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Salesforce CPQ - Cancel and Replace

By Salesforce Labs

Complex Amendment & Renewal Framework

Free  

Never requires payment

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A commonly requested use case is is the ability to combine multiple contracts onto into a single contract and EXTEND that contract beyond the original term. This is known as Cancel & Replace.

Compatibility

Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
Salesforce CPQ+ Lightning Enabled Org

App Details

Version
Cancel & Replace/Summer'22 1.4.0
Listed On
11/11/2020
Latest Release
02/21/2023
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 6
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.4.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
11/05/2020

Additional Details

A commonly requested use case is the ability to combine multiple contracts onto into a single contract and EXTEND that contract beyond the original term. From a functionality perspective, this is known as *Cancel & Replace*, as the original contracts are cancelled with negative orders and a new quote is created for the customer going forward. The Cancel & Replace framework is designed to provide a *pattern* for advanced contract manipulation via customization. The package is designed to work with customers that have implemented or wish to implement billing which requires a fairly verbose transaction (multiple quotes) in order to reflect changes downstream. While you may choose to install the managed package from the app exchange, the full codebase is available here https://github.com/rjhalvorson/cancelAndReplace for you to deploy and customize.

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Salesforce Labs

San Francisco, CA, USA

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