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Problem:
Customer has a custom button where they've developed a simplified Opportunity and Quote creation for Agent Adds on Expansion Opportunities. During the automation of this process, the quote record is created successfully.
However, there are two Quote Amendment Records that are created that are associated with the Quote record.
1) UpdateProduct
2) TermsandConditions
The problem here lies in that they have ONLY updated the Product. They haven't done anything to the TermsandConditions for it to create this record. This is a problem because once they sync this over to Z-Billing, two amendments are shown on the Subscription, instead of one.
This was reproduced inhouse running following simple code from Execute Anonymous window:
zqu__Quote__c quoteSObject = new zqu__Quote__c(); quoteSObject.name = 'test dray amend two'; quoteSObject.zqu__Opportunity__c = 'xxxxxxxxx'; quoteSObject.zqu__SubscriptionType__c = 'Amend Subscription'; quoteSObject.zqu__ZuoraAccountId__c = 'nnnnnnnnnnnnnn'; quoteSObject.zqu__ExistSubscriptionId__c = 'mmmmmmmmmm'; quoteSObject.zqu__Amendment_Name__c = 'test amendment'; quoteSObject.zqu__startDate__c = Date.today(); zqu.Quote amendmentQuote = zqu.Quote.createNewInstance(quoteSObject); // Quote and Quote Charge Details inserted to database here amendmentQuote.buildAndSave();
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Solution:
=========
Custom code needed to be updated to make sure the following fields match on the new Quote vs Original Subscription, otherwise, it will automatically create a T&C amendment.
originalSub.autoRenew = quote.AutoRenew__c)
originalSub.renewalTerm = quote.RenewalTerm__c)
originalSub.renewalTermPeriodType = quote.RenewalTermPeriodType__c
originalSub.renewalSetting = quote.RenewalSetting__c && quote.RenewalSetting__c != null
originalSub.termType = quote.Subscription_Term_Type__c
originalSub.getTermStartDate() = quote.SubscriptionTermStartDate__c
originalSub.initialTerm = quote.InitialTerm__c && quote.InitialTerm__c != 0
originalSub.initialTermPeriodType = quote.InitialTermPeriodType__c
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Solution:
=========
Custom code needed to be updated to make sure the following fields match on the new Quote vs Original Subscription, otherwise, it will automatically create a T&C amendment.
originalSub.autoRenew = quote.AutoRenew__c)
originalSub.renewalTerm = quote.RenewalTerm__c)
originalSub.renewalTermPeriodType = quote.RenewalTermPeriodType__c
originalSub.renewalSetting = quote.RenewalSetting__c && quote.RenewalSetting__c != null
originalSub.termType = quote.Subscription_Term_Type__c
originalSub.getTermStartDate() = quote.SubscriptionTermStartDate__c
originalSub.initialTerm = quote.InitialTerm__c && quote.InitialTerm__c != 0
originalSub.initialTermPeriodType = quote.InitialTermPeriodType__c
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