Description
A commonly requested use case is the ability to combine multiple contracts onto into a single contract and EXTEND that contract beyond the original term. From a functionality perspective, this is known as”Cancel & Replace”, as the original contracts are cancelled with negative orders and a new quote is created for the customer going forward.
Cancel And Replace In Salesforce CPQ
This Functionality of Salesforce CPQ allows to cancel all the original Contracts with negative Quote and creates two new Quotes. One for Amendment, where it creates amendment Oppty and then Quote with negative prices. Other for Replacement where one can manipulate the newly created Quote according to the requirement. (e.g. change subscription term, start and end date etc.)
How to Install?
- Download and Install Cancel and Replace package by pressing the Get It Now Button on page
- Install for your org ( for Developer Org = Click on Install in production) accordingly.
- Install for all Users
- Open the Account Page in your org and Edit page
- Create a tab for Cancel and Replace (e.g ‘active Contracts’ ) and drag the “activeContracts” from the Custom-Managed section and Save the page.
Steps To Reproduce:
- Create an Account, Opportunity, and Quote.
- Add Products including both Subscriptions and Stand-lone Products.
- Save and Order the Quote by checking the “Ordered” checkbox on Quote.
- Activate and Contract the Order by checking the “Contracted” checkbox on Order.
- Open the Cancel And Replace Tab from the Account where you have added.
- Select the Contract and click on the Button “Cancel and Replace” .
- Two opportunities “Amendment Contract for <Contract Number> “ and New Replacement Opportunity are created .
- Both the Opportunities have their respective Quotes in which Products added in Original Quote are
Available. One with negative pricing (having cancelled Products) and the Other in which we can add replaced Products.
Cancel and Replace Amendment Quote vs Normal Amendment Quote
Amendment Quote with the negative price is created from Cancel and Replace on Account. | Amendment Quote with the zero price is created from Amend on Contract. |
All changes are made in the newly created replacement Quote. | All changes are made in Amendment Quote. |