Percent of Total Renewals

by Community Manager on ‎11-12-2015 04:39 PM - edited on ‎02-12-2016 02:01 PM by Community Manager

This feature allows net-new purchases to be included in the scope of Percent of Total Subscriptions on Renewals and Amendments. 

 

IncludeNetNewMaintenance.png

 

Notable Use Cases

This gives the administrator the option to include net-new purchases as the basis for calculating Percent of Total Subscription prices. 

 

Administration

Setting up Percent of Total Renewals: 

  1. Navigate to Configure SteelBrick CPQ | Subscriptions and Renewals
  2. Select the Include net-new Products in Maintenance checkbox.     
  3. Click Save.  

 

Renewing your Percent of Total Subscription/Amendment: 

  1. Add any desired items to your Subscription or Amendment. If you are adding net-new products to your Subscription, you are essentially creating a combination of Renewal and Add-On. 
  2. Once finished adding new items to your Subscription or Amendment, contract the Opportunity.
  3. You'll notice that you have 2 of the same Subscribed Assets within your Contract: The original and the net-new Subscribed Asset within your Contract's Subscription.   

 

Notes

When a Renewal Quote is generated using an Asset-Based model, a Percent of Total Subscription is automatically generated. If there are multiple Assets, a Subscription will be generated for each Asset.

Caution: Do not enable the Include Net-new Products in Maintenance if you intend on using Groups in your Quote as Groups will not be preserved.