Kugamon full qtc submgmt

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

1. 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.
2. HAS_KUGA_SUB = false → use the standard Amount field as normal (the kuga_sub__* fields don't exist).
3. 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.
4. When building SOQL queries, reports, or list views for pipeline in a subscription org, select kuga_sub__Amount__c — not Amount.

Quick example

-- CORRECT (HAS_KUGA_SUB = true):
SELECT Id, Name, kuga_sub__Amount__c
FROM Opportunity
WHERE IsClosed = false

-- WRONG (HAS_KUGA_SUB = true):
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 quote
• kugo2p__SalesQuoteServiceLine__c (~89 fields) — recurring service lines
• kugo2p__SalesQuoteProductLine__c (~76 fields) — one-time product lines
• kugo2p__SalesQuoteOptionalLine__c (~16 fields) — optional upsell lines
• kugo2p__SalesQuoteAdditionalChargeCredit__c (~34 fields) — surcharges/discounts
• kugo2p__QuoteLineGroup__c (~14 fields) — line grouping

Order Stage:

• kugo2p__SalesOrder__c (~110 fields) — master order
• kugo2p__SalesOrderServiceLine__c (~108 fields) — recurring service order lines
• kugo2p__SalesOrderProductLine__c (~105 fields) — one-time product order lines
• kugo2p__SalesOrderAdditionalChargeCredit__c (~39 fields) — surcharges/discounts
• kugo2p__OrderLineGroup__c (~13 fields) — line grouping

Invoice Stage:

• kugo2p__KugamonInvoice__c (~73 fields) — invoice
• kugo2p__KugamonInvoiceLine__c (~47 fields) — invoice line items
• kugo2p__KugamonInvoiceAdditionalChargeCredit__c (~39 fields) — invoice adjustments
• kugo2p__OrderInvoiceRelationship__c (~15 fields) — order-to-invoice link
• kugo2p__InvoiceSchedule__c (~15 fields) — recurring invoice generation

Payment Stage:

• kugo2p__PaymentX__c (~71 fields) — payment records
• kugo2p__AppliedPayment__c (~22 fields) — payment-to-invoice allocation
• kugo2p__Processor_Connection__c (~52 fields) — gateway configs (Stripe, AuthNet, PayPal, eWay)
• kugo2p__Payment_Method__c (~32 fields) — payment method definitions
• kugo2p__Payment_Profile__c (~57 fields) — customer payment profiles

Fulfillment Stage:

• kugo2p__Shipment__c (~31 fields) — shipment records
• kugo2p__ShipmentLine__c (~27 fields) — shipment line items
• kugo2p__ServiceDeliverySchedule__c (~30 fields) — service delivery tracking
• kugo2p__Carrier__c (~11 fields) — shipping carriers
• kugo2p__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 overrides
• kugo2p__TieredPricing__c (~16 fields) — volume/tiered pricing headers
• kugo2p__Tier__c (~12 fields) — individual tier definitions
• kugo2p__ProductCost__c (~11 fields) — product cost tracking
• kugo2p__AdditionalChargeCredit__c (~29 fields) — reusable charge/credit templates
• kugo2p__ProductCatalog__c (~19 fields) — product catalog
• kugo2p__ProductCategory__c — product categories
• kugo2p__ProductCategoryProduct__c — category-product junction

Configuration & Bundles:

• kugo2p__ConfigurationGroup__c (~16 fields) — product configuration groups
• kugo2p__ConfigurationOption__c (~27 fields) — configuration options
• kugo2p__KitBundleMember__c (~15 fields) — kit/bundle components

Tax:

• kugo2p__TaxLocation__c (~15 fields) — US tax jurisdictions
• kugo2p__TaxRate__c (~13 fields) — US tax rates
• kugo2p__VAT__c (~12 fields) — international VAT definitions
• kugo2p__VATRate__c (~15 fields) — VAT rates

Account:

• kugo2p__AdditionalAccountDetail__c (~44 fields) — extended account metadata

Settings:

• kugo2p__KugamonSetting__c (~78 fields) — master org-wide settings
• kugo2p__Settings__c (~19 fields) — additional settings

Utility:

• kugo2p__Favorite__c, kugo2p__FavoriteMember__c, kugo2p__FavoriteShare__c
• kugo2p__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 quotes
• kuga_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-time
• kuga_sub__ARR__c, kuga_sub__MRR__c, kuga_sub__NonRecurringRevenue__c — calculated revenue
• kuga_sub__ServiceTerm__c, kuga_sub__UnitofTerm__c — term length and unit
• kuga_sub__DateServiceEnd__c — service end date
• kuga_sub__NetAmount__c, kuga_sub__TotalAmount__c, kuga_sub__ListAmount__c — amounts
• kuga_sub__Service__c (Formula) — whether line is a service
• kuga_sub__ARRForecast__c, kuga_sub__LineTerm__c — forecasting
• kuga_sub__DiscountSalesPrice__c, kuga_sub__EffectiveDiscount__c — discount tracking
• kuga_sub__NonUpliftSalesPrice__c, kuga_sub__UpliftRenewalPrice__c — renewal pricing
• kuga_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 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 Opportunity on release
• kuga_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 active
• kuga_sub__Expanded__c (Checkbox) — has been expanded
• kuga_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 triggers
• processedContract / processedSubscription — prevent duplicate processing
• processedProductLineAfterUpdateTrigger / processedServiceLineAfterUpdateTrigger — track which line triggers have fired
• mapNewContractOrders — shared map of orders needing processing, populated by SalesOrderTriggerHandler

Execution flow when Order status changes:

1. SalesOrderTriggerHandler.afterUpdate detects status change, populates mapNewContractOrders, calls createContract → createSubscription → createRenewalOpportunity
2. Contract/Subscription creation updates order line items, which fires ServiceLine and ProductLine afterUpdate triggers
3. Line triggers check mapNewContractOrders — if populated and their counterpart has already fired, they call createContract → createSubscription → createRenewalOpportunity again
4. 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 buttons
• Director() 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 process
• syncOppLines(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__c
• processKugamonLines() — 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 OLI
• disableOpportunitySync 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 default
• CloseDate — Expected close date
• AccountId — Required for Kugamon
• Pricebook2Id — 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/ARR
• false → one-time (hardware, implementation) → revenue flows to NonRecurringRevenue

// Recurring
{ "OpportunityId": "006xxx", "PricebookEntryId": "01uxxx", "Quantity": 1,
  "UnitPrice": 2000, "kuga_sub__Renew__c": true,
  "kuga_sub__ServiceTerm__c": 12, "kuga_sub__UnitofTerm__c": "Month" }

// One-time
{ "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 Lines
• Service = 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 type
• kugo2p__Account__c, kugo2p__Opportunity__c
• kugo2p__QuoteName__c — descriptive name
• kugo2p__Pricebook2Id__c — must match opportunity pricebook
• kugo2p__ContactBuying__c — REQUIRED
• kugo2p__ContactBilling__c, kugo2p__ContactShipping__c — optional
• kugo2p__IsPrimary__c — true if no other primary
• kugo2p__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>'

-- Service Lines
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

-- Product Lines
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__c
• kugo2p__Pricebook2Id__c, RecordTypeId
• kugo2p__ContactBuying__c, kugo2p__ContactBilling__c, kugo2p__ContactShipping__c
• kugo2p__DateOrdered__c

Auto-managed: Name, kugo2p__Status__c, kugo2p__TotalAmount__c, etc.

Order Line Items

Same separation as quotes:

• kugo2p__SalesOrderServiceLine__c — recurring service lines
• kugo2p__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

-- Contract created from order
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>'
)

-- Subscriptions from order
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>'

-- Assets from order
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>'
)

-- Renewal Opportunity
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:

1. Renewal Notice Email — sent N days before contract end
2. 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 classification
• kugo2p__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

1. If kuga_sub is installed and Product2.kuga_sub__Renewable__c is true, the type starts with Renewable.
2. 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
kuga_sub__Effective__c	Is contract currently active
kuga_sub__ContractRenewalNoticeDate__c	When renewal notice should send
kuga_sub__SendRenewalNoticeToday__c	Should notice send today
kuga_sub__AnnualRecurringRevenueForecast__c	MRR x 12

Asset kuga_sub Fields

Field API Name	Type	Description
kuga_sub__ContractNumber__c	Lookup(Contract)	Parent contract
kuga_sub__ParentSubscription__c	Lookup(Subscription)	Parent subscription
kuga_sub__ParentLine__c	Formula(Text)	Parent line reference
kuga_sub__Renew__c	Formula(Checkbox)	Is renewable

Product2 kuga_sub Fields

Field API Name	Type	Description
kuga_sub__Renewable__c	Checkbox	Drives the "Renewable" prefix on Product setup labels AND triggers Renewal Opportunity creation on Order Release. Does NOT create a Subscription.
kuga_sub__Track__c (label: "Create Subscription")	Checkbox	When true AND the line lands on an Order Service Line, the Order Service Line trigger generates a Subscription on Order Release. Order Product Lines never generate Subscriptions, regardless of this flag.
kuga_sub__RenewalProduct__c	Lookup(Product2)	Substitute product for renewal
kuga_sub__UpliftRenewalPrice__c	Checkbox	Apply price uplift on renewal

Asset creation is separate — APD field kugo2p__AdditionalProductDetail__c.kugo2p__CreateAsset__c drives Asset creation, and only Order Product Lines generate Assets (Order Service Lines never do). Note: kugo2p namespace, on APD.

Field Interdependencies

Opportunity Product Requirements

1. Opportunity must have Pricebook2Id set
2. Product must have a PricebookEntry in that pricebook
3. Use PricebookEntryId (not Product2Id) when creating line items

Revenue Calculation Dependencies (HAS_KUGA_SUB = true)

1. Set kuga_sub__Renew__c correctly on line items
2. For recurring: Set ServiceTerm and UnitofTerm
3. Kugamon automation populates MRR/ARR/NonRecurring
4. These roll up to opportunity-level fields
5. ACV = NonRecurring + ARR

Order Release Dependencies

1. Order line items need kuga_sub__Renew__c or kuga_sub__Track__c set
2. OR Product2 needs kuga_sub__Renewable__c or kuga_sub__Track__c
3. Order Generate checkboxes must be true
4. Triggers create Contract, Assets, Subscriptions, Renewal Opportunity

---

Appendix B: Amount Fields Guide

🔑 Pipeline Forecasting Rule (read first)

When HAS_KUGA_SUB = true, use kuga_sub__Amount__c for all Opportunity pipeline forecasting. DO NOT use the standard Amount field. This is the authoritative Roll-Up SUM field maintained by the Kugamon Subscription Management package for forecasting and pipeline reporting. See the "CRITICAL: Opportunity Pipeline Forecasting Field" section near the top of this skill for full context.

The Amount Field Problem

In Salesforce orgs with subscription management, the standard Amount field on Opportunity can represent different values depending on configuration: Monthly Recurring Revenue (MRR), Annual Recurring Revenue (ARR), Total Contract Value (TCV), or Annual Contract Value (ACV). This creates confusion when comparing opportunity amounts to quote totals — and makes the standard Amount field unsuitable for pipeline forecasting. Use kuga_sub__Amount__c instead whenever the kuga_sub package is installed.

Subscription Amount Fields

On Opportunity (kuga_sub__* fields)

Field API Name	Meaning	Example
Amount (standard)	Do NOT use for forecasting when HAS_KUGA_SUB = true. May be MRR, ACV, TCV — varies by org	$10,000 (could be monthly or annual)
kuga_sub__Amount__c	✅ USE THIS for pipeline forecasting. Roll-Up SUM maintained by Kugamon	$120,000
kuga_sub__MonthlyRecurringRevenue__c	Monthly recurring revenue	$10,000/month
kuga_sub__AnnualContractValueInitial__c	Annual contract value	$120,000/year
kuga_sub__TotalContractValue__c	Total contract value	$120,000 (1-year) or $360,000 (3-year)
kuga_sub__AnnualRecurringRevenueCommitted__c	Annual recurring revenue	$120,000/year
kuga_sub__NonRecurringRevenue__c	One-time fees	$5,000

On Quote (kugo2p__* fields)

Field API Name	Meaning
kugo2p__TotalAmount__c	Total quote amount (typically annual or total contract value)
kugo2p__SubtotalAmount__c	Subtotal before discounts/taxes

Comparison Rules

When Subscription Fields Exist (any kuga_sub__* fields present):

1. Do NOT compare kugo2p__TotalAmount__c to Amount
2. DO compare kugo2p__TotalAmount__c to kuga_sub__AnnualContractValueInitial__c (preferred) or kuga_sub__TotalContractValue__c
3. Reasoning: In subscription orgs, Amount is often configured to show MRR, while quotes show annual/total values

When Subscription Fields Do NOT Exist:

1. DO compare kugo2p__TotalAmount__c to Amount
2. Reasoning: Without subscription management, Amount represents the total opportunity value

Amount Comparison Examples

Example 1 — Subscription Org (MRR in Amount field):

• Opportunity Amount: $10,000 / kuga_sub__MonthlyRecurringRevenue__c: $10,000 / kuga_sub__AnnualContractValueInitial__c: $120,000
• Quote kugo2p__TotalAmount__c: $120,000
• Correct: Quote matches ACV ($120,000), not Amount ($10,000 MRR)

Example 2 — Subscription Org (ACV in Amount field):

• Opportunity Amount: $120,000 / kuga_sub__AnnualContractValueInitial__c: $120,000
• Quote kugo2p__TotalAmount__c: $120,000
• Correct: Quote matches both Amount and ACV ($120,000)

Example 3 — Non-Subscription Org:

• Opportunity Amount: $120,000 (no kuga_sub__* fields)
• Quote kugo2p__TotalAmount__c: $120,000
• Correct: Quote matches Amount ($120,000)

Amount Field Best Practices

1. For pipeline forecasting in subscription orgs (HAS_KUGA_SUB = true), always use kuga_sub__Amount__c — never the standard Amount field.
2. Always query ALL amount fields before making comparisons
3. Check for presence of subscription fields to determine comparison strategy
4. Show all relevant amounts in user-facing summaries
5. Never assume what the standard Amount represents in a subscription org — let the data guide you
6. Document discrepancies clearly when amounts don't match expected patterns

---

Appendix C: Record Types Guide

Dynamic Record Type Discovery

NEVER hardcode Record Type IDs. They vary between orgs. Always query dynamically:

SELECT Id, Name, SObjectType, DeveloperName, IsActive
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 and use the returned IDs.

Mapping Opportunity to Quote/Order Record Types

Match by name:

• Opportunity RecordType.Name contains "Renewal" → use Quote/Order record type named "Renewal"
• Opportunity RecordType.Name contains "New" → use Quote/Order record type named "New Business" (or "New")
• Opportunity RecordType.Name contains "Expansion" → use Quote/Order record type named "Expansion"

If no match found, ask the user or default to "New Business."

Known Record Type Categories

Quote & Order Record Types (names may vary by org): Renewal, New Business, Expansion

Payment Profile Record Types: Credit Card, AuthNet Subscription, Native Subscription, PayPal Recurring Payment, PayPal Subscription, Generic Profile

Processor Connection Record Types: Stripe, Authorize.Net, PayPal, eWay

Payment Method Record Types: Stripe, Authorize.Net, PayPal, eWay, Salesforce.com

Record Type Notes

• Some orgs may not have all record types active
• Quote/Order record types may not exist in every org — if the query returns none, create quotes/orders without a RecordTypeId
• Always verify returned IDs before using them in DML operations

---

Appendix D: Renew Field Guide

Overview

The kuga_sub__Renew__c field on OpportunityLineItem is critical for proper revenue classification in Kugamon Subscription Management. It determines whether a product/service is treated as recurring or non-recurring.

Renew Field Behavior

When Renew = true:

• Product is treated as a recurring subscription
• Revenue flows to kuga_sub__MRR__c (Monthly Recurring Revenue) and kuga_sub__ARR__c (Annual Recurring Revenue)
• kuga_sub__NonRecurringRevenue__c = 0

When Renew = false (or null):

• Product is treated as non-recurring/one-time
• Revenue flows to kuga_sub__NonRecurringRevenue__c
• MRR and ARR remain 0

Revenue Roll-Ups to Opportunity

Opportunity Line Item Fields (Source): kuga_sub__MRR__c, kuga_sub__ARR__c, kuga_sub__NonRecurringRevenue__c

Opportunity Roll-Up Fields (Calculated):

1. kuga_sub__MonthlyRecurringRevenue__c — Roll-up sum of all line item MRR
2. kuga_sub__AnnualRecurringRevenueCommitted__c — Roll-up sum of all line item ARR
3. kuga_sub__NonRecurringRevenue__c — Roll-up sum of all line item non-recurring revenue
4. kuga_sub__AnnualContractValueInitial__c — FORMULA: NonRecurringRevenue + AnnualRecurringRevenueCommitted (this is where double-counting occurs if Renew is set incorrectly)

Double-Counting Problem

When a recurring product has Renew = false, the line item populates BOTH kuga_sub__ARR__c AND kuga_sub__NonRecurringRevenue__c, causing the ACV formula to count the product twice.

Wrong Configuration:

OpportunityLineItem: "Annual Support Contract"
- UnitPrice: $2,000/month
- kuga_sub__Renew__c: false  ← WRONG
- kuga_sub__ARR__c: $24,000
- kuga_sub__NonRecurringRevenue__c: $24,000  ← Should be $0
- ACV: $24,000 + $24,000 = $48,000  ← DOUBLE-COUNTED

Correct Configuration:

OpportunityLineItem: "Annual Support Contract"
- UnitPrice: $2,000/month
- kuga_sub__Renew__c: true  ← CORRECT
- kuga_sub__ARR__c: $24,000
- kuga_sub__NonRecurringRevenue__c: $0  ← Correct
- ACV: $0 + $24,000 = $24,000  ← Correct

Product Types Guide

Product Type	Renew Setting	Examples
Subscriptions	true	SaaS licenses, recurring services
Support Contracts	true	Standard Support, Premium Support
Hardware	false	Servers, equipment, devices
Implementation	false	Setup fees, onboarding, training
Professional Services	false	Consulting hours (unless retainer)
One-time Licenses	false	Perpetual software licenses
Recurring Retainers	true	Monthly consulting retainers

Troubleshooting ACV Higher Than Expected

1. Query the opportunity:

SELECT kuga_sub__NonRecurringRevenue__c,
       kuga_sub__AnnualRecurringRevenueCommitted__c,
       kuga_sub__AnnualContractValueInitial__c
FROM Opportunity WHERE Id = '<opp_id>'

2. If NonRecurring seems too high, check line items:

SELECT Id, Product2.Name, kuga_sub__Renew__c,
       kuga_sub__MRR__c, kuga_sub__ARR__c,
       kuga_sub__NonRecurringRevenue__c
FROM OpportunityLineItem WHERE OpportunityId = '<opp_id>'

3. Look for products with ALL of: kuga_sub__Renew__c = false, kuga_sub__ARR__c > 0, and kuga_sub__NonRecurringRevenue__c > 0

4. Fix by updating: { "Id": "00kxxx", "kuga_sub__Renew__c": true }

The NonRecurringRevenue will automatically recalculate to $0 via Kugamon's automation.

Technical Detail

Kugamon automation calculates MRR/ARR based on product pricing and term, then populates NonRecurringRevenue based on the Renew field. When Renew = false, NonRecurringRevenue = line total. When Renew = true, NonRecurringRevenue = 0. Attempting to update kuga_sub__NonRecurringRevenue__c directly will be overridden — the Renew field is the source of truth.

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Appendix E: Name Field & Sample Data Conventions

When creating sample or test records in any Kugamon CPQ org, the Name field is rarely user-supplied. Most key transactional objects use Auto Number on Name, which means:

• Salesforce assigns the value on insert.
• The field is not createable and not updateable — values you pass in DML are silently ignored.
• The format (prefix, date stamp, sequence width) is fixed by the package — you cannot override it.

A hand-typed Name like Q-001, Test Quote, or SQ-0001 in sample data is a clear sign the record was hand-crafted instead of created through the standard flow.

Rule of thumb: Before authoring a sample record, run get_object_fields on the target object and read the Name field's DataType.

• Auto Number → omit Name entirely from the create payload.
• Text(80) → either supply a meaningful value (Group D below) or expect Kugamon Apex to overwrite whatever you supply (Group C below).

Group A: Auto Number, date-stamped prefix — DO NOT set Name

Transactional "header" objects. Name is system-assigned in the format {PREFIX}-{YYMMDD}-{0000000}.

Object API Name	Label	Name Label	Format	Example
kugo2p__SalesQuote__c	Quote	Quote Number	SQ-{YYMMDD}-{0000000}	SQ-260519-0020461
kugo2p__SalesOrder__c	Order	Order Number	SO-{YYMMDD}-{0000000}	SO-260521-0113570
kugo2p__KugamonInvoice__c	Invoice	Invoice Number	INV-{YYMMDD}-{0000000}	INV-260505-0091615

The YYMMDD portion is the org-local creation date of the record — not arbitrary. You cannot back-date Name by writing a fake date into it.

Group B: Auto Number, sequence only — DO NOT set Name

Line items, junctions, and detail rows. Name is a zero-padded 7-digit sequence with no prefix (one exception: ConfigurationOption__c uses a CO- prefix).

Object API Name	Label	Example
kugo2p__SalesQuoteProductLine__c	Quote Product Line	0098308
kugo2p__SalesQuoteServiceLine__c	Quote Service Line	0043468
kugo2p__SalesQuoteAdditionalChargeCredit__c	Quote Additional Charge/Credit	0009725
kugo2p__SalesQuoteOptionalLine__c	Quote Optional Line	0003452
kugo2p__SalesOrderProductLine__c	Order Product Line	0167453
kugo2p__SalesOrderServiceLine__c	Order Service Line	0098030
kugo2p__SalesOrderAdditionalChargeCredit__c	Order Additional Charge/Credit	0050596
kugo2p__KugamonInvoiceLine__c	Invoice Line	0186531
kugo2p__KugamonInvoiceAdditionalChargeCredit__c	Invoice Additional Charge/Credit	0008382
kugo2p__OrderInvoiceRelationship__c	Order/Invoice Relationship	0077818
kugo2p__Shipment__c	Shipment	0094394
kugo2p__ShipmentLine__c	Shipment Line	0094394
kugo2p__AppliedPayment__c	Applied Payment	0031357
kugo2p__AdditionalProductDetail__c	Additional Product Info	0024014
kugo2p__ProductCost__c	Product Cost	0000000
kugo2p__ConfigurationOption__c	Configuration Option	CO-0000003

Group C: Text(80) populated by Kugamon Apex — DO NOT set Name

The field is technically writeable, but Kugamon's managed-package logic overwrites it on insert/update. Whatever you supply in sample data is wiped out.

Object API Name	What Apex writes into Name	Example
kugo2p__PaymentX__c (Payment)	Payment for Order <Order Number> or Payment for Invoice <Invoice Number>	Payment for Order SO-260325-0113546
kugo2p__Payment_Method__c (Payment Method)	<Card Brand> (<last 4>) from the tokenized card	Visa (4242)
kugo2p__AdditionalAccountDetail__c (Additional Account Info)	Mirrors the related Account.Name	Starbucks Corporation

Group D: Text(80), user-supplied — DO set a meaningful Name

No Apex auto-population. Sample data must include a human-readable Name. Match the conventions already in the org.

Object API Name	Label	Convention / examples
kugo2p__QuoteLineGroup__c	Quote Group Name	Product & Service Lines, Product & Service Lines 3
kugo2p__OrderLineGroup__c	Order Group Name	Product & Service Lines, Tax Testing
kugo2p__InvoiceSchedule__c	Schedule	One-Time Invoicing, Yearly Invoicing, Quarterly Invoicing
kugo2p__Payment_Profile__c	Recurring Charge	Free text
kugo2p__AdditionalChargeCredit__c	Additional Charge/Credit	Standard Shipping, e-Commerce Tax Charge, $50 Coupon
kugo2p__ProductCatalog__c	Product Catalog	Generator Catalog, Tacton Catalog, Subscription Catalog
kugo2p__ProductCategory__c	Product Category	Generator, Diesel, Gasoline, Propane
kugo2p__Tier__c	Tier	Volume Pricing, Discount Schedule
kugo2p__TieredPricing__c	Tiered Pricing	Generator, Installation Service, Support Level
kugo2p__Carrier__c	Carrier	FedEx, UPS, USPS, Delivery Van
kugo2p__Warehouse__c	Warehouse	Main, Remote, Kugamon LLC
kugo2p__TaxLocation__c	Tax Location	State Tax: CA, UK Sales Tax, Sweden VAT
kugo2p__VAT__c	VAT/GST	Country, e.g., UK, Germany
kugo2p__ServiceDeliverySchedule__c	Service Delivery	Descriptive — Subscription Service (Scheduled 4 Quarters), SLA: Bronze w/Cost Pricing
kugo2p__Processor_Connection__c	Processor Connection	PayPal Sandbox, Authorize.net Sandbox

Common mistakes to avoid in sample data

• Don't invent your own prefix. Q-…, QT-…, ORD-…, IN-…, INV2-…, SQ-0001 (no date) are all wrong. The Quote/Order/Invoice prefix is fixed: SQ, SO, INV. The date is YYMMDD of the actual creation date. The sequence is 7 digits, zero-padded.
• Don't supply Name on AutoNumber objects. Salesforce silently drops the value; the saved record will be fine, but reviewing the sample script vs. the resulting record will be confusing because the Name in the org won't match what the script said it set.
• Don't supply Name on Group C objects expecting it to stick. It is overwritten by the package trigger immediately.
• Verify Name behavior with metadata first, not by trial-and-error:

  get_object_fields(object_name='kugo2p__SalesQuote__c')
  # Look at the Name row: DataType will say "Auto Number" or "Text(80)"