Change Orders

this guide provides comprehensive examples of different change order scenarios using the revenue lifecycle management apis each example includes both the api request and explanation of the business use case understanding createquote vs createorder when making change order requests, you can choose between two proceedoption values createorder directly creates and activates the change order in salesforce use when you want immediate execution of the change createquote creates a quote in salesforce that can be reviewed and approved before activation use when you need approval workflows when using createquote , you can optionally pass an opportunityid to associate the quote with an existing salesforce opportunity this enables native opportunity management workflows within salesforce // example with createquote and opportunityid { "options" { "activateorder" false, "proceedoption" "createquote", "opportunityid" "006ru00000k5by9iaj" // optional associate with opportunity }, "assetchanges" \[ ] } subscription upgrades basic upgrade upgrade a customer from a basic to premium plan { "options" { "activateorder" true, "proceedoption" "createorder" }, "assetchanges" \[ { "changetype" "upgrade", "assetnumber" "sub 086067", "targetpricebookentryid" "01uru000004syy8iak", "startdate" "2024 01 15" } ] } response { "headerobjectids" \["801xx000003abcd"], "messages" \["subscription sub 086067 upgraded to premium plan"], "assets" \[ { "id" "02ixx000005mnop", "name" "sub 086067", "product" "premium plan", "mrr" 299 00 } ] } quantity changes seat expansion add more user licenses to an existing subscription post /cpq/change order { "options" { "activateorder" true, "proceedoption" "createorder" }, "assetchanges" \[ { "changetype" "updatequantity", "assetnumber" "sub 086067", "quantity" 25, "startdate" "2024 01 01" } ] } temporary quantity reduction reduce quantities for a specific period post /cpq/change order { "options" { "activateorder" true, "proceedoption" "createorder" }, "assetchanges" \[ { "changetype" "updatequantity", "assetnumber" "sub 086067", "quantity" 5, "startdate" "2024 01 01", "enddate" "2024 06 30" } ] } bundle reconfiguration adding new products add additional features to an existing bundle post /cpq/change order { "options" { "activateorder" false, "proceedoption" "createquote", "opportunityid" "006ru00000k5by9iaj" }, "assetchanges" \[ { "changetype" "reconfigure", "assetnumber" "sub 086067", "startdate" "2024 01 15", "addonchanges" \[ { "changetype" "newproduct", "productoptionid" "a8fru0000002bomiai", "pricebookentryid" "01uru000004syy7iak", "productoptionquantity" 3, "term" 12 } ] } ] } complex bundle changes multiple changes to a bundle in one operation post /cpq/change order { "options" { "activateorder" true, "proceedoption" "createorder" }, "assetchanges" \[ { "changetype" "reconfigure", "assetnumber" "sub 086067", "startdate" "2024 01 15", "addonchanges" \[ { "changetype" "newproduct", "productoptionid" "a8fru0000002bomiai", "pricebookentryid" "01uru000004syy7iak", "productoptionquantity" 2 }, { "changetype" "updatequantity", "assetnumber" "sub 086068", "productoptionquantitychange" 5 }, { "changetype" "cancel", "assetnumber" "sub 086069", "cancellationdate" "2024 12 31" } ] } ] } price adjustments percentage discount apply a 20% discount to a subscription post /cpq/change order { "options" { "activateorder" true, "proceedoption" "createorder" }, "assetchanges" \[ { "changetype" "adjustprice", "assetnumber" "sub 086067", "startdate" "2024 01 01", "discount" { "discountpercentage" 20, "applytochildren" true } } ] } fixed price override set a specific price for a subscription post /cpq/change order { "options" { "activateorder" true, "proceedoption" "createorder" }, "assetchanges" \[ { "changetype" "adjustprice", "assetnumber" "sub 086067", "netsalesprice" 1200 00, "startdate" "2024 01 01", "enddate" "2024 12 31" } ] } renewal operations standard renewal renew a subscription for another 12 months post /cpq/change order { "options" { "activateorder" true, "proceedoption" "createorder" }, "assetchanges" \[ { "changetype" "renew", "assetnumber" "sub 086067", "renewalterm" 12 } ] } convert to evergreen change from fixed term to evergreen subscription post /cpq/change order { "options" { "activateorder" true, "proceedoption" "createorder" }, "assetchanges" \[ { "changetype" "renew", "assetnumber" "sub 086067", "switchtoevergreen" true } ] } term modifications extend subscription term add 6 months to current subscription post /cpq/change order { "options" { "activateorder" true, "proceedoption" "createorder" }, "assetchanges" \[ { "changetype" "updateterm", "assetnumber" "sub 086067", "term" 6 } ] } convert monthly to annual change billing frequency from monthly to annual post /cpq/change order { "options" { "activateorder" true, "proceedoption" "createorder" }, "assetchanges" \[ { "changetype" "updateterm", "assetnumber" "sub 086067", "term" 12 } ] } co termination align subscription end dates align multiple subscriptions to end on the same date post /cpq/change order { "options" { "activateorder" true, "proceedoption" "createorder" }, "assetchanges" \[ { "changetype" "coterm", "assetnumber" "sub 086067", "cotermdate" "2024 12 31" }, { "changetype" "coterm", "assetnumber" "sub 086068", "cotermdate" "2024 12 31" } ] } cancellations immediate cancellation cancel subscription immediately post /cpq/change order { "options" { "activateorder" true, "proceedoption" "createorder" }, "assetchanges" \[ { "changetype" "cancel", "assetnumber" "sub 086067", "cancellationdate" "2024 01 01" } ] } end of term cancellation cancel at the end of the current billing period post /cpq/change order { "options" { "activateorder" true, "proceedoption" "createorder" }, "assetchanges" \[ { "changetype" "cancel", "assetnumber" "sub 086067", "cancellationdate" "2024 12 31" } ] } free trial conversions convert trial to paid convert a free trial to a paid subscription post /cpq/change order { "options" { "activateorder" true, "proceedoption" "createorder" }, "assetchanges" \[ { "changetype" "convertfreetrial", "assetnumber" "sub 086067", "startdate" "2024 01 15", "term" 12, "overridetrialend" true } ] } convert to evergreen convert trial directly to evergreen subscription post /cpq/change order { "options" { "activateorder" true, "proceedoption" "createorder" }, "assetchanges" \[ { "changetype" "convertfreetrial", "assetnumber" "sub 086067", "startdate" "2024 01 15", "switchtoevergreen" true, "cotermtobundlesubscription" false } ] }