This section describes how CPQ calculates quantity and selling term using the Default Quantity, Auto Cascade Quantity, Default Selling Term, and Auto Cascade Selling Term settings.

For Auto Cascade Quantity, the price methods can be different for secondary charge types or options. The price methods need not be the same for all charge types or options. For example, if the bundle or primary charge type has Recurring as the price method, the options or secondary charge types can have Per Unit, Recurring, or any other price methods.

For Auto Cascade Selling Term, the price type must be the same for all. For example, if the bundle or primary charge type has Recurring as the price method, the options or secondary charge types must have the price method as Recurring only. For any secondary charge type or option group, if the administrator has defined the default quantity and default selling term, and also selected the Auto Cascade Quantity and Auto Cascade Selling Term checkboxes, CPQ does not apply the defined default quantity and selling term to products; instead the products inherit the default quantity and selling term of the main charge type or the bundle. If the administrator has defined the default quantity and default selling term, but not selected the Auto Cascade Quantity and Auto Cascade Selling Term checkboxes, CPQ applies the defined default quantity and selling term to products and calculates pricing on the cart.

If the administrator has not defined any value for the default quantity and the default selling term of the primary charge type and bundle, but has selected the Auto Cascade Quantity and Auto Cascade Selling Term checkboxes for their secondary charge type or the option products, CPQ applies the system-generated default quantity and the selling term to those products by calculating the expected start date and end date with their primary charge type or bundle product.

The Auto Cascade Quantity and the Auto Cascade Selling Term overwrite the cart-level inputs. For example, if the administrator has selected the Auto Cascade Quantity and Auto Cascade Selling Term checkboxes for an option or secondary charge type, CPQ applies the quantity and selling term of its bundle or primary charge type, and displays the same in the cart. If you modify the cascaded quantity and selling term and click Reprice, CPQ restores the auto-cascaded quantity and auto-cascaded selling term from its primary charge type or bundle. However, if you modify the default quantity of the main bundle or primary charge type and click Reprice, CPQ overwrites the default quantity of the main bundle or primary charge type with its option product or secondary charge type.

For the Bundle and Option scenario, if any charge type of the bundle has Auto Cascade Selling Term set to True and the same charge type is there among the options, then at least one option must have Auto Cascade Selling Term set to True for the charge type. 

In the following Bundle and Option scenario, a bundle has two charges (that is, primary charge type and secondary charge type) and two options. The administrator has defined the default quantity and default selling term for both primary and secondary charge types. The administrator has also selected the Auto Cascade Quantity and Auto Cascade Selling Term checkboxes for any of the option.

  • It inherits the selling term and quantity from the primary charge type of the bundle only.
  • It does not inherit the selling term and quantity from the secondary charge type of the bundle.
  • Moreover, if administrator has not defined the default quantity and default selling term for the primary charge type, but defined the same for the secondary charge type, and then selected the Auto Cascade Selling Term and Auto Cascade Quantity checkboxes for any option, it does not inherit the quantity and selling term of the secondary charge type.
  • However, if the administrator has selected the Auto Cascade Selling Term and Auto Cascade Quantity checkboxes for the bundle product, and defined the default quantity and default selling term for the primary charge type, it inherits from the primary charge type.

In the following Bundle and Option scenario:

  • If all options in a bundle have the Auto Cascade Selling Term set to True, the selling term of options is not editable on the cart. All options must always cascade selling term from the bundle only. In this case, only the bundle selling term is editable.
  • If all options in a bundle have the Auto Cascade Selling Term set to False, the selling term of the bundle is calculated based on the highest selling term of options. You must not edit the selling term on the bundle.
  • If a bundle has a mix of options with the Auto Cascade Selling Term set to both True and False, the selling term of the bundle is not editable on the cart. CPQ considers the highest selling term of the non-cascaded option and rolls it up to the bundle and the same term cascades to other auto-cascaded options.
  • If a bundle has multiple charge types with Auto Cascade Selling Term set to True, only the term on the primary charge line is editable on the cart and the same term cascades to all other secondary charge lines. You cannot update the term of any secondary charge line if it is auto-cascaded.
  • If proration is allowed and Auto Cascade Selling Term is set to True, upon a change in the selling frequency of the bundle, the term is auto-calculated based on the end date and selling frequency. The same term cascades to the option as well. Monthly, yearly, quarterly, and half-yearly frequencies are supported.

In Use Case: Auto Cascade Quantity and Auto Cascade Selling Term for Bundle Products, scenarios 17 and 18 are important with respect to the selling term. If the administrator has defined the default selling term for any secondary charge type or options and also selected the Auto Cascade Selling Term checkbox, CPQ displays the default selling term while configuring that charge type or option in the cart, not the cascaded selling term.