Insert Calculated Field in the Amending Agreement

Aug 6th, 2022
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How to Insert Calculated Field in the Amending Agreement

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now the next thing we are going to do is calculated fields calculated fields are fields or columns in your pivot table that are created out of formulas so lets say im going to start again with this raw data that we have im going to insert pivot table as usual you just have to decide if you want a new worksheet or an existing worksheet click ok and now you have this lets say i want to put the packages again under rows and then i also want to put the amount under values and then so as the tax under values then we also want to add lets say the salesperson under package so we have something like this now what if i want to deduct the tax from the amount or the net amount i want to deduct the amount less taxes and produce it as another column in my pivot table now you dont have to copy this pivot table in a different worksheet and then just calculate from that copied or pasted data pivot tables can accept calculations heres how first you select any cell in your pivot table so the anal

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Amend Your Assets Make sure that your account has an asset-based renewal method. Click Amend Assets on your account. Salesforce CPQ displays the Asset Selection page. Select the assets you want to amend and click Amend. Amend your quote as needed, and then click Save.
Contract modification means any changes in the terms or provisions of the Contract which are reduced to writing and fully executed by both parties. Amendment means a written agreement, signed by the Parties, which documents changes to the Contract other than those permitted by Work Orders or Technical Guidance Letters.
To renew contracts from your account, go to your accounts Contracts related list, select all the contracts to renew, and then click Renew Contracts. Salesforce CPQ asks you to pick a master contract. The renewal quote inherits its end date from the master contracts end date.
Amend a Contract from an Opportunity Create an opportunity for the amendment. From the opportunity, click Amend Contract. Choose a contract, and then click Select. Review your subscriptions, and then click Amend. Adjust the quantity of the quote lines from your original quote or add products, and then save your changes.
How to create a contract amendment Pinpoint what you want to change or add. Look at your contract and write down the parts you need to change. Date and title the new amendment. Next, add the current date and the title and date of the original agreement to the document. Draft and describe the changes. Finalize the changes.
Create an Add-On Opportunity In Salesforce Classic, go to your account and set the contract co-termination fields to allow users to create add-on quotes. On the same account, find the contract that you want to co-terminate with. Create an opportunity on your account.
Renew from the Contract Record Make sure that your account has a contract-based renewal model. Click Renewal Forecast on your contract, and then save your changes. Salesforce CPQ creates a renewal opportunity on your account. Click Renewal Quoted on your contract.
To create an amendment quote, click Amend on your contract or Amend Contract on your opportunity. Salesforce CPQ creates an amendment opportunity and amendment quote. The amendment quote contains all the products from the order you contracted. You can adjust the quantities of these products or add new products.

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