A Quantity Schedule requires two settings: org-level Schedules enablement and per-Product schedule configuration. The steps below cover both halves and the user-side flow for applying the schedule to an Opportunity.
- Enable Schedules at the org level
In Setup, go to Products, Schedule Settings (or Setup, Customize, Products, Schedules). Tick Enable Quantity Scheduling. Optionally also enable Revenue Scheduling if the org needs both schedule types.
- Open the Product and click Establish Quantity Schedule
On the Product detail page, click the Establish Quantity Schedule button (in Lightning, under Product Details). The form asks for Schedule Type, Installment Period, Installment Type, and Number of Installments.
- Configure the schedule parameters
Pick Default Quantity for a standard schedule, Custom for installment-by-installment manual entry. Set Installment Period to the frequency (Monthly is the most common). Set Installment Type to Repeat (same quantity per period) or Divide (total split across periods). Save.
- Add the Product to an Opportunity
Open an Opportunity and add the Product as a line item with the desired total Quantity. The platform applies the default Quantity Schedule and creates OpportunityLineItemSchedule records automatically. The Schedule related list on the line item shows the installments.
- Override or customise per Opportunity
If a specific deal needs a different schedule, click Establish Quantity Schedule on the Opportunity Product to override the default. Custom schedules allow per-installment edits to date and quantity, which is the right path for non-standard delivery timelines.
Standard schedule applied to every Opportunity Product. Set on the Product.
Per-deal override with manual installment editing. Set on the Opportunity Product.
Two parallel schedules on the same Product, useful for ratable revenue recognition combined with installment delivery.
- Quantity Schedules are disabled by default at the org level. Enabling at the org level is a separate step from enabling on each Product; both are required for schedules to function.
- Editing a Quantity Schedule replaces the existing OpportunityLineItemSchedule records. The original installments are deleted, not preserved as history. Audit-sensitive industries should track schedule edits in a custom history object via a record-triggered flow.
- Quantity Schedules and Revenue Schedules are independent. A Product with both enabled produces two sets of schedule records (one per type) on every Opportunity Product, which can confuse new admins reviewing the Schedule related list.