What are MDQ Quantity Fields
Summary
MDQ products in Salesforce CPQ handle quantity fields uniquely compared to standard subscription products. Quantity behaves normally on initial quotes but shows differences on contracts with segmentation, where fields like Segment Quantity and Renewal Quantity become important. Modifying renewal quotes reveals that Original Quantity only applies to non-segmented products and helps compare renewal values. Understanding these nuances is crucial for accurately managing MDQ product quantities through quote, contract, and renewal processes in Salesforce CPQ.
Takeaways
- Quantity behaves differently for MDQ products versus standard subscriptions.
- Segment Quantity reflects the quantity for ramped segments beyond the first.
- Renewal Quantity shows the amount a line will renew to at term end.
- Original Quantity is populated only on non-segmented products during renewals.
- Modifications to segmented products do not affect Quantity or Effective Quantity fields.
As mentioned in previous posts, MDQ is a special breed of product. Many functions that behave one way for a standard subscription product behave entirely differently on an MDQ or segmented product. One key field that falls into this category is the Quantity field. Below, I will work through the different quantity fields that need to be taken into account depending on what stage of the process you are in and what object you are looking at. Initial Quote The Quantity field behaves as expected on the initial quote; you can see this by comparing it to the Effective Quantity field. Contract Once on the Contract record and looking at the Subscription records, you will start to see some differences. The Quantity field here only works essentially for the first Segment. To see the value of the second and third segments, you need to review the Segment Quantity field.