Universal Containers must be able to create Quotes that contain Quote Lines with different Start Dates. Order Products must be separated into Orders after generation based in the Start Dates.
How can a CPQ Specialist meet this business requirement?
A.
Separate Quotes must be created for each unique Start Date.
B.
Set both the Order by Quote Line Group and Ordered checkboxes to True.
C.
Change Default Order Start Date in CPQ Package settings to Quote Start Date.
D.
Set the Order By picklist on the Quote to SBQQ__StartDate__c, and the Ordered checkbox to True.
Universal Containers needs the ability to split Orders by the Start Dates of the Quote Lines.
Each Order generated will correspond to a unique Start Date.
Key Salesforce CPQ Features:
Order By Field: This field on the Quote allows CPQ specialists to specify the criteria for splitting orders. By selecting the SBQQ__StartDate__c field, orders will be created based on the Start Dates of Quote Lines.
Ordered Checkbox: Setting this to True ensures that the Quote Lines are converted into Orders during the ordering process.
Step-by-Step Configuration:
Navigate to the Quote in Salesforce CPQ.
Locate the Order By picklist field and set its value to SBQQ__StartDate__c. This ensures Quote Lines are grouped by their Start Dates for Order generation.
Check the Ordered checkbox on the Quote to mark it ready for Order generation.
Expected Outcome:
When the Orders are generated, CPQ will create separate Order records for each unique Start Date present in the Quote Lines.
Validation and Testing:
Create a Quote with multiple Quote Lines having different Start Dates.
Process the Quote through the Ordering process to verify separate Orders are created for each Start Date.
[References:, This approach is aligned with Salesforce CPQ’s guidelines for managing multi-start date Orders and can be verified under "Guidelines for Splitting Orders" in the official Salesforce CPQ documentation., , , , ]
Contribute your Thoughts:
Chosen Answer:
This is a voting comment (?). You can switch to a simple comment. It is better to Upvote an existing comment if you don't have anything to add.
Submit