Effective Date

This topic explains the behavior of the Effective Date field, used to determine which prices are displayed to the user in the quote, and which products and prices are displayed in the Catalog. The effective date can be set on the quote and on the User Page. Explained below are the differences between how those two fields are used.

To learn how the Effective Date is used when SAP CPQ is integrated with Variant Configuration, see Quote-first Approach for Variant Configuration Integration.

Effective Date on Quote

The Effective Date on the quote is visible in the quote header. When a quote is created, the prices listed in the quote are determined by that quote’s effective date.



Prices for the items in a quote are retrieved from the pricebook that is selected for that quote. When editing a pricebook in the Setup, administrators can specify a period during which the pricebook is valid by filling out the Valid from and Valid until fields. If the Effective Date in the quote header matches the validity period of a pricebook (or the pricebook entry), the prices in the quote are retrieved from that pricebook. On the contrary, if the effective date does not match the validity period, the prices are displayed as 0.

Effective Date on User Page

The Effective Date field can also be found in User Page > User Details.

When a quote is created, the Effective Date on the quote will determine the prices that are shown for products in the Catalog. However, if no quote is created, then the Effective Date from the User Page will be used, instead. If the Effective Date on the User Page matches the validity period of the default pricebook selected on the User Page, prices displayed in the Catalog are retrieved from that pricebook.

When a new quote is created, the Effective Date from the User Page becomes the default value of the Effective Date on the new quote.

Effective Date and Product Effectivity Dates


Additionally, effective dates determine which products are visible in the catalog. Administrators can specify the effectivity dates for a product in Setup > Product Catalog > Products/Products 2.0 > Edit > Permissions and Effectivity dates. A product’s effectivity dates define the period in which that product is available to users. In case a product is set to be effective in the future, it will not appear in the Catalog if the Effective Date is set to the current date (default value). Therefore, in order to see that product in the Catalog, it is necessary to change the effective date (on the quote, or on the User Page if no quote is created) so that it matches the product’s effectivity period. Users can also set the Effective Date in the past in order to display products with effectivity dates set in the past.

Every time the user opens a quote, the Effective Date from that specific quote becomes the date determining which prices and products are shown to the user in the Catalog. In other words, the Effective Date of the last quote the user opened is always the one currently used by the system.

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