Custom Segments in MDQ

by Community Manager on ‎09-04-2015 12:06 AM - edited on ‎06-29-2016 01:29 PM by Community Manager

OVERVIEW

This article explains a feature specific to Multi-Dimensional Quoting. If you are unfamiliar with MDQ, we recommend reading the Overview article or watching MDQ tutorial videos first.

 

This feature further enhances the functionality of multi-dimensional quoting by allowing sales reps to define the length of each segment within a given subscription term.

 

 

NOTABLE USE CASES

A software company might have different rates, uplifts, or quantities for a product that does not fit into the standard Year, Month or Quarterly dimensions.

 

ADMINISTRATION

Preconditions:

  • Add the following to the Price Dimension Type picklist:
    1. Quarter
    2. Month
    3. Custom

To set up Custom Segments:

    1. Navigate to your desired Product. Ensure that your Product is Active.
    2. Optional: Enter your Subscription Pricing and choose your Subscription Type.
    3. Click New Price Dimension within the Price Dimensions Related List.

    1. Enter a Dimension Name.
    2. Choose a Price Dimension Type. There cannot be more than 1 time-based Dimension Type per product with the same Price Book and Currency (i.e. you can have a Custom Dimension in USD and another in AUD for the same product.

      • Note: If you intend on using a specific currency, you must add it to your layout. Even if you don't enter a specific price, a Price Dimension per currency for the Product is still required to appear on the Quote Line.

 

To quote an MDQ product with Custom Segments:

    1. Navigate to a Quote.
    2. Add your desired multi-dimension Products. Do this as you normally would; click Edit Lines and/or navigate to the Product Lookup.
    3. Click the Edit icon on the Line Editor to edit your Custom Segments. This opens the Custom Segments as a modal dialog, allowing the sales rep to edit/add Custom Segments within the Quote.
    4. Click Add Segment or the + button after Segments to add Custom Segments to your table.
    5. Enter the Segment Label, Start Date, and End Date.
      • Adding a new Custom Segment produces a new, empty row at the bottom of the Custom Segments list. This row can be dragged & dropped in-between other Segments; but, segments must flow in chronological order prior to saving. Note: Non-Custom Segment Rows cannot be dragged & dropped.

      • Note: Custom Segments must be continuous (i.e. no "time gaps" between Segments) and add up to a whole number of months.
  1. Click Save.

 

To convert a segmented MDQ product into a standard product in the Line Editor: 

Sales reps have the ability to convert a segmented product into a standard product directly in the Line Editor.

  1. Navigate to your Quote.
  2. Ensure that a Standard Products table exists in your Line Editor. MDQ Products cannot be "disabled" if there is no Standard Products table to drag & drop them into.
  3. Ensure that a Segmented Products table exists in your Line Editor. MDQ Products that have been "disabled" cannot be re-enabled if a Segmented Products table does not exist.
  4. Drag and drop your desired MDQ Line Item in order to disable it. This can also be done in order to re-enable your MDQ Line Item.
  5. Click Calculate, Quick Save, or Save in order to save your changes.
    • Products without Price Dimensions cannot be dragged & dropped onto a Segmented table.

 

To generate a Quote Document with Custom Segments: 

If both time-based and Custom Segments appear in the Quote, both Dimension Types will be split into their own tables in the Quote Document (e.g. Line Items with Yearly segments will display in their own table, Line Items with Custom segments will display in their own table, and any non-segmented line items will display in their own table).

    1. When entering a new Section into your Quote Template, choose the Content Type from the Content lookup menu.
    2. Optional: Choose SBQQ__SegmentLabel__c from the Group Field drop-down menu (SBQQ__SegmentLabel__c will need to be added to the Group Field picklist). This step is only required when configuring a Section using the "Standard" Table Style with MDQ products.
    3. Add the MDQ columns you'd like to see in the Quote Document as Line Columns (e.g. Quantity, Uplift, Net Price) within your Segmented Template Section.
    4. Click Save.
    5. Click New Template Section within the Sections area to add your non-MDQ Product section.

  1. Enter a Segment Name.
  2. Choose the Content Type you just created from the Content lookup menu.
  3. Enter a Display Order.
  4. Select the Print Quote Totals checkbox.
  5. Optional: If you wish to filter your table, enter equals as the Filter Operator and one of the following as the Filter Field: 
    • SBQQ__SegmentKey__c
    • SBQQ__Dimension__c

  6. Click Save.
    • The Roll Up Column Option will not work when used on the Price Dimensions as Columns Table Style.

 

Related Material

Multi-Dimensional Quoting Video Tutorials

 

 

NOTES

Note:  Monthly and Quarterly segments are created automatically from Subscription term.  

Note: Each Custom Segments from the original quote will be added to the renewal containing its original term length.  The segments on the renewal quote will remain editable.  

Tip: If you enable multiple currencites in your org, you must add the "Currency" field to the Price Dimension page layout.  

Tip: Users can re-order lines within their segments using drag-and-drop

Caution: Products that have a One-time price dimension must be used be used with a time-based product.  

Caution:  If only one price dimension exists on the quote, the tabs that represent the other price dimensions will not appear.  

Comments
by LaurenELithium
on ‎11-10-2015 08:01 AM

Is there an example of what a quote document will look like using this feature? 

by Anouh
on ‎04-01-2016 09:07 AM

Can we have the custom fields auto populate? i.e. only shows school year rather than a full calendar year?

by blis
on ‎05-16-2017 04:33 PM

Just a head's up- "First Segment Term End Date" is not supported with custom segments. 

by ashleyberger1
‎05-16-2017 06:25 PM - edited ‎05-16-2017 06:25 PM

Is it possible to have segmented products NOT default to segmented upon initial addition in the configurator?