What should be done so that the pricing is rounded to the expected value? Universal Containers sells their subscription products only in whole months. The Users at Universal Containers are sometimes entering values into Start Date and End Date and leaving Subscription Term blank. They are finding that subscription pricing is not working as they would expect because the dates they are choosing do not equate to exact months. This leads to pricing that may be a few cents or even a few dollars off. The Admin would like to find a solution that does not require forcing the users to use Subscription Term.
In the package settings, set Subscription Prorate Precision to Monthly.
Let's see how far my knowledge stretches
W. Wright, Biology student, Biology student, Astoria
Answered Feb 26, 2019
If you want the pricing of the subscription to be rounded to the expected value, in the package settings, you should set the "Subscription Prorate Precision" to "Monthly." The package-level Subscription Prorate Precision setting controls how Salesforce CPQ prorates subscription pricing. You cn set the field to Day or Month, or Monthly or Daily.
If your prodcuts and quotes are always in terms of full months, then you want to set your proration to "Monthly." For example, if the quote for a product is for 24 months, and you have a subscription term of 12, Salesforce CPQ would calculate the 24 months and divide by 12 to get 2 as the proration multiplier.