A Nextian CPQ quote can include multiple quote line items (QLIs) of the following types:
| Line Item Type | Description | Compound Line Item* | Applicable to subscription services | Applicable to ‘widget’ products |
|---|---|---|---|---|
| New | Create a brand-new service or deliver a widget | N | Y | Y |
| Change Service Add-Ons | Add/remove multiple add-ons on an existing service | N | Y | N |
| Cancel | Cancel (disconnect) an existing service | N | Y | N |
| Replace | Cancel an existing service replacing it with a newly created one | Y | Y | N |
| Re-Term | Change service term with an optional re-rate | N | Y | N |
| Service Request | Service work request resulting in a non-recurring service charge only | N | Y | N |
*A quote line item acting on an old and a new service. Currently Nextian supports one compound line item type: Replace which indicates a replacement of and old service with a new one.
| Important | Nextian quote line items type are not implemented as record types, but rather as picklist values. |
Change Service Add-Ons
This line items type enables adding and/or removing add-ons on an existing service, for example:
QLI-1: Change Service Add-Ons SERVICE-100
Add: OoS
Add: Static IP/29
Remove: Static IP/30
| Important | This is different than quoting New services with add-ons — it is a change of add-ons on an existing service. |
Cancel
Cancels an existing service (this operation is also a.k.a. as ‘disconnect’ in some industries such as telecommunications).
A service cancellation can occur only once within a single quote (as there may be multiple variants of a quote with identical line items, but only one will eventually win); this includes a cancel part of replace so it is impossible to create quotes like:
QLI-1: Cancel SERVICE-100 QLI-2: Cancel SERVICE-100
or
QLI-1: Cancel SERVICE-100
QLI-2: Replace
New B-INTERNET-100
Cancel SERVICE-100
Replace
- Requested Date is mandatory, as the service team needs to know when the switchover should take place
- The One Time Charge (or Non-recurring revenue) is taken as a summary of new and cancel charges for respective products. Either part can be marked up or discounted on a quote
Re-Term
- Re-term involves a term change (e.g., from 12 months to 36 months, or from month-to-month to 12 months) with an effective date, which may or may not involve re-pricing of the service (i.e., MRR change)
- Re-terms have their own, corresponding price book entries (“Re-term” price book entry type)
- A re-term operation may, or may not involve a service/processing fee (i.e., a non-recurring charge), which is pulled from the price book entry
- Terms available for re-term are also pulled from the price book entry, i.e., if a product only has two price book entries for “Re-Term” for 12 and 18 months, these values will be displayed as selection when building a quote
- For MRR impact, only MRR Uptick/Downtick is calculated as initial MRR (i.e., then current service MRR) minus new MRR (from the price book entry). It might be negative due to revenue compression or longer term replacing a shorter one
- Renewal type can also be changed in a re-term. The default value comes from the price book entry; however, it can be changed by a user (it does not have any impact on cost & pricing)
Service Request
- Involves one-time profit/margin only
- Recurring profit / margin does not apply, those quote sections are empty
- Can be associated on a service or not (e.g., a network audit vs. a service audit), depending on product metadata
