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Knowledge Center > Commerce > Zuora Quotes > Zuora Config Settings > Quote Configuration Settings

Quote Configuration Settings

This article describes the Quote Configuration Settings in Zuora Quotes.

Quote Configuration Settings

To configure the quote configuration settings:

  1. In Zuora Quotes, click the Zuora Config tab.
  2. On the Zuora Quotes Configuration Setting page, click Quote Configuration Settings.
  3. Click Edit Settings.
  4. Enter information for the configuration fields. The table below describes these fields in more detail.
  5. Click Save.

The following fields are available for configuring Zuora Quotes.

Field Description
Zuora Package Installation Status

This view-only section displays the installed packages and includes information such as version and namespace. This section is hidden when you are in the edit mode.

Quote Configurations

Disable Additional Price Discounts

Select to prevent users from:

  • Creating additional discounts on quotes
  • Editing any fields in tier levels
  • Adding or removing tiers

Enable Consolidated Charge-level Reports

Select to allow consolidated pipeline reporting on New subscription, Amendment, and Renewal quotes at the charge level. When selected, this options lets you use the Zuora Quotes custom report types.

This setting was deprecated as of the 6.50 (Q2 2015) release of Zuora Quotes.

Get Tiers from Zuora

Select to obtain Subscription Rate Plan Charge Tiers directly from the Subscription in Zuora. If not selected, the information about the Tiers comes from the Zuora Product Catalog in Zuora 360.

This setting only applies to Amendment and Renewal quotes.

And this setting must be selected to use the automatic price lift feature.

Get Billing Accounts from 360

Select to obtain Billing Account information directly from Zuora 360 in Salesforce. 

We recommend that you have Real-time Sync enabled when using this setting to always have the most up-to-date Billing Account data.

If you have a custom field on the Billing Account object, enable this setting to avoid an error from the corresponding custom field missing in Zuora.

Enable Amendment Functionality

Select to allow users to create Amendment quotes from Salesforce.

This setting was deprecated as of the 6.50 (Q2 2015) release of Zuora Quotes.

Store Data in Quote Charge

Starting in the 6.50 (Q2 2015) release, the Quote Rate Plan Charge object is used for New Subscription Quotes. 

Select this setting to replicate data from the Quote Rate Plan Charge object (zqu__QuoteRatePlanCharge__c) to the Quote Charge object (zqu__QuoteCharge__c) to ensure that your reports and custom codes previously built from the Quote Charge object (zqu__QuoteCharge__c) can still work with the new data model.

Use this setting in interim while migrating your reports and customizations to use the new data model with Quote Rate Plan Charge.

Approved Quote Status Final and approved status of the quote when sent to Zuora. Only the quotes in this status will be sent to Zuora.
To add your custom status, add the status value to the picklist of the Approval Status field (zqu__ApprovalStatus__c) on the Quote object (zqu__Quote__c).
Enable Billing Discount Distribution Controls whether Discount charge metrics will be aggregated on the Discount line item or be spread out to the various other charges that it affects. If enabled, the Billing Discount will be populated for all discounted charges and related objects. If disabled, the aggregate Billing Discount will be present only for the Discount Charge and related objects. Requires WSDL versions 80.0+.
Get Subscriptions from 360

Select to obtain Subscription information directly from Zuora 360 in Salesforce when populating the Select Billing Account page of the Quote Wizard.

We recommend that you have Real-time Sync enabled when using this setting to always have the most up-to-date subscription data.

Enforce Unique Subscription Quote Number

Select to prevent a quote from being sent to Zuora if there is an existing subscription with the same quote number.

When you clear this setting, the check for duplicate subscriptions is turned off when quotes are sent to Zuora.

Quote PDF Processing Options

Use SFDC Locale to Format Quote DOC

Select to allow the quote document to be formatted using the locale of the Salesforce user.

Attach Quote PDF/DOC

Select to automatically attach the quote PDF or Word document to the quote or the opportunity.

  • If this option is selected and if a quote was created for an opportunity, the quote file is attached to the opportunity.
  • If this option is selected and if a quote was created without an opportunity, the quote file is attached to the quote.

If this option is cleared, you must open and view the quote PDF or Word document and save it manually.

Quote Processing Options

Update Opportunity Amount with Quote TCV

Select to copy the Quote TCV amount to the Opportunity Amount field when a quote is created or updated.

Auto-replace Expired Rate Plans

Select to automatically replace an expired rate plan when creating a renewal quote and the subscription contains an inactive rate plan (past the expiration date set in the product catalog).

Electronic Payment Method Processing Options

Electronic Payment Method Setting

Determines how an electronic payment method is treated when sending a new subscription quote to Zuora.

To learn how this setting affects the payment processing in Zuora, refer to Process Payments in Zuora Billing.

Send to Zuora Processing Options

Allow Zuora Account Info to be Updated

Select to allow users to use Salesforce data to update Zuora billing account and contact information. See below for more information about this setting.

Generate Invoice

Select to automatically generate an invoice when the subscription is created in Zuora.

The setting you select here is a default value at the organization-level. You can override this org-default value when creating a new quote.

By default, this option is not set.

If this option selected, configure Zuora to invoice subscriptions separately.

Process Payments

Select to automatically apply a payment when the subscription is created in Zuora.

The setting you select here is a default value at the organization-level. You can override this org-default value when creating a new quote.

If this option is selected, configure the Zuora application to invoice subscriptions separately.

If this option is selected, you need to set up an electric payment method through Hosted Payment Method Pages or Payment Pages. Otherwise, you will not be able to submit quotes to Zuora.

Apply Credit Balance

Select to automatically apply any credit balance on a customer account to invoices when sending quotes with the Generate Invoice setting enabled.

Always Set Amendments to 'Active' Status

Select to set the status of Zuora Quotes amendments and renewals to Active when the quotes are sent to Zuora.

If the Service Activation Date is blank, the Service Activation Date is set to the same date as the Contract Effective Date.

If the Customer Acceptance Date is blank, the Customer Acceptance Date is set to the same date as the Service Activation Date.

Zuora recommends enabling this option.

You can send an amendment quote to Zuora in the Pending status by leaving the required trigger dates blank. If you want to be able to send amendment quotes in the Pending status, do not enable this setting.

Quote Read-Only after Sent to Zuora

Select to change quotes to read-only status after they are sent to Zuora. When this option is selected, the Edit button is removed from the Quote view.

Autofill Dates for Quote Metrics Preview

Select to automatically fill blank trigger dates on the quote when previewing quote metrics on the quote detail page.

If the Service Activation Date is blank, the Service Activation Date is set to the same date as the Contract Effective Date. 

If the Customer Acceptance Date is blank, the Customer Acceptance Date is set to the same date as the Service Activation Date.

Field Configurations

Enable Invoice Owner

Select to allow users to specify the invoice owner on the quote.

Enable Parent Customer Account

Select to allow users to specify the parent customer account when creating a new subscription quote with a new billing account.

Enforce Single Primary Quote

When this setting is selected:

  • Updating or inserting a primary quote disables the primary flag on other quotes on the opportunity.
  • Sending a primary quote to Zuora disables the primary flag on other quotes on the opportunity.
Whitelist FieldSet Name

The API name, including the namespace, of a field set that contains the user-defined custom fields that should be tracked by Zuora Quotes.
Zuora Quotes tracks the standard fields and custom fields that are included in the field sets of the managed package. If there are additional custom fields you need to track, add those fields to this field set.
If you need to track custom fields in other packages, e.g. Zuora 360, create a custom field set, add the custom fields to the field set, and specify the field set API name in this setting.

Only one whitelist field set is tracked per object, and that field set must have the same name that is configured in this setting.

See below for a code sample for the whitelist field set.

Whitelist Field Set Code Sample

The following code sample demonstrates how the white list field set affects the use of custom fields. See Quote Class for information about the getInstance global method.

//Assumption: There is a custom text field cf1__c on the zqu__Quote__c object
zqu__Quote__c currentQuote = zqu.Quote.getInstance('<quoteId>').getSObject()

//Scenario 1: The following line will throw an an error 
// "SObject row was retrieved via SOQL without querying the requested field".
System.assertEquals('customFieldText', currentQuote.cf1__c);

//Scneario 2: The custom field was added to a Zuora Quotes fieldSet. 
// The line should not throw an error.
System.assertEquals('customFieldText', currentQuote.cf1__c);

//Scenario 3: The user registered a whitelist fieldSet 
// named "custom_object_fields" and added cf1__c to the fieldSet.
// The line should not throw an error
System.assertEquals('customFieldText', currentQuote.cf1__c);

Allow Zuora Account Info to be Updated

When the Allow Zuora Account Info to be Updated setting is selected, the following sequence of events occurs when you click Submit on the Quote Order Preview page to send the quote to Zuora:

  1. Account and contact information on the current quote is compared to the corresponding information in Zuora.
  2. If no discrepancy is found, the quote is sent to Zuora.
  3. If a discrepancy is found, a popup notification appears. You have an option to cancel the submission and resolve the discrepancy or to send to Zuora.

The comparison excludes State or County. The comparison also ignores payment term and payment method on all quote types except New Subscription. 

Additionally, setting this option enables the following features for your functional users of Zuora Quotes.

  • Ability to edit account and contact information on the Update Zuora Account Details page. Click the Update Zuora Account Details button on the Quote Detail page to access the Update Zuora Account Details page. If this setting is disabled, the Update Zuora Account Details page will display an error message and won't allow updating any fields.
  • Ability to edit the following fields when creating a quote for an existing billing account:
    • Bill To Contact
    • Sold To Contact
    • Payment Term
    • Payment Method 

If this setting is disabled, the Bill To Contact, Sold To Contact, Payment Term, and Payment Method fields are populated with the values from Zuora, and the fields will not be editable in Zuora Quotes.

When creating a quote for a new billing account, the Bill To Contact, Sold To Contact, Payment Term, and Payment Method fields will be editable even if the Allow Zuora Account info to be Updated setting is disabled.

You cannot update Currency for existing billing accounts regardless of the setting.

Last modified
14:15, 28 Apr 2017

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