Line-level Order Activation and Contracting

by Community Manager on ‎12-21-2016 10:43 AM - edited on ‎09-27-2017 02:23 PM by Community Manager

OVERVIEW

Admins can activate or contract individual Order Products before activating or contracting the parent Order.

 

KEY CONCEPTS

DETAILS

You can activate and contract individual Order Products on a Draft-status Order.

Note: As of Salesforce CPQ Summer '17, Salesforce CPQ does not populate the Order Product's Subscription, Contract or Asset lookup fields with references to the related objects. Salesforce CPQ will populate these Order Product fields as of Winter '18.

Activation

Activate an Order Product by checking the Activated field. This will move its Activation Status field from "Draft" to "Activated". 

 

When you activate an Order, all its Order Products activate as well. Deactivating an Order deactivates all its Order Products.

 

Contracting

Contract an Order Product by checking the Contracted field.

 

When you contract an Order, all its Order Products are contracted as well. It is not possible to un-contract an Order.

 

 

Contracting Method

The Order Product field Contracting Method controls how Order Products are contracted.

  • Inherit (default): Order Products inherit the contracting behavior of their parent order.
  • Contract Separately: When you contract an Order Product, Salesforce CPQ creates a corresponding subscription product inside a newly-generated Contract. 

SETUP

Admins may need to add the following fields to the Order Product layout:

  • Activated
  • Activation Status
  • Contracted
  • Contracting Method.

 

USE CASE

Line-level activation is useful for customers that want to partially fulfill a Quote while still maintaining a single Contract for generating amendments and renewals.

 

 

Contributors