Zuora CPQ metric fields mapping and derivation
All the metrics fields listed in this document can be relied upon as a direct representation of metrics returned from the Orders Preview Metrics Response. However, there are more metrics fields in the Zuora CPQ data model that represent older, locally calculated fields that should not be relied upon to represent metrics returned from the Zuora Billing engine.
Overview
In the Zuora CPQ application, when the pricing information of the product is changed, the application gets the effective billing amount of the change from Zuora by making a call to the Preview an order API operation. After getting the response from the preview call, the metrics data of Zuora Billing is stored in the CPQ application in different objects based on the level of information. The following list includes objects in the CPQ where the billing amounts are stored from the preview response:
- Quote (zqu__Quote__c): Stores summary information for all rate plans and charges at the parent level.
- Quote Rate Plan Charge (zqu__QuoteRatePlanCharge__c)
- Stores the charge information displayed in the UI.
- Zuora CPQ does not use any metrics in this object as a reference for Billing metrics. Only the list of fields returned from the Preview an order API operation are used as a reference for any amounts in this object.
- Quote Charge Summary (zqu__QuoteChargeSummary__c)
- Stores the delta metrics as returned by the preview response.
- Zuora CPQ references the metrics fields in this object to the
OrderMetricsfields returned from the preview response.
- Quote Charge Detail (zqu__QuoteChargeDetail__c)
- Stores the total lifetime amount of the charge for the subscription as returned by the preview response.
- Zuora CPQ references the metrics fields in this object to the
ChargeMetricsreturned by the preview response.
- Quote Charge Interval Detail (zqu__QuoteChargeIntervalDetail__c)
- Stores the interval level metrics of the charge for the ramp subscription as returned by the preview response.
- Zuora CPQ references the metrics fields from in object to the
RampMetricsfields returned by the preview response.
- Quote Order Line Item (zqu__QuoteOrderLineItem__c)
- Stores the non subscription items attached to the quote and its related metrics as returned by the preview response.
- Zuora CPQ references the metrics fields in this object to the
Invoicesfields returned by the preview response.
- Quote Ramp Interval (zqu__QuoteRampInterval__c)
- Stores the interval level metrics for the ramp subscription as returned by the preview response.
- Zuora CPQ references the metrics fields in this object to the
RampMetrics and Invoicesfields returned by the preview response.
See the sections below for detailed information about the mapping relationships.
In addition, you should understand the following differences between CPQ X and CPQ 9 if you are using the Zuora CPQ API:
- Quote Studio application is built on top of the new
QPlandata model and API. See CPQ X API for more information. - Zuora CPQ 9 UI is built on the existing legacy zChargeGroup data model and API.
Zuora CPQ objects and Preview an Order response mapping
This section describes how metric fields on Zuora CPQ objects are mapped or derived from the fields returned from the previewResult data block in the Preview an order response.
Quote Charge Summary (zqu__QuoteChargeSummary__c)
The Quote Charge Summary (zqu__QuoteChargeSummary__c) object is designed to store the delta metrics as returned by the preview response. The delta metrics are returned in the OrderMetrics data block. Below table describes the mapping between the Quote Charge Summary object with the OrderMetrics data block as returned in the preview response.
| Metric Field | Preview Result field mapping | Description |
|---|---|---|
| Delta MRR (DeltaMRR__c) |
orderMetrics -> orderActions -> orderMetrics -> mrr -> amount | Identify the OrderMetrics data block for the corresponding charge (based on the “chargeNumber” & “OrderAction” type field) and get the “mrr.amount” field value with condition “mrr.type” = “Regular”. |
| Unrounded Delta MRR (UnroundedDeltaMRR__c) |
orderMetrics -> orderActions -> orderMetrics -> mrr -> amountWithoutRounding | Get the “mrr.amountWithoutRounding” field value with condition “mrr.type” = “Regular”. |
| Delta MRR Start Date (DeltaMRRStartDate__c) |
orderMetrics -> orderActions -> orderMetrics -> mrr -> startDate | Get the “mrr.startDate” field value with condition “mrr.type” = “Regular”. |
| Delta MRR End Date (DeltaMRREndDate__c) |
orderMetrics -> orderActions -> orderMetrics -> mrr -> endDate | Get the “mrr.endDate” field value with condition “mrr.type” = “Regular”. |
| Delta Discount MRR (DeltaDiscountMRR__c) |
orderMetrics -> orderActions -> orderMetrics -> mrr -> amount | Get the “mrr.amount” field value with condition “mrr.type” = “Discount”. |
| Unrounded Delta Discount MRR (UnroundedDeltaDiscountMRR__c) |
orderMetrics -> orderActions -> orderMetrics -> mrr -> amountWithoutRounding | Get the “mrr.amountWithoutRounding” field value with condition “mrr.type” = “Discount”. |
| Delta Discount MRR Start Date (DeltaDiscountMRRStartDate__c) |
orderMetrics -> orderActions -> orderMetrics -> mrr -> startDate | Get the “mrr.startDate” field value with condition “mrr.type” = “Discount”. |
| Delta Discount MRR End Date (DeltaDiscountMRREndDate__c) |
orderMetrics -> orderActions -> orderMetrics -> mrr -> endDate | Get the “mrr.endDate” field value with condition “mrr.type” = “Discount”. |
| Delta TCV (DeltaTCV__c) |
orderMetrics -> orderActions -> orderMetrics -> tcv -> amount | Get the “tcv.amount” field value with condition “tcv.type” = “Regular”. |
| Unrounded Delta TCV (UnroundedDeltaTCV__c) |
orderMetrics -> orderActions -> orderMetrics -> tcv -> amountWithoutRounding | Get the “tcv.amountWithoutRounding” field value with condition “tcv.type” = “Regular”. |
| Segment Delta TCV (SegmentDeltaTCV__c) |
orderMetrics -> orderActions -> orderMetrics -> tcv -> amount | Get the “tcv.amount” field value with condition “tcv.type” = “Regular” and “startDate” = Order Action Date of the product action. Based on the current data, this data is usually the first data block if multiple records are returned. |
| Delta TCV Start Date (DeltaTCVStartDate__c) |
orderMetrics -> orderActions -> orderMetrics -> tcv -> startDate | Get the “tcv.startDate” field value with condition “tcv.type” = “Regular”. |
| Delta TCV End Date (DeltaTCVEndDate__c) |
orderMetrics -> orderActions -> orderMetrics -> tcv -> endDate | Get the “tcv.endDate” field value with condition “tcv.type” = “Regular”. |
| Delta Discount TCV (DeltaDiscountTCV__c) |
orderMetrics -> orderActions -> orderMetrics -> tcv -> amount | Get the “tcv.amount” field value with condition “tcv.type” = “Discount”. |
| Unrounded Delta Discount TCV (UnroundedDeltaDiscountTCV__c) |
orderMetrics -> orderActions -> orderMetrics -> tcv -> amountWithoutRounding | Get the “tcv.amountWithoutRounding” field value with condition “tcv.type” = “Discount”. |
| Delta Discount TCV Start Date (DeltaDiscountTCVStartDate__c) |
orderMetrics -> orderActions -> orderMetrics -> tcv -> startDate | Get the “tcv.startDate” field value with condition “tcv.type” = “Discount”. |
| Delta Discount TCV End Date (DeltaDiscountTCVEndDate__c) |
orderMetrics -> orderActions -> orderMetrics -> tcv -> endDate | Get the “tcv.endDate” field value with condition “tcv.type” = “Discount”. |
| Delta TCB (DeltaTCB__c) |
orderMetrics -> orderActions -> orderMetrics -> tcb -> amount |
Get the “tcb.amount” field value with condition “tcb.type” = “Regular”. |
| Unrounded Delta TCB (UnroundedDeltaTCB__c) |
orderMetrics -> orderActions -> orderMetrics -> tcb -> amountWithoutRounding | Get the “tcb.amountWithoutRounding” field value with condition “tcb.type” = “Regular”. |
| Segment Delta TCB (SegmentDeltaTCB__c) |
orderMetrics -> orderActions -> orderMetrics -> tcb -> amount | Get the “tcb.amount” field value with condition “tcb.type” = “Regular” and “startDate” = Order Action Date of the product action. Based on the current data, this data is usually the first data block if multiple records are returned. |
| Delta TCB Start Date (DeltaTCBStartDate__c) |
orderMetrics -> orderActions -> orderMetrics -> tcb -> startDate | Get the “tcb.startDate” field value with condition “tcb.type” = “Regular”. |
| Delta TCB End Date (DeltaTCBEndDate__c) |
orderMetrics -> orderActions -> orderMetrics -> tcb -> endDate | Get the “tcb.endDate” field value with condition “tcb.type” = “Regular”. |
| Delta Discount TCB (DeltaDiscountTCB__c) |
orderMetrics -> orderActions -> orderMetrics -> tcb -> amount | Get the “tcb.amount” field value with condition “tcb.type” = “Discount”. |
| Unrounded Delta Discount TCB (UnroundedDeltaDiscountTCB__c) |
orderMetrics -> orderActions -> orderMetrics -> tcb -> amountWithoutRounding | Get the “tcb.amountWithoutRounding” field value with condition “tcb.type” = “Discount”. |
| Delta Discount TCB Start Date (DeltaDiscountTCBStartDate__c) |
orderMetrics -> orderActions -> orderMetrics -> tcb -> startDate | Get the “tcb.startDate” field value with condition “tcb.type” = “Discount”. |
| Delta Discount TCB End Date (DeltaDiscountTCBEndDate__c) |
orderMetrics -> orderActions -> orderMetrics -> tcb -> endDate | Get the “tcb.endDate” field value with condition “tcb.type” = “Discount”. |
| Delta TCB Tax (DeltaTCBTax__c) |
orderMetrics -> orderActions -> orderMetrics -> tcb -> tax | Get the “tcb.tax” field value with condition “tcb.type” = “Regular”. |
| Delta Discount TCB Tax (DeltaDiscountTCBTax__c) |
orderMetrics -> orderActions -> orderMetrics -> tcb -> tax | Get the “tcb.tax” field value with condition “tcb.type” = “Discount”. |
| Delta Quantity (DeltaQuantity__c) |
orderMetrics -> orderActions -> orderMetrics -> quantity -> amount | Identify the OrderMetrics data block for the corresponding charge (based on the “chargeNumber” & “OrderAction” type field) and get the “quantity.amount” field value based on latest end date. |
Quote Rate Plan Charge (zqu__QuoteRatePlanCharge__c)
The Quote Rate Plan Charge (zqu__QuoteRatePlanCharge__c) object also stores the delta metrics as returned by the preview response. Currently, the same delta metrics information is stored in both the Quote Rate Plan Charge and Quote Charge Summary object.
| Metric Field | Preview Result field mapping | Description |
|---|---|---|
| Delta MRR (DeltaMRR__c) |
orderMetrics -> orderActions -> orderMetrics -> mrr -> amount | Identify the OrderMetrics data block for the corresponding charge (based on the “chargeNumber” & “OrderAction” type field) and get the “mrr.amount” field value with condition “mrr.type” = “Regular”. |
| Unrounded Delta MRR (UnroundedDeltaMRR__c) |
orderMetrics -> orderActions -> orderMetrics -> mrr -> amountWithoutRounding | Get the “mrr.amountWithoutRounding” field value with condition “mrr.type” = “Regular”. |
| Delta Discount MRR (DeltaDiscountMRR__c) |
orderMetrics -> orderActions -> orderMetrics -> mrr -> amount | Get the “mrr.amount” field value with condition “mrr.type” = “Discount”. |
| Unrounded Delta Discount MRR (UnroundedDeltaDiscountMRR__c) |
orderMetrics -> orderActions -> orderMetrics -> mrr -> amountWithoutRounding | Get the “mrr.amountWithoutRounding” field value with condition “mrr.type” = “Discount”. |
| Delta TCV (DeltaTCV__c) |
orderMetrics -> orderActions -> orderMetrics -> tcv -> amount | Get the “tcv.amount” field value with condition “tcv.type” = “Regular”. |
| Unrounded Delta TCV (UnroundedDeltaTCV__c) |
orderMetrics -> orderActions -> orderMetrics -> tcv -> amountWithoutRounding | Get the “tcv.amountWithoutRounding” field value with condition “tcv.type” = “Regular”. |
| Delta Discount TCV (DeltaDiscountTCV__c) |
orderMetrics -> orderActions -> orderMetrics -> tcv -> amount | Get the “tcv.amount” field value with condition “tcv.type” = “Discount”. |
| Unrounded Delta Discount TCV (UnroundedDeltaDiscountTCV__c) |
orderMetrics -> orderActions -> orderMetrics -> tcv -> amountWithoutRounding | Get the “tcv.amountWithoutRounding” field value with condition “tcv.type” = “Discount”. |
| Delta TCB (DeltaTCB__c) |
orderMetrics -> orderActions -> orderMetrics -> tcb -> amount | Get the “tcb.amount” field value with condition “tcb.type” = “Regular”. |
| Unrounded Delta TCB (UnroundedDeltaTCB__c) |
orderMetrics -> orderActions -> orderMetrics -> tcb -> amountWithoutRounding | Get the “tcb.amountWithoutRounding” field value with condition “tcb.type” = “Regular”. |
| Delta Discount TCB (DeltaDiscountTCB__c) |
orderMetrics -> orderActions -> orderMetrics -> tcb -> amount | Get the “tcb.amount” field value with condition “tcb.type” = “Discount”. |
| Unrounded Delta Discount TCB (UnroundedDeltaDiscountTCB__c) |
orderMetrics -> orderActions -> orderMetrics -> tcb -> amountWithoutRounding | Get the “tcb.amountWithoutRounding” field value with condition “tcb.type” = “Discount”. |
| Delta TCB Tax (DeltaTCBTax__c) |
orderMetrics -> orderActions -> orderMetrics -> tcb -> tax | Get the “tcb.tax” field value with condition “tcb.type” = “Regular”. |
| Delta Discount TCB Tax (DeltaDiscountTCBTax__c) |
orderMetrics -> orderActions -> orderMetrics -> tcb -> tax | Get the “tcb.tax” field value with condition “tcb.type” = “Discount”. |
Quote Charge Detail (zqu__QuoteChargeDetail__c)
The Quote Charge Detail (zqu__QuoteChargeDetail__c) object is designed to store the total lifetime amount of the charge for the subscription as returned by the preview response. This information is returned in the ChargeMetrics data block. Below table describes the mapping between the Quote Charge Detail object with the ChargeMetrics data block as returned in the preview response.
| Metric Field | Preview Result field mapping | Description |
|---|---|---|
| MRR (MRR__c) |
chargeMetrics -> charges -> cmrr -> regular | Identify the ChargeMetrics data block for the corresponding charge based on the “chargeNumber” and get the “cmrr.regular” field value. |
| Unrounded MRR (UnroundedMRR__c) |
chargeMetrics -> charges -> cmrr -> regularWithoutRounding | Get the “cmrr.regularWithoutRounding” field value. |
| TCB (TCB__c) |
chargeMetrics -> charges -> tcb -> regular | Get the “tcb.regular” field value. |
| Unrounded TCB (UnroundedTCB__c) |
chargeMetrics -> charges -> tcb -> regularWithoutRounding | Get the “tcb.regularWithoutRounding” field value. |
| TCV (TCV__c) |
chargeMetrics -> charges -> tcv -> regular | Get the “tcv.regular” field value. |
| Unrounded TCV (UnroundedTCV__c) |
chargeMetrics -> charges -> tcv -> regularWithoutRounding | Get the “tcv.regularWithoutRounding” field value. |
| Delta MRR (DeltaMRR__c) |
chargeMetrics -> charges -> cmrr -> regularDelta | Get the “cmrr.regularDelta” field value. |
| Unrounded Delta MRR (UnroundedDeltaMRR__c) |
chargeMetrics -> charges -> cmrr -> regularDeltaWithoutRounding | Get the “cmrr.regularDeltaWithoutRounding” field value. |
| Delta TCB (DeltaTCB__c) |
chargeMetrics -> charges -> tcb -> regularDelta | Get the “tcb.regularDelta” field value. |
| Unrounded Delta TCB (UnroundedDeltaTCB__c) |
chargeMetrics -> charges -> tcb -> regularDeltaWithoutRounding | Get the “tcb.regularDeltaWithoutRounding” field value. |
| Delta TCV (DeltaTCV__c) |
chargeMetrics -> charges -> tcv -> regularDelta | Get the “tcv.regularDelta” field value. |
| Unrounded Delta TCV (UnroundedDeltaTCV__c) |
chargeMetrics -> charges -> tcv -> regularDeltaWithoutRounding | Get the “tcv.regularDeltaWithoutRounding” field value. |
| Discount MRR (DiscountMRR__c) |
chargeMetrics -> charges -> cmrr -> discount | Get the “cmrr.discount” field value. |
| Unrounded Discount MRR (UnroundedDiscountMRR__c) |
chargeMetrics -> charges -> cmrr -> discountWithoutRounding | Get the “cmrr.discountWithoutRounding” field value. |
| Discount TCB (DiscountTCB__c) |
chargeMetrics -> charges -> tcb -> discount | Get the “tcb.discount” field value. |
| Unrounded Discount TCB (UnroundedDiscountTCB__c) |
chargeMetrics -> charges -> tcb -> discountWithoutRounding | Get the “tcb.discountWithoutRounding” field value. |
| Discount TCV (DiscountTCV__c) |
chargeMetrics -> charges -> tcv -> discount | Get the “tcv.discount” field value. |
| Unrounded Discount TCV (UnroundedDiscountTCV__c) |
chargeMetrics -> charges -> tcv -> discountWithoutRounding | Get the “tcv.discountWithoutRounding” field value. |
| Delta Discount MRR (DeltaDiscountMRR__c) |
chargeMetrics -> charges -> cmrr -> discountDelta | Get the “cmrr.discountDelta” field value. |
| Unrounded Delta Discount MRR (UnroundedDeltaDiscountMRR__c) |
chargeMetrics -> charges -> cmrr -> discountDeltaWithoutRounding | Get the “cmrr.discountDeltaWithoutRounding” field value. |
| Delta Discount TCB (DeltaDiscountTCB__c) |
chargeMetrics -> charges -> tcb -> discountDelta | Get the “tcb.discountDelta” field value. |
| Unrounded Delta Discount TCB (UnroundedDeltaDiscountTCB__c) |
chargeMetrics -> charges -> tcb -> discountDeltaWithoutRounding | Get the “tcb.discountDeltaWithoutRounding” field value. |
| Delta Discount TCV (DeltaDiscountTCV__c) |
chargeMetrics -> charges -> tcv -> discountDelta | Get the “tcv.discountDelta” field value. |
| Unrounded Delta Discount TCV (UnroundedDeltaDiscountTCV__c) |
chargeMetrics -> charges -> tcv -> discountDeltaWithoutRounding | Get the “tcv.discountDeltaWithoutRounding” field value. |
| TCB Tax (TCBTax__c) |
chargeMetrics -> charges -> tax -> regular | Get the “tax.regular” field value. |
| Delta TCB Tax (DeltaTCBTax__c) |
chargeMetrics -> charges -> tax -> regularDelta | Get the “tax.regularDelta” field value. |
| Discount TCB Tax (DiscountTCBTax__c) |
chargeMetrics -> charges -> tax -> discount | Get the “tax.discount” field value. |
| Delta Discount TCB Tax (DeltaDiscountTCBTax__c) |
chargeMetrics -> charges -> tax -> discountDelta | Get the “tax.discountDelta” field value. |
Quote Charge Interval Detail (zqu__QuoteChargeIntervalDetail__c)
The Quote Charge Interval Detail (zqu__QuoteChargeIntervalDetail__c) object is designed to store the interval level metrics of the charge for the ramp subscription as returned by the preview response. This information is returned in the RampMetrics data block. Below table describes the mapping between the Quote Charge Interval Detail object with the RampMetrics data block as returned in the preview response.
| Metric Field | Preview Result field mapping | Description |
|---|---|---|
| Net TCB (TCB__c) |
rampMetrics -> intervals -> intervalMetrics -> netTcb | Identify the ramp interval metrics data block for the corresponding charge based on the “chargeNumber”, “startDate”, “endDate” and get the “netTcb” field value. |
| Net MRR (MRR__c) |
rampMetrics -> intervals -> intervalMetrics -> mrr -> net | Get the “mrr.net” field value. |
| Delta TCB (DeltaTCB__c) |
rampMetrics -> intervals -> intervalDeltaMetrics -> deltaNetTcb | Identify the ramp interval delta metrics data block for the corresponding charge based on the “chargeNumber”, “startDate”, “endDate” and get the “deltaNetTcb” field value. |
| Delta MRR (DeltaMRR__c) |
rampMetrics -> intervals -> intervalDeltaMetrics -> deltaMrr -> net | Get the “deltaMrr.net” field value. |
Quote Order Line Item (zqu__QuoteOrderLineItem__c)
The Quote Order Line Item (zqu__QuoteOrderLineItem__c) object is designed to store the non subscription items attached to the quote and its related metrics as returned by the preview response. This information is returned in the Invoices data block. Below table describes the mapping between the Quote Order Line Item object with the Invoices data block as returned in the preview response.
| Metric Field | Preview Result field mapping | Description |
|---|---|---|
| Subtotal (Subtotal__c) |
invoices -> invoiceItems -> amountWithoutTax | Identify the invoice item data block for the corresponding line item element matching the “chargeNumber” with the line item name and “orderLineItemNumber” is not null. Then get the “amountWithoutTax” field value. |
| Tax (Tax__c) |
invoices -> invoiceItems -> taxAmount | Get the “taxAmount” field value. |
| Total (Total__c) |
invoices -> invoiceItems -> (amountWithoutTax + taxAmount) | Sum of “amountWithoutTax” and “taxAmount” value. |
Quote Ramp Interval (zqu__QuoteRampInterval__c)
Quote Ramp Interval (zqu__QuoteRampInterval__c) object is designed to store the interval metrics as returned by the preview response. This information is returned in the IntervalMetrics data block. Below table describes the mapping between the Quote Ramp Interval object with the IntervalMetrics data block as returned in the preview response.
| Metric Field | Preview Result field mapping | Description |
|---|---|---|
| Inline Discount (zqu__Inline_Discount__c) | NA (Doesn’t depend on Preview Response) | Calculated on Quote Studio screen |
| Interval Discount (zqu__Interval_Discount__c) | invoices -> invoiceItems -> amountWithoutTax | SUM (invoiceItems.amountWithoutTax) of all the invoiceItems data blocks where “processingType” = “Discount” and date range is within the interval. |
| Interval Subtotal (zqu__Interval_Subtotal__c) | invoices -> invoiceItems -> amountWithoutTax | SUM (invoiceItems.amountWithoutTax) of the invoiceItems data blocks where “processingType” = “Charge” and date range is within the interval. |
| Interval Tax (zqu__Interval_Tax__c) | invoices -> invoiceItems -> taxAmount | SUM (invoiceItems.taxAmount) of the invoicelitems data blocks where date range is within the interval |
| Interval Total (zqu__Interval_Total__c) | Interval Subtotal + Interval Tax - Interval Discount | Interval Subtotal + Interval Tax - Interval Discount |
| Gross TCB (zqu__Gross_TCB__c) | rampMetrics -> intervals -> grossTcb | Get the “interval” from “intervals” list, then get the “interval.grossTcb” field value |
| Gross TCV (zqu__Gross_TCV__c) | rampMetrics -> intervals -> grossTcv | Get the “interval” from “intervals” list, then get the “interval.grossTcv” field value |
| Net TCB (zqu__Net_TCB__c) | rampMetrics -> intervals -> netTcb | Get the “interval” from “intervals” list, then get the “interval.netTcb” field value |
| Net TCV (zqu__Net_TCV__c) | rampMetrics -> intervals -> netTcv | Get the “interval” from “intervals” list, then get the “interval.netTcv” field value |
| Discount TCB (zqu__Discount_TCB__c) | rampMetrics -> intervals -> discountTcb | Get the “interval” from “intervals” list, then get the “interval.discountTcb” field value |
| Discount TCV (zqu__Discount_TCV__c) | rampMetrics -> intervals -> discountTcv | Get the “interval” from “intervals” list, then get the “interval.discountTcv” field value |
Quote (zqu__Quote__c)
The Quote (zqu__Quote__c) object is designed to store the cumulative metrics amounts of the subscription as returned by the preview response. Quote metrics will store the amounts for subscription charges, non-subscription order line items and combined total amounts. This information is derived from the ChargeMetrics and Invoices data blocks. Below table describes the mapping between the Quote object with the ChargeMetrics and Invoices data blocks as returned in the preview response.
| Metric Field | Preview Result field mapping | Description |
|---|---|---|
| MRR (Previewed_MRR__c) |
chargeMetrics -> charges -> cmrr -> regular | SUM (cmmr.regular) of all the charge metrics data blocks. |
| Unrounded MRR (UnroundedMRR__c) |
chargeMetrics -> charges -> cmrr -> regularWithoutRounding | SUM (cmmr.regularWithoutRounding) of all the charge metrics data blocks. |
| TCB (Previewed_TCB__c) |
chargeMetrics -> charges -> tcb -> regular | SUM (tcb.regular) of all the charge metrics data blocks. |
| Unrounded TCB (UnroundedTCB__c) |
chargeMetrics -> charges -> tcb -> regularWithoutRounding | SUM (tcb.regularWithoutRounding) of all the charge metrics data blocks. |
| TCV (Previewed_TCV__c) |
chargeMetrics -> charges -> tcv -> regular | SUM (tcv.regular) of all the charge metrics data blocks. |
| Unrounded TCV (UnroundedTCV__c) |
chargeMetrics -> charges -> tcv -> regularWithoutRounding | SUM (tcv.regularWithoutRounding) of all the charge metrics data blocks. |
| Delta MRR (Previewed_Delta_MRR__c) |
chargeMetrics -> charges -> cmrr -> regularDelta | SUM (cmmr.regularDelta) of all the charge metrics data blocks. |
| Unrounded Delta MRR (UnroundedDeltaMRR__c) |
chargeMetrics -> charges -> cmrr -> regularDeltaWithoutRounding | SUM (cmmr.regularDeltaWithoutRounding) of all the charge metrics data blocks. |
| Delta TCB (Previewed_Delta_TCB__c) |
chargeMetrics -> charges -> tcb -> regularDelta | SUM (tcb.regularDelta) of all the charge metrics data blocks. |
| Unrounded Delta TCB (UnroundedDeltaTCB__c) |
chargeMetrics -> charges -> tcb -> regularDeltaWithoutRounding | SUM (tcb.regularDeltaWithoutRounding) of all the charge metrics data blocks. |
| Delta TCV (Previewed_Delta_TCV__c) |
chargeMetrics -> charges -> tcv -> regularDelta | SUM (tcv.regularDelta) of all the charge metrics data blocks. |
| Unrounded Delta TCV (UnroundedDeltaTCV__c) |
chargeMetrics -> charges -> tcv -> regularDeltaWithoutRounding | SUM (tcv.regularDeltaWithoutRounding) of all the charge metrics data blocks. |
| Discount MRR (DiscountMRR__c) |
chargeMetrics -> charges -> cmrr -> discount | SUM (cmmr.discount) of all the charge metrics data blocks. |
| Unrounded Discount MRR (UnroundedDiscountMRR__c) |
chargeMetrics -> charges -> cmrr -> discountWithoutRounding | SUM (cmmr.discountWithoutRounding) of all the charge metrics data blocks. |
| Discount TCB (DiscountTCB__c) |
chargeMetrics -> charges -> tcb -> discount | SUM (tcb.discount) of all the charge metrics data blocks. |
| Unrounded Discount TCB (UnroundedDiscountTCB__c) |
chargeMetrics -> charges -> tcb -> discountWithoutRounding | SUM (tcb.discountWithoutRounding) of all the charge metrics data blocks. |
| Discount TCV (DiscountTCV__c) |
chargeMetrics -> charges -> tcv -> discount | SUM (tcv.discount) of all the charge metrics data blocks. |
| Unrounded Discount TCV (UnroundedDiscountTCV__c) |
chargeMetrics -> charges -> tcv -> discountWithoutRounding | SUM (tcv.discountWithoutRounding) of all the charge metrics data blocks. |
| Delta Discount MRR (DeltaDiscountMRR__c) |
chargeMetrics -> charges -> cmrr -> discountDelta | SUM (cmmr.discountDelta) of all the charge metrics data blocks. |
| Unrounded Delta Discount MRR (UnroundedDeltaDiscountMRR__c) |
chargeMetrics -> charges -> cmrr -> discountDeltaWithoutRounding | SUM (cmmr.discountDeltaWithoutRounding) of all the charge metrics data blocks. |
| Delta Discount TCB (DeltaDiscountTCB__c) |
chargeMetrics -> charges -> tcb -> discountDelta | SUM (tcb.discountDelta) of all the charge metrics data blocks. |
| Unrounded Delta Discount TCB (UnroundedDeltaDiscountTCB__c) |
chargeMetrics -> charges -> tcb -> discountDeltaWithoutRounding | SUM (tcb.discountDeltaWithoutRounding) of all the charge metrics data blocks. |
| Delta Discount TCV (DeltaDiscountTCV__c) |
chargeMetrics -> charges -> tcv -> discountDelta | SUM (tcv.discountDelta) of all the charge metrics data blocks. |
| Unrounded Delta Discount TCV (UnroundedDeltaDiscountTCV__c) |
chargeMetrics -> charges -> tcv -> discountDeltaWithoutRounding | SUM (tcv.discountDeltaWithoutRounding) of all the charge metrics data blocks. |
| TCB Tax (TCBTax__c) |
chargeMetrics -> charges -> tax -> regular | SUM (tax.regular) of all the charge metrics data blocks. |
| Delta TCB Tax (DeltaTCBTax__c) |
chargeMetrics -> charges -> tax -> regularDelta | SUM (tax.regularDelta) of all the charge metrics data blocks. |
| Discount TCB Tax (DiscountTCBTax__c) |
chargeMetrics -> charges -> tax -> discount | SUM (tax.discount) of all the charge metrics data blocks. |
| Delta Discount TCB Tax (DeltaDiscountTCBTax__c) |
chargeMetrics -> charges -> tax -> discountDelta | SUM (tax.discountDelta) of all the charge metrics data blocks. |
| Total (Previewed_Total__c) |
invoices -> amountWithoutTax | SUM(invoices.amountWithoutTax) of all the invoices data blocks. |
| Tax (Previewed_Tax__c) |
invoices -> taxAmount | SUM(invoices.taxAmount) of all the invoices data blocks. |
| Discount (Previewed_Discount__c) |
invoices -> invoiceItems -> amountWithoutTax | SUM(invoiceItems.amountWithoutTax) of all the invoiceItems data blocks where “processingType” = “Discount”. |
| Sub-Total (Previewed_SubTotal__c) |
Total - Tax - Discount | Calculate (Total - Tax - Discount). |
| Quote Line Item Subtotal (Qli_Subtotal__c) |
invoices -> invoiceItems -> amountWithoutTax | SUM(invoiceItems.amountWithoutTax) of all the data blocks for the Order Line Items (which is identified with “orderLineItemNumber” is not null). |
| Quote Line Item Tax (Qli_Tax__c) |
invoices -> invoiceItems -> taxAmount | SUM(invoiceItems.taxAmount) of all the data blocks for the Order Line Items (which is identified with “orderLineItemNumber” is not null). |
| Quote Line Item Total (Qli_Total__c) |
invoices -> invoiceItems -> (amountWithoutTax + taxAmount) | SUM(invoiceItems.amountWithoutTax) + SUM(invoiceItems.taxAmount) of all the data blocks for the Order Line Items (which is identified with “orderLineItemNumber” is not null). |
| Subscription Subtotal (Subscription_Subtotal__c) |
Quote Subtotal - OLI Subtotal | Calculate (Quote Subtotal - OLI Subtotal). |
| Subscription Tax (Subscription_Tax__c) |
Quote Tax - OLI Tax | Calculate (Quote Tax - OLI Tax). |
| Subscription Total (Subscription_Total__c) |
Quote Total - OLI Total | Calculate (Quote Total - OLI Total). |
| Inline Discount (Inline_Discount__c) |
NA (Doesn’t depend on Preview Response) | Calculated on Quote Studio Screen |