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Create new Pending Subscription Quote using Quote Studio

Zuora

Create new Pending Subscription Quote using Quote Studio

In CPQ X, you can now create pending subscriptions and set activation dates for the pending subscriptions.

Prerequisites

  1. In the Zuora tenant, navigate to BillingDefault Subscription and Order Settings section, set the below settings to Yes (Default value should be “No”).
    • Require Customer Acceptance of Orders (“Yes”).

    • Require Service Activation of Orders (“Yes”).

Permissions

You should have the following permissions to create, edit, and activate pending subscriptions.

Permission for Creating a Pending Subscription

  1. In your Salesforce org, navigate to Quote Studio Settings > Feature Access Config.
  2. Select Create Pending Subscriptions from the dropdown.
  3. Select the user’s profile who needs access to create a pending subscription. 

Permission for Editing a Pending Subscription

  1. In your Salesforce org, navigate to Quote Studio Settings > Feature Access Config.
  2. Select Edit Pending Subscriptions from the dropdown.
  3. Select the user’s profile who needs access to edit a pending subscription. 

Permission for Activating a Pending Subscription

  1. In your Salesforce org, navigate to Quote Studio Settings > Feature Access Config.
  2. Select Activate Pending Subscriptions from the dropdown.
  3. Select the user’s profile who needs access to activate a pending subscription. 

Create a Pending Subscription

Procedure

To create a pending subscription, take the following steps:

  1. In your Salesforce org, navigate to the Account Detail page of an account.
  2. Click the New Quote (New) or New Quote button. 
  3. In the area of Step 1: Select a Billing Account, select a billing account from the table. 
  4. In the area of Step 2: Select a Subscription, click Pending Subscription on the right. The New Pending Subscription Quote page is displayed.
  5. Configure quote information and submit the configuration upon completion. See Configure quote information on Quote Studio page for instructions.

Edit a Pending Subscription

Procedure

Take the following steps to edit a pending subscription:

  1. Click the Quotes tab.
  2. Find the quote you want to edit and click the quote name to enter the Quote Detail page.
  3. Click the Edit Quote (New) button. The Quote Studio page is then displayed.
  4. Configure quote information and submit the configuration upon completion. See Configure quote information on Quote Studio page for instructions.

Activate a Pending Subscription

Take the following steps to activate a pending subscription:

  1. Click Set Activation Dates in the subscription panel for the Pending Subscription. 
  2.  Enter Service Activation Date and the Customer Acceptance Date in the Set Activation Dates modal window.
  3. Click Save.