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Question:
how CPQ Connector determine the following amendment action from contract.
UpdateProduct
NewProduct
RemoveProduct
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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`
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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 √