Cost Items behaviour for MACD flows
- Magdalena Orłowska (Unlicensed)
Cost Items Behavior
Actions: Change, Renewal, Move
Delivered Cost Items are visible under Service in Resources Related List.
Such Resources become a part of an Opportunity when initiating an action for a Sold Service. On Cost Items Management Screen for Opportunities containing Services with Change, Renewal or Move action, you can:
preview a complete list of delivered Cost Items assigned to Service,
modify their information,
select them to take part in the delivery process, with the same or changed parameters.
To achieve the following, follow the steps below:
Step 1. Open the Opportunity record.
Step 2. Click Cost Items Management button.
Step 3. Expand Service you want to examine.
Under such record, you can see that there already are some Cost Items assigned. They have the same configuration as resources under active Service. Basically, there are several scenarios that are supported:
cost items remain unchanged and they should not take part in the delivery process,
cost items are changed and they should be a part of a delivery process,
cost items are deactivated and replaced by different cost items.
You can decide, whether you want to reuse existing Cost Items in their current shape, modify and reuse them or create brand new Cost Items. Adding and managing Cost Items is described in the article Cost Items Management. Such a process works exactly the same in case of Sold Services. Below, it is described how to manage and select Cost Items, which are already created.
Step 4. Click Edit icon next to Cost Items you would like to proceed.
Step 5. You can edit the information on Cost Item and send it to quotation to Vendors. Such a process is described in Cost Items Bid Management.
Step 6. For a Cost Item to be processed as a part of Service Delivery process, select the Selected checkbox.
After the successful closing of an Opportunity, selected Cost Items are converted into Resources and assigned to proper Order Items. You can manage them in the standard way.
Once all of your Resources are Delivered and Order is completed, Resources which were selected to be proceeded once again replace their predecessors under the Service - predecessors have their Stage changed to Inactive. Both records have relationship saved - in Previous Resource field.
Financial Rollups under Service, such as MRE and OTE, take into account only Resources with Delivered Stage.
New Resources, which were not assigned to Service and just added on the Opportunity level, are processed in their standard way.
For package version V9 and higher:
There is a way no change the default behavior of the Cost Items during MACD actions and transferred them already as Selected with the stage Item Selected. Information on how to enable this feature is stored in Configuration Guide for Admins: Transfering and selecting Resources during MACD
Action: Dismantle
Resources behavior for package versions lower than v9
After adding to Cart a Service with action mapped to CPQ Dismantle, Resources are not cloned as cost items under Opportunity. When Opportunity is closed and Order is created, Order Items will contain information on Resource Additional Information field that there may be some resources that need to be deactivated.
On Resource, in Service Additional Information field, there is information that the Service is going to be dismantled. You should decide on your own, whether Resource needs to be deactivated.
Resources behavior for the v9 package version
There are two ways to manage Resources during Dismantle action. Custom setting named Do Not Transfer Resources allows you to control transferring Cost Items under new Opportunity.
If the Do not transfer Resources setting is set to true, then after adding to Cart a Service with action mapped to CPQ Dismantle, Resources are not cloned as cost items under Opportunity. When Opportunity is closed and Order is created, Order Items will contain information on the Resource Additional Information field, saying that there may be some resources that need to be deactivated.
On the Resource, in Service Additional Information field, there is information that the Service is going to be dismantled. You should decide on your own, whether Resource needs to be deactivated.
If the Do Not Transfer Resources setting is set to false, then delivered Cost Items are cloned under Opportunity. They have a checkbox Service Disconnection set to true and their price is automatically set to 0.
When Opportunity is closed, all Cost Items with Service Disconnection checkbox marked are transferred to the Order Products and their status changes to To be Deactivated.
When Order Product with Dismantle action is completed, the status of the related Resources (with Service Disconnection checkbox marked) is changed automatically to Disconnected and their predecessors under the Service have their Stage changed to Inactive.
If the Cost Item is cancelled (or resource is cancelled during ordering) during the dismantle action, the connected resource under the Service won't be deactivated. In such a case the Resources should be deactivated manually later on.