Add Billing Trigger Dates to Amendment and Renewal Layouts
This article describes how to add the billing trigger date fields to the amendment and renewal quote layouts. You can send the dates to Zuora to control the status of this subscription or use them in Quote Metrics calculation.
Field Sets
To add the Service Activation Date and Customer Acceptance Date fields to the quoting flow, edit the following field sets and add the date fields to the field set.
| Field Set Name | API Name | Description |
|---|---|---|
| Subscription Terms | zqu__Amend_Edit_Subscription_Terms | The Subscription Terms section on Edit Quote Detail page for Amendment and Renewal |
| Subscription Terms | zqu__Amend_Quote_Subscription_Terms | The Subscription Terms section on the Create Amendment Quote page |
| Subscription Terms | zqu__Renewal_Quote_Subscription_Terms | The Subscription Terms section on the Create Renewal Quote page |
Add Trigger Dates to Amendment and Renewal Layouts
To add the trigger dates to the amendment and renewal quote layouts:
- Navigate to Setup > Create > Objects.
- In the Custom Objects list, click Quote.
- In the Field Sets (BETA) section, click Edit next to one of the Subscription Terms listed in the table above.
- Drag and drop the Service Activation Date and Customer Acceptance Date fields.
- Click Save.
When creating or editing an amendment or a renewal quote depending on the field set you edited, the Service Activation Date and Customer Acceptance Date fields will now be rendered in the Subscription Terms section of the page.