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Kevin Antonioli 4 Order Product start date
My question is Salesforce CPQ related. When Order Products are created, we have a need to retain the Start Date of their associated quote lines under the following scenario: coterm 2 contracts where the master contract has a later End Date than the other contract. What is happening in this scenario is the subscriptions from the 2 contracts are getting created as quote lines with the correct dates, but when Order Products are created from those quote lines upon ordering the Opportunity, the start dates of some of those order products is pushed out into the future by the difference in end dates between the master contract and the contract cotermed with it.
CPQ and/or Billing Package Version provided for the affected org.
214.12
Master Contract end date: 10/13/2014
Non-Master Contract end date: 7/21/2014
Difference in end dates between these contracts: 84 days (make note of this value as I'll reference it again below)
Regarding the Order created from ordering the resulting renewal opportunity: all of this Order's Order Product start dates are not the desired values.
Properties of one of the problematic Order Products:
Start Date: 1/6/2015 which is not desired. This is being calculated, by what appears to be CPQ managed code, as follows: Master Contract End Date + the difference in end dates between the Master Contract and non-master Contract (84) + 1. CPQ is essentially pushing the start date out in advance, instead of getting it from the quote line.
Effective Start Date of associated quote line: 10/14/2014 (1 day past the Master Contract End Date). This is the desired start date for the quote line's associated Order Product.
We have already read through the relevant Salesforce documentation:
https://help.salesforce.com/articleView?id=cpq_order_date_logic.htm&type=5
We have already opened a case as well to assess the risk of writing custom apex to override the Order Product dates upon Order Product creation. On the case, Salesforce advised to post a question here. So my question is, what are the risks/implications of overriding the Order Product dates with custom Apex, in a before insert trigger context? Note: we do not have Salesforce Billing installed.
Thanks,
-Kevin
CPQ and/or Billing Package Version provided for the affected org.
214.12
Master Contract end date: 10/13/2014
Non-Master Contract end date: 7/21/2014
Difference in end dates between these contracts: 84 days (make note of this value as I'll reference it again below)
Regarding the Order created from ordering the resulting renewal opportunity: all of this Order's Order Product start dates are not the desired values.
Properties of one of the problematic Order Products:
Start Date: 1/6/2015 which is not desired. This is being calculated, by what appears to be CPQ managed code, as follows: Master Contract End Date + the difference in end dates between the Master Contract and non-master Contract (84) + 1. CPQ is essentially pushing the start date out in advance, instead of getting it from the quote line.
Effective Start Date of associated quote line: 10/14/2014 (1 day past the Master Contract End Date). This is the desired start date for the quote line's associated Order Product.
We have already read through the relevant Salesforce documentation:
https://help.salesforce.com/articleView?id=cpq_order_date_logic.htm&type=5
We have already opened a case as well to assess the risk of writing custom apex to override the Order Product dates upon Order Product creation. On the case, Salesforce advised to post a question here. So my question is, what are the risks/implications of overriding the Order Product dates with custom Apex, in a before insert trigger context? Note: we do not have Salesforce Billing installed.
Thanks,
-Kevin