When setting up partial orders, you must configure the Quote/Proposal and Agreement objects to generate a Price List that refers to the product, bundle, and service line item pricing information on the quote or agreement originating the order. In this case, when the quote is accepted or the contract is finalized, a Contract Price List is generated that is part of the Price Agreement. Users can then create partial orders to fulfill quantities at the negotiated price for product and service line items (on the quote or contract). As an administrator, you need to add the "Price Agreement" option to the Intent picklist custom field on the Quote/Proposal and Agreement objects. When a quote or contract with "Intent = Price Agreement" is accepted or finalized, a new Price List is generated with the type "Contract." Price List Items (PLIs) store information on the products and services copied over from the original quote or agreement.

  • For PLIs with the list price, the new net unit price is copied to contract price field of the new PLI.
  • For PLIs with matrix pricing (recurring), the matrix is copied from original PLI to the new PLI.
  • For PLIs with matrix pricing (usage), the matrix is copied from usage price tiers of the line item to the new PLI.

To configure the Quote/Proposal object for partial orders

  1. From Salesforce, click Setup > Objects > Quote/Proposal.
  2. Under Custom Fields and Relationships, click Intent.
  3. Under Values, click New.
  4. Add the new picklist value "Price Agreement." Click Save.

To configure the Agreement object for partial orders

  1. From Salesforce, click Setup > Objects > Agreement.
  2. Under Custom Fields and Relationships, click Intent.
  3. Under Values, click New.
  4. Add the new picklist value "Price Agreement." Click Save.