what was actually owed.<\/p>\n\n\n\n

Another Detail
<\/strong>A Quote Line that had a Discount % applied turns into a Subscription with the Discount % filled in. All good. When it renews, the renewal Quote Line has Discount AMOUNT $ filled in?! Not a Discount %. So as your discounted customers renew, this issue is propagated.<\/p>\n\n\n\n

ProrateAmountDiscounts__c<\/strong>??
But but but, what about the ProrateAmountDiscounts__c special field as referenced here<\/a>? This is a great solution but this will apply the proration to all types of Quotes. We only want it to apply to amendments.<\/p>\n\n\n\n

The Solution<\/strong>
So I made a thing! It is two formula fields and a Price Rule. This thing will prorate the discount for any lines that had a Discount Amount on the original Quote.<\/p>\n\n\n\n

Subscription – Original Discount $<\/strong><\/p>\n\n\n\n

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

Quote Line – Original Discount $<\/strong><\/p>\n\n\n\n

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

Price Rule – Quote Line – Amendment – Inject Calculated Discount $<\/strong><\/p>\n\n\n\n

Pertinent Price Rule Details<\/p>\n\n\n\n

Calculator Evaluation Event: Before Calculate<\/p>\n\n\n\n

Price Conditions<\/p>\n\n\n\n

Quote . SBQQ__Type__c equals Value Amendment
Quote Line . NOT(ISBLANK(Original_Discount_Amt__c)) equals Formula True<\/p>\n\n\n\n

Price Actions<\/p>\n\n\n\n

Quote Line . Discount (Amt) = Original_Discount_Amt__c \/ (IF(SBQQ__DefaultSubscriptionTerm__c == 1, SBQQ__EffectiveSubscriptionTerm__c, 1) \/ SBQQ__ProrateMultiplier__c)<\/p>\n\n\n\n

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

And here<\/a> is the production install link and this one<\/a> for sandbox!<\/p>\n\n\n\n

After you install, be sure to run the below script in the execute anonymous popup in the developer console. Click here<\/a> to open the developer console in production and here<\/a> to open it in sandbox.<\/p>\n\n\n\n

MoreCPQPostInstall.AmendmentDiscountAmount_Fix_PostInstall();<\/code><\/pre>\n\n\n\n
\"\"<\/figure>\n\n\n\n
\"\"<\/figure>\n","protected":false},"excerpt":{"rendered":"
The IssueWe recently discovered an issue with amending a Contract containing lines that had a Discount Amount on the original Quote. The issue is that, when you amend a line that has a Discount Amount from the original Quote, the whole discount value is put on that line from before. Which doesn’t make sense because …
Continue reading CPQ – Amendment Discount Amount – Fix<\/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-905","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\/905","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=905"}],"version-history":[{"count":15,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/posts\/905\/revisions"}],"predecessor-version":[{"id":1183,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/posts\/905\/revisions\/1183"}],"wp:attachment":[{"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/media?parent=905"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/categories?post=905"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/tags?post=905"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}