| name | kugamon-full-qtc-submgmt |
| description | Manage the full Kugamon Quote-to-Cash lifecycle in Salesforce — opportunities, quotes, orders, invoices, payments, shipments, and assets, which uses the kugo2p namespace (Kugamon Quote to Cash). And optionally Managed the full Kugamon Subscription Billing lifecycle in Salesforce - opportunities, quotes, orders, invoices, payments, shipments, contracts, subscriptions, and assets, which requires the kuga_sub namespace (Kugamon Subscription Management). Detects which packages are installed and adapts accordingly. Use when users request operations on any Kugamon object. |
| version | 0.2.7 |
| status | Beta |
Kugamon Use Cases:
Full lifecycle skill for Kugamon RevOps for Salesforce
CPQ Flow: Opportunity → Quote → Order → (Order Release) → Asset
Full lifecycle skill for Kugamon Quote to Cash, which is a combination of CPQ and Billing functions
Q2C Flow: Opportunity → Quote → Order → (Order Release) → Asset + Shipment → Invoice → Payment
Full lifecycle skill for Kugamon Subscription Management, which is a combination of CPQ and Subscription Management functions
SubMgmt Flow: Opportunity → Quote → Order → (Order Release) → Asset + Contract + Subscription + Renewal Opportunity
Full lifecycle skill for Kugamon Subscription Billing, which is combination of all Quote to Cash and Subscription Management functions
SB Flow: Opportunity → Quote → Order → (Order Release) → Asset + Shipment + Contract + Subscription + Renewal Opportunity → Invoice → Payment
Package Detection
FIRST STEP: Always detect which packages are installed.
Check if kuga_sub__Renew__c exists on OpportunityLineItem by describing the object's fields via the connected Salesforce MCP or API.
HAS_KUGA_SUB = true → kuga_sub package is installed (subscription management, contracts, assets, renewals)HAS_KUGA_SUB = false → only kugo2p (Q2C only, no subscription lifecycle)
This flag controls revenue classification, line-item separation, and whether Order Release creates contracts/assets/subscriptions.
⚠️ CRITICAL: Opportunity Pipeline Forecasting Field
When HAS_KUGA_SUB = true (Kugamon Subscription Management is installed), ALWAYS use kuga_sub__Amount__c for Opportunity pipeline forecasting. DO NOT use the standard Salesforce Amount field.
Why this matters
The standard Amount field on Opportunity is unreliable in subscription orgs — it can be configured to display MRR, ACV, TCV, or some other value, and the meaning varies by org and even by opportunity. Using it for forecasting will produce incorrect pipeline numbers.
kuga_sub__Amount__c is a Roll-Up SUM field maintained by the Kugamon Subscription Management package. It aggregates the correct revenue values from OpportunityLineItems and is the authoritative figure for pipeline reporting in subscription orgs.
Rules
HAS_KUGA_SUB = true → use kuga_sub__Amount__c for all pipeline forecasts, revenue reports, dashboards, and aggregate opportunity-level reporting. Never substitute the standard Amount field.HAS_KUGA_SUB = false → use the standard Amount field as normal (the kuga_sub__* fields don't exist).- When a user asks about "opportunity amount," "pipeline value," or "forecast" in a subscription org, default to
kuga_sub__Amount__c and briefly explain why.
- When building SOQL queries, reports, or list views for pipeline in a subscription org, select
kuga_sub__Amount__c — not Amount.
Quick example
SELECT Id, Name, kuga_sub__Amount__c
FROM Opportunity
WHERE IsClosed = false
SELECT Id, Name, Amount
FROM Opportunity
WHERE IsClosed = false
See Appendix B: Amount Fields Guide for detailed field-by-field reference and comparison rules.
Org-Specific Setup
NEVER hardcode Record Type IDs. Always query dynamically:
SELECT Id, Name, SObjectType, DeveloperName
FROM RecordType
WHERE SObjectType IN (
'kugo2p__SalesQuote__c', 'kugo2p__SalesOrder__c',
'kugo2p__Payment_Profile__c', 'kugo2p__Processor_Connection__c',
'kugo2p__Payment_Method__c', 'Opportunity'
)
AND IsActive = true
ORDER BY SObjectType, Name
Cache results for the session. Map by name: Opportunity "New" → Quote "New" → Order "New", etc.
Object Model Overview
kugo2p Objects (Kugamon Quote to Cash — ~50 custom objects)
Quote Stage:
kugo2p__SalesQuote__c (~95 fields) — master quotekugo2p__SalesQuoteServiceLine__c (~89 fields) — recurring service lineskugo2p__SalesQuoteProductLine__c (~76 fields) — one-time product lineskugo2p__SalesQuoteOptionalLine__c (~16 fields) — optional upsell lineskugo2p__SalesQuoteAdditionalChargeCredit__c (~34 fields) — surcharges/discountskugo2p__QuoteLineGroup__c (~14 fields) — line grouping
Order Stage:
kugo2p__SalesOrder__c (~110 fields) — master orderkugo2p__SalesOrderServiceLine__c (~108 fields) — recurring service order lineskugo2p__SalesOrderProductLine__c (~105 fields) — one-time product order lineskugo2p__SalesOrderAdditionalChargeCredit__c (~39 fields) — surcharges/discountskugo2p__OrderLineGroup__c (~13 fields) — line grouping
Invoice Stage:
kugo2p__KugamonInvoice__c (~73 fields) — invoicekugo2p__KugamonInvoiceLine__c (~47 fields) — invoice line itemskugo2p__KugamonInvoiceAdditionalChargeCredit__c (~39 fields) — invoice adjustmentskugo2p__OrderInvoiceRelationship__c (~15 fields) — order-to-invoice linkkugo2p__InvoiceSchedule__c (~15 fields) — recurring invoice generation
Payment Stage:
kugo2p__PaymentX__c (~71 fields) — payment recordskugo2p__AppliedPayment__c (~22 fields) — payment-to-invoice allocationkugo2p__Processor_Connection__c (~52 fields) — gateway configs (Stripe, AuthNet, PayPal, eWay)kugo2p__Payment_Method__c (~32 fields) — payment method definitionskugo2p__Payment_Profile__c (~57 fields) — customer payment profiles
Fulfillment Stage:
kugo2p__Shipment__c (~31 fields) — shipment recordskugo2p__ShipmentLine__c (~27 fields) — shipment line itemskugo2p__ServiceDeliverySchedule__c (~30 fields) — service delivery trackingkugo2p__Carrier__c (~11 fields) — shipping carrierskugo2p__Warehouse__c (~17 fields) — warehouse/inventory locations
Product & Pricing:
kugo2p__AdditionalProductDetail__c (~64 fields) — extended product metadata (Service flag, weight, dimensions, tax, etc.)kugo2p__AccountPricing__c (~26 fields) — customer-specific pricing overrideskugo2p__TieredPricing__c (~16 fields) — volume/tiered pricing headerskugo2p__Tier__c (~12 fields) — individual tier definitionskugo2p__ProductCost__c (~11 fields) — product cost trackingkugo2p__AdditionalChargeCredit__c (~29 fields) — reusable charge/credit templateskugo2p__ProductCatalog__c (~19 fields) — product catalogkugo2p__ProductCategory__c — product categorieskugo2p__ProductCategoryProduct__c — category-product junction
Configuration & Bundles:
kugo2p__ConfigurationGroup__c (~16 fields) — product configuration groupskugo2p__ConfigurationOption__c (~27 fields) — configuration optionskugo2p__KitBundleMember__c (~15 fields) — kit/bundle components
Tax:
kugo2p__TaxLocation__c (~15 fields) — US tax jurisdictionskugo2p__TaxRate__c (~13 fields) — US tax rateskugo2p__VAT__c (~12 fields) — international VAT definitionskugo2p__VATRate__c (~15 fields) — VAT rates
Account:
kugo2p__AdditionalAccountDetail__c (~44 fields) — extended account metadata
Settings:
kugo2p__KugamonSetting__c (~78 fields) — master org-wide settingskugo2p__Settings__c (~19 fields) — additional settings
Utility:
kugo2p__Favorite__c, kugo2p__FavoriteMember__c, kugo2p__FavoriteShare__ckugo2p__Shopping_Cart_Item__c (~21 fields)
kuga_sub Objects (Kugamon Subscriptions — only when HAS_KUGA_SUB = true)
Custom Objects:
kuga_sub__Subscription__c (34 fields) — the subscription record linking orders to contracts
Fields added to standard objects by kuga_sub:
On Product2 (4 fields):
kuga_sub__Renewable__c (Checkbox) — drives the "Renewable" prefix on Product setup labels (e.g. in the Product Snapshot LWC) and triggers Renewal Opportunity creation on Order Release. Does NOT itself create a Subscription.kuga_sub__RenewalProduct__c (Lookup Product) — substitute product for renewal quoteskuga_sub__Track__c (Checkbox, label: "Create Subscription") — when true AND the line lands on an Order Service Line (kugo2p__SalesOrderServiceLine__c, i.e. APD.kugo2p__Service__c = true), the Order Service Line trigger generates a kuga_sub__Subscription__c on Order Release. Order Product Lines never generate Subscriptions, regardless of this flag.kuga_sub__UpliftRenewalPrice__c (Checkbox) — apply price uplift percentage on renewal
Asset creation is separate and Product-only. APD field kugo2p__AdditionalProductDetail__c.kugo2p__CreateAsset__c drives Asset creation, and only Order Product Lines (kugo2p__SalesOrderProductLine__c) generate Assets. Order Service Lines never generate Assets. Note: kugo2p namespace, on APD.
On OpportunityLineItem (18 fields):
kuga_sub__Renew__c (Checkbox) — CRITICAL: marks line as recurring vs. one-timekuga_sub__ARR__c, kuga_sub__MRR__c, kuga_sub__NonRecurringRevenue__c — calculated revenuekuga_sub__ServiceTerm__c, kuga_sub__UnitofTerm__c — term length and unitkuga_sub__DateServiceEnd__c — service end datekuga_sub__NetAmount__c, kuga_sub__TotalAmount__c, kuga_sub__ListAmount__c — amountskuga_sub__Service__c (Formula) — whether line is a servicekuga_sub__ARRForecast__c, kuga_sub__LineTerm__c — forecastingkuga_sub__DiscountSalesPrice__c, kuga_sub__EffectiveDiscount__c — discount trackingkuga_sub__NonUpliftSalesPrice__c, kuga_sub__UpliftRenewalPrice__c — renewal pricingkuga_sub__ServiceTermBehavior__c — term behavior picklist
On Opportunity (19 fields):
kuga_sub__MonthlyRecurringRevenue__c (Roll-Up SUM)kuga_sub__AnnualRecurringRevenueCommitted__c (Roll-Up SUM)kuga_sub__NonRecurringRevenue__c (Roll-Up SUM)kuga_sub__AnnualContractValueInitial__c (Formula: NonRecurring + ARR)kuga_sub__TotalContractValue__c (Formula)kuga_sub__Amount__c (Roll-Up SUM)kuga_sub__AnnualRecurringRevenueForecast__c, kuga_sub__ExpectedRevenue__c, kuga_sub__OpportunityAmount__c (Formulas)kuga_sub__ContractEndDate__c, kuga_sub__ParentContractEndDate__c (Formula Date)kuga_sub__DateRequired__c (Roll-Up MIN), kuga_sub__ServiceDateExpires__c (Roll-Up MAX)kuga_sub__ParentContract__c (Lookup Contract), kuga_sub__ParentOrder__c (Lookup Order)kuga_sub__AutoEmailRenewalOrder__c (Checkbox), kuga_sub__AutoRenewedOrder__c (Lookup Order)kuga_sub__RenewalOrderAutoCreationDate__c (Date), kuga_sub__RenewalPriceUpliftPercent__c (Percent)
On kugo2p__SalesOrder__c (16 fields — ORDER RELEASE controls):
kuga_sub__GenerateContract__c (Checkbox) — create Contract on releasekuga_sub__GenerateAsset__c (Checkbox) — create Assets on releasekuga_sub__GenerateSubscription__c (Checkbox) — create Subscriptions on releasekuga_sub__GenerateRenewalOpportunity__c (Checkbox) — create Renewal Opportunity on releasekuga_sub__ContractNumber__c (Lookup Contract), kuga_sub__ParentContract__c (Lookup)kuga_sub__RenewalOpportunity__c (Lookup Opportunity)kuga_sub__ContractEndDate__c, kuga_sub__ParentContractEndDate__c, kuga_sub__RenewalEndDate__c (Formulas)kuga_sub__RenewableProductsCount__c, kuga_sub__RenewableServicesCount__c (Roll-Ups)kuga_sub__TrackableProductsCount__c, kuga_sub__TrackableServicesCount__c (Roll-Ups)kuga_sub__ServiceDateExpires__c (Roll-Up MAX)kuga_sub__UpdateContractContacts__c (Multi-Select Picklist)
On kugo2p__SalesQuote__c (2 fields):
kuga_sub__ContractEndDate__c (Formula), kuga_sub__ContractNumber__c (Lookup Contract)
On kugo2p__SalesOrderServiceLine__c (2 fields):
kuga_sub__Renew__c (Checkbox) — revenue classification (recurring vs one-time). See Appendix D.kuga_sub__Track__c (Checkbox, label: "Create Subscription") — when true on an Order Service Line, the Order Service Line trigger generates a Subscription on Order Release. Propagated from Product2.kuga_sub__Track__c.
Order Service Lines generate Subscriptions (via the rule above) but never Assets.
On kugo2p__SalesOrderProductLine__c (2 fields):
kuga_sub__Renew__c (Checkbox) — revenue classification (recurring vs one-time)kuga_sub__Track__c (Checkbox, label: "Create Subscription") — present on product lines but has no effect: Order Product Lines never generate Subscriptions on Order Release.
Order Product Lines generate Assets (when the related APD.kugo2p__CreateAsset__c = true) but never Subscriptions. Asset creation is driven by the Order Product Line trigger, not the Order Service Line trigger.
On kugo2p__SalesQuoteServiceLine__c (1 field):
kuga_sub__Renew__c (Checkbox)
On kugo2p__SalesQuoteProductLine__c (1 field):
kuga_sub__Renew__c (Checkbox)
On Contract (21 fields):
kuga_sub__AnnualRecurringRevenue__c, kuga_sub__MonthlyRecurringRevenue__c (Roll-Up SUM Subscription)kuga_sub__TotalSubscriptionAmount__c, kuga_sub__TotalSubscriptionCount__c, kuga_sub__TotalSubscriptionQuantity__c (Roll-Ups)kuga_sub__SubscriptionStartDate__c (Roll-Up MIN), kuga_sub__SubscriptionEndDate__c (Roll-Up MAX)kuga_sub__AnnualRecurringRevenueForecast__c (Formula)kuga_sub__Effective__c (Formula Checkbox) — is contract currently activekuga_sub__Expanded__c (Checkbox) — has been expandedkuga_sub__ContractRenewalNoticeDate__c (Formula), kuga_sub__SendRenewalNoticeToday__c (Formula)kuga_sub__LastRenewalNoticeSentDate__c (Date)kuga_sub__AutoEmailRenewalNotice__c, kuga_sub__AutoEmailRenewalOrder__c (Checkboxes)kuga_sub__RenewalOpportunity__c (Lookup Opportunity), kuga_sub__RenewalTerm__c (Number)kuga_sub__Pricebook2Id__c (Lookup Pricebook)kuga_sub__ContactBuying__c, kuga_sub__ContactBilling__c, kuga_sub__ContactShipping__c (Lookups)
On Asset (4 fields):
kuga_sub__ContractNumber__c (Lookup Contract)kuga_sub__ParentSubscription__c (Lookup Subscription)kuga_sub__ParentLine__c (Formula)kuga_sub__Renew__c (Formula Checkbox)
Apex Triggers
kugo2p Triggers (34)
| Trigger | Object | Purpose |
|---|
| SalesQuoteTrigger | SalesQuote__c | Quote lifecycle (status, totals, numbering) |
| SalesQuoteServiceLineTrigger | SalesQuoteServiceLine__c | Service line calculations |
| SalesQuoteProductLineTrigger | SalesQuoteProductLine__c | Product line calculations |
| SalesQuoteOptionalLineTrigger | SalesQuoteOptionalLine__c | Optional line handling |
| SalesQuoteACCTrigger | SalesQuoteAdditionalChargeCredit__c | Quote charge/credit calcs |
| SalesOrderTrigger | SalesOrder__c | Order lifecycle (status, totals, invoice gen) |
| SalesOrderServiceLineTrigger | SalesOrderServiceLine__c | Service order line calcs |
| SalesOrderProductLineTrigger | SalesOrderProductLine__c | Product order line calcs |
| SalesOrderACCTrigger | SalesOrderAdditionalChargeCredit__c | Order charge/credit calcs |
| InvoiceTrigger | KugamonInvoice__c | Invoice lifecycle |
| InvoiceLineTrigger | KugamonInvoiceLine__c | Invoice line calcs |
| InvoiceACCTrigger | KugamonInvoiceAdditionalChargeCredit__c | Invoice charge/credit calcs |
| PaymentXTrigger | PaymentX__c | Payment processing |
| AppliedPaymentTrigger | AppliedPayment__c | Payment-to-invoice allocation |
| PaymentMethodTrigger | Payment_Method__c | Payment method validation |
| PaymentProfileTrigger | Payment_Profile__c | Profile management |
| PaymentSettingTrigger | Settings__c | Payment settings validation |
| ProcessorConnectionTrigger | Processor_Connection__c | Processor connection mgmt |
| ShipmentTrigger | Shipment__c | Shipment lifecycle |
| ShipmentLineTrigger | ShipmentLine__c | Shipment line tracking |
| ServiceDeliveryScheduleTrigger | ServiceDeliverySchedule__c | Service delivery tracking |
| OpportunityTrigger | Opportunity | Opp-to-Kugamon sync |
| AccountTrigger | Account | Account data sync |
| AdditionalAccountDetailTrigger | AdditionalAccountDetail__c | Account metadata sync |
| AdditionalProductDetailTrigger | AdditionalProductDetail__c | Product metadata sync |
| Product2Trigger | Product2 | Product sync to AdditionalProductDetail |
| AccountPricingTrigger | AccountPricing__c | Customer pricing validation |
| ProductCostTrigger | ProductCost__c | Cost tracking |
| ProductCatalogTrigger | ProductCatalog__c | Catalog management |
| ProductCategoryTrigger | ProductCategory__c | Category management |
| ConfigurationGroupTrigger | ConfigurationGroup__c | Product configuration |
| KugamonSettingTrigger | KugamonSetting__c | Settings validation |
| LeadTrigger | Lead | Lead conversion handling |
| TaskTrigger | Task | Task automation |
kuga_sub Triggers (14 — only when HAS_KUGA_SUB = true)
| Trigger | Object | Purpose |
|---|
| Opportunities | Opportunity | Subscription revenue roll-ups, renewal opp linking |
| Quote | SalesQuote__c | Contract linking on renewal quotes |
| QuoteServiceLine | SalesQuoteServiceLine__c | Renew flag propagation to quote lines |
| QuoteProductLine | SalesQuoteProductLine__c | Renew flag propagation to quote lines |
| Order | SalesOrder__c | Order Release: generates Contract, Asset, Subscription, Renewal Opp |
| OrderServiceLine | SalesOrderServiceLine__c | Renew/Track flag handling, subscription creation |
| OrderProductLine | SalesOrderProductLine__c | Renew/Track flag handling, asset creation |
| Contracts | Contract | Subscription roll-ups, renewal notice scheduling |
| Asset | Asset | Contract/subscription linking |
| Subscription | Subscription__c | Subscription lifecycle management |
| Product | Product2 | Renewable/Track flag sync |
| AdditionalAccountDetail | AdditionalAccountDetail__c | Account subscription data sync |
| KugamonSetting | KugamonSetting__c | Subscription settings sync |
| ShipmentLine | ShipmentLine__c | Asset tracking on shipment |
Apex Class Logic
kuga_sub Architecture
All kuga_sub triggers use a TriggerHandler base class pattern with overridable methods: beforeInsert, afterInsert, beforeUpdate, afterUpdate, beforeDelete, afterDelete. Each trigger instantiates its handler and calls handler.run().
Central orchestration class: KugamonHelper — contains all core business logic as static methods. Trigger handlers are thin dispatchers that call into KugamonHelper.
Security: All DML operations use SecurityUtil.stripInaccessibleFromDML() for FLS enforcement.
Order Release Coordination
The most critical architectural pattern in kuga_sub. Three triggers (Order, ServiceLine, ProductLine) coordinate via static flags to ensure Order Release operations run exactly once regardless of trigger execution order.
Static coordination flags on KugamonHelper:
hasRenewableProducts / hasRenewableServices — set by product/service line afterUpdate triggersprocessedContract / processedSubscription — prevent duplicate processingprocessedProductLineAfterUpdateTrigger / processedServiceLineAfterUpdateTrigger — track which line triggers have firedmapNewContractOrders — shared map of orders needing processing, populated by SalesOrderTriggerHandler
Execution flow when Order status changes:
- SalesOrderTriggerHandler.afterUpdate detects status change, populates
mapNewContractOrders, calls createContract → createSubscription → createRenewalOpportunity
- Contract/Subscription creation updates order line items, which fires ServiceLine and ProductLine afterUpdate triggers
- Line triggers check
mapNewContractOrders — if populated and their counterpart has already fired, they call createContract → createSubscription → createRenewalOpportunity again
- The
processedContract / processedSubscription flags prevent duplicate execution
Key setting: InitiateOrderSubscriptionManagement__c on kuga_sub__SubscriptionSetting__c controls WHEN Order Release fires:
"Approve/Release" — fires when order status changes to Approved AND Released"Release" — fires only when order status changes to Released
KugamonHelper Key Methods
Order Release Methods
| Method | Purpose |
|---|
createContract(map<Id, SalesOrder__c>) | Creates Contract from Order. Sets ContractTerm, StartDate, EndDate from order line dates. Copies contacts per UpdateContractContacts__c multi-select. If ExtendContractonRenewal__c = true for Renewal orders, extends existing contract instead of creating new one. Links contract back to order via ContractNumber__c |
createSubscription(map<Id, SalesOrder__c>) | Creates Subscription records from order lines where Renew__c = true. Sets MRR, ARR, NetAmount, TotalAmount, ServiceTerm, dates. Links to Contract, Account, Order, Product. Also creates Assets from lines where Track__c = true |
createRenewalOpportunity(set<Id> orderIds) | Creates Renewal Opportunity with matching RecordType. Copies line items from order to new opp as OpportunityLineItems. Sets ParentContract__c and ParentOrder__c on the renewal opp. Returns List<OrderRenewalOpportunity> wrapper |
Cancellation / Un-Release Methods
| Method | Purpose |
|---|
deActivateOrderContracts(set<Id>) | When order is cancelled/un-released: deletes generated contracts, expires renewal opportunities (sets stage to "Closed Lost"), deactivates subscriptions |
unReleaseUpsellOrders(map<Id, Id>) | Handles un-release of expansion/upsell orders — reverses quantity changes on parent subscriptions |
updateSubscriptionStatus(Set<Id>, String) | Bulk updates subscription status for a set of order IDs |
Renewal and Pricing Methods
| Method | Purpose |
|---|
updateRenewalUpliftSalesPrice(map newOpps, map oldOpps) | When a Renewal opportunity's RenewalPriceUpliftPercent__c changes, recalculates UnitPrice on all OLIs by applying uplift to NonUpliftSalesPrice__c |
updateRenewalOrderContractPriceBook(map newOrders, map oldOrders) | When Renewal order's pricebook changes, syncs back to parent Contract's Pricebook2Id__c |
updateContractOpptyServiceTerm(map<Id, decimal>) | Updates ServiceTerm on opportunity line items when contract renewal term changes |
deleteOLISchedule(set<Id>) | Deletes OpportunityLineItemSchedule records when renewal pricing changes |
Line Item and Flag Propagation Methods
| Method | Purpose |
|---|
updateRenewandServiceTerm(list<SObject>, boolean isService) | On order line beforeInsert: propagates Renew__c from quote line to order line. Sets ServiceTerm and UnitofTerm. If no quote line link, falls back to Product2's Renewable__c flag |
updateExpansionKitMemberServiceEndDate(list<ServiceLine>) | For Expansion orders: adjusts service end dates on kit member lines to align with the parent kit line's end date |
setAssetDetails(list<Asset>) | beforeInsert on Asset: links asset to Contract and Subscription via ContractNumber__c and ParentSubscription__c |
updateSubscriptionDetails(list<Asset>) | afterInsert on Asset: updates the parent Subscription's ParentAsset__c to point back to the newly created asset |
Matching Utility
| Method | Purpose |
|---|
getOLIKey(orderId, productId, price, discount, description, configOptionId, startDate) | Generates a composite key for matching Subscriptions to OpportunityLineItems. Used by SubscriptionTriggerHandler when cancelling subscriptions to find and reduce/delete corresponding renewal OLIs |
Trigger Handler Behaviors
SalesOrderTriggerHandler
- beforeInsert: Sets RecordType from linked Quote or Opportunity. For Expansion/Renewal: copies
ContractNumber__c from Quote. Calls setOrderDetails which auto-calculates GenerateContract__c, GenerateAsset__c, GenerateSubscription__c, GenerateRenewalOpportunity__c based on whether line items have Renew/Track flags
- afterUpdate: Detects Order status change → triggers Order Release chain (createContract → createSubscription → createRenewalOpportunity). On cancellation/un-release → calls
deActivateOrderContracts to reverse all generated records
SalesQuoteTriggerHandler
- beforeInsert: Sets RecordType from linked Opportunity's RecordType. For Expansion/Renewal quotes when
ExtendContractonRenewal__c is enabled: auto-sets ContractNumber__c and copies contacts (ContactBilling, ContactBuying, ContactShipping) from the Contract
ContractTriggerHandler
- beforeInsert/Update: Validates single active contract per account (unless
AllowMultipleActiveContracts__c = true). Auto-calculates ContractTerm from StartDate and EndDate
- beforeUpdate:
setContactDetails syncs billing/shipping addresses from Contact records to Contract address fields. Validates required address fields are populated
- afterUpdate — Activation: When contract activates, syncs
IsActive__c on all child Subscriptions
- afterUpdate — Cancellation: When contract is cancelled, cancels all child Subscriptions (sets
Status__c = 'Cancelled') and closes the linked Renewal Opportunity (stage → "Closed Lost")
- afterUpdate: Syncs
AutoEmailRenewalOrder__c flag changes to the linked Renewal Opportunity
SubscriptionTriggerHandler
- beforeInsert/Update: Syncs
IsActive__c (editable) with Active__c (formula) to keep them aligned
- afterUpdate — Cancellation: When a subscription is cancelled, finds matching OLIs on the Renewal Opportunity using
getOLIKey. Reduces quantity on the matching OLI by the subscription's quantity. If resulting quantity ≤ 0, deletes the OLI entirely
OpportunityTriggerHandler
- beforeUpdate: Validates currency match for Expansion/Renewal opportunities — the opp's CurrencyIsoCode must match the parent Contract's currency. Prevents currency mismatch errors
- afterUpdate: When
RenewalPriceUpliftPercent__c changes on a Renewal opp, triggers updateRenewalUpliftSalesPrice to recalculate all line item prices
AssetTriggerHandler
- beforeInsert: Calls
KugamonHelper.setAssetDetails — links asset to Contract and Subscription
- afterInsert: Calls
KugamonHelper.updateSubscriptionDetails — sets ParentAsset__c on the subscription
SalesOrderServiceLineTriggerHandler
- beforeInsert: Sets ListPrice from PricebookEntry. Propagates
Track__c from AdditionalProductDetail.ReferenceProduct.Track__c. Propagates Renew__c from linked quote service line. Calls updateRenewandServiceTerm and updateExpansionKitMemberServiceEndDate
- afterUpdate: Sets
processedServiceLineAfterUpdateTrigger = true, then conditionally calls Order Release chain if mapNewContractOrders is populated
SalesOrderProductLineTriggerHandler
- beforeInsert: Same pattern as service line handler.
Track__c from AdditionalProductDetail.CreateAsset. Propagates Renew__c from linked quote product line
- afterUpdate: Sets
processedProductLineAfterUpdateTrigger = true, then conditionally calls Order Release chain
Scheduled Batch Jobs
Three scheduleable batch classes handle automated lifecycle operations:
| Batch Class | Schedule | Purpose |
|---|
ContractRenewalNoticeBatcher | Daily recommended | Sends renewal notice emails to contracts where SendRenewalNoticeToday__c = true. Uses email template from SubscriptionSetting__c.ContractRenewalEmailTemplateName__c. Updates LastRenewalNoticeSentDate__c after sending |
RenewalOrderBatcher | Daily recommended | Creates Renewal Orders from Renewal Opportunities where RecordType = 'Renewal' and RenewalOrderAutoCreationDate__c <= today. Creates kugo2p__SalesOrder__c with Renewal record type, copies contacts from Contract (falls back to AdditionalAccountDetail), splits line items into service/product lines based on Service__c flag |
SubscriptionBatcher | Periodic | Syncs IsActive__c (editable checkbox) with Active__c (formula) on Subscriptions where they have diverged. Safety net to keep these fields aligned |
Key Settings That Drive Behavior
These fields on kuga_sub__SubscriptionSetting__c control critical behavior:
| Setting Field | Values | Effect |
|---|
InitiateOrderSubscriptionManagement__c | "Approve/Release" or "Release" | Controls WHEN Order Release fires — on approval+release or release only |
ExtendContractonRenewal__c | Checkbox | If true, Renewal orders extend existing contract end date instead of creating a new contract |
AllowMultipleActiveContracts__c | Checkbox | If true, allows multiple active contracts per account. If false, ContractTriggerHandler enforces single active contract |
ContractRenewalEmailTemplateName__c | Text | Email template API name for renewal notice emails sent by ContractRenewalNoticeBatcher |
Order Release Trigger Map
Three independent triggers drive what's created on Order Release. Crucially, Subscriptions only come from Order Service Lines and Assets only come from Order Product Lines — the two are split by line-object, not by flag alone.
SUBSCRIPTION (Order Service Line trigger only)
─────────────
Product2.kuga_sub__Track__c (label: "Create Subscription")
└─ propagates → OLI / QuoteLine / OrderLine .kuga_sub__Track__c
└─ on Order Release, when the line is a Service
(lands on kugo2p__SalesOrderServiceLine__c; APD.Service__c = true):
└─→ Order Service Line trigger creates a Subscription
└─ on Order Product Lines: no Subscription, ever
ASSET (Order Product Line trigger only)
─────
kugo2p__AdditionalProductDetail__c.kugo2p__CreateAsset__c
└─ on Order Release, when the line is a Product
(lands on kugo2p__SalesOrderProductLine__c; APD.Service__c = false):
└─→ Order Product Line trigger creates an Asset
└─ on Order Service Lines: no Asset, ever
RENEWAL OPPORTUNITY (any line)
───────────────────
Product2.kuga_sub__Renewable__c
└─ on Order Release, if true on any line's product (service or product):
└─→ Renewal Opportunity created
└─ also drives the "Renewable" prefix on the Product Snapshot LWC
Separate concept — revenue classification, not Subscription creation: kuga_sub__Renew__c on OpportunityLineItem / Quote Lines / Order Lines is a different field that classifies revenue as recurring (MRR/ARR) vs one-time (NonRecurringRevenue). It does NOT trigger Subscription creation. See Appendix D: Renew Field Guide for the revenue side.
kugo2p Apex Classes
Below is the architectural overview of key kugo2p Apex classes.
Core Architecture Patterns
Kontroller — Central action router for all Visualforce/LWC button actions. Key design:
Kontroller.logicPath static variable: 'trigger' (default) or 'controller'. When set to 'controller', trigger handlers skip auto-fill logic (e.g., SalesQuoteHelper.fillSalesQuote) so the controller can manage field values directly. This prevents double-processing when records are created programmatically via buttonsDirector() method routes based on action parameter: createSalesQuote, createSalesOrder, createInvoice, updateQuoteStatus, updateOrderStatus, updateInvoiceStatus, deleteInvoice, goToPaymentTerminal, attachPDF, onlineOrderEmail, onlineInvoiceEmail, emailPaymentPDF, createPaymentPDF, emailOrderPDF, emailQuotePDF, emailInvoicePDF, refreshAssets, refreshPayment, cloneSalesQuote (from updateQuoteStatus Won flow)ValidateAccountDetails(Id acctId) — validates billing address and contact exist before quote/order creation. Called by trigger handlers too- Order status flow: Draft → Sent → Approved → Released → Cancelled. Special statuses:
ApproveOrderandPay (approve + immediate payment), Unrelease, CancelApproved, CancelReleased
- Quote Won flow:
updateQuoteStatusToWonAndGenerateOrder() sets quote status to Won, then internally routes to createSalesOrder to auto-generate order
KugamonSyncService — Bidirectional sync between Quotes/Orders and OpportunityLineItems. Implements Queueable for async processing:
syncOpportunity(list<SObject>, map oldHeaders, String objType) — static entry point called from quote/order afterUpdate triggers. Detects changes to IsPrimary, Opportunity, PriceBookName, RecordStatus, DiscountPercent. Only syncs if record is primary (IsPrimary__c = true) and linked to an Opportunity. Enqueues a Queueable job to processsyncOppLines(list<SObject>, map oldLines, String objType, boolean isService) — static entry point called from quote/order line afterAll triggers. Detects changes to Quantity, SalesPrice, LineDiscountPercent, ServiceDate, LineDescription, SortOrder, OpportunityLineItemId, ParentProductLine, ParentServiceLine, ConfigurationOption. Also checks "twin fields" (custom mapped fields between line types). If HAS_KUGA_SUB, also monitors kuga_sub__Renew__c, DateServiceEnd__c, UnitofTerm__cprocessKugamonLines() — core sync method. Creates/upserts OpportunityLineItems from quote/order lines. Maps: Quantity, UnitPrice (calculated via getSalesPrice), Discount, ServiceDate, Description, SortOrder. Copies "twin fields" via Util.copyFields. If HAS_KUGA_SUB: syncs Renew__c, DateServiceEnd__c, ServiceTerm__c, ServiceTermBehavior__c, UnitofTerm__c to OLIdisableOpportunitySync static boolean — can be set to skip sync entirely- Lines with "Exclude from Opportunity Sync" flag are skipped (creates a Task notification)
- Lines with Quantity = 0 are skipped (OLI doesn't support zero quantity)
- Lines with inactive PricebookEntry are skipped
Kugamon — Central caching/retrieval layer providing get/clear/refresh patterns for all Q2C objects: Account, Contact, Opportunity, OLI, Product2, ProductDetail, KitBundleMembers, Pricebook, PricebookEntry, SalesQuote (with all child lines), SalesOrder (with all child lines), Shipment, Invoice, Payment, AppliedPayment, ServiceDeliverySchedule, RecordType, TaxRate, VAT, AdditionalChargeCredit, EmailTemplate. This class is the data access layer — all trigger handlers and helpers query through it for caching
SecurityUtil — All DML operations across the entire package use SecurityUtil.stripInaccessibleFromDML() for FLS enforcement. Delete operations check SecurityUtil.checkObjectIsDeletable()
Helper Classes
| Class | Key Methods |
|---|
| SalesOrderHelper | createSalesOrder (7 overloads: from Account, Contact, Opportunity, Quote, Payment), fillSalesOrder, createSalesOrderLines (from Quote and Opportunity), calculateServiceEndDate, fillKitMemberOrderLines, unReleaseOrder, cancelReleasedOrder, hasOrderInvoice/hasOrderInvoicePayments/hasOrderInvoicePosted, updateShipmentStatus/updateServiceDeliveryStatus/updateAssetStatus/updateOrderInvoiceStatus/updateOrderStatus, cloneSalesOrder, validate, assignPrimaryOrder, CreateAssets/UpdateAssets/DeleteAssets, handleOrderStatusUpdate, syncPriceBook, okayToUpdateReleasedOrder, checkProductSalesLinesSynced |
| SalesQuoteHelper | createSalesQuote, fillSalesQuote, fillSalesQuoteProductLine/fillSalesQuoteServiceLine (multiple overloads with tiered pricing and kit bundles), calculateServiceEndDate (multiple overloads), fillKitMemberQuoteLines, createSalesQuoteLines, getDateAvailableToPromise, cloneSalesQuote, assignPrimaryQuote, handleQuoteStatusUpdate, syncPriceBook |
| GroupHelper | Inner classes LineGroup and LineGroupMember. processProductOrServiceLine/processACCLine/processOptionalLine, createLine, prepareLine/prepare, upsertGroups/upsertLines, getDBGroups, createLineGroupMap, processKitBundleLine, assignKitBundleMembersToLines |
| ProductHelper | CreateProductDetail, MapProductDetail, inner classes ProductTileData/Tier/Subscription, createPricebookEntryMap, getCurrencyCode, buildProductRecords/buildAssetRecords/buildSubscriptionRecords, getAccountIdsByHierarchy, setProductAccountPricingFields, evaluateAccountPricingFilter, getPricebookTieredPricing/getProductTieredPrice, setProductsInContractPricebook, setFavoritedProducts, setProductCostFields, validateAPD |
| InvoiceHelper | createInvoiceSchedule, buildInvoices, createInvoice, updateInvoicedQuantities, updateInvoiceLineAmounts, fillInvoice, handleInvoiceStatusUpdate, getInvoicePOKey |
| PaymentHelper | createPaymentProfile, createInvoicePayment/createOrderPayment/createAccountPayment, matchKugamonPayment, applyInvoicePayments/applyOrderPayments, applyPaymentsToLines, deleteInProcessPayments |
| AccountHelper | MapAccountDetail (creates/upserts AdditionalAccountDetail from Account), updateAccountBalance_Batch, isPersonAccount |
| Util | Type conversion, URL/string processing, record type lookup (getRecordType), field copy (copyFields), sort, multi-currency helpers, email, error handling, getTwinFields (custom field mapping between objects) |
kugo2p Trigger Handler Behaviors
SalesQuoteTriggerHandler
- beforeInsert: Validates pricebook (must have PBE entries matching quote currency). Assigns currency from Pricebook if multi-currency. Generates
OnlineApprovalKey__c random string. Checks Kontroller.logicPath — if 'trigger' (manual creation), calls SalesQuoteHelper.fillSalesQuote to auto-fill defaults
- afterInsert: Copies OpportunityLineItems to quote lines via
SalesQuoteHelper.createSalesQuoteLines. Calls SalesQuoteHelper.assignPrimaryQuote to set IsPrimary
- beforeUpdate: Contact address sync — when ContactBilling/ContactShipping changes, copies Contact's Mailing address → BillTo fields, Other address → ShipTo fields. Discount cascade — when
DiscountPercent__c changes, recalculates LineDiscountAmount__c on ALL child service and product lines. Currency enforcement — prevents currency change if child lines exist. Pricebook validation — prevents pricebook change if child lines exist
- afterUpdate: Cascades ContactShipping, Carrier, Warehouse, Opportunity changes to all child lines. Calls
KugamonSyncService.syncOpportunity for opportunity sync. Calls SalesQuoteHelper.handleQuoteStatusUpdate on status changes
SalesQuoteServiceLineTriggerHandler
- beforeInsert: Fills kit bundle member details from KitBundleMember records. Assigns auto-incrementing SortOrder via aggregate MAX query. Validates pricebook (checks PBE exists for the product, including kit member validation). If
Kontroller.logicPath == 'trigger' (manual creation): auto-fills ServiceName from APD, calculates ServiceEndDate from ServiceTerm, applies "% of Unit Price" logic, enforces currency match with parent quote
- afterAll (insert/update/delete/undelete): Creates kit bundle member lines (both service and product members from KBM records). Rolls up Tax, Discount, VAT amounts to quote header. Syncs kit header quantity changes to member lines. Calls
KugamonSyncService.syncOppLines for opportunity sync
- beforeDelete: Prevents deletion of required kit bundle members. Cascade deletes child kit members
SalesQuoteProductLineTriggerHandler
- beforeInsert: Assigns SortOrder. Validates pricebook (including kit bundle member validation via APD/KBM queries). If
Kontroller.logicPath == 'trigger': fills product line defaults, enforces currency match
- afterAll: Creates kit bundle member lines (can create BOTH product AND service member lines from product header). Tax/Discount/VAT roll-up to quote header. Kit quantity sync. Calls
KugamonSyncService.syncOppLines
- beforeDelete: Prevents required kit member deletion. Cascade deletes child products AND child services
Cross-trigger coordination: TriggerHelper.passedPricebookValidation static flag prevents duplicate pricebook validation when both product and service line triggers fire in the same transaction
SalesOrderTriggerHandler
- beforeInsert: Validates pricebook, assigns currency. Generates OnlineApprovalKey. If
logicPath == 'trigger': calls SalesOrderHelper.fillSalesOrder
- beforeUpdate: Contact address sync (same pattern as quote). Discount cascade. Currency/pricebook enforcement. Validates
okayToUpdateReleasedOrder for released orders. Calls SalesOrderHelper.handleOrderStatusUpdate
- afterInsert/afterUpdate: Copies OLI/quote lines to order lines. Assigns primary order. Cascades ContactShipping/Carrier/Warehouse/Opportunity changes to child lines. Calls
KugamonSyncService.syncOpportunity
- beforeDelete/afterDelete: Validates no invoices exist before deletion. Cleans up related records
SalesOrderServiceLineTriggerHandler
- beforeInsert: Fills kit bundle member details. Assigns SortOrder. Validates pricebook. If
logicPath == 'trigger': fills service name, calculates end date, applies pricing, enforces currency
- afterAll: Kit member creation, tax/discount/VAT roll-up, kit quantity sync, opp line sync via KugamonSyncService
- beforeDelete: Prevents required kit member deletion, cascade delete
SalesOrderProductLineTriggerHandler
- beforeInsert: Assigns SortOrder. Validates pricebook. If
logicPath == 'trigger': fills product defaults, enforces currency
- afterAll: Kit member creation (both product and service members), roll-ups, kit quantity sync, opp line sync
- beforeDelete: Prevents required kit member deletion, cascade delete
OpportunityTriggerHandler
- beforeInsert:
setOpportunityPricebook — if Opportunity has no Pricebook but has an Account with AdditionalAccountDetail, auto-assigns the pricebook from AAD.PricebookName
- afterUpdate:
handleClosedLostOpportunity — when opportunity stage changes to a "Closed Lost" stage name (configurable via Kugamon.closedLostOppStageNames): if AutoClosedLostQuote__c setting is true, sets all Draft/Sent quotes to "Lost". If AutoCancelOrder__c setting is true, sets all Draft/Sent orders to "Cancelled"
AccountTriggerHandler
- afterInsert/afterUpdate:
updateAdditionalAccountDetails — auto-creates or updates AdditionalAccountDetail__c (AAD) record for the account. Syncs Account.Name → AAD.Name. For Person Accounts: sets AAD.Name to FirstName + LastName. Syncs CurrencyIsoCode changes. Uses AccountHelper.hasTriggerExecuted static flag to prevent recursion
Product2TriggerHandler
- afterInsert/afterUpdate:
updateAPDs — auto-creates or updates AdditionalProductDetail__c (APD) from Product2. Syncs IsActive, Name, ProductCode, Description, Family, QuantityUnitOfMeasure, CurrencyIsoCode. Uses TriggerHelper.productUpdated to prevent recursion with APD trigger
- beforeUpdate: Validates Kit/Bundle integrity — blocks product deactivation if product is a member of an active Kit/Bundle. Blocks product activation if it's a Kit/Bundle header with inactive members
- beforeDelete: Cascade deletes APD and TieredPricing records. If product has quote/order/invoice references, blocks deletion with error suggesting deactivation instead
AdditionalProductDetailTriggerHandler
- beforeInsert/beforeDelete/afterUndelete:
validateDuplicateAPD — enforces exactly one APD per Product2. Blocks duplicate creation, blocks deletion if it's the only APD, blocks undelete if another APD already exists
- beforeUpdate: Syncs
ConfigurationMethod__c == 'Kit/Bundle' → sets KitBundle__c = true. Validates Kit/Bundle integrity (same active/inactive member checks as Product2). When changing Service__c from false to true on a Kit/Bundle, deletes product-type KitBundleMembers (service kits can't have product members). Calls ProductHelper.validateAPD
- afterUpdate: Syncs APD field changes back to Product2 (IsActive, Name, ProductCode, Description, Family, UnitOfMeasure, CurrencyIsoCode). Uses
TriggerHelper.productUpdated to prevent recursion
InvoiceTriggerHandler
- beforeInsert: Sets
DatePosted__c if IsPosted__c is true. Generates OnlineApprovalKey__c. Validates AddOnlinePaymentDetailsinPDF__c against checkout configuration. Links to AdditionalAccountDetail
- beforeUpdate: Calls
InvoiceHelper.handleInvoiceStatusUpdate. Recalculates InvoiceDueDate__c when InvoiceDate__c changes (adds DaysTillPaymentDue__c from AAD). Contact address sync (BillTo from MailingAddress, ShipTo from OtherAddress). Multi-currency enforcement — blocks currency change if child lines exist. Updates AAD.ContactBilling if previously null
- afterInsert/afterUpdate: Cascades invoice RecordStatus changes to all child InvoiceLine records. Updates Account balance via
AccountHelper.updateAccountBalance_Batch when Account, AAD, BalanceDueAmount, or RecordStatus changes
- afterDelete: Updates Account balance for deleted invoice's account
InvoiceLineTriggerHandler
- beforeInsert: Assigns currency from parent invoice. Assigns auto-incrementing SortOrder
- beforeUpdate: Assigns currency from parent invoice
- afterAll (insert/update/delete/undelete): Updates invoiced quantities on order lines via
InvoiceHelper.updateInvoicedQuantities. Rolls up line amounts to invoice header via InvoiceHelper.updateInvoiceLineAmounts. On insert: deletes disabled shipment lines/shipments
- beforeDelete: Blocks deletion if invoice line is assigned to an Order or Order Line (unless
InvoiceHelper.ignoreInvoiceLineDeleteValidation is set)
ManageContractController (LWC Controller)
The only kuga_sub Apex controller with @AuraEnabled methods:
| Method | Purpose |
|---|
getActiveContracts(accountId) | Retrieves active contracts with child subscriptions and assets. Builds chart data for contract visualization. Calculates MRR trending by comparing renewal opp MRR vs contract MRR → returns up/down/neutral indicator |
Workflow 1: Quote Creation
Step 0: Create Opportunity and Line Items (If Needed)
Creating the Opportunity
Required Fields:
Name — e.g., "Acme Corp - Annual Subscription"StageName — "Qualification" by defaultCloseDate — Expected close dateAccountId — Required for KugamonPricebook2Id — Required if adding products
Optional: Amount, Type, RecordTypeId (match to quote type)
Creating Opportunity Line Items
Always use PricebookEntryId (not Product2Id).
If HAS_KUGA_SUB = true:
CRITICAL: Always set kuga_sub__Renew__c:
true → recurring (subscriptions, support) → revenue flows to MRR/ARRfalse → one-time (hardware, implementation) → revenue flows to NonRecurringRevenue
{ "OpportunityId": "006xxx", "PricebookEntryId": "01uxxx", "Quantity": 1,
"UnitPrice": 2000, "kuga_sub__Renew__c": true,
"kuga_sub__ServiceTerm__c": 12, "kuga_sub__UnitofTerm__c": "Month" }
{ "OpportunityId": "006xxx", "PricebookEntryId": "01uxxx", "Quantity": 1,
"UnitPrice": 15000, "kuga_sub__Renew__c": false }
If HAS_KUGA_SUB = false:
No Renew field. Line separation uses kugo2p__AdditionalProductDetail__c.kugo2p__Service__c:
Service = true → Quote Service LinesService = false → Quote Product Lines
Step 1: Pre-Creation Validation
Billing Address:
SELECT Id, Name, BillingStreet, BillingCity, BillingState, BillingPostalCode, BillingCountry
FROM Account WHERE Id = '<account_id>'
All billing fields must be populated. If missing, ask user and update account.
Contact:
SELECT Id, Name, Email, Phone FROM Contact
WHERE AccountId = '<account_id>' AND Email != null LIMIT 10
At least one contact required. Ask which one for the quote.
Opportunity:
If HAS_KUGA_SUB = true:
SELECT Id, Name, AccountId, Amount, StageName, CloseDate, Pricebook2Id, RecordType.Name,
kuga_sub__MonthlyRecurringRevenue__c, kuga_sub__AnnualContractValueInitial__c,
kuga_sub__TotalContractValue__c, kuga_sub__AnnualRecurringRevenueCommitted__c,
kuga_sub__NonRecurringRevenue__c
FROM Opportunity WHERE Id = '<opportunity_id>'
If HAS_KUGA_SUB = false:
SELECT Id, Name, AccountId, Amount, StageName, CloseDate, Pricebook2Id, RecordType.Name
FROM Opportunity WHERE Id = '<opportunity_id>'
Existing Quotes:
SELECT Id, Name, kugo2p__QuoteName__c, kugo2p__TotalAmount__c, kugo2p__IsPrimary__c
FROM kugo2p__SalesQuote__c WHERE kugo2p__Opportunity__c = '<opportunity_id>'
Step 2: Create the Quote
Createable fields:
RecordTypeId — dynamically queried, matched to opportunity typekugo2p__Account__c, kugo2p__Opportunity__ckugo2p__QuoteName__c — descriptive namekugo2p__Pricebook2Id__c — must match opportunity pricebookkugo2p__ContactBuying__c — REQUIREDkugo2p__ContactBilling__c, kugo2p__ContactShipping__c — optionalkugo2p__IsPrimary__c — true if no other primarykugo2p__DateOfferValidThrough__c — default 30 days
Never set: Name (auto-generated), kugo2p__Status__c (workflow), kugo2p__TotalAmount__c / kugo2p__SubtotalAmount__c / kugo2p__NetAmount__c (calculated).
Step 3: Verify Quote
SELECT Id, Name, kugo2p__QuoteName__c, kugo2p__TotalAmount__c, kugo2p__SubtotalAmount__c,
kugo2p__Status__c, kugo2p__IsPrimary__c, kugo2p__DateOfferValidThrough__c
FROM kugo2p__SalesQuote__c WHERE Id = '<quote_id>'
SELECT Id, kugo2p__Line__c, kugo2p__ServiceName__c, kugo2p__Quantity__c,
kugo2p__SalesPrice__c, kugo2p__TotalAmount__c
FROM kugo2p__SalesQuoteServiceLine__c
WHERE kugo2p__SalesQuote__c = '<quote_id>' ORDER BY kugo2p__Line__c
SELECT Id, kugo2p__Line__c, kugo2p__Product__r.Name, kugo2p__Quantity__c,
kugo2p__SalesPrice__c, kugo2p__TotalAmount__c
FROM kugo2p__SalesQuoteProductLine__c
WHERE kugo2p__SalesQuote__c = '<quote_id>' ORDER BY kugo2p__Line__c
Step 4: Amount Interpretation
If HAS_KUGA_SUB = true:
- Compare
kugo2p__TotalAmount__c to kuga_sub__AnnualContractValueInitial__c or kuga_sub__TotalContractValue__c
Amount field likely represents MRR, not ACV
If HAS_KUGA_SUB = false:
- Compare
kugo2p__TotalAmount__c to Amount
Always show all amount fields in summary.
Workflow 2: Order Management
Orders are created from quotes, typically via the Kugamon UI "Create Order" action.
Key Fields on kugo2p__SalesOrder__c
kugo2p__Account__c, kugo2p__Opportunity__c, kugo2p__SalesQuote__ckugo2p__Pricebook2Id__c, RecordTypeIdkugo2p__ContactBuying__c, kugo2p__ContactBilling__c, kugo2p__ContactShipping__ckugo2p__DateOrdered__c
Auto-managed: Name, kugo2p__Status__c, kugo2p__TotalAmount__c, etc.
Order Line Items
Same separation as quotes:
kugo2p__SalesOrderServiceLine__c — recurring service lineskugo2p__SalesOrderProductLine__c — one-time product lines
Querying Orders
SELECT Id, Name, kugo2p__Account__r.Name, kugo2p__Status__c,
kugo2p__TotalAmount__c, kugo2p__DateOrdered__c, kugo2p__SalesQuote__r.Name
FROM kugo2p__SalesOrder__c WHERE kugo2p__Opportunity__c = '<opportunity_id>'
Workflow 3: Order Release (HAS_KUGA_SUB = true only)
This is the critical subscription lifecycle handoff. When an order is "released," kuga_sub triggers create downstream records based on checkbox flags on the order.
Order Release Checkboxes
| Field | What It Creates |
|---|
kuga_sub__GenerateContract__c | Standard Contract record linked to the order |
kuga_sub__GenerateAsset__c | Asset records for trackable products/services |
kuga_sub__GenerateSubscription__c | kuga_sub__Subscription__c records for renewable items |
kuga_sub__GenerateRenewalOpportunity__c | Renewal Opportunity for next term |
What Gets Created
Contract (Contract standard object):
- Linked to order via
kuga_sub__ContractNumber__c on the order
- Populated with contacts from order (
kuga_sub__ContactBuying__c, etc.)
- Subscription records roll up to contract (ARR, MRR, counts, dates)
kuga_sub__Effective__c formula indicates if contract is currently active
Assets (Asset standard object):
- Created from Order Product Lines (
kugo2p__SalesOrderProductLine__c) when the related APD has kugo2p__CreateAsset__c = true
- Order Service Lines never generate Assets — only Order Product Lines do
- Linked to contract via
kuga_sub__ContractNumber__c
- Note on namespace:
kugo2p__CreateAsset__c is in the kugo2p namespace, on APD — not kuga_sub, not on Product2
Subscriptions (kuga_sub__Subscription__c):
- Created from Order Service Lines (
kugo2p__SalesOrderServiceLine__c) when kuga_sub__Track__c = true on the line — usually propagated from Product2.kuga_sub__Track__c (label: "Create Subscription")
- Order Product Lines never generate Subscriptions, regardless of any flag
kuga_sub__Renew__c on the line item is for revenue classification (MRR/ARR vs one-time), not Subscription creation (see Appendix D)- Key fields: Account, Contract, Order, Service, Quantity, MRR, ARR, Start/End dates, Status
- Linked to parent asset via
kuga_sub__ParentAsset__c
- Roll up to Contract (ARR, MRR, counts, dates)
Renewal Opportunity:
- Created when
Product2.kuga_sub__Renewable__c = true for any line on the released order
- Populated with
kuga_sub__ParentContract__c and kuga_sub__ParentOrder__c references
- Close date based on contract end date
kuga_sub__RenewalPriceUpliftPercent__c carries forward for price adjustments
Querying Order Release Results
SELECT Id, ContractNumber, Status, StartDate, EndDate,
kuga_sub__Effective__c, kuga_sub__AnnualRecurringRevenue__c,
kuga_sub__MonthlyRecurringRevenue__c, kuga_sub__TotalSubscriptionCount__c
FROM Contract WHERE Id IN (
SELECT kuga_sub__ContractNumber__c FROM kugo2p__SalesOrder__c WHERE Id = '<order_id>'
)
SELECT Id, Name, kuga_sub__Account__r.Name, kuga_sub__Service__r.Name,
kuga_sub__Quantity__c, kuga_sub__MRR__c, kuga_sub__ARR__c,
kuga_sub__StartDate__c, kuga_sub__EndDate__c, kuga_sub__Status__c,
kuga_sub__ContractNumber__r.ContractNumber
FROM kuga_sub__Subscription__c WHERE kuga_sub__Order__c = '<order_id>'
SELECT Id, Name, Product2.Name, Quantity, Status,
kuga_sub__ContractNumber__r.ContractNumber, kuga_sub__ParentSubscription__r.Name
FROM Asset WHERE kuga_sub__ContractNumber__c IN (
SELECT kuga_sub__ContractNumber__c FROM kugo2p__SalesOrder__c WHERE Id = '<order_id>'
)
SELECT Id, Name, StageName, CloseDate, Amount,
kuga_sub__ParentContract__r.ContractNumber, kuga_sub__ParentOrder__r.Name
FROM Opportunity WHERE kuga_sub__ParentOrder__c = '<order_id>'
Product2 (and APD) Flags for Order Release
Three independent flags control what gets created on Order Release, and each is keyed off a different Order Line object:
| Field | Object | Effect on Order Release |
|---|
kuga_sub__Track__c (label: "Create Subscription") | Product2 | When true AND the line is on an Order Service Line (APD.Service__c = true): the Order Service Line trigger generates a Subscription. Ignored on Order Product Lines. |
kugo2p__CreateAsset__c | kugo2p__AdditionalProductDetail__c (APD) | When true AND the line is on an Order Product Line (APD.Service__c = false): the Order Product Line trigger generates an Asset. Ignored on Order Service Lines. |
kuga_sub__Renewable__c | Product2 | When true on any line's product (service or product): triggers Renewal Opportunity creation on release. Also drives the "Renewable" prefix on the Product Snapshot LWC label. |
kuga_sub__RenewalProduct__c | Product2 | Substitute product used on renewal quotes |
kuga_sub__UpliftRenewalPrice__c | Product2 | Apply renewal price uplift percentage |
Workflow 4: Subscription & Contract Management
Querying Active Contracts
SELECT Id, ContractNumber, Account.Name, Status, StartDate, EndDate,
kuga_sub__Effective__c, kuga_sub__AnnualRecurringRevenue__c,
kuga_sub__MonthlyRecurringRevenue__c, kuga_sub__TotalSubscriptionCount__c,
kuga_sub__SubscriptionStartDate__c, kuga_sub__SubscriptionEndDate__c,
kuga_sub__RenewalOpportunity__r.Name
FROM Contract WHERE kuga_sub__Effective__c = true AND AccountId = '<account_id>'
Querying Subscriptions
SELECT Id, Name, kuga_sub__Service__r.Name, kuga_sub__Quantity__c,
kuga_sub__MRR__c, kuga_sub__ARR__c, kuga_sub__PurchasePrice__c,
kuga_sub__StartDate__c, kuga_sub__EndDate__c, kuga_sub__Status__c,
kuga_sub__Renew__c, kuga_sub__Active__c
FROM kuga_sub__Subscription__c
WHERE kuga_sub__ContractNumber__c = '<contract_id>'
ORDER BY kuga_sub__Service__r.Name
Renewal Automation
kuga_sub provides automated renewal:
- Renewal Notice Email — sent N days before contract end
- Renewal Order Auto-Creation — order created N days before end
Workflow 5: Invoice Management
SELECT Id, Name, kugo2p__Account__r.Name, kugo2p__Status__c,
kugo2p__TotalAmount__c, kugo2p__AmountDue__c, kugo2p__DateInvoice__c, kugo2p__DateDue__c
FROM kugo2p__KugamonInvoice__c WHERE kugo2p__Account__c = '<account_id>'
ORDER BY kugo2p__DateInvoice__c DESC
Invoice Lines
SELECT Id, kugo2p__Description__c, kugo2p__Quantity__c, kugo2p__UnitPrice__c, kugo2p__TotalAmount__c
FROM kugo2p__KugamonInvoiceLine__c WHERE kugo2p__KugamonInvoice__c = '<invoice_id>'
Invoice Scheduling
SELECT Id, kugo2p__SalesOrder__r.Name, kugo2p__Frequency__c, kugo2p__NextInvoiceDate__c
FROM kugo2p__InvoiceSchedule__c WHERE kugo2p__SalesOrder__c = '<order_id>'
Workflow 6: Payment Management
Payment Gateways
Kugamon supports Stripe, Authorize.Net, PayPal, and eWay via kugo2p__Processor_Connection__c.
SELECT Id, Name, RecordType.Name, kugo2p__Active__c
FROM kugo2p__Processor_Connection__c WHERE kugo2p__Active__c = true
Payment Profiles
SELECT Id, Name, RecordType.Name, kugo2p__Account__r.Name, kugo2p__Active__c
FROM kugo2p__Payment_Profile__c WHERE kugo2p__Account__c = '<account_id>'
Payments
SELECT Id, Name, kugo2p__Amount__c, kugo2p__Status__c, kugo2p__DatePayment__c
FROM kugo2p__PaymentX__c WHERE kugo2p__Account__c = '<account_id>'
ORDER BY kugo2p__DatePayment__c DESC
Applied Payments
SELECT Id, kugo2p__PaymentX__r.Name, kugo2p__KugamonInvoice__r.Name, kugo2p__Amount__c
FROM kugo2p__AppliedPayment__c WHERE kugo2p__PaymentX__c = '<payment_id>'
Workflow 7: Shipment & Fulfillment
SELECT Id, Name, kugo2p__Status__c, kugo2p__SalesOrder__r.Name,
kugo2p__Carrier__r.Name, kugo2p__TrackingNumber__c, kugo2p__DateShipped__c
FROM kugo2p__Shipment__c WHERE kugo2p__SalesOrder__c = '<order_id>'
Product Setup
AdditionalProductDetail (kugo2p__AdditionalProductDetail__c)
Extended metadata auto-created by Product2Trigger. Key fields:
kugo2p__Service__c — CRITICAL when HAS_KUGA_SUB = false: product vs. service classificationkugo2p__Taxable__c, kugo2p__Configurable__c, kugo2p__Kit__c
Setup Types
Every product in Kugamon resolves to one of six Setup types based on three independent flags on the Product2 and kugo2p__AdditionalProductDetail__c (APD) records. Knowing which type a product is determines how it flows through quote, order, fulfillment, and (if kuga_sub is installed) subscription lifecycles.
Driver fields
| Field | Object | Effect on Setup type |
|---|
kugo2p__Service__c | kugo2p__AdditionalProductDetail__c | Switches the whole classification between Service and Product branches |
kugo2p__DefaultServiceTerm__c | kugo2p__AdditionalProductDetail__c | Numeric term for services. Defaults to 1 when blank |
kugo2p__UnitofTerm__c | kugo2p__AdditionalProductDetail__c | Picklist (Day / Week / Month / Year) — the unit appended after the term for services |
kugo2p__DisableShipments__c | kugo2p__AdditionalProductDetail__c | Products only. false (default) → "Shippable" applies. true → no shipment is generated on order release |
kuga_sub__Renewable__c | Product2 | Drives the "Renewable" label prefix in the Product Snapshot LWC. Also triggers Renewal Opportunity creation on Order Release. Does not create a Subscription. |
kuga_sub__Track__c (label: "Create Subscription") | Product2 | Drives Subscription creation via the Order Service Line trigger — only when the line lands on kugo2p__SalesOrderServiceLine__c (i.e. Service__c = true). Not reflected in the Setup label. |
kugo2p__CreateAsset__c | kugo2p__AdditionalProductDetail__c (APD) | Drives Asset creation via the Order Product Line trigger — only when the line lands on kugo2p__SalesOrderProductLine__c (i.e. Service__c = false). Services do not create Assets. Not reflected in the Setup label. |
Label vs behavior: The Setup label only reflects Service__c, DefaultServiceTerm__c / UnitofTerm__c, DisableShipments__c, and Renewable__c. Subscription and Asset creation are governed by Track__c and CreateAsset__c — and crucially, the two are split by line-object: Subscriptions only come from Order Service Lines, Assets only from Order Product Lines. So a Service line never creates an Asset, and a Product line never creates a Subscription — no matter what the flags say.
The six Setup types
| # | Setup type (example) | Service__c | DisableShipments__c | Renewable__c (Product2) | kuga_sub installed |
|---|
| 1 | 12 Month Service | true | n/a | false or n/a | optional |
| 2 | Renewable 12 Month Service | true | n/a | true | required |
| 3 | Product | false | true | false or n/a | optional |
| 4 | Shippable Product | false | false / blank | false or n/a | optional |
| 5 | Renewable Product | false | true | true | required |
| 6 | Renewable Shippable Product | false | false / blank | true | required |
The {Term} portion in rows 1 and 2 is DefaultServiceTerm__c (or 1 when blank). The {Unit} is the UnitofTerm__c picklist value — typically Day, Week, Month, or Year. So 1 Year Service, 30 Day Service, Renewable 6 Month Service, etc. are all valid variations of types 1 and 2.
The rule in plain English
- If
kuga_sub is installed and Product2.kuga_sub__Renewable__c is true, the type starts with Renewable.
- If
APD.kugo2p__Service__c is true, the type ends with {Term} {Unit} Service. Otherwise (it's a product):
- If
APD.kugo2p__DisableShipments__c is true, the type ends with Product.
- Else the type ends with
Shippable Product.
What each type implies downstream
Subscription creation is Order Service Line only. Asset creation is Order Product Line only. They never mix.
| Setup type | On Order Release creates… |
|---|
{Term} {Unit} Service | Order Service Line. + Subscription if Product2.kuga_sub__Track__c = true. (No Asset — services never create Assets.) |
Renewable {Term} {Unit} Service | Order Service Line + Renewal Opportunity. + Subscription if Track__c = true. (No Asset.) |
Product | Order Product Line. + Asset if APD kugo2p__CreateAsset__c = true. (No Subscription — products never create Subscriptions.) |
Shippable Product | Order Product Line + Shipment. + Asset if APD CreateAsset__c = true. (No Subscription.) |
Renewable Product | Order Product Line + Renewal Opportunity. + Asset if APD CreateAsset__c = true. (No Subscription.) |
Renewable Shippable Product | Order Product Line + Shipment + Renewal Opportunity. + Asset if APD CreateAsset__c = true. (No Subscription.) |
Kit/Bundle (kugo2p__KitBundleMember__c)
SELECT Id, kugo2p__Product__r.Name, kugo2p__Quantity__c, kugo2p__Required__c
FROM kugo2p__KitBundleMember__c WHERE kugo2p__KitBundle__c = '<kit_product_id>'
Product Configuration
SELECT Id, Name, kugo2p__Product__r.Name FROM kugo2p__ConfigurationGroup__c
WHERE kugo2p__Product__c = '<product_id>' ORDER BY kugo2p__SortOrder__c
SELECT Id, kugo2p__OptionProduct__r.Name, kugo2p__Required__c, kugo2p__Default__c
FROM kugo2p__ConfigurationOption__c WHERE kugo2p__ConfigurationGroup__c = '<group_id>'
Tiered Pricing
SELECT Id, kugo2p__FromQuantity__c, kugo2p__ToQuantity__c, kugo2p__Price__c
FROM kugo2p__Tier__c WHERE kugo2p__TieredPricing__c = '<tiered_pricing_id>'
ORDER BY kugo2p__FromQuantity__c
Account-Specific Pricing
SELECT Id, kugo2p__Account__r.Name, kugo2p__Product__r.Name, kugo2p__Price__c, kugo2p__Discount__c
FROM kugo2p__AccountPricing__c WHERE kugo2p__Account__c = '<account_id>'
Tax Configuration
US Sales Tax
SELECT Id, Name, kugo2p__State__c, kugo2p__County__c, kugo2p__City__c
FROM kugo2p__TaxLocation__c WHERE kugo2p__State__c = '<state>'
SELECT Id, kugo2p__TaxLocation__r.Name, kugo2p__Rate__c, kugo2p__EffectiveDate__c
FROM kugo2p__TaxRate__c WHERE kugo2p__TaxLocation__c = '<location_id>'
International VAT
SELECT Id, Name, kugo2p__Country__c FROM kugo2p__VAT__c
SELECT Id, kugo2p__VAT__r.Name, kugo2p__Rate__c FROM kugo2p__VATRate__c WHERE kugo2p__VAT__c = '<vat_id>'
Tax Exemption
SELECT Id, kugo2p__TaxExempt__c, kugo2p__TaxExemptNumber__c
FROM kugo2p__AdditionalAccountDetail__c WHERE kugo2p__Account__c = '<account_id>'
Consistency Checking and Synchronization
CRITICAL: When updating quotes OR opportunity line items, ALWAYS check for consistency and synchronize both sides unless explicitly told not to.
What to Compare
| Field | Quote Line | Opportunity Line |
|---|
| Product/Service | kugo2p__ServiceName__c / kugo2p__Product__r.Name | Product2.Name |
| Quantity | kugo2p__Quantity__c | Quantity |
| Unit Price | kugo2p__SalesPrice__c | UnitPrice |
| Start Date | kugo2p__DateServiceStart__c | ServiceDate |
If HAS_KUGA_SUB = true, also compare Term and End Date.
Default: Update BOTH sides when either changes. Skip sync only if user explicitly says so.
Common Issues
Quote total vs. Amount mismatch:
If HAS_KUGA_SUB = true: Amount may be MRR; compare to kuga_sub__AnnualContractValueInitial__c.
If HAS_KUGA_SUB = false: Quote total should match opportunity line item sum.
ACV double-counting (HAS_KUGA_SUB only):
Products with kuga_sub__Renew__c = false but non-zero MRR/ARR → double-counted.
Fix: Set kuga_sub__Renew__c = true on recurring line items.
Line items not auto-populating:
Check BOTH SalesQuoteProductLine__c and SalesQuoteServiceLine__c. If HAS_KUGA_SUB = false, verify kugo2p__AdditionalProductDetail__c.kugo2p__Service__c.
Order Release not creating contracts/subscriptions:
Verify checkboxes: kuga_sub__GenerateContract__c, kuga_sub__GenerateSubscription__c, etc. Also check Product2 flags: kuga_sub__Renewable__c, kuga_sub__Track__c.
kuga_sub fields don't exist:
Set HAS_KUGA_SUB = false. Use kugo2p__AdditionalProductDetail__c.kugo2p__Service__c instead.
Missing billing address / No contact: Must be resolved before quote creation.
Appendix A: Field Reference
Opportunity Fields
Required Fields
| Field API Name | Type | Description |
|---|
Name | Text(120) | Opportunity name |
StageName | Picklist | Current stage (use "Qualification" when creating with quote) |
CloseDate | Date | Expected close date |
Strongly Recommended Fields
| Field API Name | Type | Description |
|---|
AccountId | Lookup(Account) | Required for Kugamon Quote to Cash to work properly |
Pricebook2Id | Lookup(Pricebook2) | Required if adding opportunity products |
Optional Fields
| Field API Name | Type | Description |
|---|
Amount | Currency | Auto-calculated from line items if products exist |
Type | Picklist | E.g., "New Business", "Existing Business" |
RecordTypeId | Lookup(RecordType) | Map to quote record type (New/Renewal/Expansion) |
kuga_sub Fields on Opportunity (HAS_KUGA_SUB = true only)
Roll-Up Summary Fields (read-only, calculated from line items):
| Field API Name | Description |
|---|
kuga_sub__MonthlyRecurringRevenue__c | SUM of line item MRR |
kuga_sub__AnnualRecurringRevenueCommitted__c | SUM of line item ARR |
kuga_sub__NonRecurringRevenue__c | SUM of line item non-recurring revenue |
kuga_sub__Amount__c | SUM of line item amounts |
kuga_sub__DateRequired__c | MIN of line item service dates |
kuga_sub__ServiceDateExpires__c | MAX of line item end dates |
Formula Fields (read-only):
| Field API Name | Description | Formula |
|---|
kuga_sub__AnnualContractValueInitial__c | ACV | NonRecurring + ARR |
kuga_sub__TotalContractValue__c | TCV | Net amount from primary quote/order |
kuga_sub__AnnualRecurringRevenueForecast__c | ARR forecast | MRR x 12 |
kuga_sub__ExpectedRevenue__c | Expected revenue | Amount x Probability |
kuga_sub__OpportunityAmount__c | Opp amount | Formula |
kuga_sub__ContractEndDate__c | Contract end date | From parent contract |
kuga_sub__ParentContractEndDate__c | Parent contract end | From parent contract |
Editable Fields:
| Field API Name | Type | Description |
|---|
kuga_sub__ParentContract__c | Lookup(Contract) | Parent contract (for renewals) |
kuga_sub__ParentOrder__c | Lookup(Order) | Parent order (for renewals) |
kuga_sub__AutoEmailRenewalOrder__c | Checkbox | Auto-email renewal order |
kuga_sub__AutoRenewedOrder__c | Lookup(Order) | Auto-created renewal order |
kuga_sub__RenewalOrderAutoCreationDate__c | Date | When renewal order auto-creates |
kuga_sub__RenewalPriceUpliftPercent__c | Percent | Price uplift % for renewal |
OpportunityLineItem Fields
Required Fields
| Field API Name | Type | Description |
|---|
OpportunityId | Lookup(Opportunity) | Parent opportunity |
PricebookEntryId | Lookup(PricebookEntry) | Links to product via pricebook |
Quantity | Number(10,2) | Minimum 1 |
kuga_sub Fields (HAS_KUGA_SUB = true only)
Editable:
| Field API Name | Type | Description | Default |
|---|
kuga_sub__Renew__c | Checkbox | CRITICAL: recurring vs one-time | false |
kuga_sub__ServiceTerm__c | Number | Term length (e.g., 12, 24, 36) | |
kuga_sub__UnitofTerm__c | Picklist | "Month" or "Year" | |
kuga_sub__ServiceTermBehavior__c | Picklist | Term behavior | |
kuga_sub__NonUpliftSalesPrice__c | Currency | Pre-uplift price | |
Calculated (read-only):
| Field API Name | Description | When Renew=true | When Renew=false |
|---|
kuga_sub__MRR__c | Monthly recurring revenue | Calculated | 0 |
kuga_sub__ARR__c | Annual recurring revenue | MRR x 12 | 0 |
kuga_sub__ARRForecast__c | ARR forecast | Calculated | 0 |
kuga_sub__NonRecurringRevenue__c | One-time revenue | 0 | Line total |
kuga_sub__NetAmount__c | Net amount (formula) | After discounts | After discounts |
kuga_sub__TotalAmount__c | Total amount (formula) | Calculated | Calculated |
kuga_sub__ListAmount__c | List amount (formula) | List price total | List price total |
kuga_sub__DateServiceEnd__c | Service end date | ServiceDate + Term | |
kuga_sub__Service__c | Is service? (formula) | Formula | Formula |
kuga_sub__LineTerm__c | Term display (formula) | e.g., "12 Month" | |
kuga_sub__DiscountSalesPrice__c | Discount amount (formula) | | |
kuga_sub__EffectiveDiscount__c | Effective discount % (formula) | | |
kuga_sub__UpliftRenewalPrice__c | Uplift flag (formula) | | |
Important Optional Fields (standard)
| Field API Name | Type | Description |
|---|
UnitPrice | Currency | Override pricebook price |
ServiceDate | Date | Service start date |
Discount | Percent | Discount percentage |
Description | Text | Line item description |
Quote Fields (kugo2p__SalesQuote__c)
Createable Fields
| Field API Name | Type | Description |
|---|
RecordTypeId | Lookup(RecordType) | New/Renewal/Expansion (query dynamically) |
kugo2p__Account__c | Lookup(Account) | Required |
kugo2p__Opportunity__c | Lookup(Opportunity) | Required |
kugo2p__QuoteName__c | Text | Quote name |
kugo2p__Pricebook2Id__c | Lookup(Pricebook2) | Must match opportunity pricebook |
kugo2p__ContactBuying__c | Lookup(Contact) | REQUIRED buying contact |
kugo2p__ContactBilling__c | Lookup(Contact) | Optional billing contact |
kugo2p__ContactShipping__c | Lookup(Contact) | Optional shipping contact |
kugo2p__IsPrimary__c | Checkbox | Primary quote flag |
kugo2p__DateOfferValidThrough__c | Date | Expiration (default: 30 days) |
kuga_sub Fields on Quote
| Field API Name | Type | Description |
|---|
kuga_sub__ContractNumber__c | Lookup(Contract) | Linked contract (renewals) |
kuga_sub__ContractEndDate__c | Formula(Date) | Contract end date |
Auto-Managed Fields (Never Set)
| Field | Description |
|---|
Name | Auto-generated quote number (format SQ-{YYMMDD}-{0000000}) — see Appendix E for full naming conventions and sample-data rules |
kugo2p__Status__c | Workflow-managed |
kugo2p__TotalAmount__c | Calculated from lines |
kugo2p__SubtotalAmount__c | Calculated |
kugo2p__NetAmount__c | Calculated |
Quote Line Item Objects
Service Lines (kugo2p__SalesQuoteServiceLine__c)
| Field API Name | Type | Description |
|---|
kugo2p__SalesQuote__c | Lookup | Parent quote |
kugo2p__ServiceName__c | Text | Service name |
kugo2p__Quantity__c | Number | Quantity |
kugo2p__SalesPrice__c | Currency | Unit price |
kugo2p__TotalAmount__c | Currency | Line total |
kugo2p__Line__c | Formula | Line number |
kugo2p__DateServiceStart__c | Date | Service start |
kugo2p__DateServiceEnd__c | Date | Service end |
kugo2p__ServiceTerm__c | Number | Term length |
kuga_sub__Renew__c | Checkbox | Renewable (HAS_KUGA_SUB only) |
Product Lines (kugo2p__SalesQuoteProductLine__c)
| Field API Name | Type | Description |
|---|
kugo2p__SalesQuote__c | Lookup | Parent quote |
kugo2p__Product__c | Lookup | Product reference |
kugo2p__Quantity__c | Number | Quantity |
kugo2p__SalesPrice__c | Currency | Unit price |
kugo2p__TotalAmount__c | Currency | Line total |
kugo2p__Line__c | Formula | Line number |
kuga_sub__Renew__c | Checkbox | Renewable (HAS_KUGA_SUB only) |
Order Fields (kugo2p__SalesOrder__c)
kuga_sub Fields — Order Release Controls (HAS_KUGA_SUB only)
| Field API Name | Type | Description |
|---|
kuga_sub__GenerateContract__c | Checkbox | Create Contract on release |
kuga_sub__GenerateAsset__c | Checkbox | Create Assets on release |
kuga_sub__GenerateSubscription__c | Checkbox | Create Subscriptions on release |
kuga_sub__GenerateRenewalOpportunity__c | Checkbox | Create Renewal Opp on release |
kuga_sub__ContractNumber__c | Lookup(Contract) | Generated contract |
kuga_sub__ParentContract__c | Lookup(Contract) | Parent contract (renewals) |
kuga_sub__RenewalOpportunity__c | Lookup(Opportunity) | Generated renewal opp |
kuga_sub__UpdateContractContacts__c | Multi-Select | Which contacts to update |
Order Line kuga_sub Fields
| Field API Name | Type | On Object | Description |
|---|
kuga_sub__Renew__c | Checkbox | Service & Product Lines | Revenue classification (recurring vs one-time). See Appendix D. Does NOT create Subscription. |
kuga_sub__Track__c (label: "Create Subscription") | Checkbox | Service & Product Lines | Creates Subscription on Order Release only when on an Order Service Line (kugo2p__SalesOrderServiceLine__c). Propagated from Product2.kuga_sub__Track__c. Ignored on Order Product Lines. |
Asset creation is separate — driven by kugo2p__AdditionalProductDetail__c.kugo2p__CreateAsset__c (on APD), and only Order Product Lines (kugo2p__SalesOrderProductLine__c) generate Assets. Order Service Lines never generate Assets.
Subscription Fields (kuga_sub__Subscription__c)
| Field API Name | Type | Updateable | Description |
|---|
Name | String | No | Auto-generated |
kuga_sub__Account__c | Lookup(Account) | No | Account |
kuga_sub__ContractNumber__c | Lookup(Contract) | No | Parent contract |
kuga_sub__Order__c | Lookup(SalesOrder) | Yes | Source order |
kuga_sub__OrderServiceLine__c | Lookup | Yes | Source order line |
kuga_sub__Service__c | Lookup(Product2) | Yes | Product/service |
kuga_sub__Quantity__c | Number | Yes | Quantity |
kuga_sub__PurchasePrice__c | Currency | Yes | Unit price |
kuga_sub__MRR__c | Currency | Yes | Monthly recurring revenue |
kuga_sub__ARR__c | Currency | Yes | Annual recurring revenue |
kuga_sub__NetAmount__c | Currency | Yes | Net amount |
kuga_sub__TotalAmount__c | Currency | Yes | Total amount |
kuga_sub__StartDate__c | Date | Yes | Start date |
kuga_sub__EndDate__c | Date | Yes | End date |
kuga_sub__Status__c | Picklist | Yes | Status |
kuga_sub__Renew__c | Checkbox | No | Is renewable |
kuga_sub__Active__c | Checkbox | No | Is active (read-only) |
kuga_sub__IsActive__c | Checkbox | Yes | Is active (editable) |
kuga_sub__ParentAsset__c | Lookup(Asset) | Yes | Parent asset |
kuga_sub__ParentSubscription__c | Lookup(Subscription) | Yes | Parent subscription |
kuga_sub__ServiceTerm__c | Number | No | Service term |
kuga_sub__UnitofTerm__c | String | No | Unit of term |
kuga_sub__OrderRecordType__c | String | No | Order record type |
Contract kuga_sub Fields
Roll-Up Summary Fields (read-only)
| Field API Name | Description |
|---|
kuga_sub__AnnualRecurringRevenue__c | SUM of subscription ARR |
kuga_sub__MonthlyRecurringRevenue__c | SUM of subscription MRR |
kuga_sub__TotalSubscriptionAmount__c | SUM of subscription amounts |
kuga_sub__TotalSubscriptionCount__c | COUNT of subscriptions |
kuga_sub__TotalSubscriptionQuantity__c | SUM of subscription quantities |
kuga_sub__SubscriptionStartDate__c | MIN start date |
kuga_sub__SubscriptionEndDate__c | MAX end date |
Editable Fields
| Field API Name | Type | Description |
|---|
kuga_sub__RenewalOpportunity__c | Lookup(Opportunity) | Renewal opportunity |
kuga_sub__RenewalTerm__c | Number | Renewal term length |
kuga_sub__AutoEmailRenewalNotice__c | Checkbox | Auto-send renewal notice |
kuga_sub__AutoEmailRenewalOrder__c | Checkbox | Auto-send renewal order |
kuga_sub__Pricebook2Id__c | Lookup(Pricebook) | Pricebook for renewals |
kuga_sub__ContactBuying__c | Lookup(Contact) | Buying contact |
kuga_sub__ContactBilling__c | Lookup(Contact) | Billing contact |
kuga_sub__ContactShipping__c | Lookup(Contact) | Shipping contact |
kuga_sub__Expanded__c | Checkbox | Has been expanded |
kuga_sub__LastRenewalNoticeSentDate__c | Date | Last renewal notice date |
Formula Fields
| Field API Name | Description |
