Configure Price and Quote

*Universal Containers wants to make sure that Product Option A is included when Product B is being configured and sold Sales reps should be unable to remove Product A.

Which field should be set for the Product Option A?

• Bundled

• Required

• Quantity Editable

• Selected

*Universal Containers has Products that should only be selected as part of a bundle.

How should the admin configure CPQ so users are unable to add this Product outside of a bundle?

• Ensure that the Component checkbox on the Product is set to TRUE.

• Create a Product Rule with a Remove action when the Product is sold a la carte.

• Ensure that the Configuration Event field on the Product is set to Always.

• Remove the Product's Price Book Entry, then set Unit Price on the Product Option record.

Universal Containers wants to ensure that information in custom fields provided on original Quote Lines should also appear on Quote Lines for the Renewal Quotes.

How should the Admin set up this data flow?

• A custom formula field should look up through the SBQQ__Source__c Quote Line lookup to the original Quote Line.

• Renewal Quote Line values are automatically mapped from original Quote Lines.

• A Price Rule should be created to pull the value from the original Quote Line and populate the Renewal Quote Line.

• A twin field should be created on both the Asset and Subscription objects to bring back to Renewal Quote Lines.

*The sales operations team at Universal Containers used the Create Order button to generate an Order with only half of the available Quote Lines and then the team selects the Ordered checkbox.

What updates should the sales operations team expect?

• An Order without Order Products is created.

• A second Order is generated with the remaining Quote Lines

• An error is thrown informing the user an order already exists.

• The existing Order is updated with the remaining Quote Lines.

*Universal Containers wants to introduce a new Support SKU to be sold in increments of 1 month. The product is non-renewable but the support agreement can be canceled before the agreed End Date. What should the admin configure in the product to meet this requirement?

• When creating the Product record, the SBQQ__SubscriptionType__c field and the SBQQ__AssetConversion__c field are set to Null. Use the SBQQ__Quantity__c field on the Quote Line record to define the number of months of Support requested by the customer.

• A When creating the Product record, the SBQQ__SubscriptionType__c field is set to One-Time. Use the SBQQ__SubscriptionTerm__c field on the Quote record to define the number of months of Support requested by the customer.

• When creating the Product record, the SBQQ__SubscriptionPricing__c field is set to None. Use the SBQQ__Quantity__c field on the Quote Line record to define the number of months of Support requested by the customer.

• When creating the Product record, the SBQQ__SubscriptionType__c field is set to Renewable. Use the SBQQ__5ubscriptionTerm__c field on the Quote record to define the number of months of Support requested by the customer.

Universal Containers has a single Price Book for several currencies. The Admin is creating a Primary Quote from an Opportunity and notices the Quote inherits the Price Book from the Opportunity.

Which Product will be available within the Product Selection page?

• All Products with Price Book Entries in all Active Currencies.

• All Products with Price Book Entries when Dated Exchange Rates are enabled.

• All Products with Price Book Entries with a positive Price.

• All Products with Price Book Entries in the Opportunity/Quote Currency.

Universal containers has a fixed bundle with selected Product Options, After selecting the bundle, the user should bypass the configuration process.

How should the Admin set up the bundle to meet this requirement?

• Set the bundle product record fields Configuration Type to Disabled and Configuration Event to Always.

• Set the bundle product record filed Configuration Type to Required and Configuration Event to Always.

• Set the bundle product record filed Configuration type to Allowed and Configuration Event to Always.

• Set the bundle product record fields Configuration Type to Allowed and Configuration Event to Add

An Admin at Universal Containers has hidden the prices of Products on the Configure Products page.

How should the Admin make the prices visible again?

• Go to the Product Option object’s Unit Price field and add visibility to its Field-level security.

• Go to the Product Option object’s Option Configuration Field Set and add the Unit Price field.

• Go to the Product Option record and check if the Default Pricing Table field is set to Standard.

• Go to the Product Option record and check if the Price Editable field is False.

Universal Containers (UC) sells licenses set up as subscription Products. A UC sales rep has closed an Opportunity associated to a Quote with a Subscription Term of 36 months. The sales rep and a customer have agreed to a Quantity of 100 licenses for the term of the Contract.

The customer wants to decrease the license count to 80 licenses after the first year. After the second year, the Contract will be amended again to increase the license count to 120 licenses.

After the sales rep amends the Contract to incorporate these changes, what are the respective Quantities of:

• -The original Subscription

-The first amended Subscription

• -The second amended Subscription

• 120, -20, 40

• 100, -20, 40

• 100, 80, 120

• 80, 0, 40

Universal Containers sells Subscription Products with prorated pricing dependent on the total Subscription Term as follows:

- Product A is configured to have a 36 Month Subscription Term (SBQQ__SubscriptionTerm__c = 36) with a List Unit Price of $36,000.
- Product B is configured to have a 1 Month Subscription Term (SBQQ__SubscriptionTerm__c = 1) with a List Unit Price of $2,000.

Each Quote Line has a Quantity of 15. The Quote has a Subscription Term of 18 Months without a discount applied.

What is the expected Prorate Multiplier and resulting Net Total for both Quote Lines?

• • Product A Prorate Multiplier - 0.5
  • Product A Net Total = $270,000
  • Product B Prorate Multiplier - 18
  • Product B Net Total = $540,000

• • Product A Prorate Multiplier = 0.5
  • Product A Net Total - $27,000
  • Product B Prorate Multiplier = 18
  • Product B Net Total - $36,000

• • • Product A Prorate Multiplier - 0.5
    • Product A Net Total = $270,000
    • Product B Prorate Multiplier - 18
    • Product B Net Total = $360,000

• • Product A Prorate Multiplier = l
  • Product A Net Total - $27,000
  • Product B Prorate Multiplier = 1
  • Product B Net Total - $36,000