* Business Requirement Context:
* Universal Containers needs the ability to split Orders by the Start Dates of the Quote Lines.
* Each Order generated will correspond to a unique Start Date.
* Key Salesforce CPQ Features:
* Order By Field: This field on the Quote allows CPQ specialists to specify the criteria for splitting orders. By selecting the SBQQ__StartDate__c field, orders will be created based on the Start Dates of Quote Lines.
* Ordered Checkbox: Setting this to True ensures that the Quote Lines are converted into Orders during the ordering process.
* Step-by-Step Configuration:
* Navigate to the Quote in Salesforce CPQ.
* Locate the Order By picklist field and set its value to SBQQ__StartDate__c. This ensures Quote Lines are grouped by their Start Dates for Order generation.
* Check the Ordered checkbox on the Quote to mark it ready for Order generation.
* Expected Outcome:
* When the Orders are generated, CPQ will create separate Order records for each unique Start Date present in the Quote Lines.
* Validation and Testing:
* Create a Quote with multiple Quote Lines having different Start Dates.
* Process the Quote through the Ordering process to verify separate Orders are created for each Start Date.
* References:
* This approach is aligned with Salesforce CPQ's guidelines for managing multi-start date Orders and can be verified under "Guidelines for Splitting Orders" in the official Salesforce CPQ documentation.