Happy Business Starts Here

how CPQ Connector determine amendment action from contract.

Highlighted
Zuora Support

how CPQ Connector determine amendment action from contract.

Question:

how CPQ Connector determine the following amendment action from contract. 
UpdateProduct 
NewProduct 
RemoveProduct

 






If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √

1 ACCEPTED SOLUTION

Accepted Solutions
Highlighted
Zuora Support

Re: how CPQ Connector determine amendment action from contract.

Answer:

 

Please find below details 

NewProduct Summary will be generated if:
- The subscription hasn't been sent to Zuora
- The `SBQQ__Subscription__c.RatePlanChargeId__c` is `null`
- There is at least 1 quantity of the product (Adding a product and setting the quantity to 0 will not work.)

Assuming
- The subscription has a Zuora Rate Plan Charge Id
- The subscription should be sent to Zuora (The Do Not Send To Zuora checkbox is not selected)
- The subscription’s `SBQQ__Subscription__c.AmendmentCode__c` is `null`


RemoveProduct Summary will be generated if:
- The quantity is less than 0.
* There’s a special use case where if:
- The quantity is less than 0.
- The product has a usageCharge type
- The `SBQQ__Subscription__c.SBQQ__RevisedSubscription__c` is not `null`
then the product will have both a remove/add summary generated. 

UpdateProduct Summary will be generated if:

- The product does not have a usageCharge type type
- The quantity is greater than 0

With regards to ForceUpdateRenewal(checkbox on subscription object): An UpdateProduct Summary will be generated if 

`SBQQ__Subscription__c.AmendmentCode__c` is `null` AND `(SBQQ__Subscription__c.SBQQ__RevisedSubscription__c is not null OR SBQQ__Subscription__c.UpdatedUponRenewal__c is true)`

`UpdatedUponRenewal__c` is set to `true` if `ForceUpdateOnRenewal__c` is checked OR `SBQQ__RenewedSubscription__c` is not blank and the `SBQQ__Quantity__c` is different from the `PreviousTermQuantity__c`






If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √

View solution in original post

1 REPLY 1
Highlighted
Zuora Support

Re: how CPQ Connector determine amendment action from contract.

Answer:

 

Please find below details 

NewProduct Summary will be generated if:
- The subscription hasn't been sent to Zuora
- The `SBQQ__Subscription__c.RatePlanChargeId__c` is `null`
- There is at least 1 quantity of the product (Adding a product and setting the quantity to 0 will not work.)

Assuming
- The subscription has a Zuora Rate Plan Charge Id
- The subscription should be sent to Zuora (The Do Not Send To Zuora checkbox is not selected)
- The subscription’s `SBQQ__Subscription__c.AmendmentCode__c` is `null`


RemoveProduct Summary will be generated if:
- The quantity is less than 0.
* There’s a special use case where if:
- The quantity is less than 0.
- The product has a usageCharge type
- The `SBQQ__Subscription__c.SBQQ__RevisedSubscription__c` is not `null`
then the product will have both a remove/add summary generated. 

UpdateProduct Summary will be generated if:

- The product does not have a usageCharge type type
- The quantity is greater than 0

With regards to ForceUpdateRenewal(checkbox on subscription object): An UpdateProduct Summary will be generated if 

`SBQQ__Subscription__c.AmendmentCode__c` is `null` AND `(SBQQ__Subscription__c.SBQQ__RevisedSubscription__c is not null OR SBQQ__Subscription__c.UpdatedUponRenewal__c is true)`

`UpdatedUponRenewal__c` is set to `true` if `ForceUpdateOnRenewal__c` is checked OR `SBQQ__RenewedSubscription__c` is not blank and the `SBQQ__Quantity__c` is different from the `PreviousTermQuantity__c`






If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √

View solution in original post