Contract Co-Termination using Always will Default Co-Term Quote's Master Contract with Latest End Date on Account instead of Earliest End Date
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Contract Co-Termination using Always will Default Co-Term Quote's Master Contract with Latest End Date on Account instead of Earliest End Date

Salesforce CPQ (Configure-Price-Quote)

Last updated 2021-10-28 ·Reference W-8922266 ·Reported By 1 users

In Review

Summary
A Co-Terminated Opportunity created with Co-Termination setting of ‘Always’ will default the Co-Term Quote’s SBQQ__EndDate__c to the latest end date of all Active Contracts on the Account; however, it's expected to default the SBQQ__EndDate__c to the earliest end date of all Active Contracts.

Repro
SETUP
Ensure that there are two (2) ‘Active’ Contracts on the Account with different end dates.

REPRODUCE

1.Navigate to the Account, and change the Contract Co-Termination field to ‘Always’ and the Co-Termination Event to ‘Add-on’.
2.From the Account, create a new Opportunity called ‘Add On’.
3.Create a new Quote with any Start Date. Do not include a Subscription Term as the expectation is that the Quote’s End Date will default to the earliest end date of existing Contracts on the Account.
4.Add any Subscription Product.
5.Save.

Note the End Date of the Quote is the latest end date of all Active Contracts on the Account.

If the Co-Term Opportunity is contracted, then the add-on Subscription is co-termed with the Master Contract associated with the latest end date.

Workaround
Set the Account's Contract Co-Termination field to 'Prompt' instead in order to manually select the correct Master Contract.

Reported By (1)

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