Segmented Products: One-Time

by Community Manager on ‎08-04-2015 05:19 PM - edited on ‎03-31-2016 04:57 PM by Community Manager

This is one of two articles on Segmented Products. For information on yearly Single Segment Products, please review Segmented Products: Yearly.

 

When developing a Multi-Dimensional Quote, you may use One-Time Segmented Products for quote line items that would be coupled to your MDQ's Yearly segments but priced independently. This could include items such as installation fees, shipping charges, training, etc.

 

TO SETUP ONE-TIME SEGMENTED PRODUCTS WITHIN AN MDQ

    1. Navigate to your desired Product.
    2. Set your Product to Active.
    3. Click New Price Dimension within the Price Dimensions Related List.

PriceDimensions.png

    1. Enter a Dimension Name.
    2. Choose One-time as the Price Dimension Type. Choose this Price Dimension if you are quoting a non-Subscription Product with a One-time dimension. This segment is only added one time, regardless of what the Subscription Term is.

PriceDimensionEdit.OneTime.png

  1. Optional: To define independent pricing for the Price Dimension, enter information into the following fields:
    • Price Book: Associates this Price Dimension to a particular Price Book. A Price Dimension can only be applied to a Quote if the associated Price Book is also being used in the Opportunity. If this field is left blank, it will inherit the Price Book from the Product.
    • Default Quantity: This is where you specify the starting quantity of the Product when added. This is a numeric value.
    • Quantity Scale: This specifies the number of decimal places used in the Quantity field.
    • Unit Price: This will override the value from the Price Book. If a Unit Price is entered, a Price Book must also be associated on the Price Dimension.
    • Discount Schedule: This is a specific Discount Schedule that is used with this particular Price Dimension.
  2.  Optional: To define whether the Price Dimension will inherit values entered at the Product for the following fields: Quantity Editable, Non Discountable,Price Editable, Non Partner Discountable, Cost Editable, and Taxable. Choose one of the following options from the drop-down menu: 
    • None: No action will be taken.
    • Inherit: The value will be inherited from the Product-level selection. This is the default.
    • Yes: The Price Dimension chooses "Yes" and will override the Product-level selection.
    • No: The Price Dimension chooses "No" and will override the Product-level selection.
  3. Click Save.

 

To quote a Multi-Dimensional Product: 

    1. Mark your new Quote as Primary.
    2. Add your desired multi-dimension Products. Do this as you normally would; click Edit Lines and/or navigate to the Product Lookup.
    3. Optional: Ensure that the Field Sets you want to appear in the Line Editor are available. For a quick review on how to add these Field Sets, see the "Preconditions" section at the bottom of the Multi-Dimensional Quoting (MDQ) section.
    4. Optional: Once you've added all your desired Products, click the Expand icon, , located in your Line Item # column to edit your multi-dimensional Line Items. Multiple Detail sections can be open at once.

SingleSegment.Installation.png

  1. Click Save.
      • When you navigate back to the Quote details page, you'll notice within the Quote Lines section that the different segments all have individual Line Names. Clicking on the Line Name will give you Quote Line Detail about that Year.
    Quote_QuoteLineDetails.png

 

To generate a Renewal Opportunity:

  1. Navigate to the Opportunity.
  2. Select the Contracted checkbox.
  3. Click Save.
  4. Navigate to: Account Detail Page | Contracts | Contract Detail.
  5. Select the Renewal Quoted checkbox.
  6. Click Save.
    • The Quantity and Price for each Year on the Renewal Quote reflects the last year from the original Quote.
    • Any Partner/Distributor Discounts applied in the Net Price of the original Subscriptions are not carried over to the Renewal. The Renewal Price is based on the Customer Price.

    • All segments' Regular Prices are discounted based on the Discount Tier containing that Quantity. Segments are not double-discounted.
    • The Contract Renewal Term that begins after a Contracted Price expires, will use the Contracted Price that is effective on the Start Date of the Renewal. If the new Contracted Price expires during the Renewal Quote Term, it will still apply to all segments to the Segmented Product because the order starts when the Contracted Price is still effective.

 

Caution: SteelBrick CPQ does not support One-time Subscription Price Dimensions.